Skip to main content

Setting up Role center - Dash boards( CUES)

Here are the steps to work with CUE GROUP in Dynamics NAV 2016

Step 1 – Creating a Role Center Page for Cue Group
Among different options available in Dynamics NAV one of the frequently used option is of Type – RoleCenter, similar to the dashboards, CUEGROUP page type should also be ListPart or CardPart to integrate it with a RoleCenter Page. RoleCenter Page can be created from NavisionDevelopment Environment like other pages.

Step 2 – Creating a table for CUE group page
Cue groups shows the information in the form of numbers (i.e. an Integer), So this table for Cue Group needs to have fields with type numbers, and this fields shows the data which flows from various other tables (For example Field Type – Flow Field which shows Count from Sales Header of type “Order)

Step 3 – Creating a CUE Group page
For creating a Cue Group page, Create a new page and create a Container for the Page which is the main portion of the page, Inside the Container Create a Group whose Sub-type would be –CUEGROUP, field on the page should be the fields from table created in Step 2.

Step 4 – Initiating the Flow Fields for CUE GROUP
Once the page is created, a code for initiating the flow fields for the very first usage of the table should be written on the Page “OnINIT” trigger.

Comments

Popular posts from this blog

The Difference Between Microsoft Dynamics NAV and AX

The Difference Between Microsoft Dynamics NAV and AX Microsoft Dynamics offers a variety of ERP solutions. You might say there is a solution for every purpose and every industry. Two of the offerings,  Dynamics NAV  and  Dynamics AX (now part of  Dynamics 365 ) share some of the same features so you might wonder: ‘what are the differences and which is right for my organization?’ Both ERP solutions are highly customizable, available in and adaptable to many languages and currencies used around the world. The two solutions can also be employed in a central location or across diverse satellite locations and are designed to grow as a business grows. Their industry-specific functionality can assure compliance with local and regional requirements. In short, both solutions could rightly be described as comprehensive and well equipped to manage complex requirements of supply chain and inventory. So, what is the difference? Is one better than the other for your...

Office 365 integration in a Dynamics NAV hosting environment

Office 365 integration in a Dynamics NAV hosting environment We from the Microsoft Dynamics NAV support team (Microsoft CSS) see an increasing number of support cases coming in related to Office 365 integration in a hosting environment. This range from the relatively new Edit in Excel feature or the relatively new Outlook Business Inbox to the more familiar Office 365 Single Sign On functionality. This blog post is intended to help you to first discuss the requirements with your customer, it may also help you to understand the difficulties. It should be relatively easy to implement these capabiltities, but since there are so many external components that require different configuration setup, we may end up in high labor intense support cases where we need to put all pieces together. This blog post will hopefully serve as a guide where we summarize all relevant documentation that is out there. Finally, we will showcase a typical environment with several Azure AD’s amo...

Purchases and Direct Cost Applied Accounts in Microsoft Dynamics NAV

Purchases and Direct Cost Applied Accounts in Microsoft Dynamics NAV When working on new Dynamics NAV implementations (and for that matter, existing NAV solutions), we get a lot of questions about the Purchases and Direct Cost Applied Accounts—namely, what are they used for? We were trained in accounting that, when an inventory purchase receipt is invoiced (vouchered), we would debit the Inventory Account and credit the Accounts Payable Account and be done with it. Dynamics NAV doesn’t handle it that way. When we look at the General Posting Setup in Dynamics NAV 2013 (see below), we see that there is a column for the Purchases Account and the Direct Cost Applied Account. Figure 1 - General Posting Setup in Dynamics NAV 2013 When a purchase receipt is invoiced (vouchered) in NAV, we get the following General Ledger entries: Dr Purchases Account for the Actual Invoice Amount Cr Accounts Payable Account for the Actual Invoice Amount Dr Inventory Account for the Ac...