Microsoft dynamics NAV 2013 application design

Microsoft Dynamics NAV 2013 Application Design Table of Contents Microsoft Dynamics NAV 2013 Application Design Credits Foreword About the Author Acknowledgments About the Reviewers www.PacktPub.com Support files, eBooks, discount offers, and more Why subscribe? Free access for Packt account holders Instant updates on new Packt books Preface What this book covers What do you need for this book Who this book is for Conventions Where to find the screens in this book Screenshots How to read the application schemas Number and date punctuation Reader feedback Customer support Errata Piracy Questions Introduction to Microsoft Dynamics NAV Versions and history What is this book about Setup versus customization The beauty of simplicity Horizontal versus vertical solutions Open source Design patterns Architectural patterns Design patterns Implementation patterns APIs Structure of this book The Role Tailored concept The building blocks Tables as user interface and business logic Dynamics NAV in throughout supply chain Some basic design patterns Number series Extended text Navigate Setup tables Posting groups Pricing Dimensions Architectural design patterns Master data Journals The general ledger Balancing Flow fields and flow filters More journals and entries Posting schema Sub and detailed entries Combining the journals into processes Document structure Document transactions Other patterns Relationship management Jobs Manufacturing Summary A Sample Application Fit-gap analysis Designing a squash court application Look, learn, and love Drawing the table and posting schema The project approach Interfacing with the standard application Design patterns Getting started Creating squash players CreateVendor versus CreateCustomer Reverse engineering Designing a journal Squash court master data Chapter objects Reservations The journal Reservation Invoicing Time calculation Price calculation Squash prices Price Calc Mgt codeunit Inherited data Dimensions Master data Journal Posting The posting process Check line Post line Invoicing Invoice document Sales header Sales line Dialog Posting process Analyze the object Making the change Navigate FindRecords ShowRecords Testing Summary Financial Management Chart of accounts Posting accounts VAT versus sales tax The entry tables Sub accounting Working with general journals Entry application Posting groups Dimensions Budgeting Creating budget entries Accounting periods Closing dates Currencies Consolidation VAT statement Data analysis Chart of accounts Account schedules Analysis by dimensions The setup Customizing financial management Sales line description to G/L Entries Extra fields in the G/L Entries Integrating with financial management Creating a G/L transaction The C/AL code Advanced entries Look, learn, and love Summary Relationship Management How companies work Contacts Salutation codes Alternative addresses Relationships with customer and vendor Duplicates Profiles Automatic profiles Interactions Automatic interactions Finished interactions To-do’s Opportunities Workflow Sales stages Activity codes Creating an opportunity Sales quote Closing the deal Creating segments Adding contacts Refine/reduce contacts Segment criteria Mailing groups Log segment Campaigns Pricing Segments Activate Outlook integration E-mail logging The setup Customizing relationship management Salutation formula types Support the formula The GetSalutation function Setup the salutation formula Test the solution Customer and vendor numbering Disabling the direct creation of customers and vendors Sharing contact information across companies Share tables Business relation C/AL code modifications Number Series Final steps Alternative approaches Adding contacts to segments Expanding report Implementing criteria filters Test solution Summary Production What is production? Production methodologies Raw materials Basic production principles Bill of materials Material requirements planning Garbage In Garbage Out Master Production Schedule Item costing Item tracking Quality control Energy and waste Association for Operations Management Getting started Assembling Design patterns The items Item costing Item tracking R raw materials about / Raw materials receipt document about / Receipt receipt region, storage application about / The storage application redesigns examples CRM (Version 2.0) / CRM (Version 2.0) dimensions (Version 3.x) / Dimensions (Version 3.x) Bin code (Version 3.x) / Bin code (Version 3.x) inventory valuation (Version 3.x) / Inventory valuation (Version 3.x) item tracking (Version 3.6 and 4.0) / Item tracking (Version 3.6 and 4.0) MenuSuite (Version 4.0) / MenuSuite (Version 4.0) Jobs (Version 5.0) / Jobs (Version 5.0) dimensions (Version 2013) / Dimensions (Version 2013) item costing / Item costing (almost all versions) split operational and financial information / Split operational and financial information registers about / More journals and entries Relationship Management / Structure of this book about / Relationship management relationship management / Look, learn, and love contacts / Contacts profiles / Profiles interactions / Interactions To-do’s / To-do’s opportunities / Opportunities segments / Creating segments campaigns / Campaigns Outlook integration / Outlook integration Marketing Setup / The setup customizing / Customizing relationship management relationship management (RM) module about / Dynamics NAV in throughout supply chain Relationship Management and Sales / Drawing the table and posting schema reordering policy about / Reordering policy Fixed Reorder Qty / Reordering policy Maximum Qty / Reordering policy Order / Reordering policy Lot-for-Lot / Reordering policy extending / Extending the reordering policy Reporting tab / Posting accounts reports about / Reports Requisition Line table about / Manufacturing requisition worksheets about / Requisition worksheets reordering policy / Reordering policy virtual inventory / Virtual inventory reservation entries Reservation / Reservation entries Tracking / Reservation entries Surplus / Reservation entries Prospect / Reservation entries reservations, trade about / Reservations Check-avail period calc / Check-avail period calc always versus optional reservation / Always versus optional reservation reservation entries / Reservation entries reservation, creating / Creating a reservation order tracking policy / Order tracking policy order tracking policy, example / Example order tracking policy, replenishment / Replenishment auto increment / Auto increment Resource Journal Line about / Sales and purchasing Resource Ledger Entries about / Design patterns results viewing / Viewing the results results, viewing SQL Statements / SQL Statements buffer tables / The buffer tables RF Database / The RF database retail versus wholesale / Wholesale versus retail Return Order / Sales reverse engineering about / Reverse engineering RF Database / The RF database RF database / The RF database RF Interface (123.456.731) / COMMIT RF NAS Timer (123.456.730) codeunit / The solution RF Pick Lines / The design pattern Role Centers / The building blocks about / Role centers Squash Court Role Center / Squash application Storage Role Center / Storage and Logistics Logistics Role Center / Storage and Logistics Role Tailored concept about / The Role Tailored concept S Sales-Get Shipment Codeunit (64) / Manual Sales and Purchase documents about / Defining the modules sales and purchase documents deleting / Deleting sales and purchase documents data, deleting / Data deletion shipments, deleting / Deletion of shipments and invoices invoices, deleting / Deletion of shipments and invoices sales and purchasing, trade about / Sales and purchasing transaction mirroring / Transaction mirroring sales / Sales sales order, creating / Creating a new sales order invoicing / Invoicing purchasing / Purchasing document release process / Document releasing and approval process, Releasing a document, Manual versus automatic releasing document approval process / Document releasing and approval process, Document approval documents, deleting / Deleting sales and purchase documents Sales Document about / Sales and purchasing sales document about / Sales header Sales Header about / Sales and purchasing sales header about / Sales header Sales Line about / Sales and purchasing sales line creating / Sales line fields Sales line fields / Sales line fields sales lines about / Sales lines master data options / Master data options sales module about / Dynamics NAV in throughout supply chain sales order creating / Creating a new sales order validation flow / Validation flow sales process document types / Sales orders / Orders quote to order / Quote to order blanket order to order / Blanket order to order sales quote assigning, to opportunities / Sales quote sales stages, opportunities about / Sales stages activity codes / Activity codes salutation codes about / Salutation codes salutation formula setting up / Setup the salutation formula salutation formula types about / Salutation formula types Salutation formula types formula, supporting / Support the formula GetSalutation function / The GetSalutation function salutation formula, setting up / Setup the salutation formula solution, testing / Test the solution sample application fit-gap analysis / Fit-gap analysis sample approach, development methodology about / A sample approach fit/gap analysis / Fit/gap analysis prototyping / Prototyping development / Development testing / Testing implementation / Implementation maintenance and support / Maintenance and support scenario, interface methodologies about / The scenario, The scenario interface type / The interface type interface technology / The interface technology logging / Logging design pattern / The design pattern solution / The solution testing / Testing results, viewing / Viewing the results second-level support guidelines shortcuts / Second-level support screen layouts / Second-level support variable naming / Second-level support C/AL placement / Second-level support functions, using / Second-level support global variables, versus local variables / Second-level support segments creating / Creating segments contacts, adding / Adding contacts contacts, reducing / Refine/reduce contacts contacts, refining / Refine/reduce contacts criteria / Segment criteria mailing group, applying to contacts / Mailing groups logging / Log segment service management module about / Dynamics NAV in throughout supply chain