Development Tips, Functional Tips, How To, Maderia, Tip & Tricks

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.

 

 

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Corfu Navision 2016, Data, Development Tips, How To, Information, Instalation & Configuration, PowerShell, upgrade

Few Helpful PowerShell Commands which you can use for Upgrade Process in Navision 2016 – Part 2

You can use Windows PowerShell scripts to upgrade the latest version of Microsoft Dynamics NAV. Microsoft Dynamics NAV 2016 provides sample scripts that you can adapt for your deployment architecture.

Automating the Upgrade Process

When you upgrade to Microsoft Dynamics NAV 2016, you must first upgrade the application code, and then you upgrade the data.

In my earlier post I have explained this using PowerShell commands, you can find the link here: Helpful PowerShell Commands which you can use for Upgrade Process in Navision 2016

By using Windows PowerShell, you can automate both parts of the upgrade process. Also, you can use the same scripts to test each step in your upgrade process before you upgrade production databases.

You can combine this automated upgrade with a migration to multitenancy this makes maintenance easier for you.

The Sample Scripts for Code Upgrade

Microsoft Dynamics NAV includes sample scripts that illustrate how you can use Windows PowerShell cmdlets to upgrade your application to the latest version of Microsoft Dynamics NAV.

The sample scripts are located in the ApplicationMergeUtilities folder under the WindowsPowerShellScripts folder on the Microsoft Dynamics NAV product media.

However you can follow above post link steps explanation to get it done.

The Sample Scripts for Data Upgrade

Microsoft Dynamics NAV includes sample scripts that illustrate how you can automate the upgrade of data to the latest version of Microsoft Dynamics NAV.

The sample scripts are located in the Upgrade folder under the WindowsPowerShellScripts folder on the Microsoft Dynamics NAV product media. You can run the sample script using a partner license or a customer license.
PowerShell-3

To learn and follow MS suggested steps you can find details using this link. Automating the Upgrade Process using Windows PowerShell Scripts in Microsoft Dynamics NAV 2016

To run the sample script for the data upgrade of a Microsoft Dynamics NAV database, you must have a Microsoft Dynamics NAV 2013, Microsoft Dynamics NAV 2013 R2, or Microsoft Dynamics NAV 2015 database that is available on a SQL Server instance and is ready to be upgraded.

Here I present my version derived from above Steps:

To continue we will do some setup. Copy the Upgrade folder from above path and save as DataUpgradePSKit.

PowerShell-4

Create Folder OriginalScript and move the PS1 file on root to this folder although we don’t require for this exercise but you can safe copy for your reference. (Example, Set-PartnerSettings, Set-PowerShellEnvironment)

Create Backup folder, script will use to store backup of the database previous to start Upgrade process.

Create Upgrade Folder and place these files:

  • License File
  • New Merged Objects fob
  • Upgrade Toolkit / or your own prepared Upgrade Codeunits

PowerShell-5

  • Create ProcessLogs Folder, which will be used for recording log of Shell Script.

Here is the script which we will be using to perform our Data Upgrade process:

You can find this script here http://1drv.ms/1NyolVV or you can download from Menu of my Blog using Link Shared Files.

 

# Added below parameter values globally for ease of maintenance

# You just do correction on values here (as per your environment) and will be in effect for rest of below script

# No need to scan and change every occurrence for same value in different steps of the script.

# Select this section and Execute first so that these Variables value are available for rest of the script.

Import-Module ‘C:\Program Files\Microsoft Dynamics NAV\90\Service\NavAdminTool.ps1’

$NAVUpgrade_NAVServerInstance = “UpgradedDBfrom2013R2”

$NAVUpgrade_NAVServerServiceAccount = “NT AUTHORITY\NETWORK SERVICE”

$NAVUpgrade_FinSqlExeFile = “C:\Program Files (x86)\Microsoft Dynamics NAV\90\RoleTailored Client\finsql.exe”

$NAVUpgrade_IDEModulePath = “”

$NAVUpgrade_DatabaseServer = “INDEL-AXT5283VM”

$NAVUpgrade_DatabaseInstance = “”

