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Microsoft Dynamics NAV 2013 Application Design

Microsoft Dynamics NAV 2013 Application Design - Second Edition

By : Marije Brummel, Mark Brummel
4.7 (3)
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Microsoft Dynamics NAV 2013 Application Design

Microsoft Dynamics NAV 2013 Application Design

4.7 (3)
By: Marije Brummel, Mark Brummel
Buy this Book

Overview of this book

This book is a focused tutorial on Microsoft Dynamics NAV application development to help you develop complete applications and not just application outlines. This hands-on guide starts off by introducing the supply chain that you will be using throughout the book. You will then implement the Microsoft Dynamics NAV ERP suite and learn to set it up and customize it for various industries. You will learn how to customize Dynamics NAV to suit the different aspects of a business such as financial management, relationship management, production, jobs, trade, storage, logistics, and so on. The book will take you through these Microsoft-designed application features and show you how to customize and extend them safely. Therefore, by the end of this book, you will be able to create a structure of your own in Microsoft Dynamics NAV.
Table of Contents (12 chapters)
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Preface
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Preface
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What this book covers
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What do you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
Chapter 1: Introduction to Microsoft Dynamics NAV
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Chapter 1: Introduction to Microsoft Dynamics NAV
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Versions and history
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What is this book about
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Setup versus customization
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The beauty of simplicity
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Design patterns
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Structure of this book
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The Role Tailored concept
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The building blocks
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Dynamics NAV in throughout supply chain
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Some basic design patterns
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Architectural design patterns
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Balancing
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Flow fields and flow filters
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More journals and entries
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Combining the journals into processes
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Other patterns
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Summary
2
Chapter 2: A Sample Application
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Chapter 2: A Sample Application
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Fit-gap analysis
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Getting started
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Designing a journal
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The posting process
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Invoicing
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Navigate
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Summary
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Chapter 3: Financial Management
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Chapter 3: Financial Management
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Chart of accounts
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Working with general journals
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Customizing financial management
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Integrating with financial management
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Chapter 4: Relationship Management
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Chapter 4: Relationship Management
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How companies work
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Customizing relationship management
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Summary
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Chapter 5: Production
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Chapter 5: Production
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What is production?
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Basic production principles
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Getting started
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Vertical industry implementation
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Summary
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Chapter 6: Trade
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Chapter 6: Trade
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The process
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Sales and purchasing
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Inventory management
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Warehouse management
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Reservations
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Trade in vertical industries
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Summary
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Chapter 7: Storage and Logistics
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Chapter 7: Storage and Logistics
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How to read this chapter
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The storage application
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The logistics application
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The invoicing application
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Add-on flexibility
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Summary
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Chapter 8: Consulting
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Chapter 8: Consulting
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The process
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Getting started
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Changing jobs
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Summary
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Chapter 9: Interfacing
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Chapter 9: Interfacing
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Interface types
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Interfacing technologies
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Standard application interfaces
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Interface methodologies
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Interfacing into the future
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Summary
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Chapter 10: Application Design
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Chapter 10: Application Design
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Application life cycle
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Version and object management
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Development methodology
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The project
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Summary
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Installation Guide
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Installation Guide
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Licensing
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Installing the objects

Sales and purchasing

Traditionally, salespersons used to work with paper order forms. They would write down the customer name and address and the items or services required.

Paper order form

In Microsoft Dynamics NAV, the paper document is replaced by a sales and purchase document using a header for the general order information and lines to register the items and services.

The posting process breaks down the information in the document into the journals and posts them, so the end user does not have to worry about this. The application reuses the same posting routines as we discussed in earlier chapters.

Let's look at how the documents and journals tie together by drawing the table and transaction scheme for this:

The first step is creating the document. When we create this Sales Document (Sales Header and Sales Line), nothing is posted. We are only entering the information into the system that can be changed at any time.

When we start the Codeunit Sales...

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Microsoft Dynamics NAV 2013 Application Design
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