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Day 11 – Customer Discount Groups

Dynamics NAV  Customer Discount Groups Day 11 Top Trick! 

In NAV there is the option to define Customer Discount Groups. This enables you to offer an invoice discount across all items that you sell, this can be simpler to maintain that Customer Price Groups. 

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The Following Steps Outline how to use Customer Discount Groups in Microsoft Dynamics NAV. 

1. Navigate to the Customer Disc. Groups Setup CRONUS UK Ltd./Departments/Sales & Marketing/Order Processing/Setup

2. In this Window you need to define a Code and Description for the Disc. Groups. tab 1

3. When you have created the Customer Disc. Group you will now need to apply Discounts for Customers within this Discount Group, you do this by clicking ‘Sales Line Discounts’ in the Ribbon. 

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4. In this window you will be able to specify Discount applied to specific Items or Items within an Item Disc. Group as well as minimum Quantities and start and end dates for contractual agreements or promotions if required.

5. Now that we have created Customer Disc. Groups we need to add it to Customers so that the Discount will be applied when selling to the specified Customers. We can do this on the Customer card by populating the ‘Customer Disc. Group’ field.  

6. You will now be able to process sales orders and the correct discount will be applied in sales documentation.

Want to know more? Contact us on enquiries@totalenterprisesolutions.co.uk or call us on 0345 257 1173

 

 

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Day 10 – How to – Microsoft Dynamics NAV Blanket Orders

Day 10 of our Christmas campaign. This is a tip many of our customers find useful.

Blanket orders allow us to create a sales order and then ship and invoice to the customer over time. This is most effectively used when customers require large quantities of a product over a period of time.

The Following Steps Outline how to manually use Blanket Orders in Microsoft Dynamics NAV.

1. Navigate to the Blanket Order List CRONUS UK Ltd./Departments/Sales & Marketing/Order Processing/Blanket Sales Orders

2. Click the ‘New’ Button.new

3. Populate the appropriate fields. Adding the Customer to whom you wish to sell to. Fields will then populate as they would on a Sales Order.

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4. Add the lines to show what you wish to sell to the Customer.

Now that you have created your blanket order you will need to start sending out related orders.

5. Now you need to create an order, on the lines of you Blanket Sales order you now simply need to define how many you wish to ship. And the click the ‘Make Order’ button in the Ribbon.make order

6. You will receive an information message telling you which Sales order has been created for this Blanket Order.

 

 

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7. Finally you Simply need to process the Created sales order as you would normally.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

 

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Day 9 -How to guide – Dynamics NAV – Item Charges

Day 9 of our Christmas campaign. 12 Christmas gifts from TES to you brimming with lots of ‘how to guides’ and ‘tips and tricks’ to help you make the most of your finance system.

 

In NAV there is functionality to recognise Item charges across a number of items on a sales order. Removing the requirement to use GL account transactions for Shipping and insurances. 

The Following Steps Outline how to use Item Charges in Microsoft Dynamics NAV. 

  1. Navigate to the Item Charges Setup CRONUS UK Ltd./ Departments/Financial Management/Inventory/Setupwe1
  2. In this setup we need to define which Item Charges can be used. 
  3. Once these Item Charges have been setup you will now be able to use them as ‘Charge (Item)’we2
  4. There is however one further step to the process where you need to define how this Item charge is spread amongst the items on the Sales order. We do this by clicking the ‘Line’ Button and selecting ‘Item Charge Assignment’. we5
  5. This will open the ‘Item Charge Assignment’ Worksheet which will outline any unassigned item charges.we6
  6. We then simply click the ‘Suggest Item Charge assignment’ Button in the ribbon.we7
  7. You will be then asked if you wish to split the Item charge across the items equally or by amount. Once you have selected click ‘OK’.  
  8.  Then click ‘ok’ at the bottom of the worksheet and you will be able to process the order as you would usually but item charges will be posted to your defined accounts specified by you General posting setup.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

Christmas tree and holiday gifts.

Day 8 – Identifying objects that are not on a customer’s license in Dynamics NAV

Today’s quick tip to help you get the most from your Microsoft Dynamics Business Central/NAV system!

To identify objects that are not on your license, a very quick method is to go to the Dynamics Nav Development Environment as shown below:

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Within the menu on the left-hand side, click on All and then select all objects as shown here:

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Once all objects are highlighted, go to File, click on Lock:

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Click on Yes when the following message appears:

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Once the process has finished, go to the Development Environment and place the following filter:

Locked is No.

Any objects that appear in the filtered list will not be on the customer’s license.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

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Day 6 – How to guide – Suggest Accounts When Configuring Posting Setup – NAV 2018

Day 6 of our TES Christmas tips and tricks! We are half way through already, we hope you are learning some useful shortcuts.

Christmas is coming fast this year and everything is very festive in TES HQ. Here is your Day 6 tip!

When configuring new Posting Setup within Dynamics NAV 2018, a new smart algorithm has been added into the application. The algorithm will analyse the existing posting setup and suggest the General Ledger Accounts it believes you should be using, by checking similar posting setup where possible. If you do not agree with the suggested accounts, you can overwrite the suggestion manually.

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The Suggest Accounts function can be used on Posting Setup such as:

  • VAT Posting Setup
  • General Posting Setup

NAV2018 – Image Analyser

Dynamics NAV 2018 now includes an Image Analytics extension, known as the Image Analyser. This extension analysis an image and builds a set of characteristics for the image, based on the results of the analysis.

The Image Analyser within Dynamics NAV 2018 can analyse all elements of an image. For example, analysing elements within a Contacts Image, to define attributes such as the following:

  • Gender
  • Age

Alternatively, if analysing an image of an object, then the following example elements could be identified:

  • Item Type
  • Colour

Examples of the image analyser can be seen below.

When importing images into a Contact for example, the Image Analyser will read the elements of the image and then create Profile Questionnaire Answers according to the image analysis results.

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When importing an image to an Item, this image analyser will then analyse the elements and create the results of the analysis as Item Attributes.

The Image Analyzer Attributes page displays the detected attributes, the confidence level of the attribute that has been analysed, and other details about the attribute. Use the Action to perform options to specify what to do with the attribute.

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Please note, the image analyser has a set of requirements for images, which can be found below:

  • Image formats: JPEG, PNG, GIF, BMP
  • Maximum file size: Less than 4 MB
  • Image dimensions: Greater than 50 x 50 pixels

Additionally, it is worth nothing the number of analysing tasks you can do in a given period is capped and based on your agreement to use the functionality.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

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Day 5 of our Christmas tips and tricks! Dynamics 365 Business Central Keyboard Shortcuts

Today’s Christmas tip is

Please see below for a list of shortcuts available in Dynamics 365 Business Central.

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Keyboard Shortcuts to improve overall search capability in Dynamics 365 Business Central

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Keyboard Shortcuts in Lists within Dynamics 365 Business Central

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TES top Christmas tips will resume on monday!

If you would like to discuss how we can help your organisaion increase efficiency please do not hesitate to contact us on  0345 257 1173 or enquiries@totalenterprisesolutions.co.uk 

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Customising in ‘My Settings’ in Business Central

You can find my settings in the settings menu on the App Bar on the top of Business Central client.

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If you click here, then you get access to my settings.  And here you can find some very important features which allow you to customise your business central experience. For example, you can select which the Role Centre to use, select the company you’re working in and can verify the work date that you’re working in.

As Business Central is a multi-language solution you can also specify which language. So that people working in different languages can all work in the same system.  Further to this there are some regional settings such as language and time zone.

And finally, you can also change your notifications in the system

Here is a screenshot of what ‘My Settings’ looks like in Business Central:

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To change the Role Centre in my settings, clicking the drop-down button next to this field a list of which Role Centres are available for you.

 

 

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As soon as you confirm this with clicking OK you will see that the Role Centre will change without having to close the application, this is instant, once the new role centre has loaded the content displayed is totally different to previously. This feature allows you to tailor the user experience for different Job roles within the business.

Below is an example of the range of different role centres available is business central.

Sales order processor RC:

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If you’d like to talk to us about how we can help you. Please give us a call on 01345 257 1173 or drop us an email on enquiries@totalenterprisesolutions.co.uk 

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Today’s Christmas Tip – Adding a Field to a page in Dynamics NAV Business Central !

In business central the environment looks different to the usual NAV client many people have become used to seeing, this doesn’t mean you’re not able to add fields as you have done previously.

To do this you will need to open the ‘Personalisation’ mode within the business central application, the way to do this is navigate to the ‘Settings’ button in the business central ribbon.

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Once you have hovered over the cogs icon a dropdown list will appear with three options, to personalise the page you will need to select the ‘Personalise’ option.

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You will know you have entered the ‘Personalisation Mode’ as a drop down will appear at the top of your business central application.

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You can then navigate to the list/page you wish to add a field to

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Once you have navigated to the page it will look as follows.

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To add a field to the list you will need to select the ‘More’ option located in the ‘Personalisation Mode’ dropdown.

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A new box will appear under the ‘Dynamics 365’ icon with a ‘+ Field’ option which you will need to select.

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Once you have selected ‘Add’ you will then see a new box appear of the right-hand side with a list of fields you can add to your page.

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To find the field you want you can scroll through the list or use the search functionality provided.

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To add a field all you need to do is click the field on the right hand side and drag this to the desired place within the list your personalising.

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Once have added all of the fields you would like you just need to confirm the changes by clicking the ‘Done’ button at the top right of the business central page.

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Check back tomorrow for another Christmas tip!

