As NAV 2017 introduced new features, they have added some fields in Sales & Receivable Setups. These fields are explained below : Following new fields are added in the Sales & Receivable setup as compared to NAV 2016. Default Item Quantity Create Item from Description Allow Document Deletion Before The functionality of these fields are explained below : Default Item Quantity : By default it will not be checked.  If the user checks it then, the default quantity in a sales line will automatically be set to 1 . (This will work only if the Type in the Sales Line is Item). Create Item from Description:  By default it will not be checked.  If the user checks it then, while entering Item description in Sales Line if the system is unable to find the same description in Item master, the system will prompt the user to create a New item or Select an Item From Existing List, as shown below. 3. Allow Document Deletion Before: If the date is provided in this field, system will allow to delete the document (Invoice & credit memo) only after checking the posting date which should be before the date provided in these field. This features might be very small but are very useful in day to day activities  by the user.

Introduction: Purchase Quotation use to purchase items or services, and want to receive competitive offers from multiple vendors. In Purchase quote, vendors provide the prices and delivery times for the quantities of items that they specify. In the Search box, enter Purchase Quotes, and select the related link. Click on new to create new purchase quote. In the Buy-from Vendor No. field, select the vendor’s number. Select item in the type field in quote line. In the field, select the item number to be ordered. Enter the quantity you want to order in quantity field. Enter the Order date, Due Date, Expected receipt date on Purchase quote header. Once receive the price from vendor enter the price in Direct unit cost field. On Action tab click on Make order to create Purchase order from Purchase quote. You will get below Infolog when purchase order will be created. Conclusion: Purchase quotation is good feature in Dynamics NAV which allow you to create quote for items and services that you want to purchase from several vendors based on prices and time.  

Introduction: In this article, a workflow response is created in the standard purchase order workflow. This response sends an email to the vendor after release of the purchase order i.e when the send approval request of the purchase order is approved by the authorized approver, the status of the purchase order changes to Released  afterwhich an email is sent with  attachment in a .pdf format to the vendor. Pre-requisites 1.Microsoft Dynamics NAV 2017 Steps: 1. Configure smtp mail setup in the front end where you need to enter the sender’s email id and password. 2. Now to create a workflow response we need to create a global function in a new codeunit. Navigate to View tab select C/AL Globals or (Ctrl+G). click on the functions tab and under the Name type the function name, by default the function is a local function. 3. To make it a global function, select the function ‘SendEmailCode’ and click on view tab then click on properties. Set the Local to No, this will make the function global. Now click on the function then click on Locals button placed on the right side. Click on the return value tab and set return type as code and length as 128. This function calls another function ‘SendEmail’ 4. Create another global function with another name in this article I’ve used ‘SendEmail’. Set parameter to the record ‘Purchase Header’ and enable it as a variable. 5. In the below code, we first fetch the vendor email id and set it to a variable VendEmail. We use the FileManagement codeunit and set the ServerTempFileName as a ‘pdf’ file. We then save the report as pdf file.  We then use SMTPMail codeunit, The SMTPMAIL.CreateMessage sets the sender’s email id and recepients email id, subject of the email  SMTP.AddAttachment function attaches the purchase order in  a .pdf format. In SMTPMail.AppendBody function we can specify the body of the email. SMTP.Send functions sends the email. 6. Now the response created of sending email to the vendors need to be added to the workflow response library.  Create a global function, in the properties of the function click on the event field and select subscriber. In the Event Publisher object select the Workflow Response Handling codeunit (codeunit no. 1521)  In the Event Function field select OnAddworkflowResponseToLibrary.  Select the function and click on the Locals button and in the variables tab, create a variable for codeunit Workflow Response Handling. In the below code, we add the response to workflow library with name SendEmailVendor. This name is a text constant 7. Now to execute the response we need to create a global function. Create a global function, in the properties of the function click on the event field and select subscriber. In the Event Publisher object select the Workflow Response Handling codeunit (codeunit no. 1521) In the Event Function field select OnExecuteWorkflowResponse.  In the Locals for this function, in the variable tab create a variable for the record ‘workflow response’. 8. In the Dynamics NAV front end , navigate to workflows from the search bar. In the purchase order approval workflow, add the response ‘Send Email To Vendor’ then enable the workflow. 9. Navigate to Purchase order from the search bar and click on Send approval request button on the menu bar. 10. The email is sent to the vendor.  

