Hi, is there a quick way for me to find all active vendors and customers I have?
Ak
Also, how many active fixed assets?
Also, Annual count of Supplier Invoices and Annual Customer Invoices?
Thanks for your help.
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Hi Raokman,
User to user, the data mining would be different depending on the need and situation and hence, all of them may not come in a standard product.
Could you tell me which is the Vendor Balance report you are referring to?
Best Regards,
MMV
Hi Marley,
Did you get your Anunual Figures?
Hi Raokman,
Microsoft Excel has tremendous capabilities such as Formula, Chart, Power Pivot, Slicer, and Condition Format … help users build stunning dashboards and reports. Therefore, we decided to push data to Excel.
System cannot contain everything, I have no idea why this isn't just part of NAV. And because of this, at least users have my tool to archive their business report requirement themselves. However, Microsoft are integrating them (query, chart, dashboard, tablet, ...) gradually.
For your filter problems (they are really strange for me and I'm interested to check), you should have your Software Supplier check and solve them.
can't access youtube here. I'll try later, elsewhere. Thanks.
But I still don't understand why this isn' t just part of NAV. Why is everything pushed out to Excel or some other platform? I'm used to an all-in-one solution, not a jury-rigged pile of components.
And why don't the filters work in the NAV report of Vendor Balances? Why do $0.00 balances show up with a GREATER THAN filter set? I have other issues with that report as well, especially if its only good for one day reporting...we get a lot of credit memoes flowing through, why is there a dollar filter required at all, it should be optional, otherwise we're forever putting in 'GREATER THAN -9999999999.99' to pick up credit balances.
Hi Raokman,
My tool is "query built into NAV that helped with table/field selections and joins". All my tools are end-users oriented (use User Interface without programming). Please take a look at my video on YouTube, from 3:25. These requirements can be done within 5 minutes by end-users (they should know needed tables and fields).
It would be advantageous to users if there was a query-wizard built into NAV that helped with table/file selections and joins.
There's this handy-dandy Vendor Purchase list that would satisfy most auditors...IF (<<<big if), it just had an invoice count field (and if it allowed for a date RANGE instead of specific dates...or maybe I'm just not formatting the date filter correctly). Though I think I just don't understand the concept of filters in NAV, because even though the dollar filter is set to GREATER THAN $0.00, and it says so at the top of the report, I still get a hundred pages of vendors with $0.00 amounts???
Just to make this more complex for us, our export for annual transactions would exceed Excel's 1,000,000 row limit, so I guess we'd do this in quarterly segments.
It's basic, sooooo close, but just not there. Every audited company in the US probably needs this, but it's just not there. The story of NAV so far.
Thanks
Hi Raokman,
Yes, some business requirements are difficult for end-users because they are not available in system (of course system cannot contain everything :-)
If you are end-users, you can export data to Excel and count as Aleksandar mentioned. It is advantage for end-users if they can do query.
@Raokman - You can export Posted Sales Invoices for example to Excel. Then, you can make a pivot and get all this information.
Sell-to Customer to Row, and Amount to Values. You have total sales amount. Then, you can change Amount field settings to Count or to Average.
The same situation is for purchase,invoice.
For yearend audit purposes, we need to provide a list of customers and vendors with the total purchases and sales for each, dollars and count of invoices. The auditors then sort (rank) these customers and vendors and use the information in auditing transactions and sending out confirmations. They use the count of invoices to get average invoice transaction value; it is also needed in their auditing software as a parameter to determine which transactions should be audited, and to what extent.
How can I, as a poor simple user, not a programmer or query writer, obtain that information for our auditors?
Hi Marley,
- Find all active vendors and customers: you can filter on vendor, customer list (maybe your requirement is Blocked field) and Save View As ... for quick access.
- How many active fixed assets: please provide more detail, Inactive, Blocked, Book Value, Disposal?
- Annual count of Supplier Invoices and Annual Customer Invoices: you can use Query.
Or you can refer to my Query and Excel Report tool at Mibuso, all information in one shoot, detail or summary.
What you mean as "active" vendor, customers or FA?
Also, what version of NAV you use?
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