If you’d like to talk to us about how we can help you. Please give us a call on 01345 257 1173

or drop us an email on enquiries@totalenterprisesolutions.co.uk 

 

 

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Christmas Celebrations Day 2 – Importing and Exporting Budgets

Day two of our Christmas celebrations we have a ‘how to’ guide showing you how to export modified budgets in Microsoft Dynamics 365 Business Central.

Introduction 

Microsoft Dynamics 365 Business Central provides the option of creating budgets by using export and import functions. This allows you to export budgets to Excel by using the Export Budget to Excel batch job and modify them as needed before importing them back in for a quick changes that need to be made.

Exporting an existing Budget 

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2. Open the budget that you would like to Export.

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3. Once the Budget is open, press the ‘Process’ button on the ribbon and select ‘Export to Excel.’

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4. Using the filters provided to you in the option menu below, select the appropriate filters for your requirements. Make sure you also set the number of periods you would like the budget to include. In this instance, I wanted the whole of the ‘2020’ Budget with 12 Periods and I changed no filters.blog 4

In this example, I have also selected the Dimension ‘COSTCENTRE’ to align my budget to specific dimensions. I have done this by pressing the assist edit 

  1. Press ‘OK’ and open the downloaded excel sheet to see your exported budget. 

Modifying an exported Budget 

Once you have exported your budget you can then start modifying it using the excel spreadsheet that was created by Dynamics 365 Business Central. 

  1. Open the Excel spreadsheet containing the exported budget (as demonstrated in the previous section of this document) 
  2. Use Excels functions to calculate and modify the budgets for each G/L Account listed in your budget.  

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In this example, I wanted the G/L Account in relation to Operating Equipment to have a total Annual Budget of £24,000. So, I split the cost across the whole 12 months. I also aligned this to the BUSINESS COSTS Costcentre Code. 

  1. Make sure any changes you make are saved by saving the excel document frequently. 

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Importing a modified Budget 

Now that we have modified the budget, you can then import it back into the same screen that you have exported it from. It is always advised that you follow the Exporting a Budget steps before performing the below as exporting will give you the format that the fields need to be modified in. 

  1. Navigate to the Budgets page

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2. Open the budget that you would like to import

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3. Once the Budget is open, press the ‘Process’ button on the ribbon and select ‘Import from Excel’

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4. When the options menu appears, make sure you select ‘Replace entries’ if you are updating a Budget.

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Or as an alternative, choose ‘Add entries’ if you made no modifications.

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5. Press ‘OK’ and use the ‘Choose…’ button to select your modified budget.

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6. Your Modified Budget has now been successfully imported!

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From this menu, you can then drill down into the budget by clicking the blue value in Budgeted Amount to see all the entries that have been created.

 

If you would like to know more about Microsoft Dynamics NAV/365 Business Central give us a call on 01345 257 1173 or drop us an email on enquiries@totalenterprisesolutions.co.uk

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It’s Tes-mas! 12 days of top tips!

What a year it has been at Total Enterprise Solutions. At TES we continually strive to improve our customer service. After such great feedback after last years 12 days of Christmas we have brought it back this year bigger and better!

Day 1 How to use Address lookups in Dynamics NAV

Do you get frustrated having to continually populate address information of Customers and Vendors? Because of this manual approach do you often see spurious address entries? Thankfully, from NAV 2017 there has been the opportunity to use Address lookup functionality. In the form of an extension.
To begin, you need to install the extension which is provided as part of your NAV install. Simply use your search bar to search for “Extensions” and click “Extension Management”.

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As illustrated above, select the “GetAddress.io UK Postcodes” extension and click “Install” in the ribbon. A wizard will launch to guide you through installing the extension.
Users will then need to log out and in of NAV before this extension takes effect.
To finish the install process, you must request a web API, this is done when you try to create your first Customer/ Vendor where you will have the option to “Configure” by clicking this a window will open asking for a Web API, underneath this field there is an option to “GET Web API Key, by clicking this you will be directed to “GetAddress.io” where you simply add in your email address and wait for an email to arrive which has a Web API key in the body, simply copy and paste this key into the original window.
Please note, this functionality is free for up to 20 Address requests per day. If as an organisation you require more, please find the price list HERE.
When users navigate to an address input field, for example the “Customer Card”, there will be a flow field saying, “Lookup Address from Postcode”, if users click this, they will see a simple window asking them to enter the “Postcode” and the “Delivery Point”. Delivery point being the “House Number”/ “Unit Number”.

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If you have specified the “Delivery Point” the address information for your new customer will have been completed, if this was left blank you will be provided with a list of the addresses within that “Postcode”. As illustrated below.

Simply click the correct address, followed by “OK”, and the address information will be populated. As you can see here.

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If your curious about the address, you can also then click the ‘Show on Map’ Flow field which will show you where in the UK the address it.

Want to know more? Give us a call on 0345 257 1173  or drop us an email on enquiries@totalenterprisesolutions.co.uk