Introduction: In my previous blog, I had mentioned the steps required to setup ACH payments to vendors in NAV. For more details of my previous blog, click here. After all the setups are done, the next step will be to Export and Transmit the ACH payment file. In this blog, I will be giving the procedure for the same. Pre-requisite: Microsoft Dynamics NAV 2017 (North America NA version). Procedure: Step 1: Navigate to Payment Journal. I have created a new payment general journal batch named ‘ACH’. Step 2: Select ‘Suggest Vendor Payments’ which processes open vendor ledger entries and creates a payment suggestion as lines in the Payment Journal window. Enter the Last Payment Date and the Posting Date. Enable Find Payment Discounts, Summarize per Vendor to create one line per vendor for each currency in which the vendor has ledger entries. Select the Bal. Account Type as ‘Bank Account’ and select the bank from which ACH payment has to be made in Bal. Account No. Select the Bank payment type as ‘Electronic Payment’. Select a filter as payment method code is ‘ACH’ so that open vendor ledger entries with vendor payment method code as ACH are displayed. Step 3: Export payments on journal lines to a file prior to transmitting the file to the bank. Select the ‘Export’ action. Output method is basically for the Remittance advice. Select the output method to save it. Step 4: The export file will be created automatically and saved in the Export folder. Now logon to the bank, upload the file and once verification is given from the bank that everything is perfect then it can be transmitted. Step 5: To transmit the payment, click on transmit. After transmitting the payment, NAV will remove the notepad file from export folder and transfer it in the transmit folder. Step 6: Last step is to post the payment. Note: To edit the format of the export file as per the bank requirement, you need to edit format of the Codeunit 10090 – Export Payments (ACH). Using the above procedure, it is possible to do ACH payments to vendors in Microsoft Dynamics NAV.  

Introduction: Transfer order are mainly used for Transfer of inventory from one location to another location. Below are the steps to create transfer Order In the Search box, enter Transfer Orders, and select the link Click on New button to create new transfer order. Select the Location in Transfer from Code field from where you want to ship the Inventory Select the Location in Transfer to Code field from where you want receive the Inventory. Select the Location in In-Transit Code field which is used for mainly material is shipped from one location but not received in another location. Select the Item, quantity on Transfer order lines. On Action tab, click on post button to ship the Inventory from one location. Select ship in message Box and click on OK. You can checked Quantity which are shipped in Quantity Shipped field. Then again click on Post button to receive the inventory in another location. Select Recive in message box and click on OK. You can checked Quantity which are received in Quantity Received field. Conclusion: Transfer orders involve posting items as shipped from one location and posting them as received at the other location.

Dynamics NAV 2017 gives the possibility to define own product attributes (e.g. colour or size) and assign them to the corresponding item, so the user can refine and structure his article range much better. Till NAV 2016 Item Categories were a simple List Where we can specify the Categories and some other default parameters but in NAV 2017 user can specify attributes in the Item categories. 1. In the Global Search, search for Item Categories. 2. User can define attributes in Item categories. 3. An Attribute assigned to the Parent will automatically get assigned to the Child Item Categories. Item categories also ensure a better hierarchical structuring of the items. While the previous version of the ERP system only offered one main and one hierarchical level, the Dynamics NAV 2017 version will enable multiple hierarchy levels to be added to the main hierarchy level, which can be defined specifically and in multiple languages. Items can be accordingly allocated to the respective categories. This feature ensures consistency across related items, saving considerable amounts of time during allocation.

One of the most dynamic and popular ERP systems among mid-sized organisations is microsoft dynamics nav integration. This is popular for its easy installation and super easy and understandable interface which literally anybody could learn within no time. It is the most needed system for the retailers where it controls your financials, supply chain, business intelligence and much more.  As retailers grow though. the need for integrating their NAV ERP becomes evident. Your ERP isn’t the only system needed to run your operations. Retailers must share the same data between their POS, eCommerce, marketplace, 3PLs, and other important systems. Integrating Microsoft NAV with other retail systems is no small task. To get you started, we put together this beginner’s guide so you can learn all the basics when considering integration. Introduction: Automated Clearing House (ACH) payments to vendors can be done through Microsoft Dynamics NAV. To do ACH payments, setup is required to be performed basically in four areas: Company information, Bank Account card, Vendor card and Vendor bank account. Pre-requisite: Microsoft Dynamics NAV 2017 (North America NA version) Purpose: In this blog, I will be covering the setups required to perform ACH payments to vendor bank accounts in NAV. Procedure: Step 1: Navigate to Company information card and enter Federal ID No. Step 2: Navigate to Bank Accounts and select the bank from which payment will be done to the vendor. Enter following fields in the bank account card 1. Bank Branch Number 2. Bank Account Number 3. Last Remittance Advice No. 4. Export format: Select from given three options i.e. US, CA (Canada), MX (Mexico) 5. E-pay Export File Path: Enter the path where you want the export file to be saved which will be transmitted to the bank. End the file path name with ‘\’ 6. Last E-Pay Export File Name: Enter a name of the file with numeric value as the last digit to the right and the extension. The first file name which will be saved will be incremented by 1. 7. E-Pay Trans. Program Path: Enter the path of the transmit folder. When user selects transmit in payment journal, NAV moves the file formed in Export folder to Transmit folder. End the file path name with ‘\’ 8. Transit No.: Enter the Transit number of the bank which is the bank’s routing number. Step 3: Navigate to the Vendor card and perform the following steps. I have created a new payment method code i.e ‘ACH’ so that it is easy to differentiate vendors that use ACH as their method of payment from vendors that accept checks. Select ‘ACH’ as the payment method code. Now, navigate to the Vendor’s bank account. Enter following fields in vendor’s bank account. 1.  Vendor’s bank branch no. 2.  Vendor’s bank account no. 3.  Vendor’s bank transit no. Select the ‘Use for Electronic Payments’ checkbox to enable ACH payments for this vendor. After filling in these fields, select the preferred bank account code in the vendor card. The above mentioned steps are the setups required to perform ACH payments to vendors in NAV. I will be covering the procedure required to export and transmit the payment file which is generated while doing ACH payment to vendors in my next blog.

