Microsoft Dynamics NAV...Software Office365 Access Microsoft Dynamics NAV and other tools, anywhere....
Transcript of Microsoft Dynamics NAV...Software Office365 Access Microsoft Dynamics NAV and other tools, anywhere....
Microsoft Dynamics NAV
Contents
1. Introduction from the CEO
2. Software•MicrosoftDynamicsNAV•Office365•MicrosoftAzure
3. Why Acora4. How to buy Microsoft Dynamics NAV 2017•Thestarterpack&theextendedpack
5. Packaging of functionality in Microsoft Dynamics NAV 2017•MicrosoftDynamicsNAV2017starterpackfunctionality
•MicrosoftDynamicsNAV2017extendedpackfunctionality
6. Product capabilities in Microsoft Dynamics NAV 2017
Financial management•General•Fixedassets•Cashmanagement
Supply chain management (SCM)•Salesandreceivables
•Salestax•Purchaseandpayables•Inventory•Warehousemanagement
Manufacturing•Basicmanufacturing•Agilemanufacturing•Supplyplanning•Capacityplanning
• Project management•Resources•Jobs
Sales, marketing, and service management•Salesandmarketing•Servicemanagement•E-services•Reporting
Workflow•E-invoicing•Documentmanagement&documentcapture
Human resources management (HRM)Clients and usabilityLanguagesConfiguration and development
Introduction from the CEO
Weareacompanywithserviceatourcore.Ouraimistohelpourclientsrealisetruevaluefromtheirenterpriseresourceplanning(ERP)solution,resultinginlong-termbusinessrelationshipswheretheoutcomeisoneofgrowthandsuccessforbothparties.
Thewayinwhichweachievethisisthroughouruniqueimplementationmethodology,whichwefeeltrulydifferentiatesusfromotherpartners.Our20years’experienceimplementingNAVprojectsfor120+customershastaughtusthattrainingclientsfromtheverystartoftheirapplicationsprojectnotonlyempowersthemtomakekeydecisionsaboutwhattheirbusinessneedsfromthesoftware,butalsoeradicatesprojectriskandoverrunandensurestherightbusinessoutcomesaredelivered.
Anotherwayinwhichwebuildsuccessisbythoroughlydeliberatingcustomisationspriortoimplementation,ensuringanydevelopmentworkcarriedoutisgoingtobringrealbenefits.
Thiscommitmenttoourcustomers’needshasresultedinAcorabecomingoneofthelargestMicrosoftGoldpartnersintheUK.AndasanITmanagedserviceprovider,ourapplications
customershavetheoptiontotakeadvantageofourITsupportservicesandexperiencedITconsultants.Weareanalternativetotraditionalsoftwarevendorsandpartners,whocannotalwayssupporttheircustomers’completeITrequirements.
WelcometoadifferentwayofdeliveringITservice,welcometoAcora.
DavidRabson,CEO, Acora
MicrosoftDynamicsNAV
Software
Microsoft Dynamics NAVA proven solution for your business.
MicrosoftDynamicsNAVismulti-language,multi-currencyenterpriseresourcemanagementsolutionthathelpsmorethan125,000companiesworldwidemanagetheiraccountingandfinances,supplychain,andoperations.Startwithwhatyouneednow,andeasilyadaptasyourbusinessneedschange.IntheMicrosoftcloudoronyourservers—thechoiceisyours.
One login to your day
MicrosoftDynamicsNAVandOffice365isthewinningcombinationforbusiness.Whenyouremail,calendar,andfilesseamlesslycometogetherwithyourdata,reportsandbusinessprocessesyougetanintegratedexperiencethatnootherstand-aloneenterpriseresourceplanning(ERP)solutioncanmatch.SharethebigpictureonyourteamcollaborationsiteandconvenientlydrillintothedetailswithinMicrosoftDynamicsNAVwithouttheneedtochangefromoneapplicationtotheother.Aconsistentuserexperienceacrossdevicesmakesiteasyforyourpeopletocompletetheireverydaytaskswhethertheyareintheofficeoronthego.
Software
Office365Access Microsoft Dynamics NAV and other tools, anywhere.
Office365isasubscriptionservicethatprovidesuserswithaccesstoMicrosoftOfficeapplicationsandservicesovertheinternet.ItenablesworkerstousetheapplicationstheyknowandlovesuchasMicrosoftDynamicsNAV,MicrosoftDynamicsCRM,Word,Excel,OutlookandPowerPointfrommultipledevices,anytimetheywantandinanyplace.Itistrulythe‘OfficeintheCloud’.
Aswellasthetraditionalapplications,Office365canextendyourcapabilitieswitharangeofproductsyoumaynothaveusedbefore:
•Skypeforbusiness–holdvirtualmeetingswithHDvideoconferencing,sharescreensandupdatedocuments.
•Exchangeonline–keepeveryoneconnectedwithsharedcalendarsandemailthatcanbeaccessedlocallyorinthecloud.
•SharePoint–collaboratewithcolleagues,suppliersandcustomerstomanageandstoredocuments.•Yammer–thesocialmediaapplicationdesignedforbusiness–connectwithandinformcolleaguesandbusinesspartners.
Allofthisandmorewhilstworkingvirtuallyanywhereonyourfavouritedevices–PCs,laptops,smartphonesortablets.
Software
Microsoft AzureHost Microsoft Dynamics NAV in the cloud.
It’safact:agile,costeffective,reliableITcreatesasubstantialbusinessadvantage.Leveragedexpertlyaspartofawell-managedITenvironment,hostingyourDynamicsNAVsystemoncloudsolutionssuchasAzurecanempoweryourorganisationtomaintainefficient,businesscriticalITsystemswhilekeepingcostsdown.
MicrosoftDynamicsNAVoffersyoumaximumchoicewhenitcomestodeployment.Unlikeoldermoretraditionalvendorswhoonlyoffer‘on-premise’deploymentorthenewwaveof‘SAAS’orcloudonlysolutions–Microsoftoffersyouboth.
DynamicsNAVcanbedeployedquicklyandeasilyonMicrosoftCloud–‘Azure’.MicrosoftDynamicsNAVisfullycloudready,enablingyoutouseNAVanywhereyouhaveaninternetconnection.
•peruserpermonthpricing•choiceofClients–CloudOptimisedWindowsClient|WebClient|TabletandPhoneClients
•lowupfrontcosts•flexible
Microsoft’sAzurecloudservicesarecommerciallycompelling,andprovidecapabilitiestosupportanenterpriseclasshybridITenvironmentformid-marketorganisations.
Throughatruepay-as-you-usemodel,theAzurecloudenablesorganisationstocustomisetheirinfrastructureandsolutionstomeettheirspecificdata,securityandregulatory,scalability,andcapacityneeds.
WhyAcora
Acora
Why AcoraAcorahas20years’experienceimplementingMicrosoftDynamicsNAVandover120customersusingthesolution.Ourunderstandingofmid-marketorganisations,ourdevotiontocustomersandourcommitmenttoMicrosoft’sproductshasenabledustogrowintooneofthelargestandmostsuccessfulMicrosoftpartnersintheUK.
Our methodologyTherelationshipswehavewithourcustomersandtheexperiencewe’vegainedimplementingDynamicsNAVhasmanufacturedauniqueimplementationmethodology.WeoffertrainingonMicrosoftDynamicsNAVatthestartoftheimplementationproject,ensuringourcustomersleveragethesolutiontobestmeettheirbusinessneeds,reducingprojectriskandavoidingprojectoverrun.Thismethodologyhashelpedusbuildover120successfulrelationshipswithourclients,hashelpedtheirbusinessgrow,andoursinturn.
Dynamics NAV specialismAcoraspecialisesinthedeliveryofMicrosoftDynamicsNAV.Asalong-standingMicrosoftNAVpartner,wecanactuallysaywithconfidencethatwe’veseenitall.
ThisexperiencehasledustobecomingaMicrosoftgoldcertifiedpartnerforERPandoneofthetop5MicrosoftpartnersintheUK.Andwitha40strong
NAVteamofconsultants,developers,supportstaff,accountdirectorsandprojectmanagerswearealsooneofthelargest.
AcoraisalsoanITmanagedserviceprovider,meaningourcustomersgetaccesstoindustryaccreditedITsupport,experiencedITconsultantsandhavetheoptiontooutsourcethemanagementoftheirapplicationinfrastructure.
Key facts about Acora•30yearpedigree•185employeesandgrowing•ITILaligned24/7/365UK-basedservicedesk•recognisedtoexternalISOstandards•2officesand2datacentres–BurgessHill&WestMidlands
•200+customers,ofwhich120useMicrosoftDynamicsNAV
HowtobuyMicrosoftDynamicsNAV
Howtobuy
How to buy Microsoft Dynamics NAV
IfyouhavedecidedthatMicrosoftDynamicsNAVistherightsolutionforyou,thenextthingtodoistoselectthepartneryouwanttoworkwithinordertopurchasethesoftwareandassociatedservices.Acoraoffersanumberofpurchaseoptionstosuityourrequirements.
AsagoldpartnerweareabletooffertwomethodsofprocuringlicensingfromMicrosoft.Dependingonyoursituationyoucanoptforeitheratraditionalcapexpurchaseorasoftwaresubscriptionmodel.
Perpetual licensing (capex)PerpetualLicensingforMicrosoftDynamicsNAVisdesignedtohelpsmallandmidsizebusinessesgetstartedwithanaffordableupfrontstartingprice,rapidstarttoolsandbuiltinfunctionality.WithMicrosoftDynamicsPerpetualLicensing,customerslicensetheERPSolutionfunctionality,andaccesstothatfunctionalityissecuredbylicensingusers.
