User Creation on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to create a user on Microsoft Dynamics Nav Business Central.

Go to the following menu:

Main Menu --> Department --> Administration --> IT Administration --> General --> Users.

Step 1:

Click on the button New

Step 2:

Enter the necessary information.

General
Username	Enter user's username
Full Name	Enter the user full name
License Type	Enter the user license type
State	Enter the status of the user
Expiry Date	Enter a expiry date on the user account
Contact Mail	Enter user email address
Window Authentication
Window User name	If you want to use the user name from the active directory.
Access Control Service Authentication
ACS Access Status	Let it disable
Business Central Password Authentication
Password	If you are not using AD username, you can set the password of the user
User must change password at next login	If you want user change password when the login for the first time. This is applicable only for non AD Username
Web Service Access
Web Service Access Key	Enter the web service access key if you have
Web Service Expiry Date	Enter the web service expiry date.
Office 365 Authentication
Authentication Email	If you want to link user office 365 account, enter user email
Application ID	Enter the application ID
Mapped to exchange identifier	If you want to mapped nav to exchange identifier
Authentication Status	This is the authentication status
User Group
Code	Enter the user group code
Name	Name of the user group will appear automatically
Company	Choose the company the user need to get access
User Permission Sets
Permission Set	Enter the permission set of the user
Description	The name of the permission will display automatically
Company	Choose the company the user need to get access
Extension Name	This field will remain blank
Permission Scope	This field will default to system

Click on OK to close

Fixed Asset Reclassification Journals on Microsoft Dynamics Nav Business Central

Dear Friends,

Today's we will learn how to do a reclassification journal for fixed asset. The aim of doing this is sometime users regroup many fixed asset in one fixed asset and something when they wish to dispose some fixed asset from that group they are not been able to do so because disposal is done fully not partially. To dispose the small quantity of asset, what can be done is to transfer these fixed asset to another asset and dispose it completely. To transfer a fixed asset to another fixed asset you need to do it on reclassification journal.

To access the journal go on the following menu:

Main Menu --> Department --> Financial Management --> Fixed Asset --> FA Reclass. Journal.

FA Posting Date	Enter the posting date
Document No	If no series is set up it will generate automatically else put it manually
FA No.	Enter the original fixed asset number
New FA No	Enter the new fixed asset number
Depreciation Book Code	Enter the depreciation book code
Description	Name of the original fixed asset will display there, you can enter a description manually
Reclassify Acq Cost %	Enter the percentage amount you wish to transfer
Reclassify Acquisition Cost	If you want to reclassify the acquisition cost checked this field
Reclassify Depreciation	If you want to reclassify the depreciation cost checked this field
Reclassify Write-Down	If you want to reclassify the write down cost checked this field.

Then Click on the button Reclassify.

Click OK to close.

Revaluation of item cost on Microsoft Dynamics Nav Business Central

Dear Friends,

Today's tutorial is about evaluating item, revaluation is done when the user wishes to evaluate its inventory due to price changes and inflation in the market.

To do the revaluation go on the following menu.

Main Menu --> Department --> Financial Management --> Inventory --> Costing --> Revaluation Journals.

Step 1:

Click on the button Calculate Inventory Value

Step 2:

Fill the pop up filter.

a.) Enter the posting date.

b.) Enter a document number

c.) Calculate per item ledger entry

d.) Enter the Item No.

Step 3:

Enter the unit Cost you wish to revaluate.

Then Amount, Unit Cost (calculated), Inventory value (calculated) will be calculated automatically.

Step 4: 

Click on Post validate the revaluation.

Click on OK to close and go to your item card and check the unit cost.

Creation of Sales Quote on Microsoft Dynamics Nav Business Central

Dear Friends,

today we will learn how to create a sales quote. The aim of doing that is that some company they give quotation to client upon approval of quotation then they convert the sales quote to a sales order.

Step 1:

To create a sales quote go on the following menu

Main Menu --> Department --> Sales & Marketing --> Order Processing --> Sales Quotes.

