Dynamics NAV provides a very time efficient tool to generate financial reports on the fly. The functionality is called: “Account Schedules”. A very NAV specific term (so I understand if you don’t know what it is).
I can tell you this, it takes about 30 seconds to generate a P&L and a Balance Sheet via Account Schedules and maybe a few more minutes if you want to format the columns to make it look nicer.
Recently I was asked if there is a way to schedule a NAV service to restart at a specific time, and for that I have used a small PowerShell script which I have scheduled using windows task scheduler.
In Microsoft Dynamics NAV, the Column Layout screen allows you to determine how you want to see the columns on your account schedules. You may define columns that are visible on the financial reports or columns that are strictly used for calculations. This blog will illustrate how to create custom layouts for account schedules in Dynamics NAV.
In another blog post, we demonstrate how to create a Revenue Finance Performance chart using the Cronus demo data in Microsoft Dynamics NAV. However, to create the chart, you need to have an existing Account Schedule from which to pull data.
If you have a relative large number of items to plan it could take a while to run the MRP calculations in Microsoft Dynamics NAV, an hour to do a full calculation is not uncommon, especially if you have been using the system for a while. In order to not have the MRP calculations to interrupt with the daily operations (such as posting orders) you typically want the calculations to take place during the night.
SQL Server Express editions do not offer a way to schedule either jobs or maintenance plans because the SQL Server Agent component is not included in these editions. Therefore, you have to take a different approach to back up your databases when you use these editions.
Currently SQL Server Express users can back up their databases by using one of the following methods:
Account Schedule in Microsoft Dynamics NAV is a powerful tool to organize your financial data and represent it in a readable and efficient way. However, Dynamics NAV’s chart and Pivot table features are limited. This is an especially acute problem for Microsoft Excel users who prefer to work with this application in order to analyze general ledger data. Dynamics NAV 2013 R2 provides an integration with Excel through the KPI Web Service feature.