BMI Microsoft Dynamics NAV Blog

Top Reasons To Purchase Microsoft Dynamics NAV

Posted by Craig Greitzer on Apr 7, 2014 5:17:00 PM

A business solution from Microsoft and BMI—It’s more than just ERP

You’ve worked hard to build your small or midsize business, and when it comes to the
technology that helps you run it, there’s no reason to compromise. Whether you are outgrowing entry-level accounting software, rubber-banding a legacy solution, or simply tired of paying annual maintenance fees to a vendor that provides little to no value for your money—now is the time to take the next step and give your people the tools to propel your business forward.

If you’re on a journey to find the solution that is the best fit for your company, you will likely encounter multiple vendors to consider along the way. So, for the next severral weeks, we will be posting a series of blogs that cover why you should consider a business solution from Microsoft and BMI as your top choice.

Top Reasons to Purchase a Business Solution from Microsoft and BMI: 

  • Helps You Work Better, Faster and Smarter    
  • Looks Forward, Not Backward   
  • Gets You Up and Running Quickly
  • Provides a Flexible Deployment Model    
  • Works the Way You Do   
  • Transforms the Way You Work and Connect   
  • Drives and Supports Your Business Growth   
  • Reduces Your Risk and Propels Your Business

It’s More Than Just ERP

As you go through the process of evaluating technology vendors and solutions, you’ll probably find a long list of options, many of which can help you balance your books, manage your inventory, create a budget— all the things you’d expect a software package to do. As you
evaluate these options, it might be hard to tell the difference between many of them, but it will soon become clear that a business solution from Microsoft is more than just ERP.

That’s because the Microsoft vision for business applications goes beyond what a simple stand-alone ERP solution can do. The vision starts with a unique combination of business intelligence, collaboration, and communication tools embedded across your business processes. That combination creates a proactive, productive workforce, and it provides your business with a solution that connects your people and your company. This connected experience also blurs the lines between personal and professional applications, helping to transform the way you and
your people work. The results: a greater level of control over your business, increased profitability, higher employee and customer satisfaction, and new opportunities to grow your business. 

Take the Next Steps to Learn More

Visit us at www.bmiusa.com or call 888-580-8382 to learn more about Microsoft Dynamics NAV ERP for small and midsize businesses, chat with a BMI representative, take a product test drive, or view our on-line library of video demos and video testimonials.Navision

Topics: Navision, Dynamics NAV, Microsoft, Dynamics NAV 2013, Microsoft Dynamics NAV

Signs You Have Outgrown Quickbooks #1

Posted by Craig Greitzer on Apr 4, 2014 12:51:00 PM

In this blog series, we will address some of those common pains that will help you identify whether it’s time for a change.

QuickBooks is a great entry-level accounting solution, one that you’ve most likely had a good experience with. As your business grows, however, QuickBooks may not be able to keep up. 
There are telltale signs you've hit your limits with your current systems and when those signs start to show up, it’s likely your future growth is at risk. Growth means change and not many of us are keen on change, especially when it comes to changing your business software. But if your business success is at risk, then it’s extremely important to make a move before it’s too late.

Growing Pain #1:  Creating Multiple Workarounds

As your business grows, your financial data becomes more complex, your supply chain isn’t the fine-tuned machine it used to be, and setting up workarounds begins to feel like a full-time job.  When you find yourself using so many creative workarounds that managing your businesses seems more challenging and time consuming than it should be, it may be time to step up to a business management solution that is ready for the next stage of your growth. Comprehensive doesn’t have to mean complex.

Microsoft Dynamics NAV, formerly Navision, is a complete, yet easy to use solution to help manage your entire business from financials, people, supply chain and customer relationship management, and it provides powerful business intelligence right from the start so that workarounds can become a thing of the past. The important thing to remember is that your ERP software should work for you instead of make you work harder.

As a Microsoft Dynamics partner, BMI has helped many businesses that have outgrown their entry-level accounting software using the power of Microsoft Dynamics NAV / Navision to support the next phase of their business.

Join us next week when we explore the growing pain: Limited Financial Insight.

 Dynamics NAV2013

Topics: Navision, Dynamics NAV, Microsoft, Quickbooks

Navision / Dynamics NAV - Cannot View Data In Balance by Dimension

Posted by Amy Valenzano on Mar 19, 2014 12:00:00 PM

I've had a few support calls from clients where their Navision executables have just been upgraded and now the Balance by Dimension form does not show any data.  The entire form is uneditable. 

