Tag: 2015

Cumulative Updates, Tip & Tricks

Cumulative Update 18 for Microsoft Dynamics NAV 2015 released in April

Ashwini Tripathi

Cumulative Update 18 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2015.

Where to find Cumulative Update 18

You can download the cumulative update from KB 3151020 – Cumulative Update 18 for Microsoft Dynamics NAV 2015 (Build 45483).

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2015 Cumulative Update.

For information about how to work around a recent process change, see How to Get Back the ‘Hotfix Directories’ from NAV 2015 Cumulative Update 1.

For a list of all cumulative updates for this version, see Released Cumulative Updates for Microsoft Dynamics NAV 2015.

PowerBI.com

Microsoft Power BI for Beginners Table of Content

Ashwini Tripathi

In March I have written few posts on Power BI keeping in mind who are beginners.

In case you have missed here I present the link to all those posts here below.

 

Microsoft Power BI – Part – I

Introduction to Power BI and Creating Report from Excel Data, Local Files.

Microsoft Power BI – Part – II

Introduction to few Features of Power BI

Microsoft Power BI – Part – III

Power BI Desktop, Creating Dataset & Reports from In Premise Database installation

Microsoft Power BI – Part – IV

Power BI Gateway usage

Microsoft Power BI – Part – V

Scheduling Refresh of Dataset & Report created using In Premise Database

Microsoft Power BI – Part – VI

Power BI Microsoft NAV Content Pack

Microsoft Power BI – Part – VII

Power BI Mobile App

Microsoft Power BI – Part – VIII

Power BI Content Pack

Microsoft Power BI – Part – IX

Power BI Publisher for Excel

Microsoft Power BI – Part – X

ANALYZE IN EXCEL

I will come up with more features and other important details in my future posts.

You can find lots of materials on Power BI here : https://powerbi.microsoft.com/en-us/

https://powerbi.microsoft.com/en-us/learning/

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PowerBI.com

Microsoft Power BI – Part – VI

Ashwini Tripathi

Continuing from my previous post, if you have not seen yet please check it out it will help you continuing with this post.

You can check:

Microsoft Power BI – Part – I

Microsoft Power BI – Part – II

Microsoft Power BI – Part – III

Microsoft Power BI – Part – IV

Microsoft Power BI – Part – V

Today we will discuss how to use Power BI Content Pack:

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Few things to keep in mind to get report Generated Successfully.

Point-1 You have required objects for this content pack in your database.

If you are using 2016, you can skip this as these objects are available in 2016. If you are using 2015 or 2013 then export these objects from 2016 and import in your database.

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Above Pages will be present in your previous version of database, you need to import the 6 Query objects. These are necessary as these are used as source to fetch data from your data base by this content pack.

Point-2 Web Services need to be published.

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Make sure you use same name for Services as you may get error while connecting and refreshing/ fetching data using this content pack.

Point-3 SSL port and web address is used to access the services.

https is used as this will not work on http.

Self-signed certificate will not work which we use for test purpose for publishing services and testing. It will throw Trusted relationship connection type error. If you have one use the same instead using Self-signed certificate.

No worries, don’t be disappointed. I will give you tip to overcome this requirement just follow as below:

You may remember that in our previous post we installed and used Power BI Gateway, actually we got a Trusted Certificate which we can use for this purpose.

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Open IIS Manager on your system.

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Select Serve/ Machine in Left Navigation Tree and Select Server Certificates.

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Locate the Data Management Gateway SSL Certificate, this got installed when you installed Gateway. Double click to open the Properties of the certificate.

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Switch to Details Tab, Scroll down to find Thumbprint, and Copy the Thumbprint and paste to Notepad finally remove all space leading, trailing and any in between.

It should look like above right bottom corner notepad window no space in Thumbprint signature.

Copy this Value and use as Thumbprint in you Navision Service.

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Select Your Service.

Edit.

Paste the Certificate Thumbprint.

Make Sure SSL is Enabled for your OData Services.

Save.

Restart the Service.

We are done with the basic requirements now let us connect using Power BI Miscrosoft Navision Content Pack.

Now Login with your credentials to Power BI.

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From Left bottom corner Select Get Data.

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Select Get Data from Services.

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Scroll to find Microsoft Dynamics NAV Services and Select Connect.

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Copy your OData Service URL. Make sure you remove Service name from the URL and trailing ‘/’ after company name from the URL.

Select Next.

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Select the Authentication Method and then Sign In.

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Wait for few minutes you dataset will be loaded.

As a result you will get: Dataset, Report & Dashboard ready for you in few minutes depending upon the data volume and connection speed.

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The report and dashboard view will be as per the available data in your database.

Hurray!!!

You are done with your practice session.

This is a Holi Gift for my reader from my side.

I will come up with more features explanation and other Tips & Tricks in my upcoming posts, till then keep practicing and learning from blogs and helps available online.

