Gain insight into your solution and read about the possibilities
There are constantly changes in the market, technology and with the solutions implemented in your company. Below you can be updated on news that you need to be aware of regarding your solutions - and perhaps become more aware of your new possibilities
Business Central Deployment pricing sample
Business Central deployment pricing sample
Are you thinking of implementing Business Central Online? VisionPeople offers a transparent pricing example of a standard implementation so you can get a realistic budget for the costs.
The implementation includes:
- Setting up standard modules
- User training
- Data import from previous system
- Support in the start-up phase
The price depends on the size of the business, your requirements and customizations. Contact us for a quote or read more about our standard packages.
Are you wondering if Dynamics AX has become too big for your business?
Are you wondering if Dynamics AX has become too big for your business?
Microsoft has now profiled the target audience for Dynamics AX and Finance & Operation as being the large and complex manufacturing companies with group companies in multiple countries — and often more than 250 PCs in the company.
If your business is a medium or small trading or service company with less than 250 PCs, Dynamics 365 Business Central (formerly known as Navision or Dynamics NAV) may be more right for your business.
If you already have a Dynamics AX license, and if your future solution moves more towards Business Central, Microsoft will offer a refund of the license value if you convert the AX license to a Dynamics 365 Business Central license!
VisionPeople Consulting would like to review Business Central with you and explore how much value your AX license represents if you convert it to Business Central. We also propose a plan for how to convert data from the AX solution to the new Business Central solution and how to train your employees in the intuitive solution so that they quickly become efficient with Business Central.
Replace your old XAL or Axapta license with a new and modern Dynamics 365 Business Central license
A lot of companies have benefited greatly from an enterprise solution based on XAL and may have re-licensed the license to an Axapta license, but may feel that Dynamics AX is too big a solution for the company?
If this is the case with you, VisionPeople offers to review the options for converting your current Dynamics AX license to a Dynamics 365 Business Central license so that any value in the Dynamics AX license transfers to a new BC license.
Dynamics AX solutions are typically for large, global groups with heavy production management, whereas BC is for medium and small businesses with less than 250 PCs in the company.
If you're in doubt, we'd love to tell you more about the possibilities with Dynamics 365 Business Central, which you can also take a closer look at here — or try for free for 30 days with us.
Replace your old XAL or Axapta license with a new and modern Dynamics 365 Business Central license
More than 80,000 companies currently use the Danish accounting program C5 from Microsoft. Microsoft has announced that future versions of C5 will be on Business Central (“365BC”), which companies with C5 can upgrade to in the future.
At VisionPeople Consulting, we have extensive experience in implementing Dynamics NAV and Business Central for both large and small companies, and over the years we have also helped many Danish companies move from C5 to 365BC.
Our methodology for completing the upgrade from C5 to 365BC gives our customers peace of mind about the time, economy and value of the upgrade.
Among other things, due to the announcement from Microsoft, we are busy advising and upgrading companies from the C5 financial system to a more modern enterprise solution, based on NAV - and possibly with our Add-on solutions, webshops etc., so that companies gain additional added value from the replacement.
If you also think that C5 is too small for your company's needs and possible future growth, then contact us for a non-committal dialogue about how we replace your C5 with Dynamics 365 Business Central — and what opportunities it offers you as a company.
C5 skifter platform til Dynamics 365 Business Central
Budget readout from Business Central (or Dynamics NAV/Navision) to Excel
Below you can see how you can output the financial budget from BC (or NAV) to Excel, then colleagues can fill in the budget figures in Excel - and then import the budget to BC (or NAV) again:
Older Dynamics NAV versions
Using an old Dynamics NAV version, the screenshot looks like this:
VisionForecast
If you want a smart solution for managing the entire budgeting process and budgeting in your company, you should look at VisionForecast, which gives employees access to the accounts to be budgeted on from the web - with direct integration to Business Central (or Dynamics NAV). At the same time, the realized figures are displayed in the same image where the new budget or forecast is entered.
Contact us if you want to know more about the possibility of reading budgets to/from your Business Central or NAV solution
Load your budget to Exel - and reload to Business Central (or NAV)
Keyboard shortcuts and languages in Dynamics NAV
- that you can delete all set filters in NAV by pressing Shift+Ctrl+F7?
