Please join eSoftware Professionals as we present Donor Overview for New Users and Blue Receipt Reporting for Ceres 1.x/2.x.

Webinar: Donor Overview for New Users and Blue Receipt Reporting for Ceres 1.x/2.x

• Wednesday, March 2, 2011, 10 am – 11:30 am Pacific

During this class we will explore:

• Setting up Product Donors in Ceres

By the end of class, attendees will have a better understanding of:

• How donors are defined
• How to set up and edit a Donor Card
• How to find and view Donor Cards

This class is recommended for new or existing members who are involved in working with Donor information in Ceres 1.x & 2.x.

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

Webinar Cost:

• If you are currently signed up for a monthly Support Plan with eSoftware, the classes are available to you at no additional charge.
• If you are not enrolled in our support plan, there will be $75 charge per company/food bank.
• There is a 3 person maximum per company/food bank.

Please join eSoftware Professionals as we present Item Journal Transfers in Ceres 1.x/2.x. This class will explore how to use the Item Journals to reclassify inventory, adjust inventory for trash, and transfer inventory to different locations/bins, etc.

Webinar: Item Journal Transfers and Adjustments in Ceres 1.x/2.x

• Wednesday, February 16, 2011, 10 am – 11:30 am Pacific

By the end of class, attendees will have a better understanding of how to:

• Understand how to use the item & transfer journals to post adjustments
• Know how to create and use the reason codes for adjustments
• Be familiar with the correct procedure for positive and negative adjustments in relation to Lot Assignment, Product Coding, etc.

This class is ideal for your new employees or employees who responsible for reclassifying, adjusting and moving inventory in Ceres 1.x/2.x.

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

Webinar Cost:

• If you are currently signed up for a monthly Support Plan with eSoftware, the classes are available to you at no additional charge.
• If you are not enrolled in our support plan, there will be $75 charge per company/food bank.
• There is a 3 person maximum per company/food bank.

Please join eSoftware Professionals as we present Customizing Role Centers in Ceres 2009.

Webinar: Customizing Role Centers in Ceres 2009

• Tuesday, February 1, 2011, 10 am – 11:30 am Pacific

During this class we will explore:

• Customizing the Navigation Pane
• Customizing your Workflow to Shorten Repetitive Processes and Improve Productivity

By the end of class, attendees will have a better understanding of how to:

• Customize navigation & customize pages
• Re-size columns
• Change what appears in the drop-down menus
• Add or remove FactBoxes
• Organizing items in the Quick Access pane
• Saving queries and filters
• Selecting columns in a list location

This class is recommended for everyone using Ceres 2009.

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

Webinar Cost:

• If you are currently signed up for a monthly Support Plan with eSoftware, the classes are available to you at no additional charge.
• If you are not enrolled in our support plan, there will be $75 charge per company/food bank.
• There is a 3 person maximum per company/food bank.

Please join eSoftware Professionals as we present Getting Started for Navigator. During the Webinar you will get familiar with the look and feel of Navigator with a focus on navigating and filtering.

Webinar: Getting Started in Navigator

• Thursday, February 3, 2011, 10 am – 11:30 am Pacific

During this Class You Will Learn:

• How to login to the database
• How to navigate the system
• Get familiar with the pull down menu options
• How to find, view and filter information

This class is ideal for your new employees or employees who are new to Navigator and existing users who would like a refresher.

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

Webinar Cost:

• If you are currently signed up for a monthly Support Plan with eSoftware, the classes are available to you at no additional charge.
• If you are not enrolled in our support plan, there will be $75 charge per company/food bank.
• There is a 3 person maximum per company/food bank.

Please join eSoftware Professionals as we present Getting Started for Ceres 1.x/2.x. During the Webinar you will get familiar with the look and feel of Ceres with a focus on navigating and filtering.

Webinar: Getting Started in Ceres 1.x/2.x

• Wednesday, January 12, 2011, 10 am – 11:30 am Pacific

During this Class You Will Learn:

• How to login to the database
• How to navigate the system
• Get familiar with the pull down menu options
• How to find, view and filter information

This class is ideal for your new employees or employees who are new to Ceres 1.x or 2.x and existing users who would like a refresher.

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

Webinar Cost:

• If you are currently signed up for a monthly Support Plan with eSoftware, the classes are available to you at no additional charge.
• If you are not enrolled in our support plan, there will be $75 charge per company/food bank.
• There is a 3 person maximum per company/food bank.

Please join eSoftware Professionals as we present Getting Started for Ceres 2009. During the Webinar you will get familiar with the look and feel of Ceres with a focus on navigating and filtering.

Webinar: Getting Started in Ceres 2009

• Tuesday, January, 11 2011, 10 am – 11:30 am Pacific

During this Class You Will Learn:

• How to login to the database
• How to navigate the system
• Get familiar with the pull down menu options
• How to find, view and filter information

This class is ideal for your new employees or employees who are new to Ceres 2009 and existing users who would like a refresher.

Ready to sign up now? Fill out the Webinar Registration form below and we’ll save you a spot.

Find more classes on our training page to help you and your team improve your productivity, learn new features and functionality, or brush up on your Dynamics NAV skills.

Webinar Cost:

• If you are currently signed up for a monthly Support Plan with eSoftware, the classes are available to you at no additional charge.
• If you are not enrolled in our support plan, there will be $75 charge per company/food bank.
• There is a 3 person maximum per company/food bank.

