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Entering and Editing Information

The way to add and edit information in fields depends on the type of field.

About Field Types

When you enter information into fields, Microsoft Dynamics NAV 2016 provides the format for the type of information that you enter in the following types of fields:

  • Date fields - accept only date parameters.
  • Number fields - accept only numbers.
  • Text fields - accept information in any format.
  • Code fields –accept only predefined codes.
  • Flow Fields – display amounts and quantities calculated by Microsoft Dynamics NAV 2016, for example the Balance field for G/L accounts.

Entering Dates

Microsoft Dynamics NAV 2016 provides flexibility when you enter dates. The following table shows valid entries in a date field.

User Input Result
x Work date entered in Tools > Work Date
t Today's date
c Closing date
# Number of the day in the current work month
Month-day-year 122502, 12 25 02, 12-25-02, 12/25/05
Weekday-weeknumber-year Fr5202, fr 52 02, fr=25-02, fr/52/02

You can also enter abbreviations for the weekday and Microsoft Dynamics NAV 2016 will then enter the date for that weekday based on the work date, as shown in the following table.

User Input Result
m Monday
tu Tuesday
we Wednesday
th Thursday
f Friday
sa Saturday
su Sunday

When you enter a date, take special note of the following:

  • Start-day of the week is Monday.
  • Date fields accept incorrect year numbers such as 9008.
  • The work date year is added automatically if you enter day/month.
  • The work date month/year is added automatically if you enter day.
  • Microsoft Dynamics NAV 2016 supports default Windows date ranges.

​​​​​​​Entering Quantities and Amounts

Quantities and amounts are entered in special number fields that have a built-in mathematical function so that you can enter calculations such as 13.50 * 2 - 12. The four basic mathematical operators are as follows:

  • + (plus)
  • - (minus)
  • * (multiply)
  • / (divide)

​​​​​​​Entering Codes

A code identifies a record such as a vendor number or customer number. Codes are also values that are used for sorting information on the screen and in reports.

Numbers and letters can be used to identify codes. When you have to enter a code in a field, look up (press F4) to select from the list of codes related to the field.

Instead of selecting a code, you can type it in the field. In that case, you only have to enter the first letter(s) in the code name. For example, type "y" for YELLOW.

Edit Fields

To edit information in a field, press the F2 key. This works like a word processor in that the left and right arrow keys move through the text without changing it. Press F2 again to save the changes and make the fields ready to be moved away from.

Insert and Delete

To insert a line or a record in Microsoft Dynamics NAV 2016, put your cursor on a line, right-click, and select New Line. The new line is inserted above the line where you position your cursor. To delete a line or a record, press CTRL+D or click Delete. Both functions can also be accessed from the ribbon by clicking New or Delete.

Flow Fields

All Flow Fields have a drill-down (CTRL+F8) option. By clicking the value of the Flow Field, you can open a separate page. For example, when you click the Balance Flow Field on a G/L account, the General Ledger Entries page opens. It shows the entries included in the calculation.

Flow Fields also have the following characteristics:

1. The contents of Flow Fields are calculated every time that they are displayed. This means that a Flow Field is always 100 percent updated and displays the newest figures.

2. You can limit the number of entries included in the calculation by setting Limit Totals Filters on the field.

Zooming

A page is merely a selected view on a database table. Therefore, more fields may be available than shown on the page or on the different FastTabs. Some of those fields can be added through the Customize This Page functionality, other fields cannot.

To view all available fields and their values, you can zoom in on the page.

Adding Notes to a Record

You can add notes to a page or a specific record. You can make these notes for yourself or for other users, If this is the case, you might like to notify the user that you have created a note for him or her. You might also like to notify yourself, for example, when the note is to remind yourself of a follow-up task or to-do. Add notes either through the Notes Fact Box, when made available on the page, or through the Notes function in the ribbon.

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