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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
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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

Getting started

Before we start creating any new jobs, we should have a look at the following data and posting model of the Microsoft Dynamics NAV Jobs module:

The starting point is the job table that has Job Tasks and Job Planning Lines that we can use for budgeting and planning. Each job can have its own prices.

The Job Planning Lines get invoiced through the standard Microsoft Dynamics NAV Sales functionality, which then creates Job Ledger Entries.

How many jobs

The first step is setting up a new job. There can be different angles on setting up jobs. This depends on how we want to work with the system. The minimum requirement is to have at least one job per bill to customer. This enables us to do the invoicing. Some companies use jobs this way to use it as a pre-invoice engine.

Another angle can be to set up new jobs nicely for each project that we do for the customer. In our case, this starts with the basic Dynamics NAV implementation. When this is finished...

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Microsoft Dynamics NAV 2013 Application Design
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