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MS Dynamics NAV

C/Side Solution Development in Microsoft Dynamics NAV 2013


Course Outline

Duration: 30 hours
Audience(s): Developers
Technology: Microsoft Dynamics NAV
Level: 200


Module 1: Data and Process Model

This module explains the standard application functionality in Microsoft Dynamics NAV 2013 and it discusses the importance of following the same standards in all customizations.

Lessons

  • Table Types and Characteristics
  • Standard Data Model
  • Standard Process Model
After completing this module, students will be able to:
  • Explain the different table types and their characteristics.
  • Present the standard data model and introduce the data-related business logic.
  • Present the standard process model that governs the transactions in Microsoft Dynamics NAV 2013.


Module 2: Master Tables and Pages
This module explains what is involved in solution development to meet customer requirements.

Lessons

  • Prerequisite Knowledge
  • Participants
  • Instructors and Rooms
  • Seminars

Lab : Customize Resource Tables and Pages
Lab : Creating Seminar Tables and Pages

After completing this module, students will be able to:
  • Explain the master table and page standards.
  • Work with table event triggers.
  • Work with complex data types and their member functions.
  • Explain the multilanguage functionality.
  • Define the strategy for implementing Customers and Participants.
  • Create the tables to manage the seminar rooms.
  • Create instructor data management.
  • Create seminar data management.


Module 3: Documents
This module explains the purpose and benefits in using documents to enter transactions in Microsoft Dynamics NAV 2013.

Lessons

  • Prerequisite Knowledge
  • Registrations
  • Reviewing the Table Code

Lab : Importing, Reviewing, and Completing the Seminar Registration Tables
Lab : Create Seminar Registration Pages

After completing this module, students will be able to:
  • Import and export objects as text files.
  • Support multilanguage functionality.
  • Use document pages.
  • Use virtual tables.
  • Use temporary tables.
  • Review the various types of tables.
  • Review different page and table C/AL functions.
  • Create additional tables and pages to maintain registrations.


Module 4: Posting
This module explains the posting routine.

Lessons

  • Prerequisite Knowledge
  • Posting Seminar Registrations

Lab : Reviewing and Completing the Journal and Ledger Tables
Lab : Creating Codeunits and Pages for Seminar Journal Posting
Lab : Creating the Tables and Pages for Posted Registration Information
Lab : Modifying Tables, Pages, and Codeunits for Resource Posting
Lab : Creating the Codeunits for Document Posting

After completing this module, students will be able to:
  • Explain the working and posting tables.
  • Explain the posting routines and their relationships.
  • Create journal posting routines.
  • Create document posting routines.
  • Present the best practices for documenting changes to existing objects.
  • Program for minimum effect on the application.


Module 5: Feature Integration
This module explains the integration of custom features into standard functionality to provide a seamless and familiar experience to the users.

Lessons

  • Prerequisite Knowledge
  • Seminar Feature Integration
  • Navigate Integration

Lab : Integrating Seminar Features
Lab : Changing Objects to Integrate with Navigate

After completing this module, students will be able to:
  • Integrate previously created Seminar Management module features with one another.
  • Explain the architecture of the Navigate feature.
  • Extend the Navigate functionality to enable finding posted seminar information.
  • Enable easier searching for information by adding Navigate functionality to Seminar Management pages.
  • Enable looking up Seminar Management information from standard application areas.


Module 6: Reporting
This module explains reporting principles.

Lessons

  • Prerequisite Knowledge
  • Reporting Lab Overview
  • Participant List Reporting
  • Invoice Posting Batch Job

Lab : Creating the Seminar Participant List
Lab : Creating the Invoice Posting Batch Job

Module 7: Statistics
This module explains the different types of statistics in the standard application.

Lessons

  • Prerequisite Knowledge
  • Seminar Statistics

Lab : Creating FlowFields for Sums
Lab : Creating the Seminar Statistics Page

After completing this module, students will be able to:
  • Create a page that calculates price sums efficiently.
  • Make the page available from the Seminar pages.
  • Use FlowFilters to easily calculate statistics for different time periods.


Module 8: Dimensions
This module explains the importance of dimensions and their use throughout the standard application and accompany all transactional data and process.

Lessons

  • Prerequisite Knowledge
  • Integrating Seminar Management with Dimensions

Lab : Integrating with Dimension Management

After completing this module, students will be able to:
  • Describe Global, Shortcut, and Budget dimension types and their functions.
  • List the basic rules of Dimension Setup.
  • Present the dimension management data and process models.
  • Implement dimensions on the master record level.


Module 9: Role Tailoring
This module explains the importance of user roles and profiles in Microsoft Dynamics NAV 2013.

