Thursday, July 21, 2011

NAV 2009 feature: Substitute posting groups

New feature: Substitute posting groups.

Every functionality in Sales and Marketing, that has any relevance to Posting groups, has new functionality which backs-up original posting group setting.
This functionality enables users to set up substitute posting groups thus disabling users to change posting groups as they please. Substitute Posting Groups option needs a little more effort to set-up, you'll extend NAV's security features to new level.
Standard NAV 2009 feature copies Posting groups directly from customer or vendor cards directly in form field which is dedicated to Posting group (ex. Customer Posting Group). NAV 2009 requires user to set-up rights for changing posting groups, or to enable substitute posting groups.
Setup Path: Financial Management > Receivables > Setup > Sales and Receivables Setup.

This setup form has Boolean field Allow Alter Posting Groups which enables changing of posting groups.
After enabing change of Posting Groups fill in substitute posting groups. This is done in Posting Groups SubForm

Customers Vendors
Form ID: 110 Form ID: 111
SubForm ID: 26504 SubForm ID: 26505

Path for customers: Financial management > Setup > Posting Groups > Customer > Posting Group > Substitutions.
















Path for vendors: Financial management > Setup > Posting Groups > Vendor > Posting Group > Substitutions
















Here are some pointer for consultants and implementators:
  1. When entering posting groups through NAV forms you'll get error when trying to enter same substitute posting group as upper (normal) posting group.
  2. When trying to choose posting group from Posting group flow field, and you choose same posting group you'll get error:

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