Installation and Client Deployment

With the Microsoft Dynamics NAV 2013 Set up function you can now easily install different components on different computers.

When you run the Microsoft Dynamics NAV 2013 Set Up you have the choice to install a predefined component package or modify the component contents of an existing package prior to deployment.

With the Developer installation you can also add in components from the full range of Microsoft Dynamics NAV components.

Process

Running the Set Up.exe application provided as part of Microsoft Dynamics NAV 2013 and selecting the Install option displays the Installation Options (component packages) as a tree view.

If you have chosen the ‘Choose an Installation Option’ (rather than ‘Install Demo’), then the ‘Choose an Installation Option’ page appears where you have the choice of the following options to install:

· Client option

· Server option

· Developer option

clip_image002[5]

Select the components that you wish to deploy.

Next, preconfigure the parameters for the installation which will have been defaulted as part of the process.

If the ‘Custom Option’ was selected on the ‘Choose and Installation option’ page, then at this point it is possible to configure the following components dependent on the choice of installation:

· Microsoft Dynamics NAV Server

· Microsoft Dynamics NAV Server Administration tool

· Windows Client

· SQL Server Database components

· Microsoft Dynamics NAV Portal Framework for Sharepoint

· Web Server components

· Microsoft Office Outlook Add-In

· Automatic Data Capture Systems

· Documentation

· ClickOnce Installer Tools

clip_image004

Before applying the parameters defined above, you can save the SetUp configuration which can then be reloaded on the ‘Choose an Installation Option’ page during future installations when choosing ‘Custom Components’

This allows you to create custom deployments that you can distribute to different Users within a company.

 

ClickOnce Client Deployment

ClickOnce is a component of the Microsoft .NET framework which allows users to install the Windows Client from a URL (Network Share or Web).

Benefits include:-

· Centralised Configuration of Client Settings (via the ClientUserSettings.config file), e.g. Server Address, Authentication Type.

· Centralised Management of Binary Patches enabling automatic verification of new versions each time the user clicks on the URL.

· Ability to centralise Configuration file Upgrades, e.g. moving users to connect to an alternative server.

· Ability to distribute additional 3rd party assembly components to a user’s desktop.

NAV 2013 Timesheet Integration–Jobs

In earlier versions of MS Dynamics NAV, journals were used to collect resource time registrations. In Dynamics NAV 2013, this has been enhanced by the provision of Time Sheet functionality, which is a much more functionally rich and user friendly way of capturing basic resource information.

Users and Approvers can be created and linked so that Timesheets can be viewed and approved by the relevant responsible person.

Timesheets can then be used to track the time that is used on a job, service order or assembly order and are created for weekly time periods.

Provided Jobs have the correct Resource/Responsibility assigned then it is possible to create Time Sheets by populating the Time Sheet Lines using the Job Planning Lines as the source data.

Or alternatively create Timesheets based on individual Resources

Time Sheets can also be configured to be viewed, edited and managed through the NAV Sharepoint portal.

Resource configured for using Time Sheets

image

Job Card with Planned Resource

image

Timesheets created by using Job Planning Lines

image

Example Time Sheet to be completed

image

The Time Sheet Approver or Manager can view a list of those Employee Timesheets that require actioning….

image

Clicking on the [Edit Time Sheet] button then allows the Manager to Approve, Reject or Re-Open previously Approved Timesheets or review the Activity Details of specific tasks that have been linked to the Timesheet.

image

Time Sheets lines can also be used to populate Job Journals..

image

Use the [Suggest Lines from Time Sheets…] button to populate the Journal Lines.

image

NAV 2013 Item Availability Views

Three new item availability views have been included in MS Dynamics NAV 2013

· Item Availability by Event

· Item Availability by Time-Line

· Item Availability by BOM Level

image

Item Availability by Event.

This new view shows how projected inventory figures change over time by the inclusion or otherwise of supply and demand events. The window shows information only about the dates when figures change because of an event. Where no change occurs then that time period is not shown.

Filters allow the inclusion of forecasted figures and planning suggestions, such as blanket orders and uncommitted purchases.

Time periods can be defined and expanded or collapsed as required.

Expanding a line in the view shows the document or event that gives rise to the change in inventory.

Using the [Show Documents] action then displays the actual document related to the line.

image

image

Item Availability by Timeline

This view provides a graphical representation of the items projected inventory based on future supply and demand events. Similar to the view by Event, filters are provided to include or exclude planning suggestions.

Each change in projected inventory is shown with an ‘X’. Moving the cursor over the ‘X’ shows the underlying documents that give rise to the change.

It is possible to click and drag the ‘X’ point to different time periods to show the difference that would be made to projected inventory levels if the document were re-planned. This is function is only available when the ‘Planning Suggestion’ view is selected. It is not possible to change the timeline of actual Sales or Purchase Orders, for example,

The view can be opened from an Item Card (example shown), planning or requisition worksheet line.

If the graph is changed a [Reload] Action is available to re-populate the view with the original data.

image

This view shows the projected inventory levels and the supply and demand occurrences that affect that inventory.

Click on the ‘Planning Suggestion’ tick box will show the current suggested requirements that have been calculated.

image

On this view it is possible to ‘drag and drop’ the highlighted nodes to model the different inventory levels that would be achieved by amending the suggested requisition.

Item Availability by BOM Level

This view is extremely useful for seeing the availability of BOM items in terms of how many parent Items can be made for its underlying ‘child’ items and when each will be needed to satisfy demand.

Each BOM item is shown as a collapsible line that can be expanded to show its constituent parts and through multiple BOM levels.

The view shows how many of each Item is available and also how many of the top level and each subsequent ‘parent’ item the projected inventory can supply.

The ‘Bottleneck’ field indicates which item is restricting the quantity of the top level item that can be made. For example a Sales order expected receipt date is too late to make additional items as shown by the ‘Needed Date’ field.

image