Microsoft Dynamics NAV 2009 Application Design


Microsoft Dynamics NAV 2009 Application Design
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  • Learn how Dynamics NAV ERP suite is set up and customized for various industries
  • Integrate numerous parts of a company's operations including financial reporting, sales, order management, inventory, and forecasting
  • Develop complete applications and not just skeleton systems
  • Covers the design and implementation of two new add-on services: The Squash application and the Storage & Logistics application
  • Also usable for previous versions such as 3.x, 4.0, and 5.0
  • Easy-to-read style, packed with hard-won practical advice
  • Real-world examples with step-by-step explanations

Book Details

Language : English
Paperback : 496 pages [ 235mm x 191mm ]
Release Date : June 2010
ISBN : 1849680965
ISBN 13 : 9781849680967
Author(s) : Mark Brummel
Topics and Technologies : All Books, Enterprise Products and Platforms, Microsoft Dynamics, Enterprise, Microsoft


Table of Contents

Preface
Chapter 1: Introduction to Microsoft Dynamics NAV
Chapter 2: A Sample Application
Chapter 3: Financial Management
Chapter 4: Relationship Management
Chapter 5: Production
Chapter 6: Trade
Chapter 7: Storage and Logistics
Chapter 8: Consulting
Chapter 9: Interfacing
Chapter 10: Application Design
Appendix: Installation Guide
Index
  • Chapter 1: Introduction to Microsoft Dynamics NAV
    • Versions and history
    • What is this book about
    • Setup versus customization
    • The beauty of simplicity
      • Horizontal versus vertical solutions
      • Open source
    • Structure of this book
    • The Role Tailored concept
    • The building blocks
      • Tables as user interface and business logic
      • Dynamics NAV in throughout supply chain
      • Some basics
        • Number series
        • Extended text
        • Navigate
        • Setup tables
        • Posting groups
        • Pricing
        • Dimensions
    • Data model principles
      • Master data
      • Journals
        • The general ledger
        • Balancing
        • Flow fields and flow filters
      • More journals and entries
        • Posting Schema
        • Sub and detailed entries
      • Documents—combining the journals into processes
        • Document structure
        • Document transactions
      • Other structures
        • Relationship management
        • Jobs
        • Manufacturing
    • Summary
  • Chapter 2: A Sample Application
    • Fit-gap analysis
      • Designing a Squash Court application
      • Look, learn, and love
        • Drawing the table and posting schema
        • The Project approach
        • Interfacing with the standard application
    • Getting started
      • Creating squash players
        • CreateVendor versus CreateCustomer
        • Reverse engineering
    • Designing a journal
      • Squash Court master data
      • Chapter objects
      • Reservations
      • The Journal
        • Reservation
        • Invoicing
      • Time calculation
      • Price calculation
        • Squash prices
        • Price calc mgt. codeunit
        • Inherited data
      • Dimensions
        • Master data
        • Journal
    • The posting process
      • Check line
      • Post line
    • Invoicing
      • Invoice document
        • Sales header
        • Sales line
        • Dialog
      • Posting process
        • Analyse the object
        • Making the change
    • Navigate
      • FindRecords
      • ShowRecords
        • Testing
    • Summary
  • Chapter 3: Financial Management
    • Chart of accounts
      • Posting accounts
      • The entry tables
        • Sub accounting
      • General journals
        • Entry application
      • Posting groups
      • Dimensions
      • Budgeting
        • Creating budget entries
      • Accounting periods
        • Closing dates
      • Currencies
      • Consolidation
      • VAT statement
      • Data analysis
        • General Ledger
        • Account schedules
        • Analysis by dimensions
      • The setup
    • Customizing financial management
      • Sales line description to G/L entries
      • Extra fields in the G/L entries
    • Integrating with financial management
      • Creating a G/L transaction
        • The C/AL code
        • Advanced entries
      • Look, learn, and love
    • Summary
  • Chapter 4: Relationship Management
    • How companies work
      • Contacts
        • Salutation codes
        • Alternative addresses
        • Create as
        • Duplicates
        • Search
      • Profiles
        • Automatic profiles
      • Interactions
        • Automatic interactions
        • Finished interactions
      • To-do's
        • Workflow
        • Sales stages
        • Creating an opportunity
      • Segments
        • Add contacts
        • Refine/Reduce contacts
        • Segment criteria
        • Mailing groups
        • Log segment
      • Campaigns
        • Pricing
        • Segments
        • Activate
      • Outlook integration
        • E-mail logging
      • The setup
    • Customizing relationship management
      • Salutation formula types
        • Add the option
        • Support the formula
        • The GetSalutation function
        • Set up the salutation formula
        • Test the solution
      • Customer and vendor numbering
