Dynamics NAV Tip: Using the Navigate Feature Can Help Find Posted Documents

Reading Time: 1 minute

Share:

  1. In order to search NAV for posted documents and related entries, you can use the “Navigate” function to find all related entries.

a. You can access Navigate from within your role center, or search for “Navigate”.

b. Enter the document number and posting date in the requested fields.

c. Select “Find”.

d. All related tables (with records containing corresponding posting dates) will be displayed.

e. Next, highlight a table name and select “Show Related Entries”. You will see the related records pertaining to the specified document number.

f. In addition, the Navigate feature has the ability to find related entries by both business contact and item reference (Lot No., Serial No.).

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

SIGN-UP FOR INSIGHTS

Join 14,000+ business executives and decision makers

Upcoming Events

Upcoming Events

Latest Insights

About The Author