Technology Management's Software Answers Blog

Exporting to Excel – Microsoft Dynamics Nav Tip - Version 5 onwards

There are certain invalid characters that will not export to excel

 

: \ / ? * [ or ] 

 

If you have created a G/L, Customer, Vendor or Bank Account Name that includes one of the above characters then go into Ledger Entries and Export to Excel you will get an error relating to the Workbook Setting.

 

You will need to rename the G/L Name code and ensure it does not include one the above characters.

 

Outlook 2007: Moving Emails to Tasks

You can book a slot on your calendar to complete a specific email task. Go to your Inbox, click an email message, and then drag it to your chosen day on the To-Do Bar calendar. This immediately creates a reminder to handle the task on that day. It's then up to you to choose the scheduled time, but drag-and-drop task scheduling makes time management easy.

Outlook 2007: Recalling Emails

If you want to recall an email message after clicking the Send button: 1. In the Sent Items folder, open the message. 2. On the Ribbon, in the Actions section, click Other Actions, and then click Recall This Message.

Entering Dates – Microsoft Dynamics Nav Tip

In a date field you can just type in t – this will bring up today’s date when you come off that field.

Please note that if you have changed your work date and you type t, today’s date will still appear.  (t uses the system date for the computer).  The shortcut for the work date is w.  To change the Work date you click on Tools, Work Date. 

You can also enter dates with or without separators.  There is no need to type in  '/' or '-'  between days/months/years.

For Example:

·         If you enter two digits, Navision reads this as the date; it will add the month and year of the work date.

·         If you enter four digits, Navision reads this as the day and the month, it will add the year of the work date.

 

 

Recurring Journals Tip – Microsoft Dynamics Nav Tip

In Recurring Journals if you have a line set up where there is no value to post this month and you attempt to post you will receive the following error:

Amount must not be 0 in Gen. Journal Line Journal Template Name = ‘RECURRING’, Journal Batch Name = (name of your journal batch), Line No = (Line No. where you have the zero amount)

To get round this you do not need to delete the line you can filter out the zero line as follows:

Under the Amount column apply a Field Filter (F7), enter a filter saying not equal to Zero <>0 then OK

This will allow you to post the journal, when posted the Posting Date of the line that was zero (that was filtered out) will not have moved onto the next month.  Just amend this manually.

Can Midlands businesses cut their stocks levels by 30%?

Last month I spoke with one of our customers about how Microsoft Dynamics NAV helped them cut their stock holdings from £1.2M to just over £800k in a matter of weeks. While their suppliers weren't too happy about it, Technology Management's client saw a profit bonanza that quickly helped pay for their new stock control system.

The story isn't rare (though I admit we're not always good at spreading such stories)....which is why we've decided to run some events in February that will share with attendees how Midlands business can – and are - be cutting their stock by 10, 20, even 30%. We'll be using Microsoft Dynamics NAV as an example of how good software can facilitate this saving. A saving I'm sure many businesses will be keen to see this year.

Cut Stock, Boost Profit is free to attend at venues across the West Midlands in February.

I.T. New Year Resolutions...

The Majority of companies close their offices between Christmas and the new year, however your servers are often still sitting there still receiving mail. And it was when I was checking my own mail over the break that several items of mail got me thinking. You see as part of our support contract with many companies we monitor their servers through our System Guardian Service and one of the alerts that pops up, is if the backup has failed. And my inbox was getting many email each day telling me the backup at various companies was not working....why? Because no one was there to put the tape in!

 

Now you might think well it doesn't matter no one is doing any work anyway, but what about your mail server still receiving emails, what about that users who did occasionally check their email and maybe send something out? What about the users who work from home who may have accessed the system over the break, maybe dropped some important info onto the system? (I know some of our consultants put some chargeable time sheets on the system after we broke up) So what happens if the worst happens and you have a problem with the system when you get back to work....your restore takes you back to the 23^rd December! How do you get those emails back that arrived over the holidays?

So how good would it be if the system backs up whether somebody changed the tape or not?

 

 

Well let us introduce to you.....

Technology Management have recently started offering Offsite backups that happen automatically each night for your servers and if needed your staff laptops (they will backup while your user is at home) The data gets moved to our servers in our data centre and you can easily log on and restore a file within seconds via an internet connection should you need to. It also protects your data if your main site or servers are hit by power or environment problems...Many insurance companies are offering lower premiums for business continuity insurance if you have offsite backup.

DataGuardian can backup your files, your exchange mail server, SQL server and your system state, it happens quickly, reliably and securely each night and reports back to you as well all from £35 pounds a month

So if you make a new year's resolution this year, make sure it's to take the worry out of your backups.

For more info call our Technical team on 01902 578300

Data Guardian extends our Support offerings alongside System Guardian which monitors and reports on your system 24 hours a day 365 days a year.