Book Image

Implementing Microsoft Dynamics NAV 2013

By : Laura Nicolàs Lorente, Cristina Nicolàs Lorente
Book Image

Implementing Microsoft Dynamics NAV 2013

By: Laura Nicolàs Lorente, Cristina Nicolàs Lorente

Overview of this book

<p>Microsoft Dynamics NAV 2013 is an Enterprise Resource Planning (ERP) application used in all kinds of organizations around the world. It provides a great variety of functionality out-of-the-box in different topics such as accounting, sales and purchases processing, logistics, or manufacturing. But it also allows companies to grow the application by customizing the solution to meet specific requirements.<br /><br />"Implementing Microsoft Dynamics NAV 2013" explains all you need to know to successfully handle your first Dynamics NAV 2013 implementation. You will learn what the application can do out of the box, how you can extend it to meet any kind of requirements, and how to manage real implementation projects with real customers.<br /><br />This book does not only cover typical topics when implementing the new version of an ERP system; topics that are not found in any previous documentation of Dynamics NAV, such as the implementation process at the customer side, or implementing functional changes on existing Dynamics NAV implementations are included in here. This approach makes this book different.<br /><br />After reading "Implementing Dynamics NAV 2013" you will be empowered with the skills and knowledge you need for successful implementations.</p>
Table of Contents (22 chapters)
Implementing Microsoft Dynamics NAV 2013
Credits
About the Authors
Acknowledgement
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Using filters and FlowFilters


A good and powerful way to view and analyze data is to use filters and FlowFilters inside the application.

We have explained the use of filters in the Navigating through your data section in Chapter 3, Dynamics NAV General Considerations. Refer to that chapter to get some examples on how to use filters to analyze your data.

In that same chapter we explained what the SIFT technology is and how to define fields on tables to use that technology. What we have not explained in that chapter is that FlowFilters can be applied over fields defined to use SIFT to narrow-down the calculated results. That is actually what we will be explaining now.

We will be looking at the Chart of Accounts page to explain how to apply FlowFilters and the results they produce.

  1. Enter Chart of Accounts in the search box of the Dynamics NAV Windows client.

  2. Select Chart of Accounts.

  3. The Chart of Accounts page will be shown.

    The following screenshot shows part of the Chart of Accounts page. We have...