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Image Analysis feature in Dynamics NAV 2018

In Dynamics NAV 2018, the Image Analyzer extension uses the Computer Vision API to analyze images that are attached to contact persons and items.

For example, this is useful for items because it lets you build up a stockpile of metadata about what you sell and use it to fine-tune search results when someone is browsing your web shop.

Image Analyzer is free in Dynamics NAV, but there is a limit to the number of items that you can analyze during a certain period of time. By default, you can analyze 100 images per month.

After you enable the extension, Image Analyzer runs each time you import an image to an item or contact person. You will see the attributes, confidence level, and details right away, and can decide what to do with each attribute. If you imported images before you enabled the Image Analyzer extension, you must go to the item or contact cards and choose the Analyze Picture action.

Requirements

There are a few requirements for the images:

  • Image formats: JPEG, PNG, GIF, BMP
  • Maximum file size: Less than 4 MB
  • Image dimensions: Greater than 50 x 50 pixels

How to enable Image Analyzer

To enable the Image Analyzer extension, do one of the following:

Method-1 : Open an item or contact card. In the notification bar, choose Analyze Images, and then follow the steps in the assisted setup guide.

 

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This will launch Image Analyser assisted setup guide, follow the step.

 

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Once you are done It will import your image for Analysing.

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Method-2 : Access the Service Connections, and then choose Image Analysis Setup.

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Choose the Enable Image Analyzer check box, and then complete the steps in the assisted setup guide.

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For URL and Key follow these steps:

Click on Computer Vision API Documentation

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Click on Try Computer Vision API

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Select your API Computer Vision API and then Get API Key

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Agree to T & C select your Country/Region and then Next

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Sign-In with the preferred account sign-in method

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Once done you will land on page which will have your Endpoint URL and Key

You must add /analyze at the end of the API URI, if it isn’t already there.

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Enter your Endpoint URL and Key and close the window.

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Now you import your Image, or select Analyze Picture if already imported

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This will analyze the Image and provide you with the Attributes.

The Image Analyzer Attributes page displays the detected attributes, the confidence level, and other details about the attribute. Use the Action to perform options to specify what to do with the attribute.

 

This is how you enable and configure your Image Analyzer Service.

 

To see how many analyses you have left in the current period

You can view the number of analyses you’ve done, and how many you can still do, in the current period.

Enter Image Analyzer Setup, and then choose the related link.

The Limit type, Limit value, and Analyzes performed provide the usage information.

 

To stop using the Image Analyzer extension

Enter Service Connections, and then choose Image Analyzer Setup.

Clear the Enable Image Analyzer check box.

 

I will come with more details as I proceed.

 

 

 

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New Changes or features for Application Users in Microsoft Dynamics NAV 2017

Although it is too early to discuss on features and capabilities which we are going to get in our new release, we should wait for exact information post release of same.

Here are few extracts from available documents pre-release of the product.

You will find most of the features similar to which we have discussed in our earlier posts for Madeira Preview Project.

 

Incoming documents

New modification to the list of incoming documents. Now it will have filtered view, a new field Processed is added, and now by default filter is applied to show only unprocessed incoming documents in the list.

However you can choose to still view all incoming documents in the list using the show Show All action.

When documents are posted, the processed flag is set to Yes, such that incoming documents that have been processed into posted documents are filtered out.

Capability is added to manually switch the Processed flag.

Now OCR supports for document extracting line details, when we send PDF or image files on incoming documents to Lexmark ICS, the 3rd-party provider of OCR services.

You can now create purchase invoices with multi-line details.

Now you can easily correct OCR errors before receiving the document and at the same time configure the service to avoid the known errors in future.

You can use the new Lexmark ICS online experience to visually train and validate the OCR processing of PDF and image files for incoming documents, such as vendor invoices.

From each incoming document record, you can now link directly to the online extracted document to validate the OCR result and train the service with your corrections.

A new Role Center Cue will give users capability to monitor incoming documents that await your OCR validation.

 

 

Inventory Items

Item attributes similar to one we saw in Madeira.

Capability to add attributes to your inventory items will make it easy for you to find the right product that your customer wants by filtering on attributes.

You can define your own attribute types, such as Base Material, Colour, Size, or other product dimensions, and attach to your items as a supplement to the built-in item attribute types and values.

When you access your items on documents or list, you can view and filter on the attribute values to limit the list of items.