 

Cumulative Updates

Cumulative Update 17 for Microsoft Dynamics NAV 2015 Released in March

Ashwini Tripathi

Cumulative Update 17 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2015.

Where to find Cumulative Update 17

You can download the cumulative update from KB 3145854 – Cumulative Update 17 for Microsoft Dynamics NAV 2015 (Build 45244).

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2015 Cumulative Update.

For information about how to work around a recent process change, see How to Get Back the ‘Hotfix Directories’ from NAV 2015 Cumulative Update 1.

For a list of all cumulative updates for this version, see Released Cumulative Updates for Microsoft Dynamics NAV 2015.

Cumulative Updates

Cumulative Update 16 for Microsoft Dynamics NAV 2015 has been released on 5th Feb 2016

Ashwini Tripathi

Cumulative Update 16 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2015.

 

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2015 Cumulative Update.

For information about how to work around a recent process change, see How to Get Back the ‘Hotfix Directories’ from NAV 2015 Cumulative Update 1.

For a list of all cumulative updates for this version, see Released Cumulative Updates for Microsoft Dynamics NAV 2015.

 

You can check for complete details here : https://blogs.msdn.microsoft.com/nav/2016/02/05/cumulative-update-16-for-microsoft-dynamics-nav-2015-has-been-released/

Corfu Navision 2016, Functional Tips, How To, Information, Tip & Tricks

How do I:Set Up Invoice Rounding

Ashwini Tripathi

One of my reader requested for this topic, since I am too late to respond, don’t now if this can help him in any manner. But still may help someone in future. From past 2 months I am too busy in other activities that I am unable to check and respond to mails and also very limited posts.

I would request to keep writing to me when ever I get some spare time will definitely respond in form of posts to your queries.

Here we go…

Please find the Link below for other part of this post for complete answer to the query in sequence posted separately each part of setup: “Please let me know how to setup invoice rounding in Navision 2015, step wise.”

I have taken screen shot from Navision 2016 although every thing remains same and equally applicable to Navision 2015.

If you want to automatic invoice rounding to deal with Local regulations or local custom may require the invoice to be rounded in a specific way required.

When an invoice is rounded, an extra line is inserted with the rounding amount and this line is posted additionally with the other invoice lines.

To use automatic invoice rounding, you must follow below steps: explained separately via different posts

Corfu Navision 2016, Functional Tips, How To, Information, Tip & Tricks

How do I: Enable the Invoice Rounding Function

Ashwini Tripathi

If you want your sales and purchase invoices are rounded automatically, you will have to activate the invoice rounding function.

To activate the invoice rounding function

  1. In the Search box, enter Sales & Receivables Setup or Purchases & Payables Setup, and then choose the related link.
  2. On the General Fast Tab, select the Invoice Rounding check box.

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You can activate invoice rounding separately for sales and purchase invoices.

Corfu Navision 2016, Functional Tips, How To, Information, Tip & Tricks

How do I: Set Up Rounding Rules for Foreign Currency

Ashwini Tripathi

To use the automatic invoice rounding function, you must set up rounding rules.

To set up rounding rules for foreign currency

  1. Open the Currencies
  2. In the Currencies window, fill in the Invoice Rounding Precision and Invoice Rounding Type For more information on specific field, select the field, and then press F1.

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Corfu Navision 2016, Functional Tips, How To, Information, Tip & Tricks

How do I: Set Up Rounding Rules for the LCY

Ashwini Tripathi

To use the automatic invoice rounding function, you will be required to set up rounding rules.

To set up rounding rules for local currency

  1. Open General Ledger Setup
  2. In the General Ledger Setup window, on the Respective Fast Tab, fill in the Amount Rounding Precision, Unit-Amount Rounding Precision, Rounding Precision (LCY) and Invoice Rounding Type (LCY) fields.

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You can take help of technical team to add/display fields not visible on the page. These fields are available in Table. For more details about fields you can use F1 help.

Corfu Navision 2016, Functional Tips, How To, Information, Tip & Tricks

How do I: Set Up General Ledger Accounts for Invoice Rounding Differences

Ashwini Tripathi

To use the automatic invoice rounding function, you will be required to set up the general ledger account or accounts in which the rounding differences will be posted. Before you can do this, you will be required to set up VAT product posting groups.

To set up general ledger accounts for invoice rounding differences

  1. Set up the account in the Chart of Accounts window and name it Invoice Rounding or as required name. (I am showing the standard Account defined in Demo Database, you can setup your own as per the requirement)
  2. In the Posting Type field, select <Blank>.
  3. Fill in the VAT Bus. Posting Group field or can leave blank.
  4. Fill in the VAT Prod. Posting Group You may want to set up a new group code that can be used for invoice rounding, if don’t have any existing to be used.

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Now you need to assign the invoice rounding account to posting groups in the Customer Posting Groups window and the Vendor Posting Groups window.

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