Lessons

  • Prerequisite Knowledge
  • Seminar Manager Role Center
  • MenuSuite Object Type
  • Seminar Management Department Page

Lab : Create the Seminar Manager Role Center
Lab : Create Seminar Management Department Page

After completing this module, students will be able to:
  • Define the components of the RoleTailored user interface.
  • Explain the structure, purpose, and functionality of a Role Center-type page.
  • Create the Seminar Manager Role Center page.
  • Describe the functionality of the Departments page and the MenuSuite object type.
  • Integrate the Seminar Management department into the Departments page.


Module 10: Interfaces
This module explains how interfacing with features or applications outside Microsoft Dynamics NAV is a frequent requirement. It also describes the different types of interfacing features that are present in Microsoft Dynamics NAV.

Lessons

  • Prerequisite Knowledge
  • Email Confirmation

Lab : Create Email Confirmations

After completing this module, students will be able to:
  • Explain how to use Automation and OCX to perform tasks with other applications.
  • Describe file handling functions to import or export data.
  • Design and implement email capability.


Module 11: Web Services
This module explains what web services are and how they are used in Microsoft Dynamics NAV 2013.

Lessons

  • Prerequisite Knowledge
  • Registration Web Service

Lab : Creating a Web Service
Lab : Create a Windows Forms Application to Test the Web Service

After completing this module, students will be able to:
  • Describe Microsoft Dynamics NAV 2013 Web services architecture.
  • Explain the protocols that Microsoft Dynamics NAV 2013 uses for Web services.
  • Evaluate the benefits of Web services over other integration options in Microsoft Dynamics NAV.
  • Explain how to expose codeunit, page, and query objects as Web services.
  • Consume Web services from external applications.


Module 12: Testing and Debugging
This module explains testing practices and presents the test-driven development (TDD) approach followed by Microsoft.

Lessons

  • Prerequisite Knowledge
  • Testing Seminar Management
  • Debugging

Lab : Create Seminar Management Unit Tests

After completing this module, students will be able to:
  • Demonstrate the testing features of Microsoft Dynamics NAV 2013.
  • Explain the test codeunits, test functions, and handler functions.
  • Describe how to automate user interface testing.
  • Explain the functionality and purpose of test runner codeunits.
  • Develop a unit testing framework for the Seminar Management solution.
  • Describe the Debugger functionality and features.
  • Demonstrate the debugging process.


Module 13: Optimizing for SQL Server
This module explains the SQL Server for Microsoft Dynamics NAV 2013.

Lessons

  • SQL Server for Microsoft Dynamics NAV
  • Representation of Microsoft Dynamics NAV Tables and Indexes in SQL Server
  • Collation Options
  • SQL Server Query Optimizer
  • Optimizing a Microsoft Dynamics NAV Application
  • Data Access Redesign
  • C/AL Database Functions and Performance on SQL Server
  • Bulk Inserts
  • Locking, Blocking, and Deadlocks
  • SIFT Data Storage in SQL Server
  • SQL Server Profiler

Lab : Analyze Index Usage
Lab : Optimize C/AL Code

After completing this module, students will be able to:
  • Explain the advantages of SQL Server for Microsoft Dynamics NAV 2013.
  • Work with tables and indexes.
  • Use collation options and descriptions.
  • Explain SQL Server Query Optimizer.
  • Explain the areas within Microsoft Dynamics NAV that can be optimized.
  • Explain how the Microsoft Dynamics NAV database driver enables the Microsoft Dynamics NAV clients to communicate with SQL Server.
  • Understand the performance effect of locking, blocking and deadlocks.
  • Understand how SIFT data is stored in SQL Server.


Module 14: Appendix
This module contains reference information about the case study that is implemented throughout the course.

Lessons

  • CRONUS International Ltd.
  • Functional Requirements
  • Content Structure

Lab : Function Testing

After completing this module, students will be able to:
  • Present the case study for the CRONUS International Ltd. implementation project.
  • Provide test scripts for function testing of customized functionality

 

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C/Side Introduction in Microsoft Dynamics® NAV 2013


Course Outline:

Audience(s): Developers
Technology: Microsoft Dynamics NAV
Level: 200
This Revision: A
Delivery method:
Instructor-led (classroom)
Length: 5 days


Module 1: Microsoft Dynamics NAV Development Environment
This module explains fundamental aspects of Microsoft Dynamics NAV Development Environment.
Lessons

  • Basic Objects in Microsoft Dynamics NAV 2013
  • Object Designer Fundamentals
  • Team Development Features
  • The Physical and Logical Database

Lab : Designing and Running an Object

After completing this module, students will be able to:
  • Present the basic object types in Microsoft Dynamics NAV 2013.
  • Describe fundamental aspects of Microsoft Dynamics NAV Development Environment. This includes the UI, application objects, and basic metadata concepts.
  • Explain the physical and logical database structure.
  • Explain the features for multi-developer environments.


