Microsoft Dynamics NAV Modification Listing
| Granule | Modification # | Description | Usage | Cost
|
| Purchasing | PS2010-02 | Email Purchase Order | User can email a purchase order that is the exact report and not the HTML version. On the top of the Purchase Order screen there is an action button that will take the user to Outlook where the recipients email can be entered. | $1,800.00 |
| Purchasing | PS2010-08 | Add the field “Vendor Name” to the Requisition Worksheet & Planning Worksheet. | Provides additional information in planning. | $250.00 |
| Purchasing | PS2010-09 | Automatically Archive Purchase Orders. | When the Purchase Order is Released, it is automatically archived. This will happen each time. Insures that all Purchase Orders are archived. | $250.00 |
| Purchasing | PS2010-24 | Cross Reference modified for AVL No. | Allows situations where the users have an AVL No., that replaces the Item Cross Reference No, which is no longer required. Used in conjunction with the Production mods. | $500.00 |
Purchasing Sales |
PS2010-27 | Automatic insertion of line on Purchase or Sales Order | Allows user to enter repetitious lines on Purchase or Sales orders by specifying the no. of lines required after entering a line. New lines will allow the same functionality. User must enter the Receipt or Shipment dates on each line. | $500.00 |
| Purchasing | PS2010-36 | New report that details PO Receipts. | Advance receipts on Purchase Orders are displayed and the date of that receipt on all items on Purchase Orders. Normal NAV filters. | $500.00 |
Purchasing Production |
PS2010-45 | AVL (Approved Vendor List) report. | When user have established an AVL (Approved Vendor List) then this report will provide a listing of those items. The report should be added to the appropriate RTC page. | $500.00 |
| Purchasing | PS2010-51 | Create Purchase Order Version. | With this mod, users can change Purchase Orders and create a Version No., prior to the PO being archived. | $450.00 |
| Purchasing | PS2010-60 | Time Stamped Posted Purchase Receipts | With this mod, the Posted Purchase Receipt will be time stamped. | $300.00 |
| Purchasing | PS2010-63 | Vendor Invoice No.’s that are longer than 20 length. | Users will be able to input Vendor Invoice No’.s long than the standard 20 length to the following Tables: |
$600.00 |
| Purchasing | PS2010-39 | PO Receipts that have been paid. | This report allows users the visibility of which PO Receipts have been paid to the individual Vendor. | $400.00 |
Purchasing |
PS2010-64 |
Remove Validation on PO Type Field | This allows users to make changes to the PO line (change Item No.), | $650.00 |
| Purchasing | KSCM2010-04 | Remove validation on Purchase Invoices and Purchase Credit Memos. | Users will be able to make changes on the data fields without losing descriptions, dimensions, etc. | $500.00 |
| Purchasing | KSCM2010-05 | Budget data t0 include Jobs & Tasks. | This modification will allow users the ability to create a standard NAV 2009 budget, export to a new format Excel Worksheet and import revised G/L data and Job & Task data. Standard NAV does not provide that. | $2,000.00 |
| Purchasing | KSCM2010-14 | Posting Multi Description Lines to the ledgers | This modification will post individual Purchase Invoice Lines to the G/L. Standard NAV does not provide that. | $300.00 |
| Purchasing | KSCM2010-28 | Add additional Dimension fields to lines in Purchase Invoices and Purchase Credit Memos. | This mod allows users to enter more than the 8 (eight) shortcut dimensions on the document lines. | $400.00 |
| Purchasing | KSCM2009-02 | Adding FA and Job lines to Purchase Invoices | This modification allows the user to add both an FA No. (from Line type) and Job No. on the same line for posting. Standard NAV 2009 does not allow this. | $400.00 |
| Purchasing | PS2010-42 | Open PO Report Preset Filters | This modification creates a Po Report with the following filters; Quantity to Receive >0 (More than zero) & Expected Receipt Date to include all purchase order lines from today’s date (work Date) plus 14 working days. | $300.00 |
| Inventory | PS2010-46 | Model No./SN Prefix Report | This report, when combined with the Model No. and S/N mods will provide the users a combined report. | $400.00 |
| Inventory | PS2010-04 | Add USERID to Inventory Journal Lines | This mod will automatically post the USERID on all Item, Physical Inventory and Item Revaluation Journals and will carry this to the various ledgers. The field will be uneditable and will be on all journals, regardless of batch names. | $150.00 |
| Inventory | PS2010-15 | Add Revision No. to the Item Card. | This mod allows the users the capability to add a Revision No. on the Item Card that will be displayed on the BOM line. This Revision No. is stored in new, custom table. | $500.00 |
Inventory |
PS2010-21 | Item Revision Level & Critical Part Indication |
