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How to access Configuration Worksheet?
- On the RapidStart Services Implementer role centre, click Configuration Worksheet on the ribbon or
- Click Departments/Administration/Application Setup/RapidStart Services/ Configuration Worksheet or
- In the Search box type Configuration Worksheet and select the relevant link.
The following screenshot shows how a configuration worksheet can look like. It’s a worksheet in which you can list all of the tables that you need to set up a company.
Configuration Worksheet contains the things that you need to set up for each company independent of the activity or the sector in which the company is working. For example, each company probably will have customers, vendors, bank accounts, a chart of accounts, accounting periods, general ledger setup and so on. You can have basic setup that you probably have to do for each company.
Fields on Configuration Worksheet
Line Type: The options in this field (Area, Group and Table) are used to create a specific structure so that the configuration worksheet is easier to work with because you can have configuration worksheets including quite a lot of lines.
Table ID and the Name: Contains id of the table and the name respectively.
Promoted Table: This is a field that I can use to very easily apply a filter. For example, if you would like your colleague or your customer to look into specific tables, you can select them, say customer, G/L account and general ledger set up. So you can request your colleague or your customer to have a look at these tables and work on these tables at a new company. So you can very easily select here to promote a table field and then click on promoted only in the ribbon.
This is an easy way to apply filters and now when you go to your role centre (Shift+F3), you can see the same in one of the cues.
You can provide Reference, for example, to reference to specific files, reference to a website, where you can find specific units of measure codes, specific country codes, etc.
The Package Code specifies the Configuration Package attached Package Exist lets you know if the attached package is available or not.
You can use the configuration worksheet as a checklist by making use of Responsible ID and Status fields. You can also track the progress from role center.
The Licensed Table field let you know if the table is supported by the license you are currently using.
You can specify the relevant Page ID to display the table.
The No. of Records displays the number of records available in the selected table.
Select Dimensions as Columns, when you’re migrating data and you would like to include dimensions as columns in, for example, the Excel templates.
Copying Available determines if you can copy data and Licensed Page lets you know if the page you are using is supported by your license or not.
NOTE: Creating a worksheet requires some experience. You need to know which tables that should be included, and also it could take you some time to create a complete configuration worksheet.
Functions for Configuration Worksheet
Get Related Tables
You can use this action to add related tables for a selected table.
- Use a blank configuration worksheet.
- Add a table, say table 18, Customer table. In the Related Table Fact Box you will notice the list of related tables for Customer table.
- You can choose to add them one by one or you can use the Get Related Tables action.
Get Tables function is something that you can use to, for example retrieve all the tables that contain data, including related tables, dimension tables and so on.
Delete Duplicate Lines
You might have specific tables that are inserted automatically several times. For example, Payment Term is a related table for the Customer table, but also for the Vendor table, so it might be possible that the Payment Term table is included several times. By using the Delete Duplicate Lines function you will see that, the system will remove all the duplicate lines so that each table is only inserted once.