How to handle a Vendor Refund in Dynamics NAV or D365

Vendor Refunds in NAV or D365 are essentially comprised of two transactions. One is the initial Credit Memo which causes a credit balance in NAV and the second is the actual refund received from the Vendor. Your company might have a credit memo already on file from a previous product return or over-payment. Separately, a […]

How to switch User Authentication Method for the Dynamics NAV PC Client

CBR Technology is an experienced Microsoft Dynamics NAV Partner in California and implements the NAV solution, primarily in the Distribution, Manufacturing and Service Management industries. You can reach us via Telephone at (714) 901-5740 or via e-mail at Sales@CBRTechnology.com . Please visit our website CBR Technology for more information. Microsoft Dynamics NAV supports multiple local clients including […]

How to Filter, Search and Sort Data in NAV 2017 2018 D365

CBR Technology provides Microsoft Dynamics NAV Implementation and Maintenance Services. You can reach us at Tel. (714) 901-5740 or via e-mail at Support@CBRTechnology.com or visit our website CBR Technology. Searching, Filtering, and Sorting Data There are a few things that you can do that will help you find, pinpoint, and scan records in a list. These include […]

Fields missing from Microsoft Dynamics NAV D365 Forms – User Security Issue – NAV 2017 2018 D365

For additional support, please feel free to contact us in our California Offices at 800-227-0700 or at Sales@CBRTechnology.com or visit our website CBR Technology. Some of our clients have reported a number of issues with FIELDS that completely dis-appear or are hidden from a NAV Page even though the user has confirmed underlying access to the table. […]

How to redirect Help Server for Dynamics NAV Web Client

We have received a number of inquiries from our clients, which are reporting an error and failure to access the Dynamics NAV Help and Help Server from a remote terminal Browser using the Dynamics NAV Web Client. During our typical deployments of the Dynamics NAV 2016 product, we encounter the problem that remote users of […]

User Transaction Date Restrictions in Dynamics NAV

It is common practice for Accounting Departments across the US, to restrict users to specific transaction dates within the Dynamics NAV system. This is typically done for prior accounting periods after the month-end closing procedures have been completed. However, some of my clients also restrict future periods to avoid accidental data entry mistakes during subledger […]

QuickBooks 2017 Scheduled Reports – What’s New

Intuit will release its latest QuickBooks Product on September 16th in the US. One of the KEY new features of this Version are the Scheduled Reports. This new feature will allow you to configure an auto-delivery mechanism to send reports automatically from QuickBooks 2017. This new function utilizes the Windows Task Manager. As such, you […]

How to attach a Document to Dynamics NAV 2016 – Purchase Invoice, Sales Invoice, GL Journal Entry

In Dynamics NAV 2016, Microsoft introduced the ability to attach a document to a Purchase Invoice, Sales Invoice and General Ledger Journal Entry transaction using the WEB CLIENT. Unlike previous document link capabilities in NAV, which simply stored a URL link to the actual document on a common storage device, the new NAV 2016 product […]

How do I remove the alternating shaded grey lines on my QuickBooks Invoices

When you generate any Marketing documents, including Estimates, Sales Orders and Invoices in QuickBooks Enterprise, starting with Version 15, the system will generate a shaded background on every other line. This function does NOT exist in QuickBooks PRO or QuickBooks Premier. Although many people love this new feature, some do not. During the PRINTING of […]

QuickBooks 2016 Release 7 – What is Fixed…

Detailed Information – Release 7 The following changes, improvements, and fixes were made to QuickBooks Pro 2016, QuickBooks Premier 2016, and Enterprise Solutions 16.0. Later releases (ones with higher numbers) include all changes in earlier releases. What’s important about Release 7? Account passwords to protect sensitive information. Security updates to QuickBooks SDK. QuickBooks Auto Data […]