Module 2: Tables
This module explains the concepts and the use of tables and table components.
Lessons

  • Tables Fundamentals
  • Primary and Secondary Keys
  • Table Relationships
  • Special Table Fields

Lab : Create a Table

After completing this module, students will be able to:

  • Explain the concepts of tables and table components.
  • Examine the concept behind primary and secondary keys, and explain how to set them.
  • Create a simple table with primary and secondary keys, and add data to the table.
  • Review the concept of table relation.
  • Set table relations with a filter and condition.
  • Describe the special table fields.
  • Use special table fields to improve table features.


Module 3: Pages
This module explains the concepts of pages and page components.Lessons

  • Page Fundamentals
  • Page Designer
  • Page Types and Characteristics

Lab : Create a Card and a List Page

After completing this module, students will be able to:
  • Explain the concepts of pages and page components.
  • Describe Page Designer and Action Designer.
  • Create a simple page and add basic controls to the page.
  • Provide an overview of different page types and their characteristics.
  • Discuss best practices in designing pages.
  • Create a Card page, add a container, FastTabs, and fields.
  • Create a List page and link it to the Card page.
  • Create a main page, a Part page, and link the two pages.


Module 4: Introduction to C/AL Programming
This module explains the concepts and use of C/AL code elements.

Lessons

  • C/AL Programming
  • Intrinsic Data Types
  • Identifiers, Variables and Syntax
  • Variable Scope

Lab : Investigate Data Types

After completing this module, students will be able to:
  • Describe the concepts and basic use of C/AL code elements.
  • Describe the concepts of data types, simple data types and complex data types.
  • Explain the concepts of identifiers, variables, and syntax.
  • Explain the syntax of identifiers.
  • Explain the scope of variables.
  • Explain the initialization of variables.
  • Create a simple codeunit to demonstrate how to define variables, assign data types, and investigate several default values that are initialized for several data types.


Module 5: Assignment Statements and Expressions
This module explains the concepts of assignments, statements, and assignment statements.

Lessons

  • Assignment Statements
  • The Syntax of Statements
  • Automatic Type Conversions
  • Use Assignment Statements and the Symbol Menu
  • Expressions, Evaluations, Terms, and Operators
  • The String Operator
  • Function Calls in Expressions
  • Numeric Expressions
  • Arithmetic Operators
  • Relational and Logical Expressions
  • Relational Expressions for Comparison
  • Relational Expressions for Set Inclusion
  • Logical Expressions

Lab : Use Logical and Relational Expressions in a Page

After completing this module, students will be able to:

  • Explain the concepts of assignment, statement, and assignment statement.
  • Describe the syntax of statements and introduce the statement separator.
  • Describe automatic type conversions for string, numeric, and other data types.
  • Use assignment statements and the Symbol Menu.
  • Explain the concepts of expressions, terms, and operators.
  • Describe the syntax of an expression.
  • Describe the string operator.
  • Use the string operator.
  • Describe the MAXSTRLEN and the COPYSTR functions.
  • Use the MAXSTRLEN and the COPYSTR functions in an expression.
  • Define numeric expressions, arithmetic operators, and operator precedence.
  • Describe the arithmetic operators, and provide examples.
  • Use the arithmetic operators and examine the operator precedence.
  • Define relational and logical operators and expressions.
  • Describe the use of relational expressions for comparison.
  • Describe the use of relational expressions for set inclusion.
  • Describe the use of logical expressions.
  • Use logical and relational expressions in a page.


Module 6: C/AL Statements
This module explains concepts of conditional statement and the Boolean expression.

Lessons

  • Conditional Statement and Boolean Expressions
  • The IF Statement
  • The EXIT Statement
  • The CASE Statement
  • Compound Statements and Comments
  • The Syntax of Compound Statements
  • Compound Statements by Using Nested IF Statements
  • The Syntax of Comments
  • Practice: Nested IF
  • Arrays
  • The Syntax of Arrays
  • The Power of Arrays
  • Strings as Arrays of Characters
  • Repetitive Statements
  • The WITH Statement

