Friday, November 6, 2009

NAV Setup Checklist

Hi,


how many of you have already got problems configuring NAV because you missed some table that you think it was other consultant/area responsibility? Probably, it occurs because consultants lack of communication.


Now I found the answer for your problem, or else, Microsoft found it, and I'm gone show you ;)


It calls Setup Checklist and it lives inside NAV. You can find it at Administration > Application Setup > General.









This functionality allows you to manage almost all configurations, across all areas. Beyond direct access to the tables, you can assign a responsible to each table, a date for when it should start and ends, insert comments and define a status of that specific item. It could be: Planning; Started; Completed and Not Used.


Now, regard the scenario that you have two consultants for one implementation:
(A) for SCM area;
(B) to Finance.


The A consultant needs the Posting Groups to configure the items/customers and vendors but consultant B is the responsible of the accounts on each Posting Group Configuration...
The opposite can occurs also.


If both of then were using Setup Checklist, they could start configuring some of the Posting Groups tables and messaging the other, trough comments, to finish that... Isn't it cool??


Now suppose you need to inform your customer of the configurations that it is responsible for. You can assign him to the tables and then print a report with all the stuff it should do, and until when... You can also instill him the job of updating it himself... It saves you some work, don't it?? Isn't it cool? :)


Regards,

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