This walkthrough introduces you to the project management features in jobs. Jobs are a way for you to schedule the usage of your company’s resources and to keep track of the various costs associated with the resources on a specific project. Jobs involves the consumption of employee hours, machine hours, inventory items, and other types of usage that you may want to track as a job progresses.
This walkthrough demonstrates the process of planning supply orders to fulfill new demand. You can initiate supply planning at fixed intervals, for example, every morning or every Monday, or when you are notified by sales or production, depending on the type of demand.
You can set up synchronization between Microsoft Dynamics NAV and Microsoft Outlook, so that information about meetings, to-dos, and contacts can be shared between team members and updated across the two products. For example, a salesperson working outside the office can create a new meeting in Outlook in her company’s calendar, and then her manager in the corporate office can see that to-do in Microsoft Dynamics NAV.
With document approvals, customers can define limitations, such as purchase, request, and credit limits or salesperson/purchaser approval requirements. Each user is assigned an approver who can approve documents from that user.
Prepayments are payments that are invoiced and posted to a sales or purchase prepayment order before final invoicing. You may require a deposit before you manufacture items to order, or you may require payment before you ship items to a customer.
A campaign is any kind of activity that involves several contacts. An important part of setting up a campaign involves selecting the target audience for your campaign. For this purpose, in Microsoft Dynamics NAV, you create a segment, or a group of contacts using filters.
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