        • Disabling direct creation of customers and vendors
      • Sharing contact information across companies
        • Share tables
        • Business relations
        • C/AL code modifications
        • Number series
        • Final steps
        • Alternative approaches
      • Add contacts to segments
        • Expand report
        • Implement criteria filters
        • Test solution
    • Summary
  • Chapter 5: Production
    • What is production?
      • History of production
      • Production methodologies
      • Raw materials
    • Basic production principles
      • Bill of materials
      • MRP
        • GIGO
      • MPS
      • Item costing
      • Item tracking
      • Quality control
      • Energy and waste
      • APICS
    • Getting started
      • Assembling
        • The table and posting schema
        • The items
        • Item costing
        • Item tracking
        • The bill of materials
        • Calculate standard cost
        • Creating the inventory
        • Adjusting cost item entries
        • Posting inventory cost to G/L
        • Check, check, and double check
        • Recalculating standard unit cost
        • BOM journal
        • Check costing (again)
        • Recalculating unit cost (again)
        • Standard cost worksheet
        • Item revaluation journal
        • The result
      • Item costing in ten steps
      • Manufacturing
        • The table and posting schema
        • The items, machines, and work centers
        • Capacity
        • Production bill of materials
        • Routing
        • Testing and low level code
        • Simulation, sales orders, or inventory
        • Calculating MPS and MRP
        • Inventory profile offsetting
        • Calculating a plan
        • Production order workflow
        • Purchase orders
        • Finishing production
      • Specialized production
        • Jobs
      • Kitting
        • Sales process
        • Kitting in Microsoft Dynamics NAV "7"
    • Vertical industry implementation
      • Fashion
        • Bill of materials
        • Shipping worksheet
      • Automotive
        • Tooling and amortization
        • Item tracking
      • Medicines
        • Lot numbers and expiration dates
        • Quality control
      • Food
        • Zero inventory
        • Ordering schedules
      • Furniture
        • Calculations
        • Inventory
    • Summary
  • Chapter 6: Trade
    • The process
      • Wholesale versus retail
    • Sales and purchasing
      • Transaction mirroring
      • Sales
        • Orders
        • Quote and blanket order to order
      • Creating a new sales order
        • Sales header
        • Sales lines
        • Sales line fields
        • Validation flow
        • VAT calculation
      • Invoicing
        • Prepayments
        • Combined invoicing
        • Credit Memo and Return Orders
      • Purchasing
        • Resources
        • Drop shipments
      • Document releasing and approval process
        • Status
        • Releasing a document
        • Manual versus automatic releasing
        • Document approval
      • Deleting sales and purchase documents
        • Data deletion
        • Deletion of shipments and invoices
      • Document tables and row level locking
        • Range locks in documents
        • UpdateVATOnLines
    • Inventory management
      • Items
      • Locations
      • Variants
        • Example
      • Stock keeping units
        • Example
        • Creating SKU function
      • Sales pricing
      • Item ledger entry application
        • Item application C/AL routine
        • Requirements
      • Value entries
        • Direct cost
        • Value entries and general ledger entries
      • Transfer orders
        • Example
      • Requisition journals
        • Reordering policy
        • Extending reordering policy
        • Virtual inventory
    • Warehouse management
      • Warehouse strategy levels
      • Location setup
        • Warehouse employees
      • Bin code | level 1
        • Example
        • Bin content
      • Receipt and shipment | level 2
        • Warehouse request
        • Limitations
      • Put-Away and Pick | level 3
        • Warehouse request
        • Warehouse activities
        • Level 2 and level 3 comparison
      • Receipt + use put-away worksheet | level 4
        • Whse.- activity register versus whse.-activity-post
      • Directed put-away and pick | level 5
        • Zones and default bins
        • Bin calculation
      • Implementing and customizing warehouse management
    • Reservations
      • Scenario
        • Check-avail. period calc.
      • Always versus optional reservation
      • Reservation entries
      • Creating a reservation
      • Order tracking policy
        • Example
        • Replenishment
    • Trade in vertical industries
      • Fashion
        • Sales orders
        • Reservations
      • Automotive
        • Vehicle Information
        • Parts management
      • Pharmaceuticals/medicines
        • Medication card
        • Contribution invoicing
      • Food
        • Assortment
        • Fast order entry
      • Furniture
        • Variant configuring
        • One-off items
    • Summary
  • Chapter 7: Storage and Logistics
    • How to read this chapter
      • Chapter objects
      • The process
      • Using standard features
      • Defining the modules
        • Storage
        • Logistics
        • Invoicing
    • The storage application
      • Documents
      • Look, learn, and love
        • Journal
        • Documents
        • Master data
      • Designing the table and posting schema
        • Sharing tables
      • Getting started
      • Opening balance
      • Products
        • Warehouse
        • Regions
        • Shelves
      • Registration worksheet
      • Storage documents
        • Receipt
        • Put-away
        • Shipment
        • Picks
    • The logistics application
      • Designing the table and posting schema
      • Getting started
        • Shipments
        • Routes
        • Route optimizer
        • Route follow up
      • Incidents
        • Follow up
    • The invoicing application
      • Process
      • Income and expense
      • Invoicing
        • Sales Line
        • Codeunit Sales-Post (80)
      • Pricing methodology
        • Storage prices
        • Calculation
        • Result
      • Periodic invoicing
        • Processing the buffer
      • Combined invoicing
    • Add-on flexibility
      • Value added logistics
      • Item tracking
      • Third and fourth party logistics
    • Summary
  • Chapter 8: Consulting
    • The process
      • Fits
      • Gaps
        • Resource groups
        • Time registration
        • Item calculation
        • Issue registration
    • Getting started
      • How many jobs
        • Job card
      • Job task and planning lines
      • Job journal
      • Job examples
        • Chapter objects
        • 1 | The new implementation
        • 2 | The infrastructure
        • 3 | The upgrade
        • 4 | The support team
      • Time sheets
        • Data and transaction model
      • Purchasing
        • Item costing versus work in progress
      • Invoicing
      • Calculating Work in Progress
        • Example
        • WIP post to general ledger
    • Changing jobs
      • Quantity budgeting
      • Resource groups
      • Calculations
      • Issue registration
      • Time sheet
        • Registration
    • Summary
  • Chapter 9: Interfacing
    • Interface types
      • Import and export
        • Manual
        • Data pulling
        • Data pushing
      • Event driven versus timer driven
    • Interfacing technologies
      • File
      • Automation Control and OCX
        • OCX
        • Automation Control
        • Events
        • .NET
        • Automation wrappers
      • ODBC/ADO
        • Reading from Microsoft Dynamics NAV
        • Writing to Microsoft Dynamics NAV
        • Talking to other databases
      • SQL Server interfacing
      • C/FRONT
      • Microsoft Message Queue
        • NAS
      • Web services
        • Consuming web services in NAV
        • Exposing a NAV web service
        • Consuming a Microsoft Dynamics NAV web service
      • Client add-ins
    • Standard application interfaces
      • Dataport
      • XMLPort
    • Office integration
      • Word and Excel integration
      • Word Automation
    • Advanced Excel integration
    • Outlook integration
      • Outlook part
      • ExtendedDatatype property
      • Mail and SMTP mail Codeunits
      • Outlook synchronization
      • Exchange integration
    • SharePoint
    • BizTalk
    • Client Add-ins
  • Interface methodologies
    • The scenario
    • The design
      • The mapping
      • The gaps
      • What if it does not work
    • The scenario
      • The interface type
      • The interface technology
      • Logging
      • The design
      • The solution
      • Testing
      • Viewing the results
  • Interfacing into the future
    • SharePoint client in Microsoft Dynamics NAV "7"
    • Microsoft Dynamics CRM
    • Windows Azure
  • Summary
  • Chapter 10: Application Design
    • Application lifecycle
      • Design to use
        • Forms
        • Pages
        • Role centers
        • Reports
      • Design to maintain
        • Naming
        • Quantity versus quality
        • Transformation tool
      • Design to support
        • Second level support
      • Design to upgrade
        • Has Microsoft changed my (referenced) object
        • Some redesign examples
        • Documentation
        • Split operational and financial information
      • Design to perform
        • OLTP versus OLAP
        • Fast transaction posting
        • Job queue
        • Date compression and cleanup
        • Locks, blocks, and deadlocks
        • Impact on development
      • Design to analyze
        • Report design
    • Version and object management
      • What is a version
      • Version numbering
        • Combining versions
      • Creating a version
        • Tracking object changes
    • Development methodology
      • A sample approach
        • Fit/gap analysis
        • Prototyping
        • Development
        • Implementation
        • Maintenance and support
    • The project
      • Standard, customized, or both
        • Add-on products
        • Customizing
        • Total cost of ownership
      • Roadmap to success
    • Summary
  • Appendix: Installation Guide
    • Licensing
      • Installing Microsoft Dynamics NAV
      • Changing the license
        • Restart service tier
    • Installing the objects
      • Importing a FOB file
      • Installing the dynamic link library files
        • Register NavMaps.dll
        • Register VEControl.dll

Mark Brummel

Mark Brummel is an all-round Microsoft Dynamics NAV specialist. He started in 1997 as an end user but quickly moved to the other side of the table. For ten years he has worked for resellers, specializing in designing and maintaining add-on systems. Some of these add-on systems exceed the standard product in size and complexity. Also coaching colleagues and troubleshooting 'impossible' problems are a passion and part of his day-to-day work. Mark has trained most of the experienced NAV developers for the NAV 2009 product in The Netherlands and Belgium and he has been hired by almost every NAV reseller in the Benelux.

Mark works as a freelancer. His main focus area is helping out end users in implementations all over the world.
Mark was the first worldwide to use the NAV 2009 (CTP3) product in a production system, feeding back valuable information to Microsoft. Today he is still involved in projects to provide input for future versions and test new CTP releases.

A special project has been performance tuning of the Dynamics NAV product on SQL Server. From 2007 to 2009 he was involved in the development of the 'SQL Perform Tools' as business partner of SQL Perform Benelux. As a unique specialist he has done break-through research in improving the performance of Dynamics NAV on SQL Server.

When time is left, Mark maintains his blog on www.brummelds.com. This blog contains a wide range of articles about both the Microsoft Dynamics NAV and SQL Server products. He is also a frequent speaker at Microsoft events and writer for independent Dynamics NAV websites and user groups. In 2006 Mark was rewarded by Microsoft with the Most Valuable Professional award for his contribution to the online and offline communities. In 2007 and 2009 he reviewed Programming Microsoft Dynamics NAV and Programming Microsoft Dynamics NAV 2009.

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What you will learn from this book

  • Implement Microsoft Dynamics NAV ERP suite with a sample industry application throughout the book
  • Set up Dynamics NAV and customize it for various industries including fashion, retail, and the automobile industry
  • Get to grips with key Dynamics NAV features such as Inventory Valuation, Item Tracking, and Reservations
  • Learn about B2B and B2C Interfacing and the fundamentals of Application Design
  • Learn and customize application features designed by Microsoft such as Financial Management, CRM, Manufacturing, Distribution / Wholesale, and Retail and extend them safely
  • Design your applications to have a good balance between cost of ownership and functionality
  • Analyze operation data based on sales demographics using Dynamics NAV CRM
  • Extend your core applications using interfaces such as Flatfile, CSV, XMLports, ADO, EDI standards, and web services

In Detail

Dynamics NAV 2009 is an Enterprise Resource Planning (ERP) software product from Microsoft that can be used for variety of business needs. It is part of the Microsoft Dynamics family, and intended to assist with finance, manufacturing, Customer Relationship Management, supply chains, analytics, and electronic commerce for small and medium-sized enterprises.

This book is a focused tutorial on Microsoft Dynamics NAV application development, so you can develop complete applications and not just application outlines. It will show NAV developers how to create different kinds of applications. Different kinds of application are vital in different industries like fashion, automobile, retail, books (education), and other industries. It starts off by introducing the supply chain that you will be using throughout the book. You will implement the Microsoft Dynamics NAV ERP suite and learn how it is set up and customized for various industries.

You will be able to customize Dynamics NAV to suit the different aspects of a business such as Financial Management, Relationship Management, Production, Jobs, Trade, Storage, Logistics, and so on. The book will take you through these Microsoft-designed application features and show you how to customize and extend them safely. Thus, you will be able to create a structure of your own in Microsoft Dynamics NAV.

A focused tutorial for Microsoft Dynamics NAV application development

Approach

This book is a tutorial in an easy-to-read style. It will show Dynamics NAV developers how to create applications of different kinds with sufficient examples throughout.

Who this book is for

If you are a NAV consultant and developer, or designer of business applications you will benefit most from this book.

The book assumes that you have a basic understanding of business management systems and application development, with a working knowledge of Microsoft Dynamics NAV.

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