C/Side Solution Development in Microsoft Dynamics NAV 2013
Course Outline
Duration: 30 hours
Audience(s): Developers
Technology: Microsoft Dynamics NAV
Level: 200
Module 1: Data and Process Model
This module explains the standard application functionality in Microsoft Dynamics NAV 2013 and it discusses the importance of following the same standards in all customizations.
Lessons
- Table Types and Characteristics
- Standard Data Model
- Standard Process Model
- Explain the different table types and their characteristics.
- Present the standard data model and introduce the data-related business logic.
- Present the standard process model that governs the transactions in Microsoft Dynamics NAV 2013.
Module 2: Master Tables and Pages
This module explains what is involved in solution development to meet customer requirements.
Lessons
- Prerequisite Knowledge
- Participants
- Instructors and Rooms
- Seminars
Lab : Customize Resource Tables and Pages
Lab : Creating Seminar Tables and Pages
- Explain the master table and page standards.
- Work with table event triggers.
- Work with complex data types and their member functions.
- Explain the multilanguage functionality.
- Define the strategy for implementing Customers and Participants.
- Create the tables to manage the seminar rooms.
- Create instructor data management.
- Create seminar data management.
Module 3: Documents
This module explains the purpose and benefits in using documents to enter transactions in Microsoft Dynamics NAV 2013.
Lessons
- Prerequisite Knowledge
- Registrations
- Reviewing the Table Code
Lab : Importing, Reviewing, and Completing the Seminar Registration Tables
Lab : Create Seminar Registration Pages
- Import and export objects as text files.
- Support multilanguage functionality.
- Use document pages.
- Use virtual tables.
- Use temporary tables.
- Review the various types of tables.
- Review different page and table C/AL functions.
- Create additional tables and pages to maintain registrations.
Module 4: Posting
This module explains the posting routine.
Lessons
- Prerequisite Knowledge
- Posting Seminar Registrations
Lab : Reviewing and Completing the Journal and Ledger Tables
Lab : Creating Codeunits and Pages for Seminar Journal Posting
Lab : Creating the Tables and Pages for Posted Registration Information
Lab : Modifying Tables, Pages, and Codeunits for Resource Posting
Lab : Creating the Codeunits for Document Posting
- Explain the working and posting tables.
- Explain the posting routines and their relationships.
- Create journal posting routines.
- Create document posting routines.
- Present the best practices for documenting changes to existing objects.
- Program for minimum effect on the application.
Module 5: Feature Integration
This module explains the integration of custom features into standard functionality to provide a seamless and familiar experience to the users.
Lessons
- Prerequisite Knowledge
- Seminar Feature Integration
- Navigate Integration
Lab : Integrating Seminar Features
Lab : Changing Objects to Integrate with Navigate
- Integrate previously created Seminar Management module features with one another.
- Explain the architecture of the Navigate feature.
- Extend the Navigate functionality to enable finding posted seminar information.
- Enable easier searching for information by adding Navigate functionality to Seminar Management pages.
- Enable looking up Seminar Management information from standard application areas.
Module 6: Reporting
This module explains reporting principles.
Lessons
- Prerequisite Knowledge
- Reporting Lab Overview
- Participant List Reporting
- Invoice Posting Batch Job
Lab : Creating the Seminar Participant List
Lab : Creating the Invoice Posting Batch Job
Module 7: Statistics
This module explains the different types of statistics in the standard application.
Lessons
- Prerequisite Knowledge
- Seminar Statistics
Lab : Creating FlowFields for Sums
Lab : Creating the Seminar Statistics Page
- Create a page that calculates price sums efficiently.
- Make the page available from the Seminar pages.
- Use FlowFilters to easily calculate statistics for different time periods.
Module 8: Dimensions
This module explains the importance of dimensions and their use throughout the standard application and accompany all transactional data and process.
Lessons
- Prerequisite Knowledge
- Integrating Seminar Management with Dimensions
Lab : Integrating with Dimension Management
- Describe Global, Shortcut, and Budget dimension types and their functions.
- List the basic rules of Dimension Setup.
- Present the dimension management data and process models.
- Implement dimensions on the master record level.
Module 9: Role Tailoring
This module explains the importance of user roles and profiles in Microsoft Dynamics NAV 2013.
