Workflow in Dynamics NAV

Hi, In this post I would like show how Workflow in NAV 2016 works.

What is Workflow ?


Workflow enables business process like Best Practices or Industry Standard 
practices.

The three main capabilities of Workflow are Approvals, Notifications and Automation

Let me show this with an example : 

On release of a Purchase Invoice it should get Posted and Journal Line has to be created against it.

We can achieve this using Workflow.

Follow the below steps :

• Navigate to : Departments>>Administration>>Application Setup>>Workflow>>Workflow
• Click "New Workflow from Template" and Select "Purchase Invoice Workflow" click "OK".

• System will create a new workflow as shown below.

• In the Subform here we can see When Events & Then Response.We can specify what should be the Response against an Event.   

• In our current scenario Event is Invoice Release which has two responses 
• Post Invoice
• Create Journal line.

• Here the responses are linear not parallel which means only after invoice is posted successfully Journal is created, that is the reason "A general journal line is created" is indent to "A purchase invoice is Posted".   

• Let us specify the Journal Batch details so that system can create an entry after invoice is posted. To do that click on assistedit button as shown below and update Journal details.

• Specify the User who has to get the notification and 'Enabled' Workflow.

•  This workflow is a kind of Automation, in order to make this Automation run we have to enable Job Queues.

•  Now every thing is set let us start creating an invoice.

• Created an Purchase Invoice and Released it. As soon as we Release invoice it should disappear once you Refresh, as it will get Posted as configured in our Workflow.

• Check the Posted Invoices.

• General Journal Line is inserted as per the setup done on workflow.

• User also gets a notification entry as shown below.

This how we can automate functionality using Workflow. 

Explore workflow we can do alot more like Approvals, Sending Notification Mails, Notes and  Automation's using inbuilt code in NAV.

Cheers... :)

Programming NAV 2016 with CAL old editor

Hi,

In this post I would like to share how to program in NAV 2016 using old editor.

Here is how it works, below image shows the current view of CodeUnit-81

To use it with oldeditor go to your CMD and try the below 

C:\Program Files (x86)\Microsoft Dynamics NAV\90\RoleTailored Client>finsql.exe useoldeditor=yes

or


Right click the NAV 2016 short cut and change Target as below

now you can see the CAL editor opens with older version.

If you use old editor you will miss intellisense.

NAV 2016 CU2 released by Microsoft

CU2 includes all hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2016, including hotfixes and regulatory features that were released in previous cumulative updates.

Download available for NAV 2016 CU2 from here...

Cumulative update 2 for Microsoft Dynamics NAV 2016 (Build 43897)

Content copied from link above

Problems that are resolved in this cumulative update

The following problems are resolved in this cumulative update:

Platform hotfixes

ID	Title
376051	The Android tablet and phone clients crash when you select an entry on a lookup page after finding the entry with the Search function.
376183	The Visible property doesn’t work properly.
376270	Sales invoices that are created in Dynamics CRM have status Paid even though they have just been posted.
376353	"Not enough storage is available to process this command" error message when an NAV service tier (NST) runs out of handles.
376354	The Order Date label displays 30/12/1899 in the graphical representation of the purchase order lines on the Document Line Tracking page in the Austrian version.
376430	You can send notifications to disabled users.
376475	The OnQueryClosePage trigger is not always called.
376476	The Symbol menu no longer works.
376494	"An attempt was made to change an old version of a Customer record. The record should first be reread from the database" error message when you try to change a customer name.
376543	You can insert or delete records when you switch from a page to a subpage if the Editable value is set to No.
376553	Validation of an extension package allows the use of existing control add-ins on both new and modified objects (pages).
376589	FastTab captions disappear when you expand the FastTab.
376595	"A call to System.Net.HttpWebRequest.GetResponse failed with this message: The remote server returned an error: (400) Bad Request" error message when you try to use the Send OCR Feedback action.
376605	NavEventSubscription error when you start the NAV server if a publisher reference is missing.
376606	Performance improvements for FORMAT operations on enums and in general
376607	Performance improvements for heavy NavDotNet operations
376641	New-line insert works incorrectly in the phone client.
376657	The Android 5.0.2 client does not work correctly with Dynamics NAV apps.
376708	The Dynamics NAV client and server crash when the code on the XML Port Request page is executed.
376710	You cannot publish an extension if it contains too many objects.
376727	The upgrade script is not checked when DV schema changes are detected within an extension.
376732	IntelliSense should not show obsoleted methods.
376741	NavThreads halted by external monitor locks can deadlock the server.
376773	Tablet apps on Android 5.0 are not compatible.
376799	You cannot open the Dynamics NAV client if Microsoft OneNote 2010 is installed.
376805	The Dynamics NAV Development client crashes when you copy and paste.
376895	"Unexpected exceptions thrown during cmdlet Import-NAVApplicationObject" error message when you import the new objects and the upgrade toolkit fails.
376898	The installation of an extension should fail if there is unhandled archive data.
376935	"Value XYZ cannot be converted to type Text" error message when you run model tools from TFS 2015.
376948	The Release Management DEMO folder is added.
376964	MDS monitoring configuration.
376969	An extension object cannot be added when a deleted base object had the same ID.
376983	Exporting Unicode strings and text constants to txt or fob files depend on the Non-Unicode Code page.

