Microsoft Dynamics Nav 5.0 User Manual

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Warehouse Module 5.0 Manual. But currently we had only version 4 available. Because we are supporting user for version 5.0, anyone can provide the manual? Any major changes between version 4.0 and 5.0? Microsoft Dynamics NAV 5.0 - Feature Enhancements Documents. Microsoft Dynamics™ NAV 5.0 Warehouse Management Systems Technical Whitepaper This Paper will give you an overview of the Warehouse Management Systems granule in Microsoft Dynamics™ NAV. It is written with the aim of helping anyone in the Microsoft Navision. User Interface Changes. Navision reference manuals are soft-copy (PDF) or hard-copy (bound or looseleaf books) that you can use to look up how to do different things in Dynamics Nav. These reference manuals cover a range of topics and versions, and you can select from topic-specific mini-manuals or broader courseware manuals for Navision 2009 or Navision 4.x or 5.x. Application Install Files for Timeline Business Data Visualization for Microsoft Dynamics NAV 2009 R2: Application Install Files for Timeline Business Data Visualization for Microsoft Dynamics NAV 2009 R2. Jun 18, 2013  Overview of Training Manuals for Microsoft Dynamics NAV 5.0 Once you get to these pages, you can search through a number of menus to get to exactly the topics you need without using the clunky CustomerSource user guide drop down choices, which are difficult to use at best. User Manual for Navision beginners. Niraj Saraf over 6 years ago. Hello Friends, I am new to the NAV & ERP World. Can you please help me out with some manuals which will help me understand the system better in a logical way. Microsoft Dynamics 365 User Groups; Dynamics 365 User Group; Dynamics 365 for Finance and Operations User Group. Apr 22, 2012  Overview of Training Manuals for Microsoft Dynamics NAV 5.0 Once you get to these pages, you can search through a number of menus to get to exactly the topics you need without using the clunky CustomerSource user guide drop down choices, which are difficult to use at best. Another good source are the Learning Plans for each version.

The Fixed Assets functionality in Dynamics NAV provides an overview of your fixed assets and ensures correct periodic depreciation. It also enables you to keep track of your maintenance costs, manage insurance policies, post fixed asset transactions, and generate various reports and statistics.

For each fixed asset, you must set up a card containing information about the asset. You can set up buildings or production equipment as a main asset with a component list, and you can group them in various ways, such as by class, department, or location. Then you can begin to acquire, maintain, and sell the fixed assets. You can also set up budgeted assets. This makes it possible to include any anticipated acquisitions and sales in reports.

To keep track of fixed asset depreciations as well as other financial transactions related to fixed assets, you set up one or more depreciation books for each fixed asset in your company. Depreciation is done by running a report to calculate periodic depreciation and fill in a journal with the resulting entries, ready to be posted. Dynamics NAV supports several depreciation methods. For more information, see Depreciation Methods. You can set up multiple depreciation books per fixed asset for different purposes, such as one for tax reporting and another for internal reporting.

Microsoft dynamics nav training

For each asset, you can record maintenance costs and the next service date. Keeping track of maintenance expenses can be important for budgeting purposes and for making decisions about whether to replace a fixed asset.

Each fixed asset can be attached to one or more insurance policies. You can therefore easily verify that insurance policy amounts are in accordance with the value of the assets that are linked to the policy. This also makes it easy to monitor annual insurance premiums.

Note

You can record fixed asset transactions in the Fixed Asset G/L Journal window or in the Fixed Asset Journal window, depending on whether the transactions are for financial reporting or for internal management. Help for Fixed Assets only describes how to use the Fixed Asset G/L Journal window. For more information, see How to: Set Up Fixed Asset Depreciation.

Before you can begin to manage fixed assets, you must set up default values, fixed asset accounting, posting groups, allocation keys, journals, and posting types. For more information, see Setting Up Fixed Assets.

The following table describes a sequence of tasks, with links to the topics that describe them.

ToSee
Create fixed assets, assign depreciation methods, post acquisitions, salvage values, and print fixed asset lists.How to: Acquire Fixed Assets
Record service visits, post maintenance costs, and monitor maintenance costs.How to: Maintain Fixed Assets
Update insurance information, post acquisition costs to insurance policies, modify insurance coverage, view insurance statistics, and list insurance policies.How to: Insure Fixed Assets
Reclassify fixed assets, transfer fixed assets to different locations, split up or combine assets.How to: Transfer, Split, or Combine Fixed Assets
Adjust values of fixed assets, post appreciation, and post write-down transactions.How to: Revalue Fixed Assets
Calculate depreciation, post depreciation, and analyse depreciation in fixed assets reports.How to: Depreciate or Amortize Fixed Assets
Post disposal transactions, view disposal ledger entries, and post partial disposals.How to: Dispose of or Retire Fixed Assets
Manage fixed asset budgets, budget acquisition costs, budget disposals of fixed assets, and budget depreciation.How to: Manage Budgets for Fixed Assets

See Also

Setting Up Fixed Assets
Customising Dynamics NAV
Finance
Welcome to Microsoft Dynamics NAV
Working with Dynamics NAV

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When you install the Microsoft Dynamics NAV Windows client, the Specify Parameters page in Dynamics NAV Setup prompts you for configuration information to enable the Microsoft Dynamics NAV Windows client to connect to Microsoft Dynamics NAV Server. This information is then saved in the default ClientUserSettings.config file.

