Chapter 1 - Work Services Corporation
Contents
1. NAV 2009 By choosing a different sorting option you can view the lines in a different order Procedure Change the Sorting Order Follow these steps to change the sorting order of a list of vendor ledger entries 1 From the Navigation pane click on Departments gt Purchase gt Planning gt Lists gt Vendors Double click on Vendor number 1000 London Postmaster 3 Click Related Information gt Vendor gt Ledger Entries 4 Click the drop down arrow beside Entry No the list of possible sorting options appear 5 Select Vendor No Posting Date Currency Code 6 Click the sort ascending descending button and select Sort descending The vendor ledger entries for London Postmaster has now been sorted based on your chosen criteria Edit Vendor Ledger Entries 10000 London Postmaster E Related Information gt Posting Date x Filter 10000 Posting Date Document Document External D Vendor No Description Currency C Original Amount Amount Remaining Amo 1 30 2010 Invoice 108028 26874 10000 Order 106009 1 129 50 1 129 50 1 129 50 1 20 2010 Invoice 108023 24521 10000 Order 106006 15 846 00 15 846 00 15 846 00 1 13 2010 Payment 2593 10000 London Postmaster 72 240 56 72 240 56 0 00 1 9 2010 Invoice 108019 23587 10000 Order 106003 8 245 76 8 245 76 8 245 76 1 6 2010 Invoice 108018 23047 10000 Order 106002 8 132 00 8 132 00 8 132 00 12 31 2009 Invoice 5672 5672 10000 Opening Entries2. 1 Numbers without blank spaces or special characters come before letters or combinations of numbers and letters and Microsoft Dynamics NAV 2009 counts in ascending order 11 12 111 Al This is a combination of letters and numbers It comes before other such combinations because the blank space between A and 1 comes before anything else ABC Letters come after blank spaces so ABC comes after A 1 above ABI Letters come before numbers in letter number combinations so ABC comes before AB1 Al Numbers are sorted after letters so Al comes after AB DSB D comes after A and blank spaces come before a character DI Numbers are sorted after letters so D1 comes after D S B D S B Special characters come after numbers 1A A number at the start of a combination of letters comes next to last in the sorting order Al Special characters come last in a sorting You must be familiar with sorting rules so that filters can be entered correctly For example the filter A100 110 does not result in any data being found since the interval cannot exist The result of an incorrectly used filter can be incorrect or even no information Microsoft Official Training Materials for Microsoft Dynamics 1 31 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 To ensure that numbers are sorted correctly use the following principles e Always use a numerical series of a
3. In addition all users have access to the Departments menu From the Departments menu you can navigate to everything in the application that you have access to including setup and configuration windows Home button Access the icons in the Activities part by clicking on the buttons on the left side of the pane Posted Shows a list of posted documents Documents Cue Represents the number of documents that you have in a stack Click on a cue to access that stack Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Name Description Navigation Pane Use the Microsoft Dynamics NAV Navigation Pane to open list places From a list place you can open individual cards or documents The Microsoft Dynamics NAV Navigation Pane displays one menu at a time use the activity buttons at the bottom of the pane to change from one menu to another As a minimum the Navigation Pane contains the following menus e Home is for your user role and contains your Role Center plus all of the list places that are most commonly used in your role e Departments access all of the areas of the application for which you have permissions If you find a useful link in Departments you can copy it to your Role Center or Home menu Depending on your user profile various activity buttons may be availabl
4. and in reports Numbers and letters can be used to identify codes When you need to enter a code in a field look up press F6 to select from the list of codes related to the field Instead of selecting a code you can type it in the field In that case you only have to enter the first letter s in the code name for example just type y for YELLOW Edit Fields To edit information in a field press the F2 key This works like a word processor in that the left and right arrow keys move through the text without changing it Pressing F2 again positions the cursor at the end of content in a field Insert and Delete To insert a line or a record in Microsoft Dynamics NAV 2009 place your cursor on a line right click and select New Line To delete a line or a record press Ctrl D or click the Delete icon Both of these functions can also be accessed from the menu bar by selecting Edit gt New or Delete For this exercise you will add and delete a new line in an open sales order 1 From the Activities pane click the Sales Orders Open queue 2 Double click sales order number 101017 Selangorian Ltd 3 From the Lines FastTabs place the cursor on the column header Microsoft Official Training Materials for Microsoft Dynamics 1 27 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 Right click and select New Line 5 To delete the new line ensure that y
5. 2009 is a database system be aware that entered data is written committed directly to the database therefore no Save action is required Any entered and unposted data can be edited or deleted from the database Posted data cannot be deleted as they are considered binding financial transactions The Role Center The Role Center is the central point for all information and actions that you will be performing in Microsoft Dynamics 2009 It provides a quick overview of tasks and transactions related to your job role Furthermore Microsoft Outlook is integrated within the interface This provides flexibility in being able to work with Microsoft Dynamics 2009 and Outlook at the same time The following table shows the several buttons links and menus in the Role Center that allow you to navigate within Microsoft Dynamics NAV 2009 Name Description Actions menu Located in the menu bar It provides access to the transactions seen in the Role Center tasks and history Reports menu Provides access to reports Address bar Shows the path of your present action You can also navigate within Microsoft Dynamics NAV 2009 by clicking on the name or arrow buttons and making your selection Microsoft Click on this button to set your work date and select a Dynamics NAV language server or company button Back and Allows you to navigate the pages that you have already Forward button visited
6. Clear selected text or line Enter Expand Collapse of tree in grid Customizing Microsoft Dynamics NAV 2009 This lesson will show you how to personalize Microsoft Dynamics NAV 2009 Changing a Profile The default profile Sales Order Processor in the Role Center is for illustrative purposes only This means that it can be changed to meet the needs of a particular user To change a profile l We pe Click on Departments gt Administration gt Application Setup gt Role Tailored Client gt Lists gt Profiles Note that the default profile is set to Sales Order Processor Double click the profile that you want to use Select the check box beside Default Role Center Click OK Restart Microsoft Dynamics NAV 2009 by closing and opening it t he selected profile appears For the purpose of this course revert to the Sales Order Processor profile by following steps 1 6 1 14 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Customizing the Role Center The Role Center is like your personal home page in Microsoft Dynamics NAV Microsoft has designed a number of different role centers for users with different jobs in a company An administrator assigns you a role and he or she can customize the Role Center to ensure that it presents the information needed for your job Then you can make addit
7. Customize Allows you to customize Actions Reports the page that you button are presently viewing and the navigation pane Microsoft Official Training Materials for Microsoft Dynamics 1 7 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 Name Description Refresh button Refreshes the information in your Role Center Help button Provides access to Microsoft Dynamics NAV Help and the license information My Customers Part Provides a list of customers This list can be updated by clicking on the Action button gt Manage List My Items Part Provides a list of items that you frequently use This list can be updated by clicking on the Action button gt Manage List My Provides a list of your notifications From the Action button Notifications you have the option of viewing deleting or removing a Part notification Microsoft Integrates with Microsoft Outlook By default your mail Outlook Part calendar and tasks are shown This can be customized by clicking the actions icon Departments Click on the Departments button to access parts of the button application that are not included in your personalized menus Every user is assigned a job related profile by their administrator Your profile provides you with a Role Center and one or more menus that provide access to the tasks lists reports and documents that you need most often
8. Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Symbol Meaning Sample Expression Records Displayed Calculate before rest 30 3 10 amp lt 20 Those with number 30 or with a number from 10 through 20 the result of the calculation within the parentheses Ignore case either uppercase or lowercase allowed location Texts such as LOCATION location or Location You can also combine the various format expressions shown in the following table 5999 8100 8490 Include any records with the number 5999 or a number from the interval 8100 through 8490 1299 1400 Include records with a number less than or equal to 1299 or a number equal to 1400 or greater all numbers except 1300 through 1399 50 amp lt 100 Include records with numbers that are greater than 50 and less than 100 numbers 51 through 99 Texts containing both C and D co Texts containing co CO Co cO such as cot cope and incorporated The text CO cO Co or co must be present followed by at least one character but there can be an indefinite number of characters before and after these and case is unimportant Enter only meaningful filters For example it is possible to specify an interval that does not exist and the program cannot check this for you You must know the sorting rul
9. Navigate window 14 From the Activities pane what do the numbers on the Cues stand for Microsoft Official Training Materials for Microsoft Dynamics 1 41 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 Quick Interaction Lessons Learned Take a moment and write down three key points you have learned from this chapter 1 42 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Solutions Test Your Knowledge 1 How many employees are there in Cronus International Ltd 7 e 8 9 6 2 Who is the contact at customer 49525252 Beef House Mrs Carol Philips Mr Frank Lee e Frau Karin Fleischer Mr Barry Potter 3 What is the current balance LCY on customer 49525252 Beef House e 6 346 16 5 951 36 5 641 36 5 941 37 4 How many open invoices does customer 49525252 Beef House have 2 3 4 5 5 What is the inventory of item number 70000 e 4 202 5 202 4 402 4 204 6 What is the unit price of item number 70040 801 20 e 108 20 108 40 118 20 Microsoft Official Training Materials for Microsoft Dynamics 1 43 Your use of this content is subject to your current services agreement Introduction
10. fixed length 100 to 999 e Never use a numerical series such as 1 to 999 in code or text fields e Never use a numerical series such as 001 to 999 in code or text fields The SQL Server Option for Microsoft Dynamics NAV 2009 sorts numbers as if they were text as illustrated in the following table Numerical Sorting Text Sorting 1 1 2 10 3 100 4 2 10 3 100 4 To avoid the mentioned issues of different sorting logic in SQL follow these guidelines e Use a numerical series that has a fixed length by either specifying a numerical series that has a predefined number of digits or s tarts with a number other than zero e Manually follow the numbering principles and use a fixed number of digits The Statistics window displays an overview ofall relevant figures for central records including e Customer e Vendor e Item e Order sale purchase production To view the Statistics window of customer No 1000 The Cannon Group PLC perform the following steps 1 From the Navigation pane click Departments gt Sales amp Marketing gt Sales gt Lists gt Customers 1 32 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions 2 Double click customer number 10000 The Cannon Group PLC 3 Click Related Information gt Customer gt Statistics View Custom
11. left button and then use the right arrow if you want to move to another button Press ENTER to activate it Go to first Click the button Press CTRL HOME record Go to last Click the button Press CTRL END record Go to next Click the button Press Page Down record Go to previous Click the button Press Page Up record Keyboard Shortcuts Some actions can be performed using keyboard shortcuts shown in the following table Keyboard shortcut Action Alt Key tips on Action pane Alt A Launch Action menu Alt I Launch Related Information menu Alt M Launch MS Dyn NAV menu Alt P Launch Action pane Alt R Launch Report menu Ctrl Insert New line in a grid Ctrl Shift K Edit list Ctrl Shift L View list Ctrl Shift V View Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 Keyboard shortcut Action Ctrl Shift W Open in new window list Ctrl Shift X Exit Enter Double Click Open Ctrl A Select copy All Ctrl C Copy Ctrl E Export to Excel Ctrl F Find Navigate form Ctrl L Linked files Ctrl O Open company Ctrl P Print Ctrl V Paste Ctrl W Export to Word Ctrl X Cut Ctrl Z Undo Delete
12. server and open a company 1 Click on Microsoft Dynamics NAV button gt Select Server 2 Inthe Server name field enter the URL of the server that you want to connect Be sure that the URL follows this format servername DynamicsNAV where servername is the name of the computer on which the service is installed Microsoft Official Training Materials for Microsoft Dynamics 1 14 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 3 Click Connect 4 Inthe Companies field select the company that you want to open 5 Click OK Microsoft Dynamics NAV will access the server and open the last database you were using the next time you open it Select a Company To select or change a company 1 Click on Microsoft Dynamics NAV button gt Select Company 2 Click the drop down arrow from the Company field and select a company 3 Click OK Use Keyboard Shortcuts When you want to choose a menu item or do anything else in Microsoft Dynamics NAV 2009 you can either use the mouse or the keyboard Because it is more intuitive to use a mouse all actions in this training manual are described according to mouse usage However once you learn how it can be more efficient to use the keyboard Basic Keyboard Shortcuts The following table lists how to perform certain actions with the mouse and the keyboard menu bar toolbar or a button in the win
13. services agreement Introduction to Microsoft Dynamics NAV 2009 ERP system tied to company s business process In many cases an ERP system is configured to match a company s business process Although companies in a particular industry may share common business processes each company may have certain business processes specific only to them Accordingly an ERP system will be modified and configured to meet a company s specific requirements Job Roles and Authorization While information in the system is accessible proper authorization 1s required Access to data is often determined by one s job role and responsibilities within the organization For example an HR manager is authorized to view and modify confidential employee information such as job description salary and benefits while employees can only edit personal information In some cases authorization to access information in the system may be given from time to time For example a production supervisor may authorize a subordinate to create and release production orders on his behalf while he is away on vacation This is to ensure that data cannot be accessed by unauthorized personnel The ERP System Microsoft Dynamics NAV 2009 is a fully integrated relational database system that allows you to enter and maintain financial and other business activities in one place including e General ledger e Inventory e Sales and receivables e Purchases and payables e Resourc
14. value and in the drop down button select No Click Add Filter Click the drop down button and click Additional Columns and select Vendor No In the Enter a value field type 20000 Click Add Filter Click the drop down button and click Additional Columns and select Unit Price In the Enter a value field type 125 10 Press Enter You can always delete filters that you have used In the previous example delete the unit price filter by clicking on the delete button red X icon beside the unit price filter The information shown on your screen is now updated 1 24 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Change How Windows Display Microsoft Dynamics NAV 2009 has functionality that allows you to change how tabular windows display Any changed view is associated with the user ID and saved in the so called ZUP file on the computer so that it is present next time the user logs on NOTE Changes are overwritten if users receive an object for example a new general journal to replace the one that they modified Change Column Width Follow these steps to change the width of a column 4 From the Activities pane click the Sales Orders Open queue Place the cursor on the vertical line separating the columns No and Sell to Customer in the column header The cursor displays as a ver
