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Microsoft Dynamics NAV 2013 Application Design

Book Description

Customize and extend your vertical applications with Microsoft Dynamics NAV 2013

In Detail

This book is a focused tutorial on Microsoft Dynamics NAV application development to help you develop complete applications and not just application outlines.

This hands-on guide starts off by introducing the supply chain that you will be using throughout the book. You will then implement the Microsoft Dynamics NAV ERP suite and learn to set it up and customize it for various industries. You will learn how 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. Therefore, by the end of this book, you will be able to create a structure of your own in Microsoft Dynamics NAV.

What You Will Learn

  • Set up and customize the Dynamics NAV ERP suite for various industries
  • Study dozens of design patterns used in standard applications
  • Customize Microsoft's application features and extend them safely
  • Use blueprints, design patterns, and application objects for Equipment Reservations and Transport Management
  • Master the fundamentals of application design and learn about B2B and B2C interfacing
  • Design applications that strike a balance between total cost of ownership and functionality
  • Extend your core applications using interfaces with flat file, CSV, XMLPorts, ADO, EDIFACT, and web services
  • Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

    Table of Contents

    1. Microsoft Dynamics NAV 2013 Application Design
      1. Table of Contents
      2. Microsoft Dynamics NAV 2013 Application Design
      3. Credits
      4. Foreword
      5. About the Author
      6. Acknowledgments
      7. About the Reviewers
      8. www.PacktPub.com
        1. Support files, eBooks, discount offers, and more
          1. Why subscribe?
          2. Free access for Packt account holders
          3. Instant updates on new Packt books
      9. Preface
        1. What this book covers
        2. What do you need for this book
        3. Who this book is for
        4. Conventions
          1. Where to find the screens in this book
          2. Screenshots
          3. How to read the application schemas
          4. Number and date punctuation
        5. Reader feedback
        6. Customer support
          1. Errata
          2. Piracy
          3. Questions
      10. 1. Introduction to Microsoft Dynamics NAV
        1. Versions and history
        2. What is this book about
        3. Setup versus customization
        4. The beauty of simplicity
          1. Horizontal versus vertical solutions
          2. Open source
        5. Design patterns
          1. Architectural patterns
          2. Design patterns
          3. Implementation patterns
          4. APIs
        6. Structure of this book
        7. The Role Tailored concept
        8. The building blocks
          1. Tables as user interface and business logic
        9. Dynamics NAV in throughout supply chain
        10. Some basic design patterns
          1. Number series
          2. Extended text
          3. Navigate
          4. Setup tables
          5. Posting groups
          6. Pricing
          7. Dimensions
        11. Architectural design patterns
          1. Master data
          2. Journals
          3. The general ledger
        12. Balancing
        13. Flow fields and flow filters
        14. More journals and entries
          1. Posting schema
          2. Sub and detailed entries
        15. Combining the journals into processes
          1. Document structure
          2. Document transactions
        16. Other patterns
          1. Relationship management
          2. Jobs
          3. Manufacturing
        17. Summary
      11. 2. A Sample Application
        1. Fit-gap analysis
          1. Designing a squash court application
          2. Look, learn, and love
            1. Drawing the table and posting schema
            2. The project approach
            3. Interfacing with the standard application
          3. Design patterns
        2. Getting started
          1. Creating squash players
            1. CreateVendor versus CreateCustomer
            2. Reverse engineering
        3. Designing a journal
          1. Squash court master data
          2. Chapter objects
          3. Reservations
          4. The journal
            1. Reservation
            2. Invoicing
          5. Time calculation
          6. Price calculation
            1. Squash prices
            2. Price Calc Mgt. codeunit
            3. Inherited data
          7. Dimensions
            1. Master data
            2. Journal
              1. Posting
        4. The posting process
          1. Check line
          2. Post line
        5. Invoicing
          1. Invoice document
            1. Sales header
            2. Sales line
            3. Dialog
          2. Posting process
            1. Analyze the object
            2. Making the change
        6. Navigate
          1. FindRecords
          2. ShowRecords
            1. Testing
        7. Summary
      12. 3. Financial Management
        1. Chart of accounts
          1. Posting accounts
          2. VAT versus sales tax
          3. The entry tables
            1. Sub accounting
        2. Working with general journals
          1. Entry application
          2. Posting groups
          3. Dimensions
