Did You Know: Disabling personalizations in NAV 2013 (and newer)

Microsoft Dynamics NAV is known for being customizable. Pliable. Personalizable… not sure that last one’s a real word.

Disabling PersonalizationsBut what if you don’t want users personalizing NAV? That’s possible too. And quite simple to do.

On the Profiles page (Departments > Administration > Application Setup > RoleTailored Client > Profiles), edit the desired profile and check the Disable Personalization field. Simple as that.

If you’d like to learn more simple tips and tricks on customizing NAV, join me at 11AM on October 15th at the NAVUG Summit for the Easy Customizations Any End-User Can Do session. Follow the link to add the session to your NAVUG Summit schedule.

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 This allows you to see the document in its entirety even after it is no longer active.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.

Neat little NAV tricks

If you use the NAV Classic Client, you’ve probably noticed that you can close an open window simply by hitting the Escape key instead of clicking the X icon. But did you know that you could very easily disable that?

In the Classic Client, go to Tools > Options, and change the value of Close Forms on Esc to No.

While you’re in the Options window, take a look at some other options that you can easily change to affect NAV behavior. Here are couple that may interest even the novice user:

  • Status Bar: Hide the Status Bar that appears at the bottom of the Classic Client by setting it to No (the client will need to be restarted before this takes effect)
  • Max. no. of XML records to send: The default value is set to 5,000. This is the maximum number of records that can be sent to Microsoft Excel or Microsoft Word from NAV using the built-in Send-to functionality in the NAV Toolbar. This can be changed as needed. Changing this value only affects the Classic Client; to read how this can be changed for the RoleTailored Client in NAV 2009 R2, read this blog post from the MSDN NAV Blog:

But wait, there’s more!

Continue reading “Neat little NAV tricks”

Missing Functionality in G/L Budgets in NAV 2009 RTC

While doing a demo earlier this week, I was asked to show NAV’s Budgeting functionality. Simple enough – I walked through how easy it is to create and edit a budget in NAV, or export a budget template to Excel and import the numbers back.

Then they asked if they could see historical information for a period side-by-side. That, unfortunately, is not available right out of the box in NAV although it shouldn’t be terribly difficult to accomplish.

While reflecting on this later with my colleague Krystal, I discovered a very interesting omission in the Role Tailored Client’s Budget page: while the Copy Budget and Delete Budget functionality is available, there is no Create Budget function at all!

As you see in the screenshot below from the Classic Client of NAV 2009 R2, there is a function called Create Budget, and this has two options: Amount by Period, and From History.

These are very helpful functions because they allow the user to start the budget from a point of reference, upon which a new budget can be based. Sadly, it appears that we will have to make do without them if we’re using the Role Tailored Client.

Continue reading “Missing Functionality in G/L Budgets in NAV 2009 RTC”