View Convergence 2013 session on Microsoft Dynamics NAV dimensions here

If you’ve enjoyed this month’s 15 days of NAV dimensions series, and would like to hear me speaking about dimensions, there is now a recording out on the Convergence website as well as on the Virtual Convergence website.

If you were a registered Microsoft Dynamics Convergence 2013 attendee, log in to the Convergence site and bring up the Schedule Builder. From here you can view a recording of any session that was listed as a concurrent or deep dive session, and you can even re watch the keynote and general sessions! You can search by any number of methods for my session, which was called Tips & tricks for working with dimensions in Microsoft Dynamics NAV, and ran on Thursday, March 21st at 2:30. Click the link to watch the session video.

virtualconvIf you were not able to attend Convergence this year, there is a Virtual Convergence that is available to the public. You’ll need to log in to register, but once there, you’ll have the same access as Convergence attendees to concurrent, deep dive, keynote, and general sessions. In order to find my session, search under the sessions menu, then Microsoft Dynamics NAV, then scroll down until you see the box that contains Tips & tricks for working with dimensions in Micro . . .dims virtual

There are a lot of great sessions out there available for one year past the close of Convergence 2013, so I bet these will only be out there until the end of February 2014. Take some time to explore what else is out there and share with your coworkers! This is a great way to get information into your company about the ERP you have all chosen to run your businesses.

Enjoy!


Learning about NAV dimensions from Microsoft Dynamics Customer Source and MSDN (part 15 of 15)

There are some great resources out there to help you learn about dimensions in NAV. The first resource I always recommend to other NAV customers is CustomerSource!customer source2

Assuming you are already a Microsoft Dynamics NAV customer, and you’re current on your BREP (Business Ready Enhancement Plan), you need to go to CustomerSource to get access to e-learning modules and training manuals that are just waiting for you to find them. If you’ve never visited here before, start at this link for some simple instructions.

If you want to search on your own, here is the place to start.  On the left hand navigation bar, choose Documentation=>User Guides and then look for one of these two:

  • Overview of Training Manuals and Hands-On Labs for Microsoft Dynamics NAV 2009
  • Overview of Training Manuals for Microsoft Dynamics NAV 5.0

Once you get to these pages, you can search through a number of menus to get to exactly the topics you need without using the clunky CustomerSource user guide drop down choices, which are difficult to use at best.

Another good source are the Learning Plans for each version.  On the left hand navigation bar, choose Training and Certification, then choose Learning Plans for Microsoft Dynamics from the main page. Choose your product and version, and you’ll have what you need.  The Learning Plan for Microsoft Dynamics NAV 2009 is particularly good, providing links from the page directly to what you need. You will find sources for E-Learning, Instructor Led Training, and Training Materials.  The link to the Learning Plan for Microsoft Dynamics NAV 5.0 actually points to a PDF version of the NAV 2009 Learning Plan; it looks like the 5.0 plan has been removed.

If, because you’ve taken a look at the Learning Plans and you know the Course Number for the training materials you want to find; here’s another quick way to get at them.  At the top of the left hand navigation bar, there is a search box.  Simply type in the course number, for example, 80050, and you’ll be taken directly to those training materials which you can immediately download.

But wait just a darn minute, where’s the information for NAV2013? I can tell you I’m as disappointed as you are. CustomerSource has not updated an overview document or a learning plan on their site for NAV2013. There are many comprehensive manual like documents out there for NAV2013 but they are really hard to find, and can be difficult to tell the difference between a manual and a white paper, especially if you are a customer and don’t understand the structure of which manuals are available without a table of contents to work from. So, for you folks who are new to to NAV with NAV2013, I’m sending you to another source, the Microsoft Developers Network. Don’t be afraid, there’s plenty there that end users can use as well.

msdnFollow this path in the library: Servers and Enterprise Development=>Microsoft Dynamics=>Microsoft Dynamics NAV=>Microsoft Dynamics NAV 2013.  There is lots of info here that will help you out, but if you need to get directly to dimensions, type this phrase into the search box: Set up dimensions to mark transactions. I’m using this source more and more often since I don’t have to mess around with any type of login or administration for my users, I can bookmark any page I want to get back to, and the search function is a world apart of improvement.

