The Light CompanyThe demonstration data

NOTICE

This material is for informational purposes only. Navision a/s disclaims all warranties and conditions with regard to use of the material for other purposes. Navision a/s shall not, at any time, be liable for any special, direct, indirect or consequential damages, whether in an action of contract, negligence or other action arising out of or in connection with the use or performance of the material. This material is subject to change without notice.According to Danish copyright legislation it is against the law to reproduce any part of this material in any form or by any means without the permission of Navision a/s.The software described is supplied under license and must be used and copied in accordance with the enclosed license terms and conditions.

COPYRIGHT NOTICE

Copyright 2002 Navision a/s, Frydenlunds Allé 6, DK-2950 Vedbaek, Denmark. All rights reserved.

TRADEMARKS

The trademarks referenced herein and marked with either TM or are either trademarks or registered trademarks of Navision a/s or Navision Development a/s. However, the trademarks Microsoft, Windows, Windows NT, SQL Server and BackOffice are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

Any rights not expressly granted herein are reserved.

The trademarks of Navision a/s and Navision Development a/s are listed on this Web site: http://trademarks.navision.com

The Arial font was used.

Published by Navision a/s.

Published in Denmark 2002.

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Table of contentsTable of content.................................................................................................................3Reading guidelines............................................................................................................4Importing the demo data files............................................................................................4Company Information........................................................................................................7Currency............................................................................................................................7Bank Management.............................................................................................................8Periods...............................................................................................................................8Sales..................................................................................................................................8Customers (accounts receivable)......................................................................................9Production........................................................................................................................10Vendors........................................................................................................................... 12Assembling......................................................................................................................12Painting............................................................................................................................12Organization....................................................................................................................13Projects............................................................................................................................15Address format................................................................................................................16Number Sequence code..................................................................................................17Users............................................................................................................................... 17Price Agreements............................................................................................................17Customer Line discount...................................................................................................19Customer multi line discount............................................................................................20Customer Total discount..................................................................................................21Vendor Sales Prices........................................................................................................21Vendor Line discount.......................................................................................................22Vendor multi line discount................................................................................................23Vendor Total discount......................................................................................................23Inter Company.................................................................................................................23Commission.....................................................................................................................26Batch................................................................................................................................27How to delete transactions in a demonstration data set..................................................28Demonstration of the Enterprise Portal............................................................................30How to enable Configuration Keys...................................................................................30

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Reading guidelinesAny reference to a menu point in the text is prefixed by an @ e.g.@Main Menu/Basic/Setup/Company Information/General

Any example of a variable value is included in single quotes ‘ ‘ e.g. Var: ‘text’, here the variable Var is assigned the value text.

Any reference in the text to another place in the document uses the name of the paragraph in the table of contents.

Importing the demo data filesOn the CD you will find a set of demo data in the folder Import Data/Demonstration Data. The demo data includes system tables that Microsoft Navision Axapta uses for e.g. user information.

IMPORTANT:

Before import you MUST enable all configuration keys - EXCLUDING country functionality except the one for Switzerland. (@Administration/Setup/System/Configuration). See also “How to enable Configuration Keys”.

We recommend that you import system tables the first time you install demo data on your demo installation.

Go to the import form through @Menu/Administration/Periodic/Data export/import

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Fill out the Demo Data.dat filename in the field ‘File name’ using the icon.

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Select ‘Include system and shared tables’ under the ‘Advanced’ tab page and press ‘OK’.

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During the import you will be prompted with a pop-up form regarding deleting tables.

Warning: Do NOT click the ‘Yes to all’ button!

Press ‘OK’.

The import will end with a ‘infolog’ like the one below:

The import is done.

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You should use this company when using the demo scripts provided by Microsoft Navision. Additional copies of the demo data should be imported excluding the systems tables as system tables should not be imported again after the installation is up and running.

The files are provided in the binary format because .CSV files do not include fields of type ‘Container’. Binary files are also faster to import and export.

Company information@Main Menu/Basic/Setup/Company Information/GeneralCompany name: ‘The Light Company a/s’Street name: ‘Frydenlunds Alle 6’Postal (Zip) code: ‘ DK-2950’City: ’ Vedbaek’Country: ’DK’

@Main Menu/Basic/Setup/Company Information/OtherThe company will use Euro as main currency and just like Microsoft Navision Axapta it will use ‘En-us’ as company language.

CurrencyExchange rates are based on the rates from the official homepage of the Danish National Bank on the 5. February 2002.

