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Assembly orders differ from the other order types because they involve both output and consumption when posting. Pick and put-away Inventory can be organized and handled on the locations at the bin level.
Multiple variables can be defined per bin as follows:. With all this information, you can create pick and put-away documents that will tell you the following:. There are also documents to manage internal inventory movements, move inventory from one bin to another, and calculate the replenishment of pick bins.
Inventory Each single item card contains a field called Inventory that specifies how many units of the item are in an inventory. Units are counted using the base unit of measure indicated on the item card.
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This means that every time a new Item Ledger Entry record is created, for example, after posting a sales order, the inventory of the item is updated. You can filter the Inventory field so that its contents are calculated only on the basis of one or any combination of global dimension values, locations, variants, lots, or serial numbers. An inventory is used in combination with other fields to know the availability of an item.
Item availability can be shown by an event, a period, a variant, a location, the BOM level, and timeline. The following screenshot shows the Item Availability by Periods page:.
At least once in every fiscal year, you must take a physical inventory to see whether the quantity registered is the same as the physical quantity in stock. The physical inventory journals have been designed to help you during such a task. But an inventory is not only about units, it is also about the value of those units and their cost. You can indicate different costing methods for an item. The choice determines the way a program calculates the unit cost. You can select any of the following costing methods: The system uses value entries to keep track of each item ledger entry's cost.
One or more value entries can exist per item ledger entry. Every time you post an order, invoice, credit memo, and so on, the program creates value entries because all of these operations affect the item value. In addition, you can use the revaluation journal to change any item ledger entry cost. Some other concepts, such as freight or handling charges, may also affect the item value.
You can use item charges to assign those charges to item ledger entries. Manufacturing The Manufacturing area is used to manage production. This involves the design and engineering work that will specify how and when items are handled, the components and resources that go into creating an end item, and the routings that define the process requirements of a given produced item.
The Manufacturing area also provides tools to schedule production activities, manually or automatically pull production components for consumption, record time consumption, post finished operations that do not qualify as finished output but as scrapped material, and so on. The following screenshot shows the main page of the Manufacturing area:. Product design The product design starts on the item card. You need to create one item card for each end item that you want to produce and also one item card for each component that you need to consume to obtain the end product.
For each component you have to specify whether you purchase it, assemble it, or produce it. You also need to specify whether you need the component to stock or you just need it when an order is made. You can specify all of this information on the Replenishment tab of the item card as shown in the following screenshot:.
For items that need to be produced, you have to create a BOM. It is a listing of all the sub-assemblies, intermediates, parts, and raw materials that go into a parent item and the quantities needed of each component. Production BOMs may consist of several levels. You can use up to 50 levels.
One production BOM always corresponds to one level. You also need to define routings to show the production process. The routings form the basis for production planning and control. Routings include detailed information about the method of manufacturing of a particular item. It includes the operations to be performed and sequenced. You can also include information about tools, resources, and personnel and quality measures.
Routing is the basis of process scheduling, capacity scheduling, material need scheduling, and the production documents. The program also supports the production of parts families, that is, the same or similar item can be manufactured with a single routing. A production family is a group of individual items whose relationship is based on the similarity of their manufacturing processes.
Forming production families can optimize material consumption. These are arranged hierarchically and each level contains subordinate levels. You can assign various machine centers to each work center.
A machine center may only belong to one work center. The planned capacity of a work center consists of the availability of the corresponding machine centers and the additional planned availability of the work center. The planned availability of the work center group is thus the sum of all the corresponding availabilities of the machine centers and work centers.
The availability is stored in calendar entries. To work with capacities, you need to create several calendars:. Shop calendar: This calendar defines a standard work week according to the start and end time of each working day and the work-ship relation.
It also defines fixed holidays during a year. Work center calendar: This calendar specifies the working days and hours, shifts, holidays, and absences that determine the work center's gross available capacity measured in time according to its defined efficiency and capacity values. Machine center's availability: In this calendar, you can define the time periods when machine centers cannot be used.
The machine centers are not assigned their own shop calendar; the shop calendar of the work center is used. The calendar for the machine center is calculated from the entries of the assigned shop calendar and the calendar absence entries of the machine center. Resource capacities: Resources, such as technicians, have their own capacity. You can use work-hour templates that contain the typical working hours in your company; for example, you can create templates for full-time technicians and part-time technicians.
You can use work-hour templates when you add capacity to resources. Planning The planning system takes all the demand and supply data into account, nets the results, and creates suggestions to balance the supply to meet the demand.
Another goal of the planning system is to ensure that the inventory does not grow unnecessarily. The terms running the planning worksheet or running MRP refer to the calculation of the master production schedule and material requirements based on the actual and forecasted demands. It is the calculation of a master production schedule based on the actual demand and the production forecast. The MPS calculation is used for end items that have a forecast or a sales order line.
These items are called MPS items and are identified dynamically when the calculation starts. It is the calculation of material requirements based on the actual demand for components and the production forecast of the component level. The purpose of MRP is to provide time-phased formal plans, by item, to supply the appropriate item at the appropriate time in the appropriate location and in the appropriate quantity.
Several planning parameters have to be filled in the item, or the stock-keeping unit and the manufacturing setup, in order to tell the system how you want to plan your supply.
The planning parameters control when, how much, and how to replenish, based on all the settings. Some of the planning parameters are: The forecasting functionality is used to create anticipated demand; it allows your company to create what-if scenarios to plan for and meet the demand.
Accurate forecasting can make a critical difference in the custom levels with regards to promised order dates and on-time delivery. The sales forecast is the sales department's best guess at what will be sold in the future, and the production forecast is the production planner's projection of how many end items and derived sub-assemblies will be required to produce in specific periods to meet the forecasted sales.
Execution When materials have been issued, the actual production operations can start and then be executed in the sequence defined by the production order routing. An important part of executing production is to post the production output to a report progress and to update the inventory with the finished items.
Output posting can be done manually, or it can be done automatically with the use of backward flushing. In this case, material consumption is automatically posted along with the output when the production order changes to finished.
You also have to post the scrapped materials and consumed capacities that are not assigned to a production order, such as maintenance work. You can use the output journal and the capacity journal respectively to perform these operations.
Finally, you need to put-away the output of the production. You will perform your put-away task according to how your warehouse is set up as a location. The inbound warehouse request will inform the warehouse that the production order is ready for put-away. In basic warehousing, where your warehouse location requires put-away processing, but does not receive processing, you use the inventory put-away document to organize and record the put-away of the output.
In advanced warehousing, where your location requires both put-away and receive processing, you create either an internal put-away document or a movement document to put away the output.
Costing Many manufacturing companies select a valuation base of standard cost. This also applies to companies that perform light manufacturing, such as assembly and kitting. A standard cost system determines an inventory unit cost based on some reasonable historical or expected cost. Studies of the past and estimated future cost data can then provide the basis for standard costs. These costs are frozen until a decision is made to change them.
The actual cost to produce a product may differ from the estimated standard costs. Standard costs of the manufactured item can consist of direct material cost, labor cost, subcontractor cost, and overhead cost. A batch job can be run to create suggestions to change item costs as well as the standard cost on a work center, machine center, or resource cards. After revising the suggested changes, another batch job will help you to implement them.
Subcontracting When a vendor performs one or more operational steps in production, subcontracting is a standard operational step in many manufacturing companies. Subcontracting can be a rare occurrence or can be an integral part of all production processes. Dynamics NAV provides several tools to manage subcontract work:. Subcontract work center: This is a work center with an assigned vendor subcontractor. The subcontract work center can be used on a routing operation, which allows you to process the subcontracted activity.
In addition, the cost of the operation can be designated at the routing or the work center level. Work center cost based on units or time: This feature enables you to specify whether costs associated with the work center are based on the production time or a flat charge per unit. Although subcontractors commonly use a flat charge per unit to charge for their services, the program can handle both the options: Subcontracting worksheet: This feature allows you to find the production orders with the material ready to be sent to a subcontractor and also allows you to automatically create purchase orders for subcontract operations from the production order routings.
Then the program automatically posts the purchase order charges to the production order during the posting of the purchase order. Only production orders with a released status can be accessed and used from a subcontracting worksheet.
Job The Job area supports common project management tasks, such as configuring a job and scheduling a resource, as well as providing the information needed to manage budgets and monitor progress.
The jobs feature is meant to manage long-term projects that involve the use of man hours, machine hours, inventory items, and other types of usage that you need to keep track of.
