What’s New in Microsoft Dynamics NAV 2018?
Microsoft Dynamics NAV is a complete enterprise resource planning (ERP) software solution for mid-sized organisations that is fast to implement, easy to configure, and simple to use. Right from the start, simplicity has guided, and continues to guide, innovations in product design, development, implementation, and usability.
In this post, we detail the new features and functionality that are available in Microsoft Dynamics NAV 2018 and have been added to the product since we covered the feature upgrades to Microsoft Dynamics NAV 2017.
The core feature updates are:
- Setup & Extensions
- Employee Ledger Entries
- Image Analyser
- PowerBI Reports
- Updated integration with Dynamics 365 for Sales
- Synchronising vendors with Lexmark ICS for better OCR results
- Preconfigured Excel reports
- Cancel or correct job related posted invoices
- Bulk posting of orders, invoices and credit memos
- Change global dimensions improvement
- Intrastat reporting improvements
- Submission of EC Sales List with more than 9999 lines
- Posting directly to general ledger accounts from documents
- Enhancements for North America Electronic Funds Transfer (EFT) functionality
- Address validation in the UK
- Retrieve customer, vendor and contact name and address from VAT Registration Number [UK only]
- Migration from QuickBooks
- Bulk invoicing from Bookings
Setup & Extensions
The Setup and Extensions button provides a single place for settings. This new set of options has been added for the
Business Manager and Accountant Role Centers. From the list of actions, you can open setup pages, either assisted or
manual, and you can open setup pages for service connections and extensions. Third-party extension providers can add
their actions to the list.
In the Manual Setup action group, each action refers to an area, such as General, Finance, and System. The row for each
setup page has keywords allowing you to both search across setup pages and to filter the list to only see setup pages
within a given area.
The new User Tasks allow you to create tasks to remind you of work to be done. You can create tasks for yourself and assign tasks to others or be assigned a task by someone else in your organisation.
If you want to bulk delete all or some user tasks, you can use the Delete User Tasks report. In the request page, you can set filters to determine which tasks must be deleted.
Employee ledger entries
In general journal lines, there is a new account type and new balancing account type, Employee. Posting a general journal line with Employee as account type or balancing account type will generate an employee ledger entry.
When posting a general journal line for an employee, the Document type field must be either blank or set to Payment.
You can also post payments against employees from payment journals. On payment journal lines, there is a new account type, Employee. You can use this account type to post a payment to an employee. You can apply payments to an employee ledger entry either via the Applies-to Doc. No. field on the payment journal line or by choosing the Apply Entries action on the employee ledger entry. You can un-apply payments from employee ledger entries. Do this by choosing the action Un-apply Entries on the employee ledger entry.
The Image Analyser extension uses powerful image analytics provided by the Computer Vision API for Microsoft Cognitive Services to detect attributes in the images that you add to items and contact persons, so you can easily review and assign them.
- Contact persons Recognise a person’s gender, or age.
- Items Identify attributes like type and colour. For example, whether it’s a table or a car, or red or blue. Image Analyser suggests attributes based tags that the Computer Vision API finds with a confidence level.
Power BI reporting
Dynamics NAV provides Business Intelligence in the place and time you need it. With the new Power BI reporting control, you can gain awareness to your Power BI reports by making them visible from within the most highly-used lists in Dynamics NAV.
Not only are you able to view Power BI reports you select, but you can also interact and filter the reports by selecting records from the associated list page.
If you use Azure Active Directory as your authentication method, connecting with Power BI is simple. No more manually finding and entering connection information. Just sign in with your Azure Active Directory name and password and we’ll do the rest. During the sign in process, the Dynamics NAV connector will auto discover any tenants you are associated with and automatically create the connection to them. That’s it!
Updated integration with Dynamics 365 for Sales
Connect to your Dynamics 365 for Sales solution in a few easy steps. The assisted setup helps you synchronise your data across the two apps, including sales orders, item availability, units of measure, and currencies. The existing integration with the app formerly known as Dynamics CRM has been re-branded and simplified to work better out of the box.
To streamline your marketing reporting, you can specify a salesperson/purchaser code for user accounts. When you create sales or purchase documents, the default salesperson/purchaser code is the one specified for your user account. To increase sales people’s productivity in managing opportunities and to provide a more fluid experience for phone and tablet devices, you can set default chances of success in the sales cycle stages in opportunity management.
You can send a sales quote to a contact without having to create them as customers first. Filter exactly which contacts you want to export from a segment and send to a marketing agency. With contact profiling, you can create profiles for your contacts to help segment and classify contacts according to different profile attributes. You can then add these profiles, manually or automatically, by answering user-defined questions for each contact.
You can get sales orders from Dynamics 365 for Sales with write-in products transferred to Dynamics NAV. When transferring write-in products, you can map each product to a specific item or resource in Dynamics NAV.
Sales orders from Dynamics 365 Sales can be automatically converted to sales orders in Dynamics NAV without manual intervention. While transferring sales order from Dynamics 365 Sales, the Name field is transferred and mapped to the External Document Number field on the sales order in Dynamics NAV. Long product and sales order line descriptions from Dynamics 365 Sales are no longer truncated but are transferred to Dynamics NAV as additional sales order lines of type Comment. You can also transfer invoices in foreign currencies from Dynamics NAV to Dynamics 365 Sales.
Synchronise vendors with Lexmark ICS for better OCR results
Take advantage of vendor synchronisation when using Lexmark ICS. This will improve the vendor recognition rate in the Lexmark ICS and allow manual selection of vendors when performing visual training of new invoice layouts.
Vendor information including number, name, address, VAT registration, phone, and bank account data is transferred to Lexmark ICS when synchronising.
Out of the box, synchronisation is not enabled. It must be enabled in the OCR Service Setup window as shown in the second image to the right.
Preconfigured Excel reports
The Business Manager and Accountant Role Centers have a new option in the ribbon for Excel Templates.
From the Excel Templates list, users can choose a preconfigured report that is ready to print from Excel.
Cancel or correct job related posted invoices
In earlier versions, it has been easy to cancel a posted sales invoice, such as if you made a mistake like forgetting to specify a discount or choosing the wrong dimensions. However, it was less straightforward to cancel invoices that you created based on planning lines of the type Billable. If you spotted a mistake, you had to open the Job Planning Lines page, add lines with negative values for the lines that you wanted to cancel, and then use the Create Sales Credit Memo action.
In Dynamics NAV 2018, we’ve eliminated some of the steps. Now you just choose the Cancel or Correct actions on the posted invoice and a credit memo will be created. The job planning lines will be created automatically in the background. Remember, though, that you may need to review the planning lines later if you decided to modify a corrective invoice. You are not allowed to post corrections for jobs that have the status Blocked.
Posting setup improvements and missing posting notifications
You can now see a visual indication of mandatory G/L accounts that must be set to cover most of your scenarios related to specific posting setup. For example, in Inventory Posting Setup, you’ll see the Inventory Account having mandatory asterisk, while in General Posting Setup, the Sales and Purchase accounts.
Open posting setup cards to see only accounts needed for features you’ve enabled. For example, if you don’t have the payment discounts posting feature enabled, your payment discount G/L accounts won’t clutter your view while setting up general posting.
A new smart algorithm suggests posting setup accounts on posting setup lists. Simply add combination of posting groups you want to set and click Suggest Accounts. The algorithm will analyse existing posting setup you already have and suggest G/L accounts from similar posting setup. You can however disagree with the suggestion and change it to fit your needs.
Better control of deleting posting setup has been added. If you have posting setup used somewhere, you can check to see if it is already being used somewhere by inspecting the Used in Ledger Entries field. You can also get notified while preparing a document that posting setup is missing which removes frustration at moment of posting.
Bulk posting of orders, invoices and credit memos
Are your sales going so well that you can’t process the avalanche of invoices fast enough? Is this luxury problem becoming a drain on resources? No worries, now you can process batches of orders, invoices, or credit memos in one go by choosing the documents, and then choosing Post selected.
Change global dimensions improvement
In earlier versions of Dynamics NAV, the Change Global Dimensions report posted one exceptionally large transaction that blocked all activities.
Now, the Change Global Dimensions report behaves as follows:
- The whole task is paralleled and executed per table in separate independent background jobs.
- Other users can work with read all data in tables that are not involved in the update of global dimensions. Note, however, that all changes to tables in the list are blocked until all of them are completely updated.
- Any failed task can be rerun from the place of failure. For example, if a failure occurs when 95% of the records are processed, the rerun task will finish the final 5%.
Posting directly to general ledger accounts from documents
If you need to add an additional fee or service of some kind to a sales or purchase document, but the item isn’t in your item catalog, you can now add it on the fly in the document and post the revenue to the correct general ledger account from the document lines.
Submission of EC Sales List with more than 9999 lines
You can now submit the EC Sales List report with more than 9999 lines. All you need to do is set a threshold on the number of lines in the VAT report configuration for the EC Sales List report. Set the Maximum No. of Lines field to 9999, and we’ve got you covered. When you submit such large EC Sales List reports, we’ll generate messages and send them to the government gateway. You can see the results of the submission in the Log Entries window.
Intrastat reporting improvements
You can now indicate that you’re required to prepare Intrastat reports and set the default transaction types for normal sales and purchases as well as sales and purchase returns to make your Intrastat reporting faster. Whenever you enter a document that must be included in your Intrastat report, Dynamics NAV uses the default transaction type values from the Intrastat Setup window.
Use the Intrastat Checklist report and see a visual indication of which Intrastat journal lines that contain errors that you must correct before submitting the Intrastat report. You will see the exact details of the error, and you can toggle Intrastat Journal lines to show lines with errors only or all lines.
Enhancements for North America Electronic Funds Transfer (EFT) functionality
With Electronic Funds Transfer (EFT), you can pay vendors using electronic payments. You’ll be able to modify the format that is used to create the EFT file to suit your needs. You can assign a file layout to each bank account, and then when EFT payments are processed, each EFT file uses the specified layout. The default layouts will include a PPD and CCD file layout.
The existing support for EFT has been moved to the data exchange framework.
Retrieve customer, vendor and contact name and address from VAT Registration Number [UK only]
You can validate the VAT registration number of new customers, vendors, and contacts against the EC VAT VIES web service and get the name and address details from the web service response.
Address validation in the UK
The GetAddress.io UK Postcodes extension uses the getAddress API to find addresses in postcodes in the UK. To use the extension, you need to get a plan and an API Key for the getAddress API. That’s easy, and we help you do that when you set up the GetAddress.io UK Postcodes extension. Plans are based on use, or what’s sometimes referred to as calls.
A call, in this case, is when Dynamics NAV displays a list of addresses in a postcode. Depending on how often you add addresses, choose the plan that is best for you. If you just choose Get API Key in the page, you’ll use the Free plan, which lets you add 20 addresses per day, and is valid for 30 days.
Migration from QuickBooks
You can now import payroll transaction files in the QuickBooks IIF format by installing the QuickBooks Payroll File Import extension. Aggregated payroll data, including date, payroll account, description, and amount, will be imported to your G/L accounts according to mappings that you perform once per payroll account.
The extension also contains a sample payroll file that you can use to try out the functionality, for example, in a demo company.
Bulk invoicing from Bookings
For companies using the Bookings app in Office 365, we have added the ability to do bulk invoicing for bookings. The Uninvoiced Bookings page in Microsoft Dynamics NAV provides a list of the company’s completed bookings. In this page you can quickly select the bookings you want to invoice and create draft invoices for the services provided.