Module 1: RoleTailored Client

This module provides an overview of the new and improved features in Microsoft Dynamics NAV 2009 SP1 for the RoleTailored Client.

Lessons

• Customization of the Role Center
• Page Search
• User Functionality
• Information Additions
• Filtering
• Data Entry

Lab: Save a Filter View

Lab: Remove a Saved Filter

After completing this module, students will be able to:

Module 2: Jobs and Purchase Order Integration

Microsoft Dynamics NAV 2009 SP1 includes improvements to purchase order integration for jobs, which will help to increase visibility and transparency into purchase orders, costing, and Work In Process (WIP).

Lessons

• Business Logic of Purchasing and WIP
• Committed Costs on Job Task Lines and Purchase Lines
• Transparency: Job Ledger Entries and Value Entries
• Traceability: Job Ledger and Job Planning Lines
• Automatic Update Job Item Cost

Lab: Track Committed Costs and Update a Source Ledger Entry

• Update the Default Role Center
• Create a Purchase Order
• View Committed Costs on the Job
• Update the Purchase Order
• View and Update Source Ledger Entries

After completing this module, students will be able to:

• Describe the new business logic for job ledger entry updates in Microsoft Dynamics NAV 2009 SP1.
• Explain how to track committed costs.
• Describe fields that are added to the Job Ledger Entries and Value Entries pages.
• Describe source ledger entries in a job planning line.
• Explain the Automatic Update Job Item Cost parameter in the Job Setup page.

Module 3: Warehouse Management

Microsoft Dynamics NAV 2009 SP1 provides application improvements in the warehouse management (WMS) module, to address customer and partner requests in Warehouse granularity and Multiple units of measure feature areas.

Lessons

• Warehouse Granularity
• Multiple Units of Measure

Lab: Create and Use Multiple UOM in WMS

• Update the Default Role Center
• Set Up the Warehouse Employee
• Create the Steel Rod Item and Set Up UOM Conversion Factors
• Create a Purchase Order and Put-Away
• Create a Sales Order, Pick, and then View Transactions
• Change the UOM Conversion Factor, View Transactions, and then Create a Sales Order

After completing this module, students will be able to:

• Describe the changes in warehouse management granules.
• Use multiple units of measure (UOM) and the UOM conversion factor in warehouse management.

Module 4: Supply Planning

Microsoft Dynamics NAV 2009 SP1 introduces a warning to help avoid superfluous supply when changes in demand and supply occur outside the given time bucket.

Lessons

• Planning with Overflow Levels
• Scenario

Lab: Use the Overflow Level in Supply Planning

• Update the Default Role Center
• Update Item 1160 - Tire
• Create a Sales Order
• Calculate the Regenerative Plan
• Create the Purchase Order and then Reduce the Sales Order
• Recalculate the Regenerative Pan
• Update the Purchase Order

After completing this module, students will be able to:

• Describe the concepts of the Overflow Level.
• Use the overflow feature in a supply planning scenario.
  

Module 5: Matrix Pages

Matrix Pages have been enhanced and improved in Microsoft Dynamics NAV 2009 SP1, with the addition of a simple option to view and edit data within matrixes.

Lessons

• Matrix Pages Improvements

After completing this module, students will be able to: