Microsoft Dynamics NAV Knowledge Workshop

Prepayments

Date: Thursday 21 January, 2010
Time: 9.30 AM - 12.30 PM
Price: Free
Audience: Existing NAV customers
Location: Technology Management, Wolverhampton

Prepayments are payments that are invoiced and posted to a sales or purchase prepayment invoice before final invoicing. In Microsoft Dynamics NAV users can define prepayment requirements on customers and vendors for all items or selected items. After completing the required setup, a user will be able to generate prepayment invoices from sales and purchase orders for the calculated prepayment amount, and correct prepayment invoices as needed.

During this workshop we will

• Explain the requirements for setting up prepayments.
• Set up and assign prepayment General Ledger accounts.
• Set up prepayment numbering for sales and purchases.
• Set up default prepayment percentages on customers and vendors.
• Set up default prepayment percentages for Customer-Item and Vendor-Item combinations.
• Set up prepayment posting verification for sales and purchases.
• Explain the prepayment processing flows for sales and purchase orders.
• Describe the prepayment-specific fields on sales and purchase orders.
• Create sales and purchase orders with prepayment percents and amounts.
• Create prepayment invoices from sales and purchase orders.
• Explain the processes available to correct posted prepayment invoices.

Creating XML Style Sheets

Date: Thursday 18 February, 2010
Time: 9.30 AM - 12.30 PM
Price: Free
Audience: Existing NAV customers
Location: Technology Management, Wolverhampton

Creating XML Style Sheets for Data Export from Microsoft Dynamics NAV However, if you want to create more style sheets or modify an existing one, you need to have knowledge of XML and C/AL programming in order to add the relevant data elements. This workshop will demonstrate how to simplify this process, using a style sheet tool which has been created that does not require programming knowledge.

The first version of this tool will support the export of data to Word, and this means that the only skill required to create additional style sheets is some end user knowledge of Word. In general, all you need to do is set up a definition in Microsoft Dynamics NAV by selecting the fields that you want to be visible in the final Word document, convert the information to Word and format the style sheet template as needed.

Analysis and Reporting in Financial Management

Date: Thursday 18 March, 2010
Time: 9.30 AM - 12.30 PM
Price: Free
Audience: Existing NAV customers
Location: Technology Management, Wolverhampton

The objectives for this workshop are the introduce you to reconciling and managing your Analysis and Reporting in Financial Management by :

• Creating and learning how to use Accounts Schedules,
• Exporting Account Schedules to Excel
• Filtering Account Schedules using Dimensions.
• Running a Trial Balance and using the Account Schedule Reports for month end accounts.
• Creating and setting up of Analysis views when running this report the data can be exported to excel into pivot tables.

Bank Reconciliations

Date: Thursday 15 April, 2010
Time: 9.30 AM - 12.30 PM
Price: Free
Audience: Existing NAV customers
Location: Technology Management, Wolverhampton

This workshop includes information on how Bank transactions are reconciled to your Bank Statements and how to deal with making adjustments. We will show tips on how to post your Cash Receipts and Payment Journals to make reconciliations easier.

The objectives for this workshop are the introduce you to reconciling and managing your Bank Accounts and Reconciliation Routines

• Explain Bank Posting Set ups
• How to Create a Bank Account Card
• Running the Periodic Activity – Bank Reconciliation
• Making adjustments and entering missing transactions from Statement in to Navision
• Posting Cash Receipts and Payment Journals with and without VAT

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