Job card The Job Card page shows information about the job, such as the job number, job name, and information about job posting. There is one card for each job. The following screenshot shows a Job Card page:. Phases and tasks A key part of setting up a new job is to specify the various tasks involved in the job. Every job must have a minimum of one task. You create tasks by adding Job Task Lines, as shown in the following screenshot:.
You have additional tools that help to you copy task lines from one job task to another. You can copy from a job task in the job you are working with, or from a job task linked to a different job. Planning You can define each task that you have created for a job into planning lines. A planning line can be used to capture any information that you want to track for a job.
You can use planning lines to add information such as which resources are required or to capture which items are needed to fulfill the job. For example, you may create a task to obtain customer approval.
You can associate that task with planning lines for items such as meeting with the customer and creating a services contract. For each planning line, you must define a line type, which can be schedule, contract, or both.
This is explained as follows:. This line type provides the estimated usage and costs for the job, typically in a time and materials type contract. Planning lines of this type cannot be invoiced. This line type provides an estimated invoicing to the customer, typically in a fixed price contract.
Both schedule and contract: This line type provides a scheduled usage equal to what you want to invoice. In addition, you can specify an account type and fill in information such as quantity.
As you add information, cost information is automatically filled in; for example, when you enter a new line, the cost, price, and discount for resources and items are initially based on the information that is defined on the resource and item cards.
Time sheet You can track machine and employee hours on the project using time sheets. Using the jobs functionality will provide a good overview, not only of individual jobs, but also of the allocation of employees, machinery, and other resources being used in all projects. You can also use this functionality for many types of services and consultancy tasks. You use them to track the time used on a job, service orders, and assembly orders. In addition, you can use them to record simple resource time registration and employee absences.
Time sheets can be set up, so an approval is required before you can post them to the relevant job journal. Invoice jobs During a job's development, job costs such as resource usage, materials, and jobrelated purchases can accumulate.
As the job progresses, these transactions get posted to the job journal. It is important that all costs get recorded in the job journal before you invoice the customer.
You can invoice the whole job or only invoice the selected contract lines. Invoicing can be done after the job is finished or at certain intervals during the job's progress, based on an invoicing schedule. Work in process WIP If a job runs over a long period, you may want to transfer these costs to a Work in Process WIP account on the balance sheet while the job is being completed. You can then recognize the costs and sales in your income statement accounts when it is appropriate.
The calculation is based on the WIP method selected on the individual jobs.
This function only calculates WIP; it does not post it to the general ledger. There are several WIP methods that you can use on your jobs:. Cost value: It starts by calculating the value of what has been provided by taking a proportion of the estimated total costs, based on the percentage of completion.
Invoiced costs are subtracted by taking a proportion of the estimated total costs, based on the invoiced percentage. Cost of sales: It begins by calculating the recognized costs.
Costs are recognized proportionally based on the scheduled total costs. Sales value: It recognizes revenue proportionally based on the usage total costs and the expected cost recovery ratio. Percentage of completion: It recognizes revenue proportionally based on the percentage of completion, that is, the usage total costs against schedule costs.
Completed contract: Completed contract does not recognize revenue and costs until the job is completed. You may want to do this when there is high uncertainty about the estimates of costs and revenue for the job. The system also allows you to create your own job WIP method that reflects the needs of your organization.
Resource planning Many companies use resource management to track the time and effort that is involved in performing and providing services, for example, an employee may visit a site to talk with a customer about a project.
This time and effort can be charged to the customer on a sales order. Resource planning is integrated with jobs, services, and assembly orders.
When resources are used or sold in a job, for example, the prices and costs associated with them are retrieved from the information set up in the resource planning area. But before you can start selling services and jobs or assigning resources to assembly projects, you must set up information about policy and pricing, which can be used in resource transactions.
All pricing information is adjustable.
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Resource card The resource card is used to specify resources, which can be employees, machinery, or other company resources. A lot of companies use the Resource Card to capture the sale of non-stock items and services. This will allow the data entry clerk to select from a list of predefined resources when they are entering a sales document; instead of going to and selecting from the Chart of Accounts.
For most companies, an optimal assignment of resources is an important part of the planning and production process. The following screenshot shows the Resource Card page:. You can base production and project planning on the availability and capacity of resources. Resources can also be included in bills of materials, job planning, and job costing.
