Microsoft dynamics NAV 2013 application design

Microsoft Dynamics NAV 2013 Application Design... Microsoft Dynamics NAV 2013 Application DesignCredits... Microsoft Dynamics NAV 2013 Application Design... Everything is based on Mark’s

Microsoft Dynamics NAV 2013 Application Design

Microsoft Dynamics NAV 2013 Application DesignCredits

Getting started

Creating squash players

CreateVendor versus CreateCustomerReverse engineering

Master data

Journal

PostingThe posting process

Posting groups

Dimensions

Budgeting

Automatic profiles

Interactions

Automatic interactions

Calculating a plan

Production order workflow

Purchase orders

Blanket order to orderCreating a new sales order

Manual versus automatic releasingDocument approval

Deleting sales and purchase documentsData deletion

Direct cost

Value entries and general ledger entriesTransfer orders

Bin calculation

Implementing and customizing warehouse managementReservations

Variant configurationOne-off items

Summary

7 Storage and Logistics

How to read this chapterChapter objects

The process

Using standard featuresDefining the modulesStorage

Documents

Master data

Drawing the design patternSharing tables

Receipt

Put-away

Picks

The logistics application

Drawing the design patternsGetting started

8 Consulting

The process

Mail and SMTP mail codeunitsOutlook synchronization

Naming

Singular and pluralReserved wordsNames and abbreviationsQuantity versus quality

Loosely coupledDesign to support

Second-level support

Design to upgrade

Has Microsoft changed my (referenced) objectCRM (Version 2.0)

Dimensions (Version 3.x)Bin code (Version 3.x)Inventory valuation (Version 3.x)Item tracking (Version 3.6 and 4.0)MenuSuite (Version 4.0)

Jobs (Version 5.0)Dimensions (Version 2013)Item costing (almost all versions)

TestingImplementation

Summary

A Installation Guide

Licensing

Installing Microsoft Dynamics NAVChanging the license

Restarting service tier

Installing the objects

Importing a FOB file

Installing the Dynamic Link Library filesRegistering NavMaps.dll

Registering VEControl.dll

Index

Microsoft Dynamics NAV 2013 Application Design

dealers and distributors will be held liable for any damages caused or alleged to be causeddirectly or indirectly by this book.

Melwyn D’sa

Adonia Jones

Manu Joseph

Nilesh R MohiteKomal RamchandaniAlwin Roy

Nitesh Thakur

Shantanu N Zagade

Cover Work

Manu Joseph

Most books on Microsoft Dynamics NAV are about the tooling and the platform, but thisbook is different It describes the building blocks, the code, and the metadata patterns thatthe application is made up of The foundation for the patterns was created many years agowhen we developed the first versions of Microsoft Dynamics NAV Since then, they havebeen reused over and over again by us and every developer in the partner channel throughthe copy-paste mechanism However, it was not until Mark and his friends in PRS, Garyand Waldo, rediscovered the patterns and started to write books, blog, teach, and speak atconferences that they became well known Over time, this has evolved into a larger effort

in collaboration with the Microsoft Dynamics NAV developer community, which hasimproved the overall quality of customization projects and reduced the implementationtime This book is important because it describes the patterns that are most used and

explores how to leverage them when you modify Microsoft Dynamics NAV to suit

industry-specific needs It also contains examples on how to create add-ons and otherenhancements that are easily upgraded Everything is based on Mark’s extensive

experience of designing Microsoft Dynamics NAV implementations over almost twodecades and expresses Mark’s dedication to the Microsoft Dynamics NAV product and thevarious passionate people in the Microsoft Dynamics NAV community

Michael Nielsen

Director of Engineering for NAV at Microsoft

Mark Brummel is the person other Microsoft Dynamics NAV experts go to when theyhave a really hard problem to solve In this book, Mark shares the knowledge he has

gained over the past two decades In my own work as a Microsoft Dynamics NAV

consultant/developer and as an author (writing three texts on programming in differentversions of Microsoft Dynamics NAV), I’ve had the opportunity to draw on Mark’s

expertise many times By reading this book, you now have a chance to do the same

I’ve known Mark since we met at TechEd in Boston in 2006 Mark was already an

accomplished analyst and developer—an expert in Microsoft Dynamics NAV and anMVP Mark had been invited to that conference by Microsoft to help represent MicrosoftDynamics NAV to the other attendees who were technical experts Since then, Mark hasgained considerable experience and broadened his knowledge, particularly in the areas ofbusiness application problem solving using Microsoft Dynamics NAV

