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. Please visit our website CBR Technology. Sales Order Processing and Accounts Receivable Sales Quotation: The transaction type will generate a Header…
Read MoreHow 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…
Read MoreHow 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…
Read MoreComparative 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…
Read MoreHow 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…
Read MoreMicrosoft 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 or visit our website CBR Technology. Microsoft Dynamics NAV Server Requirements The following table shows the minimum system requirements for…
Read MoreHow 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…
Read MoreUser 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…
Read MoreHow to create Comment Lines in Dynamics NAV SO or PO Trx
Dynamics NAV uses a concept called Standard Text Codes to allow you the ability to recall text descriptions which appear on Sales or purchasing documents, such as Sales Orders or Sales Invoices as well as Purchase Orders. To access these comments and description lines, search for the “Standard Text Codes” Page in your search function…
Read MoreHow to handle 1099 IRS Info Setup in Dynamics NAV 2016
Although NAV is originally a European Software Product, the NA or North American Edition has been localized to the United States market significantly. On the AP side of the System the 1099 functionality required by the IRS has been added. The 1099 Setup in NAV 2016 supports all types of 1099 classification and the setup…
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