Sunday, May 3, 2020

Creation of Bank Account in Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to create a bank account on Microsoft. Bank accounts are used to pay a vendor, receive payment from a customer or effect an inter-banking transfer.

Step 1:

To create a bank account go on the following menu:

Main Menu --> Department --> Financial Management --> Cash Management --> Bank Accounts.


Step 2:

Click on the button New and fill the information.



General
No.Enter a bank code
NameEnter the name of the bank
Bank Branch NoEnter the branch number if there is
Bank Account NoEnter the bank account number
Communication
AddressEnter the address of the bank
Address 2Enter the address of the bank
Post CodeEnter the post code
CityEnter the city
Country/Region CodeEnter the region code
Phone NoEnter the phone number
ContactEnter a contact person in the bank
Fax NoEnter the fax number
EmailEnter bank email address
HomepageEnter bank website url
Posting
Currency Code
Last Check No
Last Statement No
Bank Last Statement
Bank Acc. Posting Group
Transfer
Transit NoEnter a transit number if there is
Swift CodeEnter Bank Swift Code
IBANEnter Bank IBAN number

Click on OK to close

Creation of Users on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to create a user on Microsoft Dynamics Nav Business Central.

Step 1:

To proceed with the creation of user, go on the following menu:

Main Menu --> Department  --> Administration --> IT Administration --> General --> Users.

Step 2:

Click on the button New.


Step 3:

Fill the following information



General
In case you wish to create a normal user
User nameEnter a user name for the user
Full Name
Enter full name of the user
License Type
Precise the license type of the user
StateState whether the user is active or not
Expiry DateIn case you wish to put an expiry date for temporary user
Contact EmailEnter user contact email
Window Authentication
In case you wish to create user from the active directory of the server.
Window user nameSearch the name in the active directory
User Set Permission
Permission SetState the permission you wish to allocate the user
DescriptionName of the permission will display automatically
Company NameState the company you wish to set the permission
Extension NameNot applicable
Permission ScopeThis will default to system

Click on OK to close.