Reporting data setup tool in Microsoft Dynamics NAV 2017

Reporting data setup tool in Microsoft Dynamics NAV 2017

Hi All,

    Today, I came with amazing article in NAV 2017 i.e. "Reporting data setup tool in NAV 2017".

First of all, I would like to say thanks to NAV developers to add the amazing data setup tool.

Technology

    Microsoft Dynamics NAV 2017

Demo preset configuration

    This script was written to support Microsoft Dynamics NAV 2017. To run this demonstration, ensure that a demo site has been created, is up and running and that you have logged on. 

Login information: 

• Domain: The Nail Superstore

• User: Binesh

• Password: Pass@word1

Demo instructions

    The demonstration scenarios assume that you have created a new company using the ‘The Nail Superstore’ functionality using the Dynamics NAV 2017 settings. This functionality will not be available in the Cronus sample companies.

The demonstrations scenarios build on each other.

Demo data preparation

    For demo purpose use Business Manager.  This will be the default role when the site is provisioned.

Scenarios

   Demo 1 – Binesh creates a new reporting data set 

   Binesh chooses to create a new data set from the customer list page data

   Demo 2 – Binesh edits an existing reporting data set

   Binesh chooses to edit an existing data set that he was created in order to make a simple change [This Demo i update later].

   Demo 3 – Binesh creates a new reporting data set from a copy of an existing data set 

   Binesh chooses to create a new data set based on a copy of an existing data set [This Demo i update later].

Demo 1 – Binesh creates a new reporting data set

Demo story: Binesh want to view refreshable customer data in Excel

To achieve this follow the bellow steps:

Step 1: Open Dynamics NAV 2017.

Step 2: In search box in the upper right side, enter 'Assisted Setup' and select the related link [See the bellow screenshot].

Step 3: Select the ‘Setup Reporting Data’ option from Assisted Setup [See the bellow screenshot].

Step 4: Select ‘Next’ after the welcome page [See the bellow screenshot].

Step 5: From the drop down, select ’Create a new data set’ and select ’Next’ [See the bellow screenshot].

Step 6: Enter a name for your data set ‘Customers’ [See the bellow screenshot].

Step 7: Select a data source ID.  The Data Source Name will automatically appear once the ID is selected. ID = 22 [See the bellow screenshot].

Step 8: Make sure a data source type; ’Page’ [See the Upper screenshot].

Step 9: Select 4 fields that you want to include in your data set
 No., Name, Country_Region_Code, Phone_No, Contact, Balance_LCY, Balance_Due_LCY, Sales_LCY

 [See the bellow screenshot]. And Select the ’Add Filters’ button

Step 10: In the ’Edit-Filter Page’, add a filter to one of the fields you selected and click ’OK’ [See the bellow screenshot].

Step 11: Select ’Publish’ [See the bellow screenshot].

Step 12: Select the ‘Open in Excel’ button. [See the bellow screenshot].

Step 13: Once you clicked on Excel Button,  spreadsheet downloading is start. [See the bellow screenshot].

Step 14: The fields and data, based in filter applied, should appear in the spreadsheet.

Step 15: Once you tested your data or download is complete then click on finish button. [See the bellow screenshot].

Conclusion
This set of demonstrations has presented the Reporting Data Setup feature for Microsoft Dynamics NAV 2017, which helps business people better analyze the financial performance of their business. The Reporting Data Setup feature provides the following benefits:
• Create an OData end point for any page or query in Dynamics NAV 2017
• Leverage the OData end points in Power BI, Excel, PowerApps, and Microsoft Flow
• Existing Web Services security is used

References:

               mbspartner source [download ppt]
Note:   Some content is copied from mbspartner source.

Item Unit Price Change Approval Workflow in NAV 2017

Item Unit Price Change Approval Workflow in NAV 2017

Hi All,

    Today, I came with amazing article in NAV 2017 i.e. Setup workflow using Wizard.

First of all, I would like to say thanks to NAV developers to add the amazing workflow templates.

The new templates are:   

Ø Vendor Approval Workflow.

Ø Item Approval Workflow.

Ø Item Unit Price Change Approval Workflow.

See the bellow screenshot for better understanding.

For Custom Workflow Click Me.

