How to Add a Field to a List Page in Dynamics NAVġ) In the Development Environment (Object Designer), find and “Design” the page which requires the new field(s). Here, we will expose our new field to the Item Card so users are able to see and edit it. The field added was called “Web Site Description” and was added to the Item table.
Microsoft dynamics nav 2017 manual series#
The previous entry in this series described the process of adding a field to a table. To add a field to a list page, the differences are slightly less pronounced than in the Classic NAV environment, but different nonetheless. Today, we can tell the fields in what order to be presented and can provide some grouping parameters, but the specific client renders those fields in the way most appropriate for the device and/or format. Because NAV is no longer tied to a specific client (now desktop, web, SharePoint, mobile), the design must be client agnostic. Pages in the Role Tailored environment are designed a bit differently. The NAV client, in turn, would present the fields in the form exactly as you had added them. In those older versions of NAV, you could open a form in design mode and place new fields exactly where you wanted. Prepare a report that lists VAT from sales, and submit the report to tax authorities in the EU.For those of us familiar with the Classic Dynamics NAV environment, there may be some familiarity with WYSIWYG (what you see is what you get) design on forms – most notably on “card” forms. Prepare to close a fiscal year or period. Work with financial statements and overviews in Excel. Monitor the flow of cash in and out of your business. Import salary transactions from your payroll provider into the general ledger.
Microsoft dynamics nav 2017 manual how to#
Learn how to use additional currencies and update currency exchange rates automatically. Recognize revenues and expenses in other periods than when the transactions were posted. How to: Record and Reimburse Employees' Expenses Post employees' personal expenses for business-related activities and reimburse employees by making payment to their bank account. How to: Use Item Charges to Account for Additional Trade Costs Post reversing entries to undo value postings in the general journal or quantity postings on purchase and sales documents.Īllocate an entry in a general journal to several different accounts when you post the journal.Īssign extra costs, such as freight and physical handling that you incur during trade, to the involved items so that the cost is reflected in inventory valuation. How to: Post Transactions Directly to the General Ledger Record income or expenses directly in the general ledger without posting dedicated business documents. Understanding the General Ledger and the COAĪdd dimensions for richer business intelligence.Ĭreate budgets to forecast different financial activities and assign dimensions for business intelligence purposes. Understand the general ledger and the chart of accounts. Manage inventory and manufacturing costs, report costs, and reconcile costs with the general ledger. Set up intercompany partners and process transactions, manually or automatically, between legal entities within the same company.Īnalyze the costs of running your business by allocating actual and budgeted costs of operations, departments, products, and projects to cost centers. Reconcile bank accounts and transfer funds between bank accounts. Make your customers submit payment before you ship to them, or submit payment to your vendors before they ship to you. Make payments, apply outgoing payments, and work with checks. ToĪpply incoming payments, reconcile bank accounts during payment application, and collect outstanding balances. The following table describes a sequence of tasks, with links to the topics that describe them. The default configuration includes a chart of accounts and standard posting groups that make the process of assigning default general ledger posting accounts to customers, vendors, and items more efficient. For more information, see Setting Up Finance. Microsoft Dynamics NAV includes a standard configuration of most financial processes, but you can change the configuration to suit your business.
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