Why Build Community?
Posted: June 18, 2013 Filed under: Uncategorized | Tags: community, Dynamics, manuals, Microsoft, NAV, training, user group 1 CommentBack when I first recommended Microsoft Dynamics NAV to my company as an ERP solution, I was a lone voice in my universe. I had run the whole gauntlet of the request for proposal, partner screening, requirements planning, and final selection, and ultimately I was the person in charge and therefore responsible for where our company ended up because of my choice.
The first few years of using Microsoft Dynamics NAV were a little rough and I did many of the following things to solve problems:
- Spent hours on the internet searching for terms that might get me some results. Many of the searches ended up in programming and development forums that would show me the code behind what was happening, but wouldn’t help me, as an end user, figure out what steps I should take.
- Read the manuals I had gotten from my partner. I spend hours going through the manuals I had been given and trying to piece together how I could do more advanced tasks by cobbling together the simple examples I had.
- Brainstormed with my boss and my staff. We had quite a few long conversations about how to get things done. Some of these conversations actually solved the problem, many of them ended up with needing to go back to the manuals, or the internet, or to our partner.
- Just tried it in the live system to see if I could figure it out. Sometimes this was successful and sometimes it created more problems than where I had started. I was an inexperienced end user who didn’t even know having a test system was possible. When pressed, I took the risk (in small steps) to see if I could get it figured out.
- Called our partner for help. When all of the above failed, I would reach out to our partner for assistance and pay them to help us out.
What an incredible waste of time! I had spent hours and hours of time trying to solve simple problems. Why? Because I thought I was alone. Because I thought I was the only person who could solve what we had. Because I hadn’t built a network.
Eventually, I got smarter. I started to ask our partner, “Surely you have other customers who have this same problem. What do they do?”, and in return I got silence and an invoice for services. I went back to the internet and looked again, and this time, I learned about user groups and began to look for a user group for Microsoft Dynamics NAV, and I found one! I started small, lurking in webinars and listening and learning and applying all the things I learned back at the office.
Since then, I’ve gotten the opportunity to regularly attend the annual user group conference, and have built a robust network with other NAV users. While I do still go to the internet for answers, I know where to go and where not to go to get my answers. I know where to get the right manuals for what I really need. I don’t mess things up in my live system because I have an effective test system. I still pay my partner for help, but I get to pay them for things that really make a difference in improving things at my company instead of paying them to help with things I should be able to do myself. Most importantly, I have a whole network of Controllers and CFOs and other professionals from other companies who I can email or call to help solve a problem.
I’m no longer a lone voice, but a single voice in an entire chorus of knowledgeable NAV users who are making a difference at their companies because we’ve all chosen to build a community together.
If you haven’t found your community yet, find it here at www.navug.com .
Learning about NAV2013: CustomerSource guide to resources
Posted: May 7, 2013 Filed under: Uncategorized | Tags: CustomerSource, Dynamics, learning, manuals, Microsoft, NAV 2013, training 1 CommentIf you are already a Microsoft Dynamics NAV customer and you’re current on your maintenance plan you need to go to CustomerSource to get access to NAV2013 training manuals that are just waiting for you to find them.
For versions prior to NAV2013, CustomerSource has published an Overview of Training Manuals as well as a Learning Plan for each version which made it easy to find all of the resources available for that version. For some reason, they have chosen not to do that with NAV2013 which does make the manuals a good deal more difficult to locate. I’ve found if you know the Course Number for the training materials you want to find you can get to them quickly by using the search box on the left hand navigation bar. Simply type in the course number, for example, 80534, and you’ll be taken directly to those training materials which you can immediately download.
