Application Setup in Microsoft Dynamics NAV 5.0

8872: Application Setup in Microsoft Dynamics NAV 5.0 (2 Days)

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

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 Questionnaire

Lab : 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.
• Reviewadditional VAT posting setup.
• Reviewposting setupsbased onthe 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 Account

Lab : 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 thegeneral features ofthe document approval system.
• Set upapproval templates.
• Set up approval usersin a hierarchy.
• Set up the notification system forapprovals.
• Manageoverdue notifications.
• Maintainsubstitute approvers.
• Introduction to Microsoft Dynamics NAV 5.0 course
• Knowledge of basic accounting principles and ERP user roles

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