Dynamics Queen

Please email me at dynamicsqueen@gmail.com for the Dynamics NAV 2013 product disc download

Rules

·        Use GL Setup date range to control access to post inventory

·        Use User date range to control user’s access to a period overall

 Why

1)     NAV posts GL according to the posting date of the document (except for (2))

2)     NAV posts the inventory journal within the date range indicated by the GL Setup date range, providing this does not conflict with the user’s individual date range

Scenario

Let’s take a simple example. You want to post a sales invoice on the last day of the year,

31-Dec-09, so you set your posting date in the sales invoice to 31-Dec-09.

NAV has these settings:

A single sales invoice causes two separate journals to be executed:

In the example above, the Inventory Jnl will post with a date of 01-Jan-10 and the Sales Jnl will post with a date of 31-Dec-09. Why?

 Let’s colour code the date ranges to show where the journal gets its key date from:

The sales journal is controlled from the posting date, and the User range. 31-Dec-09 is specified and fits into the user range.

The inventory journal will try for posting date, but must be within the GL Setup range. If the posting date is not in the GL Setup date range, it will change to the first available date in GL Setup, in this case 01-Jan-10, as long as the user is allowed to post to that date. There is no confirm message or warning!!

If the user range and lowest point of GL Setup range do not coincide, you would get a message similar to:

‘Posting Date is not within your range of allowed posting dates of Sales Header Documnet type “Invoice” …

 This may be a good thing! SOME CONCLUSIONS:

·        This author believes:
NEVER have a user (no matter how super!) set across two accounting periods.
That way you can prevent the potential schism described above.

·        Open new periods by moving GL Setup “Allow Posting To” forward AND

·        Allow access to a new period (one period date range ONLY) via User

·        Close inventory (all sales, purchase, transfers, manufacturing documents) before you move the GL Setup “Allow Posting From” forward

CAVEATS

·        Please note this advice ONLY applies to Vsn 5 and later. A different business logic applied in NAV for vsn 4 and before.

·        This change in business logic was introduced together with more (optional) functionality, such as Inventory Periods. Clients may wish to explore these facilities to see if they could be useful in their environment.

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Extract from the Microsoft site:https://mbs.microsoft.com/

The Permissions contain information about which objects (table data) each role can access within the database and the Roles equals Role Centers (User Profiles) in Microsoft Dynamics NAV 2009 Role Tailored Client.

What is the definition of Sample in this context?

The Permissions for Sample Roles covers:

• The core version (WW1) of Microsoft Dynamics NAV 2009
• Selected Role Centers
• Selected tasks in the Role Center
  And therefore the following issues must be taken into consideration when planning the setup of the security system:
• The Permissions for Sample Roles are not a final setup of security system, and additional work is needed to meet the customer’s requirements
• The user will experience permissions errors if only the Permissions for Sample Roles are used to the setup of the security system.
• That no legal or other agreements concerning the set up of the Microsoft Dynamics NAV Security System must be based on the Permissions for Sample Roles, such agreements must only be based on actual findings.

IMPORTANT NOTICE TO CUSTOMERS We recommend that you contact your Microsoft Dynamics Partner before installing service packs or hot fixes. It is important to verify that your environment is compatible with the service pack(s), hot fix(es), or download(s) being installed. A service pack, hot fix, or download may cause interoperability issues with customizations, and third-party products that work with your Microsoft Dynamics solution.

To download the Permission for Sample Roles for Microsoft Dynamics NAV 2009; click this file and once the Microsoft File Transfer Manager comes up, download into a separate “setup” directory on your system. Execute the file to un-zip it.

Permissions for Sample Roles for Microsoft Dynamics NAV 2009 - Executable File (256 KB) - Download from Microsoft 

https://mbs.microsoft.com/

Welcome to the Dynamics Queen’s blog.

Knowledge Is Power! The harder I study, the luckier I get!

I am a Microsoft Certified Master in Dynamics NAV and an active Microsoft Certified Trainer, training Dynamics NAV and Dynamics CRM around the world.

I am currently sitting 4 Dynamics NAV exams before 13 March 2009:

MB7-515 Financial Management, MB7-231 Relationship Management, MB7-223 Warehouse Management, MB7-638 Trade and Inventory.

How difficult did you find the exams?