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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Dynamics NAV Initial S...
Microsoft Dynamics NAV (Archived)

Dynamics NAV Initial Setup

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Posted on by babubaskaran@outloo... 10

Dear All,

I am posting this separately after my last question, since  its better to have specific question. Can you please help me with initial basic setup of system, company & financial.  I have looked at Rapid Start which is very wide but all I wanted is simple step by step method.  the following will be my specific question.

1) Company setup (Account format, fiscal period, shipment & payment method)

2) System setup (Adding users)

3) Financial setup (general ledger, check book) how to import GL from excel format

Thanks,

*This post is locked for comments

  • Verified answer
    Tharanga Chandrasekara Profile Picture
    Tharanga Chandrasekara 23,116 on at
    RE: Dynamics NAV Initial Setup

    You need to have all the posting setups configured.

    This includes,

    1. Customer Posting Group

    2. Vendor Posting Group

    3. Bank Account Posting Group

    4. Gen. Business Posting Group

    5. Gen. Product Posting Group

    6. Inventory Posting Group

    7. VAT Posting Group

    8. VAT Business Posting Group

    9. VAT Prod. Posting Group

    10. General Ledger Setup.

    11. Sales and Receivable Setup

    12. Purchase & Payable Setup

    This is not the complete list you need to complete. Best way forward is check the sample company and follow its setups.

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 10 on at
    RE: Dynamics NAV Initial Setup

    Thanks again Suresh,

    For all your help so far extended.  Sorry for late in reply, I couldn't get what I wanted from the above so I will give some more details.

    I am setting up a test company for our company in Brazil.

    1) What are the min requirement setup on Company and system level, please give in simple steps within NAV which I can follow.

  • Verified answer
    Suresh Kulla Profile Picture
    Suresh Kulla 47,688 on at
    RE: Dynamics NAV Initial Setup

    Babu,

    You can search for this in the Role Tailored client, on the right, for each individual field help press f1 or from the development environment, Developer and IT Pro Help and look there

    1. For Company Setup and Account format fiscal period you need to check the following setup

    General Ledger Setup

    Inventory Setup

    Company Information

    2. For this you need to setup using 

    Users

    Permissions

    Profiles

     3.  For importing you have to use Rapid Start services or create own xmlport

    For setup of G/l Accounts see Chart of Accounts

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