Subscription licensing (opex)SubscriptionlicensingforMicrosoftDynamicsNAVisdesignedtohelpkeeptheupfrontcosttoaminimumthrougha‘peruserpermonth’licensingfee.Thishelpssmallandmidsizebusinessesgetstartedwithalowinitialcostwhileleveragingthebuilt-infunctionalityandrapidstarttools.
Bothlicensingmodelsaredesignedtosimplifythepurchaseprocess.Customershavethechoiceoftwoconcurrent-usertypes,LimitedUserandFullUser,andtheoptiontogivethoseusersaccesstoadvancedfunctionalitythroughthe‘ExtendedPack.’
FunctionalityinMicrosoftDynamicsNAV2017
The starter packTheStarterPackisforcompanieswhoneedcorefinancialsandtradefunctionality:Including;BasicFinancialsManagement(GeneralLedgerandFixedAssets);BasicSupplyChainManagementandBasicSalesManagement(Sales,PurchasingandInventory);ProfessionalServices(Projectmanagement)withabroadsetofBusinessInsightandreportingfunctionalityasanintegralpartoftheproduct.AdditionallytheStarterPackcomeswithawiderangeoftoolstocustomisethesolution,tomeettheneedsofeverycustomertogetherwithdeepintegrationopportunitiestobemadethroughwebservices.
The extended packTheextendedpackisforgrowing,midmarket,orhigh-functional-needscompanieswhoarelookingforanadaptivesolutionwithabroadsetoffunctionality:includingWarehousing,andManufacturing.Itcomeswithadditionalcustomisationobjectsfordoingmoreextensivecustomisations.
Functionality
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MicrosoftDynamicsNAVcomeswithawidesetoffunctionalitiesthatthroughMicrosoftDynamicsNAV2017providesomegreatopportunitiesfordeploymentsupportingbusinessprocessesandenhancingbusinessproductivitywithintheorganisation.AMicrosoftDynamicsNAVcustomercanchoosewhethertodeploytheStarterandExtendedPackthroughtheMicrosoftWindowsclientforMicrosoftDynamicsNAV,theWebclientforMicrosoftDynamicsNAVortheMicrosoftDynamicsNAVPortalframeworkforMicrosoftSharePoint(alsoknownastheMicrosoftDynamicsNAVSharePointclient)allthroughthesameUsertypes.
Financialmanagement Financialmanagement•BasicGeneralLedger•Allocations•Budgets•AccountsSchedule•Consolidation•BasicXBRL•ChangeLog•CashFlowForecast•BasicFixedAssets•Insurance•Maintenance•FixedAssets
Allocations•Reclassification•BankManagement•CheckWriting•BankReconciliation•PaymentHandling•BasicDimensions•AdvancedDimensions•UnlimitedCompanies•MultipleCurrencies•Deferrals
•ResponsibilityCentres•Inter-companyPostings•CostAccounting
Customerrelationshipmanagement•ContactManagement
•TaskManagement•OutlookClientIntegration
•ContactClassification
•CampaignManagement
•OpportunityManagement
•Interaction/Document-Management
•MailLoggingforMicrosoftExchange
•MicrosoftDynamicsCRMintegration
Customerrelationshipmanagement•ServiceOrderManagement
•ServicePriceManagement
•ServiceItemManagement
•ServiceContractManagement
•PlanningandDispatching
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Functionality
Projectmanagement
Configurationanddevelopment
•BasicResources•CapacityManagement
•MultipleCosts
•Estimates•Tasks/Steps•Jobs•TimeSheet
•Table(10tables)•Pages(100pages)
Supplychainmanagement•BasicReceivables•SalesInvoicing•SalesOrderManagement
•SalesInvoiceDiscounts
•AlternativeShip-ToAddresses
•ShippingAgents
•SalesReturnOrderManagement
•SalesLineDiscounting•SalesLinePricing•SalesTax•BasicPayables•PurchaseInvoicing•PurchaseOrderManagement
Supplychainmanagement•OrderPromising•Calendars•CampaignPricing•CycleCounting•PutAway•WarehouseReceipt•WarehouseShipment•StandardCostWorksheet
•WarehouseManagementSystems
•InternalPicksandPutAways
•AutomatedDataCaptureSystem
•BinSetup
Configurationanddevelopment•ReportDesigner(100Reports)
•TableDesigner(10Tables)
•QueryDesigner
(100Queries)•XMLPort(100XML)•PageDesigner(100Pages)
•Codeunits(10)
•Codeunits(10units•XMLPort(100XML)
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Functionality
Supplychainmanagementcontinued•PurchaseInvoiceDiscounts
•RequisitionManagement
•AlternativeOrderAddresses
•PurchaseReturnOrderManagement
•PurchaseLineDiscounting
•PurchaseLinePricing
•DropShipments•Salespeople/Purchasers
•BasicInventory•MultipleLocations•Stock-KeepingUnits
•AlternativeVendors•AssemblyManagement•LocationTransfers•ItemSubstitutions•ItemCrossReferences•NonstockItems•ItemTracking•ItemCharges•Bin•Pick•AnalysisReports•ItemBudgets•Workflows•DocumentManagement,DocumentCaptureandOCR
•E-services
Manfacturing•ProductionOrders•ProductionBillofMaterials
•VersionManagement•AgileManufacturing•BasicSupplyPlanning
Humanresourcemanagement•Basichumanresourcemanagement
Sprog•Multipledocumentlanguages
•Multiplelanguages
•DemandForecasting•BasicCapacityPlanning
•MachineCenters•FiniteLoading
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ProductCapabilitiesinMicrosoftDynamicsNAV2017
Capability
Financial Management
Accounts schedulesApowerfulfinancialreportingtoolthatcanhelpaccountantsandfinancialanalyststoextractthemostessentialbusinessdatafromthechartofaccounts,budgets,cashflowaccountsandcosttypesintofinancialreports,whichcanbeusedtoefficientlymonitorthehealthofthebusinessandprovidevaluableinputforthebusinessdecisionmakers.Yougettochoosetheaccountsyouwanttomonitorandreporton,changetheorderoftheaccounts,andcombinefiguresinvariousways,setupwhichcolumnstoprint,changethedescriptionoftheaccountsandsupplythemwithadditionalnotes.
Inaddition,youcanmakesimplecalculationsonthedatayouselectedontheaccountsschedulesworksheet,andcomparecurrentfigureswithhistoricalonesandwithyourbudgets.
AllocationsAllocategeneralledgerentriestocombinationsofaccounts,departments,andprojectsusingallocationkeysbasedonamount,percentage,orquantity.ThisfeatureisavailablethroughRecurringGeneralJournals.
Basic general ledgerThismoduleincludesallthebasicfunctionalitynecessaryforsettingupacompanyandpostingtothegeneralledger,chartofaccounts,generaljournals,VATfacilities,recurringjournals,andsourcecodes.The basic general ledger also includes:•facilitiesforinternalandexternalreporting•RapidStartServicesforMicrosoftDynamicsNAVworkflowforapprovalofsalesandpurchasedocuments
•postingandreportinginyourcompany’sbasecurrency
•postingandreportinginanadditionalcurrencywiththeadditionoftheMultipleCurrenciesmodule
•capabilitytoexportdatafromanyformtoMicrosoftWordorMicrosoftExcel®usingstylesheets
•capabilitytolinktoexternaldocuments.•twolanguages—U.S.Englishandoneother.•setupsalesandpurchasedocumentsarchiving.•backgroundposting
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Capability
Basic XBRLExportdocumentsfromMicrosoftDynamicsNAVinXBRL(ExtensibleBusinessReportingLanguage)formatandimportXBRLtaxonomiesintoMicrosoftDynamicsNAVfromtheInter-net,email,orothersystems.XBRLisanXML-basedspecificationthatusesacceptedfinancialreportingstandardsbasedonstandardised,underlyingdatatags.The module includes:•capabilitytomapyourgeneralledgertoXBRLtaxonomiessothatthesameXBRLdocumentinstancecanbeusedforvariouspurposes,independentoftheformatrequiredbythereceiverofthedocument
•supportfortheXBRL2.1SpecificationreleasedbytheXBRLConsortium
BudgetsWorkwithbudgetsingeneralledgeraccounts.Afteryouhavecreatedabudget,youcanprintabalancethatshowsvariancestothebudgetbypercentage.Workwithmultiplebudgetsatonetime.Forexample,workwitha100percentbudget,a110percentbudget,andsoon.Budgetsaregenerallyenteredperperiodfortherelevantgeneralledgeraccounts.Budgetscanbeexported/importedto/fromExcel,allowingyoutouseallthe
calculationcapabilitiesofExcelwhilepreparingyourbudgets.
Change logLoguserchangesmadetoMicrosoftDynamicsNAVmasterdata.Youcanlogalldirectmodificationsausermakestothedatainthedatabase,exceptforchangesto“workingdocuments”suchasjournals,salesorders,andpurchaseorders.Thechangelogfunctionalitymakesitpossibletogetachronologicallistofallchangestoanyfieldinanytable(exceptthose“workingdocuments”justmentioned)andtoidentifybyuserIDwhomadethechanges.
ConsolidationConsolidatecompaniesinMicrosoftDynamicsNAV.ThecompaniescancomefromoneorfromseveraldifferentMicrosoftDynamicsNAVdatabasesorotherfiles,andyoucanimportandexportfinancialinformationinthismodule.IfdatausedisretrievedfromseveralMicrosoftDynamicsNAVsolutions,usethismoduleonlyintheparentcompany.
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DeferralsSetupdeferraltemplatesthatautomatetheprocessofdeferringrevenuesandexpensesoverapre-definedschedule.Thisenablescompaniestoeasilyrecogniserevenuesandexpensesinperiodsotherthantheperiodinwhichthetransactionisposted.
Intercompany postingsManageaccountingformorethanonecompanyinthesamepostingprocess.ThecompaniescanbeinthesameorinoneofseveraldifferentMicrosoftDynamicsNAVdatabases.Youcanalsosenddocumentstopartnercompanies.UserscontrolthedocumentflowthroughanInbox/Outboxfeature,andtransactionsarecompletedasgeneraljournaltransactionsorthroughreceivablesandpayables,whichenablestheuseofcurrenciesandcorrectreconciliation.
Responsibility centersSetupprofitcentersand/orcostcenters.Acompa-nycansellitemswithspecificpricesandthatarerelatedtoaresponsibilitycenter.Youcantieausertoaresponsibilitycentersothatonlysalesandpurchasedocumentsrelatedtotheparticularuser
aredisplayed.Usersgetassistancewithenteringextradata,suchasdimensionsandlocationcodes.
Cost accounting CostAccountingprovidesanefficientwaytocontrolthecompany’scostsbyprovidingvisibilityandinsightintobudgetedandactualcostsofoperations,departments,products,andprojects.CostAccountingsynchronizescostinformationwiththegeneralledger,andthenallocatesthatinformationtodifferentcostscentersandcostobjects.
This module includes enabling you to:•transfercostsfromthegeneralledger•enterandpostinternalchargesandallocationsdirectlyintheCostAccountingCostjournal
•predefinerecurringcostallocationrulesoncostallocationcardsandexecuteinabatchjob
•undoallocations•createcostbudgetsandtransfercostbudgetentriestoactualentries.
Capability
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Capability
Cash flow forecastCashFlowForecastprovidesapredictionofhowacompany’sliquidity—cashandothertreasurepositions—willevolveovertime.Itconsistsoftwothings—cashreceiptsandcashdisbursements—themoneyyouexpecttoreceiveandthecashyouexpecttopayout—plustheliquidfundsyouhaveavailable.Theseelementstogethershowyouadirectcashflowforecast.Youcanalsocreateabasiccashflowforecastingsetup,whichcanbeextendedasrequired,andisquicktoadjust.Useawizardtohelpyoucompletemostofyourtasks,andtakeadvantageofautomaticdailyorweeklydataupdates.Inaddition,moredatasourcesaresupportedinNAV2017,includingjobsandtaxdata.
Fixed Assets
Basic fixed assetsKeeptrackoffixedassetssuchasbuildings,machinery,andequipment.Youcanalsopostvariousfixed-assettransactions:acquisitions,depreciation,write-downs,appreciation,anddisposal.Foreachfixedasset,yousetupdepreciationbooksinwhichthemethodsandotherconditionsusedforcalculatingdepreciationaredefined.Youcansetupanunlimitednumberofdepreciationbookstosatisfylegalrequirements,andfortaxandinternalaccountingpurposes.Thismoduleiswellsuitedforinternationalcompaniesthatneedtousemanydepreciationmethods.
Fixed assets allocationsAllocatedifferentpercentagesoffixedassettransactions,suchasacquisitioncostanddepreciation,todifferentdepartmentsorprojectsbyusingallocationkeys.Usefulforwhenseveraldepartmentsshareafixedasset.
InsuranceKeeptrackofinsurancecoverageandannualinsurancepremiumsforyourfixedassetsandeasily
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Capability
determinewhetheryourassetsareunder-insuredorover-insured.Youcanattacheachassettooneormoreinsurancepoliciesandalsoindexinsuranceamounts.
MaintenanceRecordmaintenanceandserviceexpensesforeachfixedasset.Getthedetailedinformationyouneedtoanalyseandmakedecisionsabouttherenewalanddisposaloffixedassets.
ReclassificationReclassifyafixedassetorpartofafixedasset—forexample,fromonedepartmenttoanother.Youcansplitonefixedassetintoseveralfixedassets,orcombineseveralfixedassetsintoonefixedasset.Whenyouneedtodisposeofonepartofafixedasset,youcansplititintotwoassetsandthendisposeoftheappropriateone.
Advanced dimensionsAdvancedDimensionsprovidesunlimiteddimensionsforuseintransactionsinallledgers.Youcannameallthedimensionsaccordingtowhatismostappropriateforyourbusiness.Inadditiontoanunlimitednumberofdimensions,thismodule
includesadvanceddimensionsfunctionalitythatenablesyoutosetuprulesforhowtocombinedimensionsanddimensionvalues.Thishelpsyoucontroltheuseofdimensionsandincreasesthereliabilityofoutputbasedondimensions.
You can also:•setuprulesforprioritisationofdefaultvaluesanddefinedimensionrulestofityourspecificbusiness
•setupanduseanalysisviewstoanalysegeneralledgertransactionsperdimensionandcombinedimensionsasyouwant
•includebudgetinformationinanalysisviews,whichisanadvancedwayofanalyzingdatausingdimensions
•combineanalysisofdimensionswiththeuseofaccountschedules
Basic dimensionsAddtwoadditionaldimensionstothegeneralledgerandtoanyoftheotherledgersinMicrosoftDynamicsNAVforgreaterflexibilitywhenworkingwithanalyticaltools.Youcangivethetwodimensionsthenamesthataremostappropriateforyourbusinessandassigndimensioncodestoeachtransactionthatinvolvesageneralledger
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Capability
account,customer,vendor,fixedasset,resource,job,orinventoryitem.Inaddition,youcandefinedefaultdimensionvaluesandrulesforthedefaultvaluesforallaccounttypes(generalledger,customer,vendor,item,andsoon)tohelpyoueasilyadddimensionstoalltransactions.
Thismodulecanbeusedincompaniesthat,forexample,haveseveralprojects,regions,orprofitcenters.
You can also use it to:•closelyanalyseprojectsincompaniesthatworkwithprojectsacrossdepartmentsandfunctions
•generateastatementofoperationsforacompanycaraccount,wheretheindividualautomobilesaresetupasprojects
•establishasingleaccountforallcompanycars,eventhoughadetailedstatementpercariscalledfor
•printabalanceforagivendepartmentorprojectorforcombinationsofthetwo
Unlimited companiesProvidecompetitivepricingifyourbusinessneedsmorethanonecompany.
Multiple currenciesManagemultiplecurrenciesthroughoutthesystem,includingpayablesandreceivables,generalledgerreports,resourceandinventoryitems,andbankaccounts(whenintegratedwiththeCashManagementfeatures).With Multiple Currencies, you can:•enterexchangeratesandconvertcurrencyinfullcompliancewitheurolegislation(including“triangulation”)intheEuropeanMonetaryUnion(EMU)countries
•triangulationistherequiredmethodofcurrencyconversionduringthetransitionalperiodoftheeuro
•performcurrencyconversionaccordingtoex-changeratesthatarestoredandmaintainedintheexchangeratetable
•setupacurrencyintheexchangeratetableandspecifytheformatsothatamountswillalwaysbeshowninthecorrectformatonallformsandreportsthroughoutthesystem
•enterexchangeratesforadateorforaperiodintheexchangeratetable
•calculatetheexchangerateassociatedwiththedateonthetransactionforeachconversionofacurrencyamounttoalocalamount
•savehistoricalexchangeratesintheexchange
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Capability
ratetabletokeeptrackoffluctuationsoveraperiodoftime
•transactbusinessinanynumberofcurrenciesforanycustomerandvendor.Forexample,companiescanissueaninvoiceinonecurrencyandacceptpaymentforthatinvoiceinadifferentcurrency
•managecurrencyconversiondynamicallyandhelpensureefficientprocessingofexchangerateupdates
•storedetailsoftransactionsinvolvingreceivablesandpayablesinlocalandforeigncurrenciessothatagingandreportsforreceivablesandpayablescanbeprintedinlocalorforeigncurrency
•usetheExchangeRateAdjustmentoptiontoadjustreceivablesandpayablesandpostunrealizedgains/lossestothegeneralledger
Cash Management Bank account managementCreate,operateandmanagemultiplebankaccountsforcateringtoyourdiversebusinessneedsandacrossdifferentcurrencies.
Electronic payments and direct debitsCreatepaymentproposalsbasedonvendordocumentsandgeneratebankpaymentfilesinISO20022/SEPAformatorusetheBankDataConversionServiceforgeneratingtheappropriateelectronicpaymentfileforyourbank.Easilykeeptrackofthepaymentexporthistoryforyourelectronicpaymentsandrecreateapaymentfilewheneverneeded.Applypaymentscomeswithsimplestreamlinedprocesstomarkandprocessthedesiredtransactions.Createdirectdebitcollectionstogetthemoneydirectlyfromyourcustomer’sbankaccountandgenerateabankdirectdebitfileinISO20022/SEPAformat.
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Capability
InNAV2017youcaninserthyperlinkstoonlinepaymentservicesintoyourinvoices,providingyourcustomerswithamoreefficientwaytopayaninvoiceonline.
YoucanalsoinstallthePayPalintegrationextension.ThiscreateslinksininvoicestoPayPalStandardsonlinepayment.PayPaloffersatrustworthyglobalpaymentservicewithmultiplewaysofacceptingpayments,includingcreditcardprocessingandPayPalaccounts.
Reconciliation of incoming and outgoing bank transactionsImportbanktransactiondatafromelectronicfilessentfromyourbankinISO20022/SEPAformat—orusetheBankDataConversionServiceforotherfiletypes.Applythebanktransactionsautomaticallytoopencustomerandvendorledgerentriesandcreateyourownmappingrules.Reviewtheproposedapplicationsandaccountmappingsinaneasyandintuitiveway.Itispossibletomodifythealgoalgorithmbehindtherecordmatchingispossi-blebymodifying,removingoraddingrules.
Bank account reconciliationImportbankstatementdatafromelectronicfilessentfromyoubankinISO20022/SEPAformat—orusetheBankDataConversionServiceforotherfiletypes.Reconcileyourbankstatementdataauto-maticallytoopenbankaccountledgerentriesandkeeptrackofallbankstatements.
YoucanalsoReconcileyourbankpaymentsinthePaymentReconciliationJournal,completingpaymentsandreconciliationinoneplaceandinonestep.Nowyoucanmatchcustomerpayments,vendorpayments,andbanktransactionsallinthePaymentReconciliationjour-nal.Youcanalsofilterthestatementinformationtoviewonlythetransactionsthatneedattention,hidingthosethatdonot. You canseeasummaryofoutstandingbankinformationanddrill-downtoseethedetailinpaymentreconciliation.Toverifybeforepostingthereconciliation,youcanprinttheoutstandingbankinformationonatestreport
.
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Cheque writingGenerateComputerprintedchequewithauniquenumberseriesforeachbankaccount.Youcanspecifyonthepaymentjournallinewhetheryouwantthispaymenttobemadewithacomputeroramanualcheck.Thisassistsinternalcontrolbyensuringthatthecomputercheckisactuallyprintedbeforepostingthepayment.Checkprintingcomeswithflexibleuseroptions,suchasvoidingacheck,reprinting,usingcheckformswithpreprintedstubs,testingbeforeprinting,andalsothepossibilitytoconsolidatepaymentsforavendorintoasinglecheck.
Supply Chain Management
Sales and Receivables
Alternative ship -tosSetupmultipleship-toaddressestoaccommodatecustomersthatinadditiontoamainbusinessad-dresshavemorethanonesitetowhichordercanbeshipped.Theseadditionallocationscanthenbeselectedbytheorderprocessorwhencreatingasalesorderorinvoice.
Basic receivablesSetupandmaintainthecustomertable.Postsalestransactionsinjournalsandmanagereceivables;registercustomersandmanagereceivablesusinggeneraljournals.TogetherwithMultipleCurrencies,thismodulecanpostsalestransactionsandmanagereceivablesinmultiplecurrenciesforeachcustomer.BasicReceivablesisintegratedwithBasicGeneralLedgerandInventoryandisrequiredfortheconfigurationofallotherSalesandReceivablesmodule.SalesInvoicingisalsofrequentlyusedwiththismodule.
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Capability
CalendarsSetupcalendarswithworkingandnon-workingdays.Assignabasecalendartocustomers,ven-dors,locations,companies,shippingagentservic-es,andtheservicemanagementsetup—andmakechangestoeachasnecessary.Calendarentrieswillbeusedindatecalculationsonsalesorders,purchaseorders,transferorders,productionor-ders,serviceorders,andrequisitionandplanningworksheets.
Campaign pricingWorkwithsalespricesandsaleslinediscountsconnectedwithspecificcampaigns.Afteryouhaveactivatedtheprices/discounts,anycustomerorcontactrelatedtoacompanycurrentlyinasegmentassociatedwithagivencampaigncanaccesstheprice/discountassociatedwiththatcampaign.Pricesarevalidforthelifeofthecampaignoruntilyoudecidetodeactivatethem.Whenyoucreateasalesdocumentorserviceorder,thecampaignprice/discountisincludedamongthepricingreductionsavailablewhenMicrosoftDynamicsNAVchoosesthepricetoretrieveontheline.
Order promisingPromiseaccurateordershipmentanddeliverydatestocustomersbasedonanitem’scurrentandfutureavailability.Whenitemsarenotavailabletomeetacustomer’srequesteddeliverydate,calculatetheearliestshipmentdateaseitheranavailable-to-promisedatethatisbasedonupcominguncommittedsupplyoracapable-to-promisedate—adatewhenitemscanbecomeavailableshouldtheybereplenished.
Sales invoicingSetup,post,andprintcustomerinvoicesandsalescreditmemos.ThismoduleisfullyintegratedwithGeneralLedgerandInventory.
Sales invoice discountsCalculateinvoicediscountsautomatically.Setupanynumberofinvoicediscountterms,includingacertainminimumamount,discountpercentage,and/oraservicecharge.Thediscountiscalculatedontheindividualitemlinesandbecomespartofthenetsumoftheinvoice.Calculationscanbedoneinbothlocalandforeigncurrencies.
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Capability
Sales line discountingManageflexibleitempricediscountstructuresthatdifferentiatebetweenspecialagreementswithindividualcustomersandcustomergroups,andareconditionedbysuchparametersasminimumquantity,unitofmeasure,currency,itemvariantandtimeperiod.Thebestunitprice,asbasedonthehighestdiscount,unitpriceiscalculatedforthesaleslinewhentheorderdetailsmeettheconditionsspecifiedinthesaleslinediscountstable.
Sales line pricingManageflexibleitempricestructuresthatdifferentiatebetweenspecialagreementswithindividualcustomersandcustomergroups,andareconditionedbysuchparametersasminimumquantity,unitofmeasure,currency,itemvariantandtimeperiod.Thebest,thatis,thelowest,unitpriceisbroughttothesaleslinewhentheorderdetailsmeettheconditionsspecifiedinthesalespricestable.Makeupdatesandchangestothepriceagreementsasrecordedinthesalespricestablebyusingthesalespriceworksheet.
Sales order managementManagesalesquotes,blanketsalesorders,andsalesorderprocesses.Settingupaninvoicedirectlydiffersfromsettingupasalesorderinwhichthequantityavailableisadjustedassoonasanamountisenteredonasalesorderline.Quantityavailableisnotaffectedbyaninvoiceuntiltheinvoiceisposted.Use the Sales Order Management module to:•managepartialshipments•shipandinvoiceseparately•createprepaymentinvoicesforthesalesorder•usequotesandblanketordersinthesalesphase(Quotesandblanketordersdonotaffectinventoryfigures)
Sales return order managementThismoduleenablesyoutocreateasalesreturnorder,soyoucancompensateacustomerforwrongordamageditems.Itemscanbereceivedagainstthesalesreturnorder.Createapartialreturnreceiptorcombinereturnreceiptsononecreditmemo.Linksalesreturnorderswithreplace-mentsalesorders.
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Shipping agentsSetupmultipleshippingagents(forexample,UPS,DHL,externalcarriers,oryourowncarrier)andrelatetheirservices(express,overnight,standard)withshippingtime.Associatedefaultshippingagentsandtheirserviceswithindividualcustomersorspecifythosedetailsonsalesordersandtransferorderstoimproveaccuracyoforderpromising.
Sales Tax
Sales taxCalculatesalestaxandsetupindividualtaxareasforeachcustomerandvendor.Alsoenablesyoutocalculatetheusetaxonthetax.Salestaxcanalsobecalculatedfromthegeneraljournallines.Pleasecheckyourlocalpricelistforavailability.
Purchase and Payables
Alternative order addressesSetupmultipleaddressestomanageordersfromvendorsthatinadditiontoamainbusinessaddresshavemorethanonesitefromwhichtheyshiporders.Theseadditionallocationscanthenbeselectedbythepurchasingagentwhencreatingapurchaseorderorinvoice.
Basic payablesSetupandmaintainavendortable,postpurchasetransactionsinjournals,andmanagepayables.Includesthevendortableandenablesyoutogeneratevendorledgerentriesusinggeneral
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journals.UsethistogetherwiththeMultipleCurrenciesmoduletopostpurchasetransactionsandmanagepayablesinmultiplecurrenciesforeachvendor.Thismoduleisalwaysusedifyoursolutionrequiresavendortable.ItisintegratedwithGeneralLedgerandInventoryanditisrequiredfortheconfigurationofallotherPurchaseandPayablesmodule.PurchaseInvoicingisalsofrequentlyusedwiththismodule.
Drop shipmentsHandleordershipmentsdirectlyfromthevendortothecustomerwithouthavingtophysicallystockitemsinyourinventorywhilestillkeepingtrackofordercostsandprofit.Thedropshipmentprocessisfacilitatedthroughtheautomaticlinkingofsalesandpurchaseordersthatcontrolthebuilt-insequenceofpostingtasks.
Purchase invoicingSetup,post,andprintpurchaseinvoicesandpurchasecreditmemos.ThismoduleisintegratedwithGeneralLedgerandInventory.
Purchase line discountingManagemultipleitempurchasepricediscountsthatyouhavenegotiatedwithindividualvendorsasbasedonsuchparametersasminimumquantity,unitofmeasure,currency,itemvariantandtimeperiod.Thebest,asbasedonthehighestdiscount,unitcostiscalculatedforthepurchaselinewhentheorderdetailsmeettheconditionsspecifiedinthepurchaselinediscountstable.
Purchase invoice discountsCalculateinvoicediscountsautomatically.Thediscountcandifferfromvendortovendorwithdifferentminimumamounts(alsoindifferentcurrencies)anddifferentrates,dependingonthesizeoftheinvoice.Thediscountiscalculatedontheindividualitemlinesandbecomespartofthenetsumoftheinvoice.