Look up the following courses using the search box to get to more information about NAV2013:
Installation and Configuration
80438: Installation and Configuration in Microsoft Dynamics NAV 2013
80433: Reporting in Microsoft Dynamics NAV2013
80549: Data Upgrade and Code Upgrade to Microsoft Dynamics NAV2013
Finance Related
80434: Fixed Assets in Microsoft Dynamics NAV 2013
80435: Application Setup in Microsoft Dynamics NAV 2013
80439: Introduction to Microsoft Dynamics NAV 2013
80534: Finance Essentials in Microsoft Dynamics NAV 2013
80535: Finance Advanced in Microsoft Dynamics NAV 2013
Trade & Inventory
80257: Inventory Management in Microsoft Dynamics NAV 2009 *
80440: Trade in Microsoft Dynamics NAV 2013
Warehouse Management
80259: Warehouse Management in Microsoft Dynamics NAV 2009 *
Service Management
50224: Service Management in Microsoft Dynamics NAV 2009 *
Relationship Management
50223: Relationship Management in Microsoft Dynamics NAV 2009 *
Manufacturing
80550: Manufacturing in Microsoft Dynamics NAV2013
C/SIDE
80436: C/SIDE Introduction in Microsoft Dynamics NAV 2013
80437: C/SIDE Solution Development in Microsoft Dynamics NAV 2013
* not updated for NAV2013, only available in prior versions
nChannel lists Dynamics NAV Financials as a top Microsoft Dynamics NAV Blog
Posted: April 30, 2013 Filed under: Uncategorized | Tags: Account Schedules, budgets, Dynamics, financial reporting, Microsoft, NAV 1 CommentnChannel gave Dynamics NAV Financials a really nice mention in their recent listing of top Microsoft Dynamics NAV blogs.
Here’s a blurb from the article:
About the Blog: Kerry uses her extensive experience in Dynamics NAV to give readers an in-depth look at account schedules, financial reporting, dimensions, budgets and more. Readers can also follow the blog on Facebook, follow Kerry on Twitter and subscribe via email in order to receive notifications of new posts (the blog is updated often, with some days generating multiple posts).
For the full article, listing twelve other really fantastic NAV blogs and communities, click here!
Blogiversary Top 20 (#1) Account Schedules Formulas Page
Posted: April 29, 2013 Filed under: Uncategorized | Tags: account schedule formulas, Account Schedules, cheat sheet, comparison date formula, comparison period formula, Dynamics, Microsoft, NAV, tips and tricks Leave a commentWe’re celebrating our one year blogiversary by reposting the Top 20 Most Viewed in the last year, as determined by you, our readers! Follow this link to see the entire list. Enjoy!
The most viewed blog entry in the Dynamics NAV Financials first year isn’t an entry at all, but an entire page! Check out the Account Schedules Formulas Page found here to see what 15 people a week come to the blog to use.
I developed this page in response to a question I would get in my classes on account schedules. “Do you have a cheat sheet for all the formulas you can use in Account Schedules?” I’ve shied away from this in the past, because it’s a complex question. You’ve got to take into account comparison period versus comparison date, column type used, use of filters, and like all Microsoft products, there is often more than one way to accomplish the same result. But I think I’ve got us a start. To my knowledge, there are bits and pieces of this out there, but this is the most comprehensive guide to account schedule formulas that I know of.
If you know of more, please submit them here. As long as I can test it to prove it works in the way described, and it’s different enough from already listed formulas, I’ll add it to the list and make sure to put a shout out to the contributor on the blog.
I believe the power of community is an amazing thing. We continually make each other better by sharing information. I’m looking forward to seeing what our amazing NAV community can accomplish!
Blogiversary Top 20 (#7) 15 days of NAV dimensions
Posted: April 19, 2013 Filed under: Uncategorized | Tags: Account Schedules, Convergence, CustomerSource, dimensions, Dynamics, NAV, NAV 2013, tips and tricks Leave a commentWe’re celebrating our one year blogiversary by reposting the Top 20 Most Viewed in the last year, as determined by you, our readers! Follow this link to see the entire list. Enjoy!
March Madness may mean basketball for some folks, but for me it means Convergence! Getting a chance to participate as a speaker at Microsoft Dynamics Convergence is a great opportunity to meet new NAV users I haven’t met before. I’m always looking to expand my network of knowledgeable professionals, and one of the ways I do that is by sharing information.
I’m lucky enough to be giving a concurrent session this year called Tips & Tricks for Working with Dimensions in Microsoft Dynamics NAV and I thought I would put together a series for the blog on the same topic to get the information out to a wider audience. For the next 15 days, there will be a brand new post on one of these dimension topics. Enjoy!
