C8872A: Application Setup in Microsoft Dynamics NAV 5.0

Duration: 16 hours

About this Course:

This two-day instructor-led course provides students with the knowledge and skills to initiate a new NAV company with the Rapid Implementation Methodology toolkit and to set up selected cross-application rules and data.

Audience Profile:

This course is intended for NAV partner staff and administrators/super users who are responsible for implementing and maintaining application setup data in NAV installations.

At Course Completion:

The goal for completing this course is to enable students to identify, describe, and use application setup features within:

•    RIM toolkit
•    Number series
•    Journal templates and batches
•    Posting groups
•    Dimensions
•    Database logins, including roles and permissions
•    Navigation Pane Designer
•    Document approvals

Prerequisites:

•    Introduction to Microsoft Dynamics NAV 5.0 course
•    Knowledge of basic accounting principles and ERP user roles

Course Outline:

Module 1: Introduction

Lessons

•    Structure of the Application Setup in Microsoft Dynamics NAV 5.0 training course

Module 2: Set up a Company with the RIM Toolkit

Lessons

•    Manual Setup versus RIM
•    Overview of the Rim Toolkit
•    Using the RIM Toolkit
•    Demonstration – Create a Setup Questionnaire
•    Demonstration - Initialize a New Company Based on the Setup Questionnaire
•    Demonstration - Use Data Templates
•    Demonstration - Migrate Data

Lab: Import and Apply a Setup QuestionnaireLab : Create a New Contact Data Template

Lab: Create and Export the Vendor Data Migration File

After completing this chapter, students will be able to:

•    Explain the dependencies between RIM and manual setup work.
•    Introduce the different components and processes of the RIM toolkit.
•    Explain and demonstrate all tasks in a RIM process.
•    Create a setup questionnaire.
•    Initialize a new company with a setup questionnaire.
•    Create data templates.
•    Migrate data.

Module 3: Set up Number Series

Lessons

•    Number Series

Lab: Create a Number Series

After completing this chapter, students will be able to:

•    Explain the purpose of company-wide number series.
•    Set up number series.
•    Create number series relations.

Module 4: Set up Journal Templates and Batches

Lessons

•    Overview
•    Create Journal Templates and Batches

Lab: Create a Number Series

After completing this module, students will be able to:

•    Explain the purpose and organization of journal templates and journal batches.
•    Create general journal templates and general journal batches.

Module 5: Set up Posting Groups

Lessons

•    Specific Posting Groups
•    General Posting Groups
•    General Posting Setup
•    VAT Posting Groups
•    VAT Posting Setup
•    Additional VAT Posting Setup
•    Determine Posting Groups
•    Demonstration - Post and Review a Sales Transaction

Lab: Create a Product Posting Group

Lab : Copy a General Posting Setup Line

Lab : Create a VAT Posting Group

After completing this chapter, students will be able to:

•    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.
•    Review additional VAT posting setup.
•    Review posting setups based on the chart of accounts.
•    Demonstrate how posting groups direct a sales transaction.

Module 6: Set up Dimensions

Lessons

•    Dimensions and Dimension Values
•    Dimension Types
•    Dimension Combinations
•    Default Dimensions
•    Default Dimension Priority
•    Demonstration - Work with Default Dimension Priorities

Lab: Set up a Dimension Combination

Lab : Assign Default Dimensions to a Single AccountLab : Assign Default Dimensions to Multiple Accounts

After completing this chapter, students will be able to:

•    Explain and set up dimensions and dimension values.
•    Explain the different dimensions types: Global, Shortcut, and Budget.
•    Explain and demonstrate how dimension combinations are set up.
•    Explain and demonstrate the three levels of default dimensions, including single, multiple, and account type.
•    Explain the purpose of default dimension priorities.
•    Demonstrate the use of default dimension priorities in general journals.

Module 7: Manage User Rights

Lessons

•    Authentication
•    Logins, Roles, and Permissions
•    Demonstration - Assign the SUPER Role to a Super user
•    Demonstration - Create a New Role
•    Demonstration - Apply Security Filters in the SQL Server Option
•    User-specific Setup
•    Active Directory Security

Module 8: Customize the Navigation Pane

Lessons

•    Overview
•    Design a Navigation Pane
•    Demonstration - Create a New MenuSuite
•    Export a MenuSuite
•    Upgrade Considerations

Module 9: Approve Documents

Lessons

•    Set up Document Approvals
•    Demonstration - Set Up Approval Users in a Hierarchy
•    Set up the Notification System
•    Send Overdue Notifications
•    Delegating Substitute Approvers

Lab: Set Up Document Approvals

After completing this chapter, students will be able to:

•    Set up the general features of the document approval system.
•    Set up approval templates.
•    Set up approval users in a hierarchy.
•    Set up the notification system for approvals.
•    Manage overdue notifications.
•    Maintain substitute approvers.