Monday, August 17, 2015

How to find out who created/modified sales order/purchase order in Navision

question-686336_1280In standard Navision if you want to find out who created/modified a document i.e. sales order, purchase order, transfer order… you cannot unless you do have a customization or you have to enable a change log setup

 

In this blog I will discuss how to make the customization to achieve this, but if you want to know how to achieve this using change log setup please refer to the following links

http://www.archerpoint.com/blog/Posts/setting-change-logs-microsoft-dynamics-nav-2013
https://msdn.microsoft.com/en-us/library/hh169208%28v=nav.71%29.aspx?f=255&MSPPError=-2147217396

 

Please note if you are using change log to trace for insertion and modification, then don’t include all the fields in your change log setup include only some fields.

How to achieve with customization: You need to have development license to make the below modifications

This example is for Sales order but you can do the same for other documents.

Open development environment and from the Object Designer select table tab on the left hand side and choose table 36 – Sales Header

Select Design and add the following four fields,

1. Created By (Code 50)

2. Created On ( DateTime)

3. Last Modified By (Code 50)

4. Last Modified On (DateTime) 

image

The field number’s can be different. Save the change by choosing File –> Save and Then File –> Exit.

Open the table 36 again in design mode, then from Menu choose View –> View C/AL Code or Press F9

As show in the below Figure 1, you need add the custom code in the OnInsert Trigger and OnModifiy Trigger of the object

image

Figure 1: Showing Table 36 Sales Header in Design Mode C/AL Code – OnInsert and OnModify Triggers

OnInsert()
// SK0001 >>
"Created By" := USERID;
"Created On":= CURRENTDATETIME;
// SK0001 <<

OnModify()
// SK0001 >>
"Modified By" := USERID;
"Modified On" := CURRENTDATETIME;
// SK0001 <<



Save the changes by choosing File –> Save and Then File –> Exit.


Now you can go to the Sales Order Page (42) or  Sales List Page and add those fields, if you want to track this in purchase or transfer then you can repeat the same steps as above but for the purchase use  38 – Purchase Header  table and for Transfer Order – 5740 Transfer Header Table.


With these simple modifications now you can track who created/modified or when they created/modified.


Please leave your comments and suggestions.

Share:

Friday, August 14, 2015

Change color of non-editable field on Navision page

Whenever you make a field non-editable on the page and if that field does not have any table relation set on the table then the background of the field shows in grey color as show in the below figure

For this example I made the salesperson code field non-editable on the customer card page, as you can see it shows value in the blue but where as the Last Date Modified field textbox background is gray it is little dull and sometimes hard to read, it is not a big deal but how can you make that field look like salesperson code field without any table relation ?

image

Figure 1: Customer Card showing Salesperson Code and Last Date Modified fields in non-editable mode.

There is a field property called “LookUp”, which provides a lookup window for the textbox, you normally don’t see this property being used other than on Journal Pages or other. Ex: Item Journal, General Journal…. . This property is set there because the batch name field source is a variable so you have to explicitly set to LookUp.

Even though we don’t want to lookup in this scenario, but if you set this property to true on the above field “Last Date Modified” then the field will look as shown in the below figure

image

Figure 2: Customer Card showing Salesperson Code and Last Date Modified fields in non-editable mode after setting LookUp

Please let me know your comments and suggestions.

Share:

Thursday, August 13, 2015

Cumulative Update 10 for Microsoft Dynamics NAV 2015 has been released (Build 42222)

This Cumulative Update 10includes hotfixes and regulatory features released for Microsoft Dynamics NAV 2015, including hotfixes and regulatory features released in previous Cumulative Updates.

Note You must convert the database if you are upgrading to this cumulative update from a cumulative update earlier than cumulative update 9 (build 41779). For more information, see Converting a Database in Help for Microsoft Dynamics NAV.

