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 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. Examples of these issues include:

  • Vendor 1099 Status not showing on the Vendor Maintenance Page even though the user has full access the Vendor Table
  • Reorder Policy in the Item Master window not showing at all even though the Client has full access to the Item Master table

These issue are caused by a NAV User Security mechanism. Although the User has full access to the Table itself, on which the page is based on, the fields in questions are actual look-up fields to other related table. If the User does not have at least READ access to these related tables, these fields are simply removed from the page all together.

If you like further assistance or talk to a Microsoft NAV Professional, please feel free to call us directly at Tel. 800-227-0700.

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 others do not. IF the Depreciation Book in NAV is configured to use the General Ledger Interface, as indicated below, you must use the “FA G/L Journal” page in NAV to record a transactions. If you are affecting a Depreciation Book without GL Integration, you must use the “FA Journal” page.


Once you full depreciate an Asset in the system, the depreciation Book will indicate this disposal status with a check box. If you find yourself having retired an asset pre-maturely, You can do the following:

  • Select Ledger Entries on the Fixed Asset.
  • Highlight the Proceeds on Disposal line
  • Use the Cancel Entries function from the Ribbon bar.
  • This should then create an FA GL Journal which you can then post (If GL Interfaced)
  • This should then create an FA Journal which you can then post (If non-GL Interfaced)

Once you post the appropriate Journal, the Asset will reappear in the system as a current and open Fixed Asset.

For More information, please feel free to call us at Tel. (855) 227-0700 or visit our website CBR Technology





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 the NAV Web Client do not have the ability to press <F1> to access the help server properly. The reason for this issue is because, by default, the webconfig file on the Server is routing all web help traffic to the local SERVER which is not accessible via the external web.

To address this issue you have two separate issues to resolve.

The Help Server, which is typically the same as the NAV Server, must be accessible from the external web. The Default Port for the Help Server is 49000, but can be changed easily in NAV and IIS. Make sure to configure your firewall to allow for incoming traffic to that port and have all incoming IP Traffic on Port 49000 routed to the NAV Help Server.

The webconfig file for NAV is programmed to route the traffic to the internal Server Name, by default. To fix, find the web.config file in the c:\Windows\inetpub\wwwroot\DynamicsNAV90 folder and modify it using NotePad or another text editor.



      Name of the Microsoft Dynamics NAV Help Server to connect

      to. The value of the “Server” setting is used as the default.


    <add key=”HelpServer” value=”” />


    The listening TCP port for the Microsoft Dynamics NAV Help Server.

    Valid range: 1-65535


    <add key=”HelpServerPort” value=”49000″ />

For more Assistance or for any additional help with your Microsoft Dynamics NAV Deployment, feel free to contact us directly at CBR Technology at Tel. 855-227-0700.

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 must comply with the following system requirements in order to use these features.

The Scheduled Reports feature uses the Microsoft Task Scheduler and requires the following conditions be met to setup and use schedules:

  • The Windows user needs to have Administrator privileges.
  • The Program must be run as Administrator via the right-click function for first use, or UAC needs to be set at “Never Notify”.
  • The Windows user must be a local, non-roaming profile.

o   Only one edition of 2017 can be installed on the machine running QuickBooks (i.e. if Premier and Enterprise are both installed the feature will be unavailable).

·        Other conditions not related to the Task Schedule are:

  • The file cannot be open in Multi-User mode at the time of the scheduled event;
  • The Company file must be set to use Outlook or Webmail and not the QuickBooks Email Service;
  • If using Outlook, it must be open at the time the scheduled report is sent;
  • The user cannot have another file open at the time of the schedule (although QuickBooks can be closed); and
  • The computer cannot be in sleep or hibernation mode.

For more information, please feel free to contact CBR Technology Corporation at (855) 227-0700, or via e-mail at .

How 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 within NAV.

You may change the default description which is created in the Text Codes maintenance page during the actual data entry.

For more info or Dynamics NAV Support, e-mail us at or call us at 855-227-0700 .



How 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 an utilization of the function is very intuitive.

First you must flag a specific Vendor to be classified as a 1099 Vendor. In the Vendor Maintenance window, select the proper type for the Vendor in question.


Once the Vendor has been properly categorized, you can also review each individual transactions as well. As you know, even though a 1099 Vendor’s transactions must be flagged, there maybe some transactions that do not count towards the annual 1099 amount for the vendor. You can make those changes on the individual transaction.


The IRS 1099 Amount column is not usually visible by default. To view this column in the line window, RIGHT-CLICK on any heading and select the CHOOSE column option. Make sure to insert the IRS 1099 Code column to your view.

It is important that you tag a Vendor at the BEGINNING of your financial dealings with them as the system will only track 1099 Info after you select the proper box in the Vendor Maintenance window. This is why we suggest using the Workflow process in NAV 2016 when onboarding a new Vendor.

As always, if there any more great Dynamics NAV features we can assist you with, please feel free to reach out to our team at Tel. (855) 227-0700 or via e-mal at



Standard Cost Revalue Error Arithmetic overflow error converting IDENTITY to data type int – Dynamics GP 2015


Manufacturing Customer and User of Microsoft Dynamics GP 2015 is getting and error when attempting to run the revaluation procedure to calculate the Standard Cost, based on Components cost in Dynamics GP 2015.

Error Reads: Arithmetic overflow error converting IDENTITY to data type int


  • BACKUP your DATA FIRST !!!
  • Go to Microsoft Dynamics GP – Maintenance – SQL
  • Select your Company Database
  • Select Product of Manufacturing
  • Scroll down and Select BOMLEVEL_1 and BOMLEVEL_2
  • Check all 6 Boxes on the right side and click Process

We provide this information without warranty and guaranty. Please proceed at your own risk and MAKE sure to have a proper and complete backup of your DYNAMICS and Company database. This process should be only executed when no other users are actively using Dynamics GP.

For further help and information, please feel free to contact us at 800-227-0700 or via e-mail at .