Plataan

How to move an application in your desktop ?

Have you ever had this problem ?

Microsoft Dynamics NAV is running, but is also behind your taskbar, so you can not move it, ony maximize or minimize ?

I have had this problem many times because I have to change my resolution whenever I have to deliver a training or presentation or when I display on multipe monitors. When I go back to my default resolution, some of my applications disappear behind the Windows taskbar. The question is now: How to get them back ?

Well, there's a simple solution:

Right click on the application in the taskbar and select Move: (as an alternative you could instead use your keyboard: Alt-Space-M for English or Alt-Space-R for Dutch)

In this screenshot the text is in Dutch, and my taskbar is at the top of my desktop, instead of at the bottom J

Then press the arrows (Up/Down/Left/right) and now you can move your application, and voila, problem solved.

Tip of the day: Sql Server Scripting Wizard

Ever wanted to copy a table to another database in Sql Server, including the data ?

Well there are several options like for example the Copy Database Wizard, the Import/Export Wizard, Integration Services, … But as from Sql Server 2008 there's a new, not very well documented option: The Generate Scripts Wizard.

Right click on a database in Sql Server Management Studio 2008 and select Generate Scripts:

Then select the database, and in the next screen select what you would like to script, like for example Data (which is not selected by default):

Then select the object(s) you would like to script:

Now, choose how you would like the script to be generated:

And voila:

INSERT [dbo].[CRONUS International Ltd_$Customer]

([No_], [Name], [Search Name], [Name 2], [Address], [Address 2], [City], [Contact], [Phone No_], [Telex No_], [Our Account No_], [Territory Code], [Global Dimension 1 Code], [Global Dimension 2 Code], [Chain Name], [Budgeted Amount], [Credit Limit (LCY)], [Customer Posting Group], [Currency Code], [Customer Price Group], [Language Code], [Statistics Group], [Payment Terms Code], [Fin_ Charge Terms Code], [Salesperson Code], [Shipment Method Code], [Shipping Agent Code], [Place of Export], [Invoice Disc_ Code], [Customer Disc_ Group], [Country_Region Code], [Collection Method], [Amount], [Blocked], [Invoice Copies], [Last Statement No_], [Print Statements], [Bill-to Customer No_], [Priority], [Payment Method Code], [Last Date Modified], [Application Method], [Prices Including VAT], [Location Code], [Fax No_], [Telex Answer Back], [VAT Registration No_], [Combine Shipments], [Gen_ Bus_ Posting Group], [Picture], [Post Code], [County], [E-Mail], [Home Page], [Reminder Terms Code], [No_ Series], [Tax Area Code], [Tax Liable], [VAT Bus_ Posting Group], [Reserve], [Block Payment Tolerance], [IC Partner Code], [Prepayment %], [Primary Contact No_], [Responsibility Center], [Shipping Advice], [Shipping Time], [Shipping Agent Service Code], [Service Zone Code], [Allow Line Disc_], [Base Calendar Code], [Copy Sell-to Addr_ to Qte From])

VALUES

(N'01121212', N'Spotsmeyer''s Furnishings', N'SPOTSMEYER''S FURNISHINGS', N'', N'612 South Sunset Drive', N'', N'Miami', N'Mr. Mike Nash', N'', N'', N'', N'FOREIGN', N'SALES', N'', N'', CAST(0.00000000000000000000 AS Decimal(38, 20)), CAST(0.00000000000000000000 AS Decimal(38, 20)), N'FOREIGN', N'USD', N'', N'ENU', 0, N'1M(8D)', N'2.0 FOR.', N'JR', N'EXW', N'', N'', N'01121212', N'', N'US', N'', CAST(0.00000000000000000000 AS Decimal(38, 20)), 0, 0, 0, 1, N'01454545', 0, N'', CAST(0x00009C6500000000 AS DateTime), 0, 0, N'YELLOW', N'', N'', N'', 1, N'EXPORT', NULL, N'US-FL 37125', N'', N'spotsmeyer''s.furnishings@cronuscorp.net', N'', N'FOREIGN', N'', N'', 0, N'EXPORT', 1, 0, N'', CAST(0.00000000000000000000 AS Decimal(38, 20)), N'', N'', 0, N'', N'', N'X', 1, N'', 0)

…

Debugging NAV 2009 on windows XP

As you might already know, it is possible to debug pages in Dynamics NAV 2009. There are already some blog postings out there that explain how to do this.