Lab : Use Conditional and Compound Statements

After completing this module, students will be able to:
  • Define conditional statements and Boolean expressions.
  • Describe the IF statement, the IF-THEN, and IF-THEN-ELSE syntax.
  • Describe the EXIT statement and code indentation.
  • Describe the CASE statement and the syntax of the CASE statement.
  • Define compound statements and comments.
  • Describe the syntax of compound statements with BEGIN and END.
  • Understand the concepts of nested IF statements and the rule of correct indentation.
  • Describe the syntax of comments.
  • Use the IF, EXIT, CASE, and compound statements in a page.
  • Test knowledge about C/AL statements.
  • Define arrays and describe the components of arrays.
  • Describe the syntax of arrays.
  • Explain the power of arrays.
  • Describe how to use strings as arrays of characters.
  • Introduce repetitive statements that are available in C/AL.
  • Use arrays and repetitive statements in a page.
  • Describe the WITH statement, record variables, and the syntax of the WITH statement.

Module 7: C/AL Functions
This module explains C/AL functions.
Lessons
  • Functions and Parameters
  • Review Built-in Functions
  • Data Access Functions
  • Sorting and Filtering Functions
  • Data Manipulation Functions
  • Working with Fields
  • Using Interaction Functions
  • Other Common C/AL Functions
  • Create Custom Functions
  • Local Functions, Variables and the EXIT Statement

Lab : Create Custom Functions

After completing this module, students will be able to:
  • Explain the concepts of functions and parameters.
  • Explain the C/AL Symbol Menu.
  • Describe the use and syntax of data access, filtering, and manipulation functions.
  • Describe the use and syntax of user interaction functions.
  • Describe the use and syntax of string functions.
  • Describe the use and syntax of system functions.
  • Describe the use and syntax of date functions.
  • Describe the use and syntax of number functions.
  • Describe the use and syntax of array functions.
  • Describe the use and syntax of several other important functions.
  • Provide an overview of the benefits of creating custom functions.
  • Explain the concepts of local functions and local variables.
  • Create custom functions in a page and call the functions from Actions.


Module 8: Reports
This module explains the concept of reports and report components.
Lessons

  • Report Fundamentals
  • Report Design Process
  • Design the Data Model
  • Create a Data Model
  • Design the Layout
  • The Request Page Designer
  • Design the Request Options Page
  • Grouping and Totaling
  • Add Advanced Features

Lab : Create a Basic Report

After completing this module, students will be able to:

  • Explain the concepts of reports and report components.
  • Provide an overview of different report types and their characteristics.
  • Describe the difference between the logical and the visual design of reports and introduce Report Designer.
  • Describe the logical design of a report.
  • Create the data model for a new report by defining data items in the Report Dataset Designer.
  • Describe the visual design of a report and introduce Microsoft Visual Studio Report Designer.
  • Design the report layout.
  • Introduce Request Page Designer.
  • Design the Request Options page.
  • Explain the concepts of grouping and totaling in a report.
  • Create a grouping and totaling for a report.
  • Add advanced features to a report.


Module 9: XMLports
This module explains the fundamentals of XMLports and its components.

Lessons

  • XMLport Fundamentals
  • Design XMLports
  • Importing and Exporting Plain Text
  • Using XMLports in C/AL Code

Lab : Create an XMLport to Export XML Data
Lab : Create an XMLport to Export Variable Text

After completing this module, students will be able to:
  • Describe the fundamentals of an XMLport and its components.
  • Review how to design XMLports.
  • Explain the Request Page functionality.
  • Describe the process of using XMLports from C/AL code.
  • Create XMLports for export and import with XML format.
  • Create XMLports for export and import with fixed and a variable text format.


Module 10: Codeunits
This module explains the concepts of codeunits.

Lessons

  • Codeunit Fundamentals
  • Design Codeunits
  • Use Codeunits
  • SMTP
After completing this module, students will be able to:
  • Explain the concepts of codeunits.
  • Provide an overview of designing codeunits.
  • Provide an overview by using codeunits.
  • Define variables and functions in a codeunit.
  • Use the SMTP Mail codeunit.


Module 11: Microsoft .NET Framework Interoperability
This module explains the .NET Interoperability features.
Lessons

  • The DotNetDataType
  • Datatype Mapping and Assignment
  • .NET Framework Interoperability C/AL functions
  • Streaming

Lab : Use a Dictionary Object

After completing this module, students will be able to:
  • Explain the .NET Interoperability features.
  • Describe the concept of constructors.
  • Communicate between client-side and server-side objects.
  • Describe how to respond to events that are raised by .NET objects.
  • Examine mapping between C/AL and .NET data types.
  • Review the most important C/AL functions for managing .NET objects.
  • Use arrays, collections, and enumerations.
  • Explain how to stream data between C/AL and .NET objects


Module 12: Queries
This module introduces the query object type by explaining various use cases for queries: using queries in charts, in OData web services, and accessing them programmatically from C/AL.
Lessons

  • Query Design
  • Accessing Queries from C/AL
  • Advanced Query Concepts

Lab : Using a Query from a ChartLab : Using Queries in C/AL

After completing this module, students will be able to:
  • Present the Query Designer and its features.
  • Explain the principles of the query design process.
  • Show how to select, join, filter, aggregate, and order data.
  • Show how to access queries from C/AL code.
  • Explain how to export data from queries.

