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How to: Apply Answers from the Configuration Questionnaire

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

  1. In the Search box, enter Configuration Questionnaire, and then choose the related link. The Config. Questionnaire window opens.

  2. Select a configuration questionnaire from the list, and on the Home tab, choose Edit List.

  3. You can apply answers in one of two ways.

    To apply the whole questionnaire, on the Process tab, choose Apply Answers.

    -or-

    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

  1. 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

  2. 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.

See Also

Concepts

Gather Customer Setup Values