The cumulative update includes hotfixes that apply to all countries and hotfixes specific to the following local versions:

  • AU - Australia
  • AT - Austria
  • BE - Belgium
  • CH - Switzerland
  • DE - Germany
  • DK - Denmark
  • ES - Spain
  • FI - Finland
  • FR - France
  • IS - Iceland
  • IT - Italy
  • NA - North America
  • NL - Netherlands
  • NO - Norway
  • NZ - New Zealand
  • SE - Sweden
  • UK - United Kingdom
Where to download this cumulative update

You can download the cumulative update from KB 3086434 – Cumulative Update 10 for Microsoft Dynamics NAV 2015

Problems that are resolved in this cumulative update

The following problems are resolved in this cumulative update:

Platform hotfixes

ID

Title

375205

The SaveValues property stores variable lengths that lead to strange side effects.

375140

The Windows client is running slowly and consumes a lot of memory.

375134

Multiple lines are selected from a list after clicking on a single line.

375118

"Server page is not open" error message when closing a page.

375196

Different error messages appear if you setup the UI Elements Removal property to LicenseFile and to None when you start the client.

375338

Exception is thrown by Sync-NAVTenant after deleting a table.

375292

It is possible to create a dimension value with a blank value in the Dimension Code field.

374750

Data is changed after you run the Export to Excel function.

375308

It should be possible to ignore diagrams in Excel sheets when doing an import.

375213

The Windows client crashes when a modal page is opened in the background.

375311

"The metadata object Page XXXX was not found" error message

375327

The client crashes when you remove the Edit action from a sales order list in the Order Processor profile via personalization.

375275

Streaming of dotnet assemblies does not support processor architecture.

375337

The Windows client crashes if invalid characters are added to a text screen.

375332

Enable ADFS to allow e-mail logging in combination with Exchange Online.

Application hotfixes

ID

Title

Functional area

Changed objects

375121

When using the Send-to Excel function with StyleSheets, the DateTime fields are converted to strings.

Administration

N/A

375241

The upgrade process is stuck.

Administration

COD 104055

375298

Issues with the Profile Translation feature in Microsoft Dynamics NAV 2015 CU 9.

Administration

COD9170
Demotool\COD101994

375312

The upgrade hangs for Dimensions.

Administration

COD 104055

375087

The Negative-Sign Identifier field is not used correctly when importing files of type Fixed and the sign is placed before the amount.

Cash Management

COD 1201 COD 1241 COD 1262

375088

If the Data Line Tag field is empty, all lines are skipped when importing files of type Fixed.

Cash Management

COD 1201 COD 1241 COD 1262

375280

A note sent over on a purchase invoice from another user is posted and then creates duplicate notes in My Notifications.

Client

COD 1305 COD 5063 COD 5407 COD 5704 COD 5705 COD 5923 COD 5988 COD 86 COD 87 COD 900 COD 96 COD 97 TAB 904 COD 12469 COD 17368 COD 17387

375392

"The IC Partner does not exist. Identification fields and values: Code='XXX'" error message when you try to import an intercompany file to the inbox.

Finance

COD 427 COD 435

375190

If you apply entries with a payment tolerance, and a payment discount and a rounding precision are set up, then you get a wrong remaining amount in the payment and not in the invoice as expected on the Customer Ledger Entries page.

Finance

COD 12

375144

The Recurring Journal page allows the posting of lines that have already expired.

Finance

COD 13

375163

The Quote report prints an extra page in Word.

Finance

REP 1304

375346

An inbound item ledger entry applied to a previous outbound item ledger entry is not cost-adjusted when the outbound entry is related to a job.

Inventory

COD 22

375397

The line amount in job ledger entries is incorrect when you partially post receipt of a purchase order linked to a job and then create an invoice by using the Get Receipt Lines function and post.

Jobs

COD 90

375191

A job planning line is created when you post a job journal line with no value in the Line Type column.

Jobs

COD 1026

375249

"Due date must have a value in Planning Component: It cannot be zero or empty" error message when you run the Calculate Plan function on the Order Planning page.

