How to issue a Refund Check to a Customer in Dynamics NAV 2016 2017 2018 or 365

For additional support or NAV Consulting, Data Migration or System Integration Services, please feel free to call us at Tel. (714) 901-5740 during 8am to 6pm PST. You may also contact us at Sales@CBRTechnology.com . In Microsoft Dynamics NAV, you can issue a Refund Check to a Customer which is based on a Payment on […]

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 . 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. Examples of these […]

Microsoft Dynamics NAV Transaction Types and their Purpose 2016 2017 2018

Many client have been struggling with the transaction types offered by Microsoft Dynamics NAV and their purpose in a US-based organization. We have compiled this document to assist with the proper navigation and system utilization. Sales Order Processing and Accounts Receivable Sales Quotation: The transaction type will generate a Header and line document which does […]

How to Reverse a Fixed Asset Disposal in Dynamics NAV 2017 2018

Microsoft Dynamics NAV supports MULTIPLE Depreciation Books in the Fixed Asset Module. Each depreciation Book can be configured to post to the GL for various types of Transactions such as Acquisition, Disposal, Depreciation and others. Of course, the typical configuration is that only ONE of the Depreciation Books will post the General Ledger, while the […]

How to switch Companies and User Roles in Dynamics NAV

In order to switch Companies or a User Profile in Microsoft Dynamics NAV, you must use either the Windows PC Client or the Browser-based Web Client. Although the user interface is slightly different, the process is essentially the same. In the web-client , please select the AVATAR icon in the top right-hand side of the […]

Comparative Analysis between Dynamics 365 Business Edition and Dynamics NAV 2017

Dynamics 365 for Financials and Dynamics NAV are business management solutions for small and mid-sized organizations that automate and streamline business processes and help you manage your business. Microsoft Dynamics NAV and Dynamics 365 for Financials are very similar products. The Dynamics 365 for Financials was earlier known as “Project Madeira”. These two solutions aren’t […]

How to track unreconciled Bank Transactions in Dynamics NAV 2016 or 2017

Microsoft Dynamics NAV 2016 and 2017 have two separate options as to how to configure the Bank Reconciliation process. The so called, North American configuration, has the ability to reconcile an account and then , after posting of the reconciliation, track the reconciled and un-reconciled items in a report. This option is designed to provide […]

Microsoft Dynamics NAV 2017 System Requirements – Server

The Windows Server can play a number of roles for the Microsoft Dynamics NAV 2017 environment. Depending on the Server’s role, the following requirements are needed. For additional information, please call us at Tel. (855) 227-0700. Microsoft Dynamics NAV Server Requirements The following table shows the minimum system requirements for Microsoft Dynamics NAV Server. Supported […]

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 […]