Purchase line pricingManagemultipleitempurchasepricesthatyouhavenegotiatedwithindividualvendorsasbasedonsuchparametersasminimumquantity,unitofmeasure,currency,itemvariantandtimeperiod.Thebest,thatisthelowest,unitcostisbroughtto
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thepurchaselinewhentheorderdetailsmeettheconditionsspecifiedinthepurchasepricestable.
Purchase order managementManagepurchasequotes,blanketorders,andpurchaseorderprocesses.Creatingapurchaseorderdiffersfromcreatingapurchaseinvoicedirectly.Thequantityavailableisadjustedassoonasanamountisenteredonapurchaseorderline,butitisnotaffectedbyapurchaseinvoiceuntiltheinvoiceisposted.
Use this module to:•managepartialreceipts•receiveandinvoiceseparatelyandcreateprepaymentinvoicesforthepurchaseorder
•usequotesandblanketordersinthepurchasephase
(Quotesandblanketordersdonotaffectinventoryfigures)
Purchase return order managementCreateapurchasereturnorderinordertocompensateyourowncompanyforwrongordamageditems.Itemscanthenbepickedfromthe
purchasereturnorder.Youcansetuppartialreturnshipmentsorcombinereturnshipmentsinonecreditmemoandlinkpurchasereturnorderswithreplacementpurchaseorders.
Requisition managementAutomatethesupplyplanningprocessbyusingtheRequisitionWorksheet.Generateoptimalsuggestionsforreplenishinginventorythroughpurchasesandtransfersbasedontheitem’scurrentandfuturedemandandavailability,aswellasavarietyofplanningparameters,suchasminimumand maximumquantitiesandreorderquantities.Displayagraphicaloverviewoftheplanningimpactandallowtheusertochangetheplanusingadrag-and-dropoperation,priortoexecutingtheplan.Alternatively,useOrderPlanning—asimplifiedsupplyplanningtoolthatenablesyoutoplansupplyforalltypesofdemandinanorder-by-orderfashion,withnoconsiderationsforoptimisation.
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Inventory
Analysis reportsProvidecompanydecision-makers,especiallythosewithoverallresponsibilityforsales,purchases,andproductportfoliomanagement,withanefficientandflexiblewaytogetmeaningfulinformationoutofthesystemtoinformday-to-daydecisions.Builtonitementries,thismoduleprovidesacustomisable,analyticviewthatenablespeopletoaddandcombineanalysisobjects—customers,items,andvendors—accordingtotheirneeds. You can:•presentfiguresinbothamountsandquantitiesandcomparebyperiodsaswellasagainstbudget.Whenthefiguresareputinaformula,theycanbecomeanindicatorofthecompany’sperformance
•drilldowntolocatethecauseofproblems•viewsalesdynamics;analyseinventoryturnover;evaluatecustomers’buyingbehavior;spottrends;reconsiderproductofferings,prices,andvendors;andmakeinformedbusinessdeci-sions
Alternative vendorsManagepurchaseofthesameitemfromseveraldifferentvendors.Setupalternativevendorsforanitem,specifytypicalleadtimesusedbyaspecificvendortodeliverthatitem,andassociatepriceanddiscountagreementsforthatitemwitheachvendor.
Basic inventorySetupitemsthatyoucarryinyourstockandspecifytheirunitofmeasures,costingmethod,inventorypostinggroup,unitcostandpriceandotherproperties.Postitemtransactions,suchassales,purchase,andnegativeandpositiveadjustmentsfromitemjournals.Quantityandcostrecordsofthepostedtransactionsarestoredintheinventoryledgerthatisthebasisforinventoryvaluation andothercostingcalculations.
IntegratedwithGeneralLedgerandwiththepostingprocessesinSalesandReceivablesandPurchaseandPayables,thismoduleisrequiredfortheconfigurationofallotherInventorymodules.
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BinOrganiseyourwarehousebyassigningitemstobins,thesmallestunitinthewarehouselogicalstructure.Binassignmentisdoneasaccordingtotheitemjournalsordirectlyonthedocumentlines(doesnotapplytoorderlines).
Cycle countingManagecyclecounting,abasicmethodofverifyinginventoryrecorddatausedtomaintainandincreaseinventoryaccuracy.SetupcyclecountingontheitemorSKUlevel.
Item budgetsMakesalesandpurchasebudgetsonthecustomer,vendor,anditemlevels,andinbothamountsandquantities.Prepareandrecordasalesbudgetthatcanserveasinputtodecision-makersinotheroperationalareas,suchaspurchasingandlogistics.Decision-makersgaininformationaboutfutureexpecteddemandthattheycanuseforbusinessdiscussionswiththecustomers.Afterbudgetsaremade,tracktheactualsalesperformancebymeansofcalculatingthevariance.TheabilitytomovebudgetedfiguresbetweenthesystemandExcelprovidesadditionalflexibilitytothebudgetingprocess.
Item chargesManageitemcharges.Includethevalueofadditionalcostcomponentssuchasfreightorinsuranceintotheunitcostorunitpriceofanitem.
Item cross referencesQuicklyandpreciselyidentifytheitemsacustomerisorderingonthebasisofitemnumbersotherthanyourown.Cross-referenceinformationfromcustomers,vendors,andmanufacturers,aswellasgenericnumbers,universalproductcodes(UPCs),andEuropeanarticlenumbers(EANs)thatcanbestoredandeasilyaccessed.
Item substitutionsLinkitemswiththesameorsimilarcharacteristicssothatifacustomerordersanitemthatisunavailable,youcanoffersubstituteitemsandavoidlosingthesale.Or,provideanextraservicetoyourcustomerbyofferinglower-costalternatives.
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Item trackingManageandtrackserialandlotnumbers.Assignserialorlotnumbersmanuallyorautomatically,andreceiveandshipmultiplequantitieswithserial/lotnumbersfromasingleorderlineentry.
Item AttributesUseitemattributestoaddcustomdata,suchascolor,countryofmanufacture,size,orproductdimensions,toapplicableitems,supplementingbuilt-inglobalitemfields.Youcandefineyourowntypeofattributeoptions,includinglist,text,integer,anddecimal,alongwithunitofmeasureforthetwolatternumerictypes.Attributenamesandoptionlistentriescanalsobetranslatedtosupportmultiplelanguagerequirements.Youcanalsoblockattributesorattributeoptionvaluesfrombeingusedinthefuture,forexample,iftheyarenolongerapplicable.Whenyouadditemstosalesandpurchasedocuments,orjustorganiseyouritems,youcanviewandfilterontheattributevaluestolimitthelistofitemstochoosefromortakeactionon.
Assembly managementSpecifyalistofsellableitems,rawmaterials,subassembliesand/orresourcesasanAssemblyBillofMaterialsthatcomprisesafinisheditemorakit.Useassemblyorderstoreplenishassemblyitems,tostockorcapturethecustomer’sspecialrequirementstothekit’sbillofmaterialsdirectlyfromthesalesquote,blanket,andorderlineintheassembly-to-orderprocesses.
Location transfersTrackinventoryasitismovedfromonelocationtoanotherandaccountforthevalueofinventoryintransitandatvariouslocations.
Multiple locationsManageinventoryinmultiplelocationsthatmayrepresentaproductionplant,distributioncenters,warehouses,showrooms,retailoutletsandservicecars.
Nonstock itemsOfferitemstocustomersthatarenotpartofyourregularinventorybutthatyoucanorderfromthevendorormanufactureronaone-offbasis.Such
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itemsareregisteredasnonstockitemsbutotherwisearetreatedlikeanyotheritem.
PickEnablewarehouseworkerstocreateapickfromthereleasedorder.Pickismanagedfromaseparateuserinterfacewhenshippingitemsinanorder-by-orderenvironment.
Put awayEnablewarehouseworkerstocreateaputawayfromthereleasedorder.PutAwayismanagedfromaseparateuserinterfacewhenreceivingitemsinanorder-by-orderenvironment.
Standard cost worksheetEfficientlyreviewandupdatestandardcostswiththisworksheet.TheStandardCostWorksheetprovidesacompany’scontrollerswithareliableandefficientwaytomaintainaccurateandup-to-dateinventorycosts.Workwithstandard
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costupdatesthesamewayyouworkwithanExcelspreadsheetbutwithintheframeworkofMicrosoftDynamicsNAV.Becauseitprovidesanoverviewofthecurrentstandardcosts,theworksheetisaconvenientplacetoprepareforacostupdatewithoutthechangeshavinganimmediateeffectinthesystem.
Stock-keeping unitsManagestock-keepingunits(SKUs).Identicalitemswiththesameitemnumbercanbestoredindifferentlocationsandmanagedindividuallyateachlocation.Addcostprices,replenishment,manufacturinginformation,andsoon,basedonthelocation.
Warehouse receiptEnablewarehouseworkerstocreateaput-awayfromthereceipt.WarehouseReceiptismanagedfromaseparateuserinterfacewhenreceivingitemsinamulti-orderenvironment.
Warehouse shipmentEnablewarehouseworkerstocreateapickfromtheshipment.WarehouseShipmentismanagedfromaseparateuserinterfacewhenshippingitemsinamulti-orderenvironment.
Warehouse Management
Automated data capture system (ADCS)Capturedataautomatically.Keepdataaccurate,eveninahecticenvironment.ADCSsupportssomeoftheworkflowsintheWarehouseManagementSystemsmodulethatenableswarehouseautomation.
