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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

Hands together. Heart symbol. Vector illustration

Five Things To Consider When Choosing your Microsoft Dynamics NAV partner

1.Are they aligned to your values?

Choosing the right partner is vital to maximizing your investment in your ERP system. Ensuring the provider is aligned to your values and business goals will insure your maximum return. A partner that fully understands your needs will enhance the functionality and performance of Microsoft Dynamics NAV. They should also boast a selective but appropriate add on collection you can implement as your business requires.

2. Do they have good digital health?

Every day we read about hackers, data leaks, or information loss. Choosing a partner who is security conscious, and digitally secure is vital to protect your business and customers. We have become ISO 27001 certified to evidence we continually strive to improve our data security, review and address threats. This not only protects our business but also our customers can rest assured we are doing all we can to be secure.

3.Will they let you taste it?

Ensure you try before you buy. With the digital age Webinars are an easy, but intimate way to ensure you are buying exactly what you’re looking for in your ERP system, or an add on to enhance your system. Choose a provider who will really allow you to taste the software before you commit to a purchase. A software demonstration with a rep will also allow for a Q&A session with a NAV specialist who can really show you the capabilities to suit your business.

4. Ensure they scope it out

Perception is 90% of the truth. What you think you’re getting maybe far from the reality. We advise substantial scoping initially to ensure you’re getting what you need, in the time frame you need it, for the price you agreed. Avoid any nasty surprises at the end, systems that fall short, or great functionality you wish you’d had bespoke, by ensuring your partner scopes out your requirements thoroughly. At TES we pride ourselves on a crystal clear proposal so both parties are aligned with what we are going to achieve, and how we are going to do it.

5. Do they share the knowledge?

Knowledge is power, effective training and empowerment of users is vital. Using Microsoft Sure Start training guidelines, and following a curriculum based training program maximises the knowledge we imbed in your organisation. We empower key users on customer sites to ensure we leave behind, a strong confident network, which allows a smooth transition to your new ERP system and maximises it’s use. If there are any issues we use ServiceNow which is a transparent self-service portal to allow customers to see any cases that are open, any work in progress, or closed cases. Sharing this information both internally and with our customers allows everyone to be kept fully updated and current.

 

If you would like to discuss TES becoming your Microsoft Dynamics NAV provider please do not hesitate to contact us.

TES Partners With Preact To Provide Customers With World Class Dynamics NAV & CRM

TES and PREACT Partner to Provide Customers and Prospects World Class Dynamics NAV & CRM delivered with Integrity, Passion and Experience.

The Microsoft Roadmap for the Dynamics ERP and CRM products continues to evolve and accelerate to offer customers increased value and benefits. Customers now have an ever increasing demand to utilise functionality across the suite of Microsoft Dynamics NAV and CRM products. 

To deliver a World Class experience for customers requires extensive product experience combined with industry focus all delivered with class leading People, Processes and Tools.

With continued investment in the delivery and development of the current product and service catalogue, TES decided that partnering with an existing experienced Dynamics CRM provider would provide customers with the best possible experience, whilst also extending the value customers can gain from their investments.

Preact are a leading provider of Dynamics CRM and are also committed to the continual improvement of the services provided to clients. Preact have several clients in the Not for Profit sector, and early discussions also established an excellent fit in the values and growth plans of Preact with those of TES.

Why TES and Preact ?

  Values, Commitment to Customers and People, Growth Plans and Visions are closely aligned.

  TES Focus on NAV compliments Preact Focus on CRM.

Both companies have clients in Not for profit.

  The combined products and services of both companies offers clients greater value and benefits from a fully integrated Dynamics NAV, and CRM solution delivered with dedicated product and industry experts for each component.

  The combined knowledge and experience of both companies in the delivery of Dynamics produces a “Best of Breed” experience for clients.

Should you require any further information, or be interested in how TES can improve your business, with CRM, please contact one of our team on :
0345 257 8241
Or
enquiries@totalenterprisesolutions.co.uk