Manufacturing

TAB 246

375315

If you create a new contact from the Related Contacts page, the Company No. field is not filled automatically.

Marketing

PAG 5050

375017

"Amount must be negative in Gen. Journal Line Journal Template Name=" error message when you post a prepayment credit memo in a sales order where a payment method code with a balance account is used.

Prepayments

COD 11 COD 444 COD 367

375283

The Amount Incl. VAT field and the Outstanding Amount field should be calculated in the same way on sales order lines.

Sales

TAB 36 TAB 37 TAB 38 TAB 39

375296

The Shipment No. and Shipment Line No. fields should not get filled in if you use the Copy Document functionality from a sales document.

Sales

COD 6620

375156

A reservation entry with a tracking entry type and with an order-to-order binding is created when you cancel the existing reservation and the Order Tracking & Action Msg. option is enabled.

Sales

COD 99000831

375336

The Restore functionality does not provide the accurate line amount when you restore a sales return order with the Line Discount option.

Sales

COD 5063

375185

"An attempt was made to change an old version of a Sales Header record. The record should first be reread from the database. This is a programming error" error message when you create a sales invoice through the Get Shipment Lines function.

Sales

COD 60 COD 70 TAB 111 TAB 121

375310

If you have a customer or a vendor with an empty country code, you can not check the validity of the VAT registration number.

VAT/Sales Tax/Intrastat

COD 249

375206

The Calc. Regenerative Plan function replans an existing sales order when you already picked for the sale.

Warehouse

COD 7307

375248

The Whse. Item Tracking line is not removed when you assign it to a production order component that is fully picked when the production order is of type Make to Order.

Warehouse

TAB 5405

375189

"Quantity (Base) must be 0 or 1 when Serial no. is stated" error message when setting a serial number in a picking document.

Warehouse

COD 7307

How to install a Microsoft Dynamics NAV 2015 cumulative update
See How to install a Microsoft Dynamics NAV 2015 Cumulative Update .
Share:

Cumulative Update 29 for Microsoft Dynamics NAV 2013 has been released (Build 42219)

This Cumulative Update 29 includes hotfixes and regulatory features released for Microsoft Dynamics NAV 2013, including hotfixes and regulatory features released in previous Cumulative Updates.

The cumulative update includes hotfixes that apply to all countries and hotfixes specific to the following local versions:

  • AU - Australia
  • AT - Austria
  • BE - Belgium
  • CH - Switzerland
  • DE - Germany
  • DK - Denmark
  • ES - Spain
  • FI - Finland
  • FR - France
  • IS - Iceland
  • IT - Italy
  • NA - North America
  • NL - Netherlands
  • NO - Norway
  • NZ - New Zealand
  • SE - Sweden
  • UK - United Kingdom

Where to download this Cumulative Update

You can download the cumulative update from KB 3086433 - Cumulative Update 29 for Microsoft Dynamics NAV 2013 (Build 42219).

Problems that are resolved in this cumulative update

 

Platform hotfixes

Note You may have to compile the objects in your database after you apply this hotfix.

ID

Title

375110

"Server page is not open" error message when closing a page.

375137

Suppress .NET warning when running the NAV server and the client on the same machine.

375309

The Windows client disconnects when renaming a record.

375351

"The company <name> does not exist" error message when you try to change a language if the company name has a leading space character.

Application hotfixes

ID

Title

KB Functional Area

Changed Objects

375108

The expiration date on a recurring journal should not be based on the work date.

Finance

COD 13

375287

If you use the Insert G/L Accounts function on the Account Schedule page, the lines are inserted in the top if you place the cursor on a new line at the end.

Finance

PAG 104

375218

The Adjust Cost Item Entries batch job recognizes wrong costs on adjustment value entries when an inbound item ledger entry is reversed on a later date with a fixed cost application.