Day 1 4 questions to ask when deciding how to use NAV dimensions in your business
Day 2 5 reasons you need to use NAV dimensions
Day 3 The finance professional’s perspective on NAV dimensions
Day 4 Why finance and IT need to work in partnership on a NAV dimension strategy
Day 5 Viewing NAV dimensions on postings: where can you see them?
Day 6 NAV default dimensions and value postings applied to master data
Day 7 NAV default dimensions and value postings on the chart of accounts
Day 8 NAV dimension combinations for additional accuracy
Day 9 NAV dimension priorities
Day 10 Resolving NAV dimension errors
Day 11 NAV dimensions in account schedules
Day 12 NAV dimensions in budgets and consolidations
Day 13 Communicating to IT about NAV dimensions and NAV2013 dimension sets
Day 14 Add NAV dimensions as your business changes
Day 15 Learning more about dimensions from Microsoft Dynamics Customer Source
BONUS View Convergence 2013 session on Microsoft Dynamics NAV dimensions here
This posting is one of the Top 20 Most Viewed in the last year! Follow this link to see the entire list.
DynamicsNAVFinancials blog celebrates one year with top 20 postings
Posted: April 1, 2013 Filed under: Uncategorized | Tags: Account Schedules, budgets, Classic Client, Convergence, dimensions, Dynamics, Excel, export to excel, financial reporting, financial statement, general ledger, NAV, NAV 2013, NAVUG, payment terms, PowerPivot, tips and tricks, user group 2 CommentsIt’s our blogiversary! I started this blog in April 0f 2012, inspired by the number of NAV end users I had met over the last year who had the same questions that just weren’t getting answered. What better way to get that information out to folks than a blog where I could write up the topic in an easy to understand way?
You’ve shown your support! Over that last year, we’ve had over 15,000 views, almost 100 followers via email, have people following us on our new Facebook page, and know that many of you follow postings through the RSS feed. People from more than 120 countries are reading DynamicsNAVFinancials! The blog has gotten enough attention to be picked up for syndication through Microsoft Dynamics Community and I was even asked to participate as one of the eleven official bloggers at Microsoft Dynamics Convergence 2013 last month.
Special thanks has got to go to the NAVUG. The user group has been especially supportive of me and of the blog, finding opportunities for me to speak to NAV users in person, in webinars, online classes, and through this blog. Without the support of the user group this would have been a much longer road and I am so grateful for the constant work they have done to get me in front of as many readers as possible.
Publishing over an entry a week in the last year, there’s a lot to choose from, but in the month of April, I’ll be re-running the top 20 postings determined by the most viewed entries. Enjoy, and thank you so much for reading! There would be no reason to do this without you!
19 The NAV accountant’s little helper: the reconciliation account check box
18 Learning about Microsoft Dynamics NAV 2013: on demand learning from NAVUG is a fantastic resource!
17 Tis the (Budget) Season! Three handy NAV account schedule tips to get you through
16 Tips and tricks for a flawless budget load in NAV
15 Why NAV users should be using dual monitors
14 Video Demo: How to export NAV account schedules to Microsoft Excel
13 Basic row setup options for NAV Account Schedules
12 Aging methods in NAV – which buckets are you looking for?
11 Complete row setup options for NAV account schedules
10 Learning about Microsoft Dynamics NAV 2013
9 Where can I learn more about NAV analysis reports and analysis by dimensions?
8 10 easy tips for payment terms success in Microsoft Dynamics NAV
6 Getting started with a new account schedule
4 Maximize your Microsoft Dynamics NAV 2009 Classic screen space with user level configuration options
3 Basic column layout options for NAV Account Schedules
2 NAV keyboard shortcuts – Classic to RTC
1 The Account Schedules Formulas Page
View Convergence 2013 session on Microsoft Dynamics NAV dimensions here
Posted: March 29, 2013 Filed under: Uncategorized | Tags: Convergence, dimensions, Dynamics, Microsoft, NAV, tips and tricks, virtual convergence Leave a commentIf 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.
If 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 . . .
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!
