Introduction to MS Dynamics ERP NAV 5.0 SP1 in  concise clauses = part one

Created by                  :           Jaromír Skorkovský

Date                            :           6.10.2010

Reason                        :           Concise instrument helping in tuition and study



1.                  Menu->application areas

2.                  Windows – Card <–> List and  Header and Lines (Form and Subform) and basic
characteristics. How to open more windows- active window – what it is ?

3.                  Keyboard shortcuts |:  F5 (list from card )  and  Shift-F5 (card from list)

4.                  Basic explanations  of 4 main  windows displaying main data tables of ERP


4.1.                        Customer

4.2.                        Vendor

4.3.                        Item

4.4.                        General Ledger Account


5.                  Keyboard shortcuts |:  F6 (Lookup, Drill Down  and Option)

6.                  Entries and its specifications and how they are created :


6.1.                        Customer Ledger Entry ->calculation field explanation

6.2.                        Vendor ledger Entry

6.3.                        Item  Ledger Entry

6.4.                        G/L Entry


7.                  Keyboard shortcuts :  Ctrl-F5  (from Card to Entries)

8.                  Navigation tool and the meaning of it (effect and causes)

9.                  Help and its use

10.              Date entry :  t=today, ddmmyy (061010->6.10.2010 without full stops)

11.              Date formula  : D=day, W=Week, Y=Year , 14D=2W, ….help

12.              Relation of above mentioned date formula to payment term (as an example of use of
it)

13.              Filtering in the system  ( F7 – field filter and how to find all possibilities in
help)

14.              Searching

15.              Sorting

16.              Entering data into cards (its fields) and lists (its fields)

17.              Keyboard shortcuts :  F2 – Edit

18.              How to enter new record (table record)

19.              Keyboard shortcuts :  F3 – New

20.              Structure of the chart of accounts – (grouping into group of similar account)  and
meaning of IAS,IFRS,GAAP- see our remark about Uniform  System of Accounts use in Hotel industry

21.              Receivables-Payables from chart of account window

22.              See balance of chosen account and its related  G/L entries