By using Categorize items you can create a hierarchy of item categories and assign item attributes to each item category.

When you add items to a category, they will inherit the default attributes on the category.

This will ensures to have a common set of attributes on related items, will speed up the assignment of attributes to similar items, and allow filtering and navigating related items easily based on the category.

 

 

Smarter sales and purchase documents

Now you can cancel posted sales and purchase credit memos in the same way like you can do for posted sales and purchase invoices.

After performing this action you will find the credit memo is unapplied from the invoice and creates a new invoice that is applied to the credit memo.

This action will bring you to the earlier position where you created the credit memo. (Like Undo)

Package Tracking No. and Shipping Agent Code on sales invoices Posted sales invoices now show the package tracking number and the shipping agent code by default.

 

Account Categories in the Chart of Accounts

A new capability is added as account categories and sub categories.

Now you can group G/L Accounts to adjust your need for financial reporting.

For each G/L account, now you can specify the account category so that when ledger entries are posted to these accounts they are categorized as per your category.

For each account category, you can now choose from different sub-categories, even you can also create new sub-categories as per your need.

For example, for the G/L account category Expense, you can define as many sub-categories as you need so that you can differentiate between Expenses on different sources.

 

 

Payment reconciliation

The Payment Reconciliation journal now will show you total outstanding transactions and outstanding payments.

From there itself you can now look up the list of documents that have not been applied or used in the reconciliation process.

You can now also choose to include outstanding payments and outstanding transactions information in the Payment Reconciliation report.

 

Jobs

Project Manager Role Center

A new project manager field is added to the Job Card in order to give users clear sense of job ownership.

A new list My Jobs list is added on the Project Manager Role Center which will display jobs with the status of Order by default based on the new project manager field as discussed above.

If a person is assigned as the project manager to 5 jobs and those jobs have the On Order status, those 5 jobs will default on the My Jobs list on the Project Manager Role Center.

A new cue is added to the Project Manager Role Center to Create Job Sales Invoice, so now users will have quick access to this functionality.

On the Project Manager Role Center a new drop down list for Job Reports has been added to the Actions ribbon.

Job cost

A new fact box will be available to the right side of the Job Card to display the job’s cost information.

Now the term Contract is renamed as Billable throughout the Jobs module.

On the Job Card the Allow Schedule/Billable lines and Apply Usage Link options are marked by default for new jobs.

A new report called Job Quote is available so user can send a quote to a customer. This report is available as Word Template so it can be modified using Word and emailed to the contact on the job.

 

Fixed Assets

Now setting up fixed assets is simpler. A standard setup is provided, but allows you to modify it at anytime you want.

You can register fixed asset as cards with complete information, accounting details, and reporting classification.

You can also register purchases of fixed assets through special fixed asset G/L journals where you can also dispose of fixed assets. The right accounting entries are created automatically.

 

Simplified Setup for using Dynamics CRM from inside Dynamics NAV

As you are familiar Dynamics NAV includes opportunity management and basic customer relationship management.

You can easily set up a connection with Dynamics CRM to have more benefit from the strong capabilities that Dynamics CRM offers, such as marketing and customer service capabilities.

A new assisted setup guide to the Business Manager home page will be available that will guide you through the setup process. Once you are through with this setup, you’ll have a seamless coupling of Dynamics CRM records with Dynamics NAV records.

 

 

Simplified opportunity management and CRM functionality

You will find Dynamics NAV CRM module has been simplified and improved in a number of ways:

  1. At place of CRM wizard pages now you will have card pages, so that they can now also run in the Web client with improved user experience.
  2. Worksheet pages also been replaced by list pages so now you can also use the pages in browsers.
  3. The Contact card has been simplified by marking a number of controls as Additional, so that the page default looks simpler.
  4. Mail merge have been replaced with Word reporting. Also, new Word reporting capabilities added to generate email body content based on the related report and the selected report layout.
  5. A new Sales & Relationship Manager Role Center has been added

New wizard has been created that helps users set up email logging (default public folders, rules, and job queue setup).

 

Smart notifications give you advice and recommendations

Similar to one which we discussed in our earlier post for Madeira.

 

Extensions

Microsoft provides the following extensions:

  1. Envestnet Yodlee Bank Feeds
  2. PayPal Payments Standard
  3. QuickBooks Data Migration
  4. Sales and Inventory Forecast

Similar to Madeira few of them we have discussed in our earlier posts, rest will discuss in our upcoming posts.

