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How do I delete or change Roles or Permissions in NAV 2013 and NAV 2009?

Posted by on July 8, 2014

The first step in deleting or changing roes or permissions in NAV 2013 and NAV 2009 is to be sure you are working at the User level (Windows Logins) and not at the Main list of NAV Roles. If you delete a role from the wrong spot you could delete it from NAV completely. So make sure you are inside a specific user’s list of roles before you delete or modify a role – unless you want it to be a universal change.

Highlight the user you want to make changes to

Find the user and select their name.

I’ve included a picture of what the User Roles look like so you’ll know it when you see it!

Step 1 – Go to the Departments or Classic Client.

Step 2 – Select Tools, Security, Windows Logins

Step 3 – Find the User you want to make changes for and select their name. (Their name will be highlighted.)

Step 4 – Click on the Roles button. This will bring up a list of the Roles assigned to the User you have selected.

Individual User Roles

A list of all the Roles assigned to this specific User.

 

 

 

 

 

Step 5 – Select the Role you want to delete. And click the Delete button. In this example I want to delete the INVT-BOM JNL, POST role.

User Roles Updated

An updated list of active roles for this User.

You can see the INVT-BOM JNL, POST role has been removed for this User.

IMPORTANT NOTE: If you  drill in on the roles in NAV (see picture below) — and if you are a Super User — if you delete a Role it will be removed from the entire system. If that happens none of the Users assigned that role won’t be able to access the system.

NAV Roles

NOTE: Don’t delete NAV Roles from this list. They will be removed from the entire system.

Webinar: Funds and How they Work in Ceres 2009

Posted by on June 4, 2014

Webinar: New Ceres Feature–Funds and How they Work in Ceres 2009

Please join eSoftware Professionals as we present: New Ceres Feature: Funds and How they Work  in Ceres 2009 Webinar.

  • Wednesday, September 17, 2014
  • 11 am – 12:30 am Pacific
  • 2 pm – 3:30 pm Eastern

By the end of the class, attendees should understand how to use Funding in NAV 2009. You will understand:

  • Answer the questions: What are Funds? and How do they work?
  • How to do a basic Fund setup
  • Reports used for Funding

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

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Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

NAV 2013 Tips: Copy Document Shortcut

Posted by on March 27, 2014

If you’re new to NAV 2013 you may not know one of the best shortcuts to save you entering data. Whether you’re on NAV 2013, NAV 2009 or Ceres 2009 Software for Food Banks you’ll want to take note of this great “Copy Document” shortcut.

Copy Document Feature in NAV 2013The Copy Document feature allows you to copy a document instead of having to retype all the detailed information in again.  The Copy Document function is available in the Agency Invoice, Purchase Invoice, Agency Credit Memo and Purchase Credit memo areas just to name a few.  The reason the feature works wonders is not just because it creates the document with one click and no additional entry. It also is a safe way to make sure that you are hitting the same G/L accounts.  A great example of the benefits of the Copy Document feature: When you have an invoice that you need to credit out, but can be used with repeated monthly invoices as well.  Once in the credit memo you choose the copy document function.  Copy the Posted Invoice and include just the header … You don’t want to recalculate the lines of the Posted Invoice.

NOTE:  Recalculating the lines will redo the unit cost on the line if it has changed.

A credit memo is then created based on the Posted Invoice.  The great thing about using this feature is the system will automatically apply the credit memo to the posted invoice you copied.  The system holds the link between both the Posted Invoice and the Credit Memo during the copy document function.

If you were to create the credit memo manually you would then also have to go in and apply the invoice and the credit memo together to close out both of them manually. So this saves you retyping and shortens the process, too.

You can find the Copy Document function in the ribbon or header and you can find it in Actions\Functions then choose Copy Document.

Stay tuned for more NAV 2013 Tips and Ceres Tips on our blog. Want to see something specific? Send us a note!

Webinar: Account Schedule Setup Reporting and Uses for NAV 2009 and Ceres 2009

Posted by on June 3, 2013

Please join eSoftware Professionals as we present Account Schedule Setup, Reporting and Uses for NAV 2009.

Webinar: Account Schedule Setup, Reporting and Uses for NAV 2009

  • Wednesday, September 11, 2013
  • 10 am – 11:30 am Pacific (1 pm – 2:30 pm Eastern)

This class will familiarize users with

  • The definition and purpose of an Account Schedule
  • How to create and update new financial reports using Account Schedules

By the end of class, users will be familiar with

  • Account Schedule components, including rows, column layouts and reports
  • Creating and updating the contents of an Account Schedule
  • Reports and filter settings used for generating and printing reports

This class is recommended for finance staff members who update or create financial reports using Account Schedules.

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

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Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

Webinar: Payables for NAV 2009 & Ceres 2009

Posted by on June 3, 2013

Please join eSoftware Professionals as we present Payables for NAV 2009 & Ceres 2009 – Intermediate Class.

Webinar: Payables for NAV 2009 & Ceres 2009 – Intermediate Class for current customers

  • Wednesday, July 3, 2013
  • 10 am – 11:30 am Pacific (1 pm – 2:30 pm Eastern)

During this class you’ll get an overview of the Payments “FastTab” on the Vendor Card. During this class you will explore:

  • Payments Fast Tab on the Vendor Card
  • Payment Journal to process vendor payments
  • Apply & Un-apply vendor ledger entries
  • Entering and posting of manual checks
  • Suggest vendor payment batch in Payment Journals
  • Voiding printed but not posted payments
  • Reversing vendor ledger entries posted from a Journal
  • Set up and use of Payment Discounts and Payment Tolerance
  • Review Vendor Ledger Entries and Detailed Vendor Ledger Entries

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

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Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

General Ledger for NAV 2009 & Ceres 2009

Posted by on June 3, 2013

Please join eSoftware Professionals as we present General Ledger for NAV 2009 & Ceres 2009 – Intermediate Class.

Webinar: General Ledger for NAV 2009 & Ceres 2009 for current customers

  • Wednesday, July 10, 2013
  • 10 am – 11:30 am Pacific (1 pm – 2:30 pm Eastern)

During this class you’ll get an overview of the General Ledger functions. In this class we’ll review:

  • Chart of Accounts
  • G/L Account Card
  • Budgets Feature
  • G/L Budget Page
  • Budget Entry and other Budget tasks

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

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NAV 2013 Webinars (Please select the classes you'd like to attend)
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Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

Webinar: Inventory Control for Ceres 2009 – Advanced Class

Posted by on June 3, 2013

Please join eSoftware Professionals as we present Inventory Control for Ceres 2009 – Advanced Class.

Webinar: Inventory Control for Ceres 2009 for current customers

  • Wednesday, July 17, 2013
  • 10 am – 11:30 am Pacific (1 pm – 2:30 pm Eastern)

During this class you’ll get an overview of Inventory Control. You’ll learn:

  • Item reservations
  • Order tracking
  • Multiple locations
  • Location transfers
  • Basic warehouse tasks
  • Serial/lot numbers

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

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Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

Webinar: Adding a New User to Ceres 2009 Role Tailored Client (RTC)

Posted by on June 3, 2013

Please join eSoftware Professionals as we present Adding a New User to Ceres 2009 Role Tailored Client (RTC).

Webinar: Adding a New User to Ceres 2009 RTC

  • Wednesday, July 24, 2013
  • 10 am – 10:45 am Pacific (1 pm – 1:45 pm Eastern)

During this class you’ll learn how to add a new user to Ceres 2009 RTC including:

  • Assigning User Profile via the User Personalization window
  • Adding user to the User Setup list and assigning any privileges or settings only defined via the Use Setup window
  • Adding the user to the Warehouse Employees list if applicable

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

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Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

Webinar: Role Tailored Client (RTC) Overview for NAV 2009

Posted by on June 3, 2013

Please join eSoftware Professionals as we present Role Tailored Client Overview for NAV 2009.

Webinar: Role Tailored Client (RTC) Overview for NAV 2009

  • Wednesday, July 31, 2013
  • 10 am – 11:30 am Pacific (1 pm – 2:30 pm Eastern)

During this class you will:

  • Get an overview of the Role Tailored Client (RTC)
  • Learn how to customize the Role Tailored Client to fit your needs

This class is recommended for employees who are interested in customizing up their NAV 2009 desktop to streamline their daily workflow.

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

Webinar Registration
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NAV 2013 Webinars (Please select the classes you'd like to attend)
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Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

Webinar: How to Void Un-Posted and Posted Checks in Ceres 2009

Posted by on June 3, 2013

Please join eSoftware Professionals as we present How to Void Un-Posted and Posted Checks in Ceres 2009.

Webinar: How to Void Un-Posted and Posted Checks in Ceres 2009

  • Wednesday, August 7, 2013
  • 10 am – 11:30 am Pacific (1 pm – 2:30 pm Eastern)

You’ll learn how to void both un-posted and posted checks in Ceres 2009. We’ll cover two methods to void checks:

  • Via the Payment Journal for un-posted checks
  • Via the Bank Account for posted checks/li>

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

Webinar Registration
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  4. (required)
NAV 2013 Webinars (Please select the classes you'd like to attend)
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Comments
 

Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.