The primary currency is EUR, euro, €.

Exchange rates are found at url: http://www.nationalbanken.dk/nb/nb.nsf/alldocs/Fvalutakurser or http://www.valutakurser.dk

@General ledger/Setup/Exchange rates

Currency: Description:‘CAD’ ‘Canadian Dollars’‘DKK’ ‘Danish Kroner’‘EUR’ ‘Euro’‘GBP’ ‘British Pound’ ‘USD’ ‘US Dollars’

Exchange rate: Reciprocal value:’58,85’ ‘169,9235’

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’13,462’ ‘742,8317’‘100,0000’ ‘100,0000’‘163,4100’ ‘61,1958’ ‘115,0800’ ‘86,8961’

Bank managementThe Light Company uses Future Bank and Scandinavian Trade Bank, two non-existent banks.

@Bank/Bank accounts/Overview

Bank account: ‘Cash1’, Name: ‘Cash Account Future Bank’, Bank groups: ‘Main Bank’, Routing number: ‘9955’, Bank account number: ‘123456’, Ledger account: ‘18110’, Currency: ‘EUR’

Bank account: ‘STB-DKK’, Name: ‘Scandinavian Trade Bank’, Bank groups: ‘STB’, Routing number: ‘1234’, Bank account number: ‘333333’, Ledger account: ‘18125’, Currency: ‘DKK’

Bank account: ‘STB-EUR’, Name: ‘Scandinavian Trade Bank’, Bank groups: ‘STB’, Routing number: ‘1234’, Bank account number: ‘222222’, Ledger account: ‘18120’, Currency: ‘EUR’

PeriodsGeneral ledger/Setup/Periods/Periods

New periods have been generated from the 20011201 to 20060101. This will give us the possibility to work with date from a previous period and budgets for coming periods

The fiscal year is divided into twelve periods. One period is equal to one month since a lot of companies uses a month as a period posting and invoicing.

SalesThe Light Company sells their products worldwide.

The Light Company sells bulbs, lamps, parts, pedestals, raw materials, lampshades, and service items which is reflected in the chart of accounts from account 40100 and forth.The Light Company sells projects which is reflected in the chart of accounts from account 42000 and forth. For further specifications see “projects”.

Discount is handled through the @Inventory management/Setup/Price/Discount and is in the chart of accounts at account 40300 and forth.

They sell six types of lamps:

Floor Lamp

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Table lampPendent lampWall lampOffice lampModeling enabled lamps

See Production for further details.

Customers (Accounts receivable)The Light Company has divided their customers into groups:

Customer group Description Terms of payment Settle period10 Furniture stores M30 D320 Retail stores M D830 Wholesalers M15 D840 Specialty stores M15 D350 Foreign M30 D1460 Other Customers D14 D370 Inter Company M30 D8

The groups are made for the purpose of being able to make reports on sales.

The most important customer is ‘The Bright Idea’ that is placed in Vienna in Austria.

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ProductionThe Light Company produces lamps and also parts of the lamps.

The production typically follows the production flow below:

1 Punching2 Primary Press

3 Secondary Press4 Acid_Bath5 Painting6 Assembly 7 Packing

Subsequently the lamps are stored in the warehouse as lamps ready for sale.

A lamp will generally look more or less like this:

This is a table lamp.

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The types are:

Floor Lamp Table lamp Pendent lamp Wall lamp

They will be named with the prefix of the type, e.g.: Pendant Lamp 2500 Black or Floor Lamp 2500 Color. The following items are assembled something like this:

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Lampshade

Socket,Made of special tubes

Lamp arm,Made of tubes and paint

Lamp pedestals,Made of metal plates and paint

VendorsLight Company produces some of the items for the lamps and some parts they buy.

The vendors are divided into areas as where they are located:

Vendor group Description Terms of payment Settle periodDOM Domestic Vendors M15 D3FOR Foreign Vendors M30 D3IC Inter Company M15 D8MN Minnesota Vendors M15 D3OTH Other Vendors M30 D3

AssemblingNormally the Light Company assembles the lamps themselves but occasionally they choose to have a vendor for this job.

3009 Handyman Co. in Copenhagen, Denmark is used for this job.

PaintingNormally the Light Company paints the parts themselves but occasionally they choose to have vendor for this job.

