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Introduction to Navision 4.00

Šumavská 15, Brno , Czech Republic

Jaromír Skorkovský, MS., PhD. Training Manager

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Brno by night

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Introduction of the trainer

Name : Jaromír Miki Skorkovský Company :Future Engineering. a.s. Job role : Training Manager

Experience with product ……

Favorite hobby/activity/languages/other professional areas ………

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Class Information

Starting timeEnding timeBreaksLunchTelephonesPrerequisitesLanguage

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Training Materials

• Navision DEMO 4.00 (description of limits)• Courseware 8324A• PWP FEAS (not a part of the standard materials, could be

purchased upon request) • Courseware (Slides MBS Navision for every course)• Training plan for every course

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Training Plan I 8324A

• Getting started

• Terminology (see Appendix B in the Courseware) • Basic principles (shortcut keys, icons, links, sorting, searching, online help, windows, copy and paste, editing fields,…)

• Instruction on how to change the look of your Navision (moving, showing. changing column width and changing row height)

• License File – pricing – granules

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Training Plan II 8324A

• Filters ( Field Filter, Table Filter, Flow Filter)

• Used Shortcuts (W,T,C,CM,CY,…)

• Objects (Tables, Forms, Reports,…) –see C/SIDE to see other

• Navigation – drill down features

• Technology (database, versions, backup, companies, security levels, Navision Application Server (middle tier used to execute Business Logic without User Intervention, ), MS SQL Server , SIFT Technology, C/SIDE, Optimistic Concurrency, Relations between Tables

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Training Plan III 8324A

• Order Processing (Purchases) – short introduction to Inventory • Payables and General Ledger Basic Principles• Order Processing (Sales) • Receivables and General Ledger • Dimensions (Dimension Types : Global, Shortcut and Budget)• Finance- reporting (basics)• Manufacturing (upon request)• Marketing • Resource Planning • Service Management (basics) • HR

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License file part I (header)

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License file part II (lines)

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License file part III (lines)

Other groups : Purchase and Payables, Inventory, Resources and Jobs,Cash Management, Relationship Management (CRM), Fixed Assets, Service Management, Manufacturing,…… see license itself

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Price List (part of it)

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License (granules) description (~ 62 pages)

Dependency

A

B

To have B you have to Acquire A

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Filters I

Tool bar

Field Table Flow

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Filters II

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Filters III

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Filters IV

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Filters V

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Quick View of Icons and F Keys I

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Quick View of Icons and F Keys II

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Quick View Shortcut Keys I

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Quick View Shortcut Keys II

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Searching

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Sorting I

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Sorting II

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Sorting III

Creation of the Table 60000and Form 60000 – and enter dataand keys ….

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Sorting IV

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DATA SECURITY

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CHANGE LOG SETUP Security and control

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ERP and its entries

Vendor(Customer)

Item

Entries

Entries

Detailed Entries

Value Entries

Dimension Entries

Dimension Entries

Account

General Ledger Entries

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Dimensions I

• Global dimensions

• Shorcut dimensions

• Budget dimensions

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Dimensions II

Oblast= Area

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Dimenions III

Dimension Values

Go to the Navisionto see combinations..

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Dimensions (Budget Dim) IV

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Database Version I - Optimistic Concurrency

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Database Version II

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B + tree Dividers (no data)Data

Searching „Sandy“

= Search path

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Processing overview – chapter 3 (8324A)

Warehouse Management System

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Purchase, payables and General ledger Processing – chapter 3 (8324A)

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Inventory posting as a result ofBusiness Cases (Sale, Purchase,..) – 2 phases

Phase 1 :Quantity posting,Modification of the Value Entries, GLnot affected

Phase 2 :Value posting to the GL

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Vendor setup

Other folders will be explained ON-LINE

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Item setup

Other folders will be explained ON-LINE

OR

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Purchase Order Processing

Item

Vendor

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Posting of the Purchase Order (PO)

PO

Vendor Ledger Entries (VLE) Detailed VLEItem Ledger Entries (ILE)Value Entries

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Payables Processing Vendor –Summary Aging Report

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Payables Processing Vendor – Payment Journals I

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Payables Processing Vendor – Payment Journals II

See ON-LINEoperations

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Brno from Spilberg

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Brno from Spilberg other part

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Thanks a lot for Your time

Miki Skorkovský