A leading enterprise resource planning (ERP) software suite, Microsoft Dynamics NAV provides users with a range of specialized functionalities to enable better organization and control of assets. Central to this are the facilities that allow users to customize organization to best suit their business needs.
Generally we get demand for customized mail body to send from Navision. Normally we use templates or html etc. coding to achieve this. In NAV 2017 this feature is now available in product itself. Today we will explore this feature available for Std. documents and learn to setup, further in next step we will apply same to our custom documents and learn where all places we need to take care development to get it working.
Are you wanting to add some additional information and details regarding certain items in your inventory but there are no available fields to add them? As we know there are Description and Description 2 fields in the Item table. However, you can also use the comments section, but will it hold all the information that the you require?
In Dynamics NAV 2017, user security can be achieved by assigning different permission sets to users. Permissions can be assigned to users according to their role. A collection of database permissions for one or more objects in the Microsoft Dynamics NAV database that you can assign to one or more users is known as a Permission Set.
Workflows are a list of steps, each step consists of workflow events, workflow condition and workflow responses. Companies require documents to be approved before they can be released or sent to the customers, vendors etc. E.g If a Purchase order has total amount above 10000, an approval may be required from the hierarchy before sending it across the Vendor. here, we use approval workflow
In this episode, I am going to show you how to create SEPA direct debit collection Entries and export to a bank file in Microsoft Dynamics NAV 2017.
A Direct Debit Instruction is an authorization from your customer to collect future payments. The details of each authorization are standardized: All future payments are authorized so you can collect any amount at any time from your customer.