Using Microsoft Dynamics Nav Jarmo Harmonen Tiina Koskelainen HAAGA-HELIA

Using Microsoft Dynamics Nav Jarmo Harmonen/Tiina Koskelainen HAAGA-HELIA

Instructions for using Nav Do always only the exercise given–> don´t mess system with extra ”experimentals”! That is because exercises follow predefined order – ”experimental work” causes extra work for you (you have to do all the previous exercises again if data in system is messed up). -> be careful !!!

Instructions for using Nav Teacher/Moodle will guide you to log in to system and how to get a specific company number.

Overview of Function keys F 1 F 2 Help Edit F 4 Delete F 6 F 7 F 8 F 9 F 10 F 11 F 12 Lookup Field filter Copy previous Statistics Focus on menu bar Post Focus on Navigation Pane F 3 New F 5 List

Getting familiar 1 How many salespersons are there in Cronus International, LTD?

Getting familiar 1 How many salespersons are there in Cronus International, LTD? SALES & MARKETING Sales->Salespeople ->F 5 (list)

Getting familiar 2 Who is the contact at customer ”Beef House” ?

Getting familiar 2 Who is the contact at customer ”Beef House” ? SALES & MARKETING: Sales->Customers->F 5 (List)->Sort (by Search name)->select & OK see ”Contact” at the card customer card. How to do that by searchinh or filtering?

Getting familiar 3 Who is the contact at customer with number 47563218?

Getting familiar 3 Who is the contact at customer with number 47563218? SALES & MARKETING: Sales->Customers->F 5 (List)->Sort (by No)>select & OK see ”Contact” at below of customer card:

Getting familiar 4 How many bank account are set up in Cronus International, Ltd. ?

Getting familiar 4 How many bank account are set up in Cronus International, Ltd. ? FINANCIAL MANAGEMENT: Cash Management -> Bank Accounts -> F 5 (List)

Getting familiar 5 What is current inventory of item no. 70000?

Getting familiar 5 What is current inventory of item no. 70000? PURCHASE: Inventory & Costing –> Items F 5 (List) –> Sort (by ”No”)-> Select ” 70000” -> OK ”Inventory” at Item card shows current amount

Getting familiar 6 What is current inventory of item ”Touring Bicycle”/”Polkupyörä”?

Getting familiar 6 What is current inventory of item ”Touring Bicycle”/”Polkupyörä”? PURCHASE: Inventory & Costing –> Items F 5 (List) –> Sort (by ”Search description”)-> Select ”Touring Bicycle” -> OK ”Inventory” at Item card shows current amount How to do that by filtering?

Getting familiar 7 What is the e-mail address of vendor Mountain Fisheries ?

Getting familiar 7 What is the e-mail address of vendor Mountain Fisheries ? PURCHASE: Planning -> Vendors -> F 5 (list) -> Sort -> select & OK see communication –tab Where else you could find the list of Vendors?

Getting familiar 8 What is status of sales order 2003?

Getting familiar 8 What is status of sales order 2003? SALES & MARKETING: Order Processing->Orders ->F 5 (list)Sort-select & ok See ”status” at sales order header.

Getting familiar 9 Who is purchaser responsible of purchase order no. 104002?

Getting familiar 9 Who is purchaser responsible of purchase order no. 104002? PURCHASE: Order Processing->Orders ->F 5 (list)Sort-select & ok see ”Purchaser code” at purchase order header.