Přednáší ...

Lektoři z firmy: PC-DIR Real, s.r.o.

Obsah kurzu/školení

Module 1: Set Up a Company with the RIM Toolkit
This module 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
Module 2: Set Up Number Series
This module 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
Number Series
Module 3: Set Up Journal Templates and Batches
This module provides an overview of journal templates and journal batches to explain their purpose and composition. This module 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
Module 4: Set Up Posting Groups
In this module, 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
Module 5: Set Up Dimensions
In this module, 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
Module 6: Manage User Rights and Profiles
This module 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 module 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
Module 7: Set Up and Manage Document Approvals
This module 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 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

Cíl školení / poznámka ke kurzu

This one-and-a-half-day course, Application Setup in Microsoft Dynamics NAV 2009, 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.

Informace o rekvalifikaci

Tento kurz není rekvalifikační

Účastník kurzu obdrží certifikát