The top line is the posted line I would have posted and you can see the document date is 09/18/15. The bottom 3 lines are the open amounts with the total split into 3 payments. The document date looks like it gets defaulted to the posting date, is there a way NAV can look at the document date of the original posting and use that instead?
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Forum Post: Document Date Defaults to Posting Date
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Blog Post: Creating Simple List Report in Excel Using Jet Reports Part-2
In my previous post we saw how to create simple report in excel using Jet Report. If not seen please refer it before you continue with this post, here is the link for same: Creating Simple List Report in Excel Using Jet Reports Part-1 Using NL Lookup Part-1 Here we will start from where we left in previous post. We will add one more sheet in Report we created in our previous post, and name it is as Option, where we will define all of our Filters. Our Option sheet will look as below: Here we have created 3 Filters Customer No., Credit Limit LCY & Balance LCY. Next Step will be to apply this Filter provided by user at runtime to the Report. Return to your Report Sheet and edit the NL Function used to retrieve Rows from Customer as below: (*) in filter denotes all, in other words no Filter. Now let see the Filter Sheet how it behaves when we run the report. When we run the report first Report option is shown, where we will give our Filters: Here I am giving below filters: Customer No. Filter * Include All Customers Credit Limit (LCY) Filter 0 All rows with Credit Limit as Zero Balance (LCY) Filter >0 All rows with Balance value greater than Zero The output of the report should be as below: Stay tuned for more details in my future posts. I will explain more about commands, filters, functions, lookup etc.… Filed under: Development Tips , Excel , How To , Jet Reports , Office Integration , Report Tagged: 2015 , Creating , Dynamics , Excel , in , Jet , List , Microsoft , MS , Nav , Navision , Part-2 , Report , Reports , Simple , Using
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Forum Post: RE: Sales/Purchase orders with multiple lines with different delivery dates required
Our requirement is to print a purchase order with either of the following: A purchase order that displays the delivery dates of each line Or A purchase order that displays only the line with items due for delivery within the next month
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Blog Post: Using NL( Lookup ) in Jet Reports Part-2
We have discussed regarding Lookup in my previous post. If you missed can find link here. Using NL( Lookup ) in Jet Reports Part-1 . I am continuing with more advanced usage here below. In some instances it is also desirable to base the values that are displayed in one NL(“Lookup”) function on the results that were selected in another NL(“Lookup”) function. An example of this could exist in a Sales Report. The viewer will have the ability to select a Salesperson Code to run the report for, and will also be able to specify Customer Numbers in order to filter the report further. If only one Salesperson Code is selected, however, it may be undesirable to display Customer Numbers that are associated with other Salesperson Codes. In this instance, two NL(“Lookup”) functions will be used, with the Customer Number filtered by the Salesperson Code so that the values are related. The first NL(“Lookup”) function, which will allow the selection of the Salesperson Code, will look like this: The next NL(“Lookup”) function will give the viewer the ability to select from a list of Customer Numbers, but it will be filtered based on the Salesperson Code that was previously selected. This is done but inserting a normal filter into the function and referencing the cell containing the Salesperson Code that was previously selected by the viewer. This addition would make the report look like this: After selecting Salesperson Code Filter when we open Customer List it will show lookup as below: Customer List is filtered out with Salesperson Code we selected using Salesperson List Lookup. Will come up with more details in my upcoming post, stay tuned for more details. Filed under: Development Tips , Excel , How To , Jet Reports , Office Integration , Report Tagged: 2015 , Dynamics , in , Jet , Lookup , Microsoft , MS , Nav , Navision , NL , Part-2 , Reports , Using
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Blog Post: Using NL( Lookup ) in Jet Reports Part-3
We have discussed regarding Lookup in my previous post. If you missed can find link here. Using NL( Lookup ) in Jet Reports Part-1 . Using NL( Lookup ) in Jet Reports Part-2 . Continuing with more advanced usage I am here below. Another useful feature of the NL(“Lookup”) function is the ability to specify how many records Jet Reports will go through in order to create a list of values. By default, Jet Reports uses the value that is set for Maximum Lookup Records Scanned on the Jet Reports Options form. The default is 1,000 records. If the number of desired records to be searched is larger than this setting, the “ScanLimit=” keyword can be utilized. To apply a scan limit, “ScanLimit=” must be placed in one of the FilterField parameters and then the desired number of records to be searched will be placed in the associated Filter parameter. To create a Lookup function that will return all of the G/L Account Numbers in the first 5,000 records of a G/L transaction table, the function would look like this: =NL(“Lookup”,”G/L Entry”,”G/L Account No.”,”ScanLimit=”,”5000”) The NL(“Lookup”) function normally returns all values (for the particular field) that are present in the table specified. For fields defined in NAV as “Option” fields, it may sometimes be desirable to display *all possible* value – regardless as to whether those values are present in the table or not. For this, a useful feature is the “SmartLookup=” option (available in Jet Essentials 2012 R2 and later). For example, the function: =NL(“Lookup”,”Item Ledger Entry”,”Entry Type”) Might provide a Lookup window that may not list all options depending upon data in the table. By adding the “SmartLookup” option we could get a list of all options defined as option to that field. =NL(“Lookup”,”Item Ledger Entry”,”Entry Type”,”SmartLookup=”,”TRUE”) Stay tuned for more details in my upcoming posts Filed under: Development Tips , Excel , How To , Jet Reports , Office Integration , Report Tagged: 2015 , Dynamics , in , Jet , Lookup , Microsoft , MS , Nav , Navision , NL , Part-3 , Reports , Using
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Forum Post: RE: Save as PDF graphics become extremely pixelated.