3010 Metalwork Inc. also in Copenhagen is used for this job.

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Bulb Cord,Made of pieces from a cable roll

Plug

OrganizationKeith Light (KLI)

President and founder

Emil Pedersen (EPE)Director of production

Eric Watson (EWA)Purchase Manager

Linda Smith (LSM)Team leader,

Standing lamps

Allan Morrison (AMO)Team leader, Pendent

and wall lamps

Emily Merryman (EMA)Team leader,Raw materials

Margaret Jones (MJO)Team leader,Lamp parts

Helen HarperTeam Leader,Table Lamps

Worker, Anders Jensen(AJE)Worker, Janice Albright(JAL)Worker, Poul Senna(PSE)

Worker, Lucy Endive(LEN)Worker, Mariann Jensen(MJE)Worker Ralph Flubert(RFL)

Mads Pedersen (MPE)Director of Project

Jane Smith (JSM)Team leader,

Team I

Emma Lane (ELA)Team leader,

Team II

Andrea Wayne (AWA)Team leader,

Team III

Project Manager,Jan Light(JLI)Light Consultant,René Walsh(RWA)Light Tecnician,Jim Laketown(JLA)

Project Manager,John Hansen(JHA)Light Consultant,Niel Hansen(NHA)Light Technician,Lars Jensen(LJE)

Project Manager,Ann Larsen(ALA)Light Consultant,Judith Wella(JWE)Light Technician,John Luke(JLU)

Tina Gold (TG)Director of sales

Tim Jones (TJO)Team leader,

Countries

John Holm (JHO)Team Leader,

Projects

Salesman, EU,Hugh Jones(HJO)Salesman, EU,Lee Dunlap(LDU)Salesman,Foriegn countries,Karen Hansen(KHA)Salesman,Foriegn countries,Warren Franklin(WFR)

Salesman, privatecompanies,Mark Potter(MPO)Salesmanpuliccompanies,Darren Waldo(DWA)

Jeremy Counter (JCO)Administrative Director

Keith Light(KLI)President and founder

Worker, Emma Baker(EBA)Worker, Maurice Ferris(MFE)Worker, Kevin Shirer(KSH)

Organization

Beth Adkins (BAD)Team leader,warehouse

Worker, Olga Bender(OBE)Worker, Shawna Adams(SAD)Truck Driver, Niels Pedersen(NPE)

Richard Baldwin (RBA)Team leader,

Finance Department

June Clearya (JCL)Team leader,

HR Department

Financial Assistent,James Davis(JDA)

HR assistent,Poul Barnes(PBA)

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The production is divided into department related to types of lamps whereas sales is divided into departments related to types of customers and localization.

This means that The Light Company has the following job titles:

Director of Administration Director of Production Director of Projects Director of Sales Financial Assistant HR Assistant Light Consultant Light Technician President Project Manager Purchase Manager Purchaser Salesman Team Leader Truck Driver Worker

The Light Company has the following departments and cost centers:

@Main Menu/Basic/DimensionsDimension Number Description EmployeeDepartment Admin Administration department JCODepartment Prod Production department EPEDepartment Proj Project department MPEDepartment Purch Purchase department EWADepartment Sales Sales department TGOCost center Coun Sales countries TJOCost center Fina Finance RBACost center Human Human resource JALCost center Pend Pendant- and wall lamps AMOCost center Ppart Purcase parts MJOCost center Praw Purcase raw material EMACost center Sproj Sales Project JHOCost center Stand Standing lamps LSMCost center Table Table lamps HHACost center Team 1 Project team 1 JSMCost center Team 2 Project team 2 ELACost center Team 3 Project team 3 AWACost center Ware Warehouse BAD

The initials are for the head of the departments.

A calendar has been set up for a standard office:

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From To Efficiency07:00 11:30 100,0012:00 15:30 100,00

and a 24-hour one to be used in the production area.

ProjectsThe Light Company produces and distributes lamps etc. for resale. The Company also handles complete light installations and in this way makes revenue as a retailer. New lamps are designed and the production layout etc. is defined. All this is handled via the Project module.

The four basic project types are used in the following way:

1. InternalInternal Hour registrationResearch & Development

2. Fixed-pricePrivate Sector (Completed Contract)Public Sector (Completed Percentage)

3. Time & MaterialShort Term (No accruals)Long Term (Accrued Turnover)

4. Summary

The reason for using the more aggressive assessment principle, completed percentage, on public sector projects is that the public sector is generally considered more secure in regards to payments/financial capacity.

