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80435: Application Setup in Microsoft Dynamics NAV 2013

Course Objectives

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.

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 Outline

Module 1: Set Up a Company by Using RapidStart Services
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
Module 2: Manage User Rights and Profiles
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
Module 3: Set Up Number Series
Number Series
Lab : Create a Number Series
Module 4: Set Up Trail Codes
Source Code and Reason Codes
Navigate the Audit Trail
Module 5: Set Up General Journals Templates and Batches
Journal Templates, Batches, and Lines
Create Journal Templates and Batches
Lab : Create a Journal Batch
Module 6: Set Up Posting Groups
Specific Posting Groups
General Posting Groups
General Posting Setup
VAT Posting Groups
VAT Posting Setup
Best Practices
Post and Review a Sales Transaction
Lab : Set Up and Assign a Vendor Posting Group
Lab : Set Up and Assign a Product Posting Group
Lab : Copy a General Posting Setup Line
Lab : Create and Assign a VAT Product Posting Group
Lab : Copy a VAT Posting Setup
Lab : Post and Review a Purchase Transaction
Module 7: Set Up Dimensions
Dimensions and Dimension Values
Setting Up Dimensions in General Ledger Setup
Dimension Combinations
Lessons 4 to 5: Default Dimensions and Account Type Default Dimensions
Default Dimension Priority
Conflicting Default Dimensions
Lab : Set Up a Dimension with Dimension Values
Lab : Set Up a Dimension Combination
Lab : Assign Default Dimensions to a Single Account
Lab : Assign Default Dimensions to Multiple Accounts
Lab : Assign Vendor Account Type Default Dimensions
Module 8: Set Up and Manage Document Approvals
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

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