The goal for completing this course is to enable students to identify, describe, and use application setup features within: • RIM toolkit • Number series • Journal templates and batches • Posting groups • Dimensions • Database logins, including roles and permissions • Navigation Pane Designer • Document approvals

This course is intended for NAV partner staff and administrators/super users who are responsible for implementing and maintaining application setup data in NAV installations.

This two-day instructor-led course provides students with the knowledge and skills to initiate a new NAV company with the Rapid Implementation Methodology toolkit and to set up selected cross-application rules and data.

• Introduction to Microsoft Dynamics NAV 5.0 course • Knowledge of basic accounting principles and ERP user roles

Course Outline
Introduction

Lesson

• Structure of the Application Setup in Microsoft Dynamics NAV 5.0 training course


Chapter 1: Set up a Company with the RIM Toolkit

Lessons

• Manual Setup versus RIM

• Overview of the Rim Toolkit

• Using the RIM Toolkit

• Demonstration – Create a Setup Questionnaire

• Demonstration - Initialize a New Company Based on the Setup Questionnaire

• Demonstration - Use Data Templates

• Demonstration - Migrate Data


Lab

• Lab 1.1 - Create a Setup Questionnaire

• Lab 1.2 - Import and Apply a Setup Questionnaire

• Lab 1.3 - Create a New Contact Data Template

• Lab 1.4 - Create and Export the Vendor Data Migration File

• Lab 1.5 - Complete the Migration of Vendor Data


The goal of completing this chapter is to enable students to:

• Explain the dependencies between RIM and manual setup work.

• Introduce the different components and processes of the RIM toolkit.

• Explain and demonstrate all tasks in a RIM process.

• Create a setup questionnaire.

• Initialize a new company with a setup questionnaire.

• Create data templates.

• Migrate data.


Chapter 2: Set up Number Series

Lessons

• Number Series


Lab

• Lab 2.1 – Create a Number Series


The goal of completing this chapter is to enable students to:

• Explain the purpose of company-wide number series.

• Set up number series.

• Create number series relations.


Chapter 3: Set up Journal Templates and Batches

Lessons

• Overview

• Create Journal Templates and Batches


Lab

• Lab 2.1 – Create a Number Series

• Explain the purpose and organization of journal templates and journal batches.

• Create general journal templates and general journal batches.


Chapter 4: Set up Posting Groups

Lessons

• Specific Posting Groups

• General Posting Groups

• General Posting Setup

• VAT Posting Groups

• VAT Posting Setup

• Additional VAT Posting Setup

• Determine Posting Groups

• Demonstration - Post and Review a Sales Transaction


Lab

• Lab 4.1 - Set up an Inventory Posting Group

• Lab 4.2 - Create a Product Posting Group

• Lab 4.3 - Copy a General Posting Setup Line

• Lab 4.4 - Create a VAT Posting Group

• Lab 4.5 - Copy a VAT Posting Setup


The goal of completing this chapter is to enable students 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.

• Review additional VAT posting setup.

• Review posting setups based on the chart of accounts.

• Demonstrate how posting groups direct a sales transaction.


Chapter 5: Set up Dimensions

Lessons

• Dimensions and Dimension Values

• Dimension Types

• Dimension Combinations

• Default Dimensions

• Default Dimension Priority

• Demonstration - Work with Default Dimension Priorities


Lab

• Lab 5.1 - Set up a Dimension with Dimension Values

• Lab 5.2 - Set up a Dimension Combination

• Lab 5.3 - Assign Default Dimensions to a Single Account

• Lab 5.4 - Assign Default Dimensions to Multiple Accounts

• Lab 5.5 - Assign Vendor Account Type Default Dimensions


The goal of completing this chapter is to enable students to:

• Explain and set up dimensions and dimension values.

• Explain the different dimensions types: Global, Shortcut, and Budget.

• Explain and demonstrate how dimension combinations are set up.

• Explain and demonstrate the three levels of default dimensions, including single, multiple, and account type.

• Explain the purpose of default dimension priorities.

• Demonstrate the use of default dimension priorities in general journals.


Chapter 6: Manage User Rights

Lessons

• Authentication

• Logins, Roles, and Permissions

• Demonstration - Assign the SUPER Role to a Super user

• Demonstration - Create a New Role

• Demonstration - Apply Security Filters in the SQL Server Option

• User-specific Setup

• Active Directory Security


The goal of completing this chapter is to enable students to:

• Explain how authentication works in Microsoft Dynamics NAV.

• Distinguish database logins from Windows logins.

• Explain the concepts of roles and permissions.

• Assign a role to a database user.

• Assign a role to a Windows user.

• Create a new role and give permissions to it.

• Apply security filters in the SQL Server Option.

• Perform user-specific setup.

• Use Active Directory with Microsoft Dynamics NAV.


Chapter 7: Customize the Navigation Pane

Lessons

• Overview

• Design a Navigation Pane

• Demonstration - Create a New MenuSuite

• Export a MenuSuite

• Upgrade Considerations


The goal of completing this chapter is to enable students to:

• Outline basic concepts and features of the navigation pane.

• Create and edit menus with the Navigation Pane Designer.

• Assign menus to users.

• Create a new menu suite.

• Explain what is exported from a menu suite.

• Explain how upgrades affect new menus.


Chapter 8: Approve Documents

Lessons

• Set up Document Approvals

• Demonstration - Set Up Approval Users in a Hierarchy

• Set up the Notification System

• Send Overdue Notifications

• Delegating Substitute Approvers


Lab

• Lab 8.1 - Set Up Document Approvals


The goal of completing this chapter is to enable students to:

• Set up the general features of the document approval system.

• Set up approval templates.

• Set up approval users in a hierarchy.

• Set up the notification system for approvals.

• Manage overdue notifications.

• Maintain substitute approvers.