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From the Microsoft Dynamics NAV Blogs: Account categories; Workflow usage; Improving errors; Extension generation

by Linda Rosencrance
Contributing Writer, MSDW

From this week's Microsoft Dynamics NAV blogs:

  • How to Use G/L Account Categories in Microsoft Dynamics NAV 2017
  • Using Workflow in Microsoft Dynamics NAV
  • Improving NAV Errors
  • Dynamics NAV How To: 5 Easy Steps to Generate Your First NAV Extension

How to Use G/L Account Categories in Microsoft Dynamics NAV 2017

On the Evolution Business Systems blog, Daniel Argus wrote that the concept of general ledger (G/L) account categories has been introduced in Microsoft Dynamics NAV 2017.  It offers an extra layer of categorizing G/L accounts, he explained.

In the past, Argus said that each G/L account was identified as an income statement account or a balance sheet. Then your chart of accounts grouping would give you the layout for reporting:

In NAV 2017 using account categories, you can assign to the G/L account level, regardless of the begin and end total accounts ranges. For example, grouping together any operating and non-operating expenses.

You can read more about how to use G/L account categories in Dynamics NAV 2017 here.

Using Workflow in Microsoft Dynamics NAV

On the Fenwick Software blog Jack Zhang wrote that the workflow module that debuted in Dynamics NAV 2016 enables users to build instructions for automated commands. This is useful if you want to automate processes such as notifications, approvals, etc.

A workflow executes an action when an event occurs. The basic building blocks of workflows are:

  • Event - what needs to trigger to activate the workflow

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About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.