We get it. You want simple tips and tricks - such as pictures with labels - to learn how to save time when working within your financial solution.
Well, ask and you shall receive. Here are three simple tips to help you more eaily search, navigate and analyze data in NAV.
The Search Field is an under-utilized tool and can allow you to quickly find any page you need to work in without having to move through the Navigation Pane. Simply begin typing the name of the page in the Search Field (upper-right corner of the address bar). As you type, a drop-down list shows page names that contain the characters you've typed. You have now narrowed your search and can choose your page. The second column in the drop-down list shows the navigation paths to the found pages, and it is sorted by the structure of the Departments page.
About This Page
Knowing the page name and Table ID you are working in can be a mystery at times. However, this important information can help with Security/Permissions, Data Migration, Jet Reports, and more. Each time you are in a NAV page, use the About This Page feature and explore the table fields as shown in the example below.
You can access the page information from the drop-down chevron (upper-left corner). Scroll to Help and then About This Page.
When you do so, the following information will display: Page Name and ID, Source Table and ID, Table Fields, etc.
Adding and Removing Columns in a List
Adding and removing columns from a list/document can help you to better isolate the information you're looking for. To do so, launch your list, such as Sales Orders, and then click on the column banner and scroll to Choose Columns.
The customization window will then be displayed. Notice the two panels: Available Columns and Show Columns in This Order. Choose the column you wish to view from the Available Columns list and click Add>>. You will now see the new column you chose added to the Show Columns in This Order pane. Note: You can only choose one column at a time.
When done, click OK and the page will now show the column(s) you added.
At any point in time you can click on Restore Defaults and the columns will return to the way they were before the change. Restoring Defaults does not remove the original entry from the User Personalization list.
If you wish to cancel the personalization, you can remove it on the Delete User Personalization page. Select the line and right click.