80237: What's New in Microsoft Dynamics NAV 2009 Service Pack 1 - Application (1 Day)
About this Course
This one-day instructor-led course, What's New in Microsoft Dynamics NAV 2009 Service Pack 1 – Application, provides students with the knowledge and skills to recognize the key differences in the application features in Microsoft Dynamics NAV 2009 SP1. This course does not cover functionality that has not changed since the previous version of Microsoft Dynamics NAV. It assumes course participants have a baseline of knowledge of previous versions of Microsoft Dynamics NAV.
Audience Profile
This course is intended for IT Professionals, Consultants, and Developers who have experience with previous versions of Microsoft Dynamics NAV, primarily Microsoft Dynamics NAV 2009.
At Course Completion
After completing this module, students will be able to:
- Describe the improvements and the new features in the RoleTailored Client.
- Explainthe improved job and purchase order integration features.
- Usethe application improvements in warehouse management.
- Use the Overflow Level feature in supply planning, to help minimize inventory costs.
- Use the redesigned Matrix Pages.
Course Outline
Module 1: RoleTailored Client
This module provides an overview of the new and improved features in Microsoft Dynamics NAV 2009SP1 for the RoleTailored Client.
Lessons
- Customization of the Role Center
- Page Search
- User Functionality
- Information Additions
- Filtering
- Data Entry
Lab : Save a Filter View
Lab : Remove a Saved Filter
After completing this module, students will be able to:
- Describe the improvement of customization of the Role Center.
- Explain the improved Page Search feature.
- Demonstrate the updated user functionality.
- Describe the increased user information.
- Demonstrate how to use filters.
- Explain the data entry enhancements.
Module 2: Jobs and Purchase Order Integration
Microsoft Dynamics NAV 2009 SP1 includes improvements to purchase order integration for jobs, which will help to increase visibility and transparency into purchase orders, costing, and Work In Process (WIP).
Lessons
- Business Logic of Purchasing and WIP
- Committed Costs on Job Task Lines and Purchase Lines
- Transparency: Job Ledger Entries and Value Entries
- Traceability: Job Ledger and Job Planning Lines
- Automatic Update Job Item Cost
Lab : Track Committed Costs and Update a Source Ledger Entry
- Update the Default Role Center
- Create a Purchase Order
- View Committed Costs on the Job
- Update the Purchase Order
- View and Update Source Ledger Entries
After completing this module, students will be able to:
- Describethe new business logic for job ledger entry updates in Microsoft Dynamics NAV 2009 SP1.
- Explain how to track committed costs.
- Describe fields that are added to the Job Ledger Entries and Value Entries pages.
- Describe source ledger entries in a job planning line.
- Explain the Automatic Update Job Item Cost parameter in the Job Setup page.
Module 3: Warehouse Management
Microsoft Dynamics NAV 2009 SP1 provides application improvements in the warehouse management (WMS) module, to address customer and partner requests in Warehouse granularity and Multiple units of measure feature areas.
Lessons
- Warehouse Granularity
- Multiple Units of Measure
Lab : Create and Use Multiple UOM in WMS
- Update the Default Role Center
- Set Up the Warehouse Employee
- Create the Steel Rod Item and Set Up UOM Conversion Factors
- Create a Purchase Order and Put-Away
- Create a Sales Order, Pick, and then View Transactions
- Change the UOM Conversion Factor, View Transactions, and then Create a Sales Order
After completing this module, students will be able to:
- Describethe changes in warehouse management granules.
- Use multiple units of measure (UOM) and the UOM conversion factor in warehouse management.
Module 4: Supply Planning
Microsoft Dynamics NAV 2009 SP1 introduces a warning to help avoid superfluous supply when changes in demand and supply occur outside the given time bucket.
A warning is displayed when superfluous supply causes the projected inventory to exceed the highest projected inventory in an ideal supply plan. This is defined as the Overflow Level. The warning message displays the Overflow Level that the planner must adjust to if he or she wants to avoid the superfluous supply.
Supply Planning describes how the Overflow Level is calculated and how to use the feature to help keep your inventory costs down to a minimum.
Lessons
- Planning with Overflow Levels
- Scenario
Lab : Use the Overflow Level in Supply Planning
- Update the Default Role Center
- Update Item 1160 - Tire
- Create a Sales Order
- Calculate the Regenerative Plan
- Create the Purchase Order and then Reduce the Sales Order
- Recalculate the Regenerative Pan
- Update the Purchase Order
After completing this module, students will be able to:
- Describe the concepts of the Overflow Level.
- Use the overflow feature in a supply planning scenario.
Module 5: Matrix Pages
Matrix Pages have been enhanced and improved in Microsoft Dynamics NAV 2009 SP1, with the addition of a simple option to view and edit data within matrixes.
Matrix Pages are redesigned with new capabilities that improve the usability of matrix pages and increase user productivity.
Lessons
- Matrix Pages Improvements
After completing this module, students will be able to:
- Describe improvements to matrix pages.
Before attending this course, students must have:
- Knowledge equivalent to the Microsoft Dynamics NAV 2009 Introduction andApplication courses.
- General knowledge of the basic ERP user roles.
- Basic knowledge of distribution and logistics, accounting principles and procedures, and financials processing.