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Using Microsoft Dynamics Nav

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”!

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Using Microsoft Dynamics Nav

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

  2. Instructions for usingNav • 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 !!!

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

  4. Overview of Functionkeys • F1 Help • F2 Edit • F3 New • F4 Delete • F5 List • F6 Lookup • F7 Field filter • F8 Copy previous • F9 Statistics • F10 Focus on menu bar • F11 Post • F12 Focus on Navigation Pane

  5. Gettingfamiliar 1 • How many salespersons are there in Cronus International, LTD?

  6. Gettingfamiliar 1 • How many salespersons are there in Cronus International, LTD? • SALES & MARKETING Sales->Salespeople ->F5 (list)

  7. Gettingfamiliar 2 • Who is the contact at customer ”Beef House” ?

  8. Gettingfamiliar 2 • Who is the contact at customer ”Beef House” ? SALES & MARKETING: Sales->Customers->F5 (List)->Sort (by Search name)->select & OK see ”Contact” at the card customer card. How to do that by searchinh or filtering?

  9. Gettingfamiliar 3 • Who is the contact at customer with number 47563218?

  10. Gettingfamiliar 3 • Who is the contact at customer with number 47563218? SALES & MARKETING: Sales->Customers->F5 (List)->Sort (by No)->select & OK see ”Contact” at below of customer card:

  11. Gettingfamiliar 4 • How many bank account are set up in Cronus International, Ltd. ?

  12. Gettingfamiliar 4 • How many bank account are set up in Cronus International, Ltd. ? FINANCIAL MANAGEMENT: Cash Management -> Bank Accounts -> F5 (List)

  13. Gettingfamiliar 5 • What is current inventory of item no. 70000?

  14. Gettingfamiliar 5 • What is current inventory of item no. 70000? PURCHASE: Inventory & Costing –> Items F5 (List) –> Sort (by ”No”)-> Select ”70000” -> OK ”Inventory” at Item card shows current amount

  15. Gettingfamiliar 6 • What is current inventory of item ”Touring Bicycle”/”Polkupyörä”?

  16. Gettingfamiliar 6 • What is current inventory of item ”Touring Bicycle”/”Polkupyörä”? PURCHASE: Inventory & Costing –> Items F5 (List) –> Sort (by ”Search description”)-> Select ”Touring Bicycle” -> OK ”Inventory” at Item card shows current amount How to do that by filtering?

  17. Gettingfamiliar 7 • What is the e-mail address of vendor Mountain Fisheries ?

  18. Gettingfamiliar 7 • What is the e-mail address of vendor Mountain Fisheries ? PURCHASE: Planning -> Vendors -> F5 (list) -> Sort -> select & OK see communication –tab • Where else you could find the list of Vendors?

  19. Gettingfamiliar 8 • What is status of sales order 2003?

  20. Gettingfamiliar 8 • What is status of sales order 2003? SALES & MARKETING: Order Processing->Orders ->F5 (list)- Sort-select & ok See ”status” at sales order header.

  21. Gettingfamiliar 9 • Who is purchaser responsible of purchase order no. 104002?

  22. Gettingfamiliar 9 • Who is purchaser responsible of purchase order no. 104002? PURCHASE: Order Processing->Orders ->F5 (list)- Sort-select & ok see ”Purchaser code” at purchase order header.

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