          4. Budgeting
            1. Creating budget entries
          5. Accounting periods
            1. Closing dates
          6. Currencies
          7. Consolidation
          8. VAT statement
          9. Data analysis
            1. Chart of accounts
            2. Account schedules
            3. Analysis by dimensions
          10. The setup
        3. Customizing financial management
          1. Sales line description to G/L Entries
          2. Extra fields in the G/L Entries
        4. Integrating with financial management
          1. Creating a G/L transaction
            1. The C/AL code
            2. Advanced entries
          2. Look, learn, and love
        5. Summary
      13. 4. Relationship Management
        1. How companies work
          1. Contacts
            1. Salutation codes
            2. Alternative addresses
            3. Relationships with customer and vendor
            4. Duplicates
          2. Profiles
            1. Automatic profiles
          3. Interactions
            1. Automatic interactions
            2. Finished interactions
          4. To-do's
          5. Opportunities
            1. Workflow
            2. Sales stages
              1. Activity codes
            3. Creating an opportunity
              1. Sales quote
              2. Closing the deal
          6. Creating segments
            1. Adding contacts
            2. Refine/reduce contacts
            3. Segment criteria
            4. Mailing groups
            5. Log segment
          7. Campaigns
            1. Pricing
            2. Segments
            3. Activate
          8. Outlook integration
            1. E-mail logging
          9. The setup
        2. Customizing relationship management
          1. Salutation formula types
            1. Support the formula
            2. The GetSalutation function
            3. Setup the salutation formula
            4. Test the solution
          2. Customer and vendor numbering
            1. Disabling the direct creation of customers and vendors
          3. Sharing contact information across companies
            1. Share tables
            2. Business relation
            3. C/AL code modifications
            4. Number Series
            5. Final steps
            6. Alternative approaches
          4. Adding contacts to segments
            1. Expanding report
            2. Implementing criteria filters
            3. Test solution
        3. Summary
      14. 5. Production
        1. What is production?
          1. Production methodologies
          2. Raw materials
        2. Basic production principles
          1. Bill of materials
          2. Material requirements planning
            1. Garbage In Garbage Out
          3. Master Production Schedule
          4. Item costing
          5. Item tracking
          6. Quality control
          7. Energy and waste
          8. Association for Operations Management
        3. Getting started
          1. Assembling
            1. Design patterns
            2. The items
            3. Item costing
            4. Item tracking
            5. The bill of materials
            6. Calculating the standard cost
            7. Creating the inventory
            8. Adjusting cost item entries
            9. Posting inventory cost to G/L
            10. Check, check, and double check
            11. Recalculating the standard unit cost
            12. Assembly orders
            13. Check costing (again)
            14. Recalculating the unit cost (again)
            15. Standard cost worksheet
            16. Item Revaluation Journal
            17. The result
          2. Summarizing item costing in 10 steps
          3. Manufacturing
            1. The items, machines, and work centers
            2. Capacity
            3. Production bill of materials
            4. Routing
            5. Testing and low-level code
            6. Simulation, sales orders, or inventory
              1. Make-To-Stock
              2. Make-To-Order
              3. The sales order
            7. Calculating MPS and MRP
              1. Requisition versus planning versus subcontracting worksheets
            8. Inventory profile offsetting
            9. Atomic coding
            10. Calculating a plan
            11. Production order workflow
            12. Purchase orders
            13. Finishing production
          4. Specialized production
            1. Jobs
        4. Vertical industry implementation
          1. Fashion
            1. Bill of materials
            2. Shipping worksheet
          2. Automotive
            1. Tooling and amortization
            2. Item tracking
          3. Medicines
            1. Lot numbers and expiration dates
            2. Quality control
          4. Food
            1. Zero inventory
            2. Ordering schedules
          5. Furniture
            1. Calculations
            2. Inventory
        5. Summary
      15. 6. Trade
        1. The process
          1. Wholesale versus retail
        2. Sales and purchasing
          1. Transaction mirroring
          2. Sales
            1. Orders
            2. Quote to order and blanket order to order
              1. Quote to order
              2. Blanket order to order
          3. Creating a new sales order
            1. Sales header
            2. Sales lines
              1. Master data options
            3. Sales line fields