If you liked this post, check out the rest of our series, 15 Days of NAV Dimensions. Thanks for reading!


Add NAV dimensions as your business changes (part 14 of 15)

compassSetting up dimensions should not be something we exclusively do when we implement NAV for the first time at our businesses. Change is the norm in business, and I would be genuinely surprised to hear from anyone at this point that their business has not changed significantly in the last five years. So for finance and IT professionals, what changes when the business changes? Reporting requirements!

For NAV, that means opportunity for using dimensions differently or to add new dimensions. Hopefully you are happy with your global dimensions, the two most important dimensions for your company, and you’re ready to add some shortcut dimensions so you can expand your reporting capabilities. There are four main things you should keep in mind when adding a shortcut dimension.

1) Keep in mind timing and financial cutoff. If you choose to start collecting data on a new dimension today and today falls in the middle of a fiscal period, you’re going to create a disconnect in your financial data where you have data with the new dimension value and data with the blank dimension value in the same period. Don’t do it. Find out when the end of the fiscal period is, and start gathering the new data starting with the start of the new fiscal period. This doesn’t have to be the year-end, it could be a month, or whatever period you have at your company, but do take the time to plan this out, your finance department will thank you later.

2) Know that collecting a new dimension will not magically attach to your historic data. Assigning dimension data to your item or customer or vendor only begins the collection of that data on any new transactions generated since you assigned the dimension data. There is nothing out there that will magically attach this new requirement to old historic data. There are ways to go back and change the historic data, but this is generally beyond what you want to do manually. Involve someone experienced in SQL or call your partner for some help with this. And for goodness sakes, try this in a test system first. It’s always good to do a practice run on this kind of change, and should be mandatory if you’re planning to change a large amount of data. Remember that in many cases, it is perfectly ok to collect new data without catching up the history. Only you can decide what you need for your reporting.

3) Don’t abandon your pending data. Don’t forget there are things out there you created prior to assigning that new shortcut dimension. Sales orders, purchase orders, transfer orders and any other type of form that may be in process at the time you defined that new dimension will need to be caught up to the new requirements. If you forget this, NAV will remind you by throwing a dimension error when you, or your colleagues, try to post those documents to the system.

4) Consistency is the key. Make sure you set up this new dimension with the same level of consistency you’ve used with your other dimensions. Start with your master data, but follow through by adding the safety net of the chart of accounts, and remember to incorporate your choice of value postings.

Keep reading this month as we continue our series, 15 Days of NAV Dimensions.


You’ve seen the future, it’s time for the NOW

navug with nameI can’t agree more with the recent post Suzanne Scanlan posted regarding the connection between Microsoft Dynamics Convergence and the NAVUG Forum. Convergence is a great view of the future, but NAVUG Forum hits us where we live – in the now. It’s the one opportunity I have every year to connect intimately with my NAV community. For three of four days we live, breathe, and even dream NAV because we get the chance to immerse ourselves in learning about and solving business challenges with our primary tool, NAV. The really great thing is we get to learn from each other! Volunteer end users present the majority of the sessions, so you know the information you’re getting is coming from someone who uses the software every day, just like you do, and likely in the same version that you are using now. I love to see the bright shiny vision of the Microsoft future at Convergence, but on a practical level, I won’t be arriving at that point in time for at least two years. The material I consume at NAVUG Forum is immediately applicable to what I’m facing in the now.

If you’re looking for info about the upcoming 2013 NAVUG Forum held in Tampa, FL October 21-25 check out these links.

NAVUG 2013 Schedule

Who attends Forum?

Examples of content offered at the 2012 NAVUG conference