Course Description

Dynamics NAV/Business Central Instructor

Course curriculum

  • 1

    Overview

    • Functionality Overview
  • 2

    Setup Requirements

    • Property Setup

    • Property Attribute Types

    • Property Types

    • Rent Charge Types

    • Rent Calendar Setup

    • Rent Calendar Charge Setup

    • Rent Calendar/Charge Text

    • Rent Charge Increase Setup

    • Rent Charge Increase Worksheet Names

    • Service Charge Adjustment Worksheet Names

    • Utility Type

    • Marketing Setup

    • New Property Role Centre

    • New Property and Rent Workflows

    • New Report Selection – Property Area

    • Customising the Sales Rent Agreement Report Template
  • 3

    Using the Property Functionality

    • Property Cards

    • Parent and Child Properties

    • Property Map

    • Property Search

    • Property Reports
  • 4

    Using the Sales and Purchase Rent Functionality

    • Creating Sales and Purchase Rent Cards

    • Creating Rent Periods for a Rent Card

    • Releasing a Rent Card

    • Creating Invoices/Credit Memos for a Rent Card

    • Manually Posting Rent Invoices/Credit Memos

    • Manually Creating Purchase Rent Invoices

    • Processing Ad-Hoc Rent Charges

    • Cancelling Rent Invoices

    • Processing Tenant Departures

    • Cancelling or Closing a Rent Card

    • Using the 'Rent Charge Increase Worksheet' Functionality

    • Using the 'Service Charge Adjustment Worksheet' Functionality

    • Ribbon Options Available on the Rent Card

    • Rent Reports
  • 5

    Fixed Assets - Property Integration

    • Fixed Asset Cards

    • Processing Fixed Asset Transactions
  • 6

    Jobs - Property Integration

    • Sales & Receivables Setup

    • Job Card and Job Card Amendments

    • Processing Job Transactions
  • 7

    Service Management - Property Integration

    • Sales & Receivables Setup

    • Service Item Amendments

    • Processing Service and Contract Documents

    • Subcontracting
  • 8

    Appendix

    • Import Index Entries File Format

    • Cashflow Integration

    • Deferrals Integration