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Documentation for Streamline 4.x

User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

nav-connection-guide

3.5.3. How to Import Data from Dynamics NAV

Unlike the NAV web-connector, this one reads necessary data right from your company database by executing SQL-queries. That's why this DB-connector works faster than the web-connector.

Below, we describe:

Integration Limitations

Unlike the NAV web-connection, this DB-connector is one-directional. It means that Streamline reads all typically required data from the company database, however, can't push recommended POs back into NAV.

Imported data

This connector utilizes several predefined SQL-queries which you can customize to your needs. Data that is imported by the SQL-queries is described on the Inventory management systems page.

Data import workflow

1. Go to the menu File > New > Dynamics NAV connection. The Dynamics NAV conneciton diaog appears (see figure below).

2. Enter the LAN name or IP-address of the computer running Dynamics NAV server in the Server field. You should allow remote connections to the SQL Server if you connect remotely.

3. Enter the name of your company database into the Database field.

4. Enter the name of your company into the Company name field.

To find out the name of your company:

4.1 Open NAV client.

4.2 Enter 'companies' into the search bar and click on the appeared link (see figure below).

4.3 Double click on the company name in the list of companies. The Edit - Companies dialog appears.

4.4 Copy the name and paste it into the field in the Streamline dialog.

5. Enter credentials of a SQL Server account having rights to read data from your database into the Username and Password fields.

6. Enter or choose the date to start the import from in the Starting date control.

7. Choose the data aggregation period in the Group by control. Streamline automatically aggregates your data in the given periods (days, weeks, or months). For example, if you want to see the forecasts, replenishment plans, and other reports in months, group the data by months.

8. Click OK to start the import.

Import options

  • The Combine locations option allows you to merge all your locations into a single one. This is useful when your warehouses are located next to each other, so they can be planned as a single aggregated warehouse.
  • The Edit SQL queries opens the Database connection dialog where you can customize default SQL-queries to meet your requirements.

Next: Dynamics NAV web

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nav-connection-guide.txt · Last modified: 2019/09/03 14:44 by admin