Today’s quick tip is an easy one to learn about and forget about, but it’s such an amazing tool, we felt we needed to highlight it. When you filter any list in the Microsoft Dynamics NAV Role Tailored Client, you can save your filter settings for easy re-use. For our first example, we’ll save a […]
Dimensions and Funds are very powerful tools for financial tracking and analysis. These are well covered elsewhere in manuals and training documents when it comes to use, entry, and review. However, one thing I have found that is not covered very well is how dimensions on individual transaction lines of documents interact and relate to […]
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 […]
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.