            4. Validation flow
              1. No. | field 6
              2. Quantity | field 15
              3. Unit price | field 22
              4. UpdateUnitPrice
              5. Line Discount % | field 27
              6. UpdateAmounts
            5. VAT calculation
              1. Code cloning
          4. Invoicing
            1. Prepayments
            2. Combined invoicing
              1. Manual
              2. Batch
            3. Credit memo and return orders
          5. Purchasing
            1. Resources
            2. Drop shipments
              1. Manual
              2. Requisition worksheet
          6. Document releasing and approval process
            1. Status
            2. Releasing a document
            3. Manual versus automatic releasing
            4. Document approval
          7. Deleting sales and purchase documents
            1. Data deletion
            2. Deletion of shipments and invoices
        3. Inventory management
          1. Items
          2. Locations
          3. Variants
          4. Stock keeping units
            1. Creating a SKU function
          5. Sales pricing
          6. Item ledger entry application
            1. Item application C/AL routine
            2. Requirements to apply an item ledger
          7. Value entries
            1. Direct cost
            2. Value entries and general ledger entries
          8. Transfer orders
            1. Example
          9. Requisition worksheets
            1. Reordering policy
            2. Extending the reordering policy
            3. Virtual inventory
        4. Warehouse management
          1. Warehouse strategy levels
          2. Location setup
            1. Warehouse employees
          3. Bin code | level 1
            1. Example
            2. Bin content
          4. Receipt and shipment | level 2
            1. Warehouse request
            2. Limitations
          5. Put-away and Pick | level 3
            1. Warehouse request
            2. Warehouse activities
            3. Level 2 and level 3 comparison
          6. Level 4 – receipt with Put-away worksheet
            1. Whse.- activity register versus whse.-activity-post
          7. Level 5 – directed put-away and pick
            1. Zones and default bins
            2. Bin calculation
          8. Implementing and customizing warehouse management
        5. Reservations
          1. Check-avail. period calc.
          2. Always versus optional reservation
          3. Reservation entries
          4. Creating a reservation
          5. Order tracking policy
            1. Example
            2. Replenishment
          6. Auto increment
        6. Trade in vertical industries
          1. Fashion
            1. Sales orders
            2. Reservations
          2. Automotive
            1. Vehicle information
            2. Parts management
          3. Pharmaceuticals/medicines
            1. Medication card
            2. Contribution invoicing
          4. Food
            1. Assortment
            2. Fast order entry
          5. Furniture
            1. Variant configuration
            2. One-off items
        7. Summary
      16. 7. Storage and Logistics
        1. How to read this chapter
          1. Chapter objects
          2. The process
          3. Using standard features
          4. Defining the modules
            1. Storage
            2. Logistics
            3. Invoicing
        2. The storage application
          1. Documents
          2. Look, learn, and love
            1. Journal
            2. Documents
            3. Master data
          3. Drawing the design pattern
            1. Sharing tables
          4. Getting started
          5. Opening balance
          6. Products
            1. Warehouse
            2. Regions
            3. Shelves
          7. Registration worksheet
          8. Storage documents
            1. Receipt
            2. Put-away
            3. Shipment
            4. Picks
        3. The logistics application
          1. Drawing the design patterns
          2. Getting started
          3. Shipments
          4. Routes
            1. Combining shipments
            2. Route optimizer
          5. Route follow up
          6. Incidents
            1. Follow up
        4. The invoicing application
          1. Income and expense
          2. Invoicing
            1. Sales Line
            2. Codeunit Sales-Post (80)
          3. Pricing methodology
            1. Storage prices
            2. Calculation
            3. Result
          4. Periodic invoicing
            1. Processing the buffer
          5. Combined invoicing
        5. Add-on flexibility
          1. Value-added logistics
          2. Item tracking
          3. Third- and fourth-party logistics
        6. Summary
      17. 8. Consulting
        1. The process
          1. Fits
          2. Gaps
            1. Resource groups
            2. Item calculation
            3. Issue registration
        2. Getting started
          1. How many jobs
            1. Job Card
          2. Job task and planning lines
          3. Job journal
          4. Job examples
            1. Chapter objects
            2. The new implementation
              1. Budgeting
            3. The infrastructure
            4. The upgrade
            5. The support team
          5. Time sheets
            1. Design pattern
          6. Purchasing
            1. Item costing versus work in progress
