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Microsoft Dynamics NAV Training

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Microsoft Dynamics NAV

Basic training on Microsoft Dynamics NAV for beginners.

Published in: Software, Technology, Business
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Microsoft Dynamics NAV Training

  1. 1. Training
  2. 2. Agenda What is Microsoft Dynamics NAV? Benefits of Microsoft Dynamics NAV NAV Modules NAV Workflow - Flowchart NAV Basics How to Open NAV Database and Company? How to Approve Documents? (Pop-up) Sales Module Create Contacts Create Customer Order Processing Create Sales Order
  3. 3. Agenda Jobs Generate Inquiry Revision Confirmation Modification Completion Open Inquiry Revision Confirmation Modification Completion Sales Reports Accounts Reports
  4. 4. What Is Microsoft Dynamics NAV? What Is Microsoft Dynamics NAV?
  5. 5. What is Microsoft Dynamics NAV? Enterprise Resource Planning (ERP) ERP is business management software that allows an organization to use a system of integrated application to manage business Microsoft Dynamics NAV (formerly Navision) It connects the many moving parts of your organization, giving you better visibility into and control over what's going on in your business. Decisions can be made more quickly and with fewer errors. Data becomes visible across the organization.
  6. 6. 6 Benefits Microsoft Dynamics NAV Familiar to your people Fits with your systems Fuels your business productivity Enables confident decision-making
  7. 7. Microsoft Dynamics NAV More successful than ever • More than 57,000 customers • More than 2,700 certified partners • More than 1,400 add-on solutions • More than 40 localized versions • Sold in more than 150 countries 1 million+ licensed users
  8. 8. What Is Microsoft Dynamics NAV? Microsoft Dyanamics NAV
  9. 9. NAV Modules Sales Technical Purchase Store Production Projects Accounts
  10. 10. What Is Microsoft Dynamics NAV? NAV Workflow - Flowchart
  11. 11. Flow Chart
  12. 12. Sales flow Contact • Contact details Inquiry • Update all information • Estimator prepare and attach Costing sheet and related docs. Customer • When the Project is confirmed • Contact is changed to Customer Conf. Approval • Update Sales Order • Attach Costing Sheet, PPF, SKO, Contract drawings and all related documents • Approve – Sales . Form will go for Approval to Technical Dept
  13. 13. Technical flow Technical • Check Costing Sheet BOQ • Generate Auto BOQ. • Import BOQ to NAV. Item Creation • Generate Item Creation • Import to NAV Confirmation • Form will go for Approval to Technical Dept • Attach Costing Sheet, PPF, SKO, Contract drawings and all related documents • Approve Technical Manger. Form will go for Approval to Purchase Dept
  14. 14. Project Confirmation - Flow Purchase • Reserve the Material (if Material is not available, update availability date in PPF ) • Approve Purchase. Form will go for Approval to Production Dept Production • Check the Project details • Approve Production. Form will go for Approval to Planning Dept Planning • Check the PPF, SKO and Project details. • Approve Planning. Form will go for Approval to Projects Dept Projects • Check the Project details. • Approve Projects. Form will go for Approval to Accounts Dept Accounts • Check the Project details and invoice advance, subject to Payment terms • Approve Projects. Form will go for Final Approval to GM. GM • Check the Project details. • Project confirmation form approved by all.
  15. 15. Production flow Technical • Import Door schedule • Firm planned order • Issue Workorder, subject to receiving of Advance Payment Store • Transfer Items to Production Production • Routing Process – Auto fetch • Consumption Journal • Output Journal , change status as FG and transfer to QC QC • Receive from Production • Check FG • Transfer to Dispatch
  16. 16. Project flow Dispatch • Receive Materials • Generate DO, based on Sales Order • Transfer to Site Accounts • Invoice as per Sales Order • Subject to Payment terms Projects • Project Erection Journal • Update Erected Qty and Manhour, based on Source No. Accounts • Invoice as per Sales Order • Subject to Payment terms Project Completion • Once Project is completed, Completion form has to be generated.
  17. 17. What Is Microsoft Dynamics NAV? NAV Basics
  18. 18. How to Open NAV Database? Server Name  192.168.11.25 Database Name  NAVSVR Authentication  Database Sever Authentication To Login  User ID  Password  Click OK
  19. 19. How to Open Company? Go to File Company Next Step Open Company
  20. 20. NAV Homepage
  21. 21. Documents to Approve (Pop-up)? Documents to approve by user Document Type  Confirmation  Modification  Indent  PO Department Project No Date & Time  (Received) Send by
  22. 22. To view approvals
  23. 23. How to Approve? Click Functions - Concerned
  24. 24. Document Approved
  25. 25. To view the Approved / Pending Approval Go to Sales Document Approval  Documents to Approved  Approved Doc. List
  26. 26. What Is Microsoft Dynamics NAV? Sales Module
  27. 27. How to Create Contact? In Sales Module Go to Sales Click Contacts To Create In No. Press F3 Will generate new contact Update the field Contact is generated. Note :- Before creating contact, ensure the same is available
  28. 28. How to Create Customer? In Sales Module Go to Sales Click Customers To Create In No. Press F3 Will generate new customer Update the field Customer is generated.
  29. 29. How to Create Sales Order Header? In Sales Module Order Processing Click Orders To Create In No. (Press F3) Fill the Project No Select the Customer No Sales Order Header is generated. .
  30. 30. How to Create Sales Order Line? After Sales Order Header generation Next step for Tech Import Item Import BOQ Sales has to update all field like Type – Item No. – FG No LPO Description Quantity Then Post
  31. 31. What Is Microsoft Dynamics NAV? Jobs
  32. 32. How to generate Job (Project)? In Sales Module Click Jobs To Create new Job In No. Press F3 Will generate new Job Select Bill to contact Update all fields Job is generated
  33. 33. How to generate Predefined Temples ? In Job Click Get Predefined Temples Select templates reqrd. Costing sheet Quote Click Update
  34. 34. How to generate Predefined Temples ? In Job Click Get Predefined Temples Select templates reqrd. Costing sheet Quote Click Update
  35. 35. How to view / import / export attachments ? In Sales Module Jobs Job Click Attachments To Open attachment Click Attachment To Import / Export Attachment Click Functions
  36. 36. How to Generate forms ? Inquiry, Revision, Confirmation, Modification & Completion In Sales Module Jobs Generate Product Form selection
  37. 37. How to Open/ View forms ? Inquiry, Revision, Confirmation, Modification & Completion In Sales Module Jobs Open Product Form selection
  38. 38. How to View Project List? In Sales Module Jobs Click List
  39. 39. Filter Projects based on Project No Project Name Client Name Sales Person Estimator Job Type Category Job Status Inquiry Date Conf. Date
  40. 40. NAV – New, Delete, Find, Filters, Sort, List & Export New (F3) Delete (FF) Find (Ctrl +F) Felid Filter (F7) Table Filter (Ctrl +F7) Flow Filter ( Shift + F7) Show all (Shift+Ctrl+F7) Sort (Shift + F8) First, Previous, Next & Last List Export to Word Export to Excel
  41. 41. Thank You Ramesh Kumar. S

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