Microsoft dynamics NAV 2013 application design

MicrosoftDynamicsNAV2013
ApplicationDesign


TableofContents
MicrosoftDynamicsNAV2013ApplicationDesign
Credits
Foreword
AbouttheAuthor
Acknowledgments
AbouttheReviewers
www.PacktPub.com
Supportfiles,eBooks,discountoffers,andmore
Whysubscribe?
FreeaccessforPacktaccountholders
InstantupdatesonnewPacktbooks
Preface
Whatthisbookcovers
Whatdoyouneedforthisbook
Whothisbookisfor
Conventions
Wheretofindthescreensinthisbook
Screenshots
Howtoreadtheapplicationschemas
Numberanddatepunctuation
Readerfeedback
Customersupport
Errata
Piracy

Questions
1.IntroductiontoMicrosoftDynamicsNAV
Versionsandhistory
Whatisthisbookabout
Setupversuscustomization


Thebeautyofsimplicity
Horizontalversusverticalsolutions
Opensource
Designpatterns
Architecturalpatterns
Designpatterns
Implementationpatterns
APIs
Structureofthisbook
TheRoleTailoredconcept
Thebuildingblocks
Tablesasuserinterfaceandbusinesslogic
DynamicsNAVinthroughoutsupplychain
Somebasicdesignpatterns
Numberseries
Extendedtext
Navigate
Setuptables
Postinggroups
Pricing
Dimensions
Architecturaldesignpatterns
Masterdata

Journals
Thegeneralledger
Balancing
Flowfieldsandflowfilters
Morejournalsandentries
Postingschema
Subanddetailedentries
Combiningthejournalsintoprocesses


Documentstructure
Documenttransactions
Otherpatterns
Relationshipmanagement
Jobs
Manufacturing
Summary
2.ASampleApplication
Fit-gapanalysis
Designingasquashcourtapplication
Look,learn,andlove
Drawingthetableandpostingschema
Theprojectapproach
Interfacingwiththestandardapplication
Designpatterns
Gettingstarted
Creatingsquashplayers
CreateVendorversusCreateCustomer
Reverseengineering
Designingajournal

Squashcourtmasterdata
Chapterobjects
Reservations
Thejournal
Reservation
Invoicing
Timecalculation
Pricecalculation
Squashprices
PriceCalcMgt.codeunit
Inheriteddata


Dimensions
Masterdata
Journal
Posting
Thepostingprocess
Checkline
Postline
Invoicing
Invoicedocument
Salesheader
Salesline
Dialog
Postingprocess
Analyzetheobject
Makingthechange
Navigate
FindRecords

ShowRecords
Testing
Summary
3.FinancialManagement
Chartofaccounts
Postingaccounts
VATversussalestax
Theentrytables
Subaccounting
Workingwithgeneraljournals
Entryapplication
Postinggroups
Dimensions
Budgeting


Creatingbudgetentries
Accountingperiods
Closingdates
Currencies
Consolidation
VATstatement
Dataanalysis
Chartofaccounts
Accountschedules
Analysisbydimensions
Thesetup
Customizingfinancialmanagement
SaleslinedescriptiontoG/LEntries
ExtrafieldsintheG/LEntries

Integratingwithfinancialmanagement
CreatingaG/Ltransaction
TheC/ALcode
Advancedentries
Look,learn,andlove
Summary
4.RelationshipManagement
Howcompanieswork
Contacts
Salutationcodes
Alternativeaddresses
Relationshipswithcustomerandvendor
Duplicates
Profiles
Automaticprofiles
Interactions
Automaticinteractions


Finishedinteractions
To-do’s
Opportunities
Workflow
Salesstages
Activitycodes
Creatinganopportunity
Salesquote
Closingthedeal
Creatingsegments
Addingcontacts

Refine/reducecontacts
Segmentcriteria
Mailinggroups
Logsegment
Campaigns
Pricing
Segments
Activate
Outlookintegration
E-maillogging
Thesetup
Customizingrelationshipmanagement
Salutationformulatypes
Supporttheformula
TheGetSalutationfunction
Setupthesalutationformula
Testthesolution
Customerandvendornumbering
Disablingthedirectcreationofcustomersandvendors
Sharingcontactinformationacrosscompanies


Sharetables
Businessrelation
C/ALcodemodifications
NumberSeries
Finalsteps
Alternativeapproaches
Addingcontactstosegments
Expandingreport