Thank you for your insight. I followed your advice and changed the graphic. Appears the PDF writer in NAV didn't like the transparency of the png I was using. I changed it to a bmp 24bit and now it prints without pixilation.
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Forum Post: RE: "you do not have the following permissions on TableData: Read"
The service BEFORE, with a different SAS product, had STELLAR service with 4,000 customers. It is the current NAV partner that is such a muckup. This NAV group has a customer base that is probably in the low-hundreds, and seems overwhelmed by the most trivial request or problem. I'm sure we'll make it to week 5 still waiting...last update I heard was it is now in a TWO-MONTH job queue to be worked on.
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Forum Post: RE: Document Date Defaults to Posting Date
that needs a customization. if you cannot do the modifications by yourself contact your nav partner.
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Forum Post: RE: Sales/Purchase orders with multiple lines with different delivery dates required
this can be done by a customization of the according report. best contact your nav partner.
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Forum Post: RE: How to print table header hidden values in pagefooter?
define a global variable, set it as a new field value under the first dataitem. then use it in the page footer of the report layout with Fields!nameofthefield. compare your report with standard reports like sales quote, sales order.
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Forum Post: RE: Sales/Purchase orders with multiple lines with different delivery dates required
Hi, As mentioned by Archer, you need to customize the Purchase Order.
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Forum Post: RE: The quantity on the inventory is not sufficient to cover the net change in inventory. Do you still want to record the quantity?
Hi Ishan, The negative adjustment posting date is after the item got inventoried. The problem is bin code was not assigned based on the current bin code we have. That why the inventory is reflected in the system but is not in the bin location. Any idea how can i assign the bin code to the specific item as this item was post since 2013? Regards, Bran
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Forum Post: display msgbox
Hi request you to help me, Whenever I press f3 key on customer card, and on f3 on sales invoice header i want show msg or modalbox or display the company name. How can I do.. Appreciate your help.. thanks
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Forum Post: RE: display msgbox
add message(COMPANYNAME) to form trigger onnewrecord. you could also add a textbox to the form with sourceexpr=COMPANYNAME.
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Forum Post: RE: display msgbox
thanks and message(companyname) I want to display before posting sales invoice and purchase invoice, purchase credit memo and sales credit memo, where should i paste the above code
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Forum Post: 2 fin.exe seperate folders
hi im having 2 databases .fdb files in a different folders with fin.exe inside, single user will access this 2 databases some time the user get confusion, so I want create 2 fin.exe A.exe(fin.exe) will open A company in database1.fdb B.exe(fin.exe) will open B company in Database2.fdb so what needs to be done for the above requirement sorry I cant keep a,b company in one database, code and logics are different.. Im using NAV 5.0 Any help will be appreciated
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Forum Post: Temp Job Budget Line already exists
In NAV 3.7, In Job Budget Line Table we add some new fields and changed the primary key of the table, and now I am upgrading the systen to NAV 2013 R2. But now I am unbale to transfer the data in Temp Job Budget Line Table.Getting the below error. Old Primary Key in Job Budget Line :-Job No.,Phase Code,Task Code,Step Code,Type,No.,Variant Code New Primary Key in Job Budget Line :Job No.,Phase Code,Task Code,Step Code,Type,No.,Variant Code,Eff Start Date,Eff End Date The Temp Job Budget Line already exists. Identification fields and values: Job No.='L10-C55-WI17-03-022',Phase Code='',Task Code='',Step Code='',Type='Item',No.='NEW SHAFT',Variant Code='' Please let me know, if any one have any idea. Thanks in Advance
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Forum Post: RE: 2 fin.exe seperate folders
Please try this blog navisionary.com/.../connect-to-dynamics-nav-database-with-one-click-desktop-shortcut
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Forum Post: What you need to analysis for retail store?
Key analytics you need to measure for your retail store for better growth opportunities 1. Customer analytics By analytics of customer you will able to know all your customer’s data making it easy to perform techniques like customer segmentation, and forecasting. This will help you to understand the customer’s transaction patterns this will give boost to your promotional strategies. 2. Selling channel performance analytics If you are selling across multiple channels, this analytics will help you to identify performance of each channel. So, you can make most of each channels. 3. Resources usage analytics If you are selling on multiple channels and later get to know that sales pattern for each channel is not the same, always. This is when resource analytics comes into picture, you can take instant actions by replacing product with the ones that can help you make the most out of each channel you sell on. Adopting resource analytic, you maintain a good inventory management flow which is the key for any retail business success. 4. Marketing campaign analytics Analyzing each of your marketing campaign’s performance will justify the cost you spend behind each of those campaigns, helping you make more from less.
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Forum Post: RE: 2 fin.exe seperate folders
sorry im not using sql server..im using fdb
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