This modification covers the addition of a new table to control the revision letters, modifications to the Item Card & Production BOM and Purchase Order Line. It also covers the addition of the BOM Critical identification on the Item Card and also specifies the addition of the Item Revision Code to a number of reports. This document is a very extensive one and also references (-23) add Description Field to BOM Component Line, (-40) Verify Item No. Revision is the latest when copying a doc to a new PO, (-23) Approved AVL List, (-41) Display Model on Item Card, (-56) Update Item descriptions to BOMS, (-57) Current BOM Revisions on BOM versions | $2,000.00 |
| Production | PS2010-21 | Item Revision Level and Critical Indication | Testing instructions. | |
| Inventory | PS2010-22A | Expand Item Description Field (Tables & Forms) | This mod allows the expansion of all Tables and Forms Item Description field from 30 to 60 characters. | $1,500.00 |
| Inventory | PS2010-22B | Expand Item Description Field (Reports) | This mod allows the expansion of all Reports where the Item Description field from 30 to 60 characters. | $1,500.00 |
| Inventory | PS2010-41 | Display Model No. on Item Card | This modification details the addition of the Model No. on the Item Card and the “mandatory” entry of the Model No. , Production Identification and Item Tracking Code. | $400.00 |
| Inventory | PS2010-56 | Update Item Descriptions to BOMS | This modification allows the user to modify the description on an item card and them update the BOM line(s) with the same revised description. | $350.00 |
| Production | PS2010-44 | Multi BOM Selected by date | This modification allows users to produce a Multi Bom Report based on a certain date in order to review the REV CODE in effect for the components on that date. The date can be any date prior to the work date of the system. | $400.00 |
| Production | PS2010-23 | Add Description Field to BOM Component Lin | Modification allows users to add a BOM designation (R1, R2, etc.) that reflects the usage of the component on the BOM component line. | $400.00 |
| Production | PS2010-30 | Date Selection on Production BOM Report | This report will provide visibility for the user to determine what revisions have been placed on a Component so the user will order the correct component. | $350.00 |
| Production | PS2010-43 | Production BOM Selected by Date | This report will produce a custom report based on a certain date in order to review the REV CODE in effect for the components in that date. This is not the same as -44. | $400.00 |
| Production | PS2010-57 | Current Revision on BOM Versions | This modification will update BOM versions that are created of a production BOM. In addition, if the production BOM REV Code is updated, then the code will be updated on the versions created on that BOM. | $600.00 |
| Production | PS2010-62 | BOM Purchase Pricing | This report will allow the user to obtain the pricing (Last PO Cost, known as Last Direct Cost in NAV) for a complete BOM without having to investigate a variety of sources. | $400.00 |
| Sales | PS2010-25 | Report – Display Invoice-Shipment & Sales Order No.’s. | This report will display the relationship between the Sales Invoice, Sales Shipment & Sales Order. | $400.00 |
| Sales | PS2010-35 | Mandatory Fields on Sales Order | This mod makes the following On the General Tab of the Sales Order, make the “Customer Order No.” mandatory. In addition, automatically display the “W” (Work Date) in the “Requested Delivery Date”, “Posting Date” on the General Tab and “Shipment Date” on the sales order lines. This date must populate the fields upon creation of the Sales Order, although they will be allowed to be overwritten by the user.On the Shipping Tab of the Sales Order, make the “Ship-to-code” and “Shipment Method Code” mandatory. That is to say, data must be entered in the field prior to posting or the user will see an error message. |
$350.00 |
| Sales | PS2010-53 | Sales Reporting Document | This report tracks company sales so a net of returns so that net sales are viewed | $400.00 |
| Sales | PS2010-58 | Adding Totals to Sales Invoices | This report provides the following totals for each Sales Invoice: |
$300.00 |
| Sales | PS2010-61 | Auto posting of the Work Date to the Posting Date. | This mod posts the System Work Date when a shipment is posted. | $200.00 |
| Sales | PS2010-66 | Add the Model No. Prod Identifier from Item Card to the Sales Order Line | This mod adds two new fields (Model No. and Product Identifier) on the Sales Quote, Sales Order, Sales Invoice, Sales Order Confirmation & Sales Credit Memo). | $300.00 |
| Sales | PS2010-67 | Email Sales Order Confirmation. | User can email a Sales Order Confirmation that is the exact report and not the HTML version. On the top of the Sales Order screen there is an action button that will take the user to Outlook where the recipients email can be entered. | $1,600.00 |
| Sales | PS2010-71 | SOD (Sales Order Detail) Report | This report details the following Sales Data; |
$400.00 |
| GL | PS2010-24 | Add GL Register No. to GL Line Entry |
General Ledger |
$300.00 |
| GL | PS2010-54 | Tax Reporting Report |