Bin setupEasilysetupandmaintainyourbinsbydefiningboththelayoutofyourwarehouseanddimensionsofyourracks,columns,andshelves;setupandmaintainyourplanningparametersbydefiningthelimitationsandcharacteristicsofeachbin.
Internal picks and put-awaysCreatepickandput-awayordersforinternalpurposes,withoutusingasourcedocument(suchasapurchaseorderorasalesorder).Forexample,pickitemsfortestingorputawayproductionoutput.
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Warehouse management systemsManageitemsonabinlevel.Receiveandputawayitemsinabin;pickitemsfromabinaccordingtoaput-awaytemplate;andpickitemsbasedonthezoneandbinranking.Moveitemsbetweenbinsusingareportforoptimisingthespaceusageandthepickingprocess,ormoveitemsmanually.Warehouseinstructiondocumentsarecreatedforthepickandput-awayprocess,whichcanbecar-riedoutforsales,purchases,transfers,returns,andproductionorders.Serviceordersarenotincluded.
ManufacturingBasic Manufacturing
Production bill of materialsCreatebillsofmaterialsandcalculatestandardcosts.RequiredfortheconfigurationofallotherManufacturingmodules.
Production ordersCreateandmanageproductionorders,andpostconsumptionandoutputtotheproductionorders.Afteryouhavecreatedaproductionorder,youcancalculatenetrequirementsbasedonthatproduc-tionorder.TheProductionOrdersmoduleincludesamanualsupplyplanningtoolasanalternativetoautomaticplanning.TheOrderPlanningwindowprovidesthevisibilityandtoolsyouneedtoman-uallyplanfordemandfromsaleslinesandthentocreatedifferenttypesofsupplyordersdirectly.
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Agile Manufacturing
Agile manufacturingThismoduleenablesyoutoruntheAgileManu-facturing,SupplyPlanning,andCapacityPlanningmodules.
Version managementCreateandmanagedifferentversionsofthemanufacturingbillofmaterialsandroutings.YoumustpurchasetheBasicCapacityPlanningmodulebeforeyoucansetupmultipleversionsofroutings.
Supply Planning
Basic supply planning•Planmaterialrequirementsbasedondemandwithsupportformasterproductionschedulingandmaterialsrequirementsplanning.Basic Supply Planning includes:
•automaticproductionordersandpurchaseorders
•actionmessagesforfastandeasybalancingof
supplyanddemand•supportforbucket-lessandbucketedmaterialrequirementsplanning
•theSetupforitemswiththeirownreorderingpolicy,includingregistrationofwhethertheyaremanufacturedbyorpurchasedfromathirdparty
Demand forecastingManagedemandforecastingbasedonitems.Inputdemand(sales)forecastsforproductsandcompo-nentsinamoreconvenientway(daily,monthly,quarterly).Thisdataallowsthesystemtoplanandcreateproductionandpurchaseorderstakingintoconsiderationthedemandforecasttogetherwiththelevelofavailableinventoryandparametersofrequirementplanning.
Sales and inventory forecastingYoucanusetheSalesandInventoryForecastextensiontogetdeepinsightsaboutpotentialsalesandaclearoverviewofexpectedstock-outs.
Thebuilt-inCortanaIntelligenceleverageshistoricaldataandhelpsyoumanageyourstockandrespondtoyourcustomers.Basedonthe
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forecast,theSalesandInventoryextensionhelpscreatereplenishmentrequestsforvendorsandsavesyoutime.
Capacity Planning
Basic capacity planningAddcapacities(workcenters)tothemanufacturingprocess.Setuproutingsandusetheseroutingsonproductionordersandinmaterialrequirementsplanning.Viewloadsandthetasklistforthecapacities.
Finite loadingManagefiniteloadingofcapacity-constraintresources.Takingcapacityconstraintsintoaccountsothatnomoreworkisassignedtoaworkcenterthanthecapacitiescanbeexpectedtoexecuteduringagiventimeperiod.Thisisasimpletoolwithoutanyoptimisation.UsedwiththeOrderPromisingmodule,FiniteLoadingalsoenablesthesystemtocalculatecapable-to-promise(CTP).
Machine centersAddmachinecentersascapacitiestothemanu-facturingprocess.Machinecentersaredesignedtohelpyoumanagecapacityofasinglemachine/producingresource.Withmachinecenters,youcanplan/managecapacityonseverallevels:onamoredetailedlevelformachinecentersandonaconsolidatedlevelforworkcenters.Machinecentersallowuserstostoremoredefaultinforma-tionaboutmanufacturingprocesses,suchassetuptimeordefaultscrappercentage.
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Project Management
Resources
Basic resourcesKeeptrackofresourcesandprices.Registerandsellresources,combinerelatedresourcesintooneresourcegroup,ortrackindividualresources.Divideresourcesintolaborandequipmentandallocateresourcestoaspecificjobinatimeschedule.
Capacity managementPlancapacityandsales,andmanageusagestatisticsandprofitabilityofresources.Createyourplaninacalendarsystemwiththerequiredlevelofdetailandfortheperiodoftimethatyouneed.Alsomonitorresourceusageandgetacompleteoverviewofyourcapacityforeachresourcewithinformationaboutavailabilityandplannedcostsonordersandquotes.
Multiple costsManagealternativecostsforresourcesandresourcegroups.Thecostscanbefixedorbasedonanadditionalpercentageoranadditionalfixedcharge.Defineasmanyworktypesasyouneed.
JobsKeeptrackofusageonjobsanddataforinvoicingthecustomer.Managebothfixed-pricejobsandtime-and-materialsjobs.You can also:•createaplanforajobwithmultipletasksandtaskgroupings.Eachtaskcanhaveabudgetandcanbedoneforwhateverperiodoftimeyouneed
•copyabudgetfromonejobtoanotherandsetupajob-specificpricelistforchargingofitems,resources,andgeneralledgeraccountexpensestothejob’scustomer
•viewsuggestedworkinprogressandrecognitionpostingsforajob
•planandinvoicethejobinacurrencyotherthanthelocalcurrencyusingjobstogetherwithmultiplecurrencies
•assignaspecificjobtoaspecificcustomerandinvoicethejobcompletelyorpartiallyusingjobs
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togetherwithsalesinvoicing•usethenewJobssetupwizardtosetupjobs,entertimesheets,andJobJournalsmoreeasily,andusetheupdatedProjectManagerrolecentertoquicklyaccesscommontasks,newcharts,andanewMyJobslist
•ontheJobCard,youcanseetasks,usethenewProjectManagerfield,andgetbettervisibilityintothecostsandbillingsforyourjobs
•anewJobQuotereportenablesyoutoquicklyemailacustomerthepriceforaproject
Time sheetTimeSheetisasimpleandflexiblesolutionfortimeregistrationwithmanagerapproval.TimeSheetprovidesintegrationtotheService,Jobs,andBasicResourcesmodules.
Sales, marketing, and service management
Sales and Marketing
Campaign managementOrganisecampaignsbasedonsegmentsofyourcontactsthatyoudefine.Definesegmentsbasedonspecificcriteria,suchassales,contactprofiles,andinteractions,andreuseexistingsegmentsorsegmentationcriteria.UsetheMergefeatureinWord(orsendotherfileformats)tocommunicatewiththecontactsinyoursegment.Tosendadoc-umenttopeopleofdifferentnationalitiesintheirnativelanguage,useCampaignManagementwithInteraction/DocumentManagement.
Relationship managementYoucanworkmoreeffectivelywithRelationshipManagementfromyourphone,takingadvantageofenhancementstotheSalesandRelationshipManagementRoleCenter.AsimplifiedCRMincludescontactmanagement,interactions,andsalesopportunities.Youcanalsouseimprovedinteractionsloggingfromyourphone,loggingemailmessagesusingOffice365.
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Contact classificationSortyourcontactsintocategories,andautomati-callyclassifyyourcustomersbasedoncriteriayouspecify.Forexample,youcanseetheprogramgroupcontactsintermsofrevenue.Usethisinformationtotargetcontactsforyourcampaigns.DivideyourcustomersintoABCsegmentsandevenusethismoduleforrating(assigntheweightsoftwoquestionstoidentifythevalueofathirdquestion).
Contact managementMaintainanoverviewofyourcontacts,andpersonaliseyourapproachtothem.Recordyourcontactinformationforallbusinessrelationships.ThismoduleistightlyintegratedwiththeSalesandReceivablesapplicationarea.You can also:•specifytheindividualpeoplerelatedtoeachcontact
•getanautomaticalertifyouentercontactinformationthatalreadyexistswiththeduplicatecheckfunction
•getapreciseviewofprospectsandcustomersbycategorizingyourcontactsbasedonprofilingquestions
•issuequotestoprospectsorcreatesales
documentsforspecificcontactsifyouhavesalesordermanagement
•useContactSynchronisationtointegrateyourcontactsfromMicrosoftDynamicsNAV2017withyourPeopleHubinOffice365orMicrosoftOutlook.
•keepyourcontactssynchronisedbetweenMicrosoftDynamicsNAV2017andOffice365orMicrosoftOutlook,andautomaticallyrunabackgroundsynchronizationatscheduledtimes.
