Getting Started - The DYNAMICS NAV Main Menu and Related Menus

The DYNAMICS NAV Main Menu
and Related Menus

When you open a company, the main menu will appear. If not, you can just click on the Main Menu icon  . This menu contains menu buttons which allow you to choose the accounting function you wish to use, such as General Ledger or Purchases & Payables.

To choose an accounting function, click on one of the menu buttons or use the up and down arrow keys to highlight the button and press the space bar. Now you will see the related accounting function menu in the window. Each related menu has several areas such as Maintenance, Journals, Entry documents and Reports. Each menu also includes Navigate, Set-up and Periodic Activities options.

DYNAMICS NAV has a very consistent menu structure from accounting area to accounting area. To choose any option from the related menus, just click on the option or use the arrow keys to highlight the option and press Enter.

As you can see, the menus in DYNAMICS NAV guide you through the system to give you easy access to all the functions you need. You can quickly exit any current window by pressing the Esc key, clicking on the close button at the top of every window, or choosing File, Close.

Dynamics NAV Windows

It’s important to understand the two types of windows used in Dynamics NAV.  There are Card windows and Tabular windows.

Card Windows

Card windows show only one record per window, and you can scroll through them with the PgUp and PgDn keys, or by clicking on the recorder icons .  Typically, there are several fields, many of which are available for data entry.  Card windows usually have labeled tabs at the top.  If you click on any of those tabs, you will see even more fields specific to that record.  Also, many card windows have menu buttons and command buttons at the bottom, which will give you even more related information and easy access to useful functions.

Go to the Sales and Receivables menu, and click on the Customers option.  The card window that appears belongs to the first customer from the Customer Table.  The Customer card has four tabs called General, Invoicing, Payments and Foreign Trade.  When you click on one of these tabs, you will see information related to that tab name.  At the bottom of the card, you will see two menu buttons called Customer and Sales.  If you click on either of these buttons, you can choose from several options on a pull-down menu.  There is one command button to quickly access the Help feature.