Book Image

Implementing Microsoft Dynamics NAV - Third Edition

By : Alex Chow
Book Image

Implementing Microsoft Dynamics NAV - Third Edition

By: Alex Chow

Overview of this book

Microsoft Dynamics NAV 2016 is an Enterprise Resource Planning (ERP) application used in all kinds of organizations around the world. It provides a great variety of functionality out-of-the-box in different topics such as accounting, sales, purchase processing, logistics, or manufacturing. It also allows companies to grow the application by customizing the solution to meet specific requirements. This book is a hands-on tutorial on working with a real Dynamics NAV implementation. You will learn about the team from your Microsoft Dynamics NAV partner as well as the team within the customer’s company. This book provides an insight into the different tools available to migrate data from the client’s legacy system into Microsoft Dynamics NAV. If you are already live with Microsoft Dynamics NAV, this books talks about upgrades and what to expect from them. We’ll also show you how to implement additional or expanding functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, debug error messages, and implement free third-party add-ons to your existing installation. This book will empower you with all the skills and knowledge you need for a successful implementation.
Table of Contents (19 chapters)
Implementing Microsoft Dynamics NAV Third Edition
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Using reports


Dynamics NAV has a bunch of reports that can be used out of the box. Some other reports may have been added by a partner and can also be used.

The first thing you need to know to be able to execute the application reports is where to find them.

Finding reports

To find the application reports, follow the given steps:

  1. Click on Departments and then select any functional area; Sales & Marketing, for instance.

  2. The main menu for the selected functional area will appear on the screen. Every item you can find inside a menu for an application area has a category associated with it. In the menu, there is a way to view the items according to their category. The following screenshot illustrates the existing categories in Dynamics NAV:

  3. Select Reports and Analysis.

  4. All items under the Reports and Analysis category for the functional area selected will be shown.

But reports are not only found on the main menu. They can also be found in many application pages where only the reports that are valuable...