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25 tips and tricks for the Dynamics NAV user

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1 25 tips and tricks for the Dynamics NAV user

2 Tip 1: Search Bar Your ticket to everywhere!
7/19/2019 9:39 AM Tip 1: Search Bar Your ticket to everywhere! You can find any page, report, or view in your installation by using the Search field in the upper-right corner of the address bar. LIZ Quick Demo – use throughout presentation Type here or click Ctrl+F3 © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3 Tip 2: SYSTEM INDICATOR Are your users are in the
7/19/2019 9:39 AM Tip 2: SYSTEM INDICATOR Are your users are in the right Database (DEV, PROD) or Company (US versus GB)? On “Company Information” LIZ Type company information in search bar Navigate to the system indicator tab System Indicator field None Custom Text – you decide what to show Company Infor (shows the name detail from company information) Company (shows the abbreviation used when setting up “Companies”) Database (shows the name of the database) Company & Database (shows the name of the company & database) System Indicator Style – see slide for colors © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4 Tip 3: Last Places Visited
7/19/2019 9:39 AM Tip 3: Last Places Visited If you visit a lot of the same pages, click on the down carrot next to the back and forth arrows next to the file path bar. It will display links to the last pages you opened and you can select to return to them quickly. Michael For Those who prefer a quick list for frequently used pages as opposed to typing the search bar or taking long menu paths. Use the Down Carrot next to the navigation arrows. This will display a list of the last places visit ( note: it does clear if you close your session). Items are listed in reverse order and are limited to the last 10. Quick Demo © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5 Tip 4: CUSTOMIZING SCREENS
7/19/2019 9:39 AM Tip 4: CUSTOMIZING SCREENS Want to simplify your (NAV) life? It remembers! MIchael Demo and also do a customize ribbon. Go to Item List Downclick Carrot Choose Customize Customize Ribbon Left Box – avail not used Right Box On Ribbon Same for all Move Reports : General: Price List Show Price List on Report Ribbon © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6 Tip 5: Customize Fast Tabs
7/19/2019 9:39 AM Tip 5: Customize Fast Tabs A quick way to improve data entry efficiency! You can customize Fast Tabs on pages by: Add/remove tabs Add/remove fields Promote fields on headers Hide fields Mike Display Customization Page Demo adding and removing Fields. Remove fast tabs on Fields , Save and display Tabs. Demo the screen to users Good for Keyboard oriented users © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7 7/19/2019 9:39 AM Tip 6: Add Freeze Panes Keep the leftmost columns in place on any list! If you use the horizontal scroll bar to view all columns on a list page or on document lines, then you can add a vertical freeze pane to restrict some columns from scrolling. MIKE Much of NAV presentation on screen consists of “lists”. As these can get quite lengthy it can be easier to read if you freeze columns on your list, Much like you do in Excel. The headers on the lists are automatically frozen. Demo : Go to Customize this Page Choose Columns Freeze Columns © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8 7/19/2019 9:39 AM Tip 7: Cue Setup Specify the colored indicators on the Cues in the Role Center. LIZ Type “Cue Setup” in search bar User Name field - For each Cue, you can set up an indicator for all users in the company or a specific user. Blank for all users specific named user Table ID – subject area (warehouse, finance, sales) Cue ID – Available cue’s based on subject area © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9 Tip 8: Date Shortcuts Save yourself some time entering dates!
7/19/2019 9:39 AM Tip 8: Date Shortcuts Save yourself some time entering dates! t = today (computer system date) w = work date (manually choose on application menu) Formulas: C = Current D = Day(s) W = Week(s) M = Month(s) Q = Quarter(s) Y = Year(s) CW = Current week CM = Current month 10D = 10 days from today 2W = 2 weeks from today D10 = The next 10th day of a month WD4 = The next 4th day of a week (Thursday) LIZ Demo : using a date formula in a report or document with C, CM, last day of the month. © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10 Tip 9: Keyboard Shortcuts
7/19/2019 9:39 AM Tip 9: Keyboard Shortcuts Like using your keyboard? Hate your mouse? Escape – Close window or undo the data entry F8 – Copy from field above Right click on any field to see the available shortcuts for that field Visit the following for a complete list for your version of NAV 2016 2015 2013r2 2013 LIZ Demo Escape , F8 Show list from one of the above. © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11 Tip 10: Enter Quantities by Calculation
7/19/2019 9:39 AM Tip 10: Enter Quantities by Calculation When entering numbers into quantity fields, such as the Quantity field on an item journal line, you can enter the formula instead of the sum quantity. Examples If you enter 19+19, the field is calculated to 38. If you enter 41-9, the field is calculated to 32. If you enter 12*4, the field is calculated to 48. If you enter 12/4, the field is calculated to 3. LIZ Demo on a sales order © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12 7/19/2019 9:39 AM Tip 11: SESSIONS Just type sessions into the search bar to see who is signed in One user with multiple sessions? MIKE If you need to manage your user ids , especially in tight liscencing , You can use the session manager to track usage to an extent. Be Nicer to show IP address or other location based ID of connecting User Demo Search “Sessions” Kill Mcarr on A1214 © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13 Tip 12: NOTES vs COMMENTS vs LINKS
7/19/2019 9:39 AM Tip 12: NOTES vs COMMENTS vs LINKS All of them can be attached to objects albeit in different manners. None can be passed automatically to subsequent objects. Notes Comments Links Print on Documents Send notification to user role centers Attach to objects Text Only MIKE Show locations of various objects Items Customers Vendors © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14 Tip 13: FILTER to THIS VALUE
7/19/2019 9:39 AM Tip 13: FILTER to THIS VALUE Filter quickly to a single value any list view! MIKE Demo Demo wildcard *.* Beginning with tex* Ends with *tex Show multiples Various fields © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15 Tip 14: ADVANCED FILTERS AND SAVING VIEWS
7/19/2019 9:39 AM Tip 14: ADVANCED FILTERS AND SAVING VIEWS Always searching for the same kind of stuff? Remember the “GOTCHA!” (Changing a filtered value removes the current document open from your list.) MIKE Demo save a view and open it up Open Items Delete field(s) from Items and save to Home as Test – Summit Reopen Items © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16 Tip 15: Find Data as You Type
7/19/2019 9:39 AM Tip 15: Find Data as You Type Set your search field Click column heading to search on, then set default filter LIZ Demo changing set default filter column from number to name Demo typing name in field © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17 Tip 16: Inventory Warnings
7/19/2019 9:39 AM Tip 16: Inventory Warnings New NAV 2015 inventory warnings and blocks! Warning shows a pop-up of quantities exceeding available Prevention will block posting resulting in a negative value Set on Item Card Take into account the item’s replenishment setup (i.e. assemble to order) Caution: watch expected receipt dates LIZ Navigate to item card, edit, general tab Stockout Warning - Specifies if a warning is displayed when you enter a quantity on a sales document that brings the item’s inventory below zero (includes all sales document lines that have not yet been posted) Prevent Negative Inventory - Specifies if you can post a transaction that will bring the item’s inventory below zero If a purchase/production order has an expected receipt date prior to the date you are entering the sales order (even if its not posted) the system factors that in as available © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18 Tip 17: TEMPLATES Doing the same thing over and over and over?
Applies to Master Data (Items, Vendors, Customers, etc.) MIKE Set up template for an item Go to Items New Item Tab Apply Template Create NAVUG Template Add two Item fields Set up part as test Show the fields filled in © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