a. Tax Type b. Jurisdiction c. Base - $ d. Amount e. Posting Date f. Document No. |
$400.00 |
| GL-Budget | KSCM2010-01 | Add Description Field to Budget Excel Export | This modification adds the display of the budget line description when the Budget Export is completed. | $300.00 |
| GL - Budget | KSCM2010-05 | Budget Data Plus instructions |
Standard NAV does not allow the complete visibility for not only G/L budget accounts but Jobs & Tasks and the ability to modify and upload both GL Budget and Job Budget data. Currently, NAV 2009 allows the export of G/L and Job G/L data but does not allow uploading revised Job & Task budget data to Job cards. This modification will allow users the ability to create a standard NAV 2009 budget, export to a new format Excel worksheet and import revised G/L data and Job & Task data. |
$2,400.00 |
| GL – Budget | KSCM2010-06 | Budget Export (Portrait to landscape) | This modification changes the Budget Output from a Portrait to Landscape presentation. All features are maintained. | $1,800.00 |
| GL | KSCM2011-32 | Display only GL Entries that are later than the last Close. | When there are a vast quantity of GL entries, company Management may require that when users view GL Entries, only those entries that are later than the last Closing Date (Indicated with a “C” as a Prefix to the Posting Date for each GL Entry. This modification provides that capability. | $400.00 |
| GL | KSCM2009-03 | Batch Posting Security. Also instructions |
This mod will prevent the same user that created a Journal from posting the same journal. When General Journal or other Journal Batches are created, the authorized person’s USERID will be added to FORM 251, FORM 256, FORM 5628 & FORM 5629 as a non editable field. This will apply the security feature to General, FA & Payment Journals. When the user goes to Post the Batch, a check is made against the authorized USERID and if it does not match the USERID that is authorized to Post, an error message would display, indicating the user is not authorized to post the Journal Batch. All Batches would require an authorizing USERID. | $600.00 |
| Jobs | KSCM2009-27 | Display Open Jobs in Job List and on Purchase Invoice Line | Company management may create a large amount of Jobs and therefore, the Jobs List display in the RTC is quite long. In addition, Jobs are added to Purchase Invoices and Purchase Credit memos on a regular basis. There needs to be a simplified way to view Jobs and enter Status “ORDER” jobs on a Purchase Invoice or Purchase Credit line. Use will change the Status to “Completed” that will prevent display only open jobs based on filters. |
$400.00 |
| Jobs | KSCM2011-30 | Addition of Job. No Mandatory on Purchase Invoice Line | Company management may require that when a specific G/L Account No. is selected as the Line Type on a Purchase Invoice Line, the Job No & Job Task No. will become a mandatory field and the Purchase Invoice cannot be Released or Posted until those fields are completed. | $400.00 |
| Jobs | KSCM2011-31 | Addition of Job No. Mandatory on General Journal Line | This mod provides the capability that when requires that when a specific G/L Account No. is selected as the Line Type on a General Journal, the Job No & Job Task No. will become a mandatory field and the General Journal cannot be posted. In addition, when any General Journal line is created, the Journal cannot be posted unless there is a dimension added to the line. This will be controlled by adding the Dimension Value “Mandatory” to the GL Account Card. This modification also must be added to the Recurring Journal and the Intercompany Journal. |
$400.00 |
| Receivables | PS2010-55 | Posting Multiple Overpayments to Invoice | Company personnel require the ability to receive multiple payments from customers that will often result in multiple overpayments to an invoice. Currently Navision will allow overpayments but as soon as the invoice is overpaid, it will be closed. However, the overpayment is available as an “On Account” amount that can be applied to future invoices. This modification will provide the ability to post various payment amounts to different banks as amounts on the invoice due to different payment terms on the invoice per standard NAV. | $1,600.00 |
| Payables | KSCM2010-03 | Post & Pay Purchase Invoices | This modification allows the user the opportunity to both Post & Pay Purchase Invoices without creating a Payment Journal and also when the Payment Journal is selected for multiple invoices, users can either default the payment date to the Posting Date of each individual Purchase Invoice or enter a Posting date on the dialog box for all lines. |
$400.00 |
| Cash Management | KSCM2009-01 | Bank Reconciliation Posting Security Modification | Company Management may create standard Bank Reconciliations in NAV 2009. The user will create the bank reconciliation, suggest lines and perform adjustments as required. However, the Posting of the reconciliation will be performed by another user within NAV 2009. This modification provides that capability. |
$400.00 |