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Microsoft Dynamics NAV 2009 Application Design
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Table of Contents
Microsoft Dynamics NAV 2009 Application Design
Credits
Foreword
About the Author
Acknowledgement
About the Reviewers
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Where to find the Screens in this book
Screenshots
How to read the application schemas
Number and date punctuation
Reader feedback
Customer support
Errata
Piracy
Questions
1. Introduction to Microsoft Dynamics NAV
Versions and history
What is this book about
Setup versus customization
The beauty of simplicity
Horizontal versus vertical solutions
Open source
Structure of this book
The Role Tailored concept
The building blocks
Tables as user interface and business logic
Dynamics NAV in throughout supply chain
Some basics
Number series
Extended text
Navigate
Setup tables
Posting groups
Pricing
Dimensions
Data model principles
Master data
Journals
The general ledger
Balancing
Flow fields and flow filters
More journals and entries
Posting Schema
Sub and detailed entries
Documents—combining the journals into processes
Document structure
Document transactions
Other structures
Relationship management
Jobs
Manufacturing
Summary
2. A Sample Application
Fit-gap analysis
Designing a Squash Court application
Look, learn, and love
Drawing the table and posting schema
The Project approach
Interfacing with the standard application
Getting started
Creating squash players
CreateVendor versus CreateCustomer
Reverse engineering
Designing a journal
Squash Court master data
Chapter objects
Reservations
Journal Template
Journal Batch
Register
The Journal
Reservation
Invoicing
Time calculation
Price calculation
Squash prices
Price calc mgt. codeunit
Inherited data
Dimensions
Master data
Journal
Posting
Document
The posting process
Check line
Post line
Invoicing
Invoice document
Sales header
Sales line
Dialog
Posting process
Analyse the object
Making the change
Navigate
FindRecords
ShowRecords
Testing
Summary
3. Financial Management
Chart of accounts
Posting accounts
The entry tables
Sub accounting
General journals
Entry application
Posting groups
Dimensions
Budgeting
Creating budget entries
Accounting periods
Closing dates
Currencies
Consolidation
VAT statement
Data analysis
General Ledger
Account schedules
Analysis by dimensions
The setup
Customizing financial management
Sales line description to G/L entries
Extra fields in the G/L entries
Integrating with financial management
Creating a G/L transaction
The C/AL code
Advanced entries
Look, learn, and love
Summary
4. Relationship Management
How companies work
Contacts
Salutation codes
Alternative addresses
Create as
Duplicates
Search
Profiles
Automatic profiles
Interactions
Automatic interactions
Finished interactions
To-do's
Opportunities
Workflow
Sales stages
Activity codes
Creating an opportunity
Sales quote
Close the deal
Segments
Add contacts
Refine/Reduce contacts
Segment criteria
Mailing groups
Log segment
Campaigns
Pricing
Segments
Activate
Outlook integration
E-mail logging
The setup
Customizing relationship management
Salutation formula types
Add the option
Support the formula
The GetSalutation function
Set up the salutation formula
Test the solution
Customer and vendor numbering
Disabling direct creation of customers and vendors
Sharing contact information across companies
Share tables
Business relations
C/AL code modifications
Number series
Final steps
Alternative approaches
Add contacts to segments
Expand report
Implement criteria filters
Test solution
Summary
5. Production
What is production?
History of production
Production methodologies
Raw materials
Basic production principles
Bill of materials
MRP
GIGO
MPS
Item costing
Item tracking
Quality control
Energy and waste
APICS
Getting started
Assembling
The table and posting schema
The items
Item costing
Item tracking
The bill of materials
Calculate standard cost
Creating the inventory
Adjusting cost item entries
Posting inventory cost to G/L
Check, check, and double check
Recalculating standard unit cost
BOM journal
Check costing (again)
Recalculating unit cost (again)
Standard cost worksheet
Item revaluation journal
The result
Item costing in ten steps
Manufacturing
The table and posting schema
The items, machines, and work centers
Items
Machine centers
Capacity
Production bill of materials
Routing
Testing and low level code
Simulation, sales orders, or inventory
Make-to-stock
Make-to-order
The sales order
Calculating MPS and MRP
Requisition versus planning versus subcontracting worksheets
Inventory profile offsetting
Calculating a plan
Production order workflow
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