Microsoft Dynamics NAV is a very special business software product Included in theproduct is a set of IDE tools designed for the development of business applications andtailored to Microsoft Dynamics NAV This makes it easier to create enhancements to fitthe needs of specific businesses As an integrated, full-featured ERP system, MicrosoftDynamics NAV includes functionalities for accounting, order processing, inventory

control, manufacturing, distribution, service management, materials planning, and assetmanagement This book provides you with examples on how to choose from and applythese in a variety of business situations

functionalities and new technical capabilities Upcoming versions are becoming morecompatible with the cloud, mobile users, and various user interface devices Each of thesenew capabilities expands the types of business applications to which Microsoft DynamicsNAV can be appropriately applied With a worldwide-installed base already of well over1,000,000 users, we know the uses of Microsoft Dynamics NAV are only limited by howcreatively we apply our knowledge Read on, let Mark expand your knowledge, and thenuse your own creativity to apply Microsoft Dynamics NAV to the needs of your

businesses

David Studebaker

Co-author, Programming Microsoft Dynamics NAV 2013

Mark Brummel works as a freelancer His main area of focus is helping out end users in

Microsoft Dynamics NAV implementations all over the world He has worked on over 100projects in almost 20 years

Mark is an all-round specialist, who excels in both functional consultancy and

development He started in 1997 as an end user and started working for the implementingpartner in 1999 During these years, he has worked for resellers where designing and

maintaining add-on systems were his specialization Coaching colleagues and

troubleshooting impossible problems are his passion and part of his day-to-day work.Mark has trained most of the experienced NAV developers for the NAV 2009 product inthe Netherlands and Belgium, and he has worked with almost every NAV reseller in

Benelux

In 2010, Mark co-initiated Partner-Ready Software, a community-driven think tank thatcomes up with new and innovative ideas to improve the product In 2011, Partner-ReadySoftware presented their ideas to Microsoft and have been working closely together eversince

A special project has been design patterns Together with Microsoft, a community websitewas created that contains dozens of frequently used patterns for Microsoft Dynamics NAV.When he has time, Mark maintains his blog on www.brummelds.com This blog contains awide range of articles about Microsoft Dynamics NAV, SQL Server, and Visual Studio He

is also a frequent speaker at Microsoft events and writer for independent Dynamics NAVwebsites and user groups Since 2006, Mark has been rewarded by Microsoft with theMost Valuable Professional award for his contribution to the online and offline

communities, nine times in a row

After I wrote my first book about application design in Microsoft Dynamics NAV, a lothas happened because of the book I co-initiated Partner-Ready Software and workedclosely together with Microsoft to improve the awareness of the great way Dynamics NAV

is designed This has been an amazing journey working together with some of the bestpeople I’ve met in my professional life

One of the best results is the awareness of design patterns in the application In a team,more than 50 patterns have been documented

I tried my best to implement the patterns in this book A lot of the patterns were alreadythere in the first edition In this book, the patterns come together as applications, whichgive end users a great ERP system to use every day

Since my previous book, my son Daan was born in 2010 The other kids, Josefien, Wesley,and Saskia, got older too, and I hope that one day they will understand the books and thebeauty of software architectures I’d like to thank them and my wife, Dionel, for giving

me the freedom to explore my creativity, writing down my thoughts, and travel the world

to share them Because of my job, I have the opportunity to raise my kids in a great placewhere they can grow up in peace and become great people I am very thankful for that

A lot of people have helped me in writing and publishing this book, and I would like tothank them all for their help and patience as I am aware I am not always easy to workwith

Software architecture is more than database tables and code lines Like any architecture,every piece should be well balanced and fit together in the complete structure Unlikebuildings and infrastructure, software is a lot more abstract, and the architecture is harder

to see from outside Together with Gary Winter, Eric Wauters, and Vjeko Babic, we havecreated a framework of patterns and best practices on how to put software together that iseasy to understand, maintain, and upgrade, which are the cornerstones in applications such

as Microsoft Dynamics NAV

Special thanks go to David and Karen Studebaker I met them in 2006 at TechEd in

Boston, USA Their help has been invaluable in bringing structure to my business andpersonal life They have a very special place in my heart