Resources can be integrated with the general ledger. Resources can also be posted using the documents in sales and receivables. Global dimensions can be used with resources. You can invoice customers for sales that are composed of various resources.
Resource costs can be calculated. You can use general ledger integration to post costs and revenues that are related to the sale of resources. You can set up alternative costs for resources; for example, if you pay an employee a higher hourly rate for overtime, you can set up a resource cost for the overtime rate. The alternative cost that you set up for the resource will override the cost on the resource card when you use the resource in the resource journal. Pricing You can specify the default amount per hour when the resource is created.
For example, if you use a specific machine on a job for 5 hours, the job would be calculated based on the amount per hour. To correctly manage resource activities, you must set up your resources and the related costs and prices. The job related prices, discounts, and cost factor rules are set up on the job card. You can specify the costs and prices for individual resources, resource groups, or all the available resources of the company.
For services, you can adjust pricing in the Service Item worksheet. A few batch jobs allow you to get resource price suggestions based on standard prices or based on alternative prices. You can then implement the price changes.
Service Providing ongoing service to customers is an important part of any business and this can be a source of customer satisfaction and loyalty, in addition to revenue. Managing and tracking a service is not always easy, but Microsoft Dynamics NAV provides a set of tools to help. These tools are designed to support repair shop and field service operations and can be used in business scenarios such as complex customer service distribution systems, industrial service environments with bills of materials, and high volume dispatching of service technicians with requirements for spare parts management.
With these tools, you can accomplish the following tasks:. In addition, you can standardize coding, set up contracts, implement a discounting policy, and create route maps for service employees.
In general, there are two aspects of service management: The following screenshot shows the main page of the Service area:. Service items A service item is an item that has been sold to a customer and has been registered for a service. A service item has a unique identification number and can be linked to an item. You can assign a warranty to service items and specify the response time for their service.
Service items can consist of many components. Service items can be created automatically when you ship sold items, or you can create them manually. The following screenshot shows the Service Item Card page:. When you have set up service items, you can register them in service orders and service contracts. Servicing some service items may require specific skills. If this is the case, you can assign skill codes to the items to which these service items are linked, or directly to these service items.
This way, when a service is scheduled for the item, you will be able to assign the proper resource to do the job. Sometimes, you cannot repair a service item, but you can choose to replace it instead. Dynamics NAV offers you a chance to replace it either temporarily or permanently.
Contracts One way to set up a service management business is to have standard contractual agreements between you and your customers that describe the level of service and the service expectations. You can set up contract templates, which you can then use to create standardized contracts for your business.
In addition, you can set up a system to create quotes for services and to turn these quotes into contracts. After you have set up the template, you can customize the resulting contract to keep track of service hours, or other items that may vary from customer to customer. Contracts specify general information, which includes information about the serviced customer, the starting date of the contract, the service period, the response time, the bill-to customer, the invoice period, the annual amount, the prepaid and income accounts, price update specifications, and so on.
A contract can include more than one service item. You can also set up a system to keep track of contract status and view how gain and loss information about your contracts is being posted. Price management The price management feature allows you to apply the best price to service orders and set up personalized service price agreements for customers.
You can set up different service price groups, so you can consider the service item or service item group, in addition to the type of fault that the service task involves. You can set up these groups for a limited period of time, or for a specific customer or currency. You can use price calculation structures as templates to assign a specific price to a specific service task.
For instance, this makes it possible to assign specific items included in the service price in addition to the type of work included.
This also makes it possible to use different VAT and discount amounts for different service price groups. To make sure that the correct prices are applied, you can assign fixed, minimum, or maximum prices depending on the agreements that you have with your customers. Before adjusting the price of a service item on a service order, you are provided with an overview of what the results of the price adjustment will be. You can approve these results, or you can make additional changes if you want to have a different result.
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The entire adjustment is performed line by line, which means that there are no additional lines created. The service price adjustment groups are also used to set up the different types of price adjustments.
For example, you can set up a service price adjustment group that adjusts prices for spare parts, one that adjust prices for labor, another that adjusts prices for costs, and so on. You can also specify whether the service price adjustment should be applied to just one specific item or resource, or to all items or resources.
Each service price adjustment group holds the information about the adjustments that you want to make on the service lines, as you can see in the following screenshot:. The service price adjustment function does not apply to service items that belong to service contracts.