This is a fairly common issue when the Navision executables are upgraded to NAV 2009 or higher. 

The code in form 408-G/L Balance by Dimension needs to be modified to the following (bold is the fix)

DimCodeToOption(DimCode :
Code[20]) : Integer

CASE DimCode OF

  '' :

    EXIT(-1);

  UPPERCASE(GLAcc.TABLECAPTION) :

    EXIT(0);

  UPPERCASE(Text001) :

    EXIT(1);

  UPPERCASE(BusUnit.TABLECAPTION) :

    EXIT(2);

  UPPERCASE(GLSetup."Global Dimension 1 Code") :

    EXIT(3);

  UPPERCASE(GLSetup."Global Dimension 2 Code") :

    EXIT(4);

  ELSE

    EXIT(-1);

END;

Topics: Navision, Dynamics NAV, Microsoft, MS Dynamics, Dynamics NAV 2013, Microsoft Dynamics NAV

Microsoft Convergence 2014 / Dynamics NAV

Posted by Craig Greitzer on Mar 6, 2014 12:45:00 PM

Very exciting Convergence conference featuring Microsoft Dynamics products. Over 12,000 people in attendance made up of Customers, Partners and Prospects. There were keynote speeches from Arianna Huffington (Owner/Editor-in-Chief Huffington Post), Biz Stone (Co-Founder Twitter) and Kirill Tartarinov (Executive VP Microsoft Business Solutions). They focused on doing business in a more digitally connected world. I thought Arianna was the best speaker, smart and funny. The big announcement was that Dynamics NAV / Navision has passed 100,000 implementations. Not many ERP packages can make that claim. Lots of focus and deep dives on NAV 2013 and the interaction with Excel and Office 365. All in all, great show with lots of happy and tired attendees. Tonight, they are closing the show with a concert from the group FUN at Philips Arena.

Topics: Navision, Dynamics NAV, MS Dynamics, Microsoft Dynamics NAV, Convergence

Dynamics NAV / Navision / MS Dynamics Data Entry Tips

Posted by Amy Valenzano on Mar 4, 2014 5:44:00 PM

Data entry can be time consuming work.  Navision allows some shortcut data entry keys that can speed up the data entry process.    

       Date Entry

  • type t to enter today's date in a date field.
  • type mon (or equivalent) to populate the date field with the day of the week
  • type y to enter the date range of the year when entering a date filter
  • set the Work Date in Nav by clicking Tools, Work Date and entering the date you wish to use.  Now siply enter w to populate the date field with that date.

       Other shortcut keys

  • F8 will copy the data into one cell with the data in the cell above
  • Crtl+F8 will open the Zoom window and show each field in that table and the value for the record you are working on
  • Shift+F8 will open the Sort window which will allow you to resort the data you are working on
  • Ctrl + W allows you to automatically send the data you are viewing on the Navision screen to Microsoft Word
  • Ctrl + E allows you to automatically send the data you are viewing on the Navision screen to Microsoft Excel

Topics: Navision, Dynamics NAV, Microsoft, Navision Training, Microsoft Dynamics NAV, NAV Training, Microsoft Dynamics Training

Implementing Microsoft Dynamics NAV / Navision ERP Software

Posted by Eggert Olafsson on Feb 17, 2014 12:35:00 PM

Implementing a new Microsoft Dynamics NAV / Navision ERP system can be a daunting and overwhelming task that involves your entire organization.  ERP implementation projects typically change business processes, roles and responsibilities for managers and employees alike so it is vital to not only select the right software package but also the right partner and implementation process.  BMI has, over the years, developed “best practices” for Dynamics NAV / Navision ERP software implementations in concert with the Microsoft “Sure Step” implementation methodology process.

This methodology can be used and adapted to all types and sizes of projects, from simple add-ons to full ERP implementations to custom development projects. The core concept is to analyze and define the scope of the project in advance using standard tools through process steps and phases so that the implementation will meet the expected outcome and minimize the strain of the organization during the process.

A key element in this process is good communication and participation from all parties involved. Let’s take a closer look:

 

 Sure Step resized 600

Every project is the result of some type of a need. This could be driven by expanding business requirements, new technology opportunities, etc. This calls for an initial diagnosis of the tasks at hand.

In the Diagnostic Phase, BMI works with the client to define the initial scope of the project. BMI will provide information regarding the proposed software capabilities, analyze the fit to the organizational requirements and propose any special solutions that would serve the client’s future goals and address the core issues driving the changes. This Phase is highly conceptual and should give the client an understanding of its options and possible solutions so they will be comfortable making a decision to move forward with the project. In the toolbox, in this phase, we find documents like the Gap-Fit Analysis, High Level Project Plan, Budget Estimate, Statement of Work and more.

Upon formal agreement to implement the Dynamics NAV / Navision solution, BMI and the client will move to the next phase of implementation, the Analysis Phase. This phase’s purpose is to outline, in detail, the functional business requirements. This is both about how to set up the application and to scope out any custom programming that would be required to meet the expected outcome for the project. A key element in this phase is participation and involvement, from all parties affected by the solution, through meetings and training sessions. This phase will include using tools like the Functional Requirements Document, Data Migration Requirements, Infrastructure Design and more.

The Design Phase is often combined with the Analysis Phase if the analysis does not uncover any advanced development or data migration requirements that need special consideration beyond what can be accomplished in the Analysis Phase. If so, the solutions to the requirements will be specified in the requirements documents.

The next two phases, Development Phase and Deployment Phase go hand in hand. Here BMI and the client will work together setting up and testing the application. Custom modifications can be tested as they are implemented and moved into the test environment. In this phase, it is very important to use scope management tools from the toolbox. These are tools like Test Scripts, Change Control, Check List, Cut-Over Plan and Task Lists. We will also have frequent status meetings to make sure that schedule and budget goals are being managed and met. When the client has accepted the solution through a UAT (User Acceptance Testing), the implementation can move forward to its final deployment step, the Go-Live.

If the “Sure Step” methodology has been followed, the Go-Live should not present any major challenges. There are tasks that will need to be accomplished, changing business processes and new software to get used to, but when the methodology is being followed and everyone involved is prepared for the cut-over to the new system, uncertainties are eliminated. This is the reason why choosing the right partner and methodology is so important to the success of every implementation.

Finally there is the Operation Phase. BMI will not just walk away after the Go-Live.  We will be your business partner and continue to support your organization and your new Dynamics NAV / Navision ERP system. Going forward, you may have new business requirements that have to be met, additional training and support needs and ongoing system maintenance to deal with. BMI will be with you every step of the way.

Topics: Navision, Dynamics NAV, Dynamics NAV 2013, Sure-Step Methodology, Microsoft Implementation Methodology

Opening Microsoft Dynamics NAV / Navision Reports in Excel

Posted by Amy Valenzano on Feb 6, 2014 5:12:00 PM

 

Navision

Many times I have wished there was an option to print a Dynamics NAV / Navision report to Excel but there are only a select few reports that come out of the box with this capability.  I have, in the past, saved the report as HTML then opened that in Excel.  This does work, to some extent, but often requires quite a bit of time consuming re-formatting and clean up. 

I’m excited to say that we have become aware of a better option to pull a Dynamics NAV / Navision report into Excel.  Save the report out of Navision as an HTML file and then open that in Excel as previously stated.  From this point, save this file as a .csv (comma delimited) file.  Open the newly saved .csv file in Excel and you will get the data in a much more manageable format with a lot less cleanup and re-formatting required.

Give this a try and let us know how you make out.

 

Topics: distribution software, Navision, Dynamics NAV, Microsoft, Dynamics NAV 2013, Navision Training, Microsoft Dynamics NAV, NAV Training, Microsoft Dynamics Training

Microsoft Dynamics NAV / Navision "Out-Of-Balance" AP Check Error

Posted by Amy Valenzano on Jan 30, 2014 10:31:00 AM

I have come across a few different situations where a user has printed computer checks out of Navision where the check printed fine, but when the user goes to post the payment journal an “out of balance” message appears and the journal cannot be posted.  

Here is an example of a Payment Journal where the checks have been printed correctly and the Total Balance is zero.

Payment Journal view after checks have printed correctly.


When going to post this error message appears.

"Out of Balance" error posting Payment Journal
 

The reason for the error is because the data is not listed in order of Vendor No so
that when Navision goes through the posting process the balancing credit amount
line is not directly after the debit lines.  To resolve this error without voiding the checks and rearranging the data, you can simply re-sort the journal by changing the sort option from the
default “Journal Template Name,Journal Batch Name,Line No.” key to the “Journal Template Name,Journal Batch Name,Posting Date,Document No.”

