Introduction to Navision 2018 Course Overview

To ensure that you can successfully undertake training in the Introduction to Navision 2018 course, the following minimum prerequisites are recommended:

• Basic understanding of business processes and concepts, such as sales, purchasing, inventory management, and accounting principles.
• Familiarity with the concepts of ERP (Enterprise Resource Planning) systems, though detailed prior knowledge of specific ERP systems is not required.
• Comfort with using Windows-based computer applications, as Navision operates in a Windows environment.
• Basic knowledge of Microsoft Office tools, particularly Excel, as data import/export functions may utilize these applications.
• Willingness to learn new software and adapt to the dynamic nature of ERP solutions.
• Ability to work logically through problem-solving scenarios, which will aid in understanding system configuration and troubleshooting.

These prerequisites are designed to provide you with a foundation that will help you to fully benefit from the course content. No prior experience with Navision or other ERP systems is required, as the Introduction to Navision 2018 course is designed to guide you through the basics and build your knowledge progressively.

Target Audience for Introduction to Navision 2018

Introduction to Navision 2018 is a comprehensive course designed for professionals seeking expertise in Microsoft Dynamics NAV ERP system.

Target Audience:

• ERP Consultants
• Financial Analysts
• Business Analysts
• Sales Managers
• Purchase Managers
• IT Professionals working with ERP systems
• Project Managers overseeing ERP implementations
• Accountants and Bookkeepers
• Inventory Managers
• Operations Managers
• Microsoft Dynamics NAV End Users
• System Administrators managing NAV environments
• Professionals seeking a career transition into ERP systems
• Students pursuing a degree in business, finance, or IT with an interest in ERP solutions

Learning Objectives - What you will Learn in this Introduction to Navision 2018?

Introduction to Course Learning Outcomes

Gain a foundational understanding of Navision 2018, a comprehensive ERP solution, covering essential functions from financials and sales to inventory management and user permissions.

Learning Objectives and Outcomes

• Understand the basic concepts and functionalities of an ERP, with a particular focus on Navision 2018.
• Identify the reasons behind Navision's success and its key modules.
• Learn the roles and characteristics of a functional consultant within Navision.
• Master the sales cycle in Navision, including lead tracking, quotations, orders, shipments, invoicing, and returns.
• Grasp the purchase processes, from order creation to receipt and invoicing, along with handling returns and credit memos.
• Utilize the Configuration Package to import, export, and modify data efficiently in Navision.
• Develop a comprehensive understanding of creating and managing the Chart of Accounts, and perform trial balance and voucher registrations.
• Execute bank account creation and reconciliation within Navision.
• Understand the setup and management of master data, including items, customers, vendors, locations, and company information.
• Learn to make general and item-specific journal entries and understand the necessity behind general entries.
• Create and manage No. Series for different types of vouchers and understand the rules for their creation.
• Set up user permissions, customize user roles and Role Centers, and configure general ledger setups.
• Manage inventory effectively, understanding different costing methods, location-wise postings, and inventory valuation and aging.