Archiving Converted Quotes and Posted Orders

Archive, PostDid you know that you could archive converted Sales or Purchase Quotes and posted Sales or Purchase Orders? This allows you to see the document in its entirety even after it is no longer active.

It’s real simple: Check the box next to the Archive Quotes and Orders field on the Sales & Receivables Setup and/or Purchase & Payables Setup as desired and this will affect all future quotes and orders.

To view archived documents using the RoleTailored Client, navigate to Departments > Sales & Marketing > Archive or Departments > Purchase > Archive. In the Classic Client, you should be able to find the archive pages under the History menu of the Sales & Marketing and Purchase & Payables menus.

Freeze Panes in NAV 2009 RTC à la Microsoft Excel

I was doing an NAV demo this morning for a prospect who had used the product a long time ago (way before Microsoft had acquired Navision), and inevitably we spent a few minutes talking about the evolution of the product and the many new features added over the years.

While showing her a List style page, we scrolled left and right a couple times and it segued nicely into an opportunity to show a new-to-NAV feature: Freeze Pane.

No doubt some of you may already know about it, but I think there are users out there who aren’t aware of this NAV 2009 RTC feature.

On any Page or Subform that contains columns, right-click on the Column Header (or click the Customize icon on the top-right of the page) and click on Choose Columns.

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Zooming in on a record in NAV

The ability to zoom in on a record has always been one of my favorite NAV features because it helps me sort through all the clutter and go directly to the field / information I’m looking for. It is also great for viewing fields that do not appear on a Form or Page but belong to the source table.

In the Classic Client, all you have to do is press Ctrl + F8 while viewing the record that you want to zoom in on and you are presented with the Zoom window. If you are viewing a form that also has a subform (such as a Sales Order record, which contains a header and lines), make sure that the focus is on the desired part of the form (by clicking somewhere in that part of the form) before pressing Ctrl + F8.

In the NAV 2009 RoleTailored Client (SP1 and newer), the zoom functionality has been moved to About This Page with a new shortcut combination (Ctrl + Alt + F1). The screenshot below shows how to get there from a Sales Order page.

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Active Window Tracking and other Navigation Pane Options in the Classic Client

There are still a lot of users out there who are on older versions of NAV or using the Classic Client in NAV 2009. If you are among this group, then today’s tip is for you!**

If you’ve noticed, by default the NAV Classic Client tracks all of your active windows. So as you move between windows inside the Client, NAV will select the corresponding menu item in the Navigation Pane.

If you’re still not sure you understand what this means, try this:

  1. Navigate to the Financial Management menu, expand the Receivables group, and click on Customers. A Customer card window will open.
  2. Now, navigate to the Sales & Marketing menu, expand the History group, and click on Posted Invoices to open a Posted Sales Invoice window.
  3. Similarly, navigate to the Purchase menu, expand the Order Processing group, and click on Vendors.

Now you have three open windows – Customer Card, Posted Sales Invoice, and Vendor Card. If you notice the Navigation Pane on the left, you will see the active / selected navigation pane menu is Purchase, and the Vendors menu item is highlighted. This is because it was the last item that you clicked on.

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