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Finance Advanced in Microsoft Dynamics® NAV 2013


Course Outline
Audience(s): Information Workers
Technology: Microsoft Dynamics NAV
Level: 200
Delivery method:
Instructor-led (classroom)
Length: 16 hours


Module 1: Intrastat
This module explains the setup of Intrastat and how to run and submit Intrastat reports.

Lessons

  • Set up Intrastat
  • Report Intrastat

Lab : Create an Intrastat Report

After completing this module, students will be able to:
  • Set up Intrastat for use in Microsoft Dynamics NAV 2013.
  • Explain how to run and submit Intrastat reports.


Module 2: VAT Rate Change Tool
This module explains the VAT rate change process.

Lessons

  • Prepare for VAT Rate Change Tool
  • Set Up Using VAT Rate Change Tool
  • Perform VAT Rate Conversions
After completing this module, students will be able to:
  • Explain and demonstrate the preparation of the VAT rate change process.
  • Explain and set up the VAT rate change tool.
  • Explain and demonstrate how to perform a VAT rate change.


Module 3: Multicurrency
This module explains the process in using the Multicurrency functionalities.

Lessons

  • Currency Card and Exchange Rates
  • Set Up Multicurrency for Customers, Vendors, and Bank Accounts
  • Lesson 3-5: Process Documents and Journals
  • Adjust Exchange Rates Batch Job for Customers, Vendors, and Bank Accounts
  • Lesson 7-9: Reporting Currency
  • View the Exchange Rate Adjustment Register
  • Summary of Currency Exchange Rates

Lab : Process a Sales Invoice
Lab : Post Expenses in Foreign Currency
Lab : Update the USD:GBP Exchange Rate

After completing this module, students will be able to:
  • Explain setup requirements for currencies and exchange rates when using multiple currencies.
  • Explain setup requirements using multiple currencies with customers, vendors, and bank accounts.
  • Describe steps and additional functionality for processing purchase and sales documents that use foreign currency.
  • Describe steps and additional functionality for recording and posting multicurrency transactions in the cash receipts journal.
  • Describe how to process multicurrency payments using the payments journal.
  • Describe how to run the Adjust Exchange Rates batch job for customers, vendors, and bank accounts.
  • Explain set up, viewing amounts, daily processing, and periodic processes when using an additional reporting currency.
  • Describe how to run the Adjust Exchange Rates batch job for G/L accounts.
  • Describe how to view the Exchange Rate Adjustment Register.


Module 4: Budgets
This module explains the Budget feature.

Lessons

  • Lesson 1-3: Creating Budgets
  • Copying Budgets
  • Exporting and Importing Budgets

Lab : Create a budget
Lab : Copy a budget

After completing this module, students will be able to:
  • Explain the Budgets feature in Microsoft Dynamics NAV 2013.
  • Explain the G/L Budgets page elements.
  • Show how to set up budgets manually.
  • Explain how to delete budget entries.
  • Explain how to create budgets by using the Copy Budget function.
  • Explain how to create budgets by using the Export Budget and Import Budget functions.


Module 5: Cost Accounting
This module explains the process on Cost Accounting.

Lessons

  • Workflow in Cost Accounting
  • Setting Up Cost Accounting
  • Cost Entries
  • Cost Budgets
  • Cost Allocation
  • Cost Accounting History
  • Cost Accounting Reporting
  • Tips and Tricks


Lab : Using Cost Journals
Lab : Set Up a Cost Budget
Lab : Set Up Cost Allocation

After completing this module, students will be able to:
  • Explain the workflow in Cost Accounting.
  • Explain and set up Chart of Cost Types, Chart of Cost Centers, Chart of Cost Objects, and Cost Accounting Setup.
  • Explain the relationship between the cost accounting and general ledger application areas.
  • Set up cost journals.
  • Explain how to create cost entries either through a transfer from G/L entries or through posting the cost journal.
  • Explain and set up cost budgets by using different copy functions.
  • Explain the transfer from budget to actual.
  • Explain and set up cost allocations.
  • Explain static and dynamic allocations.
  • Explain how to allocate costs and cost budgets.
  • Explain the cost registers and cost budget registers.
  • Explain the deletion of cost entries and cost budget entries.
  • Explain different cost accounting reports.
  • Provide tips and tricks.


