Tag Archives: Financial Management

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 … 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 … Continue reading

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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). I quickly jumped into … Continue reading

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Cost is Adjusted Field in Item Table

Cost is Adjusted field contains a check mark if the item’s unit cost has been adusted, either automatically or manually. By saying “automatically“, I actually refer to Warehouse > Setup > Inventory Setup, fields “Automatic Cost Posting” and “Automatic Cost … Continue reading

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Check G/L Account Usage Field The General Ledger Setup Table

There are a few places in Dynamics NAV, where you set them up once, and then forget. Unless, ¬†you do a new installation, you don’t really need to go through these setup fields again. One, of these fields is Check … Continue reading

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What is the functionality behind On Hold field in Vendor Ledger Entry Table?

Once in a while, you get a question about default Dynamics NAV functionality, and you think you know the answer… What is the functionality behind “On Hold” field in Vendor Ledger Entries? Sounds easy… You use this field to block … Continue reading

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Automatic Cost Posting Field in Inventory Setup Table

What is “Automatic Cost Posting” field in Warehouse > Setup > Inventory Setup used for? What is the difference between having the “Automatic Cost Posting” field value set to “Yes” and “No“? According to Dynamics NAV help files: A check … Continue reading

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