Skip to the content

Move Around NAV Quickly and Efficiently

Move Around NAV Quickly and Efficiently

The Navigation Menu

This feature is particularly useful when you want to retrieve some information and you have a document number. Using the NAV search function, type in “Navigate” and the system will display the different places where it appears and each one of these can be enquired upon:

Navigation in NAV

The Find Tool

Choosing General Ledger History and then selecting Navigate from the Tasks category, enter the document number to be searched. The posting date option can be used in conjunction with the document number if known. Click on Find and the system will search for all of the information in relation to the document number, such as the Posted Sales Invoice, General Ledger Entries and other associated entries and tables etc.:

General Ledger History Navigation

Show Related Entries

It is then possible to select and click on these records to display the detailed information by highlighting the entries to be viewed and selecting Show Related Entries:

Showing Detailed Information

The detailed information is then displayed:

Show Related Entries

Find the Document Number

Although originally the search commenced in the GL History to find the detailed Posted Sales Invoice information, it is also possible to find other document types by entering a different document number, e.g. a posted Purchase Invoice.

Purchase Invoice Detailed Information

The posted Purchase Invoice is displayed:

Posted Purchase Invoice

Find Out More

To find out more, have a look at the related blogs:

Use the Search Function
Drill Down
Screen Organisation

Teresa Parker

Teresa is the company's office manager and PA to the directors. Her role is to ensure the office runs efficiently, to support the directors in their day-to-day work and to log incoming support calls.

comments powered by Disqus

I find their approach to our relationship very professional whilst being refreshingly realistic. We now consider them to be part of our team

Lee Crowhurst, Technical Director

Partner with the Experts

With over 200 years of combined experience in Microsoft business solutions, our team will help to get you up and running, as well as building a partnership that keeps you supported, all from our UK offices. 

From functionality and licencing to business strategy, we like your questions; contact our experienced team for open, honest and reliable advice so that we can find the answers.