IT Manager

  • Article

The IT manager is the IT decision maker who owns the IT budget in a company with multiple servers. As the senior IT administrator, the IT manager manages the IT team, oversees day-to-day management and troubleshooting of the network, servers, and end-user support, and completes tasks to help balance the team workload.

Main Work Tasks

To See

Set user IDs and passwords to control access and permissions in Microsoft Dynamics NAV.

User Setup Table

Learn about administrative tasks that cannot be performed in the RoleTailored client.

Security, Database, and Other Administration

Enter either single or recurring requests to run reports or codeunits.

Synchronize Job Queues

Designate a complete set of accounting information and financial statements for a business concern.

Entering Company Information

Assign unique identification codes to accounts, invoices, and other documents. This enables you to the identify records, make the whole company more manageable and easy to analyze, and reduce the number of errors that occur in data entry.

Create Number Series

Assign codes to text that you use often, extend standard text by adding extra lines, and use extended text in documents.

Set Up Standard Text Codes

Set up an approval system so that decision makers can quickly grant approval on documents such as purchase orders and sales orders.

Define an Approval Workflow

Set Microsoft Dynamics NAV meetings, contacts, and to-dos to synchronize with Outlook calendar, contacts, and tasks, and vice versa.

Set Up Outlook Synchronization

Learn about and set up responsibility centers, such as cost centers, profit centers, or investment centers.

Set Up Responsibility Centers

Set up the online map service that you will use to gain access to maps and directions.

Setting Up Online Map
To See

Initiate a new vendor card based on a company-specific data template.

Data Template List

Assign a base calendar to your company and its business partners, such as customers, vendors, or locations in order to calculate delivery and receipt dates on future sales order, purchase order, transfer order, and production order lines according to the calendar’s specified working days.

Setting Up a Base Calendar

Set up combinations of post codes and cities for use with, for example, bank account cards or customer cards.

Post Codes Window

Indicate why an entry was created.

Reason Codes Window

Enable more than one line to describe an item on a sales document or purchase document by using the extended text feature.

Setting Up Extended Texts

Set up the chart of accounts, currencies, bank accounts, and rules and defaults for managing financial transactions.

Configure Finance Processes

Set up the marketing features and start to create customer groups.

Configure Marketing Processes

Set up the company's general sales policies, specific rules and values for individual vendors, including their price, discount, and payment agreements.

Configure Sales Processes

Configure the rules and values that define the company's purchasing policies.

Configure Purchase Processes

Define the general rules and values for warehouse processes and the specific handling at each location.

Configure Warehouse Processes

Configure general rules and values for production and define shop floor resources and their capacity.

Configure Production Processes

Set up Service Management, including fault codes, policies, default documents, and templates.

Configure Service Processes

Create a new job and plan tasks in a job. Configure an existing job and adjust prices.

Set Up Jobs

See Also

Concepts

Roles

Other Resources

Business Process Walkthroughs
Working with Microsoft Dynamics NAV