To enable Microsoft Dynamics NAV 2009 for debugging:

1. On the computer running Microsoft Dynamics NAV Server, open the CustomSettings.config file.
   This file is typically located at %programfiles%\Microsoft Dynamics NAV\60\service.
2. Change the value of the EnableDebugging key to true:
   <add key="EnableDebugging" value="true" />
3. Save and close the CustomSettings.config file.
4. In Control Panel, click Administrative Tools, and then click Services to open the Services snap-in.
5. In the list of services, right-click Microsoft Dynamics NAV Server, and then click Restart.
6. When you start the RoleTailored client with debugging enabled, C# files for every RoleTailored client object are generated.
   
   
7. You can view these C# files in Visual Studio.
   Navigate to "C:\ProgramData\Microsoft\Microsoft Dynamics NAV\60\Server\MicrosoftDynamicsNavServer\source"

That's great, but only 1 problem: I do not have a directory called C:\ProgramData, because I'm not running windows Vista, I'm still running good old windows XP ???

Solution:

In the Application Event log, find the entry that has MicrosoftDynamicsNAVServer for its Source and has the following description:

Service: <service name>

Source files for debugging are available under <source file location>

Now open windows explorer and voila:

We finally found the files and we can use them in Visual Studio for debugging !!!

Microsoft Dynamics NAV 2009 official release date for Belgium

Microsoft Dynamics NAV 2009 will be officially released in Belgium on January, 1st - 2010

Thanks to WALDO for the scoop

Follow us on Twitter

Plataan believes in social media. As from the start of Plataan we started blogging (http://plataan.typepad.com/microsoftdynamics/). It has been nearly 5 years now. We also created our Linkedin Group (http://www.linkedin.com/e/gis/38825/5423F243D408) and a facebook Group.

Why? Because it is a great instrument to share information and knowledge, peer learning and to stay connected. That is what Plataan is all about.

To make it easier we have now one central place where you can follow it all. That's right, one place where we will tweet you to everything that is happening in the ERP, CRM, Sure Step, Plataan, Microsoft and Microsoft Dynamics world.

Follow us on twitter : http://twitter.com/PlataanAlumni

Debugging Reports in NAV 2009 SP1

When developping reports for the Role Tailored Client one anoying thing is that you can not really debug reports. In NAV 2009 service pack 1 a new feature is available that can help debugging reports. This feature will allow you to see the resultset/dataset that was generated for a report.

How to enable this feature ?

While in Preview mode you can Zoom into the underlying dataset of the report. In NAV 2009 RTM use this shortcut: CTRL+SHIFT+ALT+F12. If you are using NAV 2009 SP1 the shortcut has changed to CTRL+ALT+F1 and it is also accessible from the help menu.

This will enable the feature and the following message will be displayed:

Now, just close and reopen the report and the dataset will be visualized in another popup window:

WMS and Shipping Advice

A few days ago I got a support call which drew my attention to a specific fact when using Warehouse Management Systems (WMS).

Most of you probably know that for a customer, you can decide whether partial shipping is allowed or not. This is done using the field Shipping Advice on the customer card. If you select Complete, NAV will not allow you to do a partial shipment from the sales order.

But what happens if you use WMS?

In the following scenario, we use a customer with Shipping Advice Complete.
Accordingly, when creating a sales order for this customer, the Shipping Advice on the sales header will also be Complete.

The customer orders 2 different items, stored in the same WMS warehouse. For one or the other reason, the user changed the Outbound Warehouse Handling Time on line level for one of the items (exceptionally they need more time for handling this item in the warehouse). As a result, the Planned Shipment Date is different for each item.

In the warehouse, the warehouse manager uses the planned shipment date to create warehouse shipments (in that way, all the items that are to be shipped on a specific date are grouped in 1 warehouse shipment).