 

Office 365

If your organization uses Office 365, Dynamics NAV 2017 includes an add-in so you can invoice your customers based on entries in your Outlook calendar.

From the Contacts List in Dynamics NAV, you can manually synchronize your Dynamics NAV contacts to Office 365 People.

The contacts from Office 365 will sync back to Dynamics NAV as well.

There is a filter that can be applied to the synchronization process so users will only need to sync the contacts they use most often. This same filter is used during the automatic background sync as well. This synchronization process also works with Microsoft Outlook on the desktop.

We will discuss in more details in our upcoming posts. This feature is too available in Madeira.

 

 

 

US financial reports

In the US version of Dynamics 2017, added new four financial reports to the Business Manager and Accountant Role Centers:

  1. Balance Sheet
  2. Income Statement
  3. Cash Flow Statement, and
  4. Retained Earnings Statement

These reports use G/L account categories and sub-categories discussed above to group financial data.

 

Source:- https://mbs.microsoft.com/Files/partner/NAV/Readiness_Training/ReadinessTrainingNews/WhatsNewDynamicsNAV2017LimitedBeta.pdf

I will come up with more details in my upcoming posts.

 

 

 

Smart notifications new feature added in August updates – Madeira

Smart Notification feature added to Project “Madeira” which will help user to work smarter.

Notifications could be like for a customer who has an overdue balance, or the available inventory is lower than the quantity you are about to sell, etc.

These notifications are shown as a tips in the context of the task you are doing, and you can choose to ignore the notification or to see details about the issue.

If you choose to see details for a notification, you can take action to resolve the issue, such as contacting the customer, buying more inventory, and so on.

It depends what you wish to do, Project “Madeira” just gives you advice and recommendations.

You will see such notifications in different areas of Project “Madeira”, and it’s up to your choice you want to react on them or ignore them.

Let’s see how it works:

For example on Sales Invoice i enter Quantity greater than available quantity.

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Notification kicks in like the warning message. I can continue working or see details using link Details in the notification.

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It is kept in mind that the subtle notifications help untrained users complete unfamiliar tasks and do not reduce productivity for the more trained user.

Hope you will find this feature helpful.

I will come up with more information in my up coming posts.

Till then keep exploring and learning.

 

 

 

How to – Set Up a Colored Indicator on Cues in Madeira

You can customize to show color indicator of Cues that changes color based on the data values in the Cues.

The indicator appears as a colored bar along the top border of the Cue tile.

From the Cue Setup window, you set up indicators for all the Cues that are available.

You can specify up to two threshold values that define three ranges of data values (low, middle, and high).

To set up colored indicators on Cues

Under Activities on your Home page

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Choose Set Up Cues.

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The Cue Setup window appears. The window lists the indicators that are currently setup up on Cues.

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To modify an indicator, edit the fields and modify, the values for the different thresholds.

The following table lists the colors that is displayed to the options of the Low Range Style, Middle Range Style, and High Range Style fields.

Option Color
None No color (same color as the Cue tile
Favorable Green
Unfavorable Red
Ambiguous Yellow
Subordinate Gray

I will come up with more informations in my up coming posts.

Till then keep exploring and learning.

 

 

How to attach additional 6 Shortcut Dimensions to Dimension Set when copy data to Journal from Excel

 

In my previous post I explained how we can copy data to-and-fro between Excel and Navision. Also we saw the limitation of additional 6 Shortcut Dimensions neither can be exported nor imported back.

Today we will see solution to this limitation, as it is required from several customers and we keep getting request for same. The same reader for whom I have posted my previous post have requested similar need.

If you missed my previous post you can find here : Copying data to-and-fro between Excel & Navision

Let us see how we can get this part working, yes it will require a small customization to get this working. Below I explain the steps we require to achieve this.

My example refers to Table 81 & Page 39. You can do same with other Journals too.

We will Add Custom Fields for these additional 6 Shortcut Dimensions.

 

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Add the Fields and write the above code to OnValidate trigger and set the Property accordingly for all of the 6 Shortcut Dimension Fields.

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Similarly add a piece of code to OnInsert trigger of the Table.

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Add our newly created Fields to Page too.

Now Let us check if it works as expected.

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Perform the operation as in previous post, this time add the newly created fields for Dimensions as shown in above screen.