          7. Invoicing
          8. Calculating work in progress
            1. WIP post to general ledger
        3. Changing jobs
          1. Quantity budgeting
          2. Resource Groups
          3. Calculations
          4. Issue registration
        4. Summary
      18. 9. Interfacing
        1. Interface types
          1. Import and export
            1. Manual
            2. Data pulling
            3. Data pushing
          2. Event-driven versus timer-driven
        2. Interfacing technologies
          1. File
          2. Automation control
            1. Events
            2. Limitations
          3. DotNet interoperability
          4. Client extensibility
          5. Open Database Connectivity (ODBC)/ADO
            1. Reading from Microsoft Dynamics NAV
            2. Writing to Microsoft Dynamics NAV
            3. Talking to other databases
          6. SQL Server interfacing
          7. Microsoft Message Queue
            1. Application server
          8. Web services
            1. Exposing a NAV web service
            2. Consuming a Microsoft Dynamics NAV web service
        3. Standard application interfaces
          1. Office integration
            1. Word and Excel integration
              1. Style sheet tool
          2. Advanced Excel integration
          3. Outlook integration
            1. Outlook part
            2. ExtendedDatatype property
            3. Mail and SMTP mail codeunits
            4. Outlook synchronization
            5. Exchange integration
              1. Interaction log entries
            6. Office 365
          4. SharePoint
          5. Client add-ins
        4. Interface methodologies
          1. The scenario
          2. The design
            1. The mapping
            2. The gaps
            3. What if it does not work
          3. The scenario
            1. The interface type
            2. The interface technology
              1. Active data objects
            3. Logging
            4. The design pattern
            5. The solution
              1. COMMIT
              2. Writing data
              3. Reading data
              4. Log, log, and log more
            6. Testing
              1. The RF database
              2. The test
            7. Viewing the results
              1. SQL Statements
              2. The buffer tables
              3. The RF database
        5. Interfacing into the future
          1. Cloud-enabled Microsoft Dynamics NAV
        6. Summary
      19. 10. Application Design
        1. Application life cycle
          1. Design to use
            1. Pages
            2. Role centers
              1. Squash application
              2. Storage and Logistics
            3. Reports
          2. Design to Maintain
            1. Naming
              1. Singular and plural
              2. Reserved words
              3. Names and abbreviations
            2. Quantity versus quality
              1. Loosely coupled
          3. Design to support
            1. Second-level support
          4. Design to upgrade
            1. Has Microsoft changed my (referenced) object
              1. CRM (Version 2.0)
              2. Dimensions (Version 3.x)
              3. Bin code (Version 3.x)
              4. Inventory valuation (Version 3.x)
              5. Item tracking (Version 3.6 and 4.0)
              6. MenuSuite (Version 4.0)
              7. Jobs (Version 5.0)
              8. Dimensions (Version 2013)
              9. Item costing (almost all versions)
            2. Documentation
            3. Split operational and financial information
          5. Design to perform
            1. OLTP versus OLAP
            2. Fast transaction posting
              1. Cleanup unused indexes
              2. Application setup
            3. Job Queue
              1. Background posting
            4. Date compressing and cleanup
              1. Date compression
              2. Data cleanup
            5. Locks, blocks, and deadlocks
              1. Native server versus SQL Server
              2. Locking principles
              3. Deadlocks
              4. Blocking and deadlocks in Microsoft Dynamics NAV
            6. Impact on development
          6. Design to analyze
            1. Report design
        2. Version and object management
          1. What is a version
          2. Version numbering
            1. Combining versions
          3. Creating a version
            1. Tracking object changes
            2. Saving older versions
        3. Development methodology
          1. A sample approach
            1. Fit/gap analysis
            2. Prototyping
            3. Development
              1. Testing
            4. Implementation
            5. Maintenance and support
        4. The project
          1. Standard, customized, or both
            1. Add-on products
            2. Customizing
            3. Total cost of ownership
            4. The Road to Repeatability program
          2. Roadmap to success
        5. Summary
      20. A. Installation Guide
        1. Licensing
          1. Installing Microsoft Dynamics NAV
          2. Changing the license
            1. Restarting service tier
        2. Installing the objects
          1. Importing a FOB file
          2. Installing the Dynamic Link Library files
            1. Registering NavMaps.dll
            2. Registering VEControl.dll
      21. Index