Application hotfixes

ID	Title	Functional area	Changed objects
376593	Invalid date error when you import a config package from Excel with date formats.	Administration	COD 8617
376597	The workflow can be enabled even if you do not fill the mandatory Recipient User ID field on the Response Options page.	Administration	TAB 1501
376608	The Global Dimension No. field is not set in the Dimension Value table if you enter a new dimension value manually.	Administration	TAB 349
376659	Report Selections - Prod. Order is not consistently implemented.	Administration	PAG 9325 PAG 9326 PAG 9327
376789	"The supplied field name [fieldname] cannot be found in the [tablename] table" error message if you work with the Change Log functionality and there is an obsolete or removed field in the database.	Administration	TAB 405
376417	Some options for customers and vendors are missing from the Custom Report Selection table.	Administration	PAG 9657 TAB 9657
376479	Incorrect dates are created on the Deferral Schedule page if you select an earlier posting date than the first accounting period in the system.	Finance	COD 1720 TAB 1701 TAB 1702
376670	The EC Sales List report prints an incorrect value in the Total field in the Service Supplies column.	Finance	REP 130
376720	If you filter on the Code or Name field on the Analysis by Dimension Matrix page, the values are not shown anymore.	Finance	PAG 554 PAG 9249
376858	If you create a reminder for a customer with a language code, the Additional Fee text is always displayed in the English language if the client language is set to English.	Finance	TAB 295
376901	The Comparison Period Formula field is not converted to any language.	Finance	TAB 334
376904	"Select Dimension Value Code xxx for the Dimension Code yyy for G/L Account zzz" error message when you try to apply open entries after posting.	Finance	COD 12
376756	There are checks against the start date in the deferral schedule, but similar checks are missing for the number of periods.	Finance	COD 12 COD 1720 PAG 1702
376837	If you unapply a payment that has closed invoices with payment tolerance and payment discount, there are records missing in the VAT Entry table.	Finance	COD 12
376902	The VAT Base field contains 0,00 on VAT entries that are posted from deferrals.	Finance	COD 12 COD 1720 PAG 1702
377009	"The Resource does not exist. Identification fields and values: No.=***" error message when you try to invoice a sales order that uses a deleted resource.	Finance	TAB 156
377016	The reminder level of Reminder/Fin. Charge entries is changed to 0 if the related customer ledger entry is listed on a new reminder as an open entry that is not due for this second reminder.	Finance	COD 393
376753	When you print a posted transfer shipment, an extra page with only a header is printed in the PDF format.	Inventory	REP 5704
376814	"The following C/AL functions are limited during write transactions because one or more tables will be locked ..." error message when you update the due date on an assembly order.	Inventory	TAB 900
376887	"The following C/AL functions are limited during write transactions because one or more tables will be locked ..." error message when you update the shipment date on a sales line with an assembly item.	Inventory	COD 311 COD 5701 COD 5790 COD 63 COD 6620 COD 86 COD 87 TAB 37 COD 15000300
376517	The Document Date field in the Job Ledger Entry table is incorrect when you change the Document Date field on the Sales Invoice page.	Jobs	COD 1004
376617	When you run the Update Job Item Cost report with the Automatic Update Job Item Cost set to Yes on the Job Setup page, not all adjust cost item entries of incomplete jobs are checked.	Jobs	REP 1095
376959	Dimensions assigned to job tasks are not updated in the Purchase Line table.	Jobs	TAB 39
376963	The Percentage of Completion WIP method does not calculate WIP sales for a job.	Jobs	COD 1000