If you missed my previous post you can find here : Copying data to-and-fro between Excel & Navision

Export and Import back by adding value to these additional Dimensions 1 &2 is Global 3-6 is my additional Shortcut Dimensions, 7-8 I have not included as not setup in my database.

After importing back check the Dimensions and you will find due to above customization my all the Shortcut Dimensions are attached to Dimension Set Entry.
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Yes we are done.

I will come up with more information in my upcoming posts. Till then keep exploring and Learning.

 

 

Copying data to-and-fro between Excel & Navision

ExcelToNavJnl

One of my reader has requested to show him how to export data from Nav Journal to Excel, perform correction and import back to Navision.

So let us see how can we perform this and what are the limitations.

Open the Journal in Navision.

Arrange and show all the Fields that you want to export to Excel on the page.

Fill some sample data. Say single line of Journal, way usually you do.

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Now Send to Excel using options shown in below screen.

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Data will get Exported to Excel.

Have you noticed something, with the data that got exported yo Excel?

Your 2 Additional Shortcut dimension was not Exported to Excel. Customer Group Code & Area Code, why?

Since these are not the actual fields in the table and it is calculated on Page level, so you will only be able to export Dim-1 & Dim-2 your Global Dimensions which is available as Field in the Table.

Make sure you enter Dimension Values in Capitals in Excel Columns.

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Now perform required changes to the Journal data.

Insert New Lines, Delete existing Lines or Edit existing Lines.

Make sure you don’t keep more than 30000 to 40000 lines, until this it works fine if more than this either performance is too slow or Navision gets hang while you copy back your data to Navision. Upto 40000 works fine have tested several time. Depending upon your system performance you can decide how much data will be ok for you.

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As we have seen above my 2 additional Dimensions is missing from the exported data. We need to match the columns what we have in our Excel and sequence. So we will hide/remove the additional columns from the Journal to match the sequence from Excel columns before we copy back our data from Excel to Navision.

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Select the Rows in excel containing you data excluding header columns and copy.

Return to your Journal and Paste as shown in above screen.

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Your modified data is imported back to the Journal in Navision.

Now perform the Journal action way you do normally.

 

Working with Item Attributes in Madeira

In Madeira you can assign item attribute values of different types to your items, which can then be used when searching for items.

Open your Item List/Card and in the right side of the window Factbox you see Item Attributes.

Today in this post we will see how to define, assign and use it for searching the items.

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Either from the List Page or Card Page Select Attributes as shown in below screen shot.

From Home or Action Tab Ribbon.

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It will show you all the Attributes and their Values assigned to the Item.

You can create New Attribute, Click on +New, a New Line will be inserted to Assign Attribute and its Value.

If you wish to create New Attribute for the Item from the Dropdown List click on +New.

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Attribute definition window opens.

Define you New Attribute. Once Attribute is created you need to define available values for the same. In below Screen i have created New Attribute “TopMaterial”.

To define applicable values for this Attribute from Ribbon click on Item Attribute Values.

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In Value window define all the applicable values and close the window.

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You will be returned to the previous Page and you can see your Attribute and Value defined, just we created in our above steps. Click on OK to return to previous page.

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Next we will Assign these Attribute and Values on the Item.

Select the Attribute and Value for the Item as shown in below screen.

After assigning click on OK to close the Page.

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When you return to your Item Card or List Page you will see that your New assigned Attribute and its Value is displayed on Factbox.

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Switch to your Item List Page.

From Ribbon click on Filter on Attribute a Filter window will open.

Select the Attribute and Value for filter that you want to assign.

Click on OK to apply the filter on the page.

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Since we have asigned this Attribute and Value on one Item, It will be filtered and all Items satisfying the filter condition will be displayed.

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The items in the Items window are filtered by the specified item attribute values.

Thats all for this post.

I will comeup with some more details in my upcoming posts.

Till then keep exploring and learning.

 

 

How to Setup Online Bank Feeds in Madeira

You need to be sure : The default company, CRONUS, that launches when you first log in to Project “Madeira” does not have electronic bank feeds enabled. To tryout this feature you must switch to trial Company “My Company“.

In Project “Madeira” you can connect to most of the online banks and download electronic bank feeds for use in bank reconciliation, avoiding tedious, manual reconciliation, reducing errors, and ensuring that your data is refreshed on a frequent basis.

When you log into MyCompany for the first time, a Company Setup wizard will guide you through setting up the basic company information, including using a bank feed service.