Module 6: Cash Flow Forecast
This module explains the functions, the setup and the use of Cash Flow Forecast.

Lessons

  • Functions of the Cash Flow Forecast
  • Setting Up Cash Flow Forecasts
  • Creating Cash Flow Forecasts
  • Cash Flow Forecast Reporting

Lab : Creating a Cash Flow Forecast
Lab : Entering Manual Revenues and Expenses
Lab : Using the Cash Flow Worksheet
Lab : Printing the Cash Flow Date List

After completing this module, students will be able to:
  • Explain the functions of the cash flow forecast.
  • Explain the setup of the Chart of Cash Flow Account, Cash Flow Setup and Cash Flow Payment Terms.
  • Explain how to create cash flow forecasts by using Cash Flow Forecast Cards and Cash Flow Manual Revenues and Expenses.
  • Explain how the Cash Flow Worksheet is used.
  • Review the registration of the cash flow through Cash Flow Forecast Entries.
  • Explain the different Cash Flow Forecast Reporting possibilities.


Module 7: Financial Reporting and Analysis
This module explains processes related to cost account schedules, cash flow account schedules and how to generate report analysis.

Lessons

  • Analyze the Chart of Accounts
  • Account Schedules
  • Analysis by Dimensions
  • Export Analysis Views to Microsoft Excel
  • Dimension-Based Reports
  • Combine Analysis Views with Account Schedules
  • Finance Performance Charts


Lab : Create a Detailed Account Schedule
Lab : Create a Cost Account Schedule
Lab : Create a Cash Flow Account Schedule
Lab : Create an Analysis View
Lab : Create a Cash Flow Analysis View
Lab : Export an Analysis View to Microsoft Excel
Lab : Combine an Analysis View with an Account Schedule

After completing this module, students will be able to:
  • Describe filtering and analysis pages related to the chart of accounts.
  • Explain how to set up an account schedule and explain other processes that relate to account schedules.
  • Demonstrate cost account schedules.
  • Demonstrate cash flow account schedules.
  • Describe types of dimensions.
  • Explain how to set up analysis views.
  • Explain the process of exporting analysis views to Microsoft Office Excel 2007, and describe the elements of the exported file.
  • Show how to generate analysis by dimensions and other dimension analysis reports.
  • Show how to set up a Finance Performance chart.


Module 8: XBRL
This module explains the concept of XBRL.

Lessons

  • XBRL Terminology
  • XBRL Specifications and Taxonomies
  • Work with Linkbases
  • Enter XBRL Line Definitions
  • Export the XBRL Lines

Lab : Annual Reporting with XBRL

After completing this module, students will be able to:
  • Explain the terminology associated with XBRL.
  • Explain how to import and update taxonomies.
  • Explain how to attach, update, and apply linkbases to taxonomies.
  • Describe pages that are related to XBRL lines, and explain how to enter XBRL line definitions
  • Demonstrate how to export an instance document.

 

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Installation and Configuration in Microsoft Dynamics® NAV 2013


Audience(s): IT Professionals
Technology: Microsoft Dynamics NAV
Level: 200
Length: 2 days


Module 1: Introduction
This module provides an overview of fixed assets and its integration with other modules.
Lessons

  • Fixed Assets Overview
  • Structure
  • Integration with Other Modules
After completing this module, students will be able to:
  • Define fixed assets.
  • Examine required functionality for fixed assets.
  • Describe the integration of the Fixed assets module with General ledger, Accounts payable, Accounts receivable, Project accounting, and Inventory management modules.


Module 2: Setup Procedures
This module focuses on the setup procedures that are required for the Fixed assets module.

Lessons

  • System Setup for Fixed Assets
  • Fixed Assets Module Setup
  • Parameters
  • Depreciation Methods
  • Depreciation Conventions
  • Depreciation Books Overview
  • Extended Functionality Features – Provision Types and Bonus Depreciation
  • Mass Update Depreciation Conventions for a Depreciation Book

Lab : Set Up Main Accounts
Lab : Set Up a Number Sequence
Lab : Set Up a Depreciation Profile
Lab : Set Up Value Models
Lab : Set Up a Fixed Asset Group
Lab : Set Up a Posting Profile

After completing this module, students will be able to:
  • Review system setup for Fixed assets.
  • Review the basic setup requirements for the Fixed assets module.
  • Discuss the Value models, Asset Groups, Disposal and Posting profile components of Fixed assets setup.
  • Discuss the setup of Fixed assets parameters.
  • Explain how to sue the Capitalization threshold.
  • Describe, create, and change Reason codes in Fixed assets.
  • Review depreciation methods and conventions.
  • Provide an overview for Depreciation books.
  • Describe extended functionality setup requirements for Fixed assets.
  • Review Mass update depreciation conventions for a depreciation book.