- that you can save your favorite areas of NAV under “Shortcuts” by the shortcut key: Ctrl+Alt+S or by right-clicking on the appropriate submenu on the left side after clicking through to the favorites area? Then the area or report is ready for next time under “Shortcuts” on the left side. (Applicable for NAV version 3.0 - NAV2009 R2)
Language settings on the debtor
On the debtor, you can set up a language code that controls whether the invoice or any other external document should be printed in Danish or the language set up (by default, there is Danish and English to choose from).
If you want to keep up to date with other news from Vision People about ERP and add-on solutions, sign up for VisionUpdate her>>
Did you know...?
Typical error messages in Business Central and Dynamics NAV
Below we have collected some of the typical error messages that users of Business Central or Dynamics NAV may be presented with - and we have written a brief help and/or explanation for this.
If the error message that you are currently experiencing is not listed below, please contact Vision People Consulting here so that we can help you with an explanation>>
The posting date is not within the allowed posting period!
Check in Accounting Setup whether the “Bookkeeping allowed from” and “Bookkeeping allowed to” fields are set correctly. It is also possible to put a block on accounting on the individual user. This is done in the Setup menu under Program Setup- General- Users- User Setup.
Posting setup does not exist. Identification fields and values...
The combination of business accounting group and product accounting group is not set up. This is used to control which financial accounts to use for accounting purposes. The setup can be found under the Financial Management menu - Setup - General - Bookkeeping Groups - General - Bookkeeping Setup.
Custom development for NAV and Business Central solutions
Yes, you can get special functionality developed in your NAV or Business Central solution. If you want a quote from Vision People Consulting on this, or want to have your wishes defined (and discussed in relation to any standard functionality for this), you can contact Vision People here about this>>
Creditor and currency
No, it's not necessary. The same creditor number may well handle multiple currencies. The currency code on the creditor card is indicative and can be overwritten on the purchase receipt before posting.
Payment from other customer
Yes, it can be set up in general on the debit card. On the Billing tab, insert the customer who needs to pay in the field “To be billed to customer no.” It can also be done from time to time on sales order/invoice on the billing tab.
Any other questions?
If you have any other questions about NAV, please contact Vision People Consulting here>>
We look forward to helping you!
What does the system error mean in Business Central and Dynamics NAV (Navision)?
There are many considerations ahead of an upgrade of the financial system. One of them is the economics of moving all special development and previous years of special reports development to the new version, or whether you might be able to do without old reports - and instead use the new version's standard functionality and new rap porting solutions?
VisionPeople can help you get an overview of which reports you actually use in Dynamics NAV — and thereby also which reports you don't have to spend money on developing when you need to upgrade to the latest Dynamics NAV version at some point.
Thus, we can set up a monitoring of your current Dynamics NAV solution, so that we can document which reports are used, when and by whom.
We are happy to offer you an offer to set up monitoring on your Dynamics NAV solution. In addition to consulting time, all it requires is a free table and code-unit in your current NAV license.
Contact us via this link and order a monitoring - or get in touch to learn more>>\ n\ n\ n We look forward to hearing from you in more detail - and to discuss the above in more detail with you.
Contact us via this link and order a monitoring - or get in touch to hear more>>
Upgrade to latest Business Central: Should/Shouldn't?
With VisionMultiline, you can write as long texts as you want in description fields on draft, sales, purchase, service lines. You don't even have to think about line breaks.
The entered text\ "is posted\” with when the attachment is posted.
Read more about VisionMultiline her>>
Tired of limiting text fields in Dynamics NAV?
VisionPeople offers to set up a test installation of the latest version of Business Central with your master data, so that you can see and test how the solution works with your own master data (selected goods, customers, etc.).
If it could be relevant to you, click here and enter "Business Central Online with own data” in the comment field. Then you are part of the pool of companies that can see the latest version of Business Central with your own data.
If it could be relevant to you, click here and enter "Business Central Online with own data” in the comments field.
We look forward to showing you Business Central Online!
What will your data look like in the new Business Central Online?
Since Dynamics NAV version 2013, it has been possible to queue the accounting of sales and purchase vouchers so that they are only posted when the system is not burdened by other tasks. For example, at night.
Click below to be contacted by VisionPeople
Are you tired of waiting for the bookkeeping to finish?
Business Central and NAV reports in multiple languages
Throughout the Business Central system, there are default language codes that control whether the invoice (or any other document) will come in Danish or English.
There is also the option (for older NAV versions) to purchase licenses for other languages. In newer versions it's included.
Contact Vision People and learn more about the possibilities
Is it possible to send an invoice etc. in Business Central in English?