In our scenario, we will create a warehouse shipment with a planned shipment date of 25/01/08. This is done using the filter function on the warehouse shipment:

As a consequence, only 1 of the items of our sales order will appear on the warehouse shipment.

Note that we already have a difference between warehouse and sales for what the shipping advice is concerned.
And this will continue because as you will see, it is no problem to create a warehouse pick and to register it.

But when the warehouse pick is registered and the warehouse manager wants to post the warehouse shipment, NAV will check the shipping advice and complain about the complete shipping advice.

What is the solution? First of all, we have to question the fact if it is the intention to make a partial shipment for this customer. We probably haven't set up the customer with shipping advice Complete for no reason.

But let's suppose that we want to do this partial shipment, what do we have to do then?

First step is to go back to the sales order and to reopen it.
Next, we will have to change the Shipping Advice on the sales header to Partial.

When doing this, NAV will ask us if we want to change the shipping advice in the related warehouse documents also.

After choosing Yes, we can go back to the warehouse shipment and post it.

Note that we cannot change the shipping advice on the warehouse shipment. The field doesn't even exits there. The only way to work around it is as described above.

Reporting Services 2008: Placeholder

Something exiting I discovered when using Sql Server Reporting Services 2008 is the placeholder.

What's a placeholder you might think ?

Well, imagine that you are adding a textbox to a report footer and in that textbox you would like to show who executed the report at what time. You can do this by adding a textbox to your report and use an expression behind it to get the required data. The information about who executed the report and at what moment can be found in the Globals collection. Nothing new so far…

When you proudly show your report to the user who requested the report you explain him that at the bottom of the report he can also see who executed it and at what moment. The user is impressed by this and then asks, "Very nice, but could the username and executiontime be in another color then the rest of the txt in that sentence ?" Of course that's no problem you reply.

Now you have to redesign the report and instead of using 1 textbox with 1 expression, you know have to split it up into several textboxes. Why ? Because the data in the textbox has the same layout (font, color,…).

Using a placeholder is a better solution for this problem. A placeholder is like a textbox inside another textbox.

For example you can go into the original textbox and right click:

Then this popup will open:

And here you can enter the text that has to be displayed, even using an expression. And as you can see, there's a Font tab for this Placeholder, so you can assign it it's own Font properties.

For example:

SQL 2008: Reporting Execution Log

Reporting Services stores execution data in several tables in the report server database. Because the internal table structure does not present report execution log data in a format that is accessible to users, a view was created: ExecutionLog. In Sql Server Reporting Services 2008 this view was extended to a new view: ExecutionLog2.

The report server execution log contains information about the reports that execute on the server or on multiple servers in a scale-out deployment. You can use the report execution log to find out how often a report is requested, what formats are used the most, and how many milliseconds of processing time is spent on each processing phase.

If you want to go a step further, you could extract the log data and store it in a separate local report execution log database that you create. This way you could extract data from the ExecutionLog view and store it into a separate database. Then you could create performance & execution related reports on that database.

And here's something great: Microsoft provides you with everything you need to create & implement such a solution, for free !

• All of the sample files used to query and view report execution log data are included in the Reporting Services report samples on the CodePlex site at http://www.CodePlex.com

To view the report server execution log, you can use the following:

• A sample script file called Createtables.sql that creates a new execution log database specifically for viewing log data.
• A sample SQL Server Integration Services package called RSExecutionLog_Update.dtsx that extracts data from the internal report server database and copies it to the sample execution log database that you create.
• A collection of sample reports that retrieves data from the execution log database and displays it in reports that you view on a report server.

Samples reports are also included that retrieve report execution data from the local report execution log database. The reports work with a local database that contains execution log data. Once you create the database, you can run the package to fill it with data, and then run the reports to view information about report activity.

