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March 16, 2018
NAVTip #7: Controlling the Unposted Document Warning
The unposted document warning was introduced as a new feature in Microsoft Dynamics NAV 2017. Whenever a user opens or enters a document, such as a Sales Invoice or Purchase Invoice, and then closes the window without posting the document, Microsoft Dynamics NAV warns that the document had not been posted, and asks if they would still like to close the document page.
This feature is useful for businesses who enter only a few high value documents daily, but it can slow down users who need to enter and search for many documents every day. Indeed, some of our customers were experiencing this, and asked if there was a way to control the feature.
Happily, the answer is yes. The warning can be turned off at user level, so those who like it may leave it enabled while users who find it superfluous may turn it off.
To deactivate the warnings, return to your main role center and search for My Notifications.
In the My Notifications window you will find the entry: Warn about unposted documents.
Untick the Enabled flag:
Close the window. This will immediately take effect for your user profile and you will not see warning messages again when closing documents.
It’s also possible to lock down this setting using the standard Microsoft Dynamics NAV security role and permission functionality. So if your company would like to enforce the warning message, a system administrator can allow users to read, but not modify, the records in the My Notifications table (Table ID 1518). That prevents users from turning off the warning.
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September 22, 2015
NAVtip #1: the calculator
On visits to customers I often get astonished and surprised faces while showing something in Microsoft Dynamics NAV. Although some users have already worked for years in NAV, they may not know, or have forgotten, some of the small things that make life easier. So in this new "NAVtip" series we’ll share some of our favourite time-savers.
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September 29, 2015
NAVtip #2: Standard Journals
Today's timesaving #NAVtip is “Standard Journals”. Finance teams use G/L journals on a daily basis and I see them entering the same journal lines over and over again. Luckily there are a couple of functions that help us automate the use of the journals and save some time.
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October 6, 2015
NAVtip #3: Move from Header to Lines
If, like me, you are a fan of keyboard shortcuts to move around Microsoft Dynamics NAV quickly then you have probably asked yourself how you get quickly from header fields to the lines?
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March 8, 2016
NAVtip #4: Filtering lists
One of the options we use most frequently on list pages in NAV is to filter the list for one value in a desired column...... Instead, try!
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March 15, 2016
NAVTip #5: Entering dates
Date fields in NAV support many shortcuts. Here are some of my favourites:
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March 22, 2016
NAVTip #6: Moving to previous fields
Another NAVtip for keyboard lovers - move to previous fields without leaving the keyboard!