Interesting thought, and maybe only a small group of your products are suitable to be sold through "self-service” on the net? Conversely, why shouldn't your customers also have access to your products, product descriptions, images on the web, so that customers are retained with you - and you may get new customer inquiries because your self-service portal on the web looks good?
VisionWebshop is a fully integrated webshop (and self-service portal), where selected data such as:
be made available on the internet, as an additional menu item on your existing webshop.
All data is directly integrated into your existing Business Central solution, so all product information, prices, customers, etc. are maintained in Business Central unchanged, but presented beautifully and professionally on the webshop in exactly the layout/design that your company uses today.
Read more about VisionWebshop at the link.
- or go directly to a demo here and log in as cannon and password cannon, so you can see for yourself how VisionWebshop is integrated with Business Central.
- or go directly to a demosity here and log in
Did your customers buy online this year?
VisionPeople offers to set up a test installation of Business Central with your master data, so you can see and test how the solution works with your own master data (selected goods, customers, etc.).
If it could be relevant to you, click here and enter "Business Central with own data” in the comment field. Then you enter into the draw between companies that will see Business Central with your own data.
If it could be relevant to you, click here and enter "Business Central with own data” in the comment field.
We look forward to showing you Business Central Online!
New Business Central Online with own data
Hvad er CRM, og hvorfor er det vigtigt?
CRM (Customer Relationship Management) handler om at opbygge, vedligeholde og udnytte stærke relationer til virksomhedens kunder. Et godt CRM-system giver overblik over kundedata, salgsprocesser, marketingaktiviteter og service, så du kan skabe mere værdi for både kunder og virksomhed. I en moderne virksomhed er CRM ikke bare en applikation, men en integreret del af forretningsprocesserne – og netop her kan Business Central gøre en forskel.
Business Central som CRM-system
Microsoft Dynamics 365 Business Central er meget mere end et økonomisystem. Med indbyggede CRM-funktioner kan du:
- Få overblik over alle kundedata, kontaktpersoner og historik
- Styre salgsprocesser, tilbud, ordrer og opfølgning
- Segmentere kunder og målrette marketingindsatser
- Automatisere opgaver og processer på tværs af salg, økonomi og service
- Integrere med Office 365, Outlook og andre Microsoft-produkter
Business Central gør det let at samle alle relevante informationer ét sted, så dine medarbejdere kan arbejde effektivt og give kunderne en bedre oplevelse.
Udvidelser og integrationer – få endnu mere ud af CRM
Business Central kan udvides med en lang række apps og software, der gør CRM-arbejdet endnu stærkere. Eksempler:
- VisionDocumentDispatch – Automatisér og konfigurer afsendelse af dokumenter til kunder og samarbejdspartnere direkte fra Business Central.
- VisionExpense – Integrér udgiftsstyring og få alle bilag og udgifter koblet til kundedata og projekter.
- VisionImport – Importér og konsolider kundedata fra andre systemer, så du altid har opdaterede og korrekte data.
- VisionSupply – Få styr på forsyningskæden og projekter med fuld integration til kundedata og økonomi.
- Business Central – Læs mere om standardfunktionalitet og muligheder for tilpasning.
- Power BI – Visualisér og analyser CRM-data og salgsperformance direkte fra Business Central.
Fordele og best practices
- Få ét samlet system til økonomi, salg, marketing og service
- Undgå dobbeltindtastninger og fejl med automatiseret dataflow
- Styrk datakvaliteten og få bedre rapportering
- Giv medarbejderne et brugervenligt værktøj, de allerede kender fra Microsoft-universet
- Skalér og tilpas løsningen med apps og integrationer efter behov
Konklusion
Business Central er et stærkt fundament for CRM i moderne virksomheder. Med de rette apps, integrationer og best practices kan du samle alle processer og kundedata ét sted – og skabe mere værdi for både kunder og forretning. Kontakt VisionPeople for rådgivning om, hvordan du får mest muligt ud af Business Central som CRM-system.
Business Central som CRM-system – Få styr på kunderelationer og processer
I en tid, hvor digitalisering og automatisering er afgørende for virksomheders konkurrenceevne, er det essentielt at sikre, at forretningskritiske systemer arbejder gnidningsfrit sammen. Hos VisionPeople har vi specialiseret os i at skabe integrationer mellem Microsoft Dynamics NAV og andre systemer – herunder markedets førende CRM-løsning, Salesforce. Denne artikel dykker ned i, hvordan integrationen mellem Salesforce og Dynamics NAV kan optimere arbejdsprocesser, skabe overblik og sikre, at salgs- og økonomiafdelinger arbejder på et fælles datagrundlag.Hvorfor integrere Salesforce og Dynamics NAV? Når salgs- og marketingteams arbejder i Salesforce med leads og salgsmuligheder, er det afgørende, at disse data kan udveksles med økonomisystemet Dynamics NAV. En tæt integration betyder, at de kunder, der arbejdes med i Salesforce, også er dem, der faktureres fra NAV. Dette sikrer, at alle relevante afdelinger har adgang til opdaterede og ensartede kundeoplysninger.Med integrationen kan omsætningstal og andre økonomiske nøgletal fra NAV automatisk overføres til Salesforce. Det giver sælgerne et komplet overblik over kundens økonomiske historik direkte i CRM-systemet, hvilket styrker salgsarbejdet og muliggør mere målrettet kundedialog.
Sådan fungerer integrationen
VisionPeople har udviklet en smidig systemintegration mellem Salesforce og Dynamics NAV, baseret på webservice-kald fra NAV. Denne løsning gør det muligt at automatisere en række centrale processer:
- Automatisk oprettelse af kundeemner og ordrer: Når der oprettes nye kundeemner eller ordrer i Salesforce, kan disse automatisk oprettes i Dynamics NAV. Det betyder, at kunderne hurtigt og effektivt gøres klar til fakturering i økonomisystemet.
- Synkronisering af økonomiske nøgletal: Omsætningstal og andre relevante data fra NAV kan udveksles med Salesforce, så salgsafdelingen altid har adgang til opdaterede oplysninger om kundens købshistorik og økonomiske status.
- Fælles datagrundlag: Integration sikrer, at både salgs- og økonomiafdelingen arbejder ud fra de samme data, hvilket minimerer risikoen for fejl og dobbeltarbejde.
Fordele ved integrationen
En velfungerende integration mellem Salesforce og Dynamics NAV skaber en række fordele for virksomheden:
- Effektivisering af arbejdsprocesser: Automatisering af dataudveksling reducerer manuelle indtastninger og frigiver tid til værdiskabende opgaver.
- Bedre overblik: Sælgerne får adgang til økonomiske nøgletal direkte i Salesforce, hvilket styrker beslutningsgrundlaget og muliggør mere kvalificeret kundebetjening.
- Hurtigere fakturering: Nye ordrer fra Salesforce kan hurtigt oprettes i NAV, så faktureringen kan igangsættes uden forsinkelse.
- Datakvalitet: Ensartede og opdaterede data på tværs af systemer minimerer fejl og sikrer, at alle afdelinger arbejder med de samme oplysninger.
Teknisk fundament
Integrationens tekniske fundament er webservice-kald fra Dynamics NAV. Denne tilgang sikrer en robust og fleksibel integration, der kan tilpasses virksomhedens specifikke behov og eksisterende systemlandskab. Løsningen er udviklet med fokus på stabilitet, sikkerhed og skalerbarhed, så den kan understøtte både små og store virksomheder.
Integration mellem Salesforce og Dynamics NAV
Customer Source can be found at the link: http://www.microsoft.com/dynamics/customer/da-dk/access-customersource/default.aspx
Customer Source includes free eLearning and news from Microsoft. Read the full description from Microsoft here.
Read the full description from Microsoft here
If you haven't been to Customer Source before, write to us so we can help you get started.
Microsoft Customer Portal - Customer Source
In previous versions, it has not been possible in the role-based client to copy lines. This has become possible in NAV2013 and later versions - even with additional options:
Make this small table in Excel:
Copy it (Ctrl+C)
Now open the Dynamics NAV client and create a new sales order:
Select Insert Rows (Crtl+Shift+V)
The result will be two new lines.
The functionality also works the other way. So it is possible to copy lines from Dynamics NAV, put them into Excel. In Excel, data can be corrected. For example, sales prices or numbers, and then the lines are copied back again to Dynamics NAV, which overwrites the existing lines with the new directed lines.
If you want to know more about the options, call 7023 320 - or click below
Copying lines
As a Dynamics NAV user, you probably know about the slightly\ "boring\” reports in Dynamics NAV that just list data? As of version 2013 of Dynamics NAV, everything has been slightly updated, so that you have the option to change the sorting etc. in the Dynamics NAV reports. At the same time, graphical overviews can be obtained on the screen, which quickly provide an overview.