$NAVUpgrade_DatabaseName = “Demo Database NAV (7-1)”

$NAVUpgrade_DatabaseToUpgradeBakFile = “C:\UserData\DataUpgradePSKit\Backup\DynamicsNAV70_BeforeUpgrade.bak”

$NAVUpgrade_NewVersionObjectsFobFilePath = “C:\UserData\DataUpgradePSKit\Upgrade\NewObjects.fob”

$NAVUpgrade_UpgradeToolkitObjectsFobFilePath = “C:\UserData\DataUpgradePSKit\Upgrade\Upgrade710900.FOB”

$NAVUpgrade_UpgradeObjectsFilter = “Version List=UPGTK9.00.00”

$NAVUpgrade_UpgradeLogsDirectory = “C:\UserData\DataUpgradePSKit\Upgrade\ProcessLogs”

#$NAVUpgrade_RapidStartPackageFile = ‘C:\UserData\DataUpgradePSKit\Upgrade\PackageSTCODES.rapidstart’

$NAVUpgrade_CurrentVersionLicenseFile = “C:\UserData\DataUpgradePSKit\Upgrade\DevLicense.flf”

$NAVUpgrade_PreviousVersionLicenseFilePath = “C:\UserData\DataUpgradePSKit\Upgrade\DevLicense.flf”

 

# Upgrade Steps:

Import-Module (Join-Path (Get-Location) ‘Cmdlets\NAVUpgradeCmdlets.psm1’) -DisableNameChecking

#1. Prepares the Windows PowerShell session by importing the required modules.

        # Import the NAV IDE Module.

Import-NAVIdeModule -IDEModuleSuggestedPath $NAVUpgrade_IDEModulePath -FinSqlExeFile $NAVUpgrade_FinSqlExeFile

Import-NAVManagementModule

Import-SqlPsModule

 

#2. Saves the current license from the Microsoft Dynamics NAV 2013, Microsoft Dynamics NAV 2013 R2, or Microsoft Dynamics NAV 2015 database.

# Backup current license from the application part of the database (table ‘$ndo$dbproperty’) , if it exists

        Export-NAVLicenseFromApplicationDatabase `

-DatabaseName $NAVUpgrade_DatabaseName `

-DatabaseServer $NAVUpgrade_DatabaseServer `

-DatabaseInstance $NAVUpgrade_DatabaseInstance `

-LicenseFilePath $NAVUpgrade_PreviousVersionLicenseFilePath

 

#3. Creates a backup of the Microsoft Dynamics NAV 2013, Microsoft Dynamics NAV 2013 R2, or Microsoft Dynamics NAV 2015 database, and then converts the database to Microsoft Dynamics NAV 2016.

        Backup-NAVSqlDatabase `

-DatabaseServer $NAVUpgrade_DatabaseServer `

-DatabaseInstance $NAVUpgrade_DatabaseInstance `

-DatabaseName $NAVUpgrade_DatabaseName `

-DatabaseBackupFilePath $NAVUpgrade_DatabaseToUpgradeBakFile

$NAVUpgrade_DatabaseSQLServerInstance = Get-SqlServerInstance -DatabaseServer $NAVUpgrade_DatabaseServer -DatabaseInstance $NAVUpgrade_DatabaseInstance

$NavServerInfo = New-Object PSObject

Add-Member -InputObject $NavServerInfo -MemberType NoteProperty -Name NavServerName -Value “$NAVUpgrade_DatabaseServer”

Add-Member -InputObject $NavServerInfo -MemberType NoteProperty -Name NavServerInstance -Value (Get-NAVServerConfigurationValue  -ServerInstance $NAVUpgrade_NAVServerInstance -ConfigKeyName “ServerInstance”)

Add-Member -InputObject $NavServerInfo -MemberType NoteProperty -Name NavServerManagementPort -Value (Get-NAVServerConfigurationValue -ServerInstance $NAVUpgrade_NAVServerInstance -ConfigKeyName “ManagementServicesPort”)

 

# Perform technical upgrade of the NAV database

        Invoke-NAVDatabaseConversion `

-DatabaseName $NAVUpgrade_DatabaseName `

-DatabaseServer $NAVUpgrade_DatabaseSQLServerInstance `

-LogPath $NAVUpgrade_UpgradeLogsDirectory\”Database Conversion”

 

#4. Connects the Microsoft Dynamics NAV 2016 Server instance to the converted database, imports the Microsoft Dynamics NAV 2016 license file, and then synchronizes the table schema.

