MICROSOFT DYNAMICS NAV VERSION 3, 4, 5 & 2009

EDM Training Outline-NAV Version 3, 4, 5 & 2009

FINANCIAL REPORTING AND ANALYSIS: NAV CLASSIC

MODULE 1: FINANCIAL REPORTING AND ANALYSIS

This module explains processes related how to generate report analysis for general ledger.

LESSONS:

1. Analyse the Chart of Accounts
2. Account Schedules
3. Analysis by Dimensions
4. Export Analysis Views to Microsoft Excel
5. Dimension-Based Reports

AFTER COMPLETING THIS MODULE, STUDENTS WILL BE ABLE TO:

1. Describe filtering and analysis pages related to the chart of accounts.
2. Explain how to set up an account schedule and explain other processes that relate to account

schedules.

3. Describe types of dimensions
4. Explain how to set up analysis views.
5. Explain the process of exporting analysis views to Microsoft Office Excel 2007, and describe the elements of exported file.
6. Show how to generate analysis by dimensions and other dimension analysis reports.

MODULE 2: SALES AND PURCHASE ANALYSIS REPORTS

This module explains processes related how to generate report analysis for sales managers, purchase managers, and warehouse managers with tools to analyse data for value, budget, forecast etc.

LESSONS:

1. Analysis Types
2. Sales Budget
3. Sales Analysis Reports
4. Sales Analysis by Dimension
5. Purchase Analysis
6. Purchase Analysis by Dimensions
7. Export Analysis Views to Microsoft Excel

AFTER COMPLETING THIS MODULE, STUDENTS WILL BE ABLE TO:

1. Able to analyse the purchase or sales for item by value and quantity
2. Explain how to set up analysis views.
3. Explain the process of exporting analysis views to Excel and describe the elements of the exported file.

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