Lessons
- Prerequisite Knowledge
- Seminar Manager Role Center
- MenuSuite Object Type
- Seminar Management Department Page
Lab : Create the Seminar Manager Role Center
Lab : Create Seminar Management Department Page
- Define the components of the RoleTailored user interface.
- Explain the structure, purpose, and functionality of a Role Center-type page.
- Create the Seminar Manager Role Center page.
- Describe the functionality of the Departments page and the MenuSuite object type.
- Integrate the Seminar Management department into the Departments page.
Module 10: Interfaces
This module explains how interfacing with features or applications outside Microsoft Dynamics NAV is a frequent requirement. It also describes the different types of interfacing features that are present in Microsoft Dynamics NAV.
Lessons
- Prerequisite Knowledge
- Email Confirmation
Lab : Create Email Confirmations
- Explain how to use Automation and OCX to perform tasks with other applications.
- Describe file handling functions to import or export data.
- Design and implement email capability.
Module 11: Web Services
This module explains what web services are and how they are used in Microsoft Dynamics NAV 2013.
Lessons
- Prerequisite Knowledge
- Registration Web Service
Lab : Creating a Web Service
Lab : Create a Windows Forms Application to Test the Web Service
- Describe Microsoft Dynamics NAV 2013 Web services architecture.
- Explain the protocols that Microsoft Dynamics NAV 2013 uses for Web services.
- Evaluate the benefits of Web services over other integration options in Microsoft Dynamics NAV.
- Explain how to expose codeunit, page, and query objects as Web services.
- Consume Web services from external applications.
Module 12: Testing and Debugging
This module explains testing practices and presents the test-driven development (TDD) approach followed by Microsoft.
Lessons
- Prerequisite Knowledge
- Testing Seminar Management
- Debugging
Lab : Create Seminar Management Unit Tests
- Demonstrate the testing features of Microsoft Dynamics NAV 2013.
- Explain the test codeunits, test functions, and handler functions.
- Describe how to automate user interface testing.
- Explain the functionality and purpose of test runner codeunits.
- Develop a unit testing framework for the Seminar Management solution.
- Describe the Debugger functionality and features.
- Demonstrate the debugging process.
Module 13: Optimizing for SQL Server
This module explains the SQL Server for Microsoft Dynamics NAV 2013.
Lessons
- SQL Server for Microsoft Dynamics NAV
- Representation of Microsoft Dynamics NAV Tables and Indexes in SQL Server
- Collation Options
- SQL Server Query Optimizer
- Optimizing a Microsoft Dynamics NAV Application
- Data Access Redesign
- C/AL Database Functions and Performance on SQL Server
- Bulk Inserts
- Locking, Blocking, and Deadlocks
- SIFT Data Storage in SQL Server
- SQL Server Profiler
Lab : Analyze Index Usage
Lab : Optimize C/AL Code
- Explain the advantages of SQL Server for Microsoft Dynamics NAV 2013.
- Work with tables and indexes.
- Use collation options and descriptions.
- Explain SQL Server Query Optimizer.
- Explain the areas within Microsoft Dynamics NAV that can be optimized.
- Explain how the Microsoft Dynamics NAV database driver enables the Microsoft Dynamics NAV clients to communicate with SQL Server.
- Understand the performance effect of locking, blocking and deadlocks.
- Understand how SIFT data is stored in SQL Server.
Module 14: Appendix
This module contains reference information about the case study that is implemented throughout the course.
Lessons
- CRONUS International Ltd.
- Functional Requirements
- Content Structure
Lab : Function Testing
- Present the case study for the CRONUS International Ltd. implementation project.
- Provide test scripts for function testing of customized functionality
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C/Side Introduction in Microsoft Dynamics® NAV 2013
Course Outline:
| Audience(s): | Developers |
| Technology: | Microsoft Dynamics NAV |
| Level: | 200 |
| This Revision: | A |
|
Delivery method:
|
Instructor-led (classroom) |
| Length: | 5 days |
Module 1: Microsoft Dynamics NAV Development Environment
This module explains fundamental aspects of Microsoft Dynamics NAV Development Environment.
Lessons
- Basic Objects in Microsoft Dynamics NAV 2013
- Object Designer Fundamentals
- Team Development Features
- The Physical and Logical Database
Lab : Designing and Running an Object
- Present the basic object types in Microsoft Dynamics NAV 2013.
- Describe fundamental aspects of Microsoft Dynamics NAV Development Environment. This includes the UI, application objects, and basic metadata concepts.
- Explain the physical and logical database structure.
- Explain the features for multi-developer environments.
Module 2: Tables
This module explains the concepts and the use of tables and table components.
Lessons
- Tables Fundamentals
- Primary and Secondary Keys
- Table Relationships
- Special Table Fields
Lab : Create a Table
After completing this module, students will be able to:
- Explain the concepts of tables and table components.
- Examine the concept behind primary and secondary keys, and explain how to set them.
- Create a simple table with primary and secondary keys, and add data to the table.
- Review the concept of table relation.
- Set table relations with a filter and condition.
- Describe the special table fields.
- Use special table fields to improve table features.
Module 3: Pages
This module explains the concepts of pages and page components.Lessons
- Page Fundamentals
- Page Designer
- Page Types and Characteristics
Lab : Create a Card and a List Page
- Explain the concepts of pages and page components.
- Describe Page Designer and Action Designer.
- Create a simple page and add basic controls to the page.
- Provide an overview of different page types and their characteristics.
- Discuss best practices in designing pages.
- Create a Card page, add a container, FastTabs, and fields.
- Create a List page and link it to the Card page.
- Create a main page, a Part page, and link the two pages.
Module 4: Introduction to C/AL Programming
This module explains the concepts and use of C/AL code elements.
Lessons
- C/AL Programming
- Intrinsic Data Types
- Identifiers, Variables and Syntax
- Variable Scope
Lab : Investigate Data Types
- Describe the concepts and basic use of C/AL code elements.
- Describe the concepts of data types, simple data types and complex data types.
- Explain the concepts of identifiers, variables, and syntax.
- Explain the syntax of identifiers.
- Explain the scope of variables.
- Explain the initialization of variables.
- Create a simple codeunit to demonstrate how to define variables, assign data types, and investigate several default values that are initialized for several data types.
Module 5: Assignment Statements and Expressions
This module explains the concepts of assignments, statements, and assignment statements.
Lessons
- Assignment Statements
- The Syntax of Statements
- Automatic Type Conversions
- Use Assignment Statements and the Symbol Menu
- Expressions, Evaluations, Terms, and Operators
- The String Operator
- Function Calls in Expressions
- Numeric Expressions
- Arithmetic Operators
- Relational and Logical Expressions
- Relational Expressions for Comparison
- Relational Expressions for Set Inclusion
- Logical Expressions
Lab : Use Logical and Relational Expressions in a Page
After completing this module, students will be able to:
- Explain the concepts of assignment, statement, and assignment statement.
- Describe the syntax of statements and introduce the statement separator.
- Describe automatic type conversions for string, numeric, and other data types.
- Use assignment statements and the Symbol Menu.
- Explain the concepts of expressions, terms, and operators.
- Describe the syntax of an expression.
- Describe the string operator.
- Use the string operator.
- Describe the MAXSTRLEN and the COPYSTR functions.
- Use the MAXSTRLEN and the COPYSTR functions in an expression.
- Define numeric expressions, arithmetic operators, and operator precedence.
- Describe the arithmetic operators, and provide examples.
- Use the arithmetic operators and examine the operator precedence.
- Define relational and logical operators and expressions.
- Describe the use of relational expressions for comparison.
- Describe the use of relational expressions for set inclusion.
- Describe the use of logical expressions.
- Use logical and relational expressions in a page.
Module 6: C/AL Statements
This module explains concepts of conditional statement and the Boolean expression.
Lessons
- Conditional Statement and Boolean Expressions
- The IF Statement
- The EXIT Statement
- The CASE Statement
- Compound Statements and Comments
- The Syntax of Compound Statements
- Compound Statements by Using Nested IF Statements
- The Syntax of Comments
- Practice: Nested IF
- Arrays
- The Syntax of Arrays
- The Power of Arrays
- Strings as Arrays of Characters
- Repetitive Statements
- The WITH Statement
Lab : Use Conditional and Compound Statements
- Define conditional statements and Boolean expressions.
- Describe the IF statement, the IF-THEN, and IF-THEN-ELSE syntax.
- Describe the EXIT statement and code indentation.
- Describe the CASE statement and the syntax of the CASE statement.
- Define compound statements and comments.
- Describe the syntax of compound statements with BEGIN and END.
- Understand the concepts of nested IF statements and the rule of correct indentation.
- Describe the syntax of comments.
- Use the IF, EXIT, CASE, and compound statements in a page.
- Test knowledge about C/AL statements.
- Define arrays and describe the components of arrays.
- Describe the syntax of arrays.
- Explain the power of arrays.
- Describe how to use strings as arrays of characters.
- Introduce repetitive statements that are available in C/AL.
- Use arrays and repetitive statements in a page.
- Describe the WITH statement, record variables, and the syntax of the WITH statement.
Module 7: C/AL Functions
This module explains C/AL functions.
Lessons
- Functions and Parameters
- Review Built-in Functions
- Data Access Functions
- Sorting and Filtering Functions
- Data Manipulation Functions
- Working with Fields
- Using Interaction Functions
- Other Common C/AL Functions
- Create Custom Functions
- Local Functions, Variables and the EXIT Statement
Lab : Create Custom Functions
- Explain the concepts of functions and parameters.
- Explain the C/AL Symbol Menu.
- Describe the use and syntax of data access, filtering, and manipulation functions.
- Describe the use and syntax of user interaction functions.
- Describe the use and syntax of string functions.
- Describe the use and syntax of system functions.
- Describe the use and syntax of date functions.
- Describe the use and syntax of number functions.
- Describe the use and syntax of array functions.
- Describe the use and syntax of several other important functions.
- Provide an overview of the benefits of creating custom functions.
- Explain the concepts of local functions and local variables.
- Create custom functions in a page and call the functions from Actions.
Module 8: Reports
This module explains the concept of reports and report components.
Lessons
- Report Fundamentals
- Report Design Process
- Design the Data Model
- Create a Data Model
- Design the Layout
- The Request Page Designer
- Design the Request Options Page
- Grouping and Totaling
- Add Advanced Features
Lab : Create a Basic Report
After completing this module, students will be able to:
- Explain the concepts of reports and report components.
- Provide an overview of different report types and their characteristics.
- Describe the difference between the logical and the visual design of reports and introduce Report Designer.
- Describe the logical design of a report.
- Create the data model for a new report by defining data items in the Report Dataset Designer.
- Describe the visual design of a report and introduce Microsoft Visual Studio Report Designer.
- Design the report layout.
- Introduce Request Page Designer.
- Design the Request Options page.
- Explain the concepts of grouping and totaling in a report.
- Create a grouping and totaling for a report.
- Add advanced features to a report.
Module 9: XMLports
This module explains the fundamentals of XMLports and its components.
Lessons
- XMLport Fundamentals
- Design XMLports
- Importing and Exporting Plain Text
- Using XMLports in C/AL Code
Lab : Create an XMLport to Export XML Data
Lab : Create an XMLport to Export Variable Text
- Describe the fundamentals of an XMLport and its components.
- Review how to design XMLports.
- Explain the Request Page functionality.
- Describe the process of using XMLports from C/AL code.
- Create XMLports for export and import with XML format.
- Create XMLports for export and import with fixed and a variable text format.
Module 10: Codeunits
This module explains the concepts of codeunits.
Lessons
- Codeunit Fundamentals
- Design Codeunits
- Use Codeunits
- SMTP
- Explain the concepts of codeunits.
- Provide an overview of designing codeunits.
- Provide an overview by using codeunits.
- Define variables and functions in a codeunit.
- Use the SMTP Mail codeunit.
Module 11: Microsoft .NET Framework Interoperability
This module explains the .NET Interoperability features.
Lessons
- The DotNetDataType
- Datatype Mapping and Assignment
- .NET Framework Interoperability C/AL functions
- Streaming
Lab : Use a Dictionary Object
- Explain the .NET Interoperability features.
- Describe the concept of constructors.
- Communicate between client-side and server-side objects.
- Describe how to respond to events that are raised by .NET objects.
- Examine mapping between C/AL and .NET data types.
- Review the most important C/AL functions for managing .NET objects.
- Use arrays, collections, and enumerations.
- Explain how to stream data between C/AL and .NET objects
Module 12: Queries
This module introduces the query object type by explaining various use cases for queries: using queries in charts, in OData web services, and accessing them programmatically from C/AL.
Lessons
- Query Design
- Accessing Queries from C/AL
- Advanced Query Concepts
Lab : Using a Query from a ChartLab : Using Queries in C/AL
- Present the Query Designer and its features.
- Explain the principles of the query design process.
- Show how to select, join, filter, aggregate, and order data.
- Show how to access queries from C/AL code.
- Explain how to export data from queries.
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Finance Advanced in Microsoft Dynamics® NAV 2013
Course Outline
| Audience(s): | Information Workers |
| Technology: | Microsoft Dynamics NAV |
| Level: | 200 |
|
Delivery method:
|
Instructor-led (classroom) |
| Length: | 16 hours |
Module 1: Intrastat
This module explains the setup of Intrastat and how to run and submit Intrastat reports.
Lessons
- Set up Intrastat
- Report Intrastat
Lab : Create an Intrastat Report
- Set up Intrastat for use in Microsoft Dynamics NAV 2013.
- Explain how to run and submit Intrastat reports.
Module 2: VAT Rate Change Tool
This module explains the VAT rate change process.
Lessons
- Prepare for VAT Rate Change Tool
- Set Up Using VAT Rate Change Tool
- Perform VAT Rate Conversions
- Explain and demonstrate the preparation of the VAT rate change process.
- Explain and set up the VAT rate change tool.
- Explain and demonstrate how to perform a VAT rate change.
Module 3: Multicurrency
This module explains the process in using the Multicurrency functionalities.
Lessons
- Currency Card and Exchange Rates
- Set Up Multicurrency for Customers, Vendors, and Bank Accounts
- Lesson 3-5: Process Documents and Journals
- Adjust Exchange Rates Batch Job for Customers, Vendors, and Bank Accounts
- Lesson 7-9: Reporting Currency
- View the Exchange Rate Adjustment Register
- Summary of Currency Exchange Rates
Lab : Process a Sales Invoice
Lab : Post Expenses in Foreign Currency
Lab : Update the USD:GBP Exchange Rate
- Explain setup requirements for currencies and exchange rates when using multiple currencies.
- Explain setup requirements using multiple currencies with customers, vendors, and bank accounts.
- Describe steps and additional functionality for processing purchase and sales documents that use foreign currency.
- Describe steps and additional functionality for recording and posting multicurrency transactions in the cash receipts journal.
- Describe how to process multicurrency payments using the payments journal.
- Describe how to run the Adjust Exchange Rates batch job for customers, vendors, and bank accounts.
- Explain set up, viewing amounts, daily processing, and periodic processes when using an additional reporting currency.
- Describe how to run the Adjust Exchange Rates batch job for G/L accounts.
- Describe how to view the Exchange Rate Adjustment Register.
Module 4: Budgets
This module explains the Budget feature.
Lessons
- Lesson 1-3: Creating Budgets
- Copying Budgets
- Exporting and Importing Budgets
Lab : Create a budget
Lab : Copy a budget
- Explain the Budgets feature in Microsoft Dynamics NAV 2013.
- Explain the G/L Budgets page elements.
- Show how to set up budgets manually.
- Explain how to delete budget entries.
- Explain how to create budgets by using the Copy Budget function.
- Explain how to create budgets by using the Export Budget and Import Budget functions.
Module 5: Cost Accounting
This module explains the process on Cost Accounting.
Lessons
- Workflow in Cost Accounting
- Setting Up Cost Accounting
- Cost Entries
- Cost Budgets
- Cost Allocation
- Cost Accounting History
- Cost Accounting Reporting
- Tips and Tricks
Lab : Using Cost Journals
Lab : Set Up a Cost Budget
Lab : Set Up Cost Allocation
- Explain the workflow in Cost Accounting.
- Explain and set up Chart of Cost Types, Chart of Cost Centers, Chart of Cost Objects, and Cost Accounting Setup.
- Explain the relationship between the cost accounting and general ledger application areas.
- Set up cost journals.
- Explain how to create cost entries either through a transfer from G/L entries or through posting the cost journal.
- Explain and set up cost budgets by using different copy functions.
- Explain the transfer from budget to actual.
- Explain and set up cost allocations.
- Explain static and dynamic allocations.
- Explain how to allocate costs and cost budgets.
- Explain the cost registers and cost budget registers.