Other subdivisions are also done. Examples of that can be seen @Main Menu/Project/Setup/Validation. The validation feature gives you the possibility to define allowed combinations of Projects, Categories and Employees. Validation is set up in the demo company but NOT enabled. This can be done under Project Parameters.The distinction between contract and service projects is that working on a contract project you create something new where as on a service project you keep something existing going. (Remember our aim is to show different functionality. It can’t always be 100% realistic.)

Project 9004 is a service project with an on account invoice every month on the 11 th. And then a monthly invoice the last day in every month when the on account invoice is offset.

Project 9005 was a minor job at Habitat. The job was finished and invoiced in January 2002.

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Project 9009 is integrated with the CRM module. A campaign is handled via the Project Module.

Address formatThe Light Company has the address formats from the ‘Default data’.

It has (Zip) codes for the following cities:

Postal (Zip) code City Search name Street name Country2000 Sydney Sydney AU20008 Washington Washington US28006 Madrid Madrid ESA-1015 Wien Wien ATB-1014 Bruxelles Bruxelles BEDUBLIN Dublin Dublin IEIC-121 Reykjavik Reykjavik ICN-0244 Oslo Oslo NO2514 AB Den Haag Haag NLD-10722 Berlin Berlin DEDK-1000 Copenhagen Copenhagen DKDK-2950 Vedbaek Vedbaek DKDK-3600 Frederikssund Frederikssund DKDK-4000 Roskilde Roskilde DKDK-4600 Koege Koege DKL4B 4N4 Ontario Ontario CAM5S 1S4 Toronto Toronto CAS-11186 Stockholm Stockholm SEL22 1RA Liverpool Liverpool UKSW1X 9SR London London UKTW12 2LL Hampton Hampton UK

The Light Company is set up with the following ‘Default data’ countries:

AT – AustriaAU – AustraliaBE – BelgiumCA – CanadaDE – GermanyDK – DenmarkES – SpainIE – IrelandNL – NetherlandsNO – NorwaySE – SwedenUK – Great Britain

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US – United States of AmericaZA – South Africa

Number sequence codeThe number sequences have been generated using templates; you should expect some number sequences to be broken.

UsersUsers, user groups, and permissions are not part of the setup. We refer to the course ‘Advanced administration’ where you can learn more about setting up users and user groups.

Price agreementsCustomer Sales Prices.

Customer Price group PUB is created.Customers: 4016, Department of Revenue and4017, National School Administration and4018, National Technical University

are attached to customer price group PUB.

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The below sales prices are created.

ItemCode ItemRelationAccountCode

AccountRelation

QuantityAmounCurrency Amount SearchAgain

Table B-R14 Table 4020 0EUR 0,45YesTable B-R6 Table 4020 0EUR 0,28YesTable ESB-005 Table 4020 0EUR 8,45YesTable ESB-007 Table 4020 7,75EUR 7,75YesTable ESB-009 Table 4020 0EUR 6,5YesTable ESB-011 Table 4020 0EUR 6,75YesTable ESB-013 Table 4020 0EUR 7,25YesTable ESB-015 Table 4020 0EUR 8,25YesTable FL-Penlight Table 4020 0EUR 2,25YesTable FL-Standard Table 4020 0EUR 3YesTable FLL-2500 Table 4020 0EUR 4,02YesTable FT-018 Table 4020 0EUR 3,8YesTable FT-018 Group PUB 500EUR 4,75YesTable FT-018 Group PUB 1000EUR 4,25YesTable FT-036 Table 4020 0EUR 3,8YesTable FT-036 Group PUB 500EUR 5,75YesTable FT-036 Group PUB 1000EUR 5,25YesTable FT-058 Table 4020 0EUR 4,4YesTable FT-058 Group PUB 500EUR 6,25YesTable FT-058 Group PUB 1000EUR 5,75YesTable INST/Hr Table 4020 0EUR 8,5YesTable OL-1000 Table 4020 0EUR 6,25YesTable OL-1200 Table 4020 0EUR 7,25YesTable OL-1500 Table 4020 0EUR 8,25YesTable P-1000/C-Config Table 4020 0EUR 1,15YesTable REP/Hr Table 4020 8,5EUR 0YesTable RM-BTube/10 Table 4020 0EUR 0,65YesTable RM-Cable/3 Table 4020 0EUR 0,08YesTable RM-Metal/1 Table 4020 0EUR 1,7YesTable RM-Paint/B Table 4020 0EUR 4,5YesTable RM-Paint/R Table 4020 0EUR 5,25YesTable RM-Paint/W Table 4020 0EUR 4,5YesTable RM-PTube/12 Table 4020 0EUR 0,35YesTable S-Shade/B30 Table 4020 0EUR 1,4YesTable S-Shade/Color_Size Table 4020 0EUR 1,15YesTable S-Shade/Config Table 4020 0EUR 1,1YesTable S-Shade/F30 Table 4020 0EUR 1,9YesTable S-Shade/R30 Table 4020 0EUR 1,6YesTable S-Shade/W30 Table 4020 0EUR 1,4YesTable SBC-040 Table 4020 0EUR 0,3YesTable SBC-060 Table 4020 0EUR 0,4YesTable SBC-100 Table 4020 0EUR 0,6YesTable SBP-040 Table 4020 0EUR 0,35YesTable SBP-060 Table 4020 0EUR 0,45YesTable SBP-100 Table 4020 0EUR 0,65Yes

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ItemCode ItemRelationAccountCode

AccountRelation

QuantityAmounCurrency Amount SearchAgain

Table SBR-040 Table 4020 0EUR 0,55YesTable SBR-060 Table 4020 0EUR 0,55YesTable SBR-100 Table 4020 0EUR 0,75YesTable SP-CeilingRose Table 4020 0EUR 0,4YesTable SP-Lamparm Table 4020 0EUR 0,04YesTable SP-Lamparm/Long Table 4020 0EUR 0,08YesTable SP-Plug Table 4020 0EUR 0,9YesTable SP-Socket/12 Table 4020 0EUR 0,55YesTable SP-Wallbox Table 4020 0EUR 2,45Yes

Customer line discount

Customer line discount group ESB-MC is created.Customers:4004, The Specialist and4009, Habitat and4010, The Lamp Shop

are attached to customer line discount group ESB-MC.

Customer line discount group SB_MC is created.Customers:4002, The Bright Idea and4019, The Bulb

are attached to customer line discount group SB_MC

Item line discount group B GLD is createdItems:

ESB-005 Energy Saving Bulb 5 WattESB-007 Energy Saving Bulb 7 WattESB-009 Energy Saving Bulb 9 WattESB-011 Energy Saving Bulb 11 WattESB-013 Energy Saving Bulb 13 WattESB-015 Energy Saving Bulb 15 WattSBC-040 Standard Bulb Clear 40 WattSBC-060 Standard Bulb Clear 60 WattSBC-100 Standard Bulb Clear 100 WattSBP-040 Standard Bulb Pearl 40 WattSBP-060 Standard Bulb Pearl 60 WattSBP-100 Standard Bulb Pearl 100 WattSBR-040 Standard Bulb Red 40 WattSBR-060 Standard Bulb Red 60 WattSBR-100 Standard Bulb Red 100 Watt

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Are attached to item line discount group B GLD

The below line discounts are created.

Item CodeItem Relation

Account Code

Account Relation Quantity Currency Perc1

Search Again

Table ESB-005 Group ESB_MC 100 EUR 10 YesTable ESB-007 Group ESB_MC 100 EUR 10 YesTable ESB-009 Group ESB_MC 100 EUR 10 YesTable ESB-011 Group ESB_MC 100 EUR 10 YesTable ESB-013 Group ESB_MC 100 EUR 10 YesTable ESB-015 Group ESB_MC 100 EUR 10 YesGroup B_GLD Group SB_MC 500 EUR 5 Yes

Customer multiline discountCustomer multiline discount group B_MC is created.Customers:4002, The Bright Idea and4019, The Bulb

are attached to customer multiline discount group B_MC

Item multiline discount group ESB_ML is created

Items:

ESB-005 Energy Saving Bulb 5 WattESB-007 Energy Saving Bulb 7 WattESB-009 Energy Saving Bulb 9 WattESB-011 Energy Saving Bulb 11 WattESB-013 Energy Saving Bulb 13 WattESB-015 Energy Saving Bulb 15 Watt

Are attached to item multiline discount group ESB_ML

Item multiline discount group SB_ML is created

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SBC-040 Standard Bulb Clear 40 WattSBC-060 Standard Bulb Clear 60 WattSBC-100 Standard Bulb Clear 100 WattSBP-040 Standard Bulb Pearl 40 WattSBP-060 Standard Bulb Pearl 60 WattSBP-100 Standard Bulb Pearl 100 WattSBR-040 Standard Bulb Red 40 WattSBR-060 Standard Bulb Red 60 WattSBR-100 Standard Bulb Red 100 Watt

Are attached to item multiline discount group SB_ML

The below multiline discounts are created.

