Sorting in Microsoft Dynamics NAV 2016

By Matt Batalden | February 18, 2016

Sorting in microsoft dynamics nav 2016

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 not something an end-user could accomplish from the front end. In Microsoft Dynamics NAV 2016, the user has complete control over data sorting. The role tailored client allows each user to create and store their preferred sortings for each list page.

Sorting Data in NAV 2016:

With the exception of flowfield columns, NAV allows the user to sort on any column of data presented in a list page.

Sorting on a single column

Let’s say that we want to see our customers sorted by zip code. To do so, simply click on the “zip code” column’s header and NAV will automatically sort the list based on zip code. You can click on the column header again to toggle between ascending and descending order. You also have the ability to set the ascending/descending order by right-clicking on the column’s header.

Sorting on multiple columns

Sometimes, we may have a need to sort our data based on multiple columns. Take for instance a case where we’d like to see our customers sorted by “location code” per salesperson.  To achieve these results, click on the “salesperson code” column (to sort the list by salesperson code), then shift/left click on the “location code” column.  NAV will then sort the customer list by salesperson, then per salesperson, by location.  If you then decided that you’d like to see the list sorted by salesperson, location, and then by zip code, you’d simply shift/left click on the “zip code” column’s header.

 

Saving Sorting Criteria in NAV 2016:

For situations where you know that you’ll be needing to use the same sort repeatedly, NAV allows you to save the filters/sorting that you’ve applied to a list for use in the future. This feature exists on every list page in Dynamics NAV.  In the example below, the customer list page has been adjusted to sort the data by “salesperson code”, then by “location code”.  Next, click “Save View As…” to save the view.

NAV 2016 sorting criteria

 

Once the view has been saved, it becomes visible from the navigation pane.  In the example below, I’ve saved two views.  One that opens the customer list filtered to only customers with an open balance and another that opens the list sorted by salesperson code, then by location code.

NAV 2016 sorting criteria

 

Related Posts

Recommended Reading:

Manage U.S. Use Tax on Purchase Orders in Dynamics 365 Finance and Operations

  Managing sales tax requirements on your business purchase can be complicated, but Dynamics 365 Finance and Operations can help […]

Read the Article
5.19.22 Dynamics CRM

How to Write a Great Support Ticket in the Stoneridge Support Portal

Submitting a support ticket through the Stoneridge Support Portal is a quick and effective way to get assistance for any […]

Read the Article

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article
5.5.22 Dynamics GP

The Real Story about the Long-Term Future of Dynamics GP Support

I’ve seen a number of people put forward comment that Dynamics GP is going away and you have to get […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Financial Enhancements

The Dynamics 365 Businses Central 2022 Wave 1 Release has a lot of new and exciting features to help your […]

Read the Article
4.29.22 Dynamics GP

Dynamics GP Transaction Removals: Bank Reconciliation

  This is part 2 of a 3 part series on Dynamics GP Transaction Removals. These quick tips will hopefully […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X