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Index
Implementing Microsoft Dynamics NAV 2013
Table of Contents
Implementing Microsoft Dynamics NAV 2013
Credits
About the Authors
Acknowledgement
Acknowledgement
About the Reviewers
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Introducing Microsoft Dynamics NAV 2013
Understanding Microsoft Dynamics NAV
History of Dynamics NAV
Functional areas
Financial Management
Accountancy
G/L budgets
Account schedules
Cash management
Fixed Assets
VAT reporting and intrastat
Intercompany transactions
Consolidation
Multicurrency
Sales & Marketing
Customers
Order processing
Approvals
Pricing
Marketing
Purchase
Vendors
Order processing
Approvals
Pricing
Planning
Warehouse
Items
Locations
Transfer orders
Assembly
Pick and put-away
Inventory
Manufacturing
Product design
Capacities
Planning
Execution
Costing
Subcontracting
Job
Job card
Phases and tasks
Planning
Time sheet
Invoice jobs
Work in process (WIP)
Resource planning
Resource card
Pricing
Service
Service items
Contracts
Price management
Service orders
Service tasks
Fault reporting
Human resources
Employees
Absence registration
Country localizations
Vertical and horizontal solutions
Access Dynamics NAV
Windows client
Web client
SharePoint client
Web Services
Development environment
Summary
2. What's New in NAV 2013
Application changes
Improvements to the Windows client
Ribbon
Select all
Copy/paste rows
Quick Entry
New keyboard shortcuts
Business Intelligence and KPIs
User collaboration tools
Application features
Financial Management
Cash flow
Cost accounting
VAT Rate Change Tool
VAT Reports
Assembly management
Assembly items
Assembly orders
Warehouse management
Inventory
Supply planning
New planning parameters
Order modifiers
Setup best practices
Jobs
Resources
RapidStart Services
CRM integration
Payment services
Development changes
Development Environment
Debugging
Page development
Page testing
Report development
Query development
XMLport development
Start ID Offset
Changes to C/AL functions, data types, properties, and triggers
.NET interoperability
Enhancements in RoleTailored client control add-ins
Standard C/AL code redesign
G/L Entry table locking redesign
Storing dimension entries
Dimension sets
Dimension set entries
Performance improvement
ADCS
IT changes
Installation
Dynamics NAV Server Administration
Windows PowerShell 2.0 cmdlets
Web client
Portal Framework for SharePoint 2010
User and credential types
NAS services
OData web services
Database changes
Unicode
ClickOnce
Deprecated features
Deprecated application features
Deprecated developer and IT features
Summary
3. Dynamics NAV – General Considerations
The data model
Master data
Documents
Journals
Entries
Creating ledger entries
Combining all concepts
No Save button
The main advantage
When is data checked
The main contra
The posting routines
Checking the posting routine with an example
Posted data cannot be modified (or deleted)
Navigating through your data
The Navigate functionality
Other ways to navigate
Filtering to find the data you need
Real-time data gathering – the SIFT technology
Everything leads to accounting
The Dynamics NAV database
The TableRelation property
Coded data rules
Summary
4. The Implementation Process
What is an implementation
Methodology
The Waterfall approach
The Agile approach
Using the best of both
Microsoft Dynamics Sure Step
Project types based on the Waterfall approach
The Rapid project type
The Standard project type
The Enterprise project type
The Upgrade project type
The Agile project type
Roles
Salesperson
Project manager
Business consultant
Key users
Analyst
Developer
Implementer
End users
Summarizing the roles
Phases
Presales
Getting the project requirements
Designing the solution
Configuration
Modifying standard Dynamics NAV functionality
New functionalities
Data migration
Development
Deployment
Software and hardware installation
Configuration
Data migration
User-acceptance test
End users' training
Go-live!
