BMI Microsoft Dynamics NAV Blog

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

Training For Your Navision / Dynamics NAV Business Software

Posted by Karen Lengel on Jan 15, 2014 8:31:00 PM

It’s early in the New Year, and a great time to evaluate your business software internal training plans. 

Has it been over a year since you have implemented your Microsoft Dynamics NAV / Navision solution? If so, some of your staff would benefit from a refresher, or a “Question and Answer” session. What about re-assignments of your resources? You may have personnel who were originally trained in one area, but have since added another responsibility to their plate.  Are you sure they have a full understanding of how to use the Software?

Here are some things to consider:

1. New hires who are trained solely by other users may be missing some important points that would be covered by a professional MS Dynamics NAV consultant.  Ideally, this training is done with an internal manager alongside who can address any policy questions that arise while a MS Dynamics NAV consultant will ensure that all aspects of the functionality are fully explored.

2. Existing personnel who have taken on additional responsibilities or who have changed roles often self-train and would benefit from formal training.  Do you know what they may be missing?

3. Devoting some time during the year for training will allow certain questions to be raised that might otherwise remain unmentioned (and therefore unresolved).  Giving your MS Dynamics NAV users a forum to ask their questions is a great way to start the year!

Contact your BMI Project Manager to make a plan that works for you and get the most out of your business software.

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