You can only adjust the service prices of items that are part of a service order. You cannot adjust the price of a service item if it has a warranty. You cannot adjust the price of a service item on a service order if the service line linked to it has been posted as an invoice, either completely or in part. Service orders Service orders are the documents in the Dynamics NAV Service Management application area in which you can enter information about services repair and maintenance on service items.
Service orders are created in the following instances:. When you convert a service quote to a service order. A service quote can be used as a preliminary draft for a service order.
Service header: It contains general information about the service, such as the customer, the contract related to the order, the service order status, or the start and finish dates. Service item lines: They contain information related to the service item such as the service item number, its description, the serial number, or the response time.
Service lines: You can lend customers loaner items to temporarily replace the service items that you have received for servicing. Service tasks After you have created a service order or service quote and registered service item lines and allocated resources to the service items in the order or quote, you can start repairing and maintaining the service items.
The Service Task page can give you an overview of the service items that need servicing. You can update the information on the service items for each task, such as the repair status, or enter service lines for that service item.
Fault reporting When a customer brings in a service item for repair, you can assign a fault code to indicate the nature of the fault. The fault code can be used with the resolution code to determine the possible repair method to use. In the following screenshot, you can see an example of Fault Codes and Resolution Codes:.
Depending on the level of fault reporting in a company, you might also need to register Fault Area Codes and Symptom Codes. Human resources The human resources feature lets you keep detailed records of your employees. You can register and maintain employee information, such as employment contracts, confidential information, qualifications, and employee contacts. You can also use the human resources feature to register employee absence. Employees To use the human resources feature, you need to create employee cards.
From the employee card, you can enter basic information about the employee. The following screenshot shows the Employee Card page:. Linked to the employee card, you can set up alternative addresses, relatives, qualifications, and miscellaneous information where you can keep track of any information you want; for example, if the employee uses a company car. You can create as many miscellaneous articles as you need and link them to the employees. The human resources application area is linked to the resources application area.
So when you update certain basic information about the employee such as name, address, social security number, employment date, and other relevant information related to the employee in the Employee table, the program automatically updates the resource card for the employee.
Absence registration You can register employee absences and assign different causes of absences. You can then see the information in various ways throughout the program and analyze employee absences. For example, you can compare your company's rate of absenteeism to national or industry-related averages for absenteeism.
A sudden increase in an employee's absences may reflect personal problems on the employee's part. With the Employee Absence table, you can take notice of these problems at an early stage. Most of these local functionalities are related to tax registering and tax reporting, or are legal requirements for the country.
You will find a complete list of local functionalities on this website: Vertical and horizontal solutions As we said earlier in this chapter, a good thing about Dynamics NAV is that it can be customized. A brand new functional area can be created from scratch or new features can be added to an existing area.
Many people and companies have developed new functional areas or have expanded the existing ones, and they have registered their solution as an add-on. This means that the standard functionality of Dynamics NAV is much more extensive than the functional areas we have covered in this chapter. Actually, you can find almost 2, registered add-ons or third-party solutions that cover all kinds of functional areas.
To ensure quality of the add-ons released for NAV, Microsoft has introduced the Certified for Dynamics NAV logo for all add-on partners who have passed rigorous tests through a third-party testing company.
If a customer asks you for a major modification of their Dynamics NAV, the best solution will probably be to look for an existing add-on that already covers your customer's needs. Implementing this solution usually consists of configuration and some limited custom development. On the other hand, if you choose to develop it all from scratch, you might get a lengthy high-cost and high-risk project.
But technology has changed and evolved, and so has Dynamics NAV. The release of Dynamics NAV already brought two new ways of accessing the application: Dynamics NAV also brings new accessibility options: It has also removed the accessibility option, the Classic Client, although it has been maintained and converted for development purposes.
In this section, we will explain the different environments in which you can access your Microsoft Dynamics NAV application. That was its name when the client was first released on Dynamics NAV So, we cannot call it as the RoleTailored client anymore.
The Windows client is based on the individuals within an organization, their roles, and the tasks they perform. Users belonging to different roles will have a different view of the system, each of them seeing only those functions they need to be able to perform their daily tasks.
Switching back and forth between the specific menus in search of a menu item was a frustrating experience, especially for users performing tasks in several functional areas of the application. Unless you used shortcuts, accessing any feature required three or four clicks, provided you knew exactly where it was.
