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Microsoft Dynamics NAV 2016/2017 Core Setup & Finance (MB7-701) - PAKKE

  • apr 29
    mandag 29/04/2019 - fredag 03/05/2019
    09:00 - 16:00 Aarhus
    Hold-info
    Hold
    Finance
    man 29 apr 09:00 - fre 03 maj 16:00 Aarhus
    • Kr.28,995.00 ekskl. MOMS
    Ekskl. moms
  • apr 29
    mandag 29/04/2019 - fredag 03/05/2019
    09:00 - 16:00 Hillerød
    Hold-info
    Hold
    Finance
    man 29 apr 09:00 - fre 03 maj 16:00 Hillerød
    • Kr.28,995.00 ekskl. MOMS
    Ekskl. moms
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Kursusinfo

  • Dette kursus varer 5 dage
  • Der medfølger kursusmateriale til dette kursus
  • Fuld forplejning (Morgenmad, frokost, kage, kaffe og sodavand ad libitum)
  • Du har i alt adgang til din kursus-pc i 3 uger
  • 10 vouchers / 1000 Quattros

Varighed

Dette kursus varer 5 dage

Materialer

Der medfølger kursusmateriale til dette kursus

Forplejning

Fuld forplejning (Morgenmad, frokost, eftermiddagskage samt kaffe og sodavand ad libitum)

Remote adgang

Du har i alt adgang til din kursus-pc i 3 uger

QQ

Pris for QBS medlemmer

10 vouchers / 1000 Quattros

OBS OBS, der er ingen eksamen til dette kursus, eftersom Microsoft har fjernet alle eksamener og ikke længere udvikler eksamener til NAV.

Følgende kursusmaterialer udleveres på kurset: 

- Application Setup in Microsoft Dynamics NAV (80435A)
- Finance Essentials in Microsoft Dynamics NAV (80534A)
- Finance Advanced in Microsoft Dynamics NAV (80535A)
 
- Fixed Assets in Microsoft Dynamics NAV (80434A)

Accelereret indlæring 
Vi ved at mange af vores kursister er konsulenter og derfor er det vigtigt at uddannelse og certificering opnås hurtigt, så konsulenten kan betjene sine kunder. Undervisningen foregår fra 9-16 på selve kursusdagen og kombineret med vores hands-on tilgang, betyder det at vores kursister kan komme hurtigere igennem kurset.  

Kursusdatoer og opbygning

Kurset er på i alt 5 dage og opdelt således:

1 dag til Application Setup
1 dag til Finance Essentials
2 dage til Finance Advanced
1 dag til Fixed Assets

Fokus på indlæring via Hands-On

Vores kurser undervises efter SkillsHouses unikke hands-on koncept, dvs. fokus i undervisningen er på øvelser og ikke på at instruktøren underviser fra tavlen via PowerPoint hele dagen.

Nedenstående er de officielle kursusbeskrivelser fra Microsoft for de 4 kurser.
 

Course Outline for Fixed Assets
This instructor-led course provides students with the knowledge and skills to set up all aspects the Fixed Assets granules available for Microsoft Dynamics NAV. This course demonstrates how to set up Fixed Assets, how to perform a wide variety of Fixed Asset transactions, as well as how to handle reclassification, maintenance, and insurance where Fixed Assets are concerned.

Audience Profile

This course is intended partners wanting to learn how to set up Fixed Assets in Microsoft Dynamics NAV for their customer. For sales people, consultants, and implementers who need to understand the technical aspects of Microsoft Dynamics NAV2009 Fixed Assets and gain foundational knowledge of the application functionality.

At Course Completion

After completing this course, students will be able to:
  • Set up Fixed Assets
  • Perform a variety of Fixed Asset transactions
  • Reclassify Fixed Assets
  • Handle maintenance of their Fixed Assets
  • Handle insurance on their Fixed Assets

 

Course outline for Application Setup

This course provides students with the tools to implement and maintain cross-application setup data after the system components are installed. The focus is on the application-oriented work involved in setting up and maintaining company-wide rules, data, and users.

Audience Profile

This course is intended to a partner that sells and implements the Finance module to customers.  The typical partner has an ERP background and has a basic understanding of accounting principles.

At Course Completion

After completing this course, students will be able to:
  • Explain the dependencies between RapidStart Services and manual setup work.
  • Describe the different components and processes of RapidStart Services.
  • Explain and demonstrate all tasks in a RapidStart Services process.
  • Create a configuration worksheet.
  • Create a configuration package.
  • Create a configuration questionnaire.
  • Create a configuration template.
  • Initialize a new company with a configuration package.
  • Migrate customer data.
  • Transfer opening balances.
  • Explain how authentication works in Microsoft Dynamics NAV.
  • Manage security for Windows client users.
  • Set up a new user.
  • Explain the concepts of permission sets and permissions.
  • Create a new permission set, and assign permissions to it.
  • Apply security filters in Microsoft Dynamics NAV.
  • Perform user-specific setup.
  • Create, assign, and work with user profiles.
  • Explain the purpose of company-wide number series.
  • Set up number series.
  • Create number series relations.
  • Explain and set up trail codes, source codes, and reason codes.
  • Explain the purpose and organization of journal templates and journal batches.
  • Create general journal templates and general journal batches.
  • Explain and set up specific posting groups.
  • Explain and set up general posting groups.
  • Create a General posting setup.
  • Create an Inventory posting setup.
  • Explain and set up VAT posting groups.
  • Create a VAT posting setup.
  • Describe posting setups based on the chart of accounts.
  • Demonstrate how posting groups direct a sales transaction.
  • Explain and set up dimensions and dimension values.
  • Explain and set up global and shortcut dimensions.
  • Explain and show how dimension combinations are set up.
  • Explain and show how single and multiple default dimensions are set up.
  • Explain and show how account type default dimensions are set up.
  • Explain and show how default dimension priorities are set up.
  • Explain the possibility and resolution of conflicting default dimensions.
  • Show how to use dimension and dimension values in journals and documents under different dimension setup scenarios.
  • Set up the general features of the document approval system.
  • Set up approval templates.
  • Set up user logons for use with document approvals.
  • Set up approval users in a hierarchy.
  • Set up the notification system for approvals.
  • Send an approval request.
  • Approve a sales or purchase document.
  • Maintain substitute approvers.
  • Manage overdue notifications.

Course outline for Finance Essentials
This course provides students with the tools to set up the financial management application area. The focus is on the key financial functions within the organization such as the Cash Management, the management of VAT, Journal development and transactions, the General Ledger, and Receivables and Payables Management.

Audience Profile

This course is intended for a partner that sells and implements the finance module to customers.  The typical partner has an ERP background and is strong in accounting principles.

At Course Completion

After completing this course, students will be able to:
  • Explain and set up the fields on the General Ledger Setup window.
  • Explain and set up Accounting Periods.
  • Explain how to use the Chart of Accounts.
  • Explain the elements of the G/L Account Card.
  • Explain the elements of the G/L Account Card ribbon.
  • Explain the elements of the Chart of Account ribbon.
  • Explain the general journal entry and posting system.
  • Create and post general journal entries.
  • Describe standard general journals.
  • Describe recurring general journals and include the fields and allocations.
  • Show how to use recurring journals with allocations and how to record accruals.
  • Explain how to reverse and correct journal entries.
  • Describe the Bank Account Card.
  • Explain the Payments FastTab on the customer card.
  • Explain the Payments FastTab on the vendor card.
  • Show how to enter and post payments received from customers, by using cash receipt journals.
  • Show how to enter and post payments to vendors by using the payment journal.
  • Explain the Suggest Vendor Payments batch job.
  • Explain how to print and post payables checks.
  • Explain and show how to financially void a check.
  • Explain how to void and reprint computer checks.
  • Explain how to apply entries to customer and vendor ledger entries.
  • Explain how to unapply entries to customer and vendor ledger entries.
  • Explain how to reverse customer ledger entries posted by using journals.
  • Review the Bank Account Reconciliation window and the options for populating the bank reconciliation lines.
  • Show how to process a bank reconciliation.
  • Set up Microsoft Dynamics NAV to use payment discounts.
  • Process transactions for various situations that benefit from payment discounts.
  • Set up Microsoft Dynamics NAV to use a payment discount tolerance.
  • Process transactions for various situations that benefit from using a payment discount tolerance.
  • Set up Microsoft Dynamics NAV to use a payment tolerance.
  • Process transactions for various situations that benefit from using a payment tolerance.
  • Review how a payment discount tolerance and a payment tolerance are reflected in the detailed customer and vendor ledger entries.
  • Explain why and when Reminders and Finance Charge Memos are used.
  • Set up Microsoft Dynamics NAV to use reminders.
  • Explain how to create and issue reminders.
  • Set up Microsoft Dynamics NAV to use finance charge memos.
  • Explain how to create and issue finance charge memos.
  • Explain the different VAT calculation types.
  • Show how to reverse a VAT charge.
  • Describe how to correct a posted VAT entry.
  • Show how to record Import VAT.
  • Explain the Prices Including VAT fields on sales and purchase documents.
  • Explain how to adjust calculated VAT amounts in sales and purchase documents and journals.
  • Describe unrealized VAT.
  • Explain, create, and print a VAT Statement.
  • Explain and run the Calc. and Post VAT Settlement batch job.
  • 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 percentages and amounts.
  • Create prepayment invoices that are from sales and purchase orders.
  • Explain the processes available to correct posted prepayment invoices.
  • Close the accounting periods for the fiscal year.
  • Explain and run the Close Income Statement batch job process.
  • Complete the closing process by posting the general journal.