The following files are used together to create the database and extract data:

• RSExecutionLog_Update.dtsx
• RSExecutionLog_Update.dtsConfig
• Createtables.sql

The following sample reports provide information about report server activity:

• Execution Status Codes.rdl
• Report Summary.rdl
• Execution Summary.rdl

Examples:

 

Microsoft Dynamics Sure Step now avaialable to all partners

Sure Step training session by Plataan @ MS UK - Reading Campus - July 2009

Many partners today are already enjoying the benefits Sure Step provides. In order to help you be more successful and enjoy the same benefits other partners receive, Sure Step is now available to all Microsoft Dynamics partners – no Partner Service Plan required! 

Up untill now Microsoft Dynamics Sure Step was only available for partners on a Service Plan. Today it is available to all partners. This is great news. Much more partners will be able to upgrade implementation quality and by consequence much more customers will enjoy succesfull Microsoft Dynamics implementations.

Unfamiliar with Microsoft Dynamics Sure Step? check out these links:

- Click here for Plataan training sessions on Microsoft Dynamics Sure Step

- Click here for the Sure Step landing page on Partner Source

- Click here for the Sure Step Adoption Roadmap

 

Key Tips: CTRL-F10 shortcut in NAV 2009

In Dynamics NAV 2009 the shortcuts have changed. They are not the same anymore as they were in previous versions. For an end user that is used to work with the 'old' shortcuts this might be confusing and difficult to learn.

A nice trick or workaround is the CTRL-F10 shortcut. When you use this one in the Role Tailored client then the Action groups get a number assigned. That way you can use te keyboard and the numbers to click on the actions, instead of using the mouse and so do it faster.

Example:

Open the Customer List in the RTC:

Now, press CTRL-F10 and see what happens:

Numbers appear below the Action Groups. Now press for example on 2 using the keyboard:

You will see that each action in the action group gets a number assigned. Now you can use that number as the shortcut to that Action. For example if you now press on 4, the Customer Statistics window will open:

Nice, is'nt ?

Summary:

The CTRL-F10 shortcut will turn on or off key tips in the Action pane. When you press the key tip number, that action gets carried out (first key selects a group and shows key tips within that group).

More about Group containers in NAV 2009

Something interesting about Group containers in Pages in Dynamics NAV 2009 came to my attention, and I thought why not share it?

When designing page objects in NAV 2009, you can use Group containers to group fields together. This way you can somehow control where fields should be shown on a page and you can group them together.

But a Group container also has some very interesting properties like for example: Visible and Enabled. Ok, that's not so special you might be thinking…

è But heres the clue: as from NAV 2009 these properties can be set as the result of an expression.

What does this mean?

You are now able to "play" with the visible and enabled property for a group container via C/AL code. This way you can enable or disable a group of fields in 1 go.

The following is valid for the Page properties:

• Visible
• Enabled
• Editable

For example in the Customer Card Page:

Add a Group container around the fields Address and Address2:

Create a Global Boolean variable BAddressgroupVisible and assign it into the Visible property of the Group:

In the C/AL code, for example in the OnAfterGetRecord trigger add the following code:

Result: the fields are shown:

Now assign FALSE to the Boolean:

Result: the fields are not shown:

Very interesting, isn't it?

As you can see, you instead of using a Boolean variable, you could let it depend on a field from the table. As a consequence the fields will then be shown for some records and not for others.

There's a little trick you need to apply if you use a variable. In the properties of the variable you need to put the property IncludeInDataset to Yes:

If you don't do that then you will get the following error message at runtime:

Remark:

• The IncludeInDataset property defines that the variable will be added to the DataSet of the Page.
• The Visible and Enabled properties can only be set from fields contained in the DataSet of the Page.

Sure Step Spring Release 2009

Last week a new version of Microsoft Dynamics Sure Step was released: Spring Release 2009.

This release made several new features available and simplified the "standard project type" within Sure Step.

The release notes are telling us following:

 What‘s new in the spring 2009 release of Sure Step?
With the spring 2009 release of Sure Step, both your presales and implementation consultants will find valuable new questionnaires, requirements gathering documents, fit gap analysis guidance, product-focused testing scripts, and a variety of new templates across all implementation phases. The updates, which are most valuable to you if you serve customers in the mid-market, include:

• The “Standard” project type, which has been simplified, makes it easier for you to use Sure Step for the implementation of Microsoft Dynamics solutions for mid-market customers.
• A view of “key deliverables” for each project enables you the ability to more quickly and easily adapt Sure Step to your existing Microsoft Dynamics practice.
• A new search tool makes it easier for you to quickly find the right guidance for any implementation situation.
• Role-tailored and product-specific guidance developed by several Microsoft partners provides you even more best practices that can be applied to your projects.
• Improved product upgrade guidance helps you set the stage for successful technical upgrades to current and future Microsoft Dynamics releases.

I installed this new release last Friday, just before a Sure Step training that I delivered in Vilnius, Lithuania. What did I experience and learn from this release so far?

1. Search functionality available. This is what we really needed. Same question in each training Sure Step training: "is search available". So, yes it is and it works pretty fine as well.
2. Mapping between Diagnostic Phase and the Sales framework. Sure Step is also supporting Sales and driving towards successful sales by means of decision accelerators. A recurring question is how that these decision accelerators relate to the sales framework. In this release, we can find the answer illustrated by a simple diagram. Pretty nice.
3. Simplified and rationalized “Standard Project Type”. Before this release the standard project type was nearly identical to the enterprise type of project. Then why have both project types if they are the same? This question is now addressed by simplifying the standard project type. This really makes sense and it is much more tuned with mid-market implementations. It makes the process also much more adoptable for most implementation partners. However in the rush to simplify and rationalize it, I am afraid that a few things in the client were neglected. I can see some inconsistencies and negligence. For instance in the table of content no phases are identified which results in a hard to comprehend list of items (in the diagram of the standard type the phases are identified) and there a few more surprising things. For instance, risk management still appears in the standard project type but no more issue management? I guess these things still need to be tuned. But let’s concentrate on the important thing: the standard project is now really a standard one and no longer the enterprise type and that is ok.
4. New “working Deliverables”. In each Sure Step training we try to divide the document deliverables and tools into working and key deliverables. Working deliverables are those that can help consultants, developers, … to work in a much more efficient manner, to ramp up new hires and to standardize company quality. Key deliverables are customer facing deliverables, the end result of a process that needs validation. In the spring release I can see that more working deliverables became available. As an example, much more questionnaires (I really love these) and they are also much more tuned to the products and to role based principles. Good stuff that we like.
5. Filter possibility. Not really certain about this one yet. Looks like great functionality that allows you to filter the deliverables of your projects. For instance if you want to see the key deliverables of a specific phase or the documents for technical audience or…the filters will help you. I do not seem to manage however to filter on documents of one project only, it looks like I also have other content in the result set. Anyway, could be me, need to investigate more.

So,  great new features and content in this release that I need to explore in greater depth in the upcoming days and weeks. And yes, some critical questions to pose…once I got the answers, I will blog about it.

PS: I forgot some things

• The new spring release is also compliant with IE8. Previous version was not.

• I also tried the updater first but that didn't work for me, I need to do a full new install. No worries you will not loose your existing projects.

• For the NAV people: some fresh new NAV tools and templates were made available in this release

How can I create a Link in an email that opens a specific page in the Role Tailored Client?

In the Classic Client for Dynamics NAV, and in older versions (4.X, 5.x) when creating emails from C/AL code, we had the possibility to use the Form.URL method and include it into the body of an email. Whenever someone then clicked on the Link, the Classical Client would be opened and the corresponding Form was shown.

In Dynamics NAV 2009, in the Role Tailored Client, the Form.URL method is no longer supported. The RTC does not display Forms, it uses Pages and Pages do not have an URL method.

So, how can we then create a Link towards a specific Page?

To solve this, you have to create the URL as follows: dynamicsnav:////runpage?page=<Page No>&bookmark=<URL>.

But how can we get the BookmarkURL for a specific Page?

Well, what you need to do is use a RecordRef variable that points towards the specific Page and use its RecordId property. The problem might then be that your code is in a Codeunit and can sometimes be called from within a Form or from within a Page. How can you make your code compatible with both environments?