Topics: Navision, Dynamics NAV, Microsoft, Microsoft Dynamics NAV 2013, Dynamics NAV 2013, Navision Training, Microsoft Dynamics NAV, NAV Training, Microsoft Dynamics Training

Fiscal Year-End Closing Process for Microsoft Dynamics NAV / Navision

Posted by Amy Valenzano on Jan 13, 2014 4:46:00 PM

Now that it’s the beginning of a new year, Business Management International (BMI) will receive many support calls requesting assistance on the process of closing the year-end.  This is not a difficult process, but because it’s only performed once a year it’s easy to forget.

Before running the fiscal year-end closing process you will want to tie out your G/L to various sub-ledger reports within Navision.  Below is a suggested list of functions to perform.

  • Ensure all Purchase/Sales Order receipts/shipments have been posted                       

  • Ensure all Purchase/Sales Invoices related have been posted            

  • Run Periodic Activity | Adjust Cost-Item Entries                                      

  • Run Periodic Activity | Post Inventory Cost to G/L                                  

  • Run Inventory to G/L Reconcile Report (inventory invoice accruals)               

  • Reconcile Inventory to G/L and calculate Accrual Entries                     

  • Calculate Depreciation for Fixed Assets

  • Run AP to GL Reconcile Report (non-inventory accruals)

  • Enter all Cash Receipts                                         

  • Run Aged Accounts Payables and Aged Accounts Receivables           

  • Reconcile Aged A/P and Aged A/R to General Ledger            

  • Perform a Bank Reconciliation                                                                                         

  • Enter any Accrual, Reversing, Recurring General Journals (such as: Depreciation, Payroll, Accrued A/P and A/R)

  • Run Financial Account Schedules                       

Once these items have been performed and your end of the year numbers tie out you are ready to process the year end closing.

Closing Accounting Periods:

When the fiscal year is over, you must close the periods.  Once closed, you cannot open or change the periods.

  • Select Financial Management, General Ledger, Periodic Activities, Fiscal
    Year, Accounting Periods

  • Click Close Year

You will then get a message to confirm what periods you are closing

Close Accounting Periods

  • Click YES to close the year

You will notice that a check has been placed in the Closed and Date Locked fields of the Account Periods window.

Close Income Statement Accounts

  • Select Financial Management, General Ledger, Periodic Activities, Fiscal Year, Close Income Statement

 Close Income Statement

  • Fill in the appropriate information then click OK.  This function will calculate the balance at the end of the year for all Income Statement G/L Accounts and create a journal entry in the Template and Batch you specified.  You will then need to go to the journal and post the closing entries.

Topics: distribution software, Navision, Dynamics NAV, Microsoft, Microsoft Dynamics NAV 2013, Dynamics NAV 2013

Smooth Dynamics NAV Software Conversions Aided By MS Excel

Posted by Karen Lengel on Oct 3, 2012 5:20:00 PM

In my experience with many companies during a major Dynamics NAV software implementation, “Going Live” appears to be very similar to running a marathon. In recent years, books have been published giving runners a guideline for preparation - starting with the basics and eventually achieving a level of fitness suitable for race day. Ultimately, the degree of “smoothness” of a Dynamics NAV software conversion and the final successful result is highly dependent on the “fitness level” of the key users as the go-live approaches. In both cases – running a marathon and completing a Dynamics NAV ERP implementation – the level of preparation directly affects the outcome!

One key area that is often excluded from preparation when converting to Microsoft Dynamics NAV  is the general education in standard MS Office software – in particular Excel. There are so many aspects of the project where Excel is used that a company must investigate the many low-cost and even free sources of Excel training as a requirement for key users. Continuing education classes offered at facilities easily accessible to the users are a possibility, or make use of materials found on-line. Years ago, I invested in a small MS Office training video library that was made available to the users in our office, and it was a worthwhile investment. Given the use of Excel in data migration, reporting and even testing activities during a project, it has become critical for end-users to have a solid working knowledge of Excel, and it is even necessary to have at least one user with advanced capabilities.

Implementing Dynamics NAV software in your distribution business will be greatly aided by having users that are conversant with Excel.

Topics: distribution software, Navision, Dynamics NAV, Microsoft