 

# Connect the NAV Server to the NAV database

        Connect-NAVServerToNAVDatabase  `

-NAVServerInstance $NAVUpgrade_NAVServerInstance `

-NAVServerServiceAccount $NAVUpgrade_NAVServerServiceAccount `

-DatabaseServer $NAVUpgrade_DatabaseServer `

-DatabaseInstance $NAVUpgrade_DatabaseInstance `

-DatabaseName $NAVUpgrade_DatabaseName

# Import the new version license into the application database, and restart the server in order for the license to be loaded

        Import-NAVServerLicense -ServerInstance $NAVUpgrade_NAVServerInstance -LicenseFile $NAVUpgrade_CurrentVersionLicenseFile -Database NavDatabase

Set-NAVServerInstance -ServerInstance $NAVUpgrade_NAVServerInstance -Restart

# Synchronize the NAV database

        Sync-NAVTenant -ServerInstance $NAVUpgrade_NAVServerInstance -Mode Sync -Force

 

#5. Imports the application objects and upgrade toolkit objects from the specified .fob file, and then synchronizes the table schema again.

#   This updates the SQL Server database based on the new table schema that is defined by the imported application objects. Data that must be mapped to another table is saved in upgrade tables.

# Delete the tables from the previous version, using SynchronizeSchemaChanges Later.

# The new  objects we import will contain the new version of the tables.

        Delete-NAVApplicationObject `

-DatabaseName $NAVUpgrade_DatabaseName `

-DatabaseServer $NAVUpgrade_DatabaseSQLServerInstance `

-LogPath $NAVUpgrade_UpgradeLogsDirectory `

-Filter “Type=Table;ID=<2000000000” `

-SynchronizeSchemaChanges “No” `

-NavServerName $NavServerInfo.NavServerName `

-NavServerInstance $NAVServerInfo.NavServerInstance `

-NavServerManagementPort $NavServerInfo.NavServerManagementPort `

-Confirm:$false

# Import all the new objects and the upgrade objects, by delaying the schema synchronization

# If an $UpgradeToolkitObjects value has not been provided, then

#  the assumption is that the upgrade toolkit is within the same .FOB as the new objects

           if(!$UpgradeToolkitObjects)

{

# Import FOB file containing the new version of the application objects, including the upgrade toolkit

Import-NAVApplicationObject `

-Path $NAVUpgrade_NewVersionObjectsFobFilePath `

-DatabaseName $NAVUpgrade_DatabaseName `

-DatabaseServer $NAVUpgrade_DatabaseSQLServerInstance `

-LogPath $NAVUpgrade_UpgradeLogsDirectory `

-ImportAction “Overwrite” `

-SynchronizeSchemaChanges “No” `

-NavServerName $NavServerInfo.NavServerName `

-NavServerInstance $NAVServerInfo.NavServerInstance `

-NavServerManagementPort $NavServerInfo.NavServerManagementPort `

-Confirm:$false

}

else

{

 

# Import FOB file containing the new version of the application objects

Import-NAVApplicationObject `

-Path $NAVUpgrade_NewVersionObjectsFobFilePath `

-DatabaseName $NAVUpgrade_DatabaseName `

-DatabaseServer $NAVUpgrade_DatabaseSQLServerInstance `

-LogPath $NAVUpgrade_UpgradeLogsDirectory `

-ImportAction “Overwrite” `

-SynchronizeSchemaChanges “No” `

-Confirm:$false

 

# Import FOB file containing the upgrade codeunit and upgrade tables

Import-NAVApplicationObject `

-Path $NAVUpgrade_UpgradeToolkitObjectsFobFilePath `

-DatabaseName $NAVUpgrade_DatabaseName `

-DatabaseServer $NAVUpgrade_DatabaseSQLServerInstance `

-LogPath $NAVUpgrade_UpgradeLogsDirectory `

-ImportAction “Overwrite” `

-SynchronizeSchemaChanges “No” `

-Confirm:$false

}

# Synchronize the metadata changes to SQL

        Sync-NAVTenant -ServerInstance $NAVUpgrade_NAVServerInstance -Mode Sync -Force

#6. Calls the Start-NAVDataUpgrade cmdlet to verify the data upgrade preconditions and transfer data from the upgrade tables to the destination tables.

# Invoke the Data Upgrade process

        Invoke-NAVDataUpgrade -ServerInstance $NAVUpgrade_NAVServerInstance

 

#7. Deletes all obsolete tables and the upgrade toolkit objects.

# Delete Upgrade Toolkit objects

        Delete-NAVApplicationObject `

-DatabaseName $NAVUpgrade_DatabaseName `

-DatabaseServer $NAVUpgrade_DatabaseSQLServerInstance `

-LogPath $NAVUpgrade_UpgradeLogsDirectory `

-Filter “$NAVUpgrade_UpgradeObjectsFilter;ID=<2000000000” `

-SynchronizeSchemaChanges “Force” `

-NavServerName $NavServerInfo.NavServerName `

-NavServerInstance $NAVServerInfo.NavServerInstance `

-NavServerManagementPort $NavServerInfo.NavServerManagementPort `

-Confirm:$false

 

#8.       Initializes all companies in the upgraded database. If you specified a RapidStart package in the Set-PartnerSettings.ps1 file, the package is applied to all companies.

# Optionally, run RapidStart package import

        if($NAVUpgrade_RapidStartPackageFile)

{

Invoke-NAVRapidStartDataImport -ServerInstance      $NAVUpgrade_NAVServerInstance -RapidStartPackageFile $NAVUpgrade_RapidStartPackageFile

 

}

 

The sample script is intended to be run in the context of a Microsoft Dynamics NAV 2016 deployment, including the Microsoft Dynamics NAV Server instance.

The Microsoft Dynamics NAV Server instance cannot be multitenant. When the sample script runs successfully, the result is a Microsoft Dynamics NAV 2016 database that is connected to a Microsoft Dynamics NAV 2016 Server instance, and which uses a Microsoft Dynamics NAV 2016 license.

You may face some permission related issues, take help of you IT person if not sure about the nature of issue or use Administrator login.

I will come with more details in my next posts.

 

 

Corfu Navision 2016, Development Tips, How To, Information, upgrade

Helpful PowerShell Commands which you can use for Upgrade Process in Navision 2016

In today’s post we will see some Power Shell Commands which will be helpful while performing Upgrades using PowerShell. For below commands to exercise you will need to create/prepare Folder Structure as below else you will have to modify the path in below script as one which you will be using.

For your ease I have uploaded the below script in form of text file named ‘MyPowerShellScript.txt’ which you can get using this link http://1drv.ms/1OOf7If alternatively from Menu of my blog side use Shared Files to access the file.
PowerShell-1

Extract you objects in Text format from Base, Customized and Target Database and place in respective folders. One text file per object will be better option for getting more clear insight on Results. You can find the command for Splitting the File per object in below Script.

After opening the PowerShell or ISE change your folder to Upgrade Demo as in my case it will be:

PS C:\userdata\upgrade demo>
PowerShell-2
Select the Script and Press Button in Toolbar Run Selection (F8) in Windows PowerShell ISE (Desktop App).

#1. Start Import NAV Module

Import-Module “${env:ProgramFiles(x86)}\Microsoft Dynamics NAV\90\RoleTailored Client\Microsoft.Dynamics.Nav.Model.Tools.psd1” -force -DisableNameChecking

Get-Help “NAV”

This is must in order to run all below commands.

#2. Merge Objects

# Compare ORIGINAL and MODIFIED and merge onto TARGET, then put the merged files in RESULT

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force

# Standard PowerShell table formatting with sorting on Object Type, Id

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force -PassThru |

Sort-Object ObjectType, Id |

Format-Table

# Use PowerShell VARIABLE, PIPING, FILTER, and LISTS – capture result in variable, then list file names of ORIGINAL and TARGET files in conflict 

$myVariable = Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -TargetPath .\TARGET\*.txt `

-ModifiedPath .\MODIFIED\*.txt -ResultPath .\RESULT -Force

$myVariable.Summary

$myVariable |

Where-Object MergeResult –eq ‘Conflict’ |

Select Original, Target |

Format-List

# Open NOTEPAD for each CONFLICT file 

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -TargetPath .\TARGET\*.txt `

-ModifiedPath .\MODIFIED\*.txt -ResultPath .\RESULT -Force -PassThru |

Where-Object MergeResult -eq ‘Conflict’ |

foreach { NOTEPAD $_.Conflict }

# Handling Documentation triggers: Merged by default, but conflict can either be treated as real conflict (Strict) or both inserted (ModifiedFirst or TargetFirst)

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\pagXXXX.txt -ModifiedPath .\MODIFIED\pagXXXX.txt `

-TargetPath .\TARGET\pagXXXX.txt -ResultPath .\RESULT\pagXXXX.txt -Force -DocumentationConflict Strict

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\pagXXXX.txt -ModifiedPath .\MODIFIED\pagXXXX.txt `

-TargetPath .\TARGET\pagXXXX.txt -ResultPath .\RESULT\pagXXXX.txt -Force -DocumentationConflict ModifiedFirst

#3. Merge Format Output

# Compare ORIGINAL and MODIFIED and merge onto TARGET, then put the merged files in RESULT

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force

# Same: Capture the rich output in a PowerShell variable for further processing

$result = Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force

# Using the variable: Use standard PowerShell outputting of variable 

$result

# Using the variable: Use the Summary property of the result 

$result.Summary

# Using the variable: Use standard PowerShell table formatting 

$result | Format-Table

# Use standard PowerShell table formatting 

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force -PassThru |

Format-Table

# Use standard PowerShell table formatting with sorting on ObjectType, Id 

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force -PassThru |

Sort-Object ObjectType, Id |

Format-Table

# Use standard PowerShell graphical output (GridView) 

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force -PassThru |

Out-GridView

#4. Merge Filter Output

 # Compare ORIGINAL and MODIFIED and merge onto TARGET, then put the merged files in RESULT

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force

# Same: Plus use PIPING, PASSTHRU and FILTER – show objects with CONFLICT only

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -TargetPath .\TARGET\*.txt `

-ModifiedPath .\MODIFIED\*.txt -ResultPath .\RESULT -PassThru -Force |

Where-Object MergeResult –eq ‘Conflict’

# Same: Plus use PIPING, PASSTHRU, FILTER, and COUNT – count MERGED objects

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -TargetPath .\TARGET\*.txt `

-ModifiedPath .\MODIFIED\*.txt -ResultPath .\RESULT -PassThru -Force |

Where-Object MergeResult –eq ‘Merged’ |

Measure-Object

# Same: Plus use PIPING, PASSTHRU, FILTER, and LISTING FILES – list file names of ORIGINAL and TARGET files in conflict 

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -TargetPath .\TARGET\*.txt `

-ModifiedPath .\MODIFIED\*.txt -ResultPath .\RESULT -PassThru -Force |

Where-Object MergeResult –eq ‘Conflict’ |

Select Original, Target |

Format-List

#5. Merge and open Conflicts files using External Tools

 # Compare ORIGINAL and MODIFIED and merge onto TARGET, then put the merged files in RESULT 

$result = Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force

# Open NOTEPAD for each CONFLICT file 

$result |

Where-Object MergeResult -eq ‘Conflict’ |

foreach { NOTEPAD $_.Conflict }

#6. Merge and Documentation Triggers

 # Compare object DOCUMENTATION modifications: Body-text (can be merged) and version list additions (potential conflict). 

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\pagXXXX.txt -ModifiedPath .\MODIFIED\pagXXXX.txt `

-TargetPath .\TARGET\pagXXXX.txt -ResultPath .\RESULT\pagXXXX.txt -Force -DocumentationConflict ModifiedFirst

# Same: But STRICT on conflicts. 

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\pagXXXX.txt -ModifiedPath .\MODIFIED\pagXXXX.txt `

-TargetPath .\TARGET\pagXXXX.txt -ResultPath .\RESULT\pagXXXXa.txt -Force -DocumentationConflict Strict

#7. Merge and import in CSIDE

# Compare ORIGINAL and MODIFIED and merge onto TARGET, then put the merged files in RESULT 

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force

# Locate subset (code units) of partionally merged object files, combine them into a single file for performance, and import them into C/SIDE (parameter -Database for you to provide). All throught piping. 

Get-ChildItem .\RESULT\COD*.txt |

Join-NAVApplicationObjectFile -Destination .\RESULT\partially-merged.txt |

Import-NAVApplicationObject

#8. Merge and Export Result to Excel Output 

# Compare ORIGINAL and MODIFIED and merge onto TARGET, then put the merged files in RESULT 

$result = Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force

$AutoMerged = ($result | Where-Object MergeResult -eq ‘Merged’).Count

$Conflict   = ($result | Where-Object MergeResult -eq ‘Conflict’).Count

$Unchanged  = ($result | Where-Object MergeResult -eq ‘Unchanged’).Count

$Inserted   = ($result | Where-Object MergeResult -eq ‘Inserted’).Count

$Unknown    = ($result | Where-Object MergeResult -eq ‘Unknown’).Count

$Deleted    = ($result | Where-Object MergeResult -eq ‘Deleted’).Count

$Title      = “MySample”  # update Excel template file to allow blanks and special characters

$excelPath = “$(Get-ItemProperty ‘HKLM:\SOFTWARE\Microsoft\Windows\CurrentVersion\App Paths\excel.exe’ | select -exp Path)\Excel.exe”

& $excelPath “.\Merge Result Sample.xlsm” “/e/$Title/$AutoMerged/$Conflict/$Unchanged/$Inserted/$Unknown/$Deleted”

# Start-Process -FilePath “.\Merge Result Sample.xlsm” -ArgumentList “/e/BAS/$AutoMerged/$Conflict/$Unchanged/$Inserted/$Unknown/$Deleted”

#9. Compare

 # Compare ORIGINAL and MODIFIED and output MULTIPLE separate DELTA files 

Compare-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -DeltaPath .\DELTA -Force

# Compare ORIGINAL and TARGET, pipe the result into the Update-cmdlet (in particular the DELTA parameter) 

Compare-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -DeltaPath .\DELTA -Force -PassThru |

Update-NAVApplicationObject -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force

#10. Compare Piped

 # Compare ORIGINAL and TARGET and output ONE summary DELTA file 

Compare-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\TARGET\*.txt -DeltaPath .\RESULT\sum-of-deltas.txt -Force

#11. Update Piped

# Compare ORIGINAL and MODIFIED and output MULTIPLE separate DELTA files, capture result in variable to apply multiple times 

$myDifferences = Compare-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -DeltaPath .\DELTA -Force

# Apply a captured set of differences to TARGET objects using the Update-cmdlet 

$myDifferences |

Update-NAVApplicationObject -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force

#12. Join & Split Object Files

# Join all Codeunit-TXT-files into a single TXT-file

Join-NAVApplicationObjectFile -Source .\ORIGINAL\COD*.txt -Destination .\RESULT\all-codeunits.txt -Force

# Join list of Codeunit-TXT-files into a single TXT-file 

Join-NAVApplicationObjectFile -Source .\ORIGINAL\COD1.txt, .\ORIGINAL\COD2.txt, .\ORIGINAL\COD3.txt -Destination .\RESULT\3-codeunits.txt -Force

# Split a single TXT-file with multiple application objects into separate files in the DESTINATION folder 

Split-NAVApplicationObjectFile -Source .\RESULT\all-codeunits.txt -Destination .\SEPARATE -Force

Make sure you have created Separate Folder before executing this script.

#13. Get Application Properties 

# Show values of application properties in CODXXXX.TXT 

Get-NAVApplicationObjectProperty -Source .\RESULT\CODXXXX.txt

#14. Set Application Properties

# Set all object properties on named object COD1.TXT: VersionList to DemoV1, Modified as modified, and Date and Time to current date/time (show outcome) 

Set-NAVApplicationObjectProperty -TargetPath .\RESULT\COD1.txt -VersionListProperty “DemoV1” -ModifiedProperty Yes -DateTimeProperty (Get-Date -Format g)

Get-NAVApplicationObjectProperty -Source .\RESULT\COD1.txt

# Set date/time to a fixed, machine-locale agnostic date (January 1st, 2015) on Merged objects 

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force -PassThru |

Where-Object MergeResult –eq ‘Merged’ |

foreach { Set-NAVApplicationObjectProperty -TargetPath $_.Result -DateTimeProperty (Get-Date -Year 2015 -Month 1 -Day 1 -Hour 0 -Minute 0 -Format g) }

# Capture merge-result in variable, set VersionList property as an concatenation of Modified and Target values with trailing ‘!’ 

$result = Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force

$result |

Where-Object MergeResult –eq ‘Merged’ |

foreach { Set-NAVApplicationObjectProperty -TargetPath $_.Result -VersionListProperty “$_.Modified.VersionList,$_.Target.VersionList!”;

Get-NAVApplicationObjectProperty -Source $_.Result }

# Display property VersionList of CODXXXX.TXT in MODIFIED, TARGET, and RESULT 

Get-NAVApplicationObjectProperty -Source .\MODIFIED\CODXXXX.txt | select VersionList

Get-NAVApplicationObjectProperty -Source .\TARGET\CODXXXX.txt | select VersionList

Get-NAVApplicationObjectProperty -Source .\RESULT\CODXXXX.txt | select VersionList

#15. Set Application Properties

# Set date/time to fixed date (January 31st, 2015) on Merged objects 

Merge-NAVApplicationObject -OriginalPath .\ORIGINAL\*.txt -ModifiedPath .\MODIFIED\*.txt -TargetPath .\TARGET\*.txt -ResultPath .\RESULT -Force -PassThru |

Where-Object MergeResult –eq ‘Merged’ |

foreach { Set-NAVApplicationObjectProperty -TargetPath $_.Result -DateTimeProperty “31-1-2015” }

#16. Export Language

# Export ONE language (Spanish) from a single object file.  

Export-NAVApplicationObjectLanguage –Source .\original\TAB14.TXT -LanguageId “ESP” -Destination .\result\TAB14-ESP.TXT -Force

# Export one language (Spanish) from a single object file with non-standard code page ENCODING.  

Export-NAVApplicationObjectLanguage –Source .\original\TAB14.TXT -LanguageId “ESP” -Destination .\result\TAB14-ESP-UNICODE.TXT -Encoding Unicode -Force

# Export ONE language (Spanish) from ALL objects into a SINGLE file. 

Export-NAVApplicationObjectLanguage –Source .\original\*.TXT -LanguageId “ESP” -Destination .\result\ALL-ESP.TXT -Force

# Export MULTIPLE languages (Spanish, US English) from ALL objects

Export-NAVApplicationObjectLanguage –Source .\original -LanguageId “ESP”,”ENU” -Destination .\result -Force

# Export ALL languages (Spanish, US English, Danish) from ALL objects into result folder  

Export-NAVApplicationObjectLanguage –Source .\original -Destination .\result -Force

# Export ALL languages (Spanish, US English, Danish) from ALL objects into a SINGLE file

Export-NAVApplicationObjectLanguage –Source .\original -Destination .\result\single.txt -Force

#17. Import Language  

# Import Spanish language from FULL translation file into a single object 

Import-NAVApplicationObjectLanguage –Source .\original\TAB14.TXT -LanguageId “ESP” -LanguagePath .\result\ALL-ESP.TXT -Destination .\result -Force

#18. Remove Language

# Remove Spanish captions from a single object 

Remove-NAVApplicationObjectLanguage –Source .\target\TAB14.TXT -LanguageId “ESP” -Destination .\result\TAB14-ESP-REMOVED.TXT -Force

# Remove all captions from multiple objects, result in a single file 

Remove-NAVApplicationObjectLanguage –Source .\target\TAB14.TXT, .\target\PAGXXXX.TXT -Destination .\result -Force

#19. Test-Languages 

# Test all Spanish captions are present. PowerShell error returned, if translations are missing.

Test-NAVApplicationObjectLanguage –Source .\original\TAB14.TXT -LanguageId ESP

# Test all Danish captions are all present. Catch error situation and report nicely back to the script. 

try

{

Test-NAVApplicationObjectLanguage –Source .\original\TAB14.TXT -LanguageId DAN -ErrorAction Stop

}

catch

{

Write-Host “One or more translations are missing for the DAN language.” -ForegroundColor Yellow

}

# Test all Danish and Spanish captions are all present. With -PassThru a warning is reported and tranlation lines are returned for processing. 

Test-NAVApplicationObjectLanguage –Source .\original\TAB14.TXT -LanguageId ESP,DAN -PassThru

#20. Split or Join Language File

# Split an application translation file into per-object files

Split-NAVApplicationObjectLanguageFile -Source .\result\single.txt -Destination .\result -Force

# Join multiple application translation files into one combined file  

Join-NAVApplicationObjectLanguageFile -Source .\result\*-ESP.TXT -Destination .\result\JOINED-ESP.txt -Force

I will come with more details in my upcoming posts.

Corfu Navision 2016, Development Tips, Functional Tips, How To, Layouts, Office Integration, Report, Selection, Word

Modify, Assign and Process Email for Word Forms in Navision 2016

Microsoft Dynamics NAV 2016 offers new functionality with Microsoft Word forms and emailing documents for Customers and Vendors. You can now modify the customer statement report and the vendor remittance report using Microsoft Word. You can also select a specific report format by customer to ease the statement process.

To make this functionality work for you, you need to make sure you have setup the SMTP Mail Setup. You can see my earlier post OFFICE 365 INTEGRATION IN NAV 2015 – Exchange Online this is still valid for Navision 2016.

Recall from my earlier posts, how to work with Word Layouts which I have written for 2015 but those are still valid for 2016 links as below.

Word Document Reports and Custom Layouts

Using Report Selector to run Report

Managing Report Layouts

In Microsoft Dynamics NAV 2016, Microsoft have extended the functionality for Word forms and Email beyond the Sales documents. We now have default Microsoft Word forms for Customer Statements and the Vendor Remittance report.

You can now modify the Word form to meet your needs, assign a custom Word layout to a specified customer or vendor and print or email based on those customer specific selections.

In the Report Layout selection, there is a new report object for the Customer Statement with a default Word report created.

The Mini Statement report (1316) is based on the existing RDLC customer statement but includes a Word report with the same information. You can use Managing Report Layouts to know more details regarding customizing the Layouts.

In Report Selection – Sales, you can set the Customer Statement to use the new report, Mini-Statement – 1316.
Report2016-1

Now your system is setup to use the specified layout for all customers and the statement itself is going to use the new report.

Now that Microsoft Dynamics NAV is setup to use the new report, you can assign a specific report by customer. This will enable you to have multiple formats processed at the same time.

We assigned a custom layout to the customer in the customer card.

Here you set your selection by document type, for example, the sales quote or the customer statement.

You can also enter an email address for the document. So, if the statement goes to your customer’s accounts receivable clerk and the sales quote is sent to the sales manager, you define this information in the Document Layouts page.

The system uses the custom layout when you print the documents instead of emailing them.

Enter multiple email addresses with a semi-colon to separate them.
Report2016-2

You can do this for all customers.

When statements are processed, the report layout used is the one assigned to the customer. If the customer has no custom layouts assigned, the custom layout assigned in the Report Layout Selection is used.

If you go to Customer Statements, you can see that that Output Options are available. This will let you select how you wish to use the document layout settings.
Report2016-3
A checkbox will appear allowing you to print remaining statements. If you mark this checkbox, any statements with an email address in Customer Document Layouts is emailed, and any statements with a custom report layout but no email address will print with that report layout and any customers without any document layout settings will use the company default report from Report Layout Selections.

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