Microsoft has recently released the new version of Microsoft Dynamics NAV – 2013 R2. Along with a new look, and availability both “in” Office 365 and “on” Windows Azure, the new release has an abundance of new application features, including:
* Simplified automatic and manual payment processing
* Improved bank reconciliation – bank statement lines and bank ledger entries combined on one page
* Recurring Sales Invoices
* Renumbering of journal lines with one button click
* Ability to expose Account Schedule reports for use in Microsoft Excel for more custom reporting
* Simplified Role Centre for Small Business Owners
* Sorting by any column – this is available in all lists
We will be drilling down in more detail on these features in future blog posts. To get started, this blog post will provide an overview of the new look in R2 and the new feature of sorting by any column.
The New Look
The Microsoft Dynamics NAV 2013 R2 interface has been refreshed and has been brought in line with the appearance of Windows 8. See below.
Image 1: The 2013 Role Centre
The screenshot above shows the new Small Business role centre, which is a more consolidated and streamlined version of NAV. In addition to a cleaner Navigation Pane, the pages themselves are also more streamlined for this role – below is an example of the Sales Invoice screen for the Small Business role:
Image 3: The Sales Invoice card page
The entire ordering and payment process has been simplified using this new role, including reversal of posted invoices without the need for a credit note, and creation of customers or vendors directly from the invoice page.
Sorting by any column
Another neat new feature added into NAV 2013 R2 is the ability to sort by any column available in a list. In prior versions of the Role Tailored Client (RTC) for NAV, the columns that could be sorted on were fixed and could only be altered by customisation of the list page. Or to be technically accurate, the structure of the table underneath. Below is an example of sorting in a list page in NAV 2013:
Image 4: Sorting in NAV 2013
In R2, you can now click on any column header to sort by that column. The column sorting is shown by the arrow indicator next to the column name:
Image 5: Sorting in NAV 2013 R2
This sorted list can then be saved (using the “Save View As” feature of the list) or exported to an Office product such as Microsoft Excel, and the sorting will be retained.
Lists can be sorted by multiple columns. Just hold down the Shift key when clicking on the column headers to sort by more than one column:
Image 6: Sorting by Multiple Columns in R2
By Melinda Pankhurst, Dynamics NAV Developer / Consultant at Evolution Business Systems
About Evolution Business Systems (EBS) http://www.ebsys.com.au
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Evolution Business Systems (EBS) specialises in business management solutions that give you the freedom to focus on your business. Melbourne based EBS does this by automating your core business processes and integrating your specialist business applications to deliver the right financial management solution. With deep expertise in leading financial applications including Microsoft Dynamics NAV and Arrow Financials, EBS works beside clients to ensure their software solves problems rather than creating more. EBS has a detailed implementation strategy that is tailored to customers in terms of timelines, requirements, risks and responsibilities. While it does not sell or support hardware or site network environments, EBS informally partners with selected specialists in these areas to provide clients with a “total solution”.