To solve these kinds of issues, in C/AL there's a new function available: ISSERVICETIER:

• If you call ISSERVICETIER from the Classic client, then the function returns false.
• If you call ISSERVICETIER from the RoleTailored client, then the function returns true.

This allows you to execute different code that is based on the client that you are running.

Here's an example of how you can write your code, to be compliant with the Classical Client and the Role Tailored Client:

Keep in mind that in the past (before Dynamics NAV 5.0 and 2009) you could use the"Mail" Codeunit to create and send emails. As from Dynamics NAV 5 and 2009 it is also possible to use SMTP (Codeunit "SMTP Mail") to do this.

In the code example above I used a Mail Codeunit variable to send mail in the Classic Client and I used SMTP for the Role Tailored Client. But of course you can also use SMTP from within the Classical Client.

Get trained

 

a CEO was debating a training initiative for his company, someone asked him :

  "What if you train everyone and they all leave?"

 

He responded:

  What if we don't train them and they all stay?

How can I see Notes in the Dynamics NAV 2009 Classic Sql Client?

In the Role Tailored Client you have a new functionality to use called Notes. Note work very similar to Comments in the Classic Client. For example, you open a Customer Card in the RTC and then create a Note for that Customer like this:

But the problem is that these notes created in the Role Tailored Client are not accessible via the Classic Client. So if you are working in Mixed Mode, meaning using the Classic Client and the Role Tailored Client on the same Sql Server database, then notes created via the RTC cannot be displayed in the Classic Client.

How can we make these Notes accessible via the Classic Client?

Well, you are probably thinking, no problem, just create a form around the Notes table and link it to for example the customer card. Well, that's not possible, because there's no Notes table. So the question is where are these Notes stored in the database? After a little research I found that Notes are stored in the Record Link table. This table is used to store Record Links, and now this table has been redesigned to also store Notes:

So, now we know where to find Notes in the database, so now you should be able to also visualize Notes in the Classic Client.

How can you now visualize a Note?

Well, the Note is saved as a BLOB field in the table, so you can for example export it to a Text file and then view it.

Example Form:

And the code behind the View Note button could be this:

 

 

Reporting Services Tip about using the user's regional settings.

When creating Sql Server Reporting Services Reports you can sometimes end-up with data in US format instead of the local regional settings of the user.

For Example:

Here we have a report showing the Sales LCY and Profit LCY by Salesperson and Country in a matrix control. The data is coming from the Dynamics-NAV Sql database, but the formatting of the amounts is in US format, even when the report is running on a system that has Belgium regional settings.

How can we correct this?

Well there's a simple solution for this common problem. In the Report Designer in Visual Studio, the report has a LANGUAGE property:

By default this will contain English (United States), but by changing it to an expression you can make it dependant on the users Regional Settings:

Select <Expression>, then the Expression Editor opens. Then type in =User!Language

Run the report again to see the result:

Then Report will recognize user client's culture settings, e.g. Internet Explorer's languages settings.

Integrate the Dynamics NAV 2009 Role Tailored Client in Internet Explorer

Recently I discovered something very interesting on the Dynamics NAV 2009 Role Tailored Client, more exactly on possible ways to create shortcuts and hyperlinks to start the Role Tailored Client.

When you are debugging pages and/or reports, you usually run them from the command prompt like this:

But you can do the exact same thing from within Internet Explorer by typing the command in the URL bar: "dynamicsnav:////runreport?report=50000"

The following table shows some examples of hyperlinks and provides information about how to specify parameters

So in Internet Explorer you could create a menu containing hyperlinks to launch specific pages, reports or items in the navigation pane.

Just go into Internet Explorer and create a hyperlink like this:

And then you can click on it in your favorites and it will launch the Role Tailored client and the page, report or item in the navigation pane you defined in the hyperlink.

So, this gives us the possibility to create a separate menu in Internet Explorer Favorites containing a kind of Navigation Pane for the Role Tailored client.

Nice isn't it?