15. year 122502 12 25 02 12 25 02 12 25 02 Weekday weeknumber year Fr5202 fr 52 02 fr 52 02 fr 52 02 You can also enter abbreviations for the weekday and the program will then enter the date for that weekday based on the work date as shown in the following table User Input Result m Monday tu Tuesday we Wednesday th Thursday f Friday sa Saturday su Sunday When entering a date take special note of the following e Start day of the week is Monday e Date fields will accept wrong year numbers such as 9008 1 26 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions e The work date year is added automatically if you enter day month e The work date month year is added automatically if you enter day e The program supports default Windows date ranges Enter Quantities and Amounts Quantities and amounts are entered in special number fields that have the following characteristics Number fields have a built in mathematical function so that you can enter calculations such as 13 50 2 12 The four basic mathematic operators are e plus e minus e multiply e divide Enter Codes A code is used to identify a record such as a vendor number or customer number Codes are also values that are used for the sorting of information on the screen
16. Chapter 1 Use General Functions CHAPTER 1 USE GENERAL FUNCTIONS Objectives Introduction The objectives are e Provide an overview of ERP and Microsoft Dynamics NAV 2009 e Navigate in the Role Center e Use function keys and basic keyboard shortcuts e Able to Customize Microsoft Dynamics NAV 2009 UI User Interface e Navigate and customize the List Places e Change the look of windows in the program e Enter and edit information e Obtain selected information from the program e Look up a business partner s location on a map A broad overview of ERP and its benefits are discussed The general concepts of the user interface design in Microsoft Dynamics NAV 2009 are introduced and an outline of all general functions in the program are provided including how to edit view delete and extract information New users learn how to navigate from the Role Center and Navigation panes as well as how to perform simple customizations of their windows and personal menu The lessons are structured as mostly conceptual descriptions and several listings of the basic functions No demonstrations or labs are created for this basic content however substantial test are provided to test navigation skills and knowledge of the general functions For anyone learning to use the program it is a natural first step that they know the basic functions and how to navigate between windows Users need to become familiar with navigating fro
17. Dynamics NAV 2009 e Select the Print to Excel field on the Options tab to also create an Excel document when the document it printing This is only available on the following reports o Trial Balance o Customer Item Sales o Inventory Cost and Price List o Aged Accounts Receivables o Customer Order Detail Print Preview Customer Order Summary i id aafaa of 1 Customer Order Summary 9 15 2008 11 27 AM CRONUS Intemational Ltd Page 1 CONTOSOAdministrator Outstanding Orders Customer No Name before 0130 0 02 2840 03 2840 after Total 02 270 03 270 0427 M0 01454545 New Concepts Fumiture 1 260 54 0 00 0 00 0 00 1 260 54 10000 The Cannon Group PLC 1 290 00 0 00 0 00 0 00 1 290 00 20000 Selangorian Ltd 7 481 07 0 00 0 00 0 00 7 481 07 30000 John Haddock Insurance Co 2 860 00 4 741 73 0 00 0 00 7 601 73 31987987 Candoxy Nederland BY 2 424 57 0 00 0 00 0 00 2 424 57 32789466 Lovaina Contractors 4 804 75 0 00 0 00 0 00 4 804 75 38128456 MBMA Ljubljana d o 0 307 770 03 071 820 80 0 00 41 276 448 28 42 315 8517 40000 Deerfield Graphics Company 4 142 00 0 00 0 00 0 00 4 142 00 43687129 Designstudio Gmunden 2 916 50 0 00 0 00 204 407 06 207 323 56 46897889 Englunds Kontorsm bler AB 7 299 36 0 00 0 00 0 00 7 299 36 49525252 Beef House 0 00 0 00 0 00 31 800 90 31 800 90 49633663 Autohaus Melberg KG 20 145 27 0 00 0 00 112 747 82 132 893 09 60000 Blanemark Hifi Shop 12 520 00 0 00 0 00 0 00 12 520 00 61000 Fairway
18. FlowFields have a drill down button down arrow that you can click to open a separate window such as the General Ledger Entries window showing the entries included in the calculation 1 28 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions FlowFields also have the following characteristics e The contents of a FlowField are calculated each time they are displayed This means that a FlowField is always 100 percent updated and displays the newest figures e You can limit the number of entries included in the calculation by setting FlowFilters on the field For example view the customer ledger entries of customer number 10000 the Cannon Group Ltd with the following steps 1 From the navigation pane click Customers 2 Double click customer number 10000 the Cannon Group Ltd 3 Click Related Information gt Customer gt Ledger Entries Edit Customer Ledger Entries 10000 The Cannon Group PLC E Related Information stoner Ledger Entries gt Posting Date gi asome Ledger Entry e b d a ah Peen opa Document Invoice 00 1 Posting Date Document Document Customer No Description Currency C Original Amount Due Date 1 1 2010 3 7 Pmt Discount D 1 8 2010 Reminder Fin C o Applied Entries 1 00 Opening 25 389 25 12 31 2009 Invoice 00 11 Opening Entries C
19. Send To gt Microsoft Word Use MapPoint The integration to Microsoft MapPoint provides users the possibility to look up the geographical location of customers and business partners directly from Microsoft Dynamics NAV 2009 and display it on a web based map including standard route planning information MapPoint must be set up on the Microsoft Dynamics NAV installation before it can be used from the application For information on setting up MapPoint refer to the Application Setup manual You can look up a customer s address in MapPoint The customer s address can be located directly from the Customer Card and all the other places where customer address information is shown in the program The same applies to the windows forms shown in the following table Form Form Name 5703 Location Card 21 Customer Card 26 Vendor Card 1 Company Information 1 36 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Form Form Name 76 Resource Card 88 Job Card 300 Ship to Address 370 Bank Account Card 5050 Contact Card 5200 Employee Card When MapPoint is set up a Show on Map icon shaped as a pin is visible next to the Country Region Code field of the customer contact card The Show on Map icon works in a similar way as other link icons in the program su
20. Sound 362 00 1 318 00 0 00 0 00 1 670 00 62000 The Device Shop 160 00 3 664 00 0 00 0 00 3 814 00 Total LCY 32 001 95 11 650 03 i 0 00 359 709 68 423 361 66 lt i gt FIGURE 1 8 A PRINT PREVIEW WINDOW SHOWING THE CUSTOMER ORDER SUMMARY REPORT Summary Having a general understanding of ERP is important for a user to understand its purpose Knowing how to navigate in the role center Navigation panes different windows and using the basic functions to process data are the first prerequisites for any user of Microsoft Dynamics NAV 2009 Once you have acquired this knowledge you can start to learn and use all of the program s business functionality 1 38 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Test Your Knowledge Use your acquired skills in navigating and using general features to interact with the system Thus you need access to a Microsoft Dynamics NAV 2009 VPC Virtual PC in order to answer most of the following questions 1 How many employees are there in Cronus International Ltd 7 8 9 6 2 Who is the contact at customer 49525252 Beef House Mrs Carol Philips Mr Frank Lee Frau Karin Fleischer Mr Barry Potter 3 What is the current balance LCY on customer 49525252 Beef House 6 346 16 5 951 36 5 641 36 5 941 37 4 How m
21. Vendors 57 792 45 57 792 45 57 792 45 12 31 2009 Invoice 5578 5578 10000 Opening Entries Vendors 24 080 19 24 080 19 24 080 19 12 31 2009 Invoice 5437 5437 10000 Opening Entries Vendors 72 240 56 72 240 56 0 00 gt FIGURE 1 4 VENDOR LEDGER ENTRIES WINDOW AND RELATED SORT WINDOW SHOWING CHOSEN SORTING ORDER NOTE The new sorting will be valid for all vendors until you close the Vendor Ledger Entries window If you want to view another vendor with the same sorting order you can now just browse to that vendor s card If you keep the Vendor Ledger Entry window open it will be updated accordingly 1 30 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Sorting Order Once you have chosen a sorting key the program will sort the field contents of the selected columns according to the following order 1 Numbers only without blank spaces or special characters 2 Letters only 3 Numbers and letters combined When numbers and letters are combined the field contents are checked character by character from left to right The sorting priority is as follows e Blank spaces come before characters e Letters come before numbers e Numbers come before special characters The sorting priority results in the sorted list shown in the following table Order Reason
22. add the Currency Code column to the Sales Quote pane 1 From the Activities Pane click Sales Orders Open N From the menu bar click the Customize button beside the Help button Click Choose columns Click Currency Code Click Add Click OK Scroll to the right to view the added column Sy a Adding Links to a Record Microsoft Dynamics NAV allows you to link to a document folder or web site For example you may want to link an invoice to a sales quote This provides you with the flexibility to access relevant information quickly Microsoft Official Training Materials for Microsoft Dynamics 1 19 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 Linking to a document folder or web site requires the following steps 1 From the Activities pane click Sales Orders Open Check that the Links Factbox is displayed If not follow steps 2 7 2 From the menu bar click the Customize button beside the Help button Click Customize this Page Click Factboxes Click Links from the Available Factboxes Click Add Click OK Double click on sales order 101017 From the Links Factbox click the actions button lightning symbol 10 Click New 11 In the link address field type http www microsoft com 12 In the description field type Microsoft 13 Click Save Oe a e a Note that in the Links FactBox the link you have just
23. any open invoices does customer 49525252 Beef House have 2 3 4 5 5 What is the inventory of item number 70000 4 202 5 202 4 402 4 204 6 What is the unit price of item number 70040 801 20 108 20 108 40 118 20 Microsoft Official Training Materials for Microsoft Dynamics 1 39 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 7 What happens when you type the letter in a date field 8 What keys do you press to delete a customer F8 F6 Ctrl D F2 9 What happens when you type the letter w in a date field 10 What would will the following filter expression display 1100 2100 Records 1100 through 2100 are displayed Records 1100 and 2100 are displayed Records 1100 through 2100 are not be displayed Records 1100 and 2100 are not be displayed 11 From what type of field can you drill down to related entries Calculation field FlowField Amount field Quantity field 1 40 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions 12 Which three filter types are available in Microsoft Dynamics NAV 2009 Select all that apply Table filter Form filter Field filter FlowFilter 13 Outline the purpose of the
24. ch as the e mail icon that sends an e mail message through Outlook and the phone icon that makes a phone call When you click on the icon a small request form with five display options appears where you select how to show the map Once the MapPoint map opens showing the address on the map you can use several standard tools for that web based map such as route planner Print Reports and Documents Microsoft Dynamics NAV 2009 contains a number of standard reports relating to business processes For each application area all relevant reports are placed in the respective Reports menu folder in the navigation pane When you have selected a report a card window called a report request form opens Here you can specify which information the report must include and how it must be included Report request forms typically have two tabs On the first tab which is named after the table that provides the information you can set filters to define which field information to include The second tab the Options tab has varying setup fields with relevant options to define how the report must be created When you have defined the report contents you can process it in the following ways e Click Preview to view it a Print Preview window e Click Print to send it to your printer Microsoft Official Training Materials for Microsoft Dynamics 1 37 Your use of this content is subject to your current services agreement Introduction to Microsoft
25. ck she runs the risk of not meeting the order and more importantly losing a customer ERP systems do not suffer from this limitation because all information is found in one common database For example even though a warehouse supervisor enters information into the system using the warehousing module that information is visible across the enterprise Thus when a sales representative takes an order from a customer all information required to fulfill that order will be readily available for example customer credit history inventory levels shipping availability MANUFACTURING PURCHASING DISTRIBUTION ERP E SALES amp database FINANCE MARKETING Sales Representative HUMAN RESOURCES WAREHOUSING Warehouse Manager FIGURE 1 2 AN ERP SYSTEM Real Time Another factor is that information entered in a legacy system may not be in real time This means that records may only be updated at certain intervals during a period hour day week or month usually done as a batch job The advantage of an ERP system is that once data is entered into the system it becomes instantly available with no waiting time The disadvantage is that incorrectly entered data will be seen as well Users must be cautious when entering data into the system It is critical that only correct data reside within an ERP system Microsoft Official Training Materials for Microsoft Dynamics 1 3 Your use of this content is subject to your current
26. created is displayed Using Filters Use field filters and table filters to have a window display only certain accounts customers entries or other records FlowFilters are used to limit the contents of fields that display amounts or quantities You can set a filter by specifying criteria for one or for several fields in a table The program then tests all records and only records that match the criteria pass through the filter If criteria are specified for several fields at the same time records must match all criteria to pass through the filter Note that Field and table filters are window dependent If you set a filter on a table in a window and then see the same table in a different window the filter is not in effect there On the other hand the filter will remain in effect in the window where you set it until you remove it Filters remain in effect until you remove them or replace them with new ones To remove a filter click View Show All on the menu bar The following features are available to extract information from the program e Drill down from a calculated quantity or amount displayed in FlowFields to open another window showing the individual entries that make up the calculated value 1 20 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Filters to limit the scope of the information that app
27. dow Goal Mouse Keyboard Select field Double click field Use the Tab or arrow keys to move the contents or drag mouse over cursor to the field you want The contents field will be highlighted Execute a Select the text and Select the text If the function is on the function on activate the menu bar press F10 or ALT and then selected field function by press the underlined letter in the menu contents clicking it on the name Use the arrow keys to select the menu item If the function is a button in the window use the arrow keys or CTRL the down arrow to get to the row of buttons and then use the arrow keys to move between buttons Press ENTER to activate the selected button or menu item Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Goal Mouse Keyboard Enter contents Click where you Move the cursor to the field using in an empty want to type type ENTER TAB and or the arrow keys and field and then click then start typing Press ENTER to save outside the field to save what you have entered Leave menu bar Click outside the Press ALT or ESC menu bar Choose button Click the button Press ALT and then the underlined letter in the window you want to on the button Or press the arrow keys or activate CTRL the down arrow to move to the first