Inventory

TAB 339 TAB 5802

375305

Wrong average cost of the in-transit location after upgrading from a previous version to version 2013 with a new design.

Inventory

N/A

375142

The VAT Amount field is wrongly calculated if the Pmt. Disc. Excl. VAT and the VAT Tolerance % fields are enabled in the setup.

VAT/Sales Tax/Intrastat

COD 90

 

How to install a Microsoft Dynamics NAV 2013 cumulative update

See how to install a Microsoft Dynamics NAV 2013 cumulative update (https://support.microsoft.com/kb/2834770/ ) .
Share:

Cumulative Update 22 for Microsoft Dynamics NAV 2013 R2 has been released (Build 42221)

This Cumulative Update 22 includes hotfixes and regulatory features released for Microsoft Dynamics NAV 2013 R2, including hotfixes and regulatory features released in previous Cumulative Updates.

The cumulative update includes hotfixes that apply to all countries and hotfixes specific to the following local versions:

  • AU - Australia
  • AT - Austria
  • BE - Belgium
  • CH - Switzerland
  • DE - Germany
  • DK - Denmark
  • ES - Spain
  • FI - Finland
  • FR - France
  • IS - Iceland
  • IT - Italy
  • NA - North America
  • NL - Netherlands
  • NO - Norway
  • NZ - New Zealand
  • SE - Sweden
  • UK - United Kingdom

Where to download this cumulative update

You can download the cumulative update from KB 3084775 – Cumulative Update 22 for Microsoft Dynamics NAV 2013 R2 (Build 42221).

Problems that are resolved in this cumulative update

 

Platform hotfixes

Note You may have to compile the objects in your database after you apply this hotfix.

ID

Title

375136

The Windows client is running slowly and consuming a lot of memory.

375204

The SaveValues property stores variable lengths that lead to strange side effects.

375135

Suppress .NET warning when running the NAV server and the client on the same machine.

375117

"Server page is not open" error message when closing a page.

374727

Data is changed after you run the Export to Excel function.

375307

It should be possible to ignore diagrams in Excel sheets when doing an import.

375347

"The company <name> does not exist" error message when you try to change language if the company name has a leading or trailing space.

375356

"The Element <element name> is unexpected" error message when you import a document with an XMLport if the first element is self-closing.

375331

The Windows client crashes if invalid characters are added to a text screen.

Application hotfixes

ID

Title

Functional area

Changed objects

375138

It is possible to create a dimension value with a blank value in the Dimension Code field.

Administration

PAG 537 TAB 349

375026

A note sent over on a purchase invoice from another user is posted and then creates duplicate notes in My Notifications.

Client

COD 447 COD 5063 COD 5407 COD 5704 COD 5705 COD 5923 COD 5988 COD 80 COD 86 COD 87 COD 90 COD 900 COD 96 COD 97 TAB 904

375225

"The IC Partner does not exist. Identification fields and values: Code='XXX'" error message when you try to import an intercompany file to the inbox.

Finance

COD 427 COD 435

375254

The expiration date on a recurring journal should not be based on the work date.

Finance

COD 13

375119

An inbound item ledger entry applied to a previous outbound item ledger entry is not cost-adjusted when the outbound entry is related to a job.

Inventory

COD 22

375304

Wrong average cost of the in-transit location after upgrading from a previous version to version 2013 with a new design.

Inventory

N/A

375290

The line amount in job ledger entries is incorrect when you partially post receipt of a purchase order linked to a job and then create an invoice by using the Get Receipt Lines function and post.

Jobs

COD 90

375214

The filter provided in the Outstanding Orders and Amt. Rcd. Not Invoiced fields on a job task line is wrong when you drill down and the job task type is End-Total.

Jobs

PAG 1002

375390

The available capacity is calculated as an integer instead of a decimal.

Manufacturing

COD 99000774

375125

The Amount Incl. VAT field and the Outstanding Amount field should be calculated in the same way on sales order lines.

Sales

TAB 36 TAB 37 TAB 38 TAB 39

375318

A purchase order with a special order option is reserved when you create a sales order with the Reserve Always option on the item card.

Sales

COD 99000845

375187

The Service Document - Test report does not show invoice discounts correctly if one of the service lines has the Allow Invoice Disc. option set to No.

Service

COD 228 REP 5915

How to install a Microsoft Dynamics NAV 2013 R2 cumulative update

See
how to install a Microsoft Dynamics NAV 2013 cumulative update
(https://support.microsoft.com/kb/2834770/ ) .
Share:

Wednesday, August 12, 2015

Color Theme for NAVISION

colour-pencils-450621_1920

 

Color plays a very vital role in our lives, can’t imagine life without colors. Every human being has their own favorite color and few colors soothe and some irritate your eyes. In today’s technology the visual experience color adds to all the daily software is very important and that may be the reason I recently saw many queries regarding this in Microsoft community forum to know if there is a way  to change the theme for the Navision. Unfortunately the answer is NO. The default theme Navision has i.e. light blue and white cannot be changed but in this blog I would like to share couple of tips which may interest you and may help to identify the things easily.

If you have several companies and different databases it is not easy to identify in which database or company you are logged in if you don’t use the below feature

System Indicator

This is the setting which you can use on the company information card, to identify database, company name and also you can give different colors. The System Indicatory Type has options Standard, Accent1 ….. Accent9, this setting sets the color for the heading which shows on the application, For example with below setting my system indicator shows in green color
image
image
Please refer to the below link for more detailed information
https://msdn.microsoft.com/en-us/library/Gg502461.aspx

Style
On the Navision Page each field has a property called Style and StyleExpr, these settings can be used to add color to the value of the field.

 image
 
 
The Style property has 7 different options Standard, StandardAccent, Strong, StrongAccent, Attention, AttentionAccent, and Favorable

image
 
We don’t have many color options but atleast it is different than standard black.
 
You can set the property directly with one of the options or you can add code to set this value to the StyleExpr property based on certain conditions.

For example on Customer Card for the Credit Limit (LCY) field the StyleExpr is set to StyleTxt which is variable of type text but the value to that variable is assigned in a function like below
IF CalcAvailableCredit < 0 THEN
EXIT('Unfavorable');
EXIT('');

If you assign value directly to the Style property, in below example I assigned Attention to the Style for the Name field on the customer card page

image
I am hoping Microsoft might add theme options in one of the future release, you can also provide your idea at the following website www.ilovenav.com
Share:

The Type of Flowfield in the table must be decimal

 

It is always challenging to resolve an error, when the error message is unclear or misleading.  Today I encountered same kind of message while I was making a modification to the table. 

 

error-63628_1280

I had a Normal custom date field in one of the table , i had also added some logic for validating the field and populating it on certain conditions. But today the requirement has changed and the user wants to convert that field to a Flowfield and to lookup  to another field in a different table. We have some test data in the database where custom date field is populated in initial testing, so the first task when you change type of the field, if you have the data in that field, is to clear/delete the data from all the companies.  Second task is to find the places where you assigned the value for the field and comment/delete it.

After completing the above two tasks I started testing the change and I received the below error

“The type of flowfield xxxx in the xxxx table must be decimal”

The first thing that occurred to me was the “CalcFormulae” might be looking at wrong field so I verified it and everything was fine there, so I compiled all the related tables and pages to check again but I was still getting the error.

I ran the debugger and it is breaking at a line of code where it is trying to validate the field, it is not assigning any value just validating

VALIDATE('xxxxxx');



Once I commented the code, it worked fine. Interesting huh.. I tried with other field type text as flowfield and I got same error message, I tried with decimal field it gave me similar kind of error message.


I understand you cannot validate a flowfield but the error message it is throwing is totally misleading, I am not sure but I believe this is a bug.


If you encounter above message please do check if both tables have same data type and if there is any code to validate the field.

Share: