Application Setup in Microsoft Dynamics NAV 2013 Training Course

Course 80435
2 Days

Instructor-Led Live: $1,295
Instructor-Led Remote: $995 - Learn more

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Course Overview
This two-day 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.

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Audience
The audience for Course 80435: Application Setup in Microsoft Dynamics NAV 2013 includes partners that sell and implements the Finance module to customers. The typical partner has an ERP background and has a basic understanding of accounting principles.

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Course Outline
Module 1: Set Up a Company by Using RapidStart Services
This module explains the RapidStart Services for the application setup.
Lessons

• Manual Setup vs. RapidStart Services
• Rapid Start Services Process Flow
• Create and Export a Configuration Package
• Configure a New Company by Using RapidStart Services
• Data Migration by Using Rapid Start Services
• Transfer Opening Balances by Using RapidStart Services

After completing this module, 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.

Module 2: Manage User Rights and Profiles
This module explains the different level of security in Microsoft Dynamics NAV 2013.
Lessons

• Authentication
• Set Up User Rights
• Create a New Permission Set
• Apply Security Filters
• User-Specific Setup
• User Profile Setup
• Best Practices

Lab : Set Up New Users

• Susan
• Alicia
• Cassie

After completing this module, students will be able to:

• 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.

Module 3: Set Up Number Series
This module explains the purpose of company-wide number series.
Lessons

• Number Series

Lab : Create a Number Series
After completing this module, 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 Trail Codes
This module explains what trail codes are used for.
Lessons

• Lessons 1 to 3: Source Code and Reason Codes
• Navigate the Audit Trail

After completing this module, students will be able to:

• Explain and set up trail codes, source codes, and reason codes.

Module 5: Set Up General Journals Templates and Batches
This module explains the purpose of journal templates and journal batches set up.
Lessons

• Journal Templates, Batches, and Lines
• Create Journal Templates and Batches

Lab : Create a Journal Batch
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 6: Set Up Posting Groups
This module explains the purpose of posting groups.Lessons

• Specific Posting Groups
• General Posting Groups
• General Posting Setup
• VAT Posting Groups
• VAT Posting Setup
• Best Practices
• Post and Review a Sales Transaction

Lab : Set Up and Assign a Vendor Posting Group
Lab : Set Up and Assign a Product Posting Group
Lab : Copy a General Posting Setup Line
Lab : Create and Assign a VAT Product Posting Group
Lab : Copy a VAT Posting Setup
Lab : Post and Review a Purchase Transaction
After completing this module, 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.
• Describe posting setups based on the chart of accounts.
• Demonstrate how posting groups direct a sales transaction.

Module 7: Set Up Dimensions
This module explains the benefits and purposes in using dimensions.
Lessons

• Dimensions and Dimension Values
• Setting Up Dimensions in General Ledger Setup
• Dimension Combinations
• Lessons 4 to 5: Default Dimensions and Account Type Default Dimensions
• Default Dimension Priority
• Conflicting Default Dimensions

Lab : Set Up a Dimension with Dimension Values
Lab : Set Up a Dimension Combination
Lab : Assign Default Dimensions to a Single Account
Lab : Assign Default Dimensions to Multiple Accounts
Lab : Assign Vendor Account Type Default Dimensions
After completing this module, students will be able to:

• 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.

Module 8: Set Up and Manage Document Approvals
This module explains the basic Document Approval set up tasks.
Lessons

• Set Up Document Approvals
• Set Up the Notification System
• Set Up a Sales Document Approvals System
• Use the Document Approval System

Lab : Set Up a Purchase Document Approvals System
After completing this module, students will be able to:

• 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.

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