Dont forget to select “Use Bank Feed Service” in Company Setup Page to enable this Service.

You can Manage Bank Accounts & Feeds from Bank Account List Page.

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If you enable “Use Bank Feed Service” in Company Setup Page, a new section displays in the ribbon as shown in above screenshot with actions so that you can create a new bank account in Project “Madeira” based on the online bank feed, link already existing bank accounts to online bank feeds, unlinking online bank account feeds, or set up automatic download of feeds on a regular schedule.

When you reconcile bank accounts, you can download bank feeds on demand, as well as process automatically downloaded feeds if you have set up already.

In the Payment Reconcilliation Journal, you can import bank statements based on your bank feeds, and Project “Maderia“ will automatically suggest how payments are applied to ledger entries. You can change the application before you post.

Alternatively, you can import bank statements to the Bank Account Reconcilliation window and reconcile the statements with your ledger entries there.

I will come up with more details in my upcoming posts, till then keep practicing and Learning.

 

 

 

 

Gaining the Competitive Advantage with BI

See how a robust business intelligence solution can help you leverage technology in order to gain new visibility on your business that will enable profitable, data-driven decisions on a daily basis.

Video-1

 

Video-2

 

Finding the Right Business Intelligence Solution for your Company

Get answers to the most commonly asked questions around what to look for in a business intelligence solution and provider, including implementation expectations, important features to look for (that you probably didn’t know you need), and different options for report and dashboard distribution.

Watch Video here :

 

Create Production Orders for/from Sales Order

One of my reader have requested to demonstrate how he can create Sales Order which is directly associated with Sales Order.

Let us start with creating a Sales Order:

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Here you can see we don’t have Available Inventory to fulfil the demand of this Order.

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To fulfil the demand we will create Production Order for this Order.

Select Planning from Action TAB on Ribbon.

Sales Order Planning Window Opens, Select Create Production Order.

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Select the Status for Production Order as desired.

For Order Type you have 2 Options

  1. Item Order – Production Order is created for each Item on Lines
  2. Project Order – Single Production order for Entire Order

Select the desired option and respond to Yes.

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I have Selected Released & Project Order in my case.

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You can check that Quantity to be produced is reserved for this Order.

There could be the situation where you may have few Inventory available, in that case you need to reserve the quantity from Function before creating Production Order else all quantity will be created. In other case only short quantity will be a quantity of Production Order.

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Select the line from available lines in Item Ledger Entries (e.g. on hand inventory) and by using the ‘Reserve from Current Line’ function you can reserve those against the sales order line.  The ‘Reserved Quantity’ then gets updated and you can see the rest in the ‘Unreserved Quantity’ field.

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Although in this case entire line is already reserved from the Production Order.

But in case you want to reserve from any available Inventory in hand from Ledger entry.

This was one of the way how you can perform Creating Production Order and Reserving for Sales Order.

We can do the same by another way as below, directly creating Production Order for this Sales Order.

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Create a Production Order Select Source Type as Sales Header and Source No as Sales Order No.

Then Refresh the Production Order.

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This way we can create and Reserve the Item for required demand.

I will come with more details in my upcoming posts.

 

Basics of Demand, Forecast, MPS & MRP

What is MPS?

MPS term is used for Master Production Schedule. It is used to plan items which have direct demand. Like Sales Order, Service Orders and Forecasts. It is run Weekly based on Orders and forecasts for that period.

What is MRP?

MRP term is used for Material Requirements Planning. It is used to plan items which have dependent demand. Like sub items used to produce FG or are defined in BOM. It is run Daily to expedit parts required to produce the plan.

What is Forecast?

Forecasting allows your company to create “what if” scenarios and efficiently and cost-effectively plan for and meet demand. Accurate forecasting can make a critical difference in customer satisfaction levels with regard to order promising dates and on-time delivery.

The forecasting functionality in the program can be used to create sales or production forecasts, in combination or independently.

What is Demand?

Calculation is done order-by-order, meaning that the order that includes the demand line with the earliest due date or shipment date is considered first, and all other demand lines in that production order, irrespective of their individual due dates or shipment dates, are also calculated for that order. When the calculation is completed, all unfulfilled demand is displayed as planning lines, sorted by the earliest demand date, with the various quantity fields filled in.

Actual demand is calculated from Sales Order, Service Orders, Components Needed, Job Planning Lines.

This demand is compared with the Forcasted demands like defined in Production Forecast.