19 Tip 18: Copy Document Save time (re)creating similar documents
7/19/2019 9:39 AM Tip 18: Copy Document Save time (re)creating similar documents MIKE Demo new sales order from a posted shipping document. © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20 Tip 19: Export Data to Excel or Word
7/19/2019 9:39 AM Tip 19: Export Data to Excel or Word Anything can be exported to Excel or Word Master card data (customer, vendor, items, etc.) – note each fast tab appears on its own tab in excel Page data (sales orders, purchase orders, etc.) – note each fast tab appears on its own tab in excel Ledger/List data LIZ Show export rows to excel and add pivot table analysis © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21 Tip 20: Paste Excel in NAV Highlight top row to paste excel lines
7/19/2019 9:39 AM Tip 20: Paste Excel in NAV Highlight top row to paste excel lines Demo cut and paste in a journal, show error when only one cell is selected vs. the whole line. © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22 Tip 21: The Report Scheduler
7/19/2019 9:39 AM Tip 21: The Report Scheduler Run your reports so they are waiting for you in the morning.. Job Queue Entries LIZ 2 part setup First navigate to “Job Queues”, make sure there is a “report schedule“ job queue created and running, if not set up first Second navigate to ”Job Queue Entries”, create the report parameters you want © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

23 Tip 22: Year End Closing Tips
7/19/2019 9:39 AM Tip 22: Year End Closing Tips If you are using either Dimensions Or Business Units. In the Close By section you must click Business Unit Code and/or choose applicable dimensions to have the closing entries posted by Dimension or Business Unit. Otherwise the closing entry will be made in a gross total by account. This may have effects on prior year reports. Please consider whether this is required in your situation. MIKE © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

24 Tip 23: Standard Journal entry setup
7/19/2019 9:39 AM Tip 23: Standard Journal entry setup Create Standard Journals Create Standard entry with or without amounts. Note: Customize to use debit / credit instead of positive/negative for amounts Save as Standard Journal Retrieve as needed MIKE Demo creation and use Go to General Journals Create the Journal Save as Std with amounts Close screen Bring up Get Standard Journal Demo change amounts Close © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25 Tip 24: Service Type for Non-Stock Items
7/19/2019 9:39 AM Tip 24: Service Type for Non-Stock Items Positives: Creates Item ledger entries w/ no inv. value Shows on receiving and pick tickets Drawbacks: Can’t produce/consume on a prod. order Can’t use on an item journal Can’t perform physical inventory counts Watch posting group setup!! Monitor Rev. & Purch. G/L accounts to make sure sales and expenses make sense. Liz Field 27 ”Type” has been added to the item table, it will need to be added to the item card and list pages (if required) Good option for Drop Ship items Field must be added to card © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

26 Tip 25: Sources of Information
7/19/2019 9:39 AM Tip 25: Sources of Information Navug website and communities You Tube videos Microsoft Customer source tutorials Other websites (Top 25) LIZ General discussion of sources of information © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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