Interaction /document managementRecordalltheinteractionsthatyouhavewithyourcontacts—forexample,telephonecalls,meetings,orletters.Attachdocumentstointeractions(Word,Excel,or.txtfiles).Youcanalsoautomaticallyrecordotherinteractions—forexample,allMicrosoftDynamicsNAVdocumentsthatyousendtoyourcontacts,suchassalesordersorquotes,canbeloggedandretrievedatalatertime.ByusingTAPI(TelephonyApplicationProgrammingInterface)complianttelecomdevices,youcancallacontactbyclickingabuttonontheelectroniccontactcard.
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Mail logging for Microsoft Exchange ServerLogallemailcorrespondence.LoginboundandoutboundemailmessagessentthroughMicrosoftDynamicsNAVorMicrosoftOutlook®,andsetuptheprogramtologautomaticallyormanuallyinMicrosoftDynamicsNAV.Thesolutionisserver-basedandrequiresMicrosoftExchangeServer(pleaserefertotheMicrosoftDynamicsNAVsoftwarerequirements)inorderforyoutokeepemailmessagesintheirnaturalenvironmenttoeaseadministration.
Opportunity managementKeeptrackofsalesopportunities.Sectionyoursalesprocessesintodifferentstages,andusethisinformationtogetanoverviewofandmanageyoursalesopportunities.
Outlook client integrationSynchroniseyourto-doitemsandyourcontactsinMicrosoftDynamicsNAVwithmeetings,tasks,andcontactsinOutlook.Create,update,cancel,anddeleteinoneprogramand,ataspecifictime,synchronisefromwithinOutlook.Youcanalso
customisesynchronisationbyaddingfieldsoraddingnewentitiestobesynchronised.
Task managementOrganisethetasksrelatedtoyoursalesandmarketingactivities.Createto-dolistsforyourselfandassigntaskstootherusersorteamsofusers.Automaticallycreaterecurringto-doitemsandactivitiesconsistingofseveralto-doitems.
Microsoft Dynamics CRM integrationEnablingintegrationbetweenMicrosoftDynamicsNAVandMicrosoftDynamicsCRMallowsforamoreefficientlead-to-cashprocessandenablesuserstomakemoreinformeddecisionswithoutswitchingproducts.Efficiencyisgainedbyensuringtightintegrationbetweenaccountsandcustomers,andaddingcross-productfeaturesforthelead-to-cashflow.Specifically, now it is possible to:1. coupleandsynchroniseCustomer,Contacts,
andotherdatabetweenthetwosystems2. createaMicrosoftDynamicsNAVpricelistin
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CRM3. viewMicrosoftDynamicsCRMopportunities/
quotes,andcasesfromwithinMicrosoftDynamicsNAV
4. vewMicrosoftDynamicsNAVcustomerstatisticsdatainMicrosoftDynamicsCRM.
5. navigatebetweenthetwosystems6. moveCRMsalesorderstoMicrosoftDynamics
NAVandupdatetheinformationinCRM
InNAV2017youcanuseanewwizardtoguideyouthroughthesetupprocess,whichenablesseamlesscouplingofMicrosoftDynamicsCRMrecordswithMicrosoftDynamicsNAV2017records.TheMicrosoftDynamicsNAVIntegrationSolutionontheCRMsideisautomaticallydeployedthroughthewizard.Youcanalsoworkwithpricesincurrenciesthatdifferfromthelocalcurrency,usingthecouplingoftheCustomerPriceGrouprecordinMicrosoftDynamicsNAVandthePriceListinMicrosoftDynamicsCRM.
Service Management
Planning and dispatchingAssignpersonneltoworkordersandlogdetailssuchasworkorderhandlingandworkorderstatus.Fordispatching,manageservicepersonnelandfieldtechnicianinformation,andfilteraccordingtoavailability,skills,andstockitems.Gainanover-viewofservicetaskprioritisation,serviceloads,andtaskescalations.
Service contract managementSetupanagreementwiththecustomerconcerningtheserviceleveltobedelivered.With this module, you can:•maintaininformationoncontracthistory,con-tractrenewal,andcontracttemplates
•managewarrantydetailsonserviceitemsandspareparts
•recorddetailsonservicelevels,responsetimes,anddiscountlevels,aswellasontheservicehistoryofeachcontract,includingusedserviceitemsandpartsandlaborhours
•measurecontractprofitability•generatecontractquotes
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ItisrecommendedthatyoualsousetheServiceOrderManagementandServiceItemManagementmodules.
Service item managementRecordandkeeptrackofallyourserviceitems,includingcontractinformation,componentmanagement,andBOMreferenceandwarrantyinformation.UsetheTrendscapeAnalysisfeaturetoviewkeyperformanceindicatorsontheserviceiteminagiventimeframe.
Service order managementRegisteryourafter-salesissuesincludingservicerequests,servicesdue,serviceorders,andrepairrequests.Servicerequestscanbeinitiatedbythecustomerorcreatedautomaticallyaccordingtothetermsinyourserviceagreement.Datacanbeenteredintheserviceordersbyacallcenteremployeeorbyyourrepairshop.Youcanalsousethismoduletoregisterimpromptuorone-offserviceorders.
Registerandmanageequipmentloanedtocustomers.GetacompletehistoryofyourserviceordersandserviceorderquotesthroughtheServiceOrderLog.
Service price managementSetup,maintain,andmonitoryourserviceprices.Setuppricegroupsbasedondifferentcriteria—suchastheserviceitem(orseveralitemgroups),theservicetaskinvolved,orthetypeoffault—foralimitedperiodoftime,orforaspecificcustomerorcurrency.Definepricecalculationstructuresthatincludeallparametersinvolvedinprovidingservice—forexample,thepartsused,thedifferentworktypes,andtheservicecharges.Thesystemautomaticallyassignsthecorrectpricestructuretotheserviceordersthatmatchtheservicepricegroupcriteria.Youcanalsoassignfixedprices,minimumprices,ormaximumpricestoservicepricegroupsandviewstatisticsabouttheprofitabilityofeachservicepricegroup.
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Workflow
GeneralModelreal-lifebusinessprocessessuchasbestpracticesorindustry-specificstandards.Forexample,ensureacustomer’screditlimithasbeenindependentlyverifiedorrequireatwo-personapprovalforasignificantvendorpayment.WorkflowsinMicrosoftDynamicsNAVfocusonthreemainbuildingblocksandworkflowprocesses,shortorlong,arelikelytobecomprised ofstepsrelatedtothesethreeblocks,whichare:
•Approval—leaveaworktask,item,ordocumentinablockedorunapprovedstateuntilapprovedbyasuitablepersoninyourorganisation.
•Notification—tellusersthatsomethinghashap-penedand/orthattheyneedtotakesomekindofaction.
•Processautomation—executeaprocessroutineandhavetheMicrosoftDynamicsNAVsystemcalculatesomethingorperformanaction.
Alongwithapproval,notification,andprocessautomation,workflowsineventsreacttorealparametersinyourbusiness.Workflowscanbetriggeredbycreditlimits,geographies,totals,
individualowners,oranyoneofhundredsofotherpotentialconditions.
Sales & marketingOutofthebox,DynamicsNAV2016supportssalesdocumentandcustomerapprovalworkflowsthatenableuserstosubmitsalesdocumentsandcustomerverification,forapprovalaccordingtoapredefinedhierarchyofapprovalmanagers.Theapprovalscanbedonewithaccountingmanageroranothersimilarsignificantroleinyourcompany.Inthisway,youcanhaveworkflowsthatneedapprovalwhensalesdiscountsexceedalimitandneedapprovalbysalesmanagers,oryoucanhavenotificationssenttoaccountmanagerswhennewcustomersarecreatedinaparticulargeography.
Purchase and integrationMicrosoftDynamicsNAV2016integrationwithOpticalCharacterRecognition(OCR)servicesandpurchaseworkflowsgohand-in-hand.Externalinvoicescanbereceived,processed,andgeneratepaymentlineswithworkflows.Atanystageausercanchangetheconditionsforautomaticallyprocessingandhavedocumentssent
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forapprovalbeforeprocessingiftheyexceedlimitsorsomeothercondition.
Workflow groups and features•Sales&purchasedocuments•Sales&marketing•Finance•Integrationworkflows•Administration•Jobqueuesupportforprocessautomation•EmailandMicrosoftDynamicsNAVnotesfornotifications
•Workflowdesigner
E-services
Electronic invoicingSendandreceiveelectronicinvoicesandcreditmemosaseitherfilesorusingadocumentexchangeservice.Out-of-the-box,thePEPPOLformatandthefreeTradeshiftdocumentexchangeservicearesupported,butthearchitectureallowsforaddingadditionalformatsordocumentexchangeservicesoftware(requirespartnercustomisation).Inaddition,anumberofstandardsusedinelectronicdocumentexchangearenowsupported,includingaGlobalLocationNumber(GLN)IDforcustomersandvendors,GlobalTradeItemNumber(GTIN)foritems,andinternationalcodesonunitsofmeasures,currencies,taxcodes,taxschemes,andcountries.
Furthermore,anewDocumentSendingProfileconceptaggregatesalltasksaroundsendingdocuments,beitbyemailmessage,print,orfileandenablesyoutosetuppreferredsendbehaviordefaultsforacustomerorvendor,oragroupofcustomers/vendors.
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Receivedelectronicdocumentsareintegratedintothedocumentmanagementfeatures,thatis,theyarestoredinIncomingDocuments,alongwithPDForscannedpaperinvoices,fromwhichtheusercancreatePurchaseInvoicesandPurchaseCreditMemos,orGeneralJournalLines,andaddtext-to-accountrulestoautomaticallydefaultaccountrulesbasedonthevendororlinedata.Errorsandwarningsinconnectionwiththeconversionareavailablefortheincomingdocument,andlinkstothedocumentenablesnavigationfromanycreateddocument,posteddocument,orledgerentryinMicrosoftDynamicsNAV.
