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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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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.

BankStatementService-1

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.

 

 

 

 

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:

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

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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 : 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.

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

Search for Inventory Setup Page.

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Make Sure Automatic Cost Posting is Setup as required.

Also Setup frequency of Automatic Cost Adjustment.

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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.
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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.

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Enter your Date & Time and click OK.

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

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

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It’s easy na.

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

Till then keep Exploring & Learning.

 

 

Assisted Setup (Office Add-Ins) in Madeira

In this post we will discuss about how to setup Office Add-Ins.

Select Assisted Setup & Tasks from the ribbon of Action Tab.

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Select Setup Office Add-Ins from the list.

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Click on Next Button on Welcome Screen.

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Select Setup for (Organization or you only) and click on Next Button.

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Enter your E-mail id and Password, click on Next to continue with next step.

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If you wish to receive few sample mails in your Mail box click on the check box or leave it blank, click on Next Button.

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That’s it. click on Finish to complete the setup.

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That’s all for this post.

Will come with more details in my upcoming posts.

Till then keep exploring & learning.

 

Assisted Setup (Email) in Madeira

In this post we will discuss how to setup Email.

Its very easy and single user intervention required.

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From Action Tab click on Assisted Setup & Task from the ribbon.

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On Welcome screen click on Next Button.

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Select the Email Provider and click on Next to continue.

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Enter your Email id and password, click on Next Button.

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That’s it, click on Finish.

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Just required to enter Email id and password, setup is done.

Will come with other option in my next post.

Till then keep exploring and learning.

 

 

Assisted Setup (Sales Tax) – in Madeira

Today we will see how Sales Tax setup is done in Madeira. Since preview is limited to US so many of the information may not apply or some different options will be available for other countries. 

Whatsoever may be in final release we will see at that time when finally it will be released. Lets look what is available in this preview.

Login to Madeira using your credentials.

From Action Tab on landing/ Role Center Page on Ribbon click on Assisted Setup & Task.

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List with available options page is opened.

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Select Setup Sales Tax to continue.

Welcome Screen appears click on Next Button.

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Default tax group is created and you can start with other setup, click on Next.

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We are only talking about Tax since this preview is only for US so options relevant to them only available. 

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Select the Account for Tax Account (Sales & Purchase) using the Assist button which lists you the Available Accounts in COA.

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Next City, Country & State related information need to be filled, and then click Next Button to proceed.

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Depending upon Information provided in Previous Screen it suggests Tax Area Code, click on Next Button to continue.

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We are done with Setup now we will assign this to Customer, Vendor and Company.

Click on Next to continue.

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You can Assign the Tax Information to Customer as per entering simple query.

We can assign or we can leave this activity for later.

We have option to schedule a reminder for this activity. Click on Schedule to continue.

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Enter the Date and Time for Start & Expiry of this reminder.

This will setup a Job for this and keep reminding you so that you have track of, that this activity is still pending and need to be completed.

Once done choose OK Button to continue.

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You can see this in Jobs Entry Page.

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Similarly you can do for Vendor too.

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For company it will be applicable if you selected, so no separate screen for same for query based assignment.

Select OK to Continue.

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We are done with our Tax Setup for Company, Customer & Vendor.

 

That’s all for today, will come up with more information in my next post.

Till then keep exploring and learning.

 

 

Assisted Setup (Data Migration) – Madeira

Login to Madeira using your credentials.

From Home page Action Tab Ribbon choose Assisted Setup & Tasks.

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From Assisted Setup Window select Migrate Business Data Task to continue.

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From Welcome Screen select Next.

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Here you can choose source using which you want to Import Data using Assist Edit Button.

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Select Import from Excel option and say OK.

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Select Download Template file.

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Save the File to desired path.

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From Settings Select the Templates you wish to Apply to your Data for Customer, Vendor & Item and choose close to proceed.

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Below is the format of Template downloaded in above step. Fill in the data to Import.

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When we don’t select any template in above step for Customer, Vendor & Item will give confirmation message as below. Choose Yes to proceed.

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From next screen Select choose button to specify the Excel file which we prepared in above step using downloaded Template.

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This will fetch the data from the file and show you no of records in each table which is going to be imported.

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Here if you are familiar with the Rapid Start you can select Advance and perform action accordingly or can skip and proceed to Next Step by selecting Next. Here I am selecting Advance to show the screen.

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Confirm with Yes to proceed.

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Your Package page will open as shown in above screen, choose Apply Package and handle any import issue with the data to complete the step.

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Confirm with Yes to continue.

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After processing it will show the status of data, review and fix the issues to continue.

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You can drilldown and review the issues and take required steps to proceed with issue fixing and importing of data. Here I choose close to return to previous step of simple import without using Package option.

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Select Next to continue with next step.

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After processing it will show status of data and errors in data. Say OK to continue.

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Here we can choose Show Errors to review the Errors.

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We find that in my data most of the issues is related to Gen. Bus. Posting Group, Customer Posting Group, Vendor Posting Group, etc… We can fix these issues later, so just respond Close to continue with Next step.

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Our data is now Imported with errors, we will take care of issues with data as reviewed above. Respond Finish to complete this step & Process.

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Now you can see this step is marked as completed in Status.

Our data is imported we will access the data and fix the issues accordingly.

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

Till then keep exploring and Learning.

 

 

Assisted Setup – Madeira

When you want to explore Project “Madeira” on your own, you can always go back to the Getting Started tour. See in cubes area marked.

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At Home page you will find the Assisted Setup & Tasks action. See in Ribbon marked in above screen.

Here you see a list of assisted setup that can help you getting started.

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You can migrate data such as vendors, customers, and items from your existing financial system using the Migrate Business Data assisted setup. Once you are done with this piece you are good to go ahead exploring more.

Depending on your need, check if the other assisted setup can help you in any manner.

In the Assisted Setup window, you will find the followings:

 

ASSISTED SETUP

Set Up Company: – Creates a new trial company for you to enter data and try out Project “Madeira”. If you went through the Getting Started tour this step is probably already completed.

Migrate Business Data: – Lets you import your existing company data such as vendors, customers, and items from Excel or QuickBooks.

Set up Sales Tax: – Gets you started with default tax groups and assigning tax area codes that you can assign to customers and vendors in order to automatically calculate sales tax in sales or purchase documents.

Set up Email: – Gets you ready for sending email messages directly from sales orders or contacts in Project “Madeira”.

Set up Office Add-Ins: – Sets up the ability to use and launch Project “Madeira” from Outlook.

Set up Email Logging: – Sets up the capability to log email correspondence in Project “Madeira” to follow up on interactions.

 

Will come up with more details in my upcoming posts.

Till then keep exploring and learning.

 

 

 

How do I:Set Up Invoice Rounding

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

Previous Older Entries

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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