Setup Templates for Master Records in Microsoft Dynamics NAV

Microsoft Dynamics NAV provides the functionality to set up templates for Master records such as Customer, Vendor, Employee, Items and more.

Templates contain a list of fields and their respective values that will need to be entered for every record. Templates help standardize the creation of master records by ensuring that all the required fields are entered with the correct value.

The example below shows a template for creating Item records. It contains a list of standard, mandatory fields that need to be entered for every item record along with the field values.  When we are in the process of creating a new Item card, we can go to Functions > Apply Template to import the fields values from the  template into the Item card. This way, we don't have to manually enter every required field on the Item card.

Multiple templates can be set up for each master record. 

To learn more about Microsoft Dynamics NAV 2009,  please contact our Applications Team at 800.834.7700.

Create a View to a Filtered List in Microsoft Dynamics NAV 2009
 
Want to create a view to a list you frequently use in NAV 2009 and add to the navigation pane? Click here to get this helpful how-to setup tip.

Using Source Codes in Dynamics NAV

Source codes are part of the Audit Trail feature in NAV. Source code allows you to track the records in posted tables originated from what journal or order. When you first create a company, a set of default source codes already defined for you.  Learn more about setting up Source Codes.
 

Copying Error Messages in Dynamics NAV

Did you know that instead of taking a screenshot of an error message you can copy the text from the error message with CTRL + C (Copy)?

This makes it a lot easier to copy an error message into for example a support request and you do not have to attach the screenshot.

Example:

1. Click on error/warning message, and CTRL + C

2. Paste into email, Word, Notepad, etc.

Date Formulas

By using date formulas in Microsoft Dynamics NAV, you can tell the program how to calculate dates. You can enter date formulas in various date calculation fields and in recurring frequency fields in recurring journals.  Here are some examples of how date formulas can be used. 

One Click to Highlight or Clear a Value in a Field

Are you tired of trying to highlight or clear a value to so you can replace the contents of that field?  If so, try this sure fire way to replace the entire contents of the filed in one quick click.  'Click' here to learn how.

Add to Reports on the Role Center Button

Are you missing a report or function or your Role Center?  Try this tip to add frequently used reports to your role center so you don’t have to use the Departments Tab to look for it.

User ID and password are invalid...try again?

If you get "User ID and password are invalid.try again?" when starting RTC you need to first check that you can login to the database in the classic client. Note that the database should be the same as the service tier (the service you are trying to connect with RTC) is connected to.

Start "classic client with SQL"
Click File->Database->Open
Pick the server the database exist one
Select authentication "Windows Authentication"
Pick the database
Press OK
If it works in the classic client make database login synchronization.

Start "classic client with SQL" and connect to the database as above
Click Tools->Security->Synchronize all logins
Answer yes to the question if you would like to synchronize
If it doesn't to connect to the database start SQL server manager and verify that the windows user have permission to login and use the NAV database.

Are you constantly trying to remember which keys to press to post, look up, zoom in, sort, etc in NAV?  Click here for a list of handy Microsoft Dynamics NAV SP1 Keyboard Shortcuts.

Do you find yourself always changing the default search field on a list page because you search by description rather than part number?  Try this!

The default search field on a list page is the first column displayed on the list page.  If you usually search by description rather than No., then change the sequence of the columns so that Description shows first.  This way Description will be your default search field on that page.  Click here to see examples.

When working in NAV, do you find yourself running the same filters daily?  Try creating a shortcut in your navigation pane and save yourself time.  Click here for this helpful tip.

Mainstream support for Microsoft Dynamics NAV 4.0 ended January 12, 2010 per the Microsoft Support Lifecycle Policy. Customers who are current on a service plan can continue to access the following benefits through CustomerSource:

Previously released Upgrades, Updates, Service Packs, Fixes and Regulatory/Tax Updates
Self-Help Support through Knowledge Base articles and online content
Unlimited Online Training
CustomerSource Community and Tools
For more information related to Microsoft Support Lifecycle policies and associated product dates for all Microsoft Products see the Support Lifecycle page:

https://mbs.microsoft.com/customersource/newsevents/news/generalnews/mainstreamsupportnav400sp3.htm