Payment Application - Did you press Esc?

In Navision Payment Journals or Cash Receipt Journals, we can actually apply the payment to multiple invoices, by clicking Functions --> Apply Entries --> F9 to tag invoices that we want to knock off.

But you must be aware after you finish matching (F9) which invoices to knock off, you must click OK button to confirm. Don't ever press ESC to close the Apply Entries screen.

Look at below correct example. Pay attention to "Applies-to ID" column in journal screen, after we do matching (F9) and click OK, the "Applies-to ID" column will be tagged with "Document No." OR-30001.Thus when we post the Cash Receipt Journal, Navision will apply the Payment and Invoices.

Look at below second example, which is incorrect. After we do matching (F9), we press ESC instead of OK button. By pressing ESC, the "Applies-to ID" column was not updated with "Document No." OR-30001 even though in our "Apply Customer Entries" screen, "Applies-to ID" have tagged with OR-30001. Thus when we post the Cash Receipt Journal, Navision will not apply the Payment and Invoices.


So never press ESC!!! : ) Cheers

Navision - F8 Copy Previous

In Navision, we can actually use F8 key to Copy Previous line's text / description. This can help to speed up during data entry.

In 2nd line's Description column, I press F8 key and Navision will copy previous line description to current line. See below screenshot.


Hope this small little tips can help. Have a nice weekend!

Navision Recurring Journal - Auto update Description

In Navision - Recurring Journal, we can actually let the Description field to be updated automatically by the system. Of course, we are also allow to manually enter a fixed text that is used everytime the journal is posted.

To have Navision update the description automatically, you can use the following codes:

Code Enter:

%1 Current day (for example, Friday)
%2 Current week (for example, 38)
%3 Current month number (for example, 11)
%4 Current month name (for example, November)
%5 Current accounting period name (for example, August).

For an example, I enter Description as "Consultant Services for the month of %4".


After I posted the Recurring Journal, you can see the Description is posted as "Consultant Services for the month of January" in "General Ledger Entries".


Hope this small little tips of Navision can help. : )

How Much Time Users Work Daily?

In Navision, we can actually track how long a user use Navision daily.

If we want to track all users, then we can activate it in our "General Ledger Setup" (Image 01) or it is only for selected users, then we can activate for individual users in "User Setup" (Image 02). Make sure "Register Time" field is tick.

Image 01

Image 02

After we activated it, Navision will keep tracks how much time user spents in Navision in minutes per day. You can view it in "Time Register" screen.


Cheers!

Backup your Navision License File

If you cannot remember where you keep your Navision License File, or you do not have a backup, then you can actually export out from Navision.

Go to menu Tools --> License Information --> Click Export --> Put in a file name and Save.

It is always advisable for users to keep a copy of their Navision License File.

Cheers!

Object Cache

If you have encountered some slow performance on Navision for only a particular client computer, then maybe you can increase the Object Cache.

Object cache, like cache (memory) , allows Navision to work faster. Object Cache are used to store objects such as code, descriptions and windows that will be used on the client computer.

This means that the client computer only needs to retrieve these objects once from the server.


Good Night!

Navision SQL - Single Login

Good morning!

Sometimes, we might want to login to Navision exclusively, maybe to do database backup or run some important batch job like "Adjust Cost - Item Entries".

So in Navision SQL, we can actually activate "Single User" under Menu --> File --> Database --> Alter --> Options Tab --> Tick Single User --> Click OK

By doing so, you are actually prevent other user to login to Navision. But in order to activate "Single Login", you must make sure all users have logout first. And after finished, don't forget to untick it, so other users can login back.



Cheers and have a nice day!

Navision - Standard Text Code

A small tips about Navision Standard Text Code.

As you know, we can actually setup some commonly use text in Navision.

Example, I have setup a standard text called TE with description of "Travel Expenses".

So in the Description field of any forms like Sales Invoice, Sales Order, Purchase Journal, etc we can actually type ? follow by code TE and it will give us Standard Text Description.

Instead of I click F6 from No. column to choose Text Code, it is much faster that I just just type ?te and hit Enter. Then it wil give the full description of Travel Expenses.


Another way, is to key in ? and hit enter to get a list of Standard Text Code.

Cheers! Will post some others tips soon. : )

Microsoft Dynamics NAV 4.0 SP3

Navision 4.0 SP3 will be released on these date:

Group 1 countries was released 2^rd October 2006 - Upgrade toolkit will follow early November
Group 2 countries (GR2) is expected to release ^th November 2006 - Upgrade toolkit will follow 20^th November
Group 3 countries (GR3) is expected to release ^th December 2006 - Upgrade toolkit will follow 18^th December

Group 1 countries list:-
AU - Australia, CA - Canada, DE - Germany, DK - Denmark, ES - Spain, FR - France, IE - Ireland, IT - Italy, MX - Mexico, NL - Netherlands, NZ - New Zealand, RU - Rusia, UK - United Kingdom, US - United States, W1

Group 2 countries list:-
AT - Austria, BE - Belgium, CH - Switzerland, CZ - Czech Republic, EE - Estonia, FI - Finland, LT - Lithuania, LV - Latvia, NO - Norway, PH - Philippines, PL - Poland, PT - Portugal, SE - Sweden

Group 3 countries list:-
BG - Bulgaria, CS - Serbian & Montenegro, GR - Greece, HR - Croatia, HU - Hungary, ID - Indonesia, IN - India, IS - Iceland, MY - Malaysia, RO - Romania, SG - Singapore, SL - Slovenia, SK - Slovakia, TH - Thailand, TR - Turkey

Last Updated: 8 Nov 2006

Welcome to MBS Navision Tips & Tricks Blog

Dear all Navision Users,

I always believe in this, the more someone share his / her knowledges with other peoples, the more he / she can remember and learnt.

Thus, I have created this blog "Navision Tips & Tricks" to share some of my experiences on Navision. I work as a Solution Consultion with one of Navision Partner in Malaysia. Been working with Navision since version 2.60 till the latest version 4.0 SP3.

Navision have go thru a lot of improvements and great enhancement since then. And I believe MBS Navision will have a better growth in the coming future.

I need to continue my work now. Doing some functional customisation on the Navision for one of the project currently managed by me.

I will post some Navision tips soon.