376525	The last direct cost is not updated for the item on the first production order line while the subassemblies on the following production order lines have a recognized last direct cost when the respective output is invoiced.	Manufacturing	COD 22
376676	Item tracking defined for the component is wrong when you reverse a production order output with backward flushing and routing links.	Manufacturing	COD 22
376840	"VAT Calculation Type must be equal to 'Reverse Charge VAT' in Gen. Journal Line:" error message when you post a prepayment invoice after you correct a setup error.	Prepayments	COD 442 COD 444 TAB 37 TAB 39
376731	The Document No. and Line_No. fields do not exist on the Purch. Invoice Subform page and therefore need to be added for integration purposes.	Purchase	PAG 54 PAG 55
376432	"The transaction cannot be completed because it will cause inconsistencies..." error message when you use the Posting Preview function on a partially shipped sales order.	Sales	COD 80 PAG 42
376444	"The Sales Cr.Memo Header does not exist. Identification fields and values: No.='' error message when you use the Print function on the Posted Sales Credit Memo page.	Sales	PAG 134
376445	If you use the Issue Reminders function and select Email as the option, you must acknowledge the confirmation dialog for each reminder.	Sales	COD 260 PAG 438 PAG 440 PAG 450 PAG 452 REP 190 REP 193 TAB 295 TAB 297 TAB 302 TAB 304
376583	The Attached to Line No. field is not validated when you copy a shipment line with the Get Shipment Lines option.	Sales	TAB 111 TAB 6661
376596	"The document related to this incoming document has been posted." error message when you try to invoice a previously shipped-only sales order.	Sales	TAB 130
376719	If you use the Copy Document function and the source document has a different VAT business posting group, and you uncheck the Recalculate Lines field, a wrong VAT business posting group is suggested.	Sales	COD 6620
376807	"ControlList Name 'Page Posted Sales Invoice' already exists." error message if you try to create a subscriber event for the Sales Order page because it contains two actions with the same name.	Sales	PAG 42
376847	The Certificate of Supply report also prints lines that are not shipped.	Sales	REP 780
376920	The stock received through a purchase order with the Special Order option is reserved when you create a sales order for an item with Reserve=Always.	Sales	COD 99000845
376954	Printing a simplified sales invoice (Report 1306) with 25 lines will cause a blank page with only a 2/2 page value.	Sales	REP 1306
376667	The C/AL FORMAT property of decimal field or variable returns a different string value.	Server	REP 1401
376496	The service invoice does not split invoice lines in invoice amounts when you add a second line on the service contract.	Service	COD 5940 COD 5944
376531	The service invoice line description is wrong when you create a service invoice for a quarterly period.	Service	COD 5940 COD 5944
376884	The Amount per Period field is not updated on a service contract when you change the expiration date.	Service	COD 5940
376849	The description on a service invoice line shows the full period when the service does not start at the beginning of the period.	Service	COD 5940 COD 5944
376470	The Get Entries function on the Intrastat Journals page returns incorrect lines for national vendors.	VAT/Sales Tax/Intrastat	REP 594
376785	Lot numbers of different purchase orders are combined on put-away lines when you create put-aways for multiple warehouse receipts.	Warehouse	COD 5760 REP 7305
376806	The sorting method is not respected when you print a warehouse pick document.	Warehouse	REP 5752
376802	"Reserved Item 70000 is not on inventory" error message when you try to change the bin on a pick if a sales order is reserved against an item ledger entry and the Qty. to Handle field is filled.	Warehouse	TAB 5767
377057	The Outbound Whse. Handling Time field is not validated when the document number is not displayed on the Sales Order page.	Warehouse	TAB 36

Local application hotfixes

AT - Austria

ID	Title	Functional area	Changed objects
376565	The Intrastat file contains a wrong value if the supplementary unit is not specified in the Austrian version.	VAT/Sales Tax/Intrastat	REP 11106

AU - Australia

ID	Title	Functional area	Changed objects
376841	The Prepmt. Line Amount Excl. GST field ignores the Inv. Discount field in the Australian version.	Prepayments	TAB 37 TAB 39
376672	The G/L entries and vendor ledger entries are wrong when you first partially receive a purchase order with a prepayment and then post the purchase order as Receive and Invoice in the Australian version.	Prepayments	TAB 39

CH - Switzerland

ID	Title	Functional area	Changed objects
376820	The G/L Account Sheet with VAT Info report shows incorrect values in the VAT % column in the Swiss version.	Fixed Assets	COD 12 REP 11567

CZ- Czech

ID	Title	Functional area	Changed objects
376529	Legislation of Control Report VAT in the Czech version.	Finance	COD 11 COD 12 COD 31020 COD 31100 COD 31101 COD 90 MEN 1030 PAG 138 PAG 140 PAG 254 PAG 31065 PAG 31100 PAG 31101 PAG 31102 PAG 31103 PAG 31104 PAG 31105 PAG 31106 PAG 31107 PAG 315 PAG 317 PAG 39 PAG 472 PAG 473 PAG 50 PAG 51 PAG 52 REP 31100 REP 31101 TAB 122 TAB 124 TAB 254 TAB 256 TAB 31065 TAB 31100 TAB 31101 TAB 31102 TAB 31103 TAB 31104 TAB 325 TAB 38 TAB 49 TAB 81 XML 31100
376833	Changes to the Reverse Charge, Non-Deductible VAT Correction, and VAT Statement features in the Czech version.	Finance	COD 11798 COD 11799 COD 12 COD 249 PAG 21 PAG 26 PAG 42 PAG 43 PAG 44 PAG 50 PAG 5050 PAG 51 PAG 52 PAG 6630 PAG 6640 REP 12 REP 31084 TAB 18 TAB 23 TAB 5050
376834	Minor changes to Cash Desk and Banking features in the Czech version.	Finance	COD 11735 REP 11700 TAB 11709 TAB 11731 TAB 31020
377004	Added feature to export VAT statement with attachment to the Czech version.	Finance	PAG 11774
377005	Changes to the Mass Uncertainty Payer feature in the Czech version.	Finance	COD 11760 COD 415 PAG 11761 TAB 11761
377022	Cancellation of an uncertainty payer check for a payment order line if the Skip Payment value is Yes in the Czech version.	Finance	COD 11706
376835	Improvements to the General Journal, Sales - Invoice CZ, Sales - Credit memo CZ, and General Ledger Document reports in the Czech version.	Sales	PAG 31081 REP 11763 REP 11777 REP 31000 REP 31001 REP 31002 REP 31020 REP 31021 REP 31022 REP 31091 REP 31092 REP 31093 REP 31094 REP 31095 REP 31096 REP 31097 REP 31098 REP 31099

DE - Germany

ID	Title	Functional area	Changed objects
376873	"This message is for C/AL programmers: A call to System.IO.StreamWriter.Write ..." error message when you use curly brackets in data and run the Business Data Export report in the German version.	Finance	REP 11015
376934	Posting date is not within your range of allowed posting dates for text lines without a posting date in the German version.	Service	COD 5980

ES - Spain

ID	Title	Functional area	Changed objects
376750	The Aged Accounts Receivable report does not show information if you run it with the Print Amounts in LCY option activated in the Spanish version.	Sales	REP 120
376911	"The Closed Bill Group does not exist. Identification fields and values No.=''" error message if you try to redraw a rejected bill from the Closed Receivable Docs page in the Spanish version.	Sales	PAG 7000001 REP 7000096
376998	If you create a payment on the Sales Journal page to partially apply a bill where a currency is involved, the rounding differences go to the incorrect G/L account causing the posted entries to be unbalanced in the Spanish version.	Sales	COD 12
376763	Incorrect data is displayed on the 340 Declaration file header when unrealized VAT is involved in the Spanish version.	VAT/Sales Tax/Intrastat	REP 10743

FI - Finland

ID	Title	Functional area	Changed objects
376747	The Reference No. field from the Posted Service Invoice page is missing on the Customer Ledger Entries page in the Finnish version.	Service	COD 5987

FR - France

ID	Title	Functional area	Changed objects
376449	The SEPA Transfer Type field is not taken into account when you use the Import/Export Parameters function on the Payment Class page in the French version.	Cash Management	XML 10863
376598	If you use Delayed as option in the Unrealized VAT Reversal field and check the Realized VAT field for later payment slip steps later, the Vendor Ledger Entries are not closed in the French version.	Cash Management	COD 10860
376843	If you use Delayed as option in the Unrealized VAT Reversal field and check the Realized VAT field for later payment slip steps later, the Vendor Ledger Entries are closed but the VAT is not realized in the French version.	Cash Management	COD 12
376701	"Arithmetic operation resulted in an overflow" error message if you use the Export DEB DTI+ process on the Intrastat Journal page with certain values in the Registration Nos. field in the French version.	VAT/Sales Tax/Intrastat	TAB 79

IT - Italy

ID	Title	Functional area	Changed objects
376909	The Cust Bills Floppy report and the Issued Cust Bills Floppy report export the VAT Registration No. and the Fiscal Code values in wrong positions in the Italian version.	Cash Management	REP 12172 REP 12173
376562	If you use the Get Entries function on the Intrastat Journal page for entries created with a purchase of EU services, the Document No. field is filled incorrectly in the Italian version.	Purchase	TAB 263
376690	Validation of the Post Code field on the Vendor table should use the source Residence County field, not the duplicated Resident County field in the Italian version.	Purchase	PAG 26
376878	"Please enter at least one Payment Line for Payment Terms Code CM" error message if you try to post more than one order created from a blanket order in the Italian version.	Purchase	COD 87 COD 97
376717	The VAT reversal line of a service invoice should not be placed in the invoice body but only in the VAT specification when you print the Service Invoice report in the Italian version.	Sales	REP 5911 REP 5912 REP 5915 REP 202 REP 207
376559	The VAT report does not include credit memos posted as summary documents in the Italian version.	VAT/Sales Tax/Intrastat	REP 741

NA - North America

ID	Title	Functional area	Changed objects
376897	When a deposit line is expanded, the Cleared field is unmarked in the North American version.	Cash Management	TAB 10121
376960	The Carry Out Action message on the requisition worksheet now generates a single purchase order for a vendor even though a different location code exists for the supply suggestions rather than creating separate purchase orders by location in the North American version.	Manufacturing	COD 333
376952	The Cash Applied report pulls different customers’ payments and invoices under customer payments in the North American version.	Sales	COD 10202

NL - Netherlands

ID	Title	Functional area	Changed objects
376865	If you delete a record in the Post Code Range table, a record in the Post Code table is deleted as well in the Dutch version.	Administration	TAB 11406
376748	"Qty. to Receive must be equal to '1' in Purchase Line: Document Type=Invoice, Document No.=xxxx, Line No.=20000. Current value is '0'" error message when you post a purchase invoice in the Dutch version.	Purchase	PAG 98

NO - Norway

ID	Title	Functional area	Changed objects
376932	"An invoice total with VAT MUST equal the invoice total without VAT plus the VAT total amount and the rounding of invoice total" error message when you validate an EHF 2.0.5 eInvoice with invoice rounding in the Norwegian version.	Sales	COD 10628

RU - Russia

ID	Title	Functional area	Changed objects
376696	The Order Proforma-Invoice (A) report does not have information about bank details for payment orders in the Russian version.	Finance	COD 14931 REP 12411 REP 12418 REP 12484 REP 14939
376765	The system shows wrong data when you use the Navigate option from the VAT Purchase Ledger Card or VAT Sales Ledger Card pages in the Russian version.	Finance	N/A
376856	"There is no Vendor Ledger Entry within the filter" error message when you use the Vendor Posting Group\Skip Posting option in the Russian version.	Finance	COD 12 COD 90

UK - United Kingdom

ID	Title	Functional area	Changed objects
376751	The Exported to Payment File field on the Payment Journal page is not cleared if you use the Void BACS process in the British version.	Cash Management	COD 10550
376497	"The deferral schedule falls ouside the accounting perios that have been set up for the company" error message if you try to change the Start Date field on the Deferral Schedule page in the British version.	Finance	COD 1720 TAB 1701 TAB 1702
376795	Accounting period error with the KPI Web service in the British version.	Finance	TAB 135
376822	The Unposted Purchases report does not show the LCY values correctly in the British version.	Purchase	REP 10536

This cumulative update has multiple hotfix packages. Select and download one of the following packages depending on the country version of your Microsoft Dynamics NAV 2016 database:

Country	Hotfix package
AT - Austria	Download the ATKB3121038 package
AU - Australia	Download the AUKB3121038 package
BE - Belgium	Download the BEKB3121038 package
CH - Switzerland	Download the CHKB3121038 package
CZ- Czech	Download the CZKB3121038 package
DE - Germany	Download the DEKB3121038 package
DK - Denmark	Download the DKKB3121038 package
ES - Spain	Download the ESKB3121038 package
FI - Finland	Download the FIKB3121038 package
FR - France	Download the FRKB3121038 package
IS - Iceland	Download the ISKB3121038 package
IT - Italy	Download the ITKB3121038 package
NA - North America	Download the NAKB3121038 package
NL - Netherlands	Download the NLKB3121038 package
NO - Norway	Download the NOKB3121038 package
NZ - New Zealand	Download the NZKB3121038 package
RU - Russia	Download the RUKB3121038 package
SE - Sweden	Download the SEKB3121038 package
UK - United Kingdom	Download the GBKB3121038 package
All other countries	Download the W1KB3121038 package