The system also didn't do much to help users focus on what was needed to be done, and after you found the feature you needed, you typically had to spend extra time searching for documents or tasks that needed your attention.
With the Role Tailored Client, the feature jungle was gone. The Windows client allows users to widely customize the data they see on each page. They have the ability to personalize the pages according to their requirements by hiding, moving, and configuring parts contained on the pages and also by saving queries, adding filters, and adding or removing fields. The ribbon can also be customized; you can add, remove, and rename actions, menus, and tabs.
The following screenshot shows what the Role Center of the Windows client looks like. Role Center is the main page of the client, and it is the first page a user sees when entering Dynamics NAV.
This credential type authenticates users using their Windows credentials Active Directory, local workgroup, or the local computer's users. Because they are authenticated through Windows, Windows users are not prompted for credentials when they start the Windows client.
The credentials are then validated by an external mechanism. From a web browser, users can view and modify data from a user-friendly interface that resembles the Windows client where the starting point is Role Center. The Role Center page can be customized according to a user's individual needs based on their role, company, and daily tasks.
The Web client does not replace the Windows client, but complements it by enabling scenarios that are not possible with the Windows client. The following screenshot shows what the Role Center of the Web client looks like:. The full list of the limitations can be found here: Tablet client With NAV , the tablet client has been introduced. The design of the tablet client is focused on how you usually hold the tablet; using both hands holding it like a steering wheel.
The design has been done so that you can navigate between screens using your thumb. The tablet functionalities are based on the web client. So this means that whenever you modify something in a page, it will translate into the web client and the tablet client. By integrating with SharePoint, the Microsoft Dynamics NAV SharePoint client can use the business and administration features in Microsoft SharePoint including workflows, business connectivity services, workspaces, SharePoint authentication, and scalability.
Edit data on pages in web applications and update the changes in the Microsoft Dynamics NAV database using the same metadata and business logic that is rendered in the Microsoft Dynamics NAV Windows client. The Microsoft Dynamics NAV SharePoint client is designed for occasional users who typically need an overview of their daily work status and perform relatively simple or light data entry. Web Services are a lightweight, industry-standard way to make an application functionality available to a wide range of external systems and users.
You can expose pages, codeunits, or queries as Web Services and even enhance a page Web Service with an extension codeunit.
OData Web Services: You can publish either pages or queries as OData services. Page Web Services: When you expose a page as a SOAP Web Service, you expose a default set of operations that you can use to manage common operations such as create, read, update, and delete. For SOAP services, you can also use extension codeunits to extend the default set of operations that are available on a page.
Codeunit Web Services: When a codeunit is exposed as a web service, all the functions defined in the codeunit are exposed as operations. Query Web Services: This component, which was also an end user client in the earlier versions of Microsoft Dynamics NAV, was formerly known as the Classic Client.
You can use the Object Designer to modify the application or to create new application areas. The following screenshot displays how the Development Environment looks like:. As previously mentioned, whatever you change in the development environment will be reflected in all of the different clients. This significantly reduces the development time to deploy changes to your web client, tablet client, and sharepoint client.
Dynamics NAV is focused on roles and their daily tasks and offers solutions in different functional areas including financial management, sales and marketing, purchase, warehouse, manufacturing, job, resource planning, service, human resources, and add-ons created by partners.
We have described each functional area so that you know what can be expected. The development environment is used to develop new features on top of Dynamics NAV. In the next chapter, we will cover the new features released with Microsoft Dynamics NAV in detail. Alternatively, you can buy the book from Amazon, BN. Click here for ordering and shipping details. Chapter No. Flag for inappropriate content.
Related titles. Jump to Page. Search inside document. What you will learn from this book This book is a hands-on tutorial on working with a real Dynamics NAV implementation, providing an insight into the different tools available to migrate data from the client's legacy system into Microsoft Dynamics NAV.
Create reusable data migration packages It will show the implementation of additional or expanding functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, debug error messages, and administer free third-party add-ons to your existing installation.
Vjekoslav Babi is a Microsoft Dynamics NAV expert, consultant, and architect with 18 years of experience in the IT industry and 14 years of experience delivering project success on large-scale, international, and high-risk and implementations of Microsoft Dynamics solutions.