A separate instance of the ClientUserSettings.config file is maintained for each user of the computer. The default location for this file is C:Users<username>AppDataRoamingMicrosoftMicrosoft Dynamics NAV110, where <username> is the name of the user. This folder and file are hidden by default. Change your folder options in Windows Explorer to view hidden files before you attempt to modify the ClientUserSettings.config file.

Configuring the Microsoft Dynamics NAV Windows Client in Setup

If you install the Demo Option, you are not prompted for configuration information, because all Dynamics NAV components are automatically installed on the local computer. If you install using any other installation option, you must provide some initial configuration information to enable the Microsoft Dynamics NAV Windows client to establish a connection with an instance of Microsoft Dynamics NAV Server.

In Setup, select one of the following Installation Options to install the Microsoft Dynamics NAV Windows client:

  • You can also customize your installation and customize the list of components to install. For more information, see How to: Choose Components to Install.

    After you specify an installation option or customize your component list, the Specify parameters pane is displayed in Setup. The list of parameters that you see in the Specify parameters pane depends on which components that you have selected for configuration. Setup provides a short description for each parameter. For a description of the most important parameters for the Microsoft Dynamics NAV Windows client, see Client Option.

    Choose Apply when you have finished entering values on the Specify parameters page in Setup. If you want to change the configuration after installation, you can modify the ClientUserSettings.config file for each client.

Configuring the Microsoft Dynamics NAV Windows Client After Installation

Microsoft Dynamics NAV 2018 Setup installs ClientUserSettings.config, the default configuration file, with the values that you provided as you ran Setup. This file is stored in C:ProgramDataMicrosoftMicrosoft Dynamics NAV110. The first time a user runs the Microsoft Dynamics NAV Windows client, a copy of ClientUserSettings.config is copied to C:Users<username>AppDataRoamingMicrosoftMicrosoft Dynamics NAV110, where <username> is the name of the user. This folder and file are hidden by default.

If you want to change default Microsoft Dynamics NAV Windows client settings for all future users on this computer, edit the default ClientUserSettings.config file in C:ProgramDataMicrosoftMicrosoft Dynamics NAV110. You must run your text editor with Administrator permissions when you do this.

If you want to change Microsoft Dynamics NAV Windows client settings for an existing user, edit the ClientUserSettings.config file in that user’s C:Users<username>AppDataRoamingMicrosoftMicrosoft Dynamics NAV110 folder. After you modify a user’s ClientUserSettings.config file, you must restart the Microsoft Dynamics NAV Windows client for changes to take effect.

In addition to the settings that you can configure in Setup, the ClientUserSettings.config file contains other settings for the Microsoft Dynamics NAV Windows client.

Settings in the ClientUserSettings.config File

Microsoft Dynamics Nav 5.0 User Manual

The ClientUserSettings.config file is an .xml file that you can edit with any text editor. Quotation marks are required for all values.

The following settings are available.