 

Course outline for Finance Advanced
This course provides students with the tools to set up the financial management application area. The focus is on the advanced financial functions within the organization such as multicurrency, cost accounting, cash flow forecast, and the VAT rate change tool.  Furthermore, this course focuses on internal reporting and analysis functionality, in addition to the means for sharing data outside of the Microsoft Dynamics NAV environment, either through XBRL—a language for tagging financial data—or by exporting data to Microsoft Office Excel 2010.

Audience Profile

This course is intended for a partner that sells and implements the finance module to customers.  The typical partner has an ERP background and is strong in accounting principles.

At Course Completion

After completing this course, students will be able to:
  • Set up Intrastat for use in Microsoft Dynamics NAV.
  • Explain how to run and submit Intrastat reports.
  • Explain and demonstrate the preparation of the VAT rate change process.
  • Explain and set up the VAT rate change tool.
  • Explain and demonstrate how to perform a VAT rate change.
  • Explain setup requirements for currencies and exchange rates when using multiple currencies.
  • Explain setup requirements using multiple currencies with customers, vendors, and bank accounts.
  • Describe steps and additional functionality for processing purchase and sales documents that use foreign currency.
  • Describe steps and additional functionality for recording and posting multicurrency transactions in the cash receipts journal.
  • Describe how to process multicurrency payments using the payments journal.
  • Describe how to run the Adjust Exchange Rates batch job for customers, vendors, and bank accounts.
  • Explain set up, viewing amounts, daily processing, and periodic processes when using an additional reporting currency.
  • Describe how to run the Adjust Exchange Rates batch job for G/L accounts.
  • Describe how to view the Exchange Rate Adjustment Register.
  • Explain the Budgets feature in Microsoft Dynamics NAV.
  • Explain the G/L Budgets page elements.
  • Show how to set up budgets manually.
  • Explain how to delete budget entries.
  • Explain how to create budgets by using the Copy Budget function.
  • Explain how to create budgets by using the Export Budget and Import Budget functions.
  • Explain the workflow in Cost Accounting.
  • Explain and set up Chart of Cost Types, Chart of Cost Centers, Chart of Cost Objects, and Cost Accounting Setup.
  • Explain the relationship between the cost accounting and general ledger application areas.
  • Set up cost journals.
  • Explain how to create cost entries either through a transfer from G/L entries or through posting the cost journal.
  • Explain and set up cost budgets by using different copy functions.
  • Explain the transfer from budget to actual.
  • Explain and set up cost allocations.
  • Explain static and dynamic allocations.
  • Explain how to allocate costs and cost budgets.
  • Explain the cost registers and cost budget registers.
  • Explain the deletion of cost entries and cost budget entries.
  • Explain different cost accounting reports.
  • Provide tips and tricks.
  • Explain the functions of the cash flow forecast.
  • Explain the setup of the Chart of Cash Flow Account, Cash Flow Setup and Cash Flow Payment Terms.
  • Explain how to create cash flow forecasts by using Cash Flow Forecast Cards and Cash Flow Manual Revenues and Expenses.
  • Explain how the Cash Flow Worksheet is used.
  • Review the registration of the cash flow through Cash Flow Forecast Entries.
  • Explain the different Cash Flow Forecast Reporting possibilities.
  • Describe filtering and analysis pages related to the chart of accounts.
  • Explain how to set up an account schedule and explain other processes that relate to account schedules.
  • Demonstrate cost account schedules.
  • Demonstrate cash flow account schedules.
  • Describe types of dimensions.
  • Explain how to set up analysis views.
  • Explain the process of exporting analysis views to Microsoft Office Excel 2007, and describe the elements of the exported file.
  • Show how to generate analysis by dimensions and other dimension analysis reports.
  • Show how to set up a Finance Performance chart.
  • Explain the terminology associated with XBRL.
  • Explain how to import and update taxonomies.
  • Explain how to attach, update, and apply linkbases to taxonomies.
  • Describe pages that are related to XBRL lines, and explain how to enter XBRL line definitions
  • Demonstrate how to export an instance document

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