Implementingcriteriafilters
Testsolution
Summary
5.Production
Whatisproduction?
Productionmethodologies
Rawmaterials
Basicproductionprinciples
Billofmaterials
Materialrequirementsplanning
GarbageInGarbageOut
MasterProductionSchedule
Itemcosting
Itemtracking
Qualitycontrol
Energyandwaste
AssociationforOperationsManagement
Gettingstarted
Assembling
Designpatterns
Theitems
Itemcosting
Itemtracking


Thebillofmaterials
Calculatingthestandardcost
Creatingtheinventory
Adjustingcostitementries
PostinginventorycosttoG/L

Check,check,anddoublecheck
Recalculatingthestandardunitcost
Assemblyorders
Checkcosting(again)
Recalculatingtheunitcost(again)
Standardcostworksheet
ItemRevaluationJournal
Theresult
Summarizingitemcostingin10steps
Manufacturing
Theitems,machines,andworkcenters
Capacity
Productionbillofmaterials
Routing
Testingandlow-levelcode
Simulation,salesorders,orinventory
Make-To-Stock
Make-To-Order
Thesalesorder
CalculatingMPSandMRP
Requisitionversusplanningversussubcontractingworksheets
Inventoryprofileoffsetting
Atomiccoding
Calculatingaplan
Productionorderworkflow
Purchaseorders


Finishingproduction
Specializedproduction

Jobs
Verticalindustryimplementation
Fashion
Billofmaterials
Shippingworksheet
Automotive
Toolingandamortization
Itemtracking
Medicines
Lotnumbersandexpirationdates
Qualitycontrol
Food
Zeroinventory
Orderingschedules
Furniture
Calculations
Inventory
Summary
6.Trade
Theprocess
Wholesaleversusretail
Salesandpurchasing
Transactionmirroring
Sales
Orders
Quotetoorderandblanketordertoorder
Quotetoorder
Blanketordertoorder
Creatinganewsalesorder

Salesheader
Saleslines
Masterdataoptions
Saleslinefields
Validationflow
No.|field6
Quantity|field15
Unitprice|field22
UpdateUnitPrice
LineDiscount%|field27
UpdateAmounts
VATcalculation
Codecloning
Invoicing
Prepayments
Combinedinvoicing
Manual
Batch
Creditmemoandreturnorders
Purchasing
Resources
Dropshipments
Manual
Requisitionworksheet
Documentreleasingandapprovalprocess
Status
Releasingadocument
Manualversusautomaticreleasing
Documentapproval

Deletingsalesandpurchasedocuments
Datadeletion


Deletionofshipmentsandinvoices
Inventorymanagement
Items
Locations
Variants
Stockkeepingunits
CreatingaSKUfunction
Salespricing
Itemledgerentryapplication
ItemapplicationC/ALroutine
Requirementstoapplyanitemledger
Valueentries
Directcost
Valueentriesandgeneralledgerentries
Transferorders
Example
Requisitionworksheets
Reorderingpolicy
Extendingthereorderingpolicy
Virtualinventory
Warehousemanagement
Warehousestrategylevels
Locationsetup
Warehouseemployees
Bincode|level1
Example

Bincontent
Receiptandshipment|level2
Warehouserequest
Limitations
Put-awayandPick|level3


Warehouserequest
Warehouseactivities
Level2andlevel3comparison
Level4–receiptwithPut-awayworksheet
Whse.-activityregisterversuswhse.-activity-post
Level5–directedput-awayandpick
Zonesanddefaultbins
Bincalculation
Implementingandcustomizingwarehousemanagement
Reservations
Check-avail.periodcalc.
Alwaysversusoptionalreservation
Reservationentries
Creatingareservation
Ordertrackingpolicy
Example
Replenishment
Autoincrement
Tradeinverticalindustries
Fashion
Salesorders
Reservations
Automotive

Vehicleinformation
Partsmanagement
Pharmaceuticals/medicines
Medicationcard
Contributioninvoicing
Food
Assortment
Fastorderentry


Furniture
Variantconfiguration
One-offitems
Summary
7.StorageandLogistics
Howtoreadthischapter
Chapterobjects
Theprocess
Usingstandardfeatures
Definingthemodules
Storage
Logistics
Invoicing
Thestorageapplication
Documents
Look,learn,andlove
Journal
Documents
Masterdata
Drawingthedesignpattern

Sharingtables
Gettingstarted
Openingbalance
Products
Warehouse
Regions
Shelves
Registrationworksheet
Storagedocuments
Receipt
Put-away


Shipment
Picks
Thelogisticsapplication
Drawingthedesignpatterns
Gettingstarted
Shipments
Routes
Combiningshipments
Routeoptimizer
Routefollowup
Incidents
Followup
Theinvoicingapplication
Incomeandexpense
Invoicing
SalesLine
CodeunitSales-Post(80)