Regenerative Plan is calculated as per Period, MPS, MRP and other provided parameters.

Lets understand this via a simple Example:

Step-1

Define Forecast for Item A as requirement of 1000 Qty for Jan Month.

Step -2

Run the Regenerative Plan, you will get the Planning for Item A with due date as 1st Jan of 1000 Qty.

Let us see what happens under different demand levels.

Scenario-1

When demand is less than Forecast for the month.

Let us Make a Sales Order for 200 Qty of Item A.

Lets see the impact of this on our Plan.

Sales demand is for 200 Qty

Forecast demand will be for 800 Qty (1000 – 200)

Actual demand in this case is of 200 Qty

If we run our Plan 2 lines will be created as below

a) 200 Qty with due date equivalent to Sales Order date

b) 800 Qty with due date as 1st Jan from Forecast

If we see our Total demand is still 1000 Qty

Scenario-2

When demand is equal to Forecast for the month.

Let us Make a Sales Order for 1000 Qty of Item A.

Lets see the impact of this on our Plan.

Sales demand is for 1000 Qty

Forecast demand will be for 0 Qty (1000 – 1000)

Actual demand in this case is of 1000 Qty

If we run our Plan 1 line will be created as below

a) 1000 Qty with due date equivalent to Sales Order date

If we see our Total demand is still 1000 Qty

Scenario-3

When demand is greater than Forecast for the month.

Let us Make a Sales Order for 1500 Qty of Item A.

Lets see the impact of this on our Plan.

Sales demand is for 1500 Qty

Forecast demand will be for 0 Qty

Actual demand in this case is of 1500 Qty

If we run our Plan 1 line will be created as below

a) 1500 Qty with due date equivalent to Sales Order date

If we see our Total demand is now 1500 Qty

Will comeup with more details in my upcomming posts.

First update of Project “Madeira” is released – June 2016

What does this update includes?

 

Filter on unprocessed incoming documents

 

The list of incoming documents is now filtered to show only entries that have not been used to create posted documents with.

When documents are posted, the processed flag is set to Yes, such that incoming documents that have been processed into posted documents are filtered out.

You can choose to view all incoming documents in the list if desired, using the show Show All action.

You can also manually switch the processing flag.

 

Office Suite notifications are now enabled in Project “Madeira”

 

In the top right corner, next to the Settings menu, you will notice the bell symbol that you probably already know well from other Office products: That’s the Notifications menu.

Here you will receive notifications such as new mail and calendar reminders directly while working in Project “Madeira”.

 

New extensions, such as Sana Commerce for Project “Madeira” and ChargeLogic Payments that provides payment and credit card processing capabilities.

 

In Project “Madeira”, the Extension Management window lists all available extensions. Some extensions are provided by Microsoft, and other extensions are provided by other companies.

With the first update of Project “Madeira”, extensions have been added by other providers, and Madeira refer to the websites that these companies provide for more information.

Sana Commerce is the integrated B2B e-commerce platform for Project “Madeira” that helps wholesale, distribution and manufacturing companies efficiently run their business, improve their customer service and ultimately generate more revenue through easy online order processing and a 24/7 online access of product information. See the Sana Commerce website.

With ChargeLogic Notify, you can automatically deliver customized, targeted emails directly from Project “Madeira” for invoices, orders, shipments, returns, and sales quotes. Clearly provide the exact information you want with the exact look you want to increase customer satisfaction, promote your brand, and drive business. Using a powerful template system and business rules, you’ll be able to create personalized content and custom designs in an email format and send them to all parties associated with a communication. See the ChargeLogic website. .

 

For further details checkout Link and this Link.

 

 

Plug & Play – Power BI and Jet Enterprise in NAV 2016

This is where Power BI and Jet Enterprise really shine – they have the ability to understand NAV because they have little bundles of interpretation packs that can interpret NAV for you!

Checkout more via below shared link :-

http://www.catapulterp.com/plug-and-play-power-bi-and-jet-enterprise-in-nav-2016/

Krishi Kalyan Cess Feature for Microsoft Dynamics NAV 2013 R2 for India Released

Government has introduced a new Cess called ‘Krishi Kalyan Cess (KKC)’ in Finance Act 2016 which will take effect from 01-Jun-2016. It is imposed on all taxable Services at the rate of 0.5%. KKC is not a Cess on Service Tax but it is a tax on taxable services in addition to Service tax. It would be calculated in the same way as Service Tax is being calculated.