UsingafreeTradeshiftaccount,documentscanbesenttoandreceivedfromotherpartiesontheTradeshiftnetwork,anddeliverystatusaswellasactivityloggingisavailableinsideMicrosoftDynamicsNAVforthedocumentexchangeserviceinteraction.
Workflowcanbeaddedtoautomaticallyprocessanyincomingelectronicdocument,forexample,fromcreatingthecorrespondingdraftpurchasedocumentinMicrosoftDynamicsNAVtopostingitandcreatingpaymentlinesdependingonworkflowconditions,suchaspervendorand/oramount.
Currency exchange ratesUpdatecurrencyexchangeratesusingthird-partywebservicesthatdeliverexchangeratesasXMLfilesorstreams.Updatescanbeperformedmanuallyorautomaticallyusingthejobqueuefunctionality.YahooandEuropeanCentralBank(ECB)currencyfeedsaresupportedoutofthebox,andothercurrencyservicescanbeaddedmappingthedatainthefeedintothecurrencyexchangeratessetup,ataskthatcanbedoneintheenduserclientwithoutdeveloperpermissions.
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Document Management
Incoming documentsScannedincomingpaperaswellaselectronicdocumentscanbestoredinMicrosoftDynamicsNAVinIncomingDocuments.Fromhere,theycanbefurtherprocessedintodocumentsinMicrosoftDynamicsNAV.Linkstotheincomingdocumentallownavigationfromanycreateddocument,posteddocument,orfinancialtransactionledgerentryinMicrosoftDynamicsNAV.
Fromtheselocations,thelinkedoriginaldocument(s)isaccessibleforviewing.Itisalsopossibletofindledgerentriesthatdonothaveanattachedincomingdocument,andattachanincomingdocumententrymanually.
Paperdocumentscanbescannedandaddedman-uallytotheincomingdocuments,orcapturedusingaphoneortabletwiththeMicrosoftDynamicsNAVappor,forexample,OfficeLens.
Optical character recognition (OCR)OCRintegrationenablesyoutoextractunstructuredPDFsorscannedinvoicesorcreditmemosintostructureddata,allowingfurtherautomaticprocessingsimilartoelectronicdocu-ments.
Addtext-to-accountrulestoautomaticallydefaultaccountrulesbasedonthevendor.Out-of-the-box,theLexmarkInvoiceCaptureServiceforMicrosoftDynamicsNAVissupported,butthearchitectureallowsforuseofadifferentOCRserviceorexternalsoftware(requirespartnercustomisation).WiththeLexmarkInvoiceCaptureServiceintegration,headerandtotalinformationcanbeextracted.DocumentscanalsobeforwardeddirectlytotheOCRserviceusingemailmessages.TouseLexmarkInvoiceCaptureServiceforMicrosoftDynamicsNAV,anaccountmustbecreatedatLexmarkInvoiceCaptureServiceandafreeSKUwillbeavailable.
IncomingdocumentscanbesenttoandreceivedfromOCRmanually,aswellasautomaticallyusingajobqueue.
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Incoming document workflowAdd workflows to automatically process any incoming electronic document, e.g:
•sendandreceivedocumentsto/fromOCRautomatically
•createdraftpurchasedocumentinDynamicsNAV•postdraftdocument•createpaymentlinesforposteddocumentsWorkflowconditionscanbedefinedbytheusertocontrolflowbasedonvendororamount.
Reporting
Document reportingAusercanuseMicrosoftWordasalayoutandeditingoptionforanydocumentreport.Asinglereportcanbedifferentlayouts,eitherRDLC,Wordorboth.Enduserscanmodifytheirowndocumentreportsandcontrolwhichlayoutistheactiveoneforagivenreport.
Report schedulingUserscanscheduleanyreporttorunatagivenpointintime–eitherasreoccurringoronetime–andbebundledintoanInboxontheRoleCenter.
Reporting data setupWehaveintroducedanewfeaturecalledReportingDataSetup,whichenablesuserstoeasilycreateinsightfulreportingdatasetswithoutrequiringthemtohavein-depthSQLknowledge:
•existinglistpagesmaybeusedasadatasource•existingqueriesmaybeusedasadatasource•enablesuserstochoosethefieldsfromthedatasourcetheywantinthedataset
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•enablesuserstoplacefiltersonthedatathat.appearsinthedataset
•SQLknowledgeisnotrequiredtocreatedatasets
Jet Reports Express for Dynamics NAVThisMicrosoftExceladd-inwithMicrosoftDynamicsNAV-givesusersasimplewaytocreatebasicreportsandbusinessqueriesinsideExcel.ItcomeswithspecificcorefeaturesliketheTableBuilder,GLreportingandmore.ItalsoincludesasetofkeyreportsforExcelusers.PleasegotoCustomerSourcetolearnmore.Otherreportingcomponentswillhavebeendescribedwithinitsdesignatedfeatureareas.
Power BI content packConnecttoyourMicrosoftDynamicsNAV2016instanceandPowerBI.comandimmediatelygetaccesstoabusinessperformancedashboardwithinsightsintoyourbusiness.
ThenewPowerBI.comContentPackforMicrosoftDynamicsNAVisdesignedspecificallyforSMBowners,managers,andexecutivesandprovides
detailsaboutcustomers,sales,andfinance.Thedashboardandreportsarebuiltontopofafullyfeaturedmodel,allowingyoutoexploreandanalyseyourdataasyouneed.Automaticrefreshwillensureyou’realwaysseeingthelatestdata.
Embedded Power BIYoucanuseembeddedPowerBItoeasilycreateinsightfulchartsandreportsusingPowerBI,andmakethemavailablewithinyourMicrosoftDynamicsNAV2017rolecenter.
LeveragetheMicrosoftDynamicsNAV2017PowerBIContentPacktogetstarted,andutiliseexistingPowerBIsecuritytomanagereports.
Human Resource Management
Basic human resourcesEfficientlymanageyourcompany’shumanresources.Groupandtrackrelevantemployeeinformationandorganiseemployeedataaccordingtodifferenttypesofinformation,suchasexperience,skills,education,training,andunion
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membership.Storepersonalinformation,trackjobopeningsinyourorganisation,andextractalistofcandidatesforthesepositions.Keeptrackofbene-fitsandcompanyitemssuchaskeys,creditcards,computers,andcars.Easilyrecordalltypesofabsencesinunitsofmeasurethatyoudefine,andattachalternativeaddressesandrelatives’namestoemployees.
Clients and usabilityMicrosoftDynamicsNAVcanbedeployedon-premiseorinthecloudandcustomerscanaccesstheirsolutionthroughrole-basedinterfacesontheirdesktop,inabrowser,orwithanativemobileapponatabletormobiledevice.WithMicrosoftDynamicsNAVyoucandomoreonthego,intheoffice,orathomewithdifferentclientopportunities.
Windows clientMicrosoftDynamicsNAVWindowsclient,wherethestartingpointistheRoleCenter.TheRoleCentercanbecustomisedtousersindividualneedsbasedontheirrole,company,anddailytasksandisalsopresentinanyoftheotherclienttypesbelow.
Web clientWiththeMicrosoftDynamicsNAVwindowsclient,supportstheMicrosoftDynamicsNAVfeaturesastheMicrosoftDynamicsNAVwindowsclient.TheMicrosoftDynamicsNAVWebclientgivesusersaccesstoMicrosoftDynamicsNAVdataoveranetwork,suchastheInternet.BeingbrowserbasedtheusercanaccessNAVfromanywherewithnoclientinstallation.
Tablet clientMicrosoftDynamicsNAVtabletclientistargetedatusersinsmallandmediumsizedbusinessesthatwanttoaccessdatafromatablet.Someoftheadvantagesofofferingtabletsolutionsareportabilityandflexibility,whentheusersisawayfromthedesk,onthetrainetc.
Mobile clientMicrosoftDynamicsNAVMobileclientisMicrosoftDynamicsNAVforiOS,Android,andWindows.Ac-cessallyourdatabyconnectingtoyourMicrosoftDynamicsNAV2016serverfromyoursmartphonewiththefamiliar,role-tailoredexperienceandfunc-tionalityonyourmobiledevice.
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Capability
SharePoint clientTheMicrosoftDynamicsNAVSharePointclientenablesyoutointeractwithMicrosoftDynamicsNAVdatafromaMicrosoftSharePointwebsite—SharePointOnlineorSharePointOn-premise.UserscancombineMicrosoftDynamicsNAVfunctionalitywiththatofMicrosoftSharePointtocreatecollab-orativeworkspacesandsharedataandinsightwith morepeoplewithinthecompany.
Languages
Multiple document languagesSetupalternativedescriptionsofyourinventoryitemsandprintreportsinmultiplelanguages(forexample,youcanmakeinvoicesinthereceiver’slanguage).Descriptionscanbelinkedtoindividualcustomers,whichisespeciallyusefulforsalestoforeigncountries.Itcan,however,beusefultocustomisetheitemdescriptionsevenfordomesticcustomers.Thealternativeitemdescriptionsareautomaticallyse-lected.Tousethemultiplelanguagefeatures,thetextsforthealternativelanguagesmustbeinsert-edintherelevantapplicationobjects.
Multiple languagesSwitchlanguagesontheclientinrealtime,provid-edthatthelanguageisavailableintheprogram.Thelanguagemodulecanbeusedtorunmultilan-guagