Course 80435A:

Application Setup in Microsoft Dynamics NAV 2013

Length:2 Days
Published:December 13, 2012
Language(s):English
Audience(s):Information Workers,IT Professionals
Level:200
Technology:Microsoft Dynamics NAV 2013
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
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.
Audience Profile
This course is intended to a partner that sells and implements the Finance module to customers.  The typical partner has an ERP background and has a basic understanding of accounting principles.
At Course Completion
After completing this course, 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.
  • 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.
  • Explain the purpose of company-wide number series.
  • Set up number series.
  • Create number series relations.
  • Explain and set up trail codes, source codes, and reason codes.
  • Explain the purpose and organization of journal templates and journal batches.
  • Create general journal templates and general journal batches.
  • 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.
  • 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.
  • 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.
Course OutlineModule 1: Set Up a Company by Using RapidStart ServicesThis 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 ProfilesThis 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 SeriesThis 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 CodesThis 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 BatchesThis 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 GroupsThis 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 GroupLab : Set Up and Assign a Product Posting GroupLab : Copy a General Posting Setup LineLab : Create and Assign a VAT Product Posting GroupLab : Copy a VAT Posting SetupLab : 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 DimensionsThis 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 ValuesLab : Set Up a Dimension CombinationLab : Assign Default Dimensions to a Single AccountLab : Assign Default Dimensions to Multiple AccountsLab : 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 ApprovalsThis 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.
Before attending this course, students must have:
  • completed course 80439A: Introduction in Microsoft Dynamics NAV 2013
  • knowledge of basic accounting principles and ERP user roles
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