Application Setup in Microsoft Dynamics NAV 2013 (MOC80435)
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.
The course is included in the following categories: |
Microsoft Official Course Informační systémy → Microsoft Dynamics → Microsoft Dynamics NAV Microsoft |
Difficulty of the course: Beginner
Course duration: 2 days
Contents of the course:
- 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
- Module 3: Set Up Number Series
- This module explains the purpose of company-wide number series.
- Lessons
- Number Series
- 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
- 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
- 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
Expected knowledge: Completed course 80439: Introduction in Microsoft Dynamics NAV 2013. Knowledge of basic accounting principles and ERP user roles.
.Course dates:
This course is no longer in our offer. For more information or if you are interested in contact us at skoleni@pcdir.cz a > or phone +420 543 533 610.
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