28. e such as e Posted Documents the Posted Documents menu contains the posted documents that are most often used by your user role e Other Your Navigation Pane may also contain other custom made menus that have been made especially for your user role You can rearrange the order of items in a menu add or remove menu items and create a new menu Activities Part Shows the default activities that a person can perform which are based on their job role For example the activities that can be performed include creating a new sales order and creating a new sales quote or credit memo Status Bar Located at the bottom of the user interface It shows the company name date and user Navigate View a summary of the number and type of entries with the same document number or posting date You can also use this feature to find the documents and entries where certain lot and serial numbers are used This feature is useful when you need to find the ledger entries that resulted from certain transactions When searching by document numbers you can print out the summary from the Document Entries report Navigating in the user interface UI is straightforward Simply click on an icon to access it Options available include entering or updating data using filters and accessing other relevant transactions Microsoft Official Training Materials for Microsoft Dynamics 1 9 Your use of this content is subject to your cu
29. eakers WHITE 4 PCS a i td a Invoicing 10000 1m 8D 2 20 2010 Notes Shipping B27 4KT 1 20 2010 Partial Click here to create a new note E Commerce Foreign Trade Prepayment o 2 20 2010 FIGURE 1 7 INFORMATION PANE OPENED FROM A SALES ORDER Microsoft Official Training Materials for Microsoft Dynamics 1 35 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 The Customer Sales History Factbox lists all open and posted documents for the customer in question organized by document types such as quotes blanket orders posted credit memos and so on Some windows in the program represent business documents that will be sent to customers business partners and internal staff Examples are e Order confirmations from sales orders e Quotes from sales and purchase quotes e Work order from sales orders e Job cards picking lists from production orders For more information on how to import a picture as your company logo refer to the Installation amp Setup Guide user manual Another way to extract information from the system is to send it to Word Excel and other Office products for further processing or presentation For example to view all open sales orders perform the following steps 1 Click on Role Center 2 From the Activities pane click the Sales Orders Open Queue 3 From the menu bar click Actions gt
30. ears in a window or report with one of these three filter types o Field o Table o Flow Sorting to organize information in a way that makes it easier to analyze Statistics to see a summary of relevant figures for each record and drill into details The Navigate window to find view and print all related database records from one place Information Pane for quick links to sales related information Reports to view and print filtered information with a variety of standard reports for typical business needs Integration to Microsoft Office products to manage information in Word Excel or another product Entering Criteria in Filters When you enter criteria you can use all the numbers and letters that you can normally use in the field In addition you can use some special symbols or mathematical expressions The following table shows the available formats Symbol Meaning Sample Expression Records Displayed Equal to 377 Number 377 BLUE Those with the BLUE code for example the BLUE warehouse code 22 A datetime from 22 current month current year 0 00 00 to 22 current month current year 22 59 59 22 10 An exact datetime 22 01 01 10 00 00 Interval 1100 2100 Numbers 1100 through 2100 2500 Up to and including 2500 12 31 00 Dates up to and including 12 31 00 P8 Information for accounting period 8 and thereafter Microsoft Official Training Materials for Mic
31. em or vendor for example may be shown This helps you to make solid business decisions in a timely manner For example on the Customers list place you can use the Customer Sales History FactBox to get a quick overview of a customer s sales statistics without opening the customer card The FactBox includes a count and links to sales orders quotes invoices and so on so you can drill down to the document you need 1 18 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Customize List Page Similar to the Role Center the List Places can be customized to show information that is relevant to you Use the following procedure to add a Factbox to an existing sales order 1 From the Activities Pane click Sales Orders Open Note the default Factbox panes Customer Statistics Bill to Customer Customer Details Notes 2 Double click sales order 101017 Note that the default Factbox panes are different Customer Sales History Links Notes 3 From the menu bar click the Customize button beside the Help button Click Customize this Page Click Factboxes Click Approval from the Available Factboxes Click Add Click OK De De The Approval Factbox is now added to the Factbox pane Adding Columns to List Places You can also add more information in the List Places Follow these steps to
32. er Statistics 10000 The Cannon Group PLC g Actions 10000 The Cannon Group PLC General a Balance LCY E Hi Outstanding Invoices LCY 0 00 Outstanding Orders LCY 1 612 50 Total LCY 170 502 41 Shipped Not Invd LCY 525 50 Credit Limit LCY 0 00 Outstanding Serv Orders LCY 6 63 Serv Shipped Not Invoiced LCY 0 00 Overdue Amounts LCY as 292 84 Sales v Close FIGURE 1 5 CUSTOMER STATISTICS WINDOW The calculated information in the statistics windows is constantly updated based on entry postings for the record in question You cannot edit information in statistics windows You can view which entries were included in a calculated figure by clicking the drill down button to the right of the field contents This will open the posted entries document for further analysis For example click in the Balance LCY field to open the Customer Ledger Entries window and view entries that make up the calculated balance NOTE Leave the Customer Ledger Entrieswindow open because it will be used to illustrate the Navigate window in the use the Navigate Window topic The Navigate window is designed to help you analyze business figures across the whole database The window is available from all tabular windows showing posted entries It is also available directly from the History menu folder for every application area Navigate can be used as a context sensitive search meaning tha
33. es e Manufacturing As such it is categorized as an enterprise resource planning ERP system The business functionality is displayed in a graphical user interface that provides the following benefits e All work on the screen is done in windows e Many windows can be open at the same time e One key stroke or mouse click can choose select and execute various functions The application s general functions allow you to e Organize daily routines 1 4 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions e Locate information quickly e Manage business information Getting Help The following types of documentation are offered with Microsoft Dynamics NAV 2009 e Online Help e User manuals e Training material e Technical white papers Online Help You can access online Help directly from the application by pressing F1 for any selected field and then clicking the Help button in windows Online Help is context sensitive and as such mainly provides specific functionality information rather than the broad overviews provided in the other types of documentation The main window of the Help system has tabs for Contents Index Search and Favorites The Contents tab brings up a table of contents for all topics and includes subfolders for every application area Within each application area is help available t
34. es followed by this program to enter meaningful filters Locating a Sales Order using Filters In a live ERP system your database will have thousands of entries Being able to filter through this data is important so that you can proceed with your work This exercise shows a sales order using a simple filter From the Activities pane click Sales Orders Open Click the drop down arrow beside the No field 3 Click Sell to Customer Name Note that the field name changes from No to Sell to Customer Name 4 Type Fairway Sound in the filter field and press Enter Microsoft Official Training Materials for Microsoft Dynamics 1 23 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 OS ON Double click on sales order to view its details Click ESC to close Delete Fairway Sound in the filter field to clear the filter Press Enter to see the total list For more complex filtering requirements you can choose multiple filtering criteria In this exercise you will find items with the following characteristics no bill of materials no adjusted cost vendor no 2000 and with a unit price of 125 10 er ON Sins et E a 10 11 12 13 14 From the Navigation pane click Items In the Where field select Bill of Materials Click Select a value and in the drop down button select No Click Add Filter Select Cost is Adjusted Click Select a
