How to Create Setup Questionnaire in Dynamics NAV?

If you would restore a CRONUS database (with intention to check out the Setup Questionnaire which I have mentioned yesterday), you might be a little bit disappointed when you go into Administration > Application Setup > Company Setup > Setup Questionnaire – you can’t find any data!

That is because you need to create (or initiliaze) Setup Questionnaire in the first place.

How to Create Setup Questionnaire in Dynamics NAV?
1. Select a company setup (industry-specific) XML file.
1.1. In Dynamics NAV, click Tools > Object Designer. Click Form and find form ID 8622 Company Setup. Click Run.
How to create Setup Questionnaire - Object Designer

1.2. Look up in the Company Type field and select the Industry Type. Click OK to confirm. Then click OK in Company Setup window.
How to create Setup Questionnaire - Company Setup

1.3. Click OK when the import is complete.
How to create Setup Questionnaire - Import Completed

Note: During the import process, by default 67 tables are populated with industry-specific data.

2. Review Setup Questionnaire Questions.
2.1. Go to Administration > Application Setup > Company Setup > Setup Questionnaire and click Questionnaire > Show Questions.
How to create Setup Questionnaire - Show Questions

2.2. You can click F5 to go to the list of Setup Tables.
How to create Setup Questionnaire - List of Setups

2.3. Select the relevant area (setup table) and click OK to review questions.
How to create Setup Questionnaire - Questions for Selected Setup

Note: You can add new questions, or change default questions to match customizations on your database.

3. Export Setup Questionnaire to a file (usually, Excel).
3.1. Go to Go to Administration > Application Setup > Company Setup > Setup Questionnaire and click Questionnaire > Export to Excel.
How to create Setup Questionnaire -  Questionnaire - Export To Excel

3.2. Enter the File Name and click Save.
How to create Setup Questionnaire - Save as Excel

3.3. Click OK when export process is completed.
How to create Setup Questionnaire - File Exported

3.4. Open Excel file you just created and review various tabs on the spreadsheet.
How to create Setup Questionnaire -  Review in Excel

Note: You shouldn’t change questions on the file directly. If you notice, that a question needs to be changed, do that in Dynamics NAV and export Setup Questionnaire again.

Technorati Tags: , , ,

This entry was posted in Dynamics NAV / Navision, functionality and tagged , , , . Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *