Navision-Girl

Gen. Posting Type must be Specified when posting journal entries.

2009-09-22T07:46:00.000-07:00

When you try to post a journal entry to selected G/L Account, the following error message prompt up:Gen. Posting Type must be specified.This problem occurs because you have specified Gen. Prod. Posting Group for the G/L Account selected. To solve this problem, you can either:1) Remove the Gen. Product Posting Group from the journal linesOR2) Remove the Gen. Product Posting Group from the G/L

Steps to calculate Average Cost in Navision

2009-03-09T06:34:00.000-07:00

The following steps are not foolproof yet but it has helped me solved many average cost issues.1) At item card, click on Item --> Entries --> Value Entries to open the value entries screen.2) Copy all records in the value entries screen to Excel.3) In the Excel sheet, sort the records by Valuation Date.4) Add a column called Cost Amount to the Excel sheet. Cost Amount = Cost Amount (Expected) +

You must assign all item charges, if you invoice everything

2009-03-07T17:57:00.000-08:00

Let's consider this example in posting Charge (Item) partially. I will use Cronus database in this example.1) On 01-Feb-2008, purchase 5 units of Item 80005 (Computer III 866 MHz) from Vendor 30000. Item 80005 cost $1000 per unit. $100 will be charged to Cronus as freight cost for the delivery of the 5 units of Item 80005. So, we will create a PO as shown below.2) On 02-Feb-2008, 2 units of the

Show or Hide Navigation Pane

2009-02-19T05:40:00.001-08:00

Microsoft has introduced Navigation Pane in Navision version 4.0 and 5.0. By default, the Navigation Pane is visible and docked to the left of the screen. You can show / hide the Navigation Pane by pressing Alt + F1 or using View --> Navigation Pane menu.

Unit Cost used in Negative Adjustment

2009-01-20T07:43:00.000-08:00

If you are using Average Cost, Negative Adjustment will take the average cost on the day the negative adjustment is valued (based on posting date and valuation date).For example, when you do a Negative Adjustment in Item Journal, Navision will default the unit cost with the Unit Cost from Item Card. It doesn't matter whether you accept the default cost suggested by Navision or change the unit

Create Vendors, Customers and Bank Accounts

2008-11-03T04:32:00.000-08:00

Navision allow you to create Vendors, Customers, and Bank Accounts from contact and vice versa.1) Go to Sales & Marketing --> Marketing --> Contacts2) Click on Functions --> Create AS --> Customer / Vendor / Bank.3) Click on the OK button to confirm the creation.You can only create customer from contacts that are not associated to any customer yet. If the contact has been associated to a customer

Create Contacts from Vendors, Customers and Bank Accounts

2008-11-03T04:29:00.000-08:00

Navision allow you can create contacts from vendors, customers or bank account and vice versa.1) Go to Administration --> IT Administration --> Contact Creation --> Create Contacts from Customers...2) Click on the OK button without any filtering will caused Navision to create all contacts from all customers. If you only want to create contacts from specific customers, fill in the filtering

Search for Duplicate Contacts in Navision

2008-10-22T05:51:00.000-07:00

Usually, the control on creating new contact card is not as tight as Customer Card and Vendor Card. Usually, sales people are allowed to enter the contact's information and not much checking is required before creating the contact. Thus, there are chances that the same contact will be entered more than once in the system. Navision has the function for you to find duplicate Contacts in the system,

Report Grouping and Totalling

2008-10-17T18:43:00.000-07:00

1) Open the Properties window (SHIFT + F4) of the data item that you want to group. 2) Enter the name of the field that you want to group by at the GroupTotalFields property.3) Select a key for the DataItemTableView property. You must select a key that contains the field that you want to group by. Otherwise, the grouping won't work.4) Enter the names of the fields that you want Navision to

Contact Search

2008-10-17T18:38:00.000-07:00

What is the best way to search a contact in Navision database ? You can open the Contact card and then use the field filter to filter the contact that meet your criteria. This is the standard way of finding record in Navision. However, for Contact, Navision has a better function for you, called Contact Search.Open the Contact Card and then click on Function --> Contact Search. Type a searching

Contact Card

2008-10-17T18:36:00.001-07:00

Contact Card is easily accessible from Sales & Marketing --> Sales --> Contacts. Navision uses Contact Card to keep your contact's information. A contact can be a person or a company. This can be defined at the Type field in the General tab. If the Contact is a person, you can define the company the person is working for in the Company No. field. If the contact is a company, the Company No. field

Setup Contact's Organizational Level and Job Responsibilities

2008-10-17T18:31:00.000-07:00

You keep track position level of your contacts in Navision by tagging it with an organizational level. Example of Organization levels are CEO, CFO, Manager, Executive, etc. You can define organazational levels that suit your needs.1) Open Contact card.2) Browse to the contact you want to setup the organizational level3) Select Segmentation tab and then select the Organizational Level Code for the