Pricingmethodology
Storageprices
Calculation
Result
Periodicinvoicing
Processingthebuffer
Combinedinvoicing
Add-onflexibility
Value-addedlogistics
Itemtracking
Third-andfourth-partylogistics
Summary
8.Consulting
Theprocess


Fits
Gaps
Resourcegroups
Itemcalculation
Issueregistration
Gettingstarted
Howmanyjobs
JobCard
Jobtaskandplanninglines
Jobjournal
Jobexamples
Chapterobjects
Thenewimplementation
Budgeting

Theinfrastructure
Theupgrade
Thesupportteam
Timesheets
Designpattern
Purchasing
Itemcostingversusworkinprogress
Invoicing
Calculatingworkinprogress
WIPposttogeneralledger
Changingjobs
Quantitybudgeting
ResourceGroups
Calculations
Issueregistration
Summary
9.Interfacing


Interfacetypes
Importandexport
Manual
Datapulling
Datapushing
Event-drivenversustimer-driven
Interfacingtechnologies
File
Automationcontrol
Events
Limitations

DotNetinteroperability
Clientextensibility
OpenDatabaseConnectivity(ODBC)/ADO
ReadingfromMicrosoftDynamicsNAV
WritingtoMicrosoftDynamicsNAV
Talkingtootherdatabases
SQLServerinterfacing
MicrosoftMessageQueue
Applicationserver
Webservices
ExposingaNAVwebservice
ConsumingaMicrosoftDynamicsNAVwebservice
Standardapplicationinterfaces
Officeintegration
WordandExcelintegration
Stylesheettool
AdvancedExcelintegration
Outlookintegration
Outlookpart
ExtendedDatatypeproperty


MailandSMTPmailcodeunits
Outlooksynchronization
Exchangeintegration
Interactionlogentries
Office365
SharePoint
Clientadd-ins
Interfacemethodologies

Thescenario
Thedesign
Themapping
Thegaps
Whatifitdoesnotwork
Thescenario
Theinterfacetype
Theinterfacetechnology
Activedataobjects
Logging
Thedesignpattern
Thesolution
COMMIT
Writingdata
Readingdata
Log,log,andlogmore
Testing
TheRFdatabase
Thetest
Viewingtheresults
SQLStatements
Thebuffertables
TheRFdatabase


Interfacingintothefuture
Cloud-enabledMicrosoftDynamicsNAV
Summary
10.ApplicationDesign
Applicationlifecycle

Designtouse
Pages
Rolecenters
Squashapplication
StorageandLogistics
Reports
DesigntoMaintain
Naming
Singularandplural
Reservedwords
Namesandabbreviations
Quantityversusquality
Looselycoupled
Designtosupport
Second-levelsupport
Designtoupgrade
HasMicrosoftchangedmy(referenced)object
CRM(Version2.0)
Dimensions(Version3.x)
Bincode(Version3.x)
Inventoryvaluation(Version3.x)
Itemtracking(Version3.6and4.0)
MenuSuite(Version4.0)
Jobs(Version5.0)
Dimensions(Version2013)
Itemcosting(almostallversions)


Documentation
Splitoperationalandfinancialinformation

Designtoperform
OLTPversusOLAP
Fasttransactionposting
Cleanupunusedindexes
Applicationsetup
JobQueue
Backgroundposting
Datecompressingandcleanup
Datecompression
Datacleanup
Locks,blocks,anddeadlocks
NativeserverversusSQLServer
Lockingprinciples
Deadlocks
BlockinganddeadlocksinMicrosoftDynamicsNAV
Impactondevelopment
Designtoanalyze
Reportdesign
Versionandobjectmanagement
Whatisaversion
Versionnumbering
Combiningversions
Creatingaversion
Trackingobjectchanges
Savingolderversions
Developmentmethodology
Asampleapproach
Fit/gapanalysis
Prototyping

Development
Testing
Implementation
Maintenanceandsupport
Theproject
Standard,customized,orboth
Add-onproducts
Customizing
Totalcostofownership
TheRoadtoRepeatabilityprogram
Roadmaptosuccess
Summary
A.InstallationGuide
Licensing
InstallingMicrosoftDynamicsNAV
Changingthelicense
Restartingservicetier
Installingtheobjects
ImportingaFOBfile
InstallingtheDynamicLinkLibraryfiles
RegisteringNavMaps.dll
RegisteringVEControl.dll
Index



MicrosoftDynamicsNAV2013
ApplicationDesign