Microsoft Dynamics NAV 2009 Application Design

Mark Brummel

• Publisher: Packt Publishing
• Year: 2010
• eBook ISBN: 9781849680967
• Edition: 1
• Topic: Computer Science
• Subtopic: Information Technology
• Index: Computer Science

In Detail

Dynamics NAV 2009 is an Enterprise Resource Planning (ERP) software product from Microsoft that can be used for variety of business needs. It is part of the Microsoft Dynamics family, and intended to assist with finance, manufacturing, Customer Relationship Management, supply chains, analytics, and electronic commerce for small and medium-sized enterprises.

This book is a focused tutorial on Microsoft Dynamics NAV application development, so you can develop complete applications and not just application outlines. It will show NAV developers how to create different kinds of applications. Different kinds of application are vital in different industries like fashion, automobile, retail, books (education), and other industries. It starts off by introducing the supply chain that you will be using throughout the book. You will implement the Microsoft Dynamics NAV ERP suite and learn how it is set up and customized for various industries.

You will be able to customize Dynamics NAV to suit the different aspects of a business such as Financial Management, Relationship Management, Production, Jobs, Trade, Storage, Logistics, and so on. The book will take you through these Microsoft-designed application features and show you how to customize and extend them safely. Thus, you will be able to create a structure of your own in Microsoft Dynamics NAV.

A focused tutorial for Microsoft Dynamics NAV application development

Approach

This book is a tutorial in an easy-to-read style. It will show Dynamics NAV developers how to create applications of different kinds with sufficient examples throughout.

Who this book is for

If you are a NAV consultant and developer, or designer of business applications you will benefit most from this book.

The book assumes that you have a basic understanding of business management systems and application development, with a working knowledge of Microsoft Dynamics NAV.

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

...

Table of contents

• Microsoft Dynamics NAV 2009 Application Design