Item CodeItem Relation

Account Code

Account Relation Quantity Currency Perc1

Search Again

Group ESB_ML Group B_MC 100 EUR 25 YesGroup SB_ML Group B_MC 25000 EUR 40 Yes

Customer total discountTotal discount is allowed on all items, but no special agreement is made.

Vendor purchase prices.

Vendor Price group B_GA is created.Vendors: 3001, Lamps Inc. and3003, Office World

are attached to Vendor price group B_GA.

The below purchase prices are created.

Item CodeItem Relation

Account Code

Account Relation

Quantity Amount Amount Currency

SearchAgain

Table FLL-2500 Table 3024 0 4,02 EUR YesTable FT-018 Group B_GA 100 3,7 EUR YesTable FT-018 Group B_GA 1000 3,3 EUR YesTable FT-018 Group B_GA 5000 2,7 EUR YesTable FT-036 Group B_GA 100 3,7 EUR YesTable FT-036 Group B_GA 1000 3,3 EUR YesTable FT-036 Group B_GA 5000 2,7 EUR YesTable FT-058 Group B_GA 100 4,3 EUR YesTable FT-058 Group B_GA 1000 3,9 EUR YesTable FT-058 Group B_GA 5000 3,1 EUR Yes

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Vendor line discount

Vendor line discount group ESB_MV is created.Vendors:3000, Electro-House and3004, Falcon Shipping and3005, Midlands Electricity and3006, Severn Trent Water and3007, Western Bank

are attached to Vendor line discount group ESB_MV.

Vendor line discount group SB_MV is created.Vendors:3001, Lamps Inc. and3003, Office World

are attached to Vendor line discount group SB_MV.

Item line discount group B_GLD is createdItems:ESB-005 Energy Saving Bulb 5 WattESB-007 Energy Saving Bulb 7 WattESB-009 Energy Saving Bulb 9 WattESB-011 Energy Saving Bulb 11 WattESB-013 Energy Saving Bulb 13 WattESB-015 Energy Saving Bulb 15 WattSBC-040 Standard Bulb Clear 40 WattSBC-060 Standard Bulb Clear 60 WattSBC-100 Standard Bulb Clear 100 WattSBP-040 Standard Bulb Pearl 40 WattSBP-060 Standard Bulb Pearl 60 WattSBP-100 Standard Bulb Pearl 100 WattSBR-040 Standard Bulb Red 40 WattSBR-060 Standard Bulb Red 60 WattSBR-100 Standard Bulb Red 100 Watt Are attached to item line discount group B_GLD

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The below line discounts are created.

Item CodeItem Relation

Account Code

Account Relation Quantity Currency Perc1

Search Again

Table ESB-007 Group ESB_MV 100 EUR 10 YesTable ESB-007 Group ESB_MV 1000 EUR 30 YesTable ESB-007 Group ESB_MV 100 EUR 10 YesTable ESB-007 Group ESB_MV 1000 EUR 30 YesTable ESB-009 Group ESB_MV 100 EUR 10 YesTable ESB-009 Group ESB_MV 100 EUR 10 YesTable ESB-009 Group ESB_MV 1000 EUR 30 YesTable ESB-009 Group ESB_MV 1000 EUR 30 YesTable ESB-011 Group ESB_MV 100 EUR 5 YesTable ESB-011 Group ESB_MV 100 EUR 5 YesTable ESB-011 Group ESB_MV 1000 EUR 10 YesTable ESB-011 Group ESB_MV 1000 EUR 10 YesGroup B_GLD Group SB_MV 1000 EUR 2 YesGroup B_GLD Group SB_MV 1000 EUR 2 YesGroup B_GLD Group SB_MV 2000 EUR 3 YesGroup B_GLD Group SB_MV 2000 EUR 3 YesGroup B_GLD Group SB_MV 10000 EUR 10 YesGroup B_GLD Group SB_MV 10000 EUR 10 Yes

Vendor multiline discountNo setup of multiline discount for vendors.

Vendor total discountTotal discount is allowed on all items, but no special agreement is made.

IntercompanyOrganizationsIn @Basic/Setup/Gateway/Organizations organizations number 4020 is created. The organization is pointing at company account DMO. If for some reason the Company Account for the Demo Company is NOT DMO, the extension on the organizations must be corrected.