SetHideValidationDialog function about / Sales header SetInsertFromContact function / Reverse engineering setup, financial management about / The setup setup options, financial management Allow Posting From / The setup Allow Posting To / The setup Register Time / The setup Local Address Format / The setup Local Cont Addr Format / The setup Inv Rounding Precision (LCY) / The setup Inv Rounding Type (LCY) / The setup Allow G/L Acc Deletion Before / The setup Check G/L Account Usage / The setup EMU Currency / The setup Pmt Disc Excl VAT / The setup Unrealized VAT / The setup Prepayment Unrealized VAT / The setup Max VAT Difference Allowed / The setup VAT Rounding Type / The setup Bill-to/Sell-to VAT Calc / The setup Print VAT specification / The setup Bank Account Nos / The setup Global Dimensions / The setup Shortcut Dimensions / The setup Additional Reporting Currency / The setup VAT Exchange Rate Adjustment / The setup Appln Rounding Precision / The setup Pmt Disc Tolerance Warning / The setup Pmt Disc Tolerance Posting / The setup Payment Discount Grace Period / The setup Payment Tolerance Warning / The setup Payment Tolerance Posting / The setup Max Payment Tolerance Amount / The setup setup tables, basic design patterns about / Setup tables SharePoint / SharePoint shipment region, storage application about / The storage application shipping document about / Shipment ShowRecords about / ShowRecords SKU function creating / Creating a SKU function SMTP mail codeunit / Mail and SMTP mail codeunits solution, scenario about / The solution COMMIT / COMMIT data, writing / Writing data data, reading / Reading data logging / Log, log, and log more specialized production about / Production methodologies, Specialized production jobs / Jobs SQLCommand / COMMIT SQLConnection / COMMIT SQLReader / COMMIT SQL Server interfacing about / SQL Server interfacing Linked Servers / SQL Server interfacing views / SQL Server interfacing SQL Server Integration Services / SQL Server interfacing Reporting Services / SQL Server interfacing Analysis Services / SQL Server interfacing SQL Server SELECT statements / The building blocks SQL Statements / SQL Statements Squash Application / Drawing the table and posting schema squash court application designing / Designing a squash court application table, drawing / Drawing the table and posting schema schema, posting / Drawing the table and posting schema project approach / The project approach standard application, interfacing with / Interfacing with the standard application design patterns / Design patterns squash players, creating / Creating squash players journal, designing / Designing a journal posting process / The posting process invoicing process / Invoicing navigation / Navigate Squash Journal Batch fields / Reservations Squash Journal Line fields / Invoicing Squash Journal Template about / Reservations fields / Reservations squash players creating / Creating squash players CreateVendor, versus CreateCustomer / CreateVendor versus CreateCustomer reverse engineering / Reverse engineering Squash Register table fields / Reservations staging region, storage application about / The storage application standard application interfaces about / Standard application interfaces Office integration / Office integration advanced Excel integration / Advanced Excel integration Outlook integration / Outlook integration SharePoint / SharePoint Client add-ins / Client add-ins stock keeping units about / Stock keeping units SKU function, creating / Creating a SKU function Storage & Logistics company process / The process storage application about / The storage application receipt region / The storage application staging region / The storage application shipment region / The storage application bulk region / The storage application documents / Documents, Documents journal / Journal design pattern, drawing / Drawing the design pattern shared tables / Sharing tables initializing / Getting started restarting / Getting started opening balance / Opening balance products / Products registration worksheet / Registration worksheet storage documents / Storage documents storage documents, storage application about / Storage documents receipt document / Receipt put-away document / Put-away shipping document / Shipment pick document / Picks Storage Entries / Drawing the design pattern StorageLinePriceExists function / Calculation Storage Lines / The design pattern storage module about / Storage style sheet tool about / Style sheet tool style sheet tool Version 3.0 URL / Style sheet tool sub administrations about / Sub accounting bank ledger entry / Sub accounting customer ledger entry / Sub accounting vendor ledger entry / Sub accounting VAT/TAX statements / Sub accounting sub and detailed entries about / Sub and detailed entries Sum Index Field Technology (SIFT) about / Balancing supply chain about / Dynamics NAV in throughout supply chain SupplytoInvProfile function about / Atomic coding T testing, scenario about / Testing RF database / The RF database test / The test time calculation, squash court application about / Time calculation timer driven versus event driven / Event-driven versus timer-driven Time Sheet application about / Time sheets design pattern / Design pattern To-do’s about / To-do’s total cost of ownership (TCO) / Designing a squash court application trade process / The process wholesale versus retail / Wholesale versus retail trade, vertical industries about / Trade in vertical industries fashion / Fashion automotive / Automotive pharmaceuticals/medicines / Pharmaceuticals/medicines food / Food furniture / Furniture transaction mirroring about / Transaction mirroring TRANSFERFIELDS function / Reverse engineering transfer orders about / Transfer orders example / Example U UnfoldItemTracking function about / Atomic coding UpdateCustVendBank / Reverse engineering UpdInvPostingBuffer function / Sales line description to G/L Entries V validation flow, sales order about / Validation flow No | field 6 / No | field 6 Quantity | field 15 / Quantity | field 15 Unit price | field 22 / Unit price | field 22 UpdateUnitPrice function / UpdateUnitPrice Line Discount % | field 27 / Line Discount % | field 27 UpdateAmounts function / UpdateAmounts value entries about / Value entries direct cost / Direct cost Value Entries about / Design patterns ValueIsFilter property / Quantity budgeting VAT versus, sales tax / VAT versus sales tax VAT/TAX statements about / Sub accounting VAT Business Posting Group / VAT versus sales tax VAT calculation, sales order about / VAT calculation code cloning / Code cloning VAT entry about / Posting schema VAT Entry table about / More journals and entries VAT Product Posting Group / VAT versus sales tax VAT statement about / VAT statement VEControl.dll registering / Registering VEControl.dll Vendor entry about / Posting schema vendor ledger entry about / Sub accounting vendors direct creation, disabling / Disabling the direct creation of customers and vendors version about / What is a version creating / Creating a version version management about / Version and object management version / What is a version version numbering / Version numbering versions, combining / Combining versions version, creating / Creating a version older versions, saving / Saving older versions version numbering about / Version numbering vertical industry implementation about / Vertical industry implementation fashion / Fashion automotive / Automotive medicines / Medicines food / Food furniture / Furniture virtual inventory about / Virtual inventory W warehouse activity documents about / Warehouse activities Put-away / Warehouse activities Pick / Warehouse activities Movement / Warehouse activities Invt Put-away / Warehouse activities Invt Pick / Warehouse activities warehouse management, trade about / Warehouse management strategy levels / Warehouse strategy levels location setup / Location setup, Warehouse employees Bin code / Bin code | level 1 Bin code, example / Example Bin content / Bin content Receipt and shipment / Receipt and shipment | level 2 Receipt and shipment, warehouse request / Warehouse request Receipt and shipment, limitations / Limitations Put-Away and Pick / Put-away and Pick | level 3 Put-Away and Pick, warehouse request / Warehouse request Put-Away and Pick, warehouse activities / Warehouse activities level 2 and level 3 comparison / Level 2 and level 3 comparison receipt with put-away worksheet / Level 4 – receipt with Put-away worksheet whse.- activity register versus whse.-activity-post / Whse.- activity register versus whse.-activity-post directed put-away and pick / Level 5 – directed put-away and pick directed put-away and pick, zones / Zones and default bins directed put-away and pick, default bins / Zones and default bins bin calculation / Bin calculation implementing / Implementing and customizing warehouse management customizing / Implementing and customizing warehouse management Warehouse Management Locations about / Finishing production warehouse management module about / Dynamics NAV in throughout supply chain Warehouse Management Systems (WMS) / Warehouse management warehouse strategy levels about / Warehouse strategy levels Bin Code / Warehouse strategy levels Warehouse Receipt and Shipment / Warehouse strategy levels Warehouse Put-Away and Pick / Warehouse strategy levels Warehouse Receipt and Shipment + Use Put-away Worksheet / Warehouse strategy levels Directed Put-Away and Pick / Warehouse strategy levels web services about / Web services NAV web service, exposing / Exposing a NAV web service Microsoft Dynamics NAV web service, consuming / Consuming a Microsoft Dynamics NAV web service wholesale versus retail / Wholesale versus retail Windows Client / The Role Tailored concept Word integration / Word and Excel integration work in progress, jobs calculating / Calculating work in progress posting to general ledger / WIP post to general ledger ... Microsoft Dynamics NAV 2013 Application Design Table of Contents Microsoft Dynamics NAV 2013 Application Design Credits Foreword About the Author Acknowledgments... Registering NavMaps.dll Registering VEControl.dll Index Microsoft Dynamics NAV 2013 Application Design Microsoft Dynamics NAV 2013 Application Design Copyright © 2014 Packt Publishing All rights reserved... Interfacing into the future Cloud-enabled Microsoft Dynamics NAV Summary 10 Application Design Application life cycle Design to use Pages Role centers Squash application Storage and Logistics Reports Design to Maintain