Download

IN7.1_TFS167310 – Krishi Kalyan Cess [9.04 MB – EXE]

Installation

Before this update can be installed, the following prerequisites are required:
Microsoft Dynamics ® NAV 2013 R2 India
Pre-requisites

  • NAV 2013 R2 RTM Database (Version 7.10.35473)
  • Import below Hotfixes sequentially
No. TFSID Fixes Description
1 TFS353595 TDS Zero Percent
2 TFS354411 FVU 3.9-4.1 and TDS Zero Pct
3 HF377555 GL Inconsistency
4 TFS160375 Swachh Bharat Cess

 

License Requirement

No new objects have been added through this update. Licensing refresh is not required.

 

Setup

The following fields are added to Service Tax Setup , setup values given below

S. No Field Description Value
1. KK Cess % 0.5
2. KK Cess Payable Account Balance  Sheet Account under Liabilities and Account Type = Posting
3. KK Cess Payable Interim Balance  Sheet Account under Liabilities and Account Type = Posting
4. KK Cess Receivable Interim Account Balance  Sheet Account under Assets and Account Type = Posting
5. KK Cess Receivable Account Balance  Sheet Account under Assets and Account Type = Posting
6. KK Cess Expense Account Income Statement Account and Account Type = Posting

For detailed information you can check this Link.

 

Setup Send Documents by Email in Madeira

To enable emails from within Project “Madeira”, start the Set Up Email assisted setup on the Home page. We have already seen this in our previous post, you can find it here.

To offer your customers to pay for sales electronically using a payment service, such as PayPal, you can also have the PayPal information and hyperlink inserted in the email body. We have already covered this in our previous post, you can find it here.

From all supported documents, you initiate emailing by choosing the Send action, on posted documents, or the Post and Send action, on non-posted documents.

Let us Setup document-specific email body for sales invoices.

From the search page find Report Selections Sales:

SetupEmail-10

Fill the Value as shown in below screen in same sequence.

SetupEmail-11

If you want to offer customers to pay for sales electronically, you can set up the related payment service, such as PayPal, and then have the PayPal information and hyperlink inserted in the email body as well. We have already covered this in our previous post, you can find it here.

Will come up with more details & feature explaination in my upcomming posts.

 

How do I process Sales Return? – In Maderia

We have seen in our previous post the feature where if a posted sales invoice has not yet been paid, then you can use the Correct or Cancel functions on the posted sales invoice to automatically reverse the involved transactions.

There could be the situation where customer wants partial refund or return of sales.

You can create the Credit Memo from the Posted Sales Invoice, which will create the Credit Memo for you and leave to you to modify and post the credit memo.

Most fields on the sales credit memo header are filled with the information from the posted sales invoice. You can edit all the fields, with new information that reflects the return agreement.

You can apply the Customer Entries via selecting the line with the posted sales document that you want to apply the sales credit memo to.

The posted sales documents that you applied the credit memo to are now reversed, and a refund payment can be created for the customer.

The sales credit memo is removed and replaced with a new document in the list of posted sales credit memos.

Let us see how we can achieve this in Madeira.

 

CorrectCancelSalesInvoice-12

Select the Sales Invoice and open it for action.

CorrectCancelSalesInvoice-13

Select Create Corrective Credit Memo.

CorrectCancelSalesInvoice-14

Perform the required correction and choose Apply Entries.

CorrectCancelSalesInvoice-15

Select the document to which you want this Credit Memo to be adjusted.

CorrectCancelSalesInvoice-16

Once Application is done, Post the Credit Memo.

Respond to Yes to post the Credit Memo.

Respond to Yes to Open the posted Credit Memo.

CorrectCancelSalesInvoice-17

This is the posted Credit Memo for the Invoice.

Let us check the Ledger for this Customer:

CorrectCancelSalesInvoice-18

Here you can see the net effect of the Credit Memo on Invoice.

Thats all for this post will come up with more features and details in my upcomming posts.

 

 

Correct or Cancel Unpaid Sales Invoices – in Madeira

Sometimes Invoices are posted in mistake or customer demands changes in invoice after posting.

Once the payment is initiated, partially or fully paid correction or cancellation is not allowed from Posted Sales Invoice itself. In such case you need to follow traditional way of doing so by passing Sales Credit Memo to Cancel the Sale and reimburse to customer manually.