Step 2:

Click on the button New

Step 3:

Enter the following Information.

General
Customer No	Enter the customer number
Customer Name	The name of the customer will display automatically
External Document No	Enter any important number related to the quotation
Sell-to
Address	Address of the customer will display automatically
Address 2	Address of the customer will display automatically
City	City of the customer will display automatically
Post Code	Post Code will display automatically
Country/Region	Country will display automatically
Contact No	If the customer has a contact person enter the contact number
Contact	The Contact person name will display automatically
Customer Template Code	If the customer has a template code enter it
Order date	Enter the order date
Document Date	Enter document date
Quote Valid to Date	Enter the validity date of the quotation
Due Date	Due date will be calculated automatically
Requested Delivery Date	Enter the delivery date
Your Reference	Enter any reference you have
Salesperson Code	if you have sales person code enter it to show which sales person has work  on the quote
Campaign No	Enter campaign number
Opportunity No	Enter Opportunity number
Responsibility Center	Enter Responsibility center
Assign User Id	It will show who has created this sales quote
Status	It shows the status of the quote
Work Description	If you have any other description, you can enter it.

Lines
Type	Enter the Type
No	Enter the type number
Description	The name of the type will appear automatically
Location Code	Enter the location code
Quantity	Enter the quantity
Unit of Measure	Enter the unit of measure
Unit Price Excl VAT	Enter the unit price
Line Amount Excl VAT	Quantity * Unit price
Line Discount %	If you want to give  line discount percentage
Line Discount Amount	If you want to give a line discount amount
VAT Prod Posting Group	Enter the VAT type

Invoice Details
Currency Code	Enter the currency code if the the quote is foreign
Shipment Date	Enter shipment date
Prices Including VAT	If the VAT is included in price
VAT Bus. Posting Group	Enter VAT business posting group
Payment Terms Code	Enter the payment terms code
Transaction Type	Enter the transaction type
Payment Discount %	Enter any discount % on payment
Pmt. Discount Date	Enter the date of the payment discount
Location Code	Enter location code.

Shipping and Billing
Ship-to	If you want to ship the item to another location
Code	Enter the location Code
Name	The name of the location will display
Address	The address of the location will display
Address 2	The address of the location will display
City	City of the location will display
Post Code	Post code of the location will display
Country/Region	Country of the location will display
Contact	If the location has a contact person enter the contact no
Shipment Method Code	Enter the shipment method code
Agent	Enter the agent
Agent Service	Enter the agent service
Package Tracking No	Enter the package tracking number
Bill-to	If you want to bill another customer
Name	Enter the name of the customer
Address	Address of the customer will display automatically
Address 2	Address of the customer will display automatically
City	City of the customer will display automatically
Post Code	Post code of the customer will display automatically
Country/Region	Country of the customer will display
Contact No	If the there is a contact person at the customer enter the contact no
Contact	Name of the contact will display automatically

Foreign Trade
EU 3-Party Trade	If the quote is a third party trade for Europe
Transaction Specification	Enter the transaction specification
Transport Method	Enter the transport method
Exit Point	Enter the exit point
Area	Enter the area.

Step 4:

After entering all information, click on the button Make order to convert the sales quote to a sales order.

Step 5:

to check if the sales order has been created go on the following menu.

Main Menu --> Department --> Sales & Marketing --> Order Processing --> Sales Order

Creation of purchase quote on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to create a purchase quote then proceed to make it a purchase order. Some companies they do not generate purchase order directly for any purchases they take quotation from different supplier and the best quotation will be converted to purchase order.

Step 1:

to create a purchase quote go on the following menu:

Main Menu --> Department --> Purchasing --> Order Processing --> Purchase Quotes

Step 2:

Click on the button New.