35. formation pane to the right of the header and lines sections e Sales order e Sales quote e Sales invoice All sales relevant information about the customer on the document header and the item on the document lines can be easily extracted by clicking the different links on the FactBoxes Edit Sales Order 2001 The Cannon Group PLC actions E Related Information amp 28 A Post and Print E re 2001 The Cannon Group PLC General Customer Sales History S No i Document Date 1 20 2010 Customer No ee Quotes Sel to Customer No 10000 Requested Delivery Date KE Sel to Contact No cTooo001 Promised Delivery Date Orders ae Invoices Sell to Customer Name The Cannon Group PLC te No jell to Customer Name e Cannon Group Quote No Kar odad Sell to Address 192 Market Square External Document No Credit Memos Pstd Shipments Sell to Address 2 Salesperson Code Pstd Invoices Sell to Post Code B27 4KT Campaign No Pstd Return Receipts Sell to City Birmingham Opportunity No Pstd Credit Memos Sell to Contact Mr Andy Teal Responsibility Center BIRMINGHAM Links No of Archived Versions o Assigned User ID Link Address Description Posting Date 1 20 2010 Status Open Order Date 1 20 2010 Lines a a Type No Description Location C Quantity Reserved Qua Unit of Mea Item LS MAN 10 Manual for Loudsp
36. ick the link to view the information To return to the home page click Home the Role Center button or the back button Customizing My Customers Pane You can add information in the My Customers pane 1 From the My Customers pane click the Actions button thunderbolt icon Click Manage Lists 3 Click the drop down arrow below customer No and select Spotsmeyer s Furnishings 4 Click OK 5 From the My Customers pane double click on Spotsmeyer s Furnishings to view and edit the pane 6 Click ESC to close This procedure is also applicable for the My Items pane My Notifications Actions that need your attention will appear in the My Notifications pane Otherwise this pane will be empty If you have notifications you can view delete and remove a notification using the Actions button in the My Notification pane Removing a Pane You may find that there is too much information in your home page Microsoft Dynamics NAV 2009 allows you to remove a pane for example Activities My Customers and My Items so you can tailor the information that you want to see In this exercise you will remove the My Notifications pane 1 From My Notifications pane click the Actions button thunderbolt icon You may move your cursor beside the expand collapse button to view it 2 Click Remove Microsoft Official Training Materials for Microsoft Dynamics 1 17 Your use of this content is subject to your current services agreeme
37. ields by entering t which stands for today s date The program will only remember the work date for as long as you have the company open If you open a different company or when you open the company again the next day you will have to set the work date again if you still need to use one that is not the system date Select a Language If other languages are installed you can change the application language To select a language 1 Click on Microsoft Dynamics NAV button gt Select Language 1 10 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions 2 Click the drop down button and select another language if any 3 Click OK About Multilingual Functionality Microsoft Dynamics NAV is multilingual enabled This means that a localized version of Microsoft Dynamics NAV can present itself in different languages It is possible for the user to change the language that is used to display texts and the change is immediate There is no need to stop and restart Microsoft Dynamics NAV Do not confuse the multilingual capability with localized versions A localized version of Microsoft Dynamics NAV is one that has been adapted to a local market This means that all texts presented to the user have been translated into the local language but it also means that functional areas have been adapted to the requirements of
38. ional adjustments to make the UI fit your work habits You can make the following changes in your Role Center e Customize the Navigation Pane e Customize the Action Pane e Customize the FactBox Pane e Add or Remove Panes e Customize Fast Tabs Customizing the Navigation Pane The navigation pane contains one or more menus that have been defined based on your role The menus in the navigation pane contain links to lists You access task pages reports and documents from the lists Adding and Arranging a Navigation Pane Button 1 On the menu bar click the Customize button 2 Click Customize Navigation Pane 3 Click New 4 Inthe Name field enter Favorites 5 Select an icon from the list 6 Click OK 7 Click the Move Down button 8 Click OK 9 Restart the program by clicking Yes Note that you cannot rename move or remove the Home and Departments buttons Removing a Navigation Pane Button 1 On the menu bar click the Customize button 2 Click Customize Navigation Pane 3 Click the Favorites icon Microsoft Official Training Materials for Microsoft Dynamics 1 15 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 4 Click the Remove button 5 Click OK 6 Restart the program by clicking Yes Restoring Defaults If you wish to have the default settings back perform the following steps 1 On the menu bar click the Cus
39. lowing elements e Microsoft Windows e Passwords e Granules e UI Access e Objects e Database behavior Microsoft Windows Microsoft Dynamics NAV 2009 works within Microsoft Windows Windows Vista Windows XP or Microsoft SQL Server All Windows functionality and characteristics are present in Microsoft Dynamics NAV 2009 Passwords Passwords are case sensitive in Microsoft Dynamics NAV 2009 while user IDs are not Contact the system administrator in case of a forgotten user ID or password Granules Application areas are the submenus found on the navigation pane such as Financial Management or Manufacturing The individual application areas consist of even smaller units called granules The available granules depend on the license agreement and the access rights 1 6 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement UI Access Chapter 1 Use General Functions UI objects for displaying information are granule specific and granule dependent Users therefore have different access to the UI and this will define their interaction with the system when they input and output information Objects The application areas and granules are constructed of small independent units called objects This structure makes it possible to change an individual object without affecting the others Database Behavior Because Microsoft Dynamics NAV
40. m the Role Center and Navigation panes in addition to how to perform simple customizations of their windows and personal menus For anyone learning to use Microsoft Dynamics NAV 2009 it is a natural first step to learn the basic functions and how to navigate between windows to make the processes within the ERP system smoother Microsoft Official Training Materials for Microsoft Dynamics 1 1 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 Overview What is ERP The main objective of Enterprise Resource Planning or ERP is to integrate all departments and functions across a company into a single system by using a common database the value of which is to be able to have only one correct set of data One of the challenges that companies face is access to timely and correct information which is critical in making appropriate business decisions In many cases corporate information is located in several databases For example records about inventory levels may be found in one database while customer information may be found in its own separate database Furthermore these databases may be island systems operating independently from each other and having no integration with other databases Sales amp Customer Warehouse data Production Data Data examples examples examples e Physical location e Number of items e Open sales of items to be produced