Preface This chapter also explains which kind of data is commonly migrated to Dynamics NAV and the strategies used to migrate it. The topics covered in this chapter are the following: All the relevant information for a user who is processing sales orders are displayed in a business intelligent BI format: Within this service area, you can manage service items, contract management, order processing, planning and dispatching, service tasks, and so on Human resources: SQL Server is the data tier and is used to store the data in a database.
As you have seen earlier in this chapter, the base Dynamics NAV covers the following functional areas: The following screenshot shows the main page of the Financial Management department: We'll give a few details about each of these areas. The following screenshot shows the main Budget page: Schedule Overview window has been displayed in the following screenshot: The following image shows how the currency exchange rates are defined for the USD currency: In the following screenshot, you can see all the fields that can be included in a customer template: The documents with a gray background are the ones from where the process can start: The different limit types that can be used are as follows: The following screenshot shows how the Approval Templates page looks like: The main page of the Purchase area is shown in the following screenshot: Besides the different limits explained before, the purchase approval system includes a new type of limit: Worksheet page looks like after you have run the Calculate Plan Batch job: The following screenshot shows the main page of the Warehouse area: The following screenshot shows an Item Tracking Code Card: Multiple variables can be defined per bin as follows: Their type The type of actions that can be performed on the bin: Where to pick your inventory for shipment purposes Where to store your inventory when it is received There are also documents to manage internal inventory movements, move inventory from one bin to another, and calculate the replenishment of pick bins.
The following screenshot shows the Item Availability by Periods page: The following screenshot shows the main page of the Manufacturing area: You can specify all of this information on the Replenishment tab of the item card as shown in the following screenshot: Work centers Machine centers Resources These are arranged hierarchically and each level contains subordinate levels. To work with capacities, you need to create several calendars: Dynamics NAV provides several tools to manage subcontract work: The following screenshot shows a Job Card page: You create tasks by adding Job Task Lines, as shown in the following screenshot: This is explained as follows: There are several WIP methods that you can use on your jobs: The following screenshot shows the Resource Card page: With these tools, you can accomplish the following tasks: Schedule service calls and set up service orders Track repair parts and supplies Assign service personnel based on skill and availability Provide service estimates and service invoices In addition, you can standardize coding, set up contracts, implement a discounting policy, and create route maps for service employees.
The following screenshot shows the main page of the Service area: The following screenshot shows the Service Item Card page: Each service price adjustment group holds the information about the adjustments that you want to make on the service lines, as you can see in the following screenshot: Service orders are created in the following instances: When a customer requests a service.
Automatically by the program at the time intervals defined in service contracts. Service orders and service quotes are composed of the following instances: In the following screenshot, you can see an example of Fault Codes and Resolution Codes: The following screenshot shows the Employee Card page: The following screenshot shows what the Role Center of the Web client looks like: Three different objects can be exposed as Web Services: The following screenshot displays how the Development Environment looks like: Jikky Jikka.
Piyal Hossain. Packt Publishing. Puneet Bhargava. Himanshu Sharma. Ramin Marghi. Pitutiu Raluca Maria. Thuan Vu Thanh. Himanshu Makkar. Greg Miles. Elon Oketch.
Microsoft Dynamics NAV
Atanacia Ilagan. Rock Lee. More From Packt Publishing. Moodle 3. Unity 5. Sitecore Cookbook for Developers - Sample Chapter. Popular in Engineering. Reza Maleki. Ozzoman Duke. With NAV-Skills. The methodology helps in creating solutions that are easy to upgrade, recognizable for users, and maintainable outside of the ecosystem of their creators. All three elements apply to the original Navision product that shipped in and are extracted, updated, and documented in this methodology.
He started in as an end user and worked eight years for NAV partners after that. Designing and maintaining add-on systems was his specialization. Some of these add-on systems exceed the standard product where it comes to size and complexity.
Coaching colleagues and troubleshooting complex problems are his passion and part of his day to day work. Many end users of Microsoft Dynamics NAV struggle with questions about how to upgrade their two-tier solution to a three-tier solution.
Mark can help you answer these questions and plot a roadmap to the future, retaining the investment in the solution. When Microsoft introduced the three-tier architecture in it meant a major shift for experienced NAV developers and consultant. Mark has trained most of them in The Netherlands and Belgium. He was amongst the first to receive this prestigious award. Partner Ready Software brings fresh ideas of designing applications in NAV and creates awareness for applying design patterns in creating repeatable solutions.
