Category Archives: Navision

Create a Record from a Configuration Template

Applies To: Microsoft Dynamics NAV 2013

You can use the structure of data that is contained in the data templates to convert your information into records in the database, one-by-one. To do so, you use the Create Instance function. This is a miniature version of the data migration process and can be useful for prototyping or treating smaller data creation tasks.

The following steps illustrate how to create an item card from an item data template. You can create a record from any data template using the same procedure.

To create a record from a configuration template

  1. In the Search box, enter Configuration Templates, and then choose the related link.
  2. In the Config. Template List window, select the item template that you have created and choose Edit. For more information on how to create a template, see How to: Create a Configuration Template.
  3. On the Actions tab, choose Create Instance. An item card is created.
  4. Choose the OK button.
  5. To review the new item card, in the Search box, enter Items, and then choose the related link.
  6. Open the new item card.
  7. Expand various FastTabs, and verify that the information was created correctly on them.


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Posted by on September 8, 2015 in Navision



Create a Configuration Template

You can create a new data template if the default templates do not the needs of your new company. If you are creating more than one, you may find it useful to adopt a naming convention for the Code field.

Create a data template

Each template consists of a header and lines. When you create a template, you can specify which fields to always apply to data of a certain type. For example, you can create different customer templates to apply to different customer types. When you create the customer using a template, you can use template data to prepopulate certain fields.

To create a data template header

  1. Open the Config. Template List window.
  2. On the Home tab, in the New group, choose New.
  3. In the Code field, enter a unique ID for the template.
  4. In the Description field, enter a description of the template.
  5. In the Table ID field, enter the table to which this template applies. The Table Name field is automatically filled in when the Table ID field is set.

To create a data template line

  1. In the Lines FastTab, on the first line, select the Field Name field. The Field List window displays the list of fields in the table.
  2. Select a field and then choose the OK button. The Field Caption field is filled in with the field name.
  3. In the Default Value field, enter an appropriate value. In some cases, you may want to use a value that is not a value that is available in the database. In that case, you can select the Skip Relation Check check box, to make it possible to apply data without error.
    Since the Default Value field does not have a look up to the corresponding Microsoft Dynamics NAV field options, you copy and paste the value that you want from the related page into the template.
  4. Select the Mandatory check box. The check box is informational only. It tells you that information must be entered in the field by the user, but no business logic is enforced. For example, you cannot invoice and post an order if posting groups have not been set up. Since posting groups are required, you can select theMandatory check box for those fields.
  5. In the Reference field, enter information about the field as needed.
  6. Choose the OK button


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Posted by on September 8, 2015 in Navision



Opening the RoleTailored Client in Configuration Mode

To configure a profile, you must open the RoleTailored client in configuration mode.

To open the RoleTailored client in configuration mode

  1. At the command prompt, navigate to the root folder of the RoleTailored client. For example:
    cd C:\Program Files (x86)\Microsoft Dynamics NAV\70\RoleTailored Client
  2. Type the following command:
    Microsoft.Dynamics.Nav.Client.exe -configure -profile:profileid
  3. Replace profileid with the name of the profile that you want to configure.For example, to configure the Accounting Manager profile, use this command to open the RoleTailored client in configuration mode:
    Microsoft.Dynamics.Nav.Client.exe -configure -profile:"Accounting Manager"
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Posted by on September 7, 2015 in Navision



Navision 2013 – Keyboard Shortcuts

Microsoft Dynamics NAV Windows Client Development Environment Action
Right Arrow Right Arrow Move to the next field or character
Left Arrow Left Arrow Move to the previous field or character
Up Arrow Up Arrow Move to the field above in the same column
Down Arrow Down Arrow Move to the field below in the same column
Delete Delete Clear selected text
Esc Esc Close the window or undo the data entry
End End Move to the last field on a line
Home Home Move to the first field on a line
Tab Arrow, Tab, Enter Move to the next field on non-line FastTabs
Enter Move to the next editable field
F1 F1 Open Help
F2 Edit
F3 Select Type to filter (field filter)
F4 F6 Drop-down or look up to select
F5 Refresh the active window
F6 Go to the next frame
F7 Display statistics
F8 Copy the field above
F9 Post
F10, Alt F10, Alt Select the menu bar and display access keys
F12 Select the navigation pane
Shift+F1 View error message
Shift+F3 Select Show Results(FlowFilter)
Shift+F4 F6 Open a lookup window (from an ellipsis button)
Shift+F6 Go to the previous frame
Shift+F7 Open the related card
Shift+F8 F6 Drop-down or look up to view
Shift+F9 Post and print
Shift+F10 Display a shortcut menu
Shift+F11 Apply entries, get source documents, or get warehouse documents
Shift+F12 Open the Role Center from the navigation pane
Shift+Tab Arrow, Shift+Tab Move to the previous field
Ctrl+F1 Collapse or expand the ribbon
Ctrl+F2 Create a new document
Ctrl+F3 Select Search pages
Ctrl+F4 Look up to the related list
Ctrl+F7 View entries
Ctrl+F9 Release document
Ctrl+F10 Select the ribbon and display key tips
Ctrl+F11 Reconcile or split lines
Ctrl+F12 Select the address bar
Ctrl+C Ctrl+C Copy
Ctrl+G Go to
Ctrl+E Export to Microsoft Office Excel
Ctrl+L Show links
Ctrl+N Create a new record
Ctrl+O Ctrl+O or F12 Open the company
Ctrl+P Print
Ctrl+T Select sorting
Ctrl+V Ctrl+V Paste
Ctrl+W Export to Microsoft Office Word
Ctrl+X Ctrl+X Cut
Ctrl+Z Ctrl+Z Undo
Ctrl+Page Down Display next document or card in a list
Ctrl+Page Up Display previous document or card in a list
Ctrl+Up Arrow Move up while the selected line stays selected
Ctrl+Down Arrow Move down while the selected line stays selected
Ctrl+Left Arrow Move to the first field on a line
Ctrl+Right Arrow Move to the last field on a line
Ctrl+Alt+F1 Open the About this Page/Report window (Zoom)
Ctrl+Delete Delete the selected line
Ctrl+Home Ctrl+Home Move to the first line in a list
Ctrl+End Ctrl+End Move to the last line in a list
Ctrl+Enter Esc Save and close window (equivalent to choosing the OK button)
Ctrl+Insert F3 Insert new line
Ctrl+Shift+F3 Select Limit totals to (table filter)
Ctrl+Shift+A Clear all filters
Ctrl+Shift+C Copy Rows
Ctrl+Shift+D Show dimensions
Ctrl+Shift+E Edit list
Ctrl+Shift+R View list
Ctrl+Shift+Q Collapse/expand a line in a hierarchy
Ctrl+Shift+V Paste rows
Ctrl+Shift+W Open a list place in a separate window
Ctrl+Shift+Enter Save and close the window and open a new window
Alt Display access keys in the ribbon
Alt+F2 Toggle to display/hide FactBoxes
Alt+F3 Filter to the value in the field
Alt+F4 Alt+F4 Close window or close program
Alt+F6 Collapse or expand the active frame
Alt+F12 Optimize space for the current page
Alt+Left Arrow Go to the previous window in the navigation history
Alt+Right Arrow Go to the next window in the navigation history
Alt+Enter Move to the field below without opening the drop-down menu
Alt+Tab Toggle between open windows
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Posted by on August 17, 2015 in ERP, Navision


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Undo Sales Shipment

Mandatory Steps: Shipment must has not been invoiced.

1. Go to Warehouse –> History –> Posted Documents –> Posted Sales Shipments.

2. Click on shipment number that has to be reversed, in ‘Posted Sales Shipments’ list and open it in edit mode, by clicking Edit button on Manage tab.

3. Click Functions menu in Lines area.

4. Click on Undo Shipment menu options.

5. Click on Yes button in all the confirmation dialog boxes.

6. Close all the open pages by clicking OK on them.

7. Once done, check ‘Stock Ledger Report batch wise’ to verify the changes done.


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NAV Functional Terminology

For various application functions, NAV uses terminology that is more akin to accounting than to traditional data processing terminology.  Some examples are as follows:

  • Journal:  A table of unposted transaction entries, each of which represents an event, an entity, or an action to be processed.  There are General Ledgers for general accounting entries, Item journals for changes in inventory, and so on.
  • Ledger:  A detailed history of posted transaction entries that have been processed.  For example, General Ledger, a Customer Ledger, a Vendor Ledger, an Item Ledger, and so on.  Some ledgers have subordinate detail ledgers, typically providing a greater level of quantity and/or value detail.
  • Posting:  The process by which entries in a Journal are validated, and then entered into one or more ledgers.
  • Batch:  A group of one or more Journal entries that were processed in one group.
  • Register:  An audit trail showing a history, by Entry No. ranges, of the Journal Batches that have been posted.
  • Document:  A formatted page such as an Invoice, a Purchase Order, or a Payment Cheque, typically one page for each primary transaction.

Courtesy:  David A. Studebaker and Christopher D. Studebaker

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Posted by on July 19, 2014 in Navision


Date Shortcuts

Did you know, in Navision 2013 MO, TU, WE, TH, FR, SA and SU are codes for Monday, Tuesday, Wednesday, Thursday, Friday, Saturday and Sunday of current week respectively.  You can use these codes anywhere in Navision where you need to put the dates.

For example, if you are running ‘Stock Ledger Report’ you may use MO for ‘Start Date’ and SA for ‘End Date’.  System will replace MO with 07/07/2014 (Monday) for ‘Start Date’ and SA with 12/07/2014 (Saturday) for ‘End Date’.

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Posted by on July 8, 2014 in Navision