Create an Item in Microsoft Dynamics NAV 2017

(Transcript)

Hello and welcome to the NAV Viking coffee Mug Tutorials. What I wanted to go through in this session is 2017, NAV 2017. Now that we are in the new year, 2017, it is of course good to go over everything that is new.

One of the things that is kind of subtle in the new product, 2017, is the generation of items. I have a video that’s based on NAV 2015 that goes through the creation of an item, but there it was the traditional way, which it has been for a very long time, just in a new version. In this version, 2017, this has been changed, so it’s made easier.

Creating a New Item:
I’m going to go ahead and create a new item just quickly and show you what I’m talking about. I get here into the item screen and then I just hit new. And when I hit new I get a list of templates. so, it says select the template for a new item. And here we have multiple different templates. So, if I say, oh, it’s going to be a retail item; just hit ok, and then it brings up the item screen and it picks the next number in the sequence.

Let’s go ahead and say, ok, this is going to be a 2017 coffee mug, standard. Hit enter on that and this is it, that’s all I need to do in order to create a new item, as long as I want it to be have rather normally.

Retail Item Template: What's Configured?
And it’s a retail item, which means somebody put a thought into configuring what a retail item is and what should be standard in there.

So, you can see it picks up the base unit of measure, it puts in a tax group here. I know it is set up as furniture but, ok, we’ll live with that.

And we have, if I go in here into the item and show invoicing, if I show the actual invoicing side and price and costing, we can see— it’s another thing with 2017 you can see here show more fields and fewer fields. This has been around for a while however, it’s been kind of made better in the 2017 version where they actually thought about really what you wanted to show in show more and show less.

So, if I hit show more on the price and costing, I can see my financial details here and this is what connects the item to accounting. And this is already been set up by the template. So, a normal user isn’t really not thinking too much about accounting when they are creating items; and they really shouldn’t be. So, when the system is being configured templates are basically just set up, which map the item straight to accounting, so skipping that step for the user that I always have to put that in.

Templates Explained
Now if I go back and explain the templates, that means you’re going hit new again here, I get this template list. I’m going to sneak peek into this line right here; hit edit. So, this is a template. And as you can see here, if we create a template and enable it, we can set up basic things like; what is going to be the base unit of measure for particular item type, is it an inventory item or not, do we have any extended text, are there any specific price calculations or price profit calculations, what is the costing type; standard or FIFO or LIFO, etc.

and here the financial details, I actually think this is the most important part, this gets filled out automatically. The item category used to do this before but this even takes away the need to have the item category at all. Now if you have an item category, you can set that up for the item template, etc.

So, I think it’s a big improvement. It makes creating items much easier so that the person who is actually assigned to that job does not need to have any knowledge of accounting or the chart of accounts.

And that’s what I wanted to go through today. I hope it was enlightening and thanks for watching and please, subscribe or give comments. Thank you.