New NAV2013 video reviewed: Clients First Finance New Features Cost Accounting
Posted: October 2, 2013 Filed under: Uncategorized | Tags: cost accounting, learning, NAV 2013, video Leave a comment
Microsoft Dynamics NAV 2013 Finance New Features COST ACCOUNTING; Clients First (52:27) This is one of the only comprehensive videos I’ve seen to date that covers the new NAV2013 cost accounting features. It’s geared toward the finance super user. The video is presented by Andreas Gunther, Microsoft Escalation Engineer. There are two demos, the first from 6:20 to 16:47 showing where to find the new features and the second from 26:49 to 52:00 showing new functionality. In between the demos, there is some discussion of advanced setup considerations, posting and transferring data, allocations, reporting using account schedules, and budgeting.
There are a whole lot of very technical NAV2013 videos out there made for programmers and NAV developers. Videos geared toward the NAV end-user are a bit more difficult to find. I’ve added a new page to the blog so I can add videos I’ve found that I think are helpful. I’ll review each video I find personally and post some comments on each to make it easier for you to decide if you want to spend your time viewing it yourself.
New NAV2013 video reviewed: Clients First Finance New Features Cash Flow Forecast
Posted: October 1, 2013 Filed under: Uncategorized | Tags: cash flow, learning, NAV 2013, tips and tricks, video Leave a comment
Microsoft Dynamics NAV 2013 Finance New Features CASH FLOW FORECASTING; Clients First (45:37) This is one of the more comprehensive cash flow forecasting videos I’ve seen to date geared toward the finance super user for the new cash flow forecasting features. The video is presented by Dirk Reeps, Microsoft Support Engineer. He covers the different data sources used to construct the forecast, what parameters are required, shows a basic demo of the new functionality from 12:42 to 16:15, and some more specific examples from 22:06 to 36:50. From 7:32 to about 9:32, there is a nice discussion of how to include budgeting for cash flow forecasting, and starting at 38:20, there is a discussion of dimensions with cash flow forecast, and account schedules at 39:56.
There are a whole lot of very technical NAV2013 videos out there made for programmers and NAV developers. Videos geared toward the NAV end-user are a bit more difficult to find. I’ve added a new page to the blog so I can add videos I’ve found that I think are helpful. I’ll review each video I find personally and post some comments on each to make it easier for you to decide if you want to spend your time viewing it yourself.
New NAV2013 Videos page added to DynamicsNAVFinancials
Posted: September 19, 2013 Filed under: Uncategorized | Tags: learning, NAV 2013, video Leave a commentThere are a whole lot of very technical NAV2013 videos out there made for programmers and NAV developers. Videos geared toward the NAV end-user are a bit more difficult to find. I’ve added a new page to the blog so I can add videos I’ve found that I think are helpful. I’ll view each video I find personally and post some comments on each to make it easier for you to decide if you want to spend your time viewing it yourself.
I’ve got a pretty big list to start with, and will put a post out there each time I get a new set of videos reviewed and on the page. If you’ve seen some great stuff out there, or if you’re working on something yourself and want me to review it and add to the page, send me a message!
Let’s get started with some short but effective videos from Microsoft MVP Alex Chow.
Closing the year in Dynamics NAV 2013 in 2 minutes; Alex Chow (1:51) Super quick overview of the year-end close process and great for a quick refresher of the steps you need to follow for this once a year routine. Fast, to the point, accurate. Covers closing the year, closing the income statement, what to do with dimensions, posting the journal, and gives some nice examples on using the NAV2013 search feature to find these functions that we do infrequently.
Processing vendor 1099 in Dynamics NAV 2013 in 2 minutes; Alex Chow (1:52) Super quick overview of setting up a vendor for proper 1099 processing. Also covers how to post your invoices to gather 1099 information properly and how to print out the 1099s directly from NAV2013. Hidden gem: quick tour of the same information in NAV Classic.
Get the skills you need to produce robust financial reporting using the software you already own! New NAV2013 account schedules training now available!
Posted: August 14, 2013 Filed under: Uncategorized | Tags: Account Schedules, financial reporting, general ledger, learning, NAV 2013, NAVUG Academy, training Leave a comment
Looking for training on NAV account schedules? There are new classes now available. NAVUG Academy distance learning is offering two half day instructor led online sessions on September 20th. There is also a full day classroom session on October 21st held as part of the pre-conference training for NAVUG Forum, held in sunny Tampa, Florida. Detailed descriptions of all three classes can be found below, or simply click on the title of the session you want to register!
Account Schedules: Basics – half day course, 9:00am to 1:00pm, (9/20)
Microsoft Dynamics NAV account schedules are a powerful tool used to create custom financial statements directly from your general ledger. In this in-depth training session, you will learn the fundamental principles of account schedule construction. This course is open to any NAV user.
Using hands-on exercises, you will have the opportunity to apply what you learn during class to a basic trial balance and master the three basic account schedule building blocks: row setups, column layouts, and analysis views. You’ll discover how to filter your financial reporting by dimensions, layer in budgeted information, and produce reports by exporting to Excel in the most efficient way possible!
In this class all hands-on exercises will be done using NAV2013. Almost all account schedule functions are applicable to lower versions of NAV, so you will still benefit from the training if you use a version below NAV2013.
Functionality of account schedules is virtually the same, but navigation and look and feel is significantly different. This class is being taught only in the NAV2013 version. If you are using the Classic Client and will not be moving to NAV2009 RTC or NAV2013 soon, please wait to take a Classic class. If you are an experienced Classic account schedule user who wants to learn more about NAV2009 RTC or NAV2013, it is recommended that you begin with the Account Schedules: Basics class simply to get used to the new navigational paths required.
Learning Objectives:
• Understand basic construction of row setups and column layouts
• Learn how to build, update, and apply analysis views
• Use filters, formulas, and formatting
• Incorporate dimensions and budgets
• Integrate account schedules to Excel
Instructor: Kerry Rosvold
Audience: Finance
Level: Intermediate
Prerequisites: Intermediate to advanced level of experience as a NAV financials end user
Account Schedules: Beyond the Basics – half day course, 2:00pm to 6:00pm, (9/20)
If you already understand the three basic account schedule building blocks and you’ve got a firm grasp on dimension and budget filtering (or if you’ve already taken Account Schedules Basics), you are ready to expand what you know with this class! This course is open to any NAV user.
Using hands-on exercises, you will have the opportunity to apply what you learn during class to a simple balance sheet and income statement. You’ll discover how to design and use multiple column layouts with the same row setup base and expand time periods reported beyond the basics. Move past simple dimension filtering and incorporate dimensions into row setups and column layouts! Learn how to use more advanced formulas like base for percent and see how to use account schedules as an alternative way to reporting from the NAV budget tool.
In this class all hands-on exercises will be done using NAV2013. Almost all account schedule functions are applicable to lower versions of NAV, so you will still benefit from the training if you use a version below NAV2013.
Functionality of account schedules is virtually the same, but navigation and look and feel is significantly different. This class is being taught only in the NAV2013 version. If you are using the Classic Client and will not be moving to NAV2009 RTC or NAV2013 soon, please wait to take a Classic class. If you are an experienced Classic account schedule user who wants to learn more about NAV2009 RTC or NAV2013, it is recommended that you begin with the Account Schedules: Basics class simply to get used to the new navigational paths required.
Learning Objectives:
• Build essential financial statements, including an income statement and balance sheet
• Extend knowledge of additional time periods used in column layouts
• Expand use of dimensions into account schedules
• Use account schedules to report on all budgeting information
Instructor: Kerry Rosvold
Audience: Finance
Level: Intermediate
Prerequisites: Intermediate to advanced level of experience as a NAV financials end user; have taken Account Schedule Basics or equivalent prior experience with account schedules
Account Schedules and Analysis Views – full day course, 8:00am to 5:00pm, (10/21)
Microsoft Dynamics NAV account schedules can be a powerful tool used to create custom financial statements and analysis reports directly from your general ledger. Attend this all day training session to get a firm foundation on the basic principles of account schedule construction and learn how to build all of your essential financial statements. Using hands-on exercises, you will have an opportunity to stretch beyond the basics and discover how to build multiple row and column layouts, how to create dynamic reports using dimensions, how to incorporate budgets into your schedules, and how to leverage the power of integration to Excel to make your reports even more flexible. Additional time will also be spent on analysis reports and analysis by dimensions.
Microsoft Dynamics NAV version: This class will be taught in NAV 2013, and backward compatible with NAV 2009 RTC. If you are using NAV 2009 Classic, you will benefit from the class as the concepts and approaches are the same, however the navigation and user interface is different. These differences will be addressed during class.
Learning Objectives:
• Build essential financial statements, including an income statement and balance sheet
• Understand construction of row setups and column layouts
• Use filters, formulas, and formatting
• Integrate account schedules to Excel
• Incorporate dimensions and budgets to account schedules
• Extend principles to use of analysis reports and analysis by dimensions
Instructor: Kerry Rosvold, Augsburg Fortress Publishers
Audience: Finance
Level: Intermediate
Prerequisites: Intermediate to advanced level of experience as a NAV financials end user
NAV users just “get” it
Posted: July 1, 2013 Filed under: Uncategorized | Tags: collaborate, community, learning, NAVUG, networking, training, user group Leave a comment
Don’t you love it when you’re talking to someone about something and you can immediately tell they “get” what you’re talking about? There’s that magical click in your conversation when you can both relax into the discussion and really geek out about the topic. That topic might be baseball, or marathon running, or gardening, or maybe even Microsoft Dynamics NAV.
If you ever wished there was someone out there who would really like to talk about inventory costing, or C/AL coding, or dimensions or other things, the NAV user group (NAVUG) is the place where you can find those people.
This amazing group of people have formed one big network of NAV users who are eager to connect with you, welcome you to the community, and help you solve business problems for your company.
There are a wealth of opportunities to connect with the members of NAVUG. There is not only the annual user conference, NAVUG Forum, held in October each year, but also many chances to engage with other users in webinars throughout the year, and now, last week, we’ve seen the launch of Collaborate. This online tool was built to give NAV users a virtual environment where we can gather regularly to have those kind of discussions and to keep up with all the things that are going within the community.
If you’ve been looking for more people who just “get” it, you’re here. Check out the new Collaborate site and get into a discussion today!
These folks are ready for NAVUG Forum. Are you?
Posted: June 11, 2013 Filed under: Uncategorized | Tags: Forum, learning, NAVUG, Tampa, user group Leave a comment
I’ve been watching what people have been posting on social media about the upcoming NAVUG Forum conference held in Tampa this October, and it’s starting to get pretty exciting as plans are revealed about what’s being offered. Here are just a few:
From a press release issued by ArcherPoint on June 6th:
ArcherPoint, LLC, a Microsoft Dynamics ERP Gold Partner specializing in Microsoft Dynamics NAV solutions and upgrades, today announced that CEO Greg Kaupp and other key members of the ArcherPoint team will present at NAVUG Forum 2013 in Tampa, FL, October 21-24, 2013.
“We couldn’t be more excited about the 6th annual NAVUG Forum. Our largest planning team to date has already identified close to 100 dynamite sessions across 12 tracks,” said Mark Rhodes, NAVUG Interim Program Director. “I believe there is something for everyone this year, with a jam-packed schedule and 11 pre-conference training classes. With 400 fellow NAV users, it’s going to be a fantastic opportunity to learn, network, and share.”
NAV has a long track record for attracting international companies and we are excited about the program we’re putting together and the fantastic support we are receiving from the NAVUG committee as well as from the interest groups related to international activities. We have literally received input from all over the world. We are setting the bar high and we want to make this the best NAVUG Forum ever.
Take a look at the full schedule of sessions recently published on the NAVUG Forum site! New to NAV, Tips and Tricks, Warehousing and Distribution, and Service Management are four new never before offered tracks this year. Perennial favorites like Finance, BI and Reporting, Manufacturing and Supply Chain, and IT and Developers are looking good with foundational offerings as well as fresh new material including quite a few customer showcases. NAVUG continues to highlight the newly established Global track and the agenda is nicely rounded out with offerings in Business Leadership and an entire day of pre-conference optional training to help you maximize your learning at the conference.
I can see over 100 possibilities for learning at this quick three-day conference; plenty of ways to increase your knowledge about the ERP system you use every day at your company. If you need a few more reasons, check out this article from the Microsoft Dynamics Community. Early bird pricing allows you to save $200 if you register before June 30th.
