Howdy, Stranger!
Categories
- All Categories
- 73 General
- 73 Announcements
- 66.5K Microsoft Dynamics NAV
- 18.5K NAV Three Tier
- 38.4K NAV/Navision Classic Client
- 3.6K Navision Attain
- 2.4K Navision Financials
- 115 Navision DOS
- 854 Navision e-Commerce
- 1K NAV Tips & Tricks
- 772 NAV Dutch speaking only
- 615 NAV Courses, Exams & Certification
- 2K Microsoft Dynamics-Other
- 1.5K Dynamics AX
- 267 Dynamics CRM
- 109 Dynamics GP
- 10 Dynamics SL
- 1.5K Other
- 992 SQL General
- 384 SQL Performance
- 33 SQL Tips & Tricks
- 34 Design Patterns (General & Best Practices)
- Architectural Patterns
- 10 Design Patterns
- 5 Implementation Patterns
- 53 3rd Party Products, Services & Events
- 1.7K General
- 1.1K General Chat
- 1.6K Website
- 79 Testing
- 1.2K Download section
- 23 How Tos section
- 259 Feedback
- 12 NAV TechDays 2013 Sessions
- 13 NAV TechDays 2012 Sessions
Options
NAV in a non profit organisation
yekede
Member Posts: 96
Hi all,
I would like to have some advice on this:
I have a organisation which does not have a buy and sell activity. They function with donors who donate money for their activities. In this scenario, the organisation make disbursement requests to the donors, and when this is accepted, the organisation waits for the donor to pay. So i consider donor as customers(let me know if i'm wrong). The issue is that i don't want them to see customer cards, customer bank accounts etc..I want to change all this to 'donor card, donor bank account etc..'
What will be the right way to do this?
-Change the captions on the forms and use customer tables?
-Create new forms that use customer tables?
The problems in the first two options is that some customer captions keep popping up(ex when i click on Donor card, donor -> Dimensions, i come up with Customer 001-Default Dimensions)
-Create new tables and forms for donor? But in this case i will have to redesign the whole processes as it is for customers
I will appreciate any advice on this issue
I would like to have some advice on this:
I have a organisation which does not have a buy and sell activity. They function with donors who donate money for their activities. In this scenario, the organisation make disbursement requests to the donors, and when this is accepted, the organisation waits for the donor to pay. So i consider donor as customers(let me know if i'm wrong). The issue is that i don't want them to see customer cards, customer bank accounts etc..I want to change all this to 'donor card, donor bank account etc..'
What will be the right way to do this?
-Change the captions on the forms and use customer tables?
-Create new forms that use customer tables?
The problems in the first two options is that some customer captions keep popping up(ex when i click on Donor card, donor -> Dimensions, i come up with Customer 001-Default Dimensions)
-Create new tables and forms for donor? But in this case i will have to redesign the whole processes as it is for customers
I will appreciate any advice on this issue
0
Comments
it's going to be a boring work. You can train some key users to do it, if they've the license, but tell them to be careful: change the caption, not the name!
in this way, as they incur in some "wrong" caption, they're able to correct it (and of course, warn you about their modification in order to keep the development environment aligned).
"Never memorize what you can easily find in a book".....Or Mibuso
My Blog