Book Image

Microsoft Dynamics NAV Administration

Book Image

Microsoft Dynamics NAV Administration

Overview of this book

Microsoft Dynamics NAV is an Enterprise Resource Planning (ERP) software product that integrates financial, manufacturing, supply chain management, sales and marketing, project management, human resources, and services management information from across your organization, into a centralized database. It can take hours to browse through documentation and references available online to learn how to install, configure, deploy and administer Dynamics NAV. This book aims to offer quick-start information in one place.You will be amazed to find out how easily you can administer Dynamics NAV using this quick step-by-step guide. This book also has recommendations for software and hardware requirements including operating system considerations and hardware considerations for administering Dynamics NAV to your advantage. It covers some advanced functions to set up periodic activities, common batch jobs, and create object files. It will also guide you to secure your database by creating backups and improving performance with practical examples.First you will look at the considerations for deploying Dynamics NAV and best practices and the most important aspects of every ERP installation. Then you will install Dynamics NAV—client and server components and use Dynamics NAV with the Microsoft Stack.We discuss the Dynamics NAV Security Architecture including security recommendations and best practices. You will then create and restore backups. This book covers some recommendations about performance tuning—using appropriate code syntax, proper hardware sizing, and considerations for writing customized C/AL code while using SQL Server database.Finally, you will set up procedures for scheduling pre-defined reoccurring processes, error and exception handling procedures, and provide mechanisms for automatic data processing on the server. Also, you will learn different methods used in handling, promoting to the database, and creating object files—tables, reports, codeunits, forms, pages, dataports and XMLports.
Table of Contents (15 chapters)
Microsoft Dynamics NAV Administration
Credits
Foreword
About the Authors
About the Reviewers
Preface
Free Chapter
1
Setting up the Environment for Dynamics NAV

Reporting capabilities in NAV


Designing reports in NAV2009 is divided into the following parts:

  • Defining the data model for the report

  • Defining relationships

  • Designing the layout

  • Matrix design

  • Adding links to external objects or other reports

  • Conditional formatting

Defining the data model

The first step is to define the data model for the report. This is done using the Classic client option in NAV.

To define the data model, perform the following steps:

  1. 1. Open Object Designer from the Classic client by using the function key F12 or from the Tools menu.

  2. 2. In Object Designer, click Report and then click the New button to open the new report.

  3. 3. In the Table field, click the drop-down arrow, and then select the table. In this example, we will design a report that shows the quantity of items sold to a customer. Therefore, choose the location table in the Table List window.

  4. 4. Select the Create a Blank report option. If we are designing a simple list or a form-type report, we can choose the Create using...