After you have imported and validated information from a setup questionnaire, you can transfer, or apply the setup data to the corresponding tables in the Microsoft Dynamics NAV database.
To apply answers from the setup questionnaire
In the Search box, enter Configuration Questionnaire, and then choose the related link. The Config. Questionnaire window opens.
Select a configuration questionnaire from the list, and on the Home tab, choose Edit List.
You can apply answers in one of two ways.
To apply the whole questionnaire, on the Process tab, choose Apply Answers.
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To apply answers for a specific Question Area only, choose Question Areas, select a Question Area in the list, and then on the Home tab, choose Edit. In the Process group, choose Apply Answers.
To verify that answers have been applied successfully
Check setup windows for the various functional areas of Microsoft Dynamics NAV. To locate the window, in the Search box, enter the name of the setup window, and then choose the related link.
The following table identifies some common setup tables, but your verification of answers depends on which setup tables you use.
Area Search term Company Information
Company Information
Fixed Assets
FA Setup
General Ledger
General Ledger Setup
Inventory
Inventory Setup
Manufacturing
Manufacturing Setup
Purchases & Payables
Purchases & Payables Setup
Relationship Management
Marketing Setup
Service Management
Service Setup
Sales & Receivables
Sales & Receivables Setup
Warehouse
Warehouse Setup
Verify that the fields have been populated with the correct data from the various question areas in the setup questionnaire.
You have now configured setup with the customer’s business information and rules.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |