We’ll get software specific today, which we think users of Microsoft Dynamics NAV will find helpful. They’re for users of the current 2013 version, but they give users of older versions of NAV something to look forward to. In a recent post on the reseller site MSDynamicsWorld.com, Dave Parker of JustFoodERP highlighted nine favorite tips he discovered exploring the latest version. We’ll repost just a few here today, like…
Drop Downs for Multiple Values: You can now use filter operators to allow for multiple values in the same field. For example, after each instance of the OR symbol ( | )you can drop down to select the next filter value. So to limit a list of customers to just Indiana or Michigan, you might type in “IN” then use the | symbol, and then type in “MI” – so it’s clear you’re selecting Michigan, not Mississippi, Missouri or Minnesota.
Auto-complete now works in more areas than ever: Here’s an example from Dave Parker… While entering data in the Item Journal, how many of you have entered the first letter of the Location Code and moved past the field, only to result in an error for that field data being invalid? This will no longer be an issue — the Location Code will auto-complete after one or more letters have been entered.
Undo shipment: You can now undo a posted shipment, using the line function ‘Undo Shipment’. This avoids having to separately deal with the financial and inventory implications.
Select all rows: (Our guys tell me this one has actually been available for awhile now…) Again, Parker’s example speaks for itself: You can quickly select all rows within a page using Ctrl + A, or click the grey area where column headers meet row labels. Formerly, the only way to highlight all records in a page, including those you cannot see without scrolling down, was to hold Shift and use PgDn repeatedly to highlight them all. This was a nightmare for a large number of rows.
Special Filter Value for ‘My Customers’: You can use a special filter value to quickly update a list to match with your ‘My Customers’ (example) list from your Role Center. This is achieved by putting %mycustomers (or %myitems, or %myvendors) into the ‘Show Results’ filter pane in the ‘No.’ field. Thus, a customer service rep responsible for just 20 customers can use this technique to see just her customers in a number of other system areas too.
These examples highlight the benefits and goodies that simply ‘exploring’ can sometimes yield within today’s newer, more modern ERP systems. Have at it!