41. nt Introduction to Microsoft Dynamics NAV 2009 The List Places List places are pages that contain a list plus additional information related to the list The list may be filtered click the Expand arrow in the filter pane to view the filter details If you double click a line on the list the entity will open in the default mode Edit View or New that has been set up for you Depending on the rights that you have been granted you may be able to open the entity in another mode from the Actions menu Components of the UI User Interface Similar to the Role Center the List Places has several buttons links and menus shown in the following table that allow you to navigate within Microsoft Dynamics NAV 2009 Name Description Action Pane Just below the menu bar this pane presents your most used tasks and menu items where you can access them with one click instead of having to look through menus to find them Note that the actions that are available depend on the transaction that you are using The Action Pane is divided into several groups New Process and Reports Filter Pane Allows you to view and sort information based on the criteria that you have selected Factbox FactBoxes on list places and task pages provide you with additional information This means that you can quickly find related information depending on the transaction that you are viewing Information about an order customer invoice it
42. nt Number The Navigate window can also be used as a generic search tool To see entries with a different document number enter the document number at the top of the Navigate window and click Find If you search with only the Posting Date field leaving the Document No field blank all the entries from the date entered will appear regardless of document number Likewise if the Posting Date field is blank all entries with the selected document number will appear regardless of the posting date 1 34 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions Search by External Document Numbers If you do not know the internal document number click the External tab In the Business Contact Type field select Vendor Enter the vendor number in the Business Contact No field and or the vendor s document number in the Document No field Then click Find to have the program find the entries Open the Navigate window from ledger entry windows and windows containing posted shipments and receipts or from all the History menu folders in the navigation pane You can use it to find all entries posted with the same date and or document number The document number may be either a number assigned in a general journal or the number of an invoice or credit memo Use the Information Pane The following central sales documents have an in
43. o assist you with procedures and provide information on tables and reports User Manuals User manuals are delivered with the product on the product CD They only cover the technical aspects such as installation and system configuration No user manuals exist for application areas User manuals are intended to familiarize the novice with the software in the following ways e Specific instructions on setup and initial usage e Reference for when the user is uncertain about what to do in Microsoft Dynamics NAV 2009 For application areas such as Finance and Inventory the training manuals can be used as reference guides Microsoft Official Training Materials for Microsoft Dynamics 1 5 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 Training Material An extensive offering of training materials for application as well as technology is available for partners and customers on dedicated download centers or through instructor led training sessions organized by Microsoft Solutions Learning Centers Training offerings include e Training manuals e E Learning e Certification exams Technical White Papers Technical white papers are intended mainly for expert audiences among Microsoft partner staff and serve to explain selected product subjects of particular importance or complexity Things to Note Before you begin to use the program take special note of the fol
44. orders e Actual stock e Number of items e Confirmed sales count already orders e Number of items produced e Customer on hold e Capacity information pending quality inspection FIGURE 1 1 ISLAND SYSTEMS As shown in the diagram Island Systems information about warehousing production sales and customer data are found in several databases across the enterprise Because this information is not shared this makes extracting relevant information difficult For example John a customer who usually buys on credit wants to triple his standard order and it must be delivered within the month Jane the sales representative needs to verify the following to ensure she can comply with the order e Authorization whether the sales representative needs her manager s approval to approve the order e Credit limit how much the customer can order from the company based solely on credit Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions e Inventory levels production levels and forecasts if there is enough stock to comply with the order e Shipping if the items can be delivered on time If the sales representative is unable to get this information in a timely manner she may be unable to close the sale Alternatively if she agrees to complete this order without performing the necessary background che
45. our cursor is placed on the new line that you have just created 6 Right click and select delete line 7 Click Yes Extract Information There are several features in the program that help you gather the information you need whether the purpose is to analyze it within the program or to extract it to another program or as a printout The following features are available to extract information from the program e Drill down from a calculated quantity or amount displayed in FlowFields to open another window showing the individual entries that make up the calculated value e Filters to limit the scope of the information that appears in a window or report with one of these three filter types o Field o Table o FlowFilter e Sorting to organize information in a way that makes it easier to analyze e Statistics to view a summary of relevant figures for each record and drill into details e The Navigate window to find view and print all related database records from one place e Information Pane for quick links to sales related information e Reports to view and print filtered information with a variety of standard reports for typical business needs e Integration to Microsoft Office products to manage information in Word Excel or another product Fields that display amounts and quantities calculated by the program are called FlowFields An example of a FlowField is the Balance field for G L accounts All
46. rosoft Dynamics 1 21 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 Symbol Meaning Sample Expression Records Displayed 23 From the beginning of time until 23 current month current year 23 59 59 23 From 23 current month current year 0 00 00 until the end of time 22 23 From 22 current month current year 0 00 00 until 23 current month current year 23 59 59 Either or 1200 1300 Those with number 1200 or 1300 amp And lt 2000 amp 1000 Numbers that are less than 2000 and greater than 1000 The ampersand amp cannot be used by itself with numbers because no record can have two numbers lt gt Not equal to lt 0 All numbers except 0 The SQL Server Option allows you to combine this symbol with a wild card expression For example lt A meaning not equal to any texts that start with A gt Greater than 1200 Numbers greater than 1200 gt Greater than 1200 Numbers greater than or equal to or equal to 1200 lt Less than lt 1200 Numbers less than 1200 lt Less than or lt 1200 Numbers less than or equal to equal to 1200 An Co Texts that contain Co indefinite number of unknown characters Co Texts that end with Co Co Texts that begin with Co One Hans n Texts such as Hansen or Hanson unknown character 1 22 Microsoft Official Training Materials for
47. rrent services agreement Introduction to Microsoft Dynamics NAV 2009 Setting the Work Date Microsoft Dynamics NAV uses the system date as the default work date However you may occasionally need to change the work date temporarily for example if you have many transactions to complete for a date that is not the system date To change the work date 1 Click on Microsoft Dynamics NAV button gt Set Work date 2 Inthe Work Date field enter the work date that you want to use Alternatively you can change the work date using this approach 1 Click on Microsoft Dynamics NAV button gt Set Work Date In the Work Date field click on the drop down arrow 3 To change the year click on the year currently shown for example 2010 4 Select a year from the list or click on the forward or backward arrows to find a particular year 5 To change the month click on the month currently shown for example September or click on the forward or backward arrows to move from one year to the next 6 Click on a month for example January Select a date for example 1 8 Click OK You can also open the Set Work Date window by clicking the date in the status bar at the bottom of the program window Regardless of whether the work date comes from the system or is one you have set up you can quickly enter it in all date fields by entering w If you have defined a work date you can still insert the system date in date f
