This Digital Learning 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. Topics covered in this eLearning course include:
Module 01: Set Up a Company Using RapidStart Services
Module 02: Manage User Rights and Profiles
Module 03: Set Up Number Series
Module 04: Set Up Trail Codes
Module 05: Set Up General Journal Templates and Batches
Module 06: Set Up Posting Groups
Module 07: Set Up Dimensions
Module 08: Set Up and Manage Document Approvals
Student prerequisites: Learners taking this course must have knowledge of basic accounting principles and ERP user roles. It is recommended that the learners complete course 80439A or 80439AE: Introduction in Microsoft Dynamics NAV 2013.
At the end of the course, students will be able to:
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.
Modules & Lessons
80435AE Application Setup in Microsoft Dynamics NAV 2013
To view this course, you need:
A Pentium II, 256 MB RAM with a processor speed greater than or equal to 400 MHZ
Microsoft® Windows® Vista or higher
Microsoft Internet Explorer 8.0 or higher
Adobe Flash 7.0 or higher (1MB disk space needed to install)
Microsoft Silverlight 4.0 or higher
Microsoft Windows Media Player 7.0 or higher
Microsoft XML Core Services 3.0 or higher
A Super VGA monitor with minimum screen resolution 1024x768, with 16-bit color.
A sound card, and either speakers or headphones (for multi-media audio).
Internet bandwidth of 56K or faster. Broadband internet access is recommended.
For courses containing Virtual Server-based labs (courses in the IT Professional and Developer Catalog), you will need:
Microsoft Virtual Server ActiveX control (1MB disk space needed to install)