Work with Application-Wide Features
To support your business-specific tasks, such as order processing and data analysis, you can use a variety of general ERP functionality that is available across two or more application areas.
For example, you can use the connectivity to Windows and the Microsoft Office system to link external information, such as files and Web addresses, to your documents or records in Microsoft Dynamics NAV. Users in the sales and purchasing areas can use the document approvals functionality to request and grant approval of business documents in a simple workflow. Users in most application areas can search for historical and open records and entries with the Navigate feature, and users that need to visit external business contacts can plan their trip with from within Microsoft Dynamics NAV by using the Online Map features.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Link external information to records in Microsoft Dynamics NAV. |
|
Request, accept, or reject approval for purchases or sales document. |
|
Use search criteria to find entries and records. |
|
Create descriptions for records, such as accounts, items, resources, and standard texts, which are then automatically added to related documents. |
|
Assign reason codes to most types of transactions to record why transactions are made. |
How to: Use Reason Codes on Sales Documents and Purchase Documents |
Get maps from an online map service that can show addresses and locations or route directions to customer or vendor locations. |
See Also
Concepts
Set Up Application-Wide Features
Working with Microsoft Dynamics NAV