Microsoft Dynamics NAV Training

Training

Agenda

What is Microsoft Dynamics NAV?Benefits of Microsoft Dynamics NAV

NAV ModulesNAV Workflow - Flowchart NAV Basics

How to Open NAV Database and Company?How to Approve Documents? (Pop-up)

Sales ModuleCreate Contacts Create CustomerOrder Processing

Create Sales Order

AgendaJobsGenerate

InquiryRevisionConfirmationModificationCompletion

OpenInquiryRevisionConfirmationModificationCompletion

Sales ReportsAccounts Reports

What Is Microsoft Dynamics NAV?


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.

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Benefits Microsoft Dynamics NAVFamiliar to your people Fits with your systems

Fuels yourbusiness productivity

Enables confidentdecision-making

Microsoft Dynamics NAVMore 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


Microsoft Dyanamics NAV

NAV Modules

SalesTechnicalPurchase StoreProductionProjectsAccounts


NAV Workflow - Flowchart

Flow Chart

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

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

Project Confirmation - FlowPurchase

• 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.

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

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 Completio

n

• Once Project is completed, Completion form has to be generated.


NAV Basics

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

How to Open Company?

Go to File

Company

Next Step

Open Company

NAV Homepage

Documents to Approve (Pop-up)?

Documents to approve by user

Document Type Confirmatio

n Modificatio

n Indent PO

DepartmentProject NoDate & Time

(Received)Send by

To view approvals

How to Approve?Click Functions - Concerned

Document Approved

To view the Approved / Pending Approval

Go to Sales

Document Approval

Documents to Approved

Approved Doc. List


Sales Module

How to Create Contact?

In Sales Module

Go to Sales Click Contacts

To CreateIn No.Press F3Will generate new contactUpdate the field

Contact is generated.

Note :- Before creating contact, ensure the same is available

How to Create Customer?

In Sales ModuleGo to Sales Click Customers

To CreateIn No.Press F3Will generate new customerUpdate the field

Customer is generated.

How to Create Sales Order Header?

In Sales ModuleOrder Processing Click Orders

To Create In No. (Press F3)Fill the Project NoSelect the Customer No

Sales Order Header is generated.

.

How to Create Sales Order Line?

After Sales Order Header generation

Next step for TechImport ItemImport BOQ

Sales has to update all field like

Type – ItemNo. – FG No LPO DescriptionQuantity

Then Post


Jobs

How to generate Job (Project)?

In Sales Module

Click Jobs

To Create new Job

In No.Press F3Will generate new JobSelect Bill to contact Update all fields

Job is generated

How to generate Predefined Temples ?

In JobClick Get Predefined Temples

Select templates reqrd.

Costing sheetQuote

Click Update

How to view / import / export attachments ?

In Sales ModuleJobsJobClick Attachments

To Open attachment

Click Attachment

To Import / ExportAttachmentClick Functions

How to Generate forms ?Inquiry, Revision, Confirmation, Modification & Completion

In Sales ModuleJobsGenerateProductForm selection

How to Open/ View forms ?Inquiry, Revision, Confirmation, Modification & Completion

In Sales ModuleJobsOpenProductForm selection

How to View Project List?

In Sales ModuleJobsClick List

Filter Projects based on

Project NoProject NameClient NameSales PersonEstimatorJob TypeCategoryJob StatusInquiry DateConf. Date

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 & LastListExport to WordExport to Excel

Thank You Ramesh Kumar. S

Microsoft Dynamics NAV Training

Software

Transcript of Microsoft Dynamics NAV Training