Walkthrough: Implementing Workflow Events and Responses

Introduction

Microsoft Dynamics NAV Workflows enable you to model real-life business processes like best practices or industry-standard practices. Ensuring a customer’s credit limit has been independently verified or requiring a two-person approval for a significant vendor payment are both examples of these.  Workflow can be thought of as the movement of documents or tasks through a work process. Workflows in Dynamics NAV focus on three main building blocks and almost any workflow process, short or long, is likely to be comprised of steps related to these three blocks.  They are:

·         Approval, approval leaves a work task, item or document in an blocked or unapproved state until approved by a suitable person in your organization

·         Notification, notifications tell users that something has happened and/or that they need to take some kind of action

·         Process automation, process automation means executing a process routine and have the Dynamics NAV system calculate something or perform an action

The workflows in Dynamics NAV are represented by Workflow Events and Responses.  The smallest workflow is the pairing of a single Event and a Response.  Simple workflows could be

·         When a new customer is created, email the sales person responsible for that region to alert them to the new customer.

·         When a new vendor is created, email the purchaser person responsible for that region to alert them to the new vendor.

·         When a purchase invoice exceeds $250, email the financial controller to alert them

More complex workflows are built of chains of events and responses.  Examples could be

·         When a Purchase Invoice exceeds $250, put the purchase invoice on hold until it is approved by a manager.

·         When new customers are created, block them until they have had a credit check performed.

·         Once a purchase document has been approved by the accounting manager, automatically post it to the Dynamics NAV system.

Note: in all the examples above, you can see a “when something happens, do something” pattern.  This is the “Event and Response” model and is the simple but effective design behind Dynamics NAV workflows.

Events and Workflow Events

Perhaps confusingly, Dynamics NAV 2016 introduces two new event concepts.  Events and Workflow events.  The two are distinct but often coupled together to build solutions.  Dynamics NAV Events allow you to write code which will be called when an event occurs – this is called subscribing to an event.  An example could be to subscribe to the OnCreate trigger for a table and writing code which will be called whenever a new record is created.

Workflow Events typically use Platform Events as their trigger, but are richer.  Workflow events are registered in the workflow engine and show up in the workflow designer.  Microsoft recommends that Workflow events be written at a higher level of abstraction than Platform Events, for example while OnCreateNewCustomerRecord makes a suitable platform event, a good workflow event could be AfterOverduePaymentIsPosted.

Scenarios

Demo 1 - Enable the workflow & response in the NAV system

The scenario of this part of the demo script is to show managing workflow events & responses from a Dynamics NAV system to build a workflow.  This task is typically performed by super users.

AIM:    Create an Item Unit Price Change Approval Workflow.

Demo 1 — Enable the workflow event in the NAV system

Managing workflow events from a Dynamics NAV system.

An entire workflow is comprised of binding a Workflow Event and a Response together and then enabling it.

This Setup can be done from Workflows, or Workflows Templates, Item List….

In My demo, I used Item List page to create Item Unit Price Change Approval Workflow.

Follow the bellow steps to achieve.

Ø  Open the web client, Navigate the Item List Page, Click on Action Tab, Click on Workflow dropdown Menu and then click on Create Approval Workflow.

Ø  ITEM APPROVAL WORKFLOW SETUP page will display, See the bellow screenshot.

Ø  Click on NEXT button, and follow the wizard.

Ø  And choose the Approver user ID.

Ø  Choose when the workflow start.

See the bellow screenshot for better understanding.

Ø  Click on NEXT button, and follow the wizard.

Ø  And choose the Item Table Field.

Ø  Choose when the workflow start.

Ø  Specify the message to display when the workflow starts.

See the bellow screenshot for better understanding.

Ø  Click on NEXT button, you will get final wizard then click on finish button.

See the bellow screenshot for better understanding.

Testing Workflow

Ø  Open the Web client with different User ID for better response.

Ø  Navigate the Item List page, Select the Item 1000, Edit this Item and change the Unit price 4000 to 4050.

Ø  Once you made changes you will get a notification like: The item unit price change was sent for approval.

Ø  Click on OK button.

See the bellow screenshot.

Ø  Now login with Approver User ID, you will get an Approval Request, See the Approvals Cue.

Ø  Click on Approvals Cue box, you will get a REQUESTS TO APPROVE page, now you can approve, Reject, Delegate, Open Record….  See the bellow screenshot.

Vendor Approval Workflows added in NAV 2017

New Workflows added in NAV 2017

Hi All,

    Today i came with amazing article in NAV 2017.

First of all, I would like to say thanks to NAV developers to add the amazing workflow templates.

Guys, I don’t know about you but earlier I developed one Item Approval workflow in NAV 2016 for production, and I know the cost, but now it’s a standard functionality added by NAV itself, and that's why i would like to share with you all.

The new templates are:

Ø Vendor Approval Workflow.

Ø Item Approval Workflow.

Ø Item Unit Price Change Approval Workflow.

See the bellow screenshot for better understanding.

For Custom Workflow Click Me.

Walkthrough: Implementing Workflow Events and Responses

Introduction

Microsoft Dynamics NAV Workflows enable you to model real-life business processes like best practices or industry-standard practices. Ensuring a customer’s credit limit has been independently verified or requiring a two-person approval for a significant vendor payment are both examples of these.  Workflow can be thought of as the movement of documents or tasks through a work process. Workflows in Dynamics NAV focus on three main building blocks and almost any workflow process, short or long, is likely to be comprised of steps related to these three blocks.  They are:

·         Approval, approval leaves a work task, item or document in an blocked or unapproved state until approved by a suitable person in your organization

·         Notification, notifications tell users that something has happened and/or that they need to take some kind of action

·         Process automation, process automation means executing a process routine and have the Dynamics NAV system calculate something or perform an action

The workflows in Dynamics NAV are represented by Workflow Events and Responses.  The smallest workflow is the pairing of a single Event and a Response.  Simple workflows could be

·         When a new customer is created, email the sales person responsible for that region to alert them to the new customer.

·         When a new vendor is created, email the purchaser person responsible for that region to alert them to the new vendor.

·         When a purchase invoice exceeds $250, email the financial controller to alert them

More complex workflows are built of chains of events and responses.  Examples could be

·         When a Purchase Invoice exceeds $250, put the purchase invoice on hold until it is approved by a manager.

·         When new customers are created, block them until they have had a credit check performed.

·         Once a purchase document has been approved by the accounting manager, automatically post it to the Dynamics NAV system.

Note: in all the examples above, you can see a “when something happens, do something” pattern.  This is the “Event and Response” model and is the simple but effective design behind Dynamics NAV workflows.

Events and Workflow Events

Perhaps confusingly, Dynamics NAV 2016 introduces two new event concepts.  Events and Workflow events.  The two are distinct but often coupled together to build solutions.  Dynamics NAV Events allow you to write code which will be called when an event occurs – this is called subscribing to an event.  An example could be to subscribe to the OnCreate trigger for a table and writing code which will be called whenever a new record is created.

Workflow Events typically use Platform Events as their trigger, but are richer.  Workflow events are registered in the workflow engine and show up in the workflow designer.  Microsoft recommends that Workflow events be written at a higher level of abstraction than Platform Events, for example while OnCreateNewCustomerRecord makes a suitable platform event, a good workflow event could be AfterOverduePaymentIsPosted.

Scenarios

Demo 1 - Enable the workflow & response in the NAV system

The scenario of this part of the demo script is to show managing workflow events & responses from a Dynamics NAV system to build a workflow.  This task is typically performed by super users.

AIM:    Create a workflow from Workflow template for Vendor creation.

Demo 1 — Enable the workflow event in the NAV system

Managing workflow events from a Dynamics NAV system.  An entire workflow is comprised of binding a Workflow Event and a Response together and then enabling it.

This Setup can be done from Workflows, or Workflows Templates.

In My demo, I used workflows.

Follow the bellow steps to achieve earlier aim.

Ø  Create users, [See the bellow screenshot for better understanding].

Ø  Create Approval User Setup and Notification Setup, [See the bellow screenshot for better understanding].

Note:            You have to also setup SMTP mail setup for sending Mail.

                     In NAV 2017 NAS/Job queue must be start from services, unlike NAV 2016.

Ø Type workflows in search box and select the relevant link, Click the “New Workflow from Template” action from Home Tab under New Group.

Ø  A Workflow Template Dialog Box will appear, now expand the “Purchase and Payables” Category and select the “Vendor Approval Workflow”, [See the bellow screenshot for better understanding].

Ø  Now MS-VENDAPW-01 Vendor Approval Workflow window will display, now you can give your condition but in my case I didn’t give because I need whenever a vendor will be created by SATYANARAYNA user that time I need a notification to BINESH.SINGH for Approval the Vendor.

Ø  Make enabled true to run the workflow, See the bellow screenshot for better understanding.

Ø  Once the workflow created and enabled it looks like

Ø  Testing the workflow: Login with SATYANARAYANA.V user and create a new vendor, send the Approval request.

Now See the bellow screenshot for Approval request got the BINESH.SINGH User.

Now he can able to Approve, Reject, Delegate also he can see the Record by clicking the Open Record.

Ø  I already setup for emailing also for user BINESH.SINGH, So he got mail, See the bellow screenshot for better understanding.