Monthly Archives: October 2007

Question of Morality?

A few weeks ago, a CFO that recently joined his company called us up asking to quote Microsoft Dynamics NAV to them. This company had gone through a couple of management changes, got sold to another company, and then resold again to a group of private investors. Needless to say, none of the current employees have been there very long.

It just so happens that the CFO had used Navision before and loves it very much. He had gotten several quotes from different solution centers which were all about the same price.  In the end, for whatever reasons, we were able to win the deal.

By this point, the budget was approved for the amount specified on the quote. When we place the order with Microsoft, to our surprise, the company had purchased Dynamics GP back in the 90’s that no one knew about. This meant that we were able to receive credit from Microsoft and apply the credit to the cost of the software. The amount of the credit was 50% of our total software deal. So this is a significant amount and would cut into our profit for this deal.

At this point, two scenarios quickly came into my mind:

1.       Keep my mouth shut and fulfill the amount as specified on the original quote. Basically we would be able to book the difference as pure profit.
2.       Tell the customer of the credit from Microsoft and apply the credit to their quote

This basically came down to whether or not we should pocket the money or be honest and give the customer the credit they deserve.

It took me some time to decide what to do. The choice was hard but it was a decision that I would expect myself to make and the people we work with to make. It’s the way we’re brought up. Its’ way we build trust. It’s making the world a more pleasant place to live: I was to give the credit to the customer from the software purchase.

Before making the phone call to inform our new customer the good news, another thought came to my mind; was this good news for the CFO? I could only imagine the questions he would face if we invoice him for something that was significantly different than the amount specified on the quote:

“Why didn’t you do your due diligence and realize that the company had purchased GP before?”
“Why didn’t you know that you could’ve applied the credit the company had in GP?”
“What other things the board hired you to do are not done properly?”
“How can you propose such a budget if you don’t have the grasp on the proper information?”
“How can the company trust your decision making ability in the future?”

Would I be the person that will cause his loss of credibility with the CEO and the board and ultimately his job? Or was I just thinking too much?

I picked up the phone and delivered the whole story about the Microsoft credit to him privately. As I expected, there was no congratulatory remarks or a word thanking us for our honesty. He listened intently, paused for a few seconds, and then said, “Hmm… We bought the software that long ago and they still recognized it? Go ahead and send us the invoice then.”

From his paused, I can sense that for a few seconds, millions of thoughts went through his mind as well. What were his thoughts? God only knows, because I wasn’t going to ask him.

In the end, there was no right or wrong. It could be right or wrong depending on how you look at the situation and who you are. I did what I thought was the right decision; it was information that I would’ve liked to receive if our roles were switched. I would not like it very much if I found out this information on my own at a later date.

I guess that’s why we were able to win the deal.

How to Print to local printer using RDP

This is a poor man’s way of having users connect remotely and allowing them to print locally. Using RDP, you will not have to spend money on an expensive product like Citrix unless you really have to. Note that Citrix is a great product, but it’s out of reach for customers who have limited IT budget.

1. On the remote computer check to make sure the “Printers” box is checked on the “Local Resources” tab of the “Remote Desktop Connection”.

2. On the server install the printer driver that the remote user has. 

3. When the remote user connects the server will now see all of the remote’s printer ports

4. The remote user will now need to go to the “Printers” folder of the host computer and change the port setting 

5. When they click on the “Ports” tab of the printer they will see a list of all available ports. The ports that refer to the remote user will appear as TS00x (Where x will be 1-8 depending on the number of installed printers the remote user has).

6. Started with TS001 printed a test page. If that doesn’t work, then changed the port and keep test printing until something prints on your computer.

Why you have Negative Inventory Value with 0 Quantity – Navision 3.7b to Navision 5.0

Here are a couple of reasons why you would get inventory value if you have 0 quantities when you print Inventory Valuation report and Inventory to G/L Reconcile report as of a certain date.

Scenario 1:

If the adjust cost is processed on 7/31/07, and the Allow Posting From was 7/1/07 on General Ledger Setup, the following would occur:

 6/15/07 – Purchase Receipt – $10
6/28/07 – Ship and Invoice – $10
7/15/07 – Purchase Invoice – $12
7/31/07 – Additional Cost for the sale made on 6/28/07 – $2

In this case, when you print the inventory valuation as of 6/30/07, the inventory quantity would be 0 and the inventory value would be 0.

Scenario 2:
If the adjust cost is processed on 7/31/07, and the Allow Posting From was 6/1/07 on General Ledger Setup, the following would occur:

6/15/07 – Purchase Receipt – $10
6/28/07 – Ship and Invoice – $10
7/15/07 – Purchase Invoice – $12
6/28/07 – Additional Cost for the sale made on 6/28/07 – $2

In this case, when you print the inventory valuation as of 6/30/07, the inventory quantity would be 0 and the inventory value would be -$2.00.

Explaination
Navision will automatically post the additional cost to the original invoicing entry because that’s where the cost originally applies to. If Navision detects that the Allow Posting From is before the adjusting date, then it will use whatever the Posting Date is when the adjust cost is ran.

Scenario 3:
If the adjust cost is processed on 8/31/07, and the Allow Posting From was 7/1/07 on General Ledger Setup, the following would occur:

6/15/07 – Purchase Receipt – $10
6/28/07 – Ship and Invoice – $10
7/15/07 – Purchase Invoice – $12
8/31/07 – Additional Cost for the sale made on 6/28/07 – $2

In this case, when you print the inventory valuation as of 6/30/07, the inventory quantity would be 0 and the inventory value would be 0. When you print the inventory valuation as of 7/31/07, the inventory quantity would be 0, but the inventory value would be $2.00.

Explaination
Navision will automatically post the additional cost to the original invoicing entry because that’s where the cost originally applies to. If Navision detects that the Allow Posting From is before the adjusting date, then it will use whatever the Posting Date is when the adjust cost is ran. In this example, since the Adjust Cost process posting date is 8/31/07, it will use this date as the Posting Date for the adjusting entry.