 

What happens when you select Correct Action?

The Posted Invoice for which you say correct that invoice gets cancelled and new Sales Invoice with same information is created.

Naturally to maintain the integrity of data new Sales Invoice is created with new Document No.

A Sales Credit Memo for previous Invoice is created to void the effect of initial posted Sales Invoice.

The Canceled and Paid is marked on initial posted Sales Invoice document.

 

What happens when you select Cancel Action?

The Posted Invoice for which you say correct that invoice gets cancelled.

A Sales Credit Memo for previous Invoice is created to void the effect of initial posted Sales Invoice.

The Canceled and Paid is marked on initial posted Sales Invoice document.

 

Important Points:-

If the Canceled check box is selected, then you cannot correct or cancel the posted sales invoice because it has already been corrected or canceled.

Once the payment is initiated, partially or fully paid correction or cancellation is not allowed from Posted Sales Invoice itself.

 

Let us see how it works in Madeira:-

Login with your credentials to Madeira project.

 

CorrectCancelSalesInvoice-1

From the Navigation Bar choose Sales.

CorrectCancelSalesInvoice-2

Select Posted Sales Invoice. And choose to open the posted Sales Invoice.

CorrectCancelSalesInvoice-3

Select Correct to Modify the Invoice.

CorrectCancelSalesInvoice-4

Select Yes to continue with the process.

CorrectCancelSalesInvoice-5

Make the required modification to the Invoice and post it.

CorrectCancelSalesInvoice-6

Select Yes to continue with posting.

CorrectCancelSalesInvoice-7

Select Yes to continue.

CorrectCancelSalesInvoice-8

This is new modified Invoice that got posted.

Let us move to the original Invoice which we corrected.

CorrectCancelSalesInvoice-9

Select Show Corrective Credit Memo.

CorrectCancelSalesInvoice-10

This is the Credit Memo posted against the Invoice which we corrected.

CorrectCancelSalesInvoice-11

You can see the Closed and Canceled is Marked to TRUE.

 

 

How Do I : Setup or Adjust Item Cost in Madeira

 

In this post we will see how we can Setup Adjust Cost and how to Run Manually Item Cost Adjust Batch or Schedule the same.

ItemCost-1

Search the Page Inventory Setup using Search Page in Right top corner of your screen.

Search for Inventory Setup Page.

ItemCost-2

Make Sure Automatic Cost Posting is Setup as required.

Also Setup frequency of Automatic Cost Adjustment.

ItemCost-3

Option Behavior
Never Costs are not adjusted when posting
Day Costs are adjusted if posting occurs within one day from the work date
Week Costs are adjusted if posting occurs within one week from the work date
Month Costs are adjusted if posting occurs within one month from the work date
Quarter Costs are adjusted if posting occurs within one quarter from the work date
Year Costs are adjusted if posting occurs within one year from the work date
Always Costs are always adjusted when posting, irrespective of the posting date

Now we will Run the Adjust cost Item Entries Batch.
ItemCost-4

Apply the desired filter for Item or Category as desired.

Next you can run Immediately or can schedule for later execution.

If you require Immediately choose OK.

If you wish to schedule for Later Run choose Schedule.

ItemCost-5

Enter your Date & Time and click OK.

ItemCost-6

To check the status of the Scheduled Run, Search and open the Page Job Queue Log Entries.

ItemCost-7

You can find the Status of your Scheduled Job for Adjust Cost Entries.

ItemCost-8

It’s easy na.

I will come up with more details in my upcoming posts.

Till then keep Exploring & Learning.

 

 

How do I : Adjust Inventory in Madeira

Do you know, it is very easy to Adjust Inventory in Madeira.

Let us see how this action can be done.

Start with Login to Madeira using your credentials.

InvAdj-1

From Landing page, choose Item from Navigation Bar in Left.

InvAdj-2

 

From the list of Item choose Edit or View to access the Card of selected Item.

InvAdj-3

Now from action choose Adjust Inventory.

InvAdj-4

Enter your New Inventory Value. Like in Below screen I want to Add 50 more Inventory.

I Enter 150 including Existing Inventory in System.

InvAdj-5

Select OK.

Inventory now increases by 50 adding 100 to existing inventory making total of 150 available inventory.

InvAdj-6

We are done with our task, Adjusting Inventory.

I will come with more details in my upcoming posts.

Till then keep exploring and learning.

 

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Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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