Support
Summary
5. The Implementation Process on the Customer Side
Definition of goals
Defining the internal processes
Questions to be asked
Improve before automating
Getting the requirements
Change management
Get involved in testing the system
Involve end users
Summary
6. Migrating Data
Tools to migrate data
RapidStart Services
Configuration wizard
Configuration packages
Creating a configuration package
Applying a configuration package
Configuration worksheet
Creating the migration structure
Migrating your data
Configuration templates
Creating a configuration template
Using configuration templates
Configuration questionnaire
Creating a configuration questionnaire
Completing the configuration questionnaire
Summary of RapidStart Services
Using XMLports to migrate data
The XMLport structure
Running the XMLport
Writing code inside the XMLport
The document structure
Filling data not included in the XML file
Validation order may change our data
Writing your own tools
Converting data from the old system to suit Dynamics NAV's needs
Master data
Open entries
Customer entries
Vendor entries
Bank entries
Item entries
Fixed-asset entries
Accounting balances
Historical data
Open documents
Choosing a go-live date
Going live at the beginning of the fiscal year
Going live in the middle of a fiscal year
Summary
7. Upgrading to Microsoft Dynamics NAV 2013
Upgrading philosophy
Upgrading process checklist
Preparing to upgrade
Upgrading from 2009, 2009 SP1 or 2009 R2
Upgrading the 2009 application code
Upgrading the 2009 data
Upgrading from 5.0 or 5.0 SP1
Upgrading the 5.0 application code
Upgrading the 5.0 data
Upgrading from 4.0, 4.0 SP1, 4.0 SP2, or 4.0 SP3
Upgrading the 4.0 application code
Upgrading the 4.0 data
Upgrading from 3.60 or 3.70
Upgrading the 3.60 or 3.70 application code
Upgrading the 3.60 or 3.70 data
Upgrading steps in detail
Preparing to upgrade
Migrating to SQL Server
Testing the database
Upgrading the application code
Getting object versions
Converting objects to the Dynamics NAV 2013 format
Carrying out customizations to the new version
Transforming forms to pages
Transforming reports
Revising and modifying customized code
Upgrading the data
Upgrading tools
Upgrade Toolkit
Text format upgrade
Form transformation
Report transformation
Upgrading Hybrid reports
Upgrading Classic reports
Comparing text tools
MergeTool
Downloading MergeTool
Installing MergeTool
Using MergeTool
Importing the old base version
Importing the old custom version
Importing the new base version
Comparing the old base and new base versions
Merging all versions
Exporting the new custom version
Importing the new custom version to a Dynamics NAV 2013 database
Summary
8. Development Considerations
Setup versus customization
Data model principles
Basic objects
Object elements
How tables are structured
Understanding table structures
Master tables
Secondary tables
Setup tables
Document tables
Entry tables
Journal tables
The final picture
The structure of pages
Understanding page structures
Role center pages
Card pages
List pages
Document pages
ListPart pages
Worksheet pages
ConfirmationDialog pages
NavigatePage pages
The final picture
The posting process
The codeunit structure for sales posting
The codeunit structure for general journal posting
Where to write customized code
Validating fields
Checking data
Batch jobs
How to write customized code
Language
Spacing and alignment
Comments
Text constants
C/AL statements
Naming conventions
Naming objects
Table objects
Page objects
Report objects
Table fields
Codeunit objects
Variables
User-defined functions
Using small functions
Summary
9. Functional Changes on Existing Implementations
General guidelines
What is a functional change
The Requisition Worksheet
Fixed Assets
Item Tracking
Extending a customized functionality
Interactions with other functionalities
The Requisition Worksheet
Fixed Assets
Item Tracking
Creating a new item
Creating and posting a purchase order for the new item
Creating and posting a Sales Order for the new item
Turning on Item Tracking for the new item
Undoing the Sales Shipment posted for the new item
Extending a customized functionality
Writing a to-do list to implement a change
The Requisition Worksheet
Fixed Assets
Item Tracking
Extending a customized functionality
Choosing the right time
The Requisition Worksheet
Fixed Assets
Item Tracking
Extending a customized functionality
Planning the change
The Requisition Worksheet
Fixed Assets
Item Tracking
Extending a customized functionality
Summary
10. Data Analysis and Reporting
Using filters and FlowFilters
Creating Views
Statistics
Charts
The Show as Chart option
Adding charts to the Role Center page
Creating and configuring charts
Using reports
Finding reports
Running reports
Types of reports
List reports
Test reports
Posting reports
Transaction reports
Document reports
Report Selection
Other reports
Account schedules
Analysis views
Understanding dimensions
Setting up new dimensions
Categorizing dimensions
Accessing dimensions
Creating an analysis view
Updating analysis views
Using analysis views
Analysis by Dimensions
Analysis views as a source for account schedules
Extracting data
Sending data to Microsoft Office applications
Sending data to Microsoft Word
Sending data to Microsoft Excel
Extracting data through web services
Other ways to extract Dynamics NAV data
Understanding report development
Reports anatomy
Defining the dataset
Designing the visual layout
Rules for flattening data
Report design guidelines
Summary
11. Debugging
The art of debugging
Debugging in Dynamics NAV 2013
Starting the debugger
Break Rules
Placing breakpoints
From the Object Designer
In the current statement of the debugger
Conditional breakpoint
The debugger breakpoint list
Line-by-line execution
The Step Into option
The Step Over option
The Step Out option
The Continue option
The Call Stack FactBox
Watch variables
Adding variables from the Debugger Variables List window
Adding variables from the code viewer
Code Coverage
Importing the Code Coverage objects
How to use the Code Coverage feature
When to use the Code Coverage feature
Summary
12. The Query Object
What is a query
Query Designer
Defining our first query
Adding complexity to the query
The DataItemLinkType property
Where to use queries
C/AL code
Charts
Web services
External applications
Excel and PowerPivot
Query performance
Summary
13. Applications Included in Dynamics NAV
Jet Reports Express
Downloading Jet Reports Express
Installing Jet Reports Express
Installing Jet Reports Express on client machines
Installing Jet Reports Express on Dynamics NAV 2013
Configuring Jet Reports Express
Creating your first Jet Reports Express report
Adding filters
Analyzing the data
Using Jet Reports to retrieve data
Zetadocs Express
Installing the Zetadocs client
Adding Zetadocs SharePoint Extensions
Importing NAV objects into Microsoft Dynamics NAV
Configuring Zetadocs in Dynamics NAV
Installing the Zetadocs help files
Summary
Index
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