Our support team is frequently asked to develop import functions to pull Excel data into Dynamics NAV. In some cases, the development of dataports or XMLports is necessary, however, as an alternative, I increasingly see users taking advantage of copy...
The steps required to close a fiscal year in Dynamics NAV are relatively simple. First, accounting periods need to be closed via the “Close Year” function on the “Accounting Periods” page. Secondly, a journal needs to be created via the...
From the payment journal in Dynamics NAV, voiding an AP check is as simple as using the “Void Check” or “Void All Checks” page actions. These void options can be used when we’ve printed to the wrong printer or to...
In cases where you simply need to adjust a vendor or customer’s balance, the sales and purchase journals in Microsoft Dynamics NAV 2017 can be a big time saver. Consider a case where we have an open sales invoice that...
The FIFO or “First in, first out” inventory costing method dictates that costs associated with the earliest inbound movement of an item (purchase, positive adjustment, output, etc.) will also be the first taken out of inventory during sales, negative adjustments,...
*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are...
Over the past several versions of Microsoft Dynamics NAV, we’ve seen improvements in the application’s sorting functionality. In older versions of NAV, you were limited to a pre-defined set of sorting options. Adding an additional sorting key was possible but...
*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are...
*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are...
*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are...
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