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One of the important topics while implementing a new #Microsoft #Dynamics #NAV Project (that sometimes neglected by the implementer and the customer as well ) is the Serial Number configuration especially that these numbers will affect from several sides the user experience on the new ERP implemented like the time needed for data entry(Guess the difference between entering 10 digits for 100 records per day or 5 digits for these same 100 records ), Reports width size, Field size on the screen, the database size, number recognition and remembering by the user.
Based on my experience and based on the #best #practices of #Microsoft #Dynamics #NAV, I do see important for example to have the numbering 'C0001' for the customer serial Number because of the following
- Reduce number of digits to 5 only
- Starting with C will help user when looking into G/L entries to know directly customer entries and will also help him to filter transactions 'C*' when looking into G/L entries with source Type 'Customer'
- Sequential part of the serial number will help the system to generate the number automatically
- Avoid adding other characters like 'VIP' or 'WS' for whole sales customers because the customer might change of type or level during his business with the company and the number will not be valid anymore
- Business Central Specific Cost. About Specific Cost (general) The costing method determines if an actual or a budgeted value is capitalized and used in the cost calculation. Together with the posting date and sequence, the costing method also influences how the cost flow is record.
- Dynamics 365 is a SaaS (cloud-only) service that comes with a selection of apps. Dynamics 365 for Financials is an app in the Dynamics 365, Business edition. It is similar to Dynamics NAV but currently, not all functionality available for Dynamics NAV is available in Dynamics 365 for Financials.
The above also applied to the numbering for Vendors in #Microsoft #Dynamics #NAV. https://el69be.diarynote.jp/202012110402049239/.
This is the first part of a series of blog posts about the subcontracting functionality in Microsoft Dynamics NAV. It describes how to setup and use the basic functionality, which is something that is very common to use for manufacturers (3 out of 4 places I go to uses some kind of subcontractors to perform operations that they can’t or don’t want to do in-house). As every techie guy knows, another version of Microsoft ERP system Microsoft Dynamics NAV 2018 has been released in Dec 2017. NAV is a complete enterprise resource planning (ERP) software solution for companies – it is easy to configure and simple to use with an intuitive UI.
I see interesting to share with you today (as I'm configuring the serial number of my new Dynamics NAV Implementation project started this week) my 5 tips for serial numbering configuration :
- Avoid putting character(s) for something that might change in the near future like customer type
- Put 1 or 2 characters when needed like 'C- for customers' and 'V-for vendors' and 'F- for Fixed Assets' which might help in search and filter.
- Always use sequential number when possible and try to have it limited as much as possible in order to reduce the data entry time, space needed on report and database size as well. Always answer the question how many records I might have maximum possible in 5 years from now? can it exceed 999 or 9999 or 99999? so you can define if the sequential number will
- When the number might be huge try to add 2 digits for the year in the beginning so you can reduce the number of digits needed. Example YYXXXX this will help you to have up to 9999 number per year : so in 2016 your number will start by 160001 and can end it to maximum 169999.
- Avoid using special characters like '- / * & ' cause these might have a problem when exporting and importing data and some functions, equations and sometimes filters.
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I hope the above will help you in configuring the serial numbers when implementing your next Microsoft Dynamics NAV or any other ERP.
It will be my pleasure reading your comments and your suggestions related to this topic which will help readers to gain more from your experiences.
P.S. - Thanks for reading my article! Assassins creed rogue mac download. I have the privilege of being the co-founder of Scroll Up, an Independent ERP & CRM consultant, Public Speaker and Business advisor Besides writing for LinkedIn. I invite you to CLICK BELOW on some of my most popular articles:
As every techie guy knows, another version of Microsoft ERP system Microsoft Dynamics NAV 2018 has been released in Dec 2017. NAV is a complete enterprise resource planning (ERP) software solution for companies – it is easy to configure and simple to use with an intuitive UI. It has come with a lot of new features – easy to start and guide, inculcating latest innovation in product development & design. Its continuous improvement in the product has added value to businesses worldwide.
New Features of NAV 2018:
- Update in its integration capabilities with Dynamics 365 for sales
- New tools added in power BI
- Image Analyzer
- Edit of job-related posted invoices
- Changing the global dimension catalog
- User Task
- Modern Development Environment
Microsoft Dynamics NAV 2018 Installation:
Before we install NAV 2018 we keep in mind that without its pre-requisites NAV doesn’t install successfully. So, we make sure that we have fulfilled its all pre-requisites.
System Requirements:
Windows 8.1 Professional, Enterprise,
Windows 10 Pro, Enterprise, Education,
Win 12,16 Standard, Essential,
With 20 GB of HDD and 2GB of RAM.
SQL Server Requirements:
Microsoft SQL server 2014,2016,2017 Express, Standard, Enterprise Edition,
SQL server Management Studio (SSMS),
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We need to download the setup file from Microsoft Dynamics NAV with a valid license. Download google translate mac. Please download Microsoft Dynamics NAV 2018 full .exe setup!
1. After downloading the file, Extract it from Zip.
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Open the Setup file and right click on the setup file and execute it as an administrator.
2. In the installation screen, select Next to start and accept the agreement to initiate the installation.
3. Next, it will ask you to choose the installation type-
There are two options -Install demo OR choose an installation option.
It’s always good to choose the installation option for easy customization as per the requirements.
If we select Choose installation option, the three main applications will be installed; also, we can install custom as per our requirements.
For our case, we will install NAV Client, Server and Developer (RDP)
NB: During our NAV installation it is mandatory to install SQL Database server for the store and access NAV database instance. For more information, you can check the SQL server installation guide.
For development purpose, it will be great to install SQL server 2014 Express.
4. Choose an installation option for customized as per our requirements.
Here, we have selected below the tree and their subtree as per our requirements.
- Client
- Modern Development Environment
- Administrative tool
- Server
- webserver
5. We need to identify the SQL server address and its instance. Then we proceed for the final installation.
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NB: Microsoft SQL server Native Client 2012 must be installed in the system for making communication with SQL server.
6. Fill the bellow filled very concernedly and proceed for the final step.
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7. If everything goes as planned, the installation will be completed on time and it will show that Microsoft Dynamics NAV 2018 has been successfully installed along with its component.
Now, you can easily integrate your Microsoft Dynamics NAV ERP with Ecommerce store, Marketplace and CRM to automate the business process!
You may also like:
Evolution of Microsoft Dynamics NAV – An Infographic
Functionality Improvements in NAV 2017
How to Seamlessly Integrate Dynamics NAV 2017 with Outlook Mac for vmware player.
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