One of the important topics while implementing a new #Microsoft #Dynamics #NAV Project (that sometimes neglected by the implementer and the customer as well ) is the Serial Number configuration especially that these numbers will affect from several sides the user experience on the new ERP implemented like the time needed for data entry(Guess the difference between entering 10 digits for 100 records per day or 5 digits for these same 100 records ), Reports width size, Field size on the screen, the database size, number recognition and remembering by the user...
Based on my experience and based on the #best #practices of #Microsoft #Dynamics #NAV, I do see important for example to have the numbering 'C0001' for the customer serial Number because of the following
- A brief overview of the options for tracking serial and lot numbers in Microsoft Dynamics NAV 2013. Illustrates the flexibility to track lot and serial numbe.
- Oct 31, 2015 Contact us for more information and for a free demonstration of Microsoft Dynamics 365. We have several industry-specific solutions that we can show you.
- Microsoft Dynamics NAV originates from Navision, a suite of accounting applications which Microsoft acquired in 2002. Navision originated at PC&C A/S (Personal Computing and Consulting), a company founded in Denmark in 1984. PC&C released its first accounting package, PCPlus, in 1985—a single-user application with basic accounting functionality.
May 02, 2020 This article applies to Microsoft Dynamics NAV 2017 for all countries and all language locales. Overview This cumulative update includes all hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2017, including hotfixes and regulatory features that were released in previous cumulative updates. A brief overview of the options for tracking serial and lot numbers in Microsoft Dynamics NAV 2013. Illustrates the flexibility to track lot and serial numbe.
- Reduce number of digits to 5 only
- Starting with C will help user when looking into G/L entries to know directly customer entries and will also help him to filter transactions 'C*' when looking into G/L entries with source Type 'Customer'
- Sequential part of the serial number will help the system to generate the number automatically
- Avoid adding other characters like 'VIP' or 'WS' for whole sales customers because the customer might change of type or level during his business with the company and the number will not be valid anymore
The above also applied to the numbering for Vendors in #Microsoft #Dynamics #NAV.
I see interesting to share with you today (as I'm configuring the serial number of my new Dynamics NAV Implementation project started this week) my 5 tips for serial numbering configuration :
- Avoid putting character(s) for something that might change in the near future like customer type
- Put 1 or 2 characters when needed like 'C- for customers' and 'V-for vendors' and 'F- for Fixed Assets' which might help in search and filter...
- Always use sequential number when possible and try to have it limited as much as possible in order to reduce the data entry time, space needed on report and database size as well. Always answer the question how many records I might have maximum possible in 5 years from now? can it exceed 999 or 9999 or 99999? so you can define if the sequential number will
- When the number might be huge try to add 2 digits for the year in the beginning so you can reduce the number of digits needed. Example YYXXXX this will help you to have up to 9999 number per year : so in 2016 your number will start by 160001 and can end it to maximum 169999.
- Avoid using special characters like '- / * & ' cause these might have a problem when exporting and importing data and some functions, equations and sometimes filters.
I hope the above will help you in configuring the serial numbers when implementing your next Microsoft Dynamics NAV or any other ERP.
It will be my pleasure reading your comments and your suggestions related to this topic which will help readers to gain more from your experiences.
Microsoft Dynamics Nav Calcfields
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