Microsoft Dynamics NAV 2018 is an enterprise resource planning (ERP) solution that helps businesses manage their finances, supply chain, and operations. One of the key features of Dynamics NAV 2018 is its ability to handle payment certificates, which are documents that provide evidence of a payment made to a supplier. However, sometimes issues can arise when posting payment certificates, and it can be difficult to determine the root cause of the problem. In this blog post, we will explore some common debugging techniques for issues with posted payment certificates in Dynamics NAV 2018.
Step 1: Verify Certificate Information The first step in debugging issues with posted payment certificates is to verify the certificate information. To do this, follow these steps:
- Navigate to the payment certificate in question.
- Verify that the information on the certificate, such as the supplier name, payment amount, and payment date, is correct.
- If there are any discrepancies, correct the information and try reposting the payment certificate.
Step 2: Check Posting Setup The next step is to check the posting setup to ensure that it is configured correctly. To do this, follow these steps:
- Navigate to the “Posting Setup” page in Dynamics NAV.
- Verify that the account numbers and other posting details are correct.
- If there are any discrepancies, correct the setup and try reposting the payment certificate.
Step 3: Check Account Balances The third step is to check the account balances to ensure that they are accurate. To do this, follow these steps:
- Navigate to the “Chart of Accounts” page in Dynamics NAV.
- Verify that the account balances are accurate and match the payment certificate information.
- If there are any discrepancies, correct the account balances and try reposting the payment certificate.
Step 4: Check Posting Date The fourth step is to check the posting date to ensure that it is correct. To do this, follow these steps:
- Navigate to the payment certificate in question.
- Verify that the posting date is correct.
- If the posting date is incorrect, correct it and try reposting the payment certificate.
Step 5: Check for Errors The final step is to check for any error messages that may be preventing the payment certificate from posting. To do this, follow these steps:
- Navigate to the “Error List” page in Dynamics NAV.
- Check for any error messages related to the payment certificate.
- If there are any error messages, address them and try reposting the payment certificate.
Conclusion
Debugging issues with posted payment certificates in Dynamics NAV 2018 can be a challenging task. However, by following the steps outlined in this blog post, you can troubleshoot common issues and identify the root cause of the problem. Whether it’s verifying the certificate information, checking the posting setup, or checking for errors, taking a systematic approach can help you resolve the issue and ensure that payment certificates are posted accurately in Dynamics NAV 2018.