SettingDescription
ServerSpecifies the name of the computer that is running Microsoft Dynamics NAV Server for this client.
Default value: Empty string if you installed by using the Client installation option, or localhost if you installed by using the Developer Environment installation option or a custom installation.
ClientServicesPortSpecifies the listening TCP port for the Microsoft Dynamics NAV Server instance that the client connects to.
Default value: 7046
ServerInstanceSpecifies the name of the Microsoft Dynamics NAV Server instance that the client connects to.
Default value: DynamicsNAV110
For more information, see Managing Microsoft Dynamics NAV Server Instances.
TenantIDSpecifies the tenant that the client connects to in a multitenant deployment. For more information, see Multitenant Deployment Architecture.
Default value: '
ClientServicesProtectionLevelSpecifies the security services for protecting the client/server data stream. This value must match the value that is specified in the Microsoft Dynamics NAV Server configuration file. For more information, see Configuring Microsoft Dynamics NAV Server.
Default: EncryptAndSign
Values: EncryptAndSign, Sign, None
UrlHistorySpecifies a comma-delimited list of Microsoft Dynamics NAV Server connections that is displayed in the Select Server window when you choose the drop-down arrow in the Server name field.
This parameter is not available after you install the Microsoft Dynamics NAV Windows client, but it is created and populated after the user enters a server name in the field.
You can create and populate this field after you install the Microsoft Dynamics NAV Windows client. This gives the user a list of servers from which to choose.
Example:
<add key='UrlHistory' value='localhost, dev:7046/nav_server_instance, sales:7046/nav_server_instance'/>
Each value must contain a computer name and can optionally also include a port number and a Microsoft Dynamics NAV Server instance. Defaults are assumed if either value is missing.
ClientServicesCompressionThresholdSpecifies the threshold in memory consumption at which the Microsoft Dynamics NAV Windows client starts compressing datasets, in kilobytes.
Default: 64
ClientServicesChunkSizeSpecifies the default size for a chunk, in kilobytes.
Default: 28.
The range of values is from 4 to 80.
MaxNoOfXMLRecordsToSendSpecifies the maximum number of data rows that can be sent as XML during export to Word or Excel.
Default: 5000
Note: This setting does not pertain to data in lists. The limit for list type pages is configured on the Microsoft Dynamics NAV Server instance. For more information, see Configuring Microsoft Dynamics NAV Server.
MaxImageSizeSpecifies the maximum image size (in bytes) allowed by validation.
Default: 26214400
ClientServicesCredentialTypeSpecifies how Microsoft Dynamics NAV Windows client users are authenticated when they connect to Microsoft Dynamics NAV Server.
For more information, see Users and Credential Types.
This parameter value must be the same as the Credential Type setting for the Microsoft Dynamics NAV Server instance that the client is configured to connect to. For more information, see Configuring Microsoft Dynamics NAV Server.
Default value: Windows
ACSUriSpecifies the web location where the Microsoft Dynamics NAV Windows client goes to authenticate the client user.
This parameter is only relevant if the ClientServicesCredentialType is set to ACS.
Default value: '
AllowNtlmSpecifies whether NTLM fallback is permitted for authentication.
To require Kerberos authentication, set this value to false.
Default value: true
ServicePrincipalNameRequiredIf this parameter is set to true, then the client can only connect to a Microsoft Dynamics NAV Server instance that has been associated with a service principal name (SPN).
If this parameter is set to false, then the client attempts to connect to the configured Microsoft Dynamics NAV Server instance, regardless of whether that instance is associated with an SPN.
Default: false
ClientServicesCertificateValidationEnabledSpecifies whether to enforce validation of the certificate.
In a production environment, setting this parameter to true is strongly recommended.
When validation is enabled, the certificate must be trusted, not revoked, and the CN name should match the URL of your service.
When validation is disabled, you can use a self-signed certificate without a revocation list and no constraint on the CN name.
Default: true
DnsIdentitySpecifies the subject name of the service certificate for Microsoft Dynamics NAV Server. The Microsoft Dynamics NAV Windows client makes sure that the certificate that is provided during the SSL handshake contains a Domain Name System (DNS) or CommonName (CN) attribute that is equal to the DNS identity of the client. This check is performed in addition to determining the validity of the server certificate.
Default: '
For more information, see Connecting the Microsoft Dynamics NAV Clients over a Wide Area Network.
HelpServerSpecifies the name of the computer than hosts the Dynamics NAV Help Server.
HelpServerPortSpecifies the TCP listening port for the Dynamics NAV Help Server.
Default: 49000
UnknownSpnHintSpecifies whether to use server principal name when establishing the connection between the Microsoft Dynamics NAV Windows client and Microsoft Dynamics NAV Server. This setting is used to authenticate the Microsoft Dynamics NAV Server. You set the values that are based on the value of the ServicePrincipalNameRequired key.
Value: The value has the following format.
* (net.tcp://NavServer:Port/ServerInstance/Service)=NoSpn|SPN
* NavServer is the name of the computer that is running the Microsoft Dynamics NAV Server.
* Port is the port number on which the Microsoft Dynamics NAV Server is running.
* ServerInstance is the name of the Microsoft Dynamics NAV Server instance.
* NoSpn|SPN specifies whether to use an SPN. If the ServicePrincipalNameRequired key is set to false, then set this value to NoSpn. If the ServicePrincipalNameRequired key is set to true, then set this value to Spn.
Default value: (net.tcp://localhost:7046/DynamicsNAV110/Service)=NoSpn
This setting is updated automatically.
EnableLegacyControlAddInSpecifies that control add-ins run in IE7 mode instead of IE11 mode. Important: With this parameter you enable IE7 mode for all control add-ins and this means that if you also have newer control add-ins, these will not run.
UseRegionalSettingsFromPersonalizationSets the value indicating whether to use the time and regional settings for the Microsoft Dynamics NAV Windows client from the UserPersonalization table instead of operation system.
Each client session uses a time and regional setting. You can use this setting to ensure that the time and regional settings for the Microsoft Dynamics NAV Windows client and Microsoft Dynamics NAV Web client are the same, in order to minimize confusion for users that work in both clients. The Microsoft Dynamics NAV Web client gets the settings from the UserPersonalisation table. Users can change this setting from the MySettings page or User Personalization page. However, the Microsoft Dynamics NAV Windows client by default uses the time and regional settings of the operation system (OS) of user's computer.
true specifies to use UserPersonalization; false specifies to use the operating system.
Default value: false

Microsoft Dynamics Nav User Manual

See Also

Microsoft Dynamics User Manual

Configuring Microsoft Dynamics NAV Server
Configuring Microsoft Dynamics NAV Help Server
Configuring Microsoft Dynamics NAV