Module 3: Setup of Assets

This module focuses on the setup of assets.

Lessons

  • Fixed Assets Form
  • Set Up Assets
  • Lend Assets
  • Assign Bar Codes to Assets
  • Asset Budgeting
  • Project Module Integration to Fixed Assets

Lab : Set Up a Fixed Asset

After completing this module, students will be able to:
  • Describe the fields available in the Fixed assets form.
  • Differentiate between financial and non-financial information for assets.
  • Set up a fixed asset.
  • Show how to lend assets.
  • Assign bar codes to assets.
  • Complete asset budgeting.
  • Associate and manage fixed assets within the Projects form.
  • Review the fixed asset details associated with a project or subproject.


Module 4: Asset Transactions

This module focuses on the different fixed asset Transaction Types, and detailed methods for recording those transactions.

Lessons

  • Scenario
  • Typical Fixed Asset Transaction Types
  • Record Acquisitions
  • Create and Acquire Fixed Assets from Purchasing
  • Record Depreciation
  • Record Value Adjustments
  • Record Disposals
  • Transaction Reversals
  • Replacement Cost and Insured Value Update
  • Copy Fixed Assets and Change Fixed Asset Groups
  • Fixed Asset Additions

Lab : Acquiring an Asset Using the Inventory to Fixed Assets Journal
Lab : Depreciating an Asset Using a Proposal
Lab : Acquiring an Asset Using the Fixed Assets Journal
Lab : Dispose of an Asset Using the Fixed Assets Journal

After completing this module, students will be able to:
  • Use asset Transaction Types.
  • Use journals to manually enter fixed asset transactions.
  • Control fixed asset acquisition transaction creation from purchasing.
  • Restrict user group permissions for posting fixed asset acquisition transactions in purchasing.
  • Create a fixed asset record directly from purchasing, during posting of a product receipt or vendor invoice.
  • Describe when the Fixed asset receipt and Fixed asset issue account types will be used.
  • Record depreciation.
  • Use proposals to enter fixed asset transactions.
  • Discuss value adjustments for fixed assets.
  • Discuss fixed asset disposals.
  • Describe where fixed asset transaction reversals are performed.
  • Perform fixed asset transaction reversals.
  • Describe how the replacement cost factor and the insured value factor on the asset group, are used to update an asset’s replacement cost and insured value amounts.
  • Process updates to an asset’s replacement cost and insured value amounts.
  • Copy a fixed asset.
  • Change a fixed asset group.
  • Enter a fixed asset addition.


Module 5: Inquiries and Reports
This module focuses on how to run inquiries and reports in Microsoft Dynamics AX 2012.

Lessons

  • Inquiries
  • Reports
After completing this module, students will be able to:
  • Demonstrate the use of data inquiries available in Fixed assets.
  • Demonstrate how to run reports.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”80439A” tab_id=”1453902332273-bf6e6984-a362″][vc_column_text]

Introduction in Microsoft Dynamics® NAV 2013


Audience(s): Information Workers
Technology: Microsoft Dynamics NAV
Level: 200
Length: 2 days

Module 1: Microsoft Dynamics NAV 2013 as an ERP System
This module provides students with a general understanding of the concept of ERP.

Lessons

  • Lesson 1: ERP System

Lab : Open Microsoft Dynamics NAV 2013.

After completing this module, students will be able to:
  • Explain the concept of ERP and Microsoft Dynamics NAV 2013.
  • Describe the most important features of ERP and Microsoft Dynamics NAV 2013.


Module 2: User Interface
This module explain elements of the User Interface in Microsoft Dynamics NAV 2013.

Lessons

  • Lesson 1: Back and Forward Button, Address Bar, Search
  • Lesson 2: The Ribbon
  • Lesson 3: The Navigation Pane
  • Lesson 4: The Status Bar
  • Lesson 5: Pages
  • Lesson 6: The Role Center

Lab : Assign a Role Center

After completing this module, students will be able to:
  • Explain the Back and Forward button, the address bar, and search.
  • Explain the concept of the ribbon.
  • Explain the different components of the ribbon.
  • Show how to use the ribbon.
  • Explore the navigation pane.
  • List the information that is available on the status bar.
  • Explain the list page.
  • Explain the card page.
  • Explore the Role Center.


Module 3: User Personalization
This module explains how to configure Microsoft Dynamics NAV 2013 user interface.

