Getting Started with NAV Classic Setup

This is a 3-Day Microsoft Dynamics NAV Training Class showing how to “Setup” Dynamics NAV. (Version: 4.0, 5.0, 6.0 Classic)

Designed for: System Administrator.

Objectives: This is a 2-Day Microsoft Dynamics NAV Setup Training Class covers “How to Setup Dynamics NAV Software”. This training is designed specifically for the person that will be setting up your Dynamics NAV Database. We start with how to create a “New” Company and then build all the setup information from there.

Topics Included: Creating new Companies, Setup Checklist, Accounting Periods, Number Series, Chart of Accounts, Account Schedules, Dimensions, Analysis Views, Data Migration for Master Files and Transaction Files, Posting Groups, Tax Setup, Report Selections, Opening Entries, Security Setup, Backup and Restore, Importing Modified Objects, Year End Close setup.

Learning Segments

CD 1 of 2:

First Steps
0.0 – How to use this Training CD
1.0 – Using the Navigation Pane
2.0 – How to create a new Company
3.0 – The Setup Checklist
Setup
4.0 – Accounting Periods
5.0 – Number Series
6.0 – Chart of Account Numbers
7.0 – COA consideration if using Dimensions
8.0 – Account Schedules
9.0 – Dimensions
10.0 – Analysis Views

Static Data Entry
11.0 – Supporting Data entry
Primary Data entry
Defaults Setup & Quick Edit Forms

Data Migration – Importing Static Data
12.0 – Data Migration Considerations
13.0 – Import using the RIM Tool
14.0 – Import using Dataports

CD 2 of 2:

Transactional Data Entry
15.0 – Journal Type Transactions: (Enter then Post)
16.0 – Journal Setups
17.0 – Document Type Transactions: (Enter then Post)

Setup of Posting Groups, Taxes, and Reports
18.0 – Posting Groups
19.0 – Tax Setup
20.0 – Report Selections
21.0 – Check your setup

Opening Entries
22.0 – GL, Customer, and Vendor opening balances (Journal Entries)
23.0 – Opening Sales Quotes and Opening Sales Orders

Data Migration – Part II – Import Transactional Data
24.0 – Importing into Journals
25.0 – Importing into Documents

System Administration
26.0 – Security
27.0 – Backup and Restore
28.0 – Importing Modified Objects

Periodic Activities
29.0 – Posting Dates and Year End Close

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