Background Posting in Microsoft Dynamics NAV

Background posting it's procedure wich transfers your completed document to NAS server and post it for you. Background posting uses job queue and in Microsoft Dynamics NAV.


Background posting covers both the sales and the purchase side and has been implemented for the following areas: Sales Order, Sales Invoice,  Sales Credit Memos, Sales Return Order, Purchase   Order, Purchase Invoices, Purchase Credit Memos and Purchase Return Order.

   Set Up Background Posting for Sales Area

    The first step is to set up a job queue to run the background posting

1. In the Job Queue Category List, you create a new job queue category (or select standart the SalesPost category). In our example it TEST category. In the next part you will see why should we use it.

  

    2. In the Job Queue card create a new Job Queue. Fill Code and Description fields and choose Job queue category which created before. So this job will only run the job queue entries with the               category TEST. Remaining fields in the GeneralFastTab show the status of the job queue.

    It is possible to choose which Nas service the job queue must run on in the NAS Settings FastTab

    The next step is to set up the background posting, in this case, the sales side

1. On the Sales & Receivables Setup page we select  Background Posting FastTab
2.         You activate background posting for sales documents by selecting the Post with Job Queue check box.
3.   .   Job Queue priority is that if you have several job queue it post one after another depend on higher priority. Max priority = 1000.
4.        To filter to the sales order type of job queue entry, choose the Job Queue Category Code field.   When you choose this category, you are filtering to all sales orders that match any job queue that has the same category code.
5.         Activate the Notify On Success check box if you want the user that posted the document to notified about the state of posting. There will be a notification attached to the posted document as well as a notification in the My Notifications part on the role center.

     

     And if you need You can apply the same steps to the Purchases & Payables Setup page

     Now, the application has been configured and it is possible to start posting.

      Running background posting

     1. Create new sales order

     2. In FastTab Lines fill Qty. to Ship, Qty. to Invoice (it depend on your intentions). If don't fill this fields have such error: "There is nothing to post"

     3. Click Post and see such message

     In the Sales order list it is possible to see the state of posting showing the Job Queue Status field The list page will show the status of posting

   4. The My Job Queue part also shows the progress of the jobs. Any job queue errors will be readable from the entry in the job queue. Failing job queue entries are displayed in red, while the job queue entries in line are displayed in black. 

    After posting My Notifications part shows any errors related to the posting or successfull finished.

  5. And when selected Job Queue start all sales order will post.

  While you click post Job Queue create new Job Queue Entry Card of each one of document.

  All error with detailed information save in Job Queue Log Entries

   Since job queue  are used in background posting, following things can be achieved,

1. Can run many job queues with selection criteria per company
2. Can run more than one job queue on the server at the same time
3. Jobs will run with the user's permission and no special security is required.

    

    

Microsoft Dynamics NAV for Mobile Devices

Microsoft Dynamics NAV for Mobile Devices

From the very beginning of the investigation it's important to define what Microsoft Dynamics NAV for mobile devices is.In Microsoft documentation there is mentioned such an appellation as Microsoft Dynamics NAV Universal App. This is the common name for the NAV app across all devices.

So Dynamics NAV Universal App includes:

• - Dynamics NAV Windows client
• - Dynamics NAV Web Client
• - Dynamics NAV Tablet Client
• - Dynamics NAV Phone Client

As shown on the schema above Dynamics NAV Tablet Client and Dynamics NAV Phone Client are included to NAV for mobile devices.

It’s important to know that mobile clients have being available since NAV 2015 version was released.
Dynamics NAV Tablet and Phone Clients are released for different operation systems:

• - Windows (Windows Store)
• - Android (Google Play)
• - iOS (App Store)

NAV can be downloaded from these stores absolutely free.

Looking ahead it’s important to say that Dynamics NAV Tablet and Phone Clients can not support networks with domains. So if your NAV server is in domain it will be impossible to log in. To solve this issue your system administrator should start Device Registration Service which is available on Windows Server 2012 R2. Also system administrator should install special certificate on your mobile device.
This issue concerns Android, iOSs and Windows.

How to make it work

To make your NAV database available on your mobile device you should set up Dynamics NAV Web Client.There are several steps to do it:

1. Choose the database to work with.

2. Add and start an NAV Server instance to chosen database.

3. Install Web Server Components (if not installed already).
To install Web Server Components you should run NAV setup file. Then click on “Add or remove components”. In next window you should make Web Server Components available.Then click "Next" and follow the installation instructions.

4. Add a NAV web server instance.

When all necessary components are set up NAV web server should be run. To reproduce it follow next steps (information from msdn.microsoft.com):

4.1. On the computer or virtual machine that is running Microsoft Dynamics NAV Server, run Microsoft Dynamics NAV Administration Shell as an Administrator.

Choose Start, in the Search box, type Microsoft Dynamics NAV Administration Shell.

Right-click the related link, and then choose Run as Administrator.

4.2. At the command prompt, type command in the following format:

New-NAVWebServerInstance -WebServerInstance <MyWebApp> -Server <NAVServer> -ServerInstance <NAVServerInstance> -ClientServicesCredentialType <NAVCredentialType>

Example:

New-NAVWebServerInstance -WebServerInstance MyNavApp –Server MyNavServer –ServerInstance DynamicsNAV90 –Company MyNavCompany -ClientServicesCredentialType NavUserPassword

Addition information is here.

5. Run NAV Web Client.

To run a NAV Web Client you should run your browser and type string in a next format to address field:

http://ComputerName:Port/WebServerInstance/WebClient

Example:

http://MyNAVWeb:8080/DynamicsNAV90/WebClient

6. Run NAV Tablet or Phone Client.

So if Web Client opens without errors you can start with overview of Tablet and Phone client. If you have downloaded NAV for your Windows, Android or iOS phone you can log in with your mobile device. If not, you can just see how these clients look like with help of your browser. Fill in address field with links for tablet and phone accordingly:

http://MyNAVWeb:8080/DynamicsNAV90/WebClient/tablet.aspx

http://MyNAVWeb:8080/DynamicsNAV90/WebClient/phone.aspx 

There is quite big list of limitations in NAV Web, Tablet and Phone clients. You can find information about it here.

In conclusion we can say that NAV Tablet and Phone Clients do not replace NAV Windows or Web Clients, because NAV for mobile devices allows to run limited set of simple application scenarios. The main idea is to let user be online when he or she is out of desk.