Book Image

Microsoft Dynamics NAV 2013 Application Design - Second Edition

By : Marije Brummel
Book Image

Microsoft Dynamics NAV 2013 Application Design - Second Edition

By: Marije Brummel

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)

Other patterns

The previously discussed pattern with journals and documents is by far the most important transaction structure. But Microsoft Dynamics NAV also has other structures as well.

The three most important other patterns are CRM, jobs, and manufacturing. These areas are all umbrella structures for other processes.

Relationship management

Microsoft Dynamics NAV RM helps you to maintain master data and analyze transactional data. It is both at the very start of the data process and at the end.

We have already seen the customer, vendor, and bank master data records. But what if a vendor is also a customer, or vice versa. We don't want to maintain the same data twice. We might also want to keep extra information such as contact persons and the interests of our customers and vendors. We'll see more of that in Chapter 4, Relationship Management.

There is also a need to analyze the data we have created with the document and journal structure.

Jobs

Sometimes, a project can be more comprehensive than just a purchase and/or a sales document. A project can take from several weeks to over a year and requires multiple documents.

The job structure in Dynamics NAV allows you to handle this. Every document and journal transaction can be attached to a job, making it easy to analyze profit and loss and even schedule your jobs.

The jobs module also allows you to do a calculation before you start the project and balance this calculation throughout the process.

Manufacturing

When you produce your own items, you have different needs in your ERP process than when you only purchase the items you sell.

The manufacturing module of Microsoft Dynamics NAV allows you to handle this process. Basically what it does is create an item out of one or more other items and resources.