Getting Started with Setup

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

Designed for: System Administrator.

Objectives: This is a 2-Day Class covering “How to Setup NAV Software”. This class is designed specifically for the person that will be setting up your 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.

This class is designed for the person that will be setting up NAV. We start with how to create a New Company and then build all the foundation from there.

Listen to Rick explain the contents of this class:

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

Buy today for only: $795 USD