Lessons

  • Lesson 1: Personalization and Configuration
  • Lesson 2: Customize the Ribbon
  • Lesson 3: Customize the Navigation Pane
  • Lesson 4: Customize this Page
  • Lesson 5: Customize a FactBox
  • Lesson 6: Customize a FastTab
  • Lesson 7: Customize a Chart
  • Lesson 8: Customize Parts on the Role Center Page
  • Lesson 9: Change the Profile and Role Center

Lab : Add a List Place to the Navigation Pane
Lab : Add a Chart to the Role Center

After completing this module, students will be able to:
  • Explain how to configure Microsoft Dynamics NAV 2013 user interface (UI).
  • Browse and customize the List Places.
  • Change the look of windows in the program.


Module 4: Basic Functionalities
This module explains the general functions that are used in Microsoft Dynamics NAV 2013.

Lessons

  • Lesson 1: Use Keyboard Shortcuts
  • Lesson 2: Enter and Edit Information
  • Lessons 3-10: Basic Functionalities
  • Lesson 11: Search Information
  • Lesson 12: FactBoxes
  • Lesson 13: Post a Document
  • Lesson 14: Navigate

Lab : Filter the Customer List and Export to Excel

After completing this module, students will be able to:
  • Use function keys and basic keyboard shortcuts.
  • Enter and edit information.
  • Use zoom, reports, sorting, search, filters, FactBoxes and navigation functions.
  • Integrate with other Microsoft Office products, such as OneNote, Word, and Excel.
  • Describe the posting process within Microsoft Dynamics NAV.


Module 5: Master Data for Sales and Purchase Process
This module introduces the students to master data.

Lessons

  • Lesson 1: G/L Account Cards
  • Lesson 2: Chart of Accounts Page
  • Lesson 3: Customer Cards
  • Lesson 4: Vendor Cards
  • Lesson 5: Item Cards

Lab : Create a New Office Furniture Vendor
Lab : Create a New Office Furniture Item

After completing this module, students will be able to:
  • Explain how to use G/L account cards.
  • Outline the purpose and functions of the Chart of Accounts page.
  • Explain how to use customer cards.
  • Explain how to use vendor cards.
  • Explain how to use item cards.


Module 6: Process Sales and Purchases
This module demonstrates the integration of different processes of Microsoft Dynamics NAV 2013 as an ERP system.

Lessons

  • Lesson 1: Process Flows
  • Lesson 2: From Purchase Order to Purchase Invoice
  • Lesson 3: Create Purchase Invoices
  • Lesson 4: From Sales Quote to Sales Invoice

Lab : Purchase Furniture From the New Vendor
Lab : Record an Automobile Maintenance Expense
Lab : Sell Wooden Doors to an Existing Customer

After completing this module, students will be able to:
  • Outline a complete sales process and how it connects to other application areas.
  • Outline a complete purchase process and how it connects to other application areas.
  • Create a purchase order.
  • Process the receipt and invoicing of goods.
  • Create and process a purchase invoice.
  • Create a sales quote, and convert it to a sales order.
  • Create, post, and review sales orders.
  • Process the shipment and invoicing of goods.


Module 7: Technology Overview

This module provides an overview of the most important technology topics of Microsoft Dynamics NAV 2013.

Lessons

  • Lesson 1: Web Services Support
  • Lesson 2: Multiple Client Support
  • Lesson 3: Microsoft Dynamics NAV 2013 Development Environment
  • Lesson 4: Multilanguage Functionality
After completing this module, students will be able to:
  • Explain the web services support in Microsoft Dynamics NAV 2013.
  • Describe the different client types.
  • Provide an overview of the Microsoft Dynamics NAV 2013 Development Environment.
  • Describe the multilanguage functionality.


Module 8: Browse Application Areas
This module explains the different application areas in Microsoft Dynamics NAV 2013.

Lessons

  • Lesson 1: Financial Management
  • Lesson 2: Financial Reporting and Analysis
  • Lesson 3: Marketing
  • Lesson 4: Trade
  • Lesson 5: Inventory Management
  • Lesson 6: Warehouse Management
  • Lesson 7: Manufacturing
  • Lesson 8: Jobs and Resources
  • Lesson 9: Service Management
  • Lesson 10: Human Resources
After completing this module, students will be able to:
  • Provide an overview of the most important financial management features.
  • Outline financial reporting and analysis.
  • Outline marketing features.
  • Provide an overview of the most important trade functions.
  • Provide an overview of inventory management features.
  • Outline features of the warehouse management system.
  • Outline manufacturing features.
  • Outline features for jobs and resources.
  • Explain service management features.
  • Review features for human resource management.