Below you can see an example of a report classic:\ "Debtor Top-10\”, where you can switch the sorting in View Print:
Dynamics NAV now has graphical and interactive reports
Year-end in Dynamics NAV RTC
Exchange rates
If exchange rates are used, these should be regulated before a year-end statement is made. If currency is not used or the rates posted are always valid, this section may be skipped.
The exchange rate regulation ensures that an adjustment is made if rates have changed since the accounting of accounts receivable, creditor, financial or bank items.
The run can be found under Departments -> Financial Management -> Periodic Activities -> Currency
Start date: This field is usually not filled in, but you can enter a date to indicate the start of the period in which the records will be regulated.
End date: Here you can specify the last date for regulation of records. This date is usually the same as the posting date in the Posting date field.
Accounting description: Here you can type a text for the financial records that will be created at runtime. By default, exchange rate adjustment of %1 %2 is proposed, where %1 is replaced by the currency code, and %2 of the currency amount that is regulated, i.e. the text could be: Exchange rate adjustment of DEM 38,000.
Posting date: Here you can specify the date on which the financial items should be posted. This date is usually the same as the end date in the End Date field.
Attachment No.: Here you can specify an attachment number to display on the financial records that are created at run time.
Regulate debtor, creditor and bank accounts: Select the check box here if you want to regulate for currency fluctuations in debtor, creditor and bank accounts.
Regulate financial accounts for extra rapp.currency: Here, check the box if you post in an additional reporting currency and you want to regulate the financial accounts for currency fluctuations between the relevant accounting currency and the additional reporting currency.
Click OK to start the run. If you do not want to use the run, click Cancel to close the window.
Cost pricing and inventory regulation
In order to ensure that the inventory value is calculated correctly, the cost of the goods should be regulated. This can either be set up to happen automatically under Inventory Setup, or it can be done intermittently by running built-in runs in Microsoft Dynamics NAV.
If no goods are used, this section may be skipped.
First, run the run “Adjust cost price — commodity porter”. This ensures that the cost prices posted in the financial statements are up to date after you complete the run.
The execution can be found under Departments -> Financial Management -> Inventory -> Tasks
Once the cost prices have been adjusted, the run “Post inventory regulation” is run, which can be found under Departments -> Financial management -> Inventory -> Reports and Analysis -> Cost calculation
The Help for both reports provides a detailed description of what they do.
End of financial year
To be able to finish the year, start by finishing the periods of the year. This is done under Departments -> Financial Management -> Periodic Activities -> Fiscal Years -> Accounting Periods
NOTE: Once a period has ended, it cannot be reopened.
Click on the “End Year” button. It will display the following message:
Fiscal years end in sequence, so if there are periods from previous ones that have not been closed, these will be closed first.
Storage periods can be opened and closed as needed.
Resetting income statement
After that, the result must be transferred to the balance sheet. This is done by unwinding the run “Reset income statement”, which is located under Departments -> Financial management -> Periodic activities -> Financial year
This run will look at the balance of all accounts that are of type Income Statement and make a draft of an End Date. This date does not relate to the old or new financial year and is used solely for accounting for the reset.
Fiscal year end date: Here you can specify the last date of the completed fiscal year. This field must be completed. It is used by the program to determine the end date.
Financial journal type: Here you can specify the name of the financial journal type in which the records will be placed. Click the AssistButton on the right to view the existing ledger types.
Financial journal name: Here you can specify the financial journal name to place the records in. Click the AssistButton on the right to view the existing financial journal names.
Attachment No.: If you have filled in the Financial journal type and Financial journal name fields, this field is automatically filled at runtime with the next available number from the number series to the journal name. You can also fill in the field manually.
Profit account: Specify the account in which profit records will be placed. Click the AssistButton on the right to select the account.
Posting description: Here you can type the text that the entries should be provided with. By default, Reset income statement is suggested.
Reset per. Konc.Enterprise Code: Select the box to create a record for each conc.Enterprise code.
Reset per. Dimensions: To create an entry for each dimension used in the financial account, click the AssistButton on the right and select codes for the dimensions.
If you want to be able to report on dimensions, e.g. Balance reports, so it is important that this field is filled in with the dimensions you want to report on. This could be a department, for example.
