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From the Microsoft Dynamics NAV Blogs: Item transfer; Custom cue; Certificates of supply; Approval workflow

by Linda Rosencrance
Contributing Writer, MSDW

From this week's Microsoft Dynamics NAV blogs:

  • Item Transfer in Dynamics NAV
  • Procedure to Create a Custom Cue Based on a Query and a Normal Field in Dynamics NAV
  • Certificates of Supply in NAV
  • Approval Workflow Setup and Process in Microsoft Dynamics NAV 2017

Item Transfer in Dynamics NAV

On his Dynamics NAV Essentials blog, Mahmoud M. AlSaadi wrote that transferring items from one site to another when you're working with inventory is a common business requirement.

In Microsoft Dynamics NAV, you can do this in two different ways, each of which fulfills a specific business need, he wrote.

Inventory transfer order is one easy way to transfer items from one site to another, according to AlSaadi. However, the transfer order must be done from one location to another through an In-Transit location, which is sometimes not physically involved.

You can read about the advantages and disadvantages to this process and find out about an easier way to transfer items using the General Ledger Journal here.

Procedure to Create a Custom Cue Based on a Query and a Normal Field in Dynamics NAV

On Tina Menezes' Blogs, Menezes wrote that tiles called Cues are created in Dynamics NAV to show a visual representation of the aggregated data in the NAV client.

Because cues are pretty user-friendly, they help users quickly get details of aggregated data such as the total number of open sales orders, and the total number of customers with a particular status, Menezes wrote.

You can add cues to any standard role center page, such as business manager ...

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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.