Application Setup in Microsoft Dynamics® NAV 2013
September 22nd, 2017
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Application Setup in Microsoft Dynamics®

Application Setup in Microsoft Dynamics® NAV 2013

This two-day Microsoft course provides students with the tools to implement and maintain cross-application setup data after the system components are installed. The focus is on the application-oriented work involved in setting up and maintaining company-wide rules, data, and users.

Audience Profile

This course is intended to a partner that sells and implements the Finance module to customers.  The typical partner has an ERP background and has a basic understanding of accounting principles.

At Course Completion

After completing this course, students will be able to:

  • Explain the dependencies between RapidStart Services and manual setup work.
  • Describe the different components and processes of RapidStart Services.
  • Explain and demonstrate all tasks in a RapidStart Services process.
  • Create a configuration worksheet.
  • Create a configuration package.
  • Create a configuration questionnaire.
  • Create a configuration template.
  • Initialize a new company with a configuration package.
  • Migrate customer data.
  • Transfer opening balances.
  • Explain how authentication works in Microsoft Dynamics NAV.
  • Manage security for Windows client users.
  • Set up a new user.
  • Explain the concepts of permission sets and permissions.
  • Create a new permission set, and assign permissions to it.
  • Apply security filters in Microsoft Dynamics NAV.
  • Perform user-specific setup.
  • Create, assign, and work with user profiles.
  • Explain the purpose of company-wide number series.
  • Set up number series.
  • Create number series relations.
  • Explain and set up trail codes, source codes, and reason codes.
  • Explain the purpose and organization of journal templates and journal batches.
  • Create general journal templates and general journal batches.
  • Explain and set up specific posting groups.
  • Explain and set up general posting groups.
  • Create a General posting setup.
  • Create an Inventory posting setup.
  • Explain and set up VAT posting groups.
  • Create a VAT posting setup.
  • Describe posting setups based on the chart of accounts.
  • Demonstrate how posting groups direct a sales transaction.
  • Explain and set up dimensions and dimension values.
  • Explain and set up global and shortcut dimensions.
  • Explain and show how dimension combinations are set up.
  • Explain and show how single and multiple default dimensions are set up.
  • Explain and show how account type default dimensions are set up.
  • Explain and show how default dimension priorities are set up.
  • Explain the possibility and resolution of conflicting default dimensions.
  • Show how to use dimension and dimension values in journals and documents under different dimension setup scenarios.
  • Set up the general features of the document approval system.
  • Set up approval templates.
  • Set up user logons for use with document approvals.
  • Set up approval users in a hierarchy.
  • Set up the notification system for approvals.
  • Send an approval request.
  • Approve a sales or purchase document.
  • Maintain substitute approvers.
  • Manage overdue notifications.

 

Pre-Requisite

Before attending this course, students must have:

  • Completed course 80439A: Introduction in Microsoft Dynamics NAV 2013
  • Knowledge of basic accounting principles and ERP user roles

Application Setup in Microsoft Dynamics® NAV 2013 – Outline

Introduction

  • MODULE 1: SET UP A COMPANY BY USING RAPIDSTART SERVICES
  • MODULE 2: MANAGE USER RIGHTS AND PROFILES
  • MODULE 3: SET UP NUMBER SERIES
  • MODULE 4: SET UP TRAIL CODES
  • MODULE 5: SET UP GENERAL JOURNAL TEMPLATES AND BATCHES
  • MODULE 6: SET UP POSTING GROUPS
  • MODULE 7: SET UP DIMENSIONS
  • MODULE 8: SET UP AND MANAGE DOCUMENT APPROVALS

Application Setup in Microsoft Dynamics® NAV 2013 – Schedule

REGULAR XPRESS FLEXI SUPER
2* DAYS


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Thank you for choosing Makintouch Consulting for IT education and training.
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