Organizations/ReferenceCustomer 4020 and vendor 3024 are attached to intercompany organization 4020 as references.

Organizations/Possible ActionsIntercompany organization 4020 is allowed to perform all possible actions (Sales Order, Sales Order Invoice and Purchase Order).

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Organization/Inquiries/setup

Sales Order Sales InvoicePurchase Order

Document value Not specified Not specified Not specifiedCompany code - - -Document value External code External code Not specifiedCustomer code IC IC -Document value Not specified Not specified External codeVendor code - - ICDocument value Our Our OurCountry code - - -Document value Our Our OurState code - - -Document value Our Our OurCounty code - - -Document value Our Our OurPostal (Zip) code - - -Document value Company item Company item Company itemItem Number Code - - -Bar code setup - - -Value - - -Document value Our Our OurUnit code - - -Document value Our Our OurCurrency code. - - -Document value Our Our OurDelivery terms codes - - -Document value Our Our OurMode of delivery code - - -Document value Not specified Not specified Not specifiedMisc. charges code - - -

External CodesOn External code IC on customer 4020, the value IC-4020 is added.On External code IC on Vendor 3024, the value IC-4020 is added.

Intercompany Items

Item number Item nameCI-B-R14 Battery Baby R14CI-B-R6 Battery Penlight R6CI-ESB-005 Energy Saving Bulb 5 WattCI-ESB-007 Energy Saving Bulb 7 WattCI-ESB-009 Energy Saving Bulb 9 WattCI-ESB-011 Energy Saving Bulb 11 WattCI-ESB-013 Energy Saving Bulb 13 WattCI-ESB-015 Energy Saving Bulb 15 WattCI-FL-Penlight Flash Light PenlightCI-FL-Standard Flash Light Standard

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Item number Item nameCI-FT-018 Fluorescent Tube 18 WattCI-FT-036 Fluorescent Tube 36 WattCI-FT-058 Fluorescent Tube 58 WattCI-INST/Hr Installation HoursCI-OL-1000 Office Lamp 1000 1-tubeCI-OL-1200 Office Lamp 1000 1-tubeCI-OL-1500 Office Lamp 1500 2-tubesCI-P-1000/Black Pedestal Painted 1000/BlackCI-P-1000/Red Pedestal Painted 1000/RedCI-P-1000/White Pedestal Painted 1000/WhiteCI-P-2000/B Pedestal Painted 2000 BlackCI-P-2000/R Pedestal Painted 2000 RedCI-P-2000/W Pedestal Painted 2000 WhiteCI-PL-2500/Black Pendant Lamp 2500 BlackCI-PL-2500/White Pendant Lamp 2500 WhiteCI-REP/Hr Repair HoursCI-RM-BTube/10 Brass Tube 10 mmCI-RM-Cable/3 Cable 3 mmCI-RM-Metal/1 Metal Plate 1000*1000*1 mmCI-RM-Paint/B Black PaintCI-RM-Paint/R Red PaintCI-RM-Paint/W White PaintCI-RM-PTube/12 Plastic Tube 12 mmCI-S-Shade/B30 Lamp Shade Black 30 cmCI-S-Shade/Black Lamp Shade/BlackCI-S-Shade/Black/30 Lamp Shade/Black/30CI-S-Shade/Black/40 Lamp Shade/Black/40CI-S-Shade/Black/50 Lamp Shade/Black/50CI-S-Shade/Blue/30 Lamp Shade/Blue/30CI-S-Shade/Blue/40 Lamp Shade/Blue/40CI-S-Shade/Dgrey/30 Lamp Shade/DGrey/30CI-S-Shade/DGrey/40 Lamp Shade/DGrey/40CI-S-Shade/F30 Lamp Shade Frosted 30 cmCI-S-Shade/Gold/30 Lamp Shade/Gold/30CI-S-Shade/Gold/40 Lamp Shade/Gold/40CI-S-Shade/Green/30 Lamp Shade/Green/30CI-S-Shade/Green/40 Lamp Shade/Green/40CI-S-Shade/LGrey/30 Lamp Shade/LGrey/30CI-S-Shade/LGrey/40 Lamp Shade/LGrey/40CI-S-Shade/Pink/30 Lamp Shade/Pink/30CI-S-Shade/Pink/40 Lamp Shade/Pink/40CI-S-Shade/R30 Lamp Shade Red 30 cmCI-S-Shade/Red Lamp Shade/RedCI-S-Shade/Red/30 Lamp Shade/Red/30CI-S-Shade/Red/40 Lamp Shade/Red/40CI-S-Shade/Silver/30 Lamp Shade/Silver/30CI-S-Shade/Silver/40 Lamp Shade/Silver/40CI-S-Shade/W30 Lamp Shade White 30 cm

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Item number Item nameCI-S-Shade/White Lamp Shade/WhiteCI-S-Shade/White/20 Lamp Shade/White/20CI-S-Shade/White/30 Lamp Shade/White/30CI-S-Shade/White/40 Lamp Shade/White/40CI-S-Shade/Yellow/30 Lamp Shade/Yellow/30CI-S-Shade/Yellow/40 Lamp Shade/Yellow/40CI-SBC-040 Standard Bulb Clear 40 WattCI-SBC-060 Standard Bulb Clear 60 WattCI-SBC-100 Standard Bulb Clear 100 WattCI-SBP-040 Standard Bulb Pearl 40 WattCI-SBP-060 Standard Bulb Pearl 60 WattCI-SBP-100 Standard Bulb Pearl 100 WattCI-SBR-040 Standard Bulb Red 40 WattCI-SBR-060 Standard Bulb Red 60 WattCI-SBR-100 Standard Bulb Red 100 WattCI-SP-CeilingRose Ceiling RoseCI-SP-Lamparm LamparmCI-SP-Lamparm/Long Lamparm LongCI-SP-Plug PlugCI-SP-Socket/12 Socket 12 mmCI-SP-Wallbox Wall boxCI-TBL-2500/Black Table Lamp 2500 BlackCI-TBL-2500/Red TBL-2500/RedCI-TBL-2500/White Table Lamp 2500 White

CommissionCommission is applied to all Sales Personnel in the Sales department.

Tina GoldTim JonesHugh JonesLee DunlapKaren HansenWarren FranklinMark PotterAllan Waldo

Commission depends on the item commission group.Bulbs 5%Lamps 20%Parts 7%RawMat 2%Pedestal 2%Shades 9%

The item commission groups correspond with the item groups

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It is a general company policy that commission is calculated on margin after line discount.

As the sales personnel works in a team, they share commission.

Tina Gold, Director of Sales, and Tim Jones, Team leader, get commission on all sales.

The following Sales Groups are made.

1. EU sales groupTina Gold 5%Tim Jones 15%Hugh Jones 40%Lee Dunlap 40%

2. Foreign countriesTina Gold 5%Tim Jones 15%Karen Hansen 40%Warren Franklin 40%

There is no commission in the project sales department.

BatchThe item RM-Cable/3, Cable 3 mm is batch number controlled. The following batches in on-hand

Batch number

Manu-facturing date Expiry date

No-000001 09-03-2002 29-03-2002No-000002 08-03-2002 28-03-2002No-000003 14-03-2002 03-04-2002No-000004 15-03-2002 04-04-2002No-000005 13-03-2002 02-04-2002No-000006 16-03-2002 05-04-2002

How to delete transactions in a demonstration data setFrom time to time we have been asked to make a set of demonstration data that did not have any transactions. However, you can easily create one yourself.

1. You start opening Microsoft Navision Axapta within the company from which you wish to delete the transactions.

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2. You go to @Administration/Periodic/Data export/import/Definition groupsYou make a new table definition group (ctrl+n)

3. You fill in e.g. Definition group: ‘DWT’ Name: ‘Def without trans’

4. You go to the tab page ‘Include table group’ and you clear these options:TransactionWorksheetHeaderWorksheetLine

You click the OK button.The definition group DWT is now ready

5. Mark the DWT and press the button ExportSpecify a location for the file and press OK

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6. Microsoft Navision Axapta will export the company without transactions

7. You can now import the file into a new empty company using the standard import tool @Administration/Periodic/’Data export/import’/Import

You just point at the file without using a definition group, and press OK!

Demonstration of the Enterprise PortalDuring the demonstration of the Enterprise Portal it is very important that you have enabled all the Configuration Keys.

How to enable Configuration KeysYou go to the Configuration form from the Main menu:@Administration/Setup/System/Configuration

Here you enable all Configuration Keys, except for the one to the Country-specific features that should only be enabled for your country.

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When all the Keys underneath a Configuration Key node are enabled the check box is colored white like ‘Administration’ otherwise it is colored gray like ‘Country-specific features.

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