Step 3:

General
Vendor No	Enter the Vendor No
Vendor Name	The name of the vendor will appear automatically
Quotation No	Enter the quotation number you received
Contact	If the vendor has a specific contact person
Document Date	Enter the document date
Order Date	Enter the order date
Request Receipt Date	Enter the receipt date
Vendor Order No	Enter the vendor order number
Vendor Shipment No	Enter the vendor shipment number
Purchaser Code	Enter a purchase code if there are
Campaign No	Enter the campaign no if there are
Alternate Vendor Address Code	Enter if the vendor has an alternate address
Responsibility Center	Enter the location of the vendor
Status	This shows the status of the order
Lines
Type	Enter the type you wish to use
No	Enter the type number
Description	The name of the type will be display automatically here
Location Code	Enter location Code
Quantity	Enter the quantity
Unit of Measure	Enter the unit of measure
Direct Unit Cost Excl VAT	Enter the unit cost
Line Amount Excl VAT	It will take the quantity * unit cost
Line Discount %	If you want to give a discount in term of percentage
Line Discount Amount	If you want to give a discounted amount
VAT Prod Posting Group	Enter the VAT type

Invoice Detail
Currency Code	Enter the currency code
Expected Receipt Date	Enter the delivery date
Price Including VAT	If you want to enter the price including vat
VAT Bus posting Group	Enter the VAT Bus Posting Group
Payment Terms Code	Enter the Payment Term Code
Payment Method Code	Enter the Payment Method Code
Transaction Type	Enter the transaction type
Payment Discount %	Enter if there are payment discount
Pmt Discount Date	Enter the payment discount date
Shipment Method Code	Enter the shipment method code
Payment Reference	Enter Payment Reference
Creditor No	Enter the creditor number
On Hold	state if it is on hold
Shipping and Payment
Ship-to	If you want to ship to another location
Name	Enter location name
Address	Enter ship to address
Address 2	Enter ship to address
Post Code	Enter ship to post code
City	Enter ship to city
Country/Region	Enter ship to region
Contact	Enter if there is a contact person to the shipment location
Pay-to	If you want to pay the vendor on another name
Name	Enter vendor name
Address	Enter vendor address
Address 2	Enter vendor address
Post Code	Enter vendor post code
City	Enter Vendor city
Country/Region	Enter vendor country
Contact No	If vendor has a contact person enter contact no
Contact	Contact person name will display automatically

Foreign Trade
Transaction Specification	Enter the transaction specification
Transport Method	Enter the transport method
Entry Point	Enter the entry point
Area	Enter the area

Step 4:

proceed to make the purchase quote to a purchase order.

Click on the button Make Order.

Step 5:

to check if the purchase order has been created, go on the following menu.

Main Menu --> Department -->  Purchasing --> Order Processing --> Purchase Order.

Change Report on Post and Print Button On Microsoft Dynamics Navision Business Central.

Dear Friends,

Today we will learn how to configure report on post and print button on different journal.

1. Go to the following menu if you want to change for the following:

a.) Purchase Order
b.) Purchase Quote
c.) Purchase Invoice
d.) Purchase Credit Memos
 and any thing related to purchase.

Main Menu --> Departments --> Purchasing --> Order Processing --> Setup --> Report Selection Purchase

On the field usage you need to choose which page you wish to put the report. when you have already select the page then enter the report id in the field report id.

2. Go on the following menu if you want to change for the following:

a.) Sales Order
b.) Sales Quote
c.) Sales Invoice
d.) Sales Credit Memos

and any thing related to sales.

Main Menu --> Departments --> Sales & Marketing --> Order Processing --> Setup --> Report Selection Sales.

Setup is same as purchase.

3. Go on the following menu if you want to change for bank reconciliation and check printing.

Main Menu --> Departments --> Administration --> General --> Report Selection Bank Account

setup is same as purchase.

4. Go on the following menu if you want to change for the following:

a.) Transfer Order
b.) Transfer Shipment
c.) Transfer Receipt

Main Menu --> Department --> Administration --> IT Administration --> Report --> Report Selection Inventory.

Setup is same as purchase.

Thanks