MS Navision Training

"The Way to Grow is through Navision Training"

When making an investment in an
accounting software program such
as MS Navision, your company must
consider TRAINING as one of the
most important phases of the entire
implementation.

Training is what will enable your company to experience an ROI more quickly and will prohibit downtime in utilizing and setting up MS Navision. Training will also prevent confusion and disruption of daily tasks and business processes.

The more educated your company and entire staff are as to how MS Navision should be setup and how MS Navision operates, the sooner your company will experience multiple ROIs anywhere from saving your company thousands of dollars to saving your company time.

But to understand where your company is saving money and time, you must first UNDERSTAND MS NAVISION and this is done through TRAINING.

A Certificate of Completion & Letter of Recognition are provided upon completion of a class.

 




Navigating Navision

This course is an introduction to the Navision Accounting System and provides a thorough overview of the system-wide features for navigating and using the product.

Topics Covered
Microsoft Windows Review
Overview of Functional Areas
Navigation of Navision Menus, Toolbars, Online Help
Understanding of Statusbar, Shortcut & Function Keys
Printing
Searching/Sorting Data
Applying Filters

TOP

Basic General Ledger

An introduction to the Navision General Ledger (GL) Functional Area.

Topics Covered
Basic Company Setup
Posting Setup
Accounting Periods
Chart of Accounts
General Journals
Tracing Transactions
Corrective Entries
Basic Account Schedules
Closing Fiscal Year


TOP


General Ledger- Account Schedules

Explore the functionality of Navision's powerful Account Schedules granule.

Topics Covered
Creating Account Schedules
Working with Account Schedule Layouts
Creating Account Schedule Rows
Creating Account Schedule Columns
Applying Filters
Using Navision's Trendscape Feature

TOP

General Ledger- Bank Reconciliation

This course explores the functionality of Navision's Bank Reconciliation granule.

Topics Covered
Bank Account Setup
Transfers between Bank Accounts
Filling in Reconciliation Lines
Correcting Reconciliation Lines
Applying Entries
Handling Erroneous Bank Statement Transactions
Posting Transactions Recorded by Bank Only
Posting Bank Reconciliations
Analyzing Bank Account Statistics

TOP


General Ledger- Recurring Journals

Explore the functionality of Navision's Recurring Journals feature.

Topics Covered
Overview of Recurring Entries
Recurring Methods
Recurring Frequency
Posting Date
Expiration Date
Filling in a Recurring Journal
Posting Recurring Journal Entries

TOP

Basic Sales & Receivables

This course covers the Sales & Receivables functional area of Navision.

Topics Covered
Sales & Receivables Setup
Customer Setup
Customer Posting Groups Setup
Customer Bank Account Setup
Sales Payment Terms & Methods
Sales Shipping Methods
Item Reservations
Salesperson Statistics & Commissions
Sales Quotes, Orders, and Invoices
Blanket Orders, Partial Shipments & Invoicing, Drop Shipments
Alternate Invoicing & Shipping, Quantity, Invoice
Customer/Item & Payment Discounts
Issuing Sales Credit Memos, Calculate Finance Charges, and Manage Receivables

TOP


Basic Purchases & Payables

This course covers the Purchases & Payables functional area of Navision.

Topics Covered
Purchases & Payables Setup
Vendor Setup
Vendor Posting Groups Setup
Vendor Bank Account Setup
Purchase Payment Terms & Methods
Purchase Shipping Methods
Item Reservations
Purchase Quote, Orders, Receipts, & Invoices
Blanket Orders
Partial Receipts & Invoices, Reordering, Quantity, & Invoice
Payment Discounts
Posting Payments to Vendors, Suggested Vendor Payments
Purchase Credit Memos & Writing Checks

TOP

Basic Inventory

Explore the Inventory Functional Area in Navision.

Topics Covered
Inventory Setup
Inventory Reservations Setup
Inventory Posting Groups Setup
Units of Measure
Inventory Reservations, Multiple Locations, Serial Numbers
Recurring Item Transactions
Adjusting Sales Prices
Alternate Prices
Inventory Statistics
Inventory Adjustments
Taking Physical Inventory
Inventory Valuation
Cost of Goods Sold

TOP


Human Resources

Explore the Human Resources Functional Area of Navision.

Topics Covered
Causes of Absence
Causes of Inactivity
Grounds for Termination
Unions
Employment Contracts, Qualifications, Relatives
Confidential Information
Posting Groups
Filing Status, Pay Cycles
Payroll Rates, Tax Authorities, Tax Form Classes
Setting up Employees
Analyzing Employee Information
Registering Employee Absences

TOP

Payroll US

This course covers the Payroll Functional Area of Navision.

Topics Covered
Payroll Overview
Payroll Controls
Payroll Groups
Time Journal, Payroll Journal Entries, Creating Additional Journals
Creating Payroll Checks, Checking Payroll Journal Entries
Direct Deposit
Posting Payroll Journal Entries, Voiding a Posted Check
Liabilities to Purchases & Payables
Labor Burden, Quarterly Recalculations, End of Year Carry Forward
Updating Tax Data, Working with Registers, Printing Reports

TOP


Warehouse Management

This course covers the Warehouse Management Functional Area of Navision and is tailored to the Distribution Industry/the Distributor.

Topics Covered
Purpose of Warehouse Managements
Defining the Warehouse
Receiving & Put-Away
Picking, Pick By Order, Pick To Tote, Pick To Stage
Wave Picking, Cross-Docking
Physical Inventory
Cycle Counting, Initial Setup

TOP

Basic Report Designer

This course covers the Basics of the Report Designer Tool in Navision. We'll train you to design your own reports in Navision.

Topics Covered
Review of Reporting and Report Designer Basics
Using C/AL Code in Reports
Using Triggers in Reports
Using Virtual Tables
Counting Number of Entries
Creating the Request Form
Creating Nonprinting Reports

TOP


Advanced Report Designer

This course covers the more advanced features of the Report Designer Tool in Navision.

Topics Covered
Review of Reporting & Report Designer Basics
Using C/AL Code in Reports
Using Triggers in Reports
Using Virtual Tables
Counting Number of Entries
Creating the Request Form
Creating Nonprinting Reports

TOP

Basic Form Designer

This course covers the basic features of the Form Designer Tool in Navision.

Topics Covered
Form Fundamentals
Creating Forms
Working with Controls
Saving Forms
Compiling Forms
Running Forms
Form and Control Properties
Types of Controls
Adding Controls
Tools for Customizing Controls
Setting Control Properties
Using Controls in Applications

TOP


Advanced Form Designer

This course covers the more advanced features of the Form Designer Tool in Navision.

Topics Covered
Main Forms & Subforms
Looking Up & Validating Entries
Drilling Down to Underlying Transactions
Launching Another Form
Designing Menu Buttons
Using C/AL Code in Form & Control Triggers

TOP

Basic Table Designer

Explore the basic features of the Table Designer Tool in Navision.

Topics Covered
Table Fundamentals
Fields, Data Types, Keys, FlowFields, FlowFilters
Creating a Table
Saving Data
Viewing Data
Sorting Data
Dividing the Database into Companies
Table & Field Properties

TOP


Advanced Table Designer

This course covers the more advanced features of the Table Designer Tool in Navision.

Topics Covered
CalcFormulas
Using C/AL Code in Table & Field Triggers
Setting Relationships between Tables
Changing Tables that contain Data
Temporary Tables
System Tables
Virtual Tables

TOP

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