Adding Reports or Forms to Menus in MS Dynamics NAV 4.0 and Higher

1. From within the database, go to Tools, Navigation Pane Designer.
2. Click on the Functional Area, such as Financial Management, where you want to add the Report or Form and then open up a sub folder. For example, if you were adding a new Report to the General Ledger Entries Report List, go to Financial Management, General Ledger, Reports, Entries.
3. Once you have located the sub folder where you want to add the Report or Form, right click one of the Reports or Forms listed in the sub folder, and then select Create Item.



4. From the Create Item screen, select Report in the Object Type field if you are adding a new Report. If you are adding a Form, select Form in the Object Type field. In the Object ID field type the Id or the Name of the Report or Form you are adding. You can also click on the up arrow to the right of this field and select the Id from the List. Note: Client specific Objects are in the 50,000 range.



5. Once you have selected the Report or Form you want to add, click on the OK button on the Create Item screen. This will add the Report or Form to the bottom of the list in the sub folder you selected.
6. To move a Report or Form up or down in the list, right click on the item you want to move, select the Move Up or Move Down option.



7. To save your changes, press ESC (escape key) until the Save Changes screen appears asking you “Do you want to save the changes to the MenuSuite 90 Company? Click Yes to save your changes, Click No if you are not ready to save your changes, and Click Cancel to cancel the request.



8. Once the changes have been saved, the other users in your system will need to log out of the database and log back. This will refresh their view and they will be able to see the new Report or Form you have added to the Menu.

Note: To add reports or forms to menus in MS Dynamics NAV Users need to have either super user permissions or be a member of the SUPER (NAVIPANE) role.

If you need instructions for a previous version of NAV, email which version you require to support@esopro.com.
We will post them upon request.

Dynamics NAV Style Sheet Tool for Word

Want to export the customer information, sales order, vendor information, or other details to Word from your Dynamics NAV system? Now by simply clicking a button, you can export to Word.

How Can I use the Style Sheet Tool?

• Select fields in Microsoft Dynamics NAV
• Arrange the fields within Microsoft Word
• Import the Word document to Microsoft Dynamics NAV
• Use your new Style Sheet to export Sales documents, Vendor Information, Items, and more!

How Does the Export Work?

To give you an example of what Style Sheets can do for you, let’s look at the Sales Order Confirmation Style Sheet that comes prepackaged with your Microsoft Dynamics NAV software.

1. Open the Microsoft Dynamics NAV document or form which has a defined Style Sheet (for this example, use the Sales Order)



2. Click the Send Options button



3. For the Microsoft Word record, click on the Style Sheet field and select “Sales Order Confirmation”
4. Click Send
5. Microsoft Word will automatically launch and show you your result!

Notes:

• Microsoft Dynamics NAV 5.0 SP1 or NAV 6.0 is required
• A license update may be required to use the tool

How Do I get the Tool?

Download the most up-to-date version of the NAV Style Sheet Tool.
Download The Style Sheet Tool User’s Guide.

Join us for a Customer Webinar training on December 16 at 10:00 AM PT, 1:00 PM ET

eSoftware Professionals is holding a Customer Training Webinar titled Recommended G/L Year-End Processing Steps.

This class will step users through the G/L year end closing process. By the end of this class, users should have a better understanding of how to:

• How to close Accounting Periods
• How to close the income statement and generate the closing entries
• identify the subsidiary accounts that should be reconciled
• How to prepare for a year end audit

This class is ideal for Finance staff members who are responsible for the year end close.

Date: Thursday, December 16, 2010

Time: 10:00 AM – 11:30 AM PT, 1:00 PM – 2:30 PM ET

To register for this webinar, visit this link: Recommended G/L Year-End Processing Steps

Registration due by 4:30 PM PT, 7:30 PM ET one day prior to the event. See our entire Ceres, Navigator and Microsoft Dynamics NAV training classes schedule online.

Unless otherwise noted, classes are free for customers who have a support plan. For customers not currently on a support plan classes are $75 per class (which includes up to three attendees.)

Join us for a Customer Webinar training on December 14 at 10:00 AM PT, 1:00 PM ET

eSoftware Professionals is holding a Customer Training Webinar titled Warehouse Management Shipping Options in Ceres 2009.

Attendees will get a basic overview of inventory shipping and distribution in Ceres 2009 using Agency Orders, Inventory Picks, Shipments or Warehouse Shipments and Picks.

During this class, users will learn:

• how to configure your location, zones, and bins to support the various shipping options
• how to replenish inventory to fulfill the orders
• how to create and update inventory picks and shipments

This class is ideal for operations and warehouse staff or those who need to understand the shipping and distribution of product and how they function in Ceres 2009.

Date: Tuesday, December 14, 2010

Time: 10:00 AM – 11:30 AM PT, 1:00 PM – 2:30 PM ET

To register for this webinar, visit this link: Warehouse Management Shipping Options in Ceres 2009

Registration due by 4:30 PM PT, 7:30 PM ET one day prior to the event. See our entire Ceres, Navigator and Microsoft Dynamics NAV training classes schedule online.

Unless otherwise noted, classes are free for customers who have a support plan. For customers not currently on a support plan classes are $75 per class (which includes up to three attendees.)