A series of user guides to Microsoft Dynamics NAV. These free resources detail specific issues and questions brought up by our clients. If you have any questions on Microsoft Dynamics NAV you’d like addressed by NAVGuides let us know at enquiries@metaphorix.co.uk

How to: Delete Companies NAV 2013 R2

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How to: Delete Companies NAV 2013 R2Firstly; we recommend that you make a backup before you delete the company. This can be stored as a read only file and even zipped in order to save space.In addition to this, before deleting…

How to: Create a New Company NAV 2013 R2

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How to: Create a Company NAV 2013 R2To create a company in Microsoft Dynamics NAV Windows client or Microsoft Dynamics NAV Web client1.       In Microsoft Dynamics NAV, in the Search box, enter…

NAV 2013 R2 Creating Cash Flow Forecasts

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Setting up a Cash Flow Forecast CardTo calculate a cash of your company on January 31st 2015; firstly you will need to set the work date to 31/01/15.Select Set Work DateSet the work date in the window that opensThe…

NAV 2013 R2 Cash Flow Setup

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Cash FlowsUnderstanding cash inflows and outflows is the key to running a successful business. You can use cash flow to easily create a short-term forecast that predicts how and when you expect money to be received and paid out by your business.Cash…

Navision 2013 R2 Upload a Licence

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Upload a Licence to Navision To upload a licence to NAV; it will be necessary to open the Development Environment as this action will not be possible within the Role Tailored view.Upload the licence by selecting:…

NAV 2013 R2 Import Objects

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Import New ObjectsIt is not possible to import objects to NAV 2013 R2 through the role tailored view, as such, it is necessary to open the Development version of R2 before uploading modifications to the system.Open the development…

How to Create a User in NAV 2013 R2

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Set Up User and User RightsNAV allows companies to limit users to only view information that pertains directly to their job role. There are a variety of different permissions that a user may be granted dependent on the type of tasks that…

Depreciation Book Set up NAV 2009

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Depreciation BooksThe Fixed Assets must have a Depreciation Book, to record depreciations to the fixed assets.The Depreciation Books must be set up on the Depreciation Book Card.To open the Depreciation Book Card,…

Fixed Assets Setup NAV 2009

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IntroductionMicrosoft Dynamics NAV 2009 Fixed Assets Provides a fully integrated Fixed Asset management functionality. This functionality helps a company to keep track of all information relevant to Fixed Assets, such as maintenance costs…

Close Income Statement Batch Job NAV 2009

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The purpose of the closing entry is to bring the temporary journal account balances to zero for the next accounting period, which aids in keeping accounts reconciled.To conduct a Close Income Statement Batch Job in NAV 2009 and will…