Open the Small Business Role Center window.

This topic applies to Microsoft Dynamics C5 2015 and solutions that use the Simplified UX objects.

The Small Business Role Center is your starting place where you perform tasks involved in managing your business.

In the Getting Started group, choose a tile to learn more about Microsoft Dynamics C5 2015 and solutions using Simplified UX objects.

Note
If the tiles are not visible, on the Actions tab, choose Show/Hide Getting Started.

Choose a tile, such as Unpaid Sales Invoices, to open the list of posted sales invoices that are not yet paid.

In the Key Performance Indicators part, choose Select Chart to select from a list of charts that you want to display. Choose Previous Chart and Next Chart to see a different chart. Choose Chart Information on a chart to learn what information the chart shows.

Tasks

There are certain tasks that you perform frequently, such as offers to customers or creating invoices to sell and purchase products. Other tasks are less frequent, such as registering customers and products. The following table describes the different tasks, with links to the topics that describe them.

ToSee

Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice.

How to: Make Offers

Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms.

How to: Invoice Sales

Create a purchase invoice to record your agreement with a vendor to purchase products on certain delivery and payment terms.

How to: Record Purchases

Create a purchase invoice for all or selected lines on a sales invoice.

How to: Purchase Products for a Sale

Perform an action on an unpaid posted sales invoice to automatically create a credit memo and either cancel the sales invoice or recreate it so you can make corrections.

How to: Correct or Cancel Unpaid Sales Invoices

Create a sales credit memo to revert a specific posted sales invoice to reflect which products the customer returns and which payment amount you will refund.

How to: Process Sales Returns or Cancellations

Perform an action on an unpaid posted purchase invoice to automatically create a credit memo and either cancel the purchase invoice or recreate it so you can make corrections.

How to: Correct or Cancel Unpaid Purchase Invoices

Create a purchase credit memo to revert a specific posted purchase invoice to reflect which products you are returning to the vendor and which payment amount you will collect.

How to: Process Purchase Returns or Cancellations

Create a customer card for each customer that you sell to.

How to: Register New Customers

Create a vendor card for each vendor that you purchase from.

How to: Register New Vendors

Create an item card for each inventory item or service that you trade in.

How to: Register New Products

Increase or decrease an item’s inventory quantity, for example, after a physical count or as a simple way to record purchase receipts.

How to: Adjust Inventory

Simplified UX

Microsoft Dynamics NAV provides a set of simplified pages and related objects under the name Simplified UX. Simplified UX provides simplifications to the standard user interface, with a focus on basic sales and purchase business processes for smaller businesses.

You can use Simplified UX to build your solutions, either as an extension, as a modification, or just as a part of the Simplified UX that is being used.

In brief, Simplified UX:

  • Includes all objects in the 13xx range and Role Center 9022 for Small Business.
  • Comprises around 100 objects, including more than 60 pages that have been simplified, plus one Role Center.
  • Focuses on basic sales and purchase scenarios.
  • Provides localized Simplified UX pages.
  • Uses the same tables that define standard Microsoft Dynamics NAV.

Simplified UX objects are included in the starter pack.

Limitations on Using the Simplified UX Objects

The Simplified UX objects are available for you to build your own volume offerings on, but a subset of objects will present some challenges to you as a partner:

  • Users can access standard Microsoft Dynamics NAV pages through the Simplified UX pages, for example, in look-ups, through the Advanced button, or by using Search.
  • A solution for small business typically requires standard Microsoft Dynamics NAV features in addition those provided in the Simplified UX. Accordingly, Small Business Role Center 9022 also permits access to certain standard Microsoft Dynamics NAV features, but these do not have a simplified experience.
  • The Starter Pack license may give access to fields and functionality that not available through Simplified UX pages. Accordingly, permission sets must be defined to restrict user access to functionality that is outside of the Simplified UX.
  • No demo data is currently available, W1 or Local, for setting up a new Simplified UX company using Role Center 9022. Accordingly, you must add local demo data to the solution if you want to speed up the deployment process.
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See Also