Microsoft Dynamics NAV Basic training on Microsoft Dynamics NAV for beginners.

1. Training

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. Agenda
Jobs
Generate
Inquiry
Revision
Confirmation
Modification
Completion
Open
Inquiry
Revision
Confirmation
Modification
Completion
Sales Reports
Accounts Reports

4. What Is Microsoft Dynamics NAV?
What Is Microsoft Dynamics NAV?

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
Benefits Microsoft Dynamics NAV
Familiar to your people Fits with your systems
Fuels your
business productivity
Enables confident
decision-making

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. What Is Microsoft Dynamics NAV?
Microsoft Dyanamics NAV

9. NAV Modules
Sales
Technical
Purchase
Store
Production
Projects
Accounts

10. What Is Microsoft Dynamics NAV?
NAV Workflow - Flowchart

11. Flow Chart

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. 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. 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. 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. 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. What Is Microsoft Dynamics NAV?
NAV Basics

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. How to Open Company?
Go to File
Company
Next Step
Open Company

20. NAV Homepage

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. To view approvals

23. How to Approve?
Click Functions - Concerned

24. Document Approved

25. To view the Approved / Pending Approval
Go to Sales
Document Approval
 Documents to
Approved
 Approved Doc. List

26. What Is Microsoft Dynamics NAV?
Sales Module

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. 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. 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. 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. What Is Microsoft Dynamics NAV?
Jobs

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. How to generate Predefined Temples ?
In Job
Click Get Predefined
Temples
Select templates reqrd.
Costing sheet
Quote
Click Update

34. How to generate Predefined Temples ?
In Job
Click Get Predefined
Temples
Select templates reqrd.
Costing sheet
Quote
Click Update

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. How to Generate forms ?
Inquiry, Revision, Confirmation, Modification & Completion
In Sales Module
Jobs
Generate
Product
Form selection

37. How to Open/ View forms ?
Inquiry, Revision, Confirmation, Modification & Completion
In Sales Module
Jobs
Open
Product
Form selection

38. How to View Project List?
In Sales Module
Jobs
Click List

39. Filter Projects based on
Project No
Project Name
Client Name
Sales Person
Estimator
Job Type
Category
Job Status
Inquiry Date
Conf. Date

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. Thank You
Ramesh Kumar. S