Microsoft Dynamics NAV now uses the telephone client that is the default provider on the computer running the RoleTailored client. The call-to functionality is available from pages with phone number fields, such as on the Contacts page or the Customer page.
You can use filters on lines of any page. For example, in a Sales Order document, on a sales line, press Shift+F3, or choose Add Filter, select the field that you want to filter, and then type a value to filter in the Type to filter box.
You can share a link to any page with another user who has Microsoft Dynamics NAV installed. That user can open the link in Microsoft Word, Outlook, or OneNote. For example, on the Actions menu of a card or list, choose Copy Link to Page. Open an email message in Microsoft Outlook, and then paste the link in the body of the message. Send the email message that contains the link to another user. When the user clicks the link, the page opens in Microsoft Dynamics NAV.
Financial Management: G/L Entry Table Locking Redesign
The G/L Entry table is not locked at the start of sales, purchase, and service posting. The table remains unlocked until a lock is needed. This can improve performance in multiuser environments.
Financial Management: Dimension Entry Storing and Posting Redesign
A new Dimension Set Entry table has been added. Instead of explicitly storing each dimension value in the database, a dimension set ID is assigned to the journal line, document header, or document line to specify the dimension set. Dimension sets are stored in the table as dimension set entries with the same dimension set ID. By storing dimension sets once in the database, database space is preserved, and overall performance is improved.
Inventory movement is a new warehouse activity document that is used to move items to and from internal departments, such as production and service departments, where posting of the items happens as consumption, shipment, or other.
Inventory movements resemble existing inventory picks and inventory put-aways, but they differ in the following ways:
- Each inventory movement includes both a pick and a put-away, which are represented by a take line and a place line.
- Inventory movements cannot be posted. They can only be registered as warehouse entries. However, the related source document is updated when an inventory movement is registered.
- Inventory movements can be made without a source document through an internal movement.
When you assemble an item to a sales order right before shipping it in basic warehouse installations, then an inventory movement is automatically created to move the components to the assembly area. This happens when the inventory pick for the assemble-to-order item is posted as sold, assembled, and shipped. For more information, see Inventory Pick. For information about the same process in advanced warehouse installations, see Warehouse Shipment.
Warehouse Management: Dedicated Bins
To manage the flow of items in and out of an internal operation area, you can set up locations or machine and work centers with a default bin structure that communicates to warehouse workers where to place components for a particular operation.
Although the items are placed in bins in internal operation areas, they are still part of availability until consumed. To secure bin content for the particular machine center where they have been placed, such as avoiding that they are consumed by another internal resource, you can set the bin to Dedicated, which makes it unavailable to other resources.
Making a bin dedicated provides similar functionality to using bin types, which is only available in advanced warehousing.
Warehouse Management: Integration to Service Orders
Service lines, like other outbound document lines, can function as source document lines for picking to shipment. After a service line is released to shipment, the warehouse handling involved in picking and then shipment posting the service order follows the same flow as for other source documents. For more information, see How to: Prepare Service Line Items for Warehouse Handling.
Inventory: Item Availability Views
To supplement the existing views of item availability, three new availability windows have been added.
- Item Availability by Event
- Item Availability by Timeline
- Item Availability by BOM Level
The Item Availability by Event window shows projected inventory figures by demand or supply event. The window only has information about the dates when figures change because of an event. You can filter the Item Availability by Event window to also include forecasted figures and planning suggestions. For more information, see Item Availability by Event.
The Item Availability by Timeline window provides a graphical view of an item’s projected inventory based on future supply and demand events, including planning suggestions. The result is a graphical representation of the inventory profile. For more information, see Item Availability by Timeline. You can change the quantity and due date of suggested supply orders by drag and drop in the graphical view and then save the changes to the planning worksheet. For more information, see How to: Modify Planning Suggestions in a Graphical View.
The Item Availability by BOM Level window provides availability figures for bills of material that tell you how many units of a parent you can make based on the availability of child items at lower levels. Any item that has a BOM structure, assembly BOM or production BOM, is shown in the window as a collapsible line, which you can expand to see the underlying components and any lower-level subassemblies with their own collapsed BOM structure. For more information, see Item Availability by BOM Level.
With the three new overview windows, you now have a total of six different ways to analyze an item’s availability. You can access all six from item cards and from document lines and worksheet lines for the item by clicking Item Availability By, and then selecting the option in question.
Supply Planning: Planning Parameters
To obtain a rational supply plan, a planner adjusts planning parameters to limit rescheduling suggestions, to accumulate demand (dynamic reorder quantity), and to avoid insignificant planning actions.
Five new reorder period fields have been added to the item card planning parameters to help optimize when and how much to reorder.
For more information, see the following field topics:
- Time Bucket
- Rescheduling Period
- Lot Accumulation Period
- Dampener Period
- Overflow Level
One new reorder quantity field has been added to the item card planning parameters to help optimize how much to reorder. For more information, see Dampener Quantity.
Two new global setup fields have been added to the Manufacturing Setup window to determine how to reorder when item cards do not have a specific planning parameter.
Supply Planning: Calculate and Carry Out
Items on planning lines with warnings typically do not respect the planning parameters. Now, you can define on the Calculate Plan request pages of the planning worksheet and the requisition worksheet that you want certain planning parameters to apply even though the planning line has an exception warning. For more information, see the new option descriptions in Calculate Plan - Plan. Wksh. and Calculate Plan - Req. Wksh., respectively.
When you carry out multiple transfer orders from the Planning Worksheet window that have the same transfer-from and transfer-to codes, then you can select the Combine Transfer Orders option to create only one transfer order. The result is the same as the default behavior when creating transfer orders planned in the Req. Worksheet window.
New Keyboard Shortcuts
With the introduction of the ribbon, some new keyboard shortcuts have been added.
||Toggle between collapsing and expanding the ribbon.
||Display access keys in the ribbon.
||Toggle between hiding and displaying FactBoxes.
||Move to the main window.
||Move to the Role Center from a task page.
||Optimize space for the current page.
Deprecated Features in Microsoft Dynamics NAV
The following table lists features that have been removed from Microsoft Dynamics NAV. In certain instances, a replacement technology is provided.
|Microsoft Dynamics NAV product area
||Microsoft Dynamics Mobile
||Microsoft Dynamics NAV Employee Portal
||Microsoft Dynamics NAV Portal Framework for Microsoft SharePoint 2010
||Rapid Implementation Methodology Toolkit
||RapidStart Services for Microsoft Dynamics NAV