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Account Categories and Sub-Categories in NAV 2017

Target Audience: NAV Users, Functional Consultants

Applied to Area: Financial

Benefit: Better analysis of chart of account and financial reports

Now with Microsoft Dynamics NAV 2017, Categories are added to G/L Account:

  • Account Category
    • Predefined by system:
      • Assets
      • Liabilities
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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.

  1. Describe types of dimensions
  2. Explain how to set up analysis views.
  3. Explain the process of exporting analysis views to Microsoft Office Excel 2007, and describe the elements of exported file.
  4. 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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    – Microsoft Dynamics NAV: User Preferences Setup

    Target Audience: NAV Users

    Applied to Area: User Interface

    Benefit: Users can work in Dynamics NAV in a more efficient way.

    Microsoft Dynamics NAV 2013 and above comes with a Role Centre which has an impressive improvement in user

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    -Customer Satisfaction

    Customer Satisfaction

    What is Customer Satisfaction?

    Customer satisfaction translates to customer loyalty, and loyalty is one of the biggest drivers to growth.

    Acquiring new customers is important, however retaining them is another issue. How can we make every customer

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    – Creating and Consuming a Codeunit Web Service

    Web services allow easy communication and data exchange in a secured environment. In Microsoft Dynamics NAV 2009 or above , you can create, publish, and consume Web services. For example, you can publish a Web service that lists all

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    Woman: I’m not the ‘Florence Goh’ of US lobby group

    The Star Online

    Nation

    Wednesday, 31 May 2017 | MYT 3:56 PM

    PUTRAJAYA: A Johor businesswoman said she has been wrongfully accused of heading a company hired to lobby the United States government.

    Florence Goh Siew Boey said she is not the “Florence Goh” who was identified by Pandan MP Rafizi Ramli as the head of Godfrey Group Limited, a company which the MP claims is an intermediary between the US and the Prime Minister’s Office.

    “I am Florence Goh Siew Boey, the head of my own IT business, CRT Insights Technology Sdn Bhd. I am not the same Florence Goh that heads Godfrey Group Limited.

    “My company’s address is No 42 Jalan Molek 2/1 whereas Godfrey Group Limited is at No 41 Jalan Molek 2/3. Although the addresses are similar, they are not the same place.

    “I have nothing to do with that other company,” Goh told a press conference here on Wednesday accompanied by Minister in the Prime Minister’s Department Datuk Seri Dr Wee Ka Siong.

    She said the claim by Rafizi had tainted her image and that of her company, and is demanding that the MP “clear her name”.

    “I want YB Rafizi to clarify that I am not the same Florence Goh who has been named here. I also want him to apologise,” said Goh, adding that she may consider suing Rafizi if he does not act.

    Goh also lodged a police report against Rafizi on May 29.

    Hours after Goh’s press conference Rafizi issued an apology “over a blunder” in naming the “wrong Florence Goh.”

    “I confirm that Goh Siew Boy of CRT Insights Technologies Sdn Bhd is not the Florence Goh who is the director of Godfrey Group Limited, which was involved in the lobby contract,” Rafizi said in a press statement.

    Rafizi said the confusion arose due to the two companies having addresses in Taman Molek, Johor Baru.

    “I take full responsibility over this mistake and apologise to Goh Siew Boy and CRT Insights Technologies Sdn Bhd for publishing their name,” he said.

    On Saturday, Rafizi had claimed that Goh was the director of Godfrey, based on public documents lodged with the US Department of Justice.

    Dr Wee said Rafizi should “investigate first” before making allegations that could be wrong.

    “Yes, he has every right as an MP to expose wrongdoings, but it has to be something that is true.

    “He should not just make wild claims and simply victimise people. This is a serious allegation that affects people’s reputations,” said Dr Wee.

    Credits to : The Star ( Published on 31 May 2017)

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    – Dashboards and Charts in NAV 2016

    NAV 2016 comes with a set of standard Dashboards and Charts and you can easily build more.

    Section A: Create a Generic Chart

    Below are the steps of create a chart based on Vendor table to show Vendor Purchase

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    – Advantages of Cloud Backup

    According to a recent internet study, data protection continues to be a challenge for SME. The study had found that 60 percent of SME prefer to back up their company’s data using direct-attached storage, with most businesses (56%) having

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    – RansomWare Attack

     

    Ransomware is a form of malware that infects devices, networks, and data centres by locking the files until the user or organisation pay a ransom to have the system unlocked. In the recent past months, a number of

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    MICROSOFT DYNAMICS NAV WITH SQL DB

    EXCEL REPORTING ON DYNAMICS NAV

    This module explains how to create basic NAV reports using Excel to connect to Dynamics NAV.

     

    Lessons:

    1. Plan the dashboard
    2. Create the dashboard
      – Create and save a SQL data connection
      – Create a report
      – Create a filter
      – Create a slicer
      – Create a Timeline
    3. Configure Excel Add-In
    4. Practice
    5. Useful links

     

    Lab:

    1. Create and save a SQL data connection
    2. Create a report
    3. Create a filter
    4. Create a slicer
    5. Create a Timeline
    6. Configure Excel Add-in
    7. Create report to display outstanding amount by customers

     

    After completing this module, students will be able to:

    1. Able to create basic dashboard by using Excel and SQL Data source.
    2. Able to create basic dashboard that contains several reports and a filter using external data connections.

     

    PRE-REQUISITE

    1. Excel 2013 (and above) installed on Laptop/Notebook
    2. Dynamics NAV with SQL DB
    3. Bring your own Laptop/Notebook

    For Who?

    • IT Personnels and Anyone who needs to generate basic reports

     

    Details:

    • Date: 27-Apr-2017
    • Time: 2.00pm to 5:30pm
    • Venue: 20, Jalan Eco Cascadia, Taman Setia Eco Cascadia, 81100 JB

     

    Register here :-

      Your Name (required)

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      Your Email (required)

      Your Contact No. (required)

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