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Get started and get more out of Dynamics NAV with these tips
22 February, 2018
5min. reading time
At the beginning of January, we shared a number of tips in the blog “Become familiar with Dynamics NAV: The basics” to quickly get familiar with Dynamics NAV. Did you find it a piece of cake to implement it? Are you ready to lift your knowledge to a higher level? Perfect! In this blog, we dive deeper into the document structures of Dynamics NAV and we give tips – including examples – how you can make columns and fields visible per user or for all users.
Different documents, such as a receipt, shipment or transfer, often have the same structure. For example, you will find a heading and a document line and you can zoom in from the document line to the detail lines. Where do you find what? And what options does it offer? We will share this step by step below.
The heading contains general information about the document. Such as the customer number, posting date, conveyor, document number, etc.
The document line contains batch content information, such as customer article number, unit code, best before date, customs status, custody code, number, weight, carrier type, number of carriers, etc.
Did you know?
You can perform (basic) calculations by using a numerical field. For example, if you enter 34*12, the system automatically calculates the outcome of 408.
Document detail lines
The document detail line contains carrier content information, such as the unique carrier number (1), the location where the carrier is stored (2) (in this case at a receipt where it has been entered) and associated batch level information from the document line.
A detail line is often created (and booked) by using a scanner, but you can also create it manually via “Create detailed rules” (3). Based on the number of carriers that you have entered on the document line, detailed rules are generated. You can also book these manually (4).
In Dynamics NAV, you can create stock by posting a detail line on the receipt. By booking a detail line on the receipt, you can write-off the stock. You can undo a posting of the detail line from different documents, but the details of the detail line must be the same as the carrier content. Did you manually post the document and does it appear under “Booked documents”? Then you can no longer unbook and correct the detailed rule.
Determine which fields you want to see on the heading
Are there fields in the header that you do not use or are fields missing? Adjust the fields of the heading yourself in just a few clicks. Navigate to the blue arrow in the upper left corner (1), click on “Customize” (2) and on “Customize This Page …” (3). A screen appears that – in the example below – is called “Customize Receipt”.
Navigate to “FastTabs” (1) and click on “General” (2) and on “Customize FastTab…” (3) to open the screen to adjust the general tab.
Tip: You can also adjust the fact blocks and ribbon from this screen. Check our blog “Customize the ribbon” for more tips.
In the left column, you see the available fields, but they are not yet displayed on the header. If you select a field and click “Add >>”(1), the field in the left column disappears and appears in the right column. If you select a field in the right-hand column and click “Move Up” or “Move Down” (2) you can move it to the Fast tab general.
You can also give an importance to a field (3). You can make it visible with the button “Importance”, without having to click on multiple fields on the fast tab.
Select the columns you want to add to your screen
Are there columns that you do not use or are columns missing? You can easily adjust the columns of the line. Select “Choose columns…” (1) in order to show the “Customize lines”.
In the “Customize lines” screen you will see the available fields in the left-hand column, but they are not displayed on the lines. If you select a field and click on “Add >>” (1), the field in the left-hand column disappears and appears in the right-hand column. If you select a field in the right-hand column and click “Move Up” or “Move Down” (2), you can move it to the “General” fast tab.
Tired of losing sight of specific columns? Dynamics NAV offers you the possibility to “freeze” fields. Simply by adding a frozen pane (3), you can determine which fields you want to lock. This ensures that you can always see these fields – even if you use the navigation bar. In addition, you can change the position of the frozen pane by clicking “Move Up” or “Move Down”.