See you in Tampa! I’m ready, are you?
Learning about NAV2013: Videos on the chart generator
Posted: May 29, 2013 Filed under: Uncategorized | Tags: chart generator, learning, NAV 2013, NAVUG Leave a comment
As a NAV super user at my company, I’m constantly learning new things about NAV and bringing that information back to my coworkers. Even after using NAV for quite a few years, I sure don’t know everything, and there is always some new thing to discover by attending NAVUG webinars, browsing blogs on the web, or just watching over someone’s shoulder as they do a task.
I’m focusing on learning about NAV2013 this year so I can be prepared for the next step in the NAV upgrade progression for my company. One of the things I’m really curious about is how to generate those nifty looking charts in NAV2013.
I found some great videos out there on YouTube done by Rick Baxter of Cost Control Software. Take a look!
How to use Dynamics NAV 2013 Chart Generator #1
How to use Dynamics NAV 2013 Chart Generator #2
How to use Dynamics NAV 2013 Query Tool
Learning about NAV2013: CustomerSource guide to resources
Posted: May 7, 2013 Filed under: Uncategorized | Tags: CustomerSource, Dynamics, learning, manuals, Microsoft, NAV 2013, training 1 Comment
If 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
Learning about NAV2013: New videos available from technology management
Posted: April 15, 2013 Filed under: Uncategorized | Tags: learning, NAV 2013, tips and tricks, training Leave a commentThere is a new series of NAV2013 YouTube videos available on a wide variety of topics, many of them in the financial area. I’ve previewed four of them today. They’re a nice overview of NAV2013 features, and are a great way to get a preview of what the new version looks like. The series is called, “Dynamics Ignite: Business Made Easy” and the company who produced them is technology management. Find their YouTube channel here, or go to individual topics listed below.
Purchase Order Processing in Microsoft Dynamics NAV 2013
Budgets in Microsoft Dynamics NAV 2013
Sales and Purchase Pricing in Microsoft Dynamics NAV 2013
Accounts Payable in Microsoft Dynamics NAV 2013
Assembly Management in Microsoft Dynamics NAV 2013
Sales Order Processing in Microsoft Dynamics NAV 2013
Accounts Receivables in Microsoft Dynamics NAV 2013
Look and Feel of Microsoft Dynamics NAV 2013
General / Nominal Ledger in Microsoft Dynamics NAV 2013
Cash Flow Forecasting Microsoft Dynamics NAV 2013
Blogiversary Top 20 (#14) Video Demo: How to export NAV account schedules to Microsoft Excel
Posted: April 10, 2013 Filed under: Uncategorized | Tags: Account Schedules, dimensions, Excel, export to excel, financial statement, learning, NAV, NAVUG, NAVUG Academy, training 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!
There are some quick and easy ways to publish NAV Account Schedules to Microsoft Excel but some of them end up with some pretty ugly formatting unless you know a few secrets on how to make them look better. This short demo video shows you how to create a nicely formatted NAV Account Schedule in Microsoft Excel that only requires formatting the first time you set it up. Each time you replicate the report after that, you can simply update the report with new numbers and the formatting will remain the same every time.
While this demo shows how to create a financial report with three monthly tabs, you can easily extend this technique in a couple of different ways. I use this same technique to produce my monthly financial statement package. I have eighteen pages in the package I produce each month, and each page is a different account schedule. When I start a new month, I copy the Excel workbook and rename it with the new month, then use exactly this same technique to produce the new month’s reports. By using this technique, the new copied workbook acts as a “shell” to receive my new numbers. From month to month, I am able to maintain consistent formatting in my reporting while producing my financial reports in the most efficient way possible. I can apply the same principles to my monthly team budget reports. In this case, I can produce the same actual versus budget report over and over with a new dimension filter applied for each team, one per each Excel worksheet in the workbook.
If you’d like to learn more about account schedules, please visit my 2013 Classes page. This short video demo comes from my Account Schedules Basics class which I teach through NAVUG Academy. This class offering is just one of many classes that are being offered by NAVUG Academy in 2013 to help you get more out of your use of NAV at your company.
Dynamics NAV Financials 