Resolving NAV dimensions errors (part 10 of 15)
Posted: March 22, 2013 Filed under: Uncategorized | Tags: code mandatory, dimensions, Dynamics, errors, Microsoft, NAV, tips and tricks Leave a commentError messages related to dimensions can be the bane of a dimension-using NAV user’s existence unless you know how to properly deal with them. The number one thing I tell my end users is, “if the error message has the word dimension in it, the error is generally something you can resolve yourself”. Let’s go through three dimension errors from my system; we’ll resolve each one as we go.
This message says the end-user needs to select a dimension code for team on the first line of this invoice, where they’ve entered general ledger account number 51320. For whatever reason, NAV counts lines by the 10,000, so 10000=line 1, 20000=line 2, etc. The rest of the error message is pretty self-explanatory, but is presented in an “out-of-order” way that doesn’t quite read as well as plain English. This error has occurred because we’ve set a control on the general ledger account 51320 of code mandatory for team. The end-user needs to enter a team code for every transaction that posts against this account number.
The dimension value of 522120 on the list of dimensions for project has been blocked. You can’t use it/you don’t want to use it/you shouldn’t use it. Our company goes through annually and blocks project numbers that have not been given any budget money. If I block a project, I mean it – I really don’t want anybody posting anything against it. For this error, either the person made a typo, or they were given bad coding so the solution is to either fix the typo or get a correct project number.
This is an example of a team and project combination that has been blocked for use. We do this on purpose in order to keep from making errors and to avoid needing to make reclassifying entries. For this error, the person entering the information either needs to correct a typo or get a correct project number (or team number).
Keep reading this month as we continue our series, 15 Days of NAV Dimensions.
NAV dimension priorities (part 9 of 15)
Posted: March 21, 2013 Filed under: Uncategorized | Tags: dimension priorities, dimensions, Dynamics, Microsoft, NAV, tips and tricks Leave a commentHere’s the deal with dimension priorities. Depending on what you’ve chosen for your dimension strategy, an entry could have more than one dimension proposed at the time you post it. When this happens, NAV needs a way to break the tie, and that way is dimension priorities.
This handy-dandy table allows you to be in control by choosing which table will take priority over the other if NAV is forced to choose. What happens if you don’t define the priority? This is where NAV’s built-in tie-breaker comes in. If you don’t define the priority, NAV will choose the table with the lowest Table ID number.
One sure way to avoid needing to do this at all is to think through your dimension strategy really carefully before you commit to it. If you define team as a dimension on both your customer master data and your item master data, and you give a customer and item different default dimensions, what’s going to happen when you post a sales order? You’re going to get a conflict where the system has to choose. Think through your strategy and I bet you can find a way to make sure that team only corresponds to customer and you could give a different dimension designation to item. By doing so, you’ve automatically designed your system not to have a conflict in the first place.
Keep reading this month as we continue our series, 15 Days of NAV Dimensions.
NAV dimension combinations for additional accuracy (part 8 of 15)
Posted: March 20, 2013 Filed under: Uncategorized | Tags: dimension combinations, dimensions, Dynamics, Microsoft, NAV, tips and tricks Leave a commentOne way to get additional accuracy out of your NAV dimensions is to assign dimension combinations. Dimension combinations are really good for two things: 1) to keep you from posting something that simply doesn’t belong where you’re putting it, and 2) to keep you from posting a combination of dimensions together that don’t belong together. Let’s go through a couple of examples.
Say that, according to your dimension strategy, you’ve designated the dimension team to go with customer master data, and the dimension edition to go with item master data. If you don’t want team to ever be allowable together with edition, set a dimension combination of blocked on the grid where the two dimensions intersect.
Another example is something we do at my company. We rely very heavily on budgeted information and budget all of our product development expenses with two dimensions assigned: team and project. Each team has their own list of assigned projects and no team should ever share a project. In order to keep ourselves from having a lot of reclassification entries, we assign a dimension combination of limited on the grid where team and project intersect. This setting allows us to further drill down and define which projects belong to which team. If we receive bad coding or even just enter a project number incorrectly, if that project number is not one on the “approved” list of project dimensions assigned to that team, we’ll get a message that lets us know we’ve made an invalid choice before we post it into our system permanently.
Keep reading this month as we continue our series, 15 Days of NAV Dimensions.