48. t it will contain the information of the line for which it is opened Use the following procedure to view the Customer Ledger Entries window for Customer No 10000 The Cannon Group PLC using Navigate 1 From the Navigate pane click Customers 2 Double click Customer No 10000 The Cannon Group PLC 3 Click Related Information gt Customer Ledger Entries Microsoft Official Training Materials for Microsoft Dynamics 1 33 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 4 Click Navigate Edit Navigate General Document No 00 1 Posting Date 12 31 09 Source Document Type Invoice Source Type Customer Source No 10000 Source Name The Cannon Group PLC Document Entry Table Name No of Rec G L Entry Cust Ledger Entry Detailed Cust Ledg Entry General External Item Tr FIGURE 1 6 THE NAVIGATE WINDOW SHOWING WHICH TRANSACTION ENTRIES RELATE TO ONE CUSTOMER LEDGER ENTRY The Navigate results show the first customer ledger entry for customer 10000 The top and middle sections display information about the selected transaction namely the first sales invoice for customer 10000 on 12 31 09 The lines at the bottom show which and how many entries exist for the transaction You can drill further into these results by selecting a line and clicking Show to view the actual entries Search by Docume
49. the local market A multilingual version of Microsoft Dynamics NAV is a localized version that you can run in different languages while all other local adaptations remain the same For example you can run the Swiss version of Microsoft Dynamics NAV in German French and Italian but it is still a Swiss version of Microsoft Dynamics NAV in all other aspects It is not the same as say a French version of Microsoft Dynamics NAV Be aware of the distinction between changing the language of Microsoft Dynamics NAV and changing the language of the data stored in Microsoft Dynamics NAV You can address the first issue by enabling the multilingual features These features make it possible for the user to change the language of all the texts displayed by the application in captions for text boxes on command buttons in menus and so on Changing the texts that are stored as application data is not part of the multilingual capability this is an application design issue Examples of such texts are the names of items in the inventory or the comments for a customer In other words these types of texts are not translated Select a Server In Microsoft Dynamics NAV you may have to change the company that you are working with from time to time The companies that you work with can be stored in the same database or in different databases If the company is stored in a different database you must select the server before opening the company To select a
50. tical line with an arrow through it Hold the mouse button and drag the column separator to the desired width Release the mouse button when satisfied with the width Microsoft Dynamics NAV 2009 allows you to add and move columns in order to make the information relevant a ee ee From the Activities pane click the Sales Orders Open queue Place the cursor on the column header Right click and select Choose Columns In the Available columns list click on Bill to Customer No Click Add Click Move Up five times Click OK The Bill to Customer No Column has been added and moved beside the Sell to Customer column Microsoft Official Training Materials for Microsoft Dynamics 1 25 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics NAV 2009 Enter and Edit Information When you enter information into fields Microsoft Dynamics NAV 2009 provides the format for the type of information you enter in the following types of fields e Date fields only accept date parameters e Number fields only accept numbers e Text fields accept information in any format Enter Dates Microsoft Dynamics NAV 2009 is flexible in how you enter dates The following table shows valid entries in a date field User Input Result Ww Work date entered in Tools gt Work Date t Today s date c Closing date Number of the day in the current work month Month day
51. to Microsoft Dynamics NAV 2009 7 What happens when you type the letter in a date field MODEL ANSWER The field is populated with today s date 8 What keys do you press to delete a customer F8 F6 e Ctrl D F2 9 What happens when you type the letter w in a date field MODEL ANSWER The field is populated with the specified work date 10 What would will the following filter expression display 1100 2100 Records 1100 through 2100 are displayed Records 1100 and 2100 are displayed Records 1100 through 2100 are not be displayed Records 1100 and 2100 are not be displayed 11 From what type of field can you drill down to related entries Calculation field e FlowField Amount field Quantity field 12 Which three filter types are available in Microsoft Dynamics NAV 2009 Select all that apply V Table filter Form filter V Field filter V FlowFilter 13 Outline the purpose of the Navigate window MODEL ANSWER It is a context sensitive search tool designed to that helps users analyze business figures across the whole database 14 From the Activities pane what do the numbers on the Cues stand for MODEL ANSWER It They represents the number of documents you have in the stack 1 44 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement
52. tomize button 2 Click Customize Navigation Pane 3 Click Restore Defaults 4 Click OK 5 Restart the program by clicking Yes Customizing This Page Functionality The Customizing This Page functionality allows a user to add or remove information shown in the Role Center On the menu bar click the Customize button Click Customize This Page Check that Chart Part is highlighted Click Add Check that Blank Chart is highlighted Click Customize Part In the Available charts list select SO per Location Click OK The selected information appears in the Role Center SO OO Sl OY ee oS Adding a Link to a Menu in the Navigation Pane There may be situations where you will be asked to perform other functions outside of your job role For example you may need to fill in for a colleague who is sick or on vacation For this exercise you will add a link for the released production order On the menu bar click the Customize button Click Customize Navigation Pane Click Add From the Available Lists click the plus sign beside Manufacturing gt Execution Select Released Prod Orders Click OK Click OK To restart the program click Yes Pe ae CO Dc 1 16 Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Chapter 1 Use General Functions The Released Production Orders link appears in the Navigation Pane You can cl
53. ustomers 12 31 2009 Invoice 00 16 Opening Entries Customers 33 852 35 12 31 2003 Invoice 00 3 Opening Entries Customers 50 778 50 12 31 2003 Invoice 00 6 Opening Entries Customers 67 704 67 12 31 2003 Invoice 00 9 Opening Entries Customers 50 778 50 1 10 2010 Invoice 103005 Order 101001 8 269 04 1 17 2010 Credit Memo 104001 Credit Memo 104001 292 84 1 17 2010 Payment 2596 Payment 2010 25 389 25 1 17 2010 Payment 2596 Payment 2010 50 778 50 1 17 2010 Payment 2596 Payment 2010 67 704 67 1 25 2010 Invoice 103001 Invoice 103001 8 182 35 FIGURE 1 3 CUSTOMER LEDGER ENTRIES WINDOW OPENED FROM THE BALANCE LCY FLOWFIELD Sort Information The sorting functionality in Microsoft Dynamics NAV 2009 helps simplify getting an overview of information For example if you have a large number of customer ledger entries you can choose to order them by e Entry number only e Customer number first then by posting date e Document type first then by document number e Document number first then by customer number The sorting options are predefined and there are many for each table in the program Each sorting option or combination of sorting options is called a key You can see all the keys for a window by clicking the drop down arrow beside the Sorting field Microsoft Official Training Materials for Microsoft Dynamics 1 29 Your use of this content is subject to your current services agreement Introduction to Microsoft Dynamics
Download Pdf Manuals
Related Search