- Explain the deletion of cost entries and cost budget entries.
- Explain different cost accounting reports.
- Provide tips and tricks.
Module 6: Cash Flow Forecast
This module explains the functions, the setup and the use of Cash Flow Forecast.
Lessons
- Functions of the Cash Flow Forecast
- Setting Up Cash Flow Forecasts
- Creating Cash Flow Forecasts
- Cash Flow Forecast Reporting
Lab : Creating a Cash Flow Forecast
Lab : Entering Manual Revenues and Expenses
Lab : Using the Cash Flow Worksheet
Lab : Printing the Cash Flow Date List
- Explain the functions of the cash flow forecast.
- Explain the setup of the Chart of Cash Flow Account, Cash Flow Setup and Cash Flow Payment Terms.
- Explain how to create cash flow forecasts by using Cash Flow Forecast Cards and Cash Flow Manual Revenues and Expenses.
- Explain how the Cash Flow Worksheet is used.
- Review the registration of the cash flow through Cash Flow Forecast Entries.
- Explain the different Cash Flow Forecast Reporting possibilities.
Module 7: Financial Reporting and Analysis
This module explains processes related to cost account schedules, cash flow account schedules and how to generate report analysis.
Lessons
- Analyze the Chart of Accounts
- Account Schedules
- Analysis by Dimensions
- Export Analysis Views to Microsoft Excel
- Dimension-Based Reports
- Combine Analysis Views with Account Schedules
- Finance Performance Charts
Lab : Create a Detailed Account Schedule
Lab : Create a Cost Account Schedule
Lab : Create a Cash Flow Account Schedule
Lab : Create an Analysis View
Lab : Create a Cash Flow Analysis View
Lab : Export an Analysis View to Microsoft Excel
Lab : Combine an Analysis View with an Account Schedule
- Describe filtering and analysis pages related to the chart of accounts.
- Explain how to set up an account schedule and explain other processes that relate to account schedules.
- Demonstrate cost account schedules.
- Demonstrate cash flow account schedules.
- Describe types of dimensions.
- Explain how to set up analysis views.
- Explain the process of exporting analysis views to Microsoft Office Excel 2007, and describe the elements of the exported file.
- Show how to generate analysis by dimensions and other dimension analysis reports.
- Show how to set up a Finance Performance chart.
Module 8: XBRL
This module explains the concept of XBRL.
Lessons
- XBRL Terminology
- XBRL Specifications and Taxonomies
- Work with Linkbases
- Enter XBRL Line Definitions
- Export the XBRL Lines
Lab : Annual Reporting with XBRL
- Explain the terminology associated with XBRL.
- Explain how to import and update taxonomies.
- Explain how to attach, update, and apply linkbases to taxonomies.
- Describe pages that are related to XBRL lines, and explain how to enter XBRL line definitions
- Demonstrate how to export an instance document.
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Installation and Configuration in Microsoft Dynamics® NAV 2013
| Audience(s): | IT Professionals |
| Technology: | Microsoft Dynamics NAV |
| Level: | 200 |
| Length: | 2 days |
Module 1: Introduction
This module provides an overview of fixed assets and its integration with other modules.
Lessons
- Fixed Assets Overview
- Structure
- Integration with Other Modules
- Define fixed assets.
- Examine required functionality for fixed assets.
- Describe the integration of the Fixed assets module with General ledger, Accounts payable, Accounts receivable, Project accounting, and Inventory management modules.
Module 2: Setup Procedures
This module focuses on the setup procedures that are required for the Fixed assets module.
Lessons
- System Setup for Fixed Assets
- Fixed Assets Module Setup
- Parameters
- Depreciation Methods
- Depreciation Conventions
- Depreciation Books Overview
- Extended Functionality Features – Provision Types and Bonus Depreciation
- Mass Update Depreciation Conventions for a Depreciation Book
Lab : Set Up Main Accounts
Lab : Set Up a Number Sequence
Lab : Set Up a Depreciation Profile
Lab : Set Up Value Models
Lab : Set Up a Fixed Asset Group
Lab : Set Up a Posting Profile
- Review system setup for Fixed assets.
- Review the basic setup requirements for the Fixed assets module.
- Discuss the Value models, Asset Groups, Disposal and Posting profile components of Fixed assets setup.
- Discuss the setup of Fixed assets parameters.
- Explain how to sue the Capitalization threshold.
- Describe, create, and change Reason codes in Fixed assets.
- Review depreciation methods and conventions.
- Provide an overview for Depreciation books.
- Describe extended functionality setup requirements for Fixed assets.
- Review Mass update depreciation conventions for a depreciation book.
Module 3: Setup of Assets
This module focuses on the setup of assets.
Lessons
- Fixed Assets Form
- Set Up Assets
- Lend Assets
- Assign Bar Codes to Assets
- Asset Budgeting
- Project Module Integration to Fixed Assets
Lab : Set Up a Fixed Asset
- Describe the fields available in the Fixed assets form.
- Differentiate between financial and non-financial information for assets.
- Set up a fixed asset.
- Show how to lend assets.
- Assign bar codes to assets.
- Complete asset budgeting.
- Associate and manage fixed assets within the Projects form.
- Review the fixed asset details associated with a project or subproject.
Module 4: Asset Transactions
This module focuses on the different fixed asset Transaction Types, and detailed methods for recording those transactions.
Lessons
- Scenario
- Typical Fixed Asset Transaction Types
- Record Acquisitions
- Create and Acquire Fixed Assets from Purchasing
- Record Depreciation
- Record Value Adjustments
- Record Disposals
- Transaction Reversals
- Replacement Cost and Insured Value Update
- Copy Fixed Assets and Change Fixed Asset Groups
- Fixed Asset Additions
Lab : Acquiring an Asset Using the Inventory to Fixed Assets Journal
Lab : Depreciating an Asset Using a Proposal
Lab : Acquiring an Asset Using the Fixed Assets Journal
Lab : Dispose of an Asset Using the Fixed Assets Journal
- Use asset Transaction Types.
- Use journals to manually enter fixed asset transactions.
- Control fixed asset acquisition transaction creation from purchasing.
- Restrict user group permissions for posting fixed asset acquisition transactions in purchasing.
- Create a fixed asset record directly from purchasing, during posting of a product receipt or vendor invoice.
- Describe when the Fixed asset receipt and Fixed asset issue account types will be used.
- Record depreciation.
- Use proposals to enter fixed asset transactions.
- Discuss value adjustments for fixed assets.
- Discuss fixed asset disposals.
- Describe where fixed asset transaction reversals are performed.
- Perform fixed asset transaction reversals.
- Describe how the replacement cost factor and the insured value factor on the asset group, are used to update an asset’s replacement cost and insured value amounts.
- Process updates to an asset’s replacement cost and insured value amounts.
- Copy a fixed asset.
- Change a fixed asset group.
- Enter a fixed asset addition.
Module 5: Inquiries and Reports
This module focuses on how to run inquiries and reports in Microsoft Dynamics AX 2012.
Lessons
- Inquiries
- Reports
- Demonstrate the use of data inquiries available in Fixed assets.
- Demonstrate how to run reports.
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Introduction in Microsoft Dynamics® NAV 2013
| Audience(s): | Information Workers |
| Technology: | Microsoft Dynamics NAV |
| Level: | 200 |
| Length: | 2 days |
Module 1: Microsoft Dynamics NAV 2013 as an ERP System
This module provides students with a general understanding of the concept of ERP.
Lessons
- Lesson 1: ERP System
Lab : Open Microsoft Dynamics NAV 2013.
- Explain the concept of ERP and Microsoft Dynamics NAV 2013.
- Describe the most important features of ERP and Microsoft Dynamics NAV 2013.
Module 2: User Interface
This module explain elements of the User Interface in Microsoft Dynamics NAV 2013.
Lessons
- Lesson 1: Back and Forward Button, Address Bar, Search
- Lesson 2: The Ribbon
- Lesson 3: The Navigation Pane
- Lesson 4: The Status Bar
- Lesson 5: Pages
- Lesson 6: The Role Center
Lab : Assign a Role Center
- Explain the Back and Forward button, the address bar, and search.
- Explain the concept of the ribbon.
- Explain the different components of the ribbon.
- Show how to use the ribbon.
- Explore the navigation pane.
- List the information that is available on the status bar.
- Explain the list page.
- Explain the card page.
- Explore the Role Center.
Module 3: User Personalization
This module explains how to configure Microsoft Dynamics NAV 2013 user interface.
