RIM toolkit

Number series

Journal templates and batches

Posting groups

Dimensions

Database logins, including roles and permissions

Navigation Pane Designer

Document approvals

Introduction to Microsoft Dynamics NAV 5.0 course

Knowledge of basic accounting principles and ERP user roles

Structure of the Application Setup in Microsoft Dynamics NAV 5.0 training course

Manual Setup versus RIM

Overview of the Rim Toolkit

Using the RIM Toolkit

Demonstration – Create a Setup Questionnaire

Demonstration - Initialize a New Company Based on the Setup Questionnaire

Demonstration - Use Data Templates

Demonstration - Migrate Data

Lab 1.1 - Create a Setup Questionnaire

Lab 1.2 - Import and Apply a Setup Questionnaire

Lab 1.3 - Create a New Contact Data Template

Lab 1.4 - Create and Export the Vendor Data Migration File

Lab 1.5 - Complete the Migration of Vendor Data

Explain the dependencies between RIM and manual setup work.

Introduce the different components and processes of the RIM toolkit.

Explain and demonstrate all tasks in a RIM process.

Create a setup questionnaire.

Initialize a new company with a setup questionnaire.

Create data templates.

Migrate data.

Number Series

Lab 2.1 – Create a Number Series

Explain the purpose of company-wide number series.

Set up number series.

Create number series relations.

Overview

Create Journal Templates and Batches

Lab 2.1 – Create a Number Series

Explain the purpose and organization of journal templates and journal batches.

Create general journal templates and general journal batches.

Specific Posting Groups

General Posting Groups

General Posting Setup

VAT Posting Groups

VAT Posting Setup

Additional VAT Posting Setup

Determine Posting Groups

Demonstration - Post and Review a Sales Transaction

Lab 4.1 - Set up an Inventory Posting Group

Lab 4.2 - Create a Product Posting Group

Lab 4.3 - Copy a General Posting Setup Line

Lab 4.4 - Create a VAT Posting Group

Lab 4.5 - Copy a VAT Posting Setup

Explain and set up specific posting groups.

Explain and set up general posting groups.

Create a general posting setup.

Create an inventory posting setup.

Explain and set up VAT posting groups.

Create a VAT posting setup.

Review additional VAT posting setup.

Review posting setups based on the chart of accounts.

Demonstrate how posting groups direct a sales transaction.

Dimensions and Dimension Values

Dimension Types

Dimension Combinations

Default Dimensions

Default Dimension Priority

Demonstration - Work with Default Dimension Priorities

Lab 5.1 - Set up a Dimension with Dimension Values

Lab 5.2 - Set up a Dimension Combination

Lab 5.3 - Assign Default Dimensions to a Single Account

Lab 5.4 - Assign Default Dimensions to Multiple Accounts

Lab 5.5 - Assign Vendor Account Type Default Dimensions

Explain and set up dimensions and dimension values.

Explain the different dimensions types: Global, Shortcut, and Budget.

Explain and demonstrate how dimension combinations are set up.

Explain and demonstrate the three levels of default dimensions, including single, multiple, and account type.

Explain the purpose of default dimension priorities.

Demonstrate the use of default dimension priorities in general journals.

Authentication

Logins, Roles, and Permissions

Demonstration - Assign the SUPER Role to a Super user

Demonstration - Create a New Role

Demonstration - Apply Security Filters in the SQL Server Option

User-specific Setup

Active Directory Security

Explain how authentication works in Microsoft Dynamics NAV.

Distinguish database logins from Windows logins.

Explain the concepts of roles and permissions.

Assign a role to a database user.

Assign a role to a Windows user.

Create a new role and give permissions to it.

Apply security filters in the SQL Server Option.

Perform user-specific setup.

Use Active Directory with Microsoft Dynamics NAV.

Overview

Design a Navigation Pane

Demonstration - Create a New MenuSuite

Export a MenuSuite

Upgrade Considerations

Outline basic concepts and features of the navigation pane.

Create and edit menus with the Navigation Pane Designer.

Assign menus to users.

Create a new menu suite.

Explain what is exported from a menu suite.

Explain how upgrades affect new menus.

Set up Document Approvals

Demonstration - Set Up Approval Users in a Hierarchy

Set up the Notification System

Send Overdue Notifications

Delegating Substitute Approvers

Lab 8.1 - Set Up Document Approvals

Set up the general features of the document approval system.

Set up approval templates.

Set up approval users in a hierarchy.

Set up the notification system for approvals.

Manage overdue notifications.

Maintain substitute approvers.