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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Automatization
Microsoft Dynamics NAV (Archived)

Automatization

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Posted on by Community Member Microsoft Employee

Hi

My question develops from an idea to spend less time with manual work during boking of payments in the cash receipt journal. Though I can easily get all invoice numbers that are i NAV in an excel document my plan where to paste that in the field Applies-to Doc. No. When I tried this I got the system to get every information connected to those invoices except for the amount that were connected too every invoice. Are there any way to get around this issue with out having to press the invoice number and get to the "apply customer entries" and select and press ok on every specific invoice?

Best regards
rswe

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  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Automatization

    You need to ask a developer for changing this property on that object or you can do by yourself by going on NAV Development Environment, open the page you want in design mode (you can read the page id by clicking on the Help/Page information button in NAV), select a blank line and click Properties.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automatization

    My few months with this system consists of only basic accounting in the dayily works and learnt from just trail and error to do it. Therefore my lack of understanding with your probably good but to short explanations for me what I can do. Is the already created "cash receipt journals" to be accounted as a page? If so were do I find the property for an already created page? Or is this something that include making a completly new page?

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Automatization

    This is a property related to PAGES and not table. It's a property that involves the UI.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automatization

    Hi rswe,

    You can find this property (Save Value) only in pages not in table level.

    Thank you

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automatization

    I meant from no to yes of course....

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automatization

    Perfect with a picture, but were in Nav can I find this "table" and change from yes to no?

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Automatization

    The property is this:

    101215_5F00_1907_5F00_SaveValuesd1.png

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automatization

    Hi again

    I´m sorry but I can´t find what you state above, nowhere in the cash receipt journal can i find setvalues property, checked if I a column had that name. I also tried the search function with this words and "property value" and i got no hit. I check my user card, user personalization card and user setup also. Your instruction and the the msdn instruction msdn.microsoft.com/.../dd338823(v=nav.80).aspx it seems so simple but I can´t find where. Could you please possible give me a more detailed instruction?

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Automatization

    Set the SaveValues property of your page to Yes and your selections will be remembered.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automatization

    Hi Stefano, thanks for your response. My knowledge is very basic for this system so I can´t yet confirm though I don´t know how and were this should been done. But I will save this and see if it could help me in the future. But another, hopefully more basic question, where can I change the setting so if a chose a specific account, exampel 1945 from my chart of accounts in the cash receipt journal. So it will always have a preset currency and I don´t have to fill that in with every time?

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