Nav Tips

Microsoft Dynamics NAV – Using Limit Totals

Posted By
BDO

Microsoft Dynamics NAV offers very powerful functionality based upon “Flowfields”. By setting filters, of the Limit Totals variety, a user can control the information displayed.

Perhaps the most common use of this functionality relates to displaying the Chart of Accounts. The Chart of Accounts list provides columns that represent balance fields for “Net Change”, “Balance at Date” and “Balance”. By setting a date filter, the user can render information that makes tasks like month-end review of financial information more efficient. For example, the image below represents a Chart of Accounts view filtered for the month of January 2015.

 

Microsoft Dynamics NAV Chart

 

The Net Change column represents the impact of transactions in the month of January 2015. The Balance at Date column represents the GL account balance at the end of the month. The Balance column continues to reflect all activity in the GL account regardless of date.

The functionality goes beyond simply calculating numbers differently. It also provides quick access to the details that build up the number. So, for example, clicking on an amount in the Net Change column will display a list of all activity in the date range provided in the filter (the month of January 2015 in this example). Clicking on the amount in the Balance at Date column will display a list of all activity up to the ending date (January 31, 2015 in this example).

The same functionality exists on other lists within the Dynamics NAV system. For example, a company with several warehouses may want a quick way to look at inventory information that relates to a single location. On an Item List, a location filter can be set, as shown below.

 

Microsoft Dynamics NAV Chart 2

 

With this filter set on the list, when the user opens an item card, the information displayed will represent that location. In the above example, the filtered view of the Bicycle would show a quantity on hand for the “BLUE” location only. The quantities on order fields would also reflect numbers for the “BLUE” location only. As with the Chart of Accounts view, when a user drills into one of these numbers, the resulting details will relate to the filtered location.

Users have the ability to save list views that will hold the filtering set. For details on how to do this refer to related post: MICROSOFT DYNAMICS NAV 2013: TIPS AND TRICKS FOR WORKING WITH LISTS.

To learn more about Microsoft Dynamics NAV contact our Microsoft Dynamics NAV Specialists or download our Top Reasons to Purchase Your Next Business Solution from Microsoft and BDO brochure.

 

Download our Top Reasons to Purchase Your Next Business Solution from Microsoft and BDO brochure
Download our Top Reasons to Purchase Your Next Business Solution from Microsoft and BDO brochure

 

 

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