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. | |
Learn about administrative tasks that cannot be performed in the RoleTailored client. | |
Enter either single or recurring requests to run reports or codeunits. | |
Set up workflow and approval users, and create workflows that govern how the users interact in processes. | |
Designate a complete set of accounting information and financial statements for a business concern. | |
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. | |
Assign codes to text that you use often, extend standard text by adding extra lines, and use extended text in documents. | |
Set up an approval system so that decision makers can quickly grant approval on documents such as purchase orders and sales orders. | |
Set Microsoft Dynamics NAV meetings, contacts, and to-dos to synchronize with Outlook calendar, contacts, and tasks, and vice versa. | |
Learn about and set up responsibility centers, such as cost centers, profit centers, or investment centers. | |
Set up the online map service that you will use to gain access to maps and directions. |
Related Tasks
| To | See |
|---|---|
Initiate a new vendor card based on a company-specific data template. | |
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. | |
Set up combinations of post codes and cities for use with, for example, bank account cards or customer cards. | |
Indicate why an entry was created. | |
Enable more than one line to describe an item on a sales document or purchase document by using the extended text feature. | |
Set up the chart of accounts, currencies, bank accounts, and rules and defaults for managing financial transactions. | |
Set up the marketing features and start to create customer groups. | |
Set up the company's general sales policies, specific rules and values for individual vendors, including their price, discount, and payment agreements. | |
Configure the rules and values that define the company's purchasing policies. | |
Define the general rules and values for warehouse processes and the specific handling at each location. | |
Configure general rules and values for production and define shop floor resources and their capacity. | |
Set up Service Management, including fault codes, policies, default documents, and templates. | |
Create a new job and plan tasks in a job. Configure an existing job and adjust prices. |