RIM: Data Migration in NAV 5.1 – Points of Attention

For me, one of the most useful components of the RIM toolkit, is the Data Migration tool. I've been using it quite a lot, also in RIM V1, where it was still a bit rough edged. However, a while ago when I was implementing a company in NAV 5.1 I bounced into a few problems. After doing some research, I was able to resolve my issues and now everything works again smoothly. Because I heard from some of my students that they had the same problems, it seemed worthwhile to write a blog item on this.

Problem 1: Blank date fields

The first problem I had arose when I wanted to import a journal (for example to import open customer or vendor entries). After having set up everything as it should, I started importing some journal lines, and at first sight, everything seemed to be OK. By going in the Migration Overview window to the Migration Records, I saw that all the information was imported flawlessly:

As you can see, the posting dates have been filled in properly as it should. So up to the next step: Apply Migration Data.
Also this step works fine. The Migration records were processed and transferred to the General Journal, in this case a Sales Journal. But there the problem occurred:

As you can see in the screenshot above, the Posting Date is not filled. This is not only the case for the Posting Date, but for all the date fields. It seems that NAV somewhere loses the dates when applying the migration data. This is of course a bad thing, because now I can't post my Sales Journal, and this basically makes the Data Migration tool worthless for importing journal lines.

BUT: this was all happening in a NAV 5.1 version, and I remembered that importing journal lines in NAV 5.0 was working well. So, I started comparing the Data Migration tool from the 2 different version with each other and I discovered some differences in Codeunit 8611 (Migration Management).
I exported CU 8611 form a NAV 5.0 database and I imported it in a NAV 5.1 database. When running the same procedure once again, everything worked perfect, and all the date fields were filled in my Sales Journal:

To be honest, I didn't examine the differences in CU 8611 between the 2 NAV versions detailed enough to know the exact reason of the problem. But if you might have the same problem, then maybe you also should try to import CU 8611 from a NAV 5.0 database into your NAV 5.1 database. Afterwards all your date fields will be filled perfectly!
So far, this "workaround" didn't got me into other problems.

Problem 2: Amount fields

My 2^nd problem wasn't too complicated. When importing amounts, using the Data Migration tool, I saw that NAV did some weird things:

In the Excel you see the amounts 3.000,00 and 9.000,00. When importing in NAV 5.1 and applying the migration data, the result is:

Instinctively I of course started changing my local settings of Windows, but at first this didn't work, because I only changed the number and decimal settings. To get it working I really had to change my location. When changing it to "United States", everything worked well.

 

So if some of you should have one of these problems using, the Data Migration tool, maybe you should try this.

 

Dynamics NAV 2009: Upgrade Toolkit

The Upgrade Toolkit for Dynamics NAV 2009 (W1) has been released. It's available for download on Partner Source.

It is not necessary to perform a data upgrade to move from Microsoft Dynamics NAV 5.0 to Microsoft Dynamics NAV 2009. To take advantage of the Role Tailored client in Microsoft Dynamics NAV 2009, you must carry out an object upgrade from Microsoft Dynamics NAV 5.0 SP1.

This means that a Dynamics NAV database running on version 5.0 with Service Pack 1 can be directly technically upgraded towards Dynamics NAV 2009. Older versions before 5.0 SP1 should first be upgraded towards version 5.0 SP1.

The Upgrade Toolkit consists of a set of tools and procedures that are designed to help you upgrade to Microsoft Dynamics NAV 2009. The tools cover the upgrade for the following products:

• Microsoft Dynamics NAV 3.70
• Microsoft Dynamics NAV 4.00

The tools and procedures that you must use vary depending on the version you are upgrading from.

When you upgrade to a Microsoft Dynamics NAV 2009 database, you can use the database in either the Classic client or the Role Tailored client. However, if you have designed new forms or customized standard forms in the Classic client and you want to use them in the Role Tailored client, then you need to transform the forms. (Using the Form Transformation Tool)

Regarding the Form Transformation Tool, there was an issue with assigning correct control ID's when the Microsoft Dynamics NAV 2009 application is customized. A hot fix has been released here: https://mbs.microsoft.com/partnersource/support/selfsupport/hotfixes/captionidsusingtransformationtoolformicrosoftdynamicsnav2009