Zoom Function in Dynamics NAV 2013

About This Page
How many times have you used function Tools > Zoom? If you have, obviously, you know the keyboard shortcut for that – CTRL+F8, and you use it daily (or at least I do!).

I was watching Dynamics NAV 2013 training “Microsoft Dynamics NAV 2013 Finance New Features – Dimensions” today, and quite a few times Alessandro said “to Zoom in” click… CTRL+ALT+F1.

After a few times trying this keyboard shortcut, I would say, it is better – you can manage this combination with one hand, when for older one you needed two. However, it might be confusing for new Dynamics NAV users to understand “Zoom In” function – as it is no longer called that.

In Dynamics NAV 2013, it’s called “About This Page”. So, whenever, someone will tell you to Zoom In to page details, remember, to either go to Dynamics NAV > Help > About This Page, or CTRL+ALT+F1.

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Error when exporting budget to Excel – The call to member Add failed. Microsoft Office Excel returned the following message: That name is not valid.

Sometimes you get a question, which seems so easy, that you know the answer instantly. You need to follow simple steps and the issue will be resolved. However, just to be sure (before giving the answer) you try the solution yourself, and you bang your head into another, totally different issue.

Today, I was trying to answer how to export budgets that have been filtered by dimension to excel (with a possibility to modify the budget in excel and import it back to Dynamics NAV). Hint: it is not enough to apply a filter on Dimension Filter field, in Filters tab, in the Budget form. You need to select “Column Dimensions” on Options tab, in “Functions > Export to Excel” report’s request form. But, I will write about this some other time.

Today, when explaining, how to export the budget with “Column Dimensions” defined, I have encountered the error message: The call to member Add failed. Microsoft Office Excel returned the following message: That name is not valid.
Error when exporting Budget to Excel - The call to member Add failed

Firstly, I have checked, where the error message originates:
Error when exporting Budget to Excel - Function CreateRange

Secondly, I had a look if this code has been changed in later versions (I was getting error message in Dynamics NAV 5 SP1). Strangely, the function CreateRange in Dynmics NAV 2009 was exactly the same, but I wasn’t getting the error message in newer version.

After further analysis and research, I’ve worked out that this seems to be a known-issue for Dynamics NAV 5 SP1 (lately, I haven encountered quite a few “known-issues”) – the problem occurs when exporting a dimension code that contains blank space (or special characters) to Excel 2003/2007. This, however, works fine when exporting from Dynamics NAV 2009.

So, a workaround (until you will get upgraded to a newer version) would be to follow these steps:

1. Click Financial Management.
2. Expand General Ledger, and then click Budgets.
3. In the Budgets dialog box, click Functions, and then click Export to Excel.
4. In the Export Budget to Excel dialog box, click the Options tab.
5. In the Column Dimensions field, click the ellipsis button (…).
6. In the Dimension Selection dialog box, make sure that the dimension codes in the Code column do not contain a blank space or special characters.
7. If the dimension codes contain a blank space or special characters, rename the dimension codes. For example, if a dimension code is named “My Name,” you can rename the dimension code to “MyName” or “My_Name.”

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Error: You do not have permission to read the 0 table.

There are quite a few error messages you can get when setting up Dynamics NAV security – database is invalid or cannot be access, you do not have permissions to read the table, etc, etc. And once you have seen them, next time you will know (more or less) possible solution for it. And I thought I have seen all of them by now. However, today, I’ve seen one more error, which I have seen before, but the cause of it was different! You do not have perission to read the 0 table (SUPER user was trying to create another SUPER user and received this error message).

You do not have permission to read the 0 table - Error

So, what could have caused this? Continue reading

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

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 example, let’s say, that you want to use one number series, for most of your customers:
No. Series Relation - First No. Series

But for, other customers (specifically, customers who own factories), you would like to use another set of number series:
No. Series Relation - Second No. Series

How would you achieve that? Well, (as in most cases with Dynamics NAV setups) this is quite easy.
1. Firstly, you need to create both number series.
2. Secondly, you need to define the first number series in setup (as per our example, that would be in Sales & Receivables Setup, Numbering tab, “Invoice Nos” field, select “CSI” No. Series).
3. Go to Administration > Application Setup > General > No. Series and find “CSI” No. Series. Click Line > Relationships.
No. Series Relation - Series Relationships

4. In the opened form, define second number series (as per our example, that would be FSI):
No. Series Relation - Define Relationship to Second No. Series

And that’s it! Now, when creating sales invoices, all you need to do (after clicking F3, or Edit > New), is to drill down into “No.” field:
No. Series Relation - New Sales Invoice

And you will be able to select one of the two number series: CSI or FSI:
No. Series Relation - Select Second No. Series

Result!
No. Series Relation - Sales Invoice With Different No. Series

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Application Method Field on Customer Card, Payments Tab

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).
Application Method Field in Customer Table

I quickly jumped into CRONUS UK database and filtered customer list setting Application Method <> Manual. The result – only 1 customer (20000 Selangorian Ltd). This would explain the reason, I’ve never seen this field – even in CRONUS there is only one example!

However, as always, Dynamics NAV help files can answer such straight-forward questions (no need to know everything, right?).

Application Method Field on Customer Card, Payments Tab
In Application Method field you can choose how the program will apply payments for this customer. To determine the application method, click the AssistButton in the field and select one of the two options:

  • Manual – If you select Manual, you must manually specify in the Apply Customer Entries window which sales document a payment applies to.
  • Apply to Oldest – If you select Apply to Oldest, the program will automatically apply the payment to the oldest of the customer’s open entries.

If you do not enter anything here, the application method will be Manual.

 

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

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 on Customer Ledger Entries

Functions > Reverse Transaction… is part of default Dynamics NAV functionality, however it cannot be used on all Customer Ledger Entries. There are a few prerequisites to use that function – Customer Ledger Entry, that we will be able to reverse:

  • must not be reversed already.
    If you are trying to reverse Customer Ledger Entry that has been reversed already (or that has been created because of using Function > Reverse Transaction, you will get error message – You cannot reverse Cust. Ledger Entry No. because the entry has already been involved in a reversal –
    You cannot reverse Cust. Ledger Entry No. because the entry has already been involved in a reversal
  • must not be applied (note: you can unapply entries though, prior to reversing them)
    If you are trying to reverse Customer Ledger Entry, that has been applied, you will get error message saying – You cannot reverse Cust. Ledger Entry No. because the entry is either applied to an entry or has been changed by a batch job – 
    You cannot reverse Cust Ledger Entry No because the entry is either applied to an entry or has been changed by a batch job
  • must be posted from a journal (that is, Journal Batch Name must be filled in).
    If you are trying to reverse Customer Ledger Entry that does not have Journal Batch Name filled in, you will get error message saying – You can only reverse entries that were posted from a journal – 
    You can only reverse entries that were posted from a journal

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Dimensions – Detail Report in Dynamics NAV

Default Dynamics NAV reports. You either hate them, or you love them. You either use them consistently, or you don’t even know they exist. So, let’s have a look at a one of default Dynamics NAV reports called Dimensions – Detail Report.

Financial Management > General Ledger > Reports > Dimensions – Detail
Dimensions - Detail Report

Dimension – Detail Report displays a detailed classification of how dimensions have been used on entries over a selected period. The entries shown in the report are linked to a particular analysis view. Therefore, only entries with dimensions or dimension combinations that are included in the analysis view you have selected will be included in the report.

The report can be used to investigate which activities use which dimensions, and how individual dimensions are combined with other dimensions on specific entries. For a less detailed analysis of dimensions, you should use the Dimensions – Total report.

You can define what is included in the report by filling in the fields on the Option tab as follows:

  • Analysis View Code: Here you can enter the code for the analysis view you want the report to be based on. To select among the analysis view codes you have set up in the Analysis View table, click the AssistButton in the right of the field.
  • Include Dimensions: Here you can enter the dimensions that you want to include in the report. You can only select dimensions included in the analysis view that you select in the Analysis View Code field. To see the dimensions that are available, click the AssistButton in the right of the field. To include dimensions, define Levels you would like to analyse:
    Dimensions - Detail Report - Define Dimension Levels
  • Date Filter: In this field, you can set a filter to filter entries by date. You can enter a particular date or a time interval.
  • Print Empty Lines: Place a check mark in the field if you do not want the report to include dimensions and dimension values that have a balance of zero.
  • Show Amounts in Add. Reporting Currency: Place a check mark in the field if you want the amounts on the report to be shown in the additional reporting currency.

By running same report (with different dimension levels selected), you might get different outputs:
Dimensions - Detail Report - Print Report

But, generally, Dimensions – Detail report should allow you to analyse how dimensions are being used for your general ledger postings.

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