What are Digest e-mails? Serenic Navigator offers the ability to have e-mails sent to users based on documents and transactions being submitted for approval. Historically, an e-mail is generated for each transaction at the moment of submission. In every version of Serenic Navigator since 5.0 Improvement 2, there has been a new set of frequency […]
In our previous post about the Change Log in Microsoft Dynamics NAV, we talked about turning on monitoring of the Payment Terms Code on the Customer table. Now you’ve gotten another request from that client that will involve updating the Payment Terms Code on Customers when certain things happen in the system, such as they […]
One of the things I’m frequently asked about is how to see if or when someone changed something mission critical. Microsoft Dynamics NAV has a built-in system for tracking changes to any part of the system, but you have to know how to configure it and how to read the results. Summary: Activate the Change […]
Any time you have to enter a DateFormula, such as Payment Terms or other places where a value such as “30D” would work, there are a few easy ways you can get the beginning or end of the current Year, Quarter, Month, or even week. Simply use: Period Type Beginning Ending Year -CY CY Quarter […]
In the RoleTailored Client, the Cues of the Activities window are a great insight into operations right from the home screen. All Role Centers have some Cues, like this Order Processor: But, sometimes you want additional or different information. We’re going to cover how you add some Cues to this panel. In our example, the […]
The Action Pane of the Role Tailored Client, introduced in Microsoft Dynamics NAV 2009, is full of great shortcuts to different actions, tasks, and reports (as shown below). But, sometimes the things you need regularly are tucked away in the Actions, Related Information, or Reports menus. You can add those to the Action Pane easily.