MS Dynamics NAV Intro 1 Ing.J.Skorkovský,CSc. Department of Corporate Economy Faculty of Economics and Administration MASARYK UNIVERSITY Czech Republic What is MS Dynamics NAV •If your business is growing and ready to take on more opportunities, Dynamics NAV can help. An easily adaptable enterprise resource planning (ERP) solution, it helps your business automate and connect your sales, purchasing, operations, accounting, and inventory management •Microsoft Dynamics NAV enables every individual in your company to turn hunches (intuitions, feeling) into genuine insight, and insight into decisions. With access to real-time data and a wide range of analytical and reporting tools—including graphical displays, online analytical processing (OLAP) cubes, and Web-based delivery options—people can make informed, confident decisions that help drive business success. First approach •Theory of constraint mantra • So we need appropriate items (services), all kind of resources (assets), good marketing engine (CRM) to find a customer, create reasonable demand (ATP-CTP) having enough knowledge about stock (replenishment algorithms), production capacities and vendors (delivery procedures) and many, many more. ATP=Available-To-Promise, CTP=Capable-To-Promise Demand Supply Navigation (NAV) •To find the way in the see of big data and to get important information Výsledek obrázku pro Navigation in old ships Information = Data + Structure Feedback to control all processes Explanation about symbols in previous slide Transactions – in MS Dynamic NAV terminology=Entries The entry represents all actions in ERP related for instance to Customer (Item, General Ledger Account,..) Explanation about symbols (objects) in the previous slide (Feedback to control all processes) - Reports Report and source data = Entries (will be shown again in the simplified sales process) Explanation about symbols (objects) in the previous slide (Feedback to control all processes) – Trends (graphics) Sales Order HEADER (Business parter) to whom is will be sold Lines (what is sold) Post -> Fields (different types of data) The most important data types •Description (text) -> The Chair •Number (decimal or integer) – >3,23 •Alphanumeric code -> A123D) •Date -> 18.9.2019=180919 •Boolean ->yes or no = checked or not checked •Period type = data formula= 1 week=1W, 3 Days=3D,…) •Time – >8:00 • Transaction=Entry (Terminology) Navigate Original document Transactions= Entries Data Fields (transactions) INTRO 1 •Explain the concept of ERP and Microsoft Dynamics NAV 2016w1 or NAV 2018w1 •ERP = Enterprise Resource Planning System •Resources = financial resources, machines, people, items,……. •Data = transactions having origin in : –Posted documents (invoices, credit notes, deliveries, stock movement..) –Hence the type of these transactions-> entries •Customer •Vendor •Item (Inventory) •General Ledger (Accounts) Linked to : Simple scenario of the first and second ERP Microsoft Dynamics NAV session I. INTRO 2 Customer number Customer name Balance Payment condition Currency 10000 SW Kings 20000 1M USD 20000 China computers 432444 21D USD 30000 Navertica 902 14D CZK 40000 Berlin Experts 20002 1W EUR Data How to see data (Window) INTRO 3 – Customer card –part of it Fields Important information having origin in transactions-entries Data + Structure = Information INTRO 4 – Customer entries What has been posted in the past (Customer card) 168364,41=25389,25+63473,13+…….+8182,35 Flow field (calculated field) – the main principle Amount =1 Customer entries Amount =2 Amount =3 Amount =-4 Balance = 2 = (1+2+3-4) Customer card INTRO 5 – Customer document- Navigation From entry to document (Cause->Effect) INTRO 6 – What is ERP 1 So our Microsoft Dynamics NAV is an ERP system. But why is it an ERP system? What are the main features of an ERP systém, and how do we recognize these in Microsoft Dynamics NAV? Let's have a look at the overview slide. So one of the challenges that some companies might have to address is one of island systems. INTRO 7 – What is ERP 2 INTRO 8 – What is ERP 3 So everyone working with the system, for example, the bookkeeper in financial management, the sales representative in sales and marketing, the warehouse worker in the warehouse management, the HR manager in human resources and so on, so they all work with the system in their specific application department but with a common database. And that's very, very important. That's one of the main features of an ERP system. INTRO 9 – Basics of working space •Card (one record) •Worksheet (to enter data) •List (many records) •Confirmation dialog •Role Center • •Card part (tab) •Navigate page (wizard) •List part •Standard dialog •Document • Will be shown by tutor and examined on demo student databases by them Card and list examples Click on Edit (in our example Úpravy) to get chosen Customer Cardk Every card has several Tabs The reason : to see as much as possible fields . Every tab contains fields, which serve to control subfunctions such a payment, shipment, and so on. Relations between tables Location Calednar code Relations between tables Item card Pages •List Page Windows Client 1 2 4 3 1.Ribbon 2.Filter pane 3.List 4.FactBox pane After showing this slide and explaining the different components of a list page, go to the application and show some examples of list pages. Remember to only focus on the interface. Topics such as personalization, filter, search, … are covered in other modules. Card page – first tab only Document page Header Lines Matrix window (form) Stock locations INTRO 10 – Searching window („NAV Google search engine“) Will be shown by the tutor and examined on demo student databases by them (Find Vendor, Item, Customer, General Ledger Account, Profile and so on) Simple filter Multiple filter Example of using help _filter criteria) Example of using help _filter criteria) Only part of it ! Will be presented by tutor and experienced by students …. Entries and their use Report – example (data resource - Customer Ledger Entries) TEXT document related to this PWP show Study material for this (16.9. or 18.9) and probably next session