Contact's Business Relation

2008-10-16T05:38:00.000-07:00

A contact can be a person or a company. Contact can be your customer, vendor, Bank, Agent, Lawyer, prospective customer, etc. To assign Business Relationship to a contact:1) Open Contact card and browse to the contact that you want to assign Business Relation.2) Click on Contacts --> Company --> Business Relation.3) Select the Business Relation to assign to the contact. You can assign more than

Setup Industry Groups for Contacts in Navision

2008-10-16T05:34:00.000-07:00

Navision allow you to group contacts by Industry. You can do so by assigning Industry Group to the contact. Before you can assign Industry Group to the contact, you must first setup the Industry Groups. You can set up the Industry Group at Sales & Marketing --> Setup --> Company --> Industry Groups:1) Press F3 to creae a new record.2) Enter Code and Description for the Industry Group. For example

Setup Mailing Group for Contacts in Navision

2008-10-16T05:28:00.000-07:00

Mailing groups allow you to send email to groups of contacts that may be interested on the same information, such as promotion price. Huh, it sounds like a marketing tool rather than an ERP. Can Navision really do this ? Yes. Navision can do this. You can set up the mailing group at:Sales & Marketing --> Marketing --> Setup --> Mailing Groups1) Press F3 to create a new record.2) Enter Code and

Default Number for Contacts, Campaign, Segment, To do and Opportunity

2008-10-15T06:46:00.001-07:00

Default Number for Contacts, Campaign, Segment, To do and Opportunity can be defined in Sales & Marketing --> Setup --> Marketing Setup --> Default tab.

Default Value for Contact Card

2008-10-15T06:45:00.001-07:00

Navision can assign a default language code, territory code, salesperson code, country code and sales cycle code to a new Contact. The default value can be defined at Default tab in Marketing Relation Management Setup form. Please note that the Inheritance value will overrides Default values.

Inherit Information from Companies to Contacts

2008-10-15T06:40:00.000-07:00

Some information such as salesperson code, territory code, country code, language code, address details and communication details for contacts are same as the company the contacts are attached to. To save your data entry work, this information can be inherited from Companies to Contacts. You can define what information to be inherited and what information not to be inherited at the Inheritance

Search Index Mode in Marketing Setup / Relationship Management Setup

2008-10-15T06:36:00.000-07:00

You have the choice of Auto or Manual. Auto means Navision will automatically index the search contact information each time you add or modify any contact information. If Manual mode is selected, the you need to run the Generate Search Index batch job for Navision to process the search index.

Attachment Storage Type in Marketing Setup / Relationship Management Setup

2008-10-15T06:34:00.000-07:00

The Attachment Storage Type field in the Marketing Setup allow you to define where you want Navision to store attachments. There are 2 option available.1) Embeded - stored within Navision2) Disk File - stored in a physical disk drive. You need to specify a directory in your harddisk for storage and must grant all Sales & Marketing users access to the directory.

Import Account and Contact Information into Dynamics CRM 4.0

2008-10-14T05:19:00.000-07:00

There are many ways to import Account and Contact information into Dynamics CRM 4.0. Below is a simple method I used to Import Account and Contact Infomation into Dynamics CRM 4.0 from Navision 4.0.Step 1: Export Customer information from Navision to CSV file using Dataport.Step 2: Create Data Maps for Account in Dynamics CRM 4.01) Go to Settings --> Data Management --> Data Maps.2) Click on New

Records in Dynamics CRM 4.0 that does not have a corresponding mapping record in Outlook

2008-10-14T05:12:00.001-07:00

1) Account2) Opportunity3) All Other CRM recordsOutlook can view these data in Dynamics CRM database but not storing the data in Outlook.

G/L Accounts in General Posting Setup

2008-10-14T04:56:00.000-07:00

COGS Account - To post inventory decrease due to salesCOGS Account (Interim) - To post expected inventory decrease due to sales. Expected sales is posted when post ship without invoice. When Invoice is posted, cost in COGS (Interim) will be reversed out and posted to COGS account.Inventory Adjustment Account - To post inventory increase / decrease due to adjustement, revaluation and

Return Quantity Shipped and Quantity Invoiced to Blanket Order from Return Order or Credit Memo

2008-10-13T09:22:00.001-07:00

Let's consider this example to illustrate the effect of Return Order and Credit Memo to Blanket Order.1) Create a new Blanket Order in Cronus database to customer 10000 with 1000 units of Item 1001 - Touring Bicycle.2) Make a Sales Order from the Blanket Order with 10 units of Item 1001.3) Post the Sales Order with Ship and Invoice.4) Now, go back to the Blanket Order 1001. You should be able to

Creates Line No. automatically for new new record

2008-10-13T09:18:00.000-07:00

Navision can automatically assign Line No. to a new record if the Line No. is part of the primary key fields. This can be done by setting the AutoSplitKey property in the Form to Yes. By default the AutoSplitKey property is set to No.Let's consider the following example. When I enter a new sales line record in Sales Order form, Navision will automatically assign Line No. = 10000 to the first