Lessons
- Lesson 1: Personalization and Configuration
- Lesson 2: Customize the Ribbon
- Lesson 3: Customize the Navigation Pane
- Lesson 4: Customize this Page
- Lesson 5: Customize a FactBox
- Lesson 6: Customize a FastTab
- Lesson 7: Customize a Chart
- Lesson 8: Customize Parts on the Role Center Page
- Lesson 9: Change the Profile and Role Center
Lab : Add a List Place to the Navigation Pane
Lab : Add a Chart to the Role Center
- Explain how to configure Microsoft Dynamics NAV 2013 user interface (UI).
- Browse and customize the List Places.
- Change the look of windows in the program.
Module 4: Basic Functionalities
This module explains the general functions that are used in Microsoft Dynamics NAV 2013.
Lessons
- Lesson 1: Use Keyboard Shortcuts
- Lesson 2: Enter and Edit Information
- Lessons 3-10: Basic Functionalities
- Lesson 11: Search Information
- Lesson 12: FactBoxes
- Lesson 13: Post a Document
- Lesson 14: Navigate
Lab : Filter the Customer List and Export to Excel
- Use function keys and basic keyboard shortcuts.
- Enter and edit information.
- Use zoom, reports, sorting, search, filters, FactBoxes and navigation functions.
- Integrate with other Microsoft Office products, such as OneNote, Word, and Excel.
- Describe the posting process within Microsoft Dynamics NAV.
Module 5: Master Data for Sales and Purchase Process
This module introduces the students to master data.
Lessons
- Lesson 1: G/L Account Cards
- Lesson 2: Chart of Accounts Page
- Lesson 3: Customer Cards
- Lesson 4: Vendor Cards
- Lesson 5: Item Cards
Lab : Create a New Office Furniture Vendor
Lab : Create a New Office Furniture Item
- Explain how to use G/L account cards.
- Outline the purpose and functions of the Chart of Accounts page.
- Explain how to use customer cards.
- Explain how to use vendor cards.
- Explain how to use item cards.
Module 6: Process Sales and Purchases
This module demonstrates the integration of different processes of Microsoft Dynamics NAV 2013 as an ERP system.
Lessons
- Lesson 1: Process Flows
- Lesson 2: From Purchase Order to Purchase Invoice
- Lesson 3: Create Purchase Invoices
- Lesson 4: From Sales Quote to Sales Invoice
Lab : Purchase Furniture From the New Vendor
Lab : Record an Automobile Maintenance Expense
Lab : Sell Wooden Doors to an Existing Customer
- Outline a complete sales process and how it connects to other application areas.
- Outline a complete purchase process and how it connects to other application areas.
- Create a purchase order.
- Process the receipt and invoicing of goods.
- Create and process a purchase invoice.
- Create a sales quote, and convert it to a sales order.
- Create, post, and review sales orders.
- Process the shipment and invoicing of goods.
Module 7: Technology Overview
This module provides an overview of the most important technology topics of Microsoft Dynamics NAV 2013.
Lessons
- Lesson 1: Web Services Support
- Lesson 2: Multiple Client Support
- Lesson 3: Microsoft Dynamics NAV 2013 Development Environment
- Lesson 4: Multilanguage Functionality
- Explain the web services support in Microsoft Dynamics NAV 2013.
- Describe the different client types.
- Provide an overview of the Microsoft Dynamics NAV 2013 Development Environment.
- Describe the multilanguage functionality.
Module 8: Browse Application Areas
This module explains the different application areas in Microsoft Dynamics NAV 2013.
Lessons
- Lesson 1: Financial Management
- Lesson 2: Financial Reporting and Analysis
- Lesson 3: Marketing
- Lesson 4: Trade
- Lesson 5: Inventory Management
- Lesson 6: Warehouse Management
- Lesson 7: Manufacturing
- Lesson 8: Jobs and Resources
- Lesson 9: Service Management
- Lesson 10: Human Resources
- Provide an overview of the most important financial management features.
- Outline financial reporting and analysis.
- Outline marketing features.
- Provide an overview of the most important trade functions.
- Provide an overview of inventory management features.
- Outline features of the warehouse management system.
- Outline manufacturing features.
- Outline features for jobs and resources.
- Explain service management features.
- Review features for human resource management.