With a background of implementing all the functions and modules in and outside of

Microsoft Dynamics NAV, Alex has encountered and resolved the most practical to themost complex requirements and business rules Through these experiences, he has learnedthat sometimes you have to be a little crazy to have a competitive edge

Believing that sharing these experiences and knowledge would benefit the Dynamics NAVcommunity, Alex writes about his journey at www.dynamicsnavconsultant.com He is alsothe founder of AP Commerce, Inc (www.apcommerce.com), a full service DynamicsNAV service center founded in 2005 In addition, Alex has written a book about Dynamics

NAV titled Getting Started with Dynamics NAV 2013 Application Development, Packt

Publishing.

Alex lives in Southern California with his beautiful wife and two lovely daughters Heconsiders himself as the luckiest man in the world

He has written many articles and blogs on different Microsoft-related topics, and he’sfrequently involved in consulting and teaching He has worked with Packt Publishing inthe past for other books related to Microsoft Dynamics NAV

@demiliani.

Tony Hemy has been deeply rooted in Microsoft Dynamics NAV from the age of 16 He

started as an enthusiastic apprentice and now, more than a decade later, is an accomplishedsoftware development manager for Encore Business Solutions Over the years, he hasarchitected and customized Microsoft Dynamics NAV solutions for global organizationssuch as Warner Brothers and Viacom, earning an outstanding reputation and a role as thetechnical reviewer for two books published on Dynamics NAV Tony has also served morethan 5 years as a reserve soldier with the British Army, where he expanded not only histechnical skills, but also the personal skills that have attributed to his disciplined workethic and his determination to always do things right

Tony’s hands-on development experience with Microsoft Dynamics has given him anexceptional ability to help clients define the proper requirements that enable them to

achieve their objectives He has delivered extended capabilities through every version,every module, and every feature of Dynamics NAV, building thousands of unique

configurations along the way Tony also oversees software development, where he

manages and mentors a talented development team and facilitates the best practices andstandards that ensure clients receive the highest quality solutions and services Tony iswell traveled, well rounded, and well liked for his personable nature and “no shortcuts”approach, whether he is writing complex code or coaching his team

Daniel Rimmelzwaan was born and raised in the Netherlands and moved to the USA at

the end of 1999 to be with his new American wife In Holland, he worked as a MicrosoftAccess and VBA developer When looking for a job as a VB developer in the USA, hewas introduced to Navision by a VB recruiter and was intrigued by the simplicity of itsdevelopment tools He decided to accept the job offer as a Navision developer with thefirm intention to continue looking for a real developer job

Almost 15 years later, a couple of stints with Microsoft’s partner channel, a few years as afreelancer, Daniel is still working with NAV He currently works with KCP DynamicsGroup, an international partner that provides services to customers all over the world, and

he is enjoying his career more than ever

Daniel has had the opportunity to work in a wide variety of roles such as developer,

analyst, designer, team lead, project manager, consultant, and more Although he has aversatile experience with all things related to NAV, his main focus is designing customsolutions and business analysis

Ever since he started working with NAV, Daniel has been an active member of the onlinecommunities for NAV, such as http://mibuso.com/, http://dynamicsuser.net/, and the onlineforums managed by Microsoft For his contributions to these online communities, Danielreceived his first of ten consecutive Microsoft Most Valuable Professional awards in July

2005, which was just the second year that the MVP award was given out for NAV TheMVP award is given out by Microsoft to independent members of technology

communities around the world and recognizes people that share their knowledge withother members of the community

Daniel lives with his wife and two kids in Arizona in the USA.

www.PacktPub.com

Support files, eBooks, discount offers, and more

For support files and downloads related to your book, please visit www.PacktPub.com.Did you know that Packt offers eBook versions of every book published, with PDF andePub files available? You can upgrade to the eBook version at www.PacktPub.com and as

a print book customer, you are entitled to a discount on the eBook copy Get in touch with

us at <service@packtpub.com > for more details.

At www.PacktPub.com, you can also read a collection of free technical articles, sign upfor a range of free newsletters and receive exclusive discounts and offers on Packt booksand eBooks

http://PacktLib.PacktPub.com

Do you need instant solutions to your IT questions? PacktLib is Packt’s online digitalbook library Here, you can search, access, and read Packt’s entire library of books