Introduction: This article gives a step by step process to import a .csv file in Dynamics NAV 2017 for Bank Reconciliation. Pre-requisites: Microsoft Dynamics NAV 2017 Microsoft Excel Steps: 1. Browse to Data Exchange Definition page, and click on new to create a new data exchange setup. This setup enables us to import a specified bank statements file. 2. In the new ‘Data Exchange Definition’ enter the code and name. File type – Variable Text Type – Bank Statement Import Reading/Writing Xml Port – 1220 Ext Data Handling Codeunit – 1240 And in the Line definition enter the code, name and the column count 3.  Enter the column definition and associate appropriate data types. The columns are from the bank statement file which we need to map to Microsoft dynamics NAV. Go to Column definitions for Data Exchange Definition, and make sure Data Format has an uppercase M. 4.  Now click on the ‘Field Mapping’ button in the Line definition tab. 5.  The Data exchange Mapping window opens, click on new and enter the details Table Id: 274 Mapping codeunit:1248 And give a Name to the Mapping. In the Field Mapping tab, select the column number and map it with the appropriate field Id. 6.  Now in the search bar of the NAV Windows client, browse to Bank Export-Import setup and click on new and enter the details, fill the entries for code, name Direction – Import Processing Codeunit Id – 1270 In the Data Exchange Definition code, select the drop down to the Data exchange definition created and click on OK. 7.  Browse to ‘Bank account’ from the NAV Windows Client and select the bank where you want to import the bank statement. Click on Edit. In the Bank Statement Import format of the Transfer tab, select the bank import set up created. 8. Browse to the Bank account Reconciliation page and click on new, select the bank account where the Bank statement Import Format is assigned. 9. Click on the Import Bank Statement button under the Home tab. 10. Select the CSV file of the bank statement. 11. The Bank statement will be imported and you can view the changes in the Bank statement Lines tab.  

A blanket purchase order is  purchase agreement between the company and a vendor. It typically involves one item with multiple shipments at predetermined quantities, price and delivery dates. Scenario: Purchase person orders 1000 units of item that will be delivered 200 units for each week. Steps: 1) In the Search box, enter “blanket purchase orders”, and select the related link. 2) Click on new to create new blanket purchase order. 3) On the General FastTab, in the Buy-from Vendor No. field, select vendor 4) Keep the Order Date field blank. When the separate purchase orders are created from the blanket order, the program will set the order date of the purchase order equal to the current date. 5) On the Lines FastTab, in the Type field, select Item. 6) In the No. field, select item. 7) In the quantity field, specify quantity 200. 8) Specify date in Expected Receipt Date field. 9) Create four more lines and specify 200 quantity and expected receipt date in each line. 10) Now in Qty. to Receive field, keep the quantity of 200 for the first line and delete the quantity to receive in the other four lines. 11) On the Home tab, click Make Order. 12) Click Yes to create an order. 13) You will get message that states that a purchase order is created from the blanket order. 14) To open the purchase order, select the first line on Blanket order. 15) On the Lines FastTab, point to Line, then to Unposted Lines, and then click Orders. 16) On Home tab of the Purchase Lines page, click Show Document. Then the purchase order will appear. Conclusion: By using purchase agreement organization can buy a specified quantity, price, delivery dates by using multiple purchase orders over time.    

Dynamics 365 business central development is an ERP or Enterprise Resource Planning solution from Microsoft. It is undoubtedly one of the best in the market. A lot of Small and mid-sized companies are using this software to increase their efficiency and productivity of their teams.  It is easy to install and deploy this software. It is also quite affordable. The best part about it is that your employees can learn how to use it in a few days. Now, this is one of the key reasons why a lot of companies are happy to get this software. There are a lot of resources that are available to help people who are stuck with a problem to get over it quickly.  Introduction: This article is to import data from the Excel file into existing NAV table. This import matches the excel entries with the existing NAV table and modifies the records of the table on import of the excel file. To accomplish this, we create a report using Excel Buffer as the DataItem. Pre-requisites Microsoft Dynamics NAV 2017 Microsoft Excel. Steps: 1. Create a table with fields and populate it with data. 2. Create a excel file which you want to import. 3. A page is created with action button to Import data from excel. 4. A Report is created using Excel Buffer(table id 370) as a Data Item. The report property Processing Only is set to yes. Standard ‘ReadSheet’ function of the table Excel buffer is used to read the data from the Excel file. 5. A function is used to calculate the total number of rows and columns using Excel Buffer table. 6. On the PreReport function of the report we write the following code. 7. In the Insert Data function it initializes the table created in step 1,  sets the range from the matching fields and if found it inserts values in the table. 8. To open the Excel file and selection of sheet we write a code in the Request Page in  the Report. We use File Management codeunit to upload file. 9. Now run the page and click on the action Import then select the excel file. 10. The import is completed and we can view the modified changes on the page after the excel file import.