configuration

Do you know Uniconta?

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Because working with D365 BC is not that fun and the features are for small customers too much (they pay for many, what they don’t need), i started with Uniconta. First of all, it is far away from big ERP Systems like NAV and BC. The marketing propaganda says it’s easy to use … So what is the reality?

Uniconta is a new cloud based ERP System. At first view some nice features, quite cheap, very fast, but lacks in some kind in the areas configuration, usability and business logic. It’s quite hard to customize it in that way we know it from NAV. It’s easy to add fields in tables, but not easy to add a button with it’s on functionality. It’s not possible too change existing code, e.g. the posting routines like in Nav often done.

Examples:

  • Often needed information is not available on the current point, e.g. item ledger entries (i.e. inventory posting entries in uniconta) are not available in the shipment list.
  • Shipment can be created from an order multiple times without changing anything in the system except that there is a new shipment in the list. That’s really disturbing.
  • Creating a shipment does not reduce the item stock. That’s also really disturbing.
  • To post an order only for delivering, but without invoicing was really hard to find out, how this simple basic erp process works in uniconta. that after some needed configuration (sales preferences, activating of some inventory module features) the item quantity of the sales line is removed from stock immediatly when you set up the quantity in the sales line and not after posting, is quite strange. seems that this is a kind of reservation. is this a well considered erp process? not sure …

I tested a lot, found a huge number of programming/logic/translation failures and irritating and/or not translated error messages (some of them are like “error has occured”), wrote a lot, lot mails to the austrian support. It’s tedious … Nevertheless, maybe i will continue, will see, if i have the time …

In the end, who knows, maybe it will be developed into the right direction. Hopefully the bugs will be fixed and the usability & the business logic will be better.

For more details see:

cheers

 

Customizing ribbon groups & tabs

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There are 2 options to customize ribbons in Nav Windows Client.

  • Programmatically

For that set a value in page property PromotedActionCategoriesML. On msdn page How to: Define Promoted Action Categories Captions for the Ribbon you can find helpful informations. But … after many trials, i can say, it is not really working. In most cases tab “New” can be renamed, others not. Also adding new categories do not really work. Most of the ribbon settings are predefined by Microsoft and are not saved in the metadatas. They come like most captions from resource assembly Microsoft.Dynamics.Nav.Language.resources.dll. You can find it in <RTC base folder>/<lang code> (e.g. en-US).

  • By configuration

It’s the best, better to say the only way, to manage ribbons, adding groups and/or tabs. For that best follow

Ribbon groups can only be created by configuration. Configuring page ribbons for a group of users can only be done by running the windows client in configuration mode and presetting your admin user to the group’s profile.

For that follow

For creating a shortcut to nav in config mode follow
http://blog.encorebusiness.com/enable-configuration-mode-dynamics-nav-2013/

cheers

 

Cannot create an instance of an Automation Server with CLSID = {GUID}

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If you get that kind of error, in most cases that means the automation, which should be registered with that given GUID in your system is missing or misconfigured. In both cases the system does not know the common name of the system. That’s why you get that cryptic message.

Solution:

Search the web (e.g. google.com, microsoft.com) to get more information about the automation. The given GUID is unique worldwide! So you’ll get the name for the automation quite easy. The variable name, where the automation is used, is also a hint for the name, also comments in the code.
Then search for the file on the server using windows explorer, where the nav service is installed and where you want to run the nav object (report, table, codeunit, …), if that automation file (dll) is physically installed.

  • If you do not find it, then it’s missing. download it from the vendor or install the missing software, which includes that automation.
  • If you find the file, then it was not registered correctly. In that case you need to run the registry tool regsrv32. First uninstall, then re-install the automation:
    Regsvr32 [/u] [/n] [/i[:cmdline]] <full path to dllname>
    for more details and troubleshooting follow this.

Typical GUIDs according that issue:

  • 000208D5-0000-0000-C000-000000000046: Microsoft.Office.Interop.Excel
  • 248DD896-BB45-11CF-9ABC-0080C7E7B78D: Winsock Control 6.0
  • DB07BCE5-B131-11D3-9219-00002430F8E2: CFront Plus
  • F5078F18-C551-11D3-89B9-0000F81FE221: MS XML 4.0 (or 6.0)

If you can’t find the GUID on the web, then it is probably a custom automation developed by yourself or a vendor years ago.

cheers

Setting up precisions

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In Dynamics Nav amount and currency precisions are set on a central point, in the General Ledger Setup. These settings apply for the LCY (Local currency). Foreign currencies are configured in page Currency Card (on base of table Currency).

Fields “Amount Decimal Places”, “Amount Rounding Precision”, “Unit-Amount Decimal Places” and “Unit-Amount Rounding Precision” are maybe missing in this page. In the standard page they are not shown. In that case adde them to the page in the development environment.

In the currency card you can configure foreign currencies. Here you find the same fields to set the precision as in the general ledger setup. This is also the place to set/update the exchange rates.

For details about the fields in G/L Setup follow
https://msdn.microsoft.com/en-us/library/hh168649(v=nav.70).aspx
https://msdn.microsoft.com/en-us/library/hh169567(v=nav.70).aspx

For details about the fields in the Currency Card follow
https://msdn.microsoft.com/en-us/library/hh169173(v=nav.70).aspx
https://msdn.microsoft.com/en-us/library/hh170490(v=nav.70).aspx
https://msdn.microsoft.com/en-us/library/hh168784(v=nav.70).aspx

Additional it’s possible to activate automatic invoice rounding:
To make sure that sales and purchase invoices are rounded automatically, you must activate the invoice rounding function. In the Search box, enter Sales & Receivables Setup or Purchases & Payables Setup, open the page, on the General FastTab, select the Invoice Rounding check box. You can activate invoice rounding separately for sales and purchase invoices.

cheers