Chapter
1:
Set Up a Company with the RIM Toolkit
This chapter provides individuals in charge of application setup, such as implementation consultants or customer staff, with the tools to set up a new company using the RIM toolkit, in addition to creating new records based on RIM data templates.
Lessons:
- Manual Setup vs. RIM
- RIM Toolkit Overview
- Using the RIM Toolkit
- Demonstration: Create a Setup Questionnaire
- Demonstration: Initialize a New Company Based on the Setup Questionnaire
- Use Data Templates
- Migrate Data
Lab : Create a Setup Questionnaire
Lab : Import and Apply a Setup Questionnaire
Lab : Create a New Contact Data Template
Lab : Create and Export the Vendor Data Migration File
Lab : Complete the Migration of Vendor Data
After completing this chapter, students will be able to:
- Explain the dependencies between RIM and manual setup work.
- Introduce the different components and processes of the RIM toolkit.
- Explain and demonstrate all tasks in a RIM process.
- Create a setup questionnaire.
- Initialize a new company with a setup questionnaire.
- Create data templates.
- Migrate customer data.
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Chapter
2:
Set Up Number Series
This chapter explains the purpose of number series and how to manually set them up, including how to define number series relationships to use multiple number series on a single number series.
Lessons:
Lab : Create a Number Series
After completing this chapter, students will be able to:
- Explain the purpose of companywide number series.
- Set up number series.
- Create number series relations.
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Chapter
3:
Set Up Journal Templates and Batches
This chapter provides an overview of journal templates and journal batches to explain their purpose and composition. This chapter also explains how to set up a journal template and demonstrates how to create two journal batches based on one journal template.
Lessons:
- Journal Templates, Batches, and Lines
- Create Journal Templates and Batches
Lab : Create a Journal Batch
After completing this chapter, students will be able to:
- Explain the purpose and organization of journal templates and journal batches.
- Create general journal templates and general journal batches.
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Chapter
4:
Set Up Posting Groups
In this chapter, the three types of posting groups are described and set up, and then the functions of a posting group structure are demonstrated using a posted sales invoice.
Lessons:
- Specific Posting Groups
- General Posting Groups
- General Posting Setup
- VAT Posting Groups
- VAT Posting Setup
- Additional VAT Posting Setup
- Procedure: Determine Posting Groups
- Demonstration: Post and Review a Sales Transaction
Lab : Set Up an Inventory Posting Group
Lab : Create a Product Posting Group
Lab : Copy a General Posting Setup Line
Lab : Create a VAT Posting Group
Lab : Copy a VAT Posting Setup
After completing this chapter, students will be able to:
- Explain and set up specific posting groups.
- Create a general posting setup.
- Create an inventory posting setup.
- Explain and set up VAT posting groups.
- Create a VAT posting setup.
- Review an additional VAT posting setup.
- Review posting setups based on the chart of accounts.
- Demonstrate how posting groups direct a sales transaction.
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Chapter
5:
Set Up Dimensions
In this chapter, all aspects of dimensions are defined and set up, including Dimension Values, Dimension Combinations, Default Dimensions, and Default Dimension Priority.
Lessons:
- Dimensions and Dimensions Values
- Dimension Types
- Dimension Combinations
- Default Dimensions
- Default Dimension Priority
- Demonstration: Work with Default Dimension Priorities
Lab : Set Up a Dimension with Dimension Values
Lab : Set Up a Dimension Combination
Lab : Assign a Default Dimensions to a Single Account
Lab : Assign Default Dimensions to Multiple Accounts
Lab : Assign Vendor Account Type Default Dimensions
After completing this chapter, students will be able to:
- Explain and set up dimensions and dimension values.
- Explain the different dimensions types: Global, Shortcut, and Budget.
- Explain and demonstrate how dimension combinations are set up.
- Explain and demonstrate the three levels of default dimensions, including single, multiple, and account type.
- Explain the purpose of default dimension priorities.
- Demonstrate the use of default dimension priorities in general journals.
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Chapter
6:
Manage User Rights and Profiles
This chapter explains the concepts of logins, roles, and permissions, which are critical to managing user rights in Microsoft Dynamics NAV. The module demonstrates central administrator tasks and offers recommendations about how to most effectively secure data in the system with logins for both the RoleTailored client and Classic client. This chapter also explains how to set up and assign users to profiles for use in the RoleTailored client.
Lessons:
- Authentication
- Security Setup Overview
- Security Sectup for RoleTailored Client
- User Profile Setup for the RoleTaloired Client
- Demonstration: Create a New Role
- Demonstration: Apply SQL Server Security Filters
- Security Setup for Classic Client
- User-Specific Setup
- Active Directory Security
Lab : Create a Windows Login and Assign Roles
Lab : Assign a Profile
After completing this chapter, students will be able to:
- Explain how authentication works in Microsoft Dynamics NAV.
- Manage security for RoleTailored client users.
- Create, assign and work with user profiles for the RoleTailored client.
- Create a new role and give permissions to it.
- Apply security filters in Microsoft Dynamics NAV with Microsoft SQL Server.
- Manage security for Classic client users.
- Perform user-specific setup.
- Use Active Directory with Microsoft Dynamics NAV.
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Chapter
7:
Set Up and Manage Document Approvals
This chapter is an introduction to process of setting up and managing the document approval system. It covers the general setup of approval users and documents to approve, including amount limits. Additionally, the module discusses how to customize the e-mail notification system related to the approval system.
Lessons:
- Set Up Document Approvals
- Demonstration: Set Up User Logins for Document Approvals
- Demonstration: Set Up Approval Users in a Hierarchy
- Set Up the Notification System
- Send Overdue Notifications
- Delegating Substitute Approvers
Lab : Set Up Document Approvals
After completing this chapter, students will be able to:
- Set up the general features of the document approval system.
- Set up approval templates.
- Set up user logins for use with Document Approvals.
- Set up approval users in a hierarchy.
- Set up the notification system for approvals.
- Manage overdue notifications.
- Maintain substitute approvers.
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