Author Archives: Tomas

How to Create Additional No. Series For the Same Document?

Posted on January 10, 2012 by Tomas

Just a few days ago, I have written How to Create No. Series in Dynamics NAV, and today I got one more question about No. Series. How to create an use additional No. Series for the same document type? For … Continue reading →

Posted in Dynamics NAV / Navision, functionality | Tagged , , , , | Leave a comment

Application Method Field on Customer Card, Payments Tab

Posted on January 9, 2012 by Tomas

Recently, I have been asked what is the use of Application Method field on Customer card, on Payments tab? Without looking at the field, my initial response was Huh? (I have never used this field before). I quickly jumped into … Continue reading →

Posted in Dynamics NAV / Navision, functionality | Tagged , , , , | Leave a comment

Functions > Reverse Transaction… on Customer Ledger Entries Form in Dynamics NAV

Posted on January 8, 2012 by Tomas

Have you ever noticed a function called Reverse Transaction… on Customer Ledger Entries form? Have you ever needed to use it? Do you know when you can use it? Functions > Reverse Transaction… is part of default Dynamics NAV functionality, however … Continue reading →

Posted in Dynamics NAV / Navision, functionality | Tagged , , , | Leave a comment

How to Copy a General Posting Setup Line

Posted on January 6, 2012 by Tomas

It’s not something that you do everyday, however, once in a while, you do need to create a new General Posting Setup Line. Usually, I see people going into Financial Management > Setup > Posting Groups > Posting Setup, creating … Continue reading →

Posted in Dynamics NAV / Navision, functionality | Tagged , , , | Leave a comment

How to Manually Create New No. Series in Dynamics NAV

Posted on January 5, 2012 by Tomas

No. Series is used in Dynamics NAV to set up all the number series that you will use in your company for various records (like Item, Customer, Vendor, etc.), various documents (like quotes, orders, invoices, etc.), and journals (templates, batches, lines). … Continue reading →

Posted in Dynamics NAV / Navision, functionality | Tagged , , | Leave a comment

How to Import Setup Questionnaire Answers to a New Company in Dynamics NAV

Posted on January 4, 2012 by Tomas

Once you have created Setup Questionnaire in Dynamics NAV (and exported questions to Excel file),  you can send these questions to your customer. Customer will need to answer these questions and then the file will become the foundation for your initial … Continue reading →

Posted in Dynamics NAV / Navision, functionality | Tagged , , , | Leave a comment