The inventory period is closed: This field indicates that storage periods with end dates that are the same as or later than the last date of the accounting period are closed.
If you do not want to close by group companies or dimensions, only one record is created for each account.
Click OK to start the run. If you do not want to use the run, click Cancel to close the window.
The formed draft is reviewed and posted. It is only in the accounting process that the reset itself occurs.
After the accounts have been completed and reset, it is still possible to make postings.
Postpostings shall be accounted for on the date they relate to in the period ended. And the run Reset income statement again and the journal is posted.
These financial items will be marked in the “Postage” field and can therefore easily be found again.
Preparing for Year-End Role Tailored Client (RTC)
If you use exchange rates, these should be regulated before making a year-end statement. If no currency is used or the rates posted are always valid, this section may be skipped.
The exchange rate regulation ensures that an adjustment is made if rates have changed since the accounting of Accounts receivable, creditor, financial or bank records.
The run can be found under Financial management->Finance->Periodic activities-> Currency
Start date: This field is usually not filled in, but you can enter a date to indicate the start of the period in which the records will be regulated. \nEnd Date: Here you can specify the last date for regulation of records. This date is usually the same as the posting date in the Posting date field. \nAccounting Description: Here you can type a text for the financial records that will be created at runtime. By default, exchange rate adjustment of %1 %2 is proposed, where %1 is replaced by the currency code, and %2 of the currency amount that is regulated, i.e. the text could be: Exchange rate adjustment of DEM 38,000. \nPosting date: Here you can specify the date on which the financial records should be posted. This date is usually the same as the end date in the End Date field. \nAttachment No.: Here you can specify an attachment number to display on the financial records that will be created at runtime. \nRegulate debtor, creditor and bank accounts: Here you need to check the box if you want to regulate for currency fluctuations in debtor, creditor and bank accounts. \nRegulate financial accounts for extra rapp.currency: Here, check the box if you post in an additional reporting currency, and you want to regulate the financial accounts for currency fluctuations between the relevant accounting currency and the additional reporting currency. \nClick OK to start the run. If you do not want to use the run, click Cancel to close the window.
In order to ensure that the inventory value is calculated correctly, the cost of the goods should be regulated. This can either be set up to happen automatically under Inventory Setup, or it can be done intermittently by running built-in runs in Microsoft Dynamics NAV.
If you do not use goods, this section can be skipped.
First, run the run “Adjust cost price — commodity porter”. This ensures that the cost prices posted in the financial statements are up to date after you complete the run.
The run can be found under Financial Management-> Inventory-> Pricing
Once the cost prices have been adjusted, the run “Book inventory adjustment” is run, which is located under Financial management-> Inventory->Price calculation->Book
The help for both reports provides a detailed description of what they do.
To be able to finish the year, start by finishing the periods of the year. This is done during
Financial Management-> Finance-> Periodic Activities- Fiscal Year-> Accounting Periods
Note: After a period ends, it cannot be reopened.
Click on the “End Year” button. It will display the following message:
Fiscal years end in sequence, so if there are periods from previous ones that have not been closed, these will be closed first.
Storage periods can be opened and closed as needed.
After that, the result must be transferred to the balance sheet. This is done by unwinding the run “Reset income statement”, which can be found under Financial management-> Finance-> Periodic activities- Fiscal year
This run will look at the balance of all accounts that are of type Income Statement and generate a draft on an End Date. This date does not relate to the old or new financial year and is used solely for accounting for the reset.
Fiscal year end date: Here you can specify the last date of the completed fiscal year. This field must be completed. It is used by the program to determine the end date. \nFinancial journal type: Here you need to specify the name of the financial record type in which the records will be placed. Click the AssistButton on the right to view the existing financial journal types. \nFinance folder name: Here you can specify which financial journal name the records should be placed in. Click the AssistButton on the right to view the existing financial journal names. \nAttachment No.: If you have filled in the Financial journal type and Financial journal name fields, this field is automatically filled at runtime with the next available number from the number series to the journal name. You can also fill in the field manually. \nResult account: Specify the account in which result records should be placed. Click the AssistButton on the right to select the account. \nPosting Description: Here you can type the text that the records should be provided with. By default, Reset income statement is suggested. \nReset pr. Konc.Enterprise Code: Select the box to create a record for each conc.Enterprise code. \nReset pr. Dimensions: To create an entry for each dimension used in the financial account, click the AssistButton on the right and select codes for the dimensions.
If you want to be able to do reporting on dimensions, e.g. balance reports bounded on dimensions, it is important to reset per. Dimension is filled in with the dimesion codes that one wants to be able to report on.
The inventory period is closed: This field indicates that storage periods with end dates that are the same as or later than the last date of the accounting period are closed.
If you do not want to close by group companies or dimensions, only one record is created for each account. \nClick OK to start the run. If you do not want to use the run, click Cancel to close the window.
The formed draft is reviewed and posted. It is only at the time of accounting that the reset itself occurs.
After the accounts have been completed and reset, it is still possible to make postings. \nPostposts are posted on the date they relate to in the completed period. And the Reset income statement run will be run again and the journal will be posted. \nThese financial records will be marked in the “Post record” field and can therefore easily be found again.
Questions?
If you have any questions about the end of the year or would like consulting assistance, click here and indicate your question and VisionPeople will contact you and arrange the next process>>
If you have any questions about the end of the year or would like consulting assistance, click here and indicate your question and VisionPeople will contact you and arrange the next process>>
We look forward to hearing from you in more detail.
Preparations for Year-End Classic Client
When working in a submenu, you can right-click on the menu item and save it as a shortcut.
You can also, in the Shortcuts menu item, right-click and bring up this menu:
Here you can create a shortcut to, for example, your bank, by filling in the information below and selecting OK
With this you have now created a menu item in your shortcuts to DanskeBank, and you can go directly to DanskeBank's website from NAV:
You can also create shortcuts to documents, spreadsheets, or other websites that you use frequently.
Contact VisionPeople if you want to know more
Shortcuts in the menu from Dynamics NAV version 2009+
Interesting thought, and maybe only a small group of your products are suitable to be sold through\ "self-service\” on the net? Conversely, why shouldn't your customers also have access to your products, product descriptions, images on the web, so that customers are retained with you - and you may get new customer inquiries because your self-service portal on the web looks good?
VisionWebshop is a fully integrated webshop (and self-service portal), where selected data such as:
be made available on the internet, as an additional menu item on your existing webshop.
All data is directly integrated into your existing Business Central solution, so all product information, prices, customers, etc. are maintained in Business Central unchanged, but presented beautifully and professionally on the webshop in exactly the layout/design that your company uses today.
Read more about VisionWebshop at this link>>
- or go directly to a demo here and log in as cannon and password cannon, so you can see for yourself how VisionWebshop is integrated with Business Central.
- or go directly to a demosity here and log in
Contact us if you want to know more
How many of your customers buy your products online?
Filtre
Felt- og tabelfiltre kan bruges, hvis du i et vindue kun vil have vist bestemte konti, debitorer, kreditorer, poster eller andre records. FlowFiltre bruges til at begrænse oplysninger i felter, der viser beløb eller antal.
Du angiver et filter ved at definere kriterier for ét eller flere felter i en tabel. Programmet kontrollerer alle records, og kun de records, der opfylder dine kriterier, slippes gennem filteret. Hvis der er angivet kriterier for flere felter på én gang, skal records opfylde alle kriterierne for at slippe igennem filteret.
Bemærk!
Felt- og tabelfiltre afhænger af de respektive vinduer. Hvis du angiver et filter for en tabel i et vindue, og derefter får vist den samme tabel i et andet vindue, betyder det, at filteret ikke er aktivt i dette vindue. Filteret vil dog være aktivt i det vindue, hvor det blev angivet, indtil det fjernes.
Filtrene er aktive, indtil du fjerner dem, eller erstatter dem med nye. Du kan fjerne et filter ved at klikke på Vis alle i menuen Vis.
Filtre er en særlig facilitet i Navision, der gør det muligt at afgrænse en mængde oplysninger. Der er 3 slags filtre:
Såfremt du har sat et filter i programmet, vil det altid være vist ved at der i din statuslinje står FILTER som i skærmbillede nedenfor.
Nedenfor er der lavet et eksempel på hvordan du kan bruge et feltfilter.
Nedenfor vises en beskrivelse af, hvordan et feltfilter bruges til at filtrere data i tabellen Debitor, så den kun indeholder debitorkort, hvor sælgerkoden er PS.
Hvis du efterfølgende blader i debitorkortene kan du se, at der kun vises debitorkort med PS i feltet Sælgerkode. De øvrige debitorer findes stadig i databasen, men vises først igen, når filteret fjernes
Du kan nu igen se alle kort i tabellen Debitor.