Mark maintains a blog on https: He is also a frequent speaker at Microsoft events. He also publishes articles on Pulse for LinkedIn. Since Mark has been rewarded by Microsoft with the Most Valuable Professional award for his contribution to the online and offline communities. He received the award eleven times. David Studebaker has been a software consulting entrepreneur and manager most of his career while always maintaining a significant role as an application developer.
David has been designing, developing, and teaching software since He has been a founding partner in five software service firms, most recently Studebaker Technology and Liberty Grove Software. David has been writing for publication since his college days. He has experience designing, developing, implementing, and selling in the NAV and SQL Server environments, specializing in retail, manufacturing, job shop, and distribution implementations, mostly in high user-count, high data volume applications.
Chris has worked on many NAV implementations with integrations to external databases and third-party add-on products. Some special applications have included high volume order entry, pick-to-light systems, point of sale, procurement analysis, and web front ends. Chris acts in a consulting and training role for customers and for peer NAV professionals. He provides training both in informal and classroom situations, often developing custom course material to support courses tailored to specific student group needs.
Courses have included various NAV functional and development areas. Before becoming a certified NAV developer, Chris was a certified environmental consultant. His duties included regulatory reporting, data analysis, project management, and subcontractor oversight in addition to managing projects for hazardous material management and abatement.
She soon jumped to full deployment: Right at the beginning, she realized that it was very important for a Dynamics NAV consultant to have a deep knowledge of business workflows. Technical skills are just not enough. So she started training herself in accounting, taxation, supply chain, logistics, and so on. She discovered a whole new world and found it very interesting. After having enough consultancy experience, she got to manage the first project on her own.
And then, she realized that even tech and business knowledge is not enough; she also needed management skills. So, after reading different management books and trying different approaches on the projects she worked on, she decided to deepen her knowledge by taking a master's degree in project management. She is now transitioning to agile management and agile development for better project success.
She continues her training in the three areas tech, business workflows, and management whenever she gets a chance to. The Web is a huge source of inspiration for her: She also contributes by sharing her knowledge and experience with the Spanish Dynamics NAV community.
When Cristina started developing solutions for Dynamics NAV she had no idea about accounting or any kind of business workflows. They don't teach those topics for a technical university career.
Soon, she discovered that it is important to know the set of tools used, but even more important to understand the meaning of whatever you develop. Without knowing accounting rules, practices, and legal requirements, it is impossible to develop useful accounting functionalities even if you are the best developer. Only when you fully understand a company's processes, will you be able to do the appropriate developments.
Having that in mind, she has taken courses in accounting, warehouse management, and operations management. She is also willing to take courses on any other company-related topics. She thinks that the best way to learn is to teach what you are learning to someone else. She has actually learned almost everything she knows about Dynamics NAV by responding to user questions on Internet forums, by writing a blog about Dynamics NAV, and of course by writing the book you have in your hands.
When you have to write about something, you have to experiment, try, investigate, and read. It is definitely the best way to learn. He has project experience in various industries, including telecommunications, insurance, pharmaceuticals, industrial gasses, chemicals, food and beverage, manufacturing, printing, distribution, and retail. Vjekoslav has published more than forty articles on business solutions, software development, database design, and internet technologies; he is the author of the NAV Insights column and an Editorial Advisory Board member with MSDynamicsWorld.
An active blogger, he frequently writes about Microsoft Dynamics implementation methodologies, Sure Step, and Project Management topics on his blog.
He has worked in the computer industry since and currently works in New Zealand for Intergen Ltd. Since getting his honors degree in Computing Science from Staffordshire University, England, he has worked with a variety of custom-written and packaged financial solutions in a variety of roles. From being a very junior developer in a large organization, he went on to be a oneman IT department at a small food manufacturing company in a role that allowed him to learn and develop solutions for a Danish ERP package called 'Concorde XAL'.
David moved into the world of consulting and ERP reselling in where he enjoyed working with some truly brilliant people at Columbus IT Partner and was able to work on international projects in South Africa, Hungary, Poland, and Ireland. David firmly believes that ERP systems are boring and is committed to bringing some entertainment to this dull and listless world. Sign up to our emails for regular updates, bespoke offers, exclusive discounts and great free content.
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