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NAV Updates

Dynamics NAV Dashboard Customization

Dynamics NAV Dashboard

Dynamics NAV Dashboard is by creating a new Role Centre consisting of Sales Cue, Purchase Cue and Production Cue, business chart and including list of items.

Dynamics NAV Dashboard

Dynamics NAV Dashboard

A Cue is a tile on a page in the Microsoft Dynamics NAV Dashboard client that provides a visual representation of aggregated business data. Cues are designed to provide the users with a quick status of their daily activities, which acts as a prompt them to take action. We include the Cues on Role Centre pages so that they are readily available to users.

Prerequisites

  1. Microsoft Dynamics Navision with a developer license.
  2. The Role Centre consist of the following:
    1. Table 36, Sales Header, Table 38 Production Header
    2. Page 9301, The Sales Invoice List, Page 9305 Sales Order List, Page 9307 Purchase Order List
    3. Role Centre Page

Purpose of the Setup

The purpose of this setup is to customize the front end of NAV by getting the sales, purchase and production Cue placed on one role center.

Steps

  1. Create the table with sales, purchase and production fields with information type as integers
Create a table for sales,purchase

Create a table for sales,purchase

2. Set the Field class property to Flowfields and give the CalcFormula and Select Editable field to No. Repeat the same procedures for other fields.

3. Create a CardPart Page and select group to CueGroup

The Cue is the tile on a page in the Dynamics NAV client that provides the visual representation of aggregated business data, such as the number of open sales invoices or the total sales for the month.

4. Add CueSetup Codeunit in the Global Variables and also create an Action item for the same.

5. Create a Page with Role Center Area as a container and add the cuepage created, business charts, list of customers, items etc.

Create a page with Rolecenter

Create a page with Rolecenter

6. Create Action Containers for reports and the home items and run the page.

Create a page Container

Create Action Container

7. Select the setup Cues option and customize the threshold and the range. Color is assigned to various ranges
Standard -None (uses the background color of the cue)
Favorable – Green
Unfavorable – Red
Ambiguous – Yellow
Subordinate – Grey

CFS Customiztion

CFS Customiztion

Cue setup

Cue setup

Conclusion

The Sales, Purchase and Production Cues designed to give the users a quick status of their daily activities, which acts as a prompt them to take action.

Sales Dashboard report updated

Dynamics NAV Dashboard report provides insight into the company’s top customers and items, balance per country region, and item purchases/sales.

The report also displays the list of opportunities, and you can drill into to-dos for each of the opportunities:

The first thing is including the extra column to the list of to-dos. Note, that there are two occurrences of each to-do in the list, they have different numbers, but the description is the same (compare to-dos TD000005 and TD100005 on the screenshot above).

It is not clear why until we create the column “Type of to-do” visible. The reason is that each to-do has many participants, for example, the Organizer and Contact Attendee. To create the column “Type of to-do” visible, you need to do the given below:

1. In the Object Designer, choose page 70002 Sales Dashboard To-do Part, and then click Design.

2. Add a new field to the page:

Add a New Field

Add a New Field

3. Click View >Properties, and then set the SourceExpr to Rec > Field Name > System To-do Type.

4. Click OK, and compile the page.

Furthermore, the to-dos appear sorted by their number. We provide to sort them by starting date, which is useful when you want to get a quick overview of the latest to-dos. That is how you can include sorting to the list:

1. In the Object Designer, choose table 5080 To-do, and then click Design.

2. Click View > Keys.

3. Add a new key, which is a field Date (Starting Date):

Add new key

Add new key

4. Compile the table.

5. Choose the page 70002 Sales Dashboard To-do Type, click to the Design.

6. Click on the first empty row, and then click View > Properties

7. In the Source Table View field, click the Assist button.

8. Set a Key to Date, and Order to Descending. Click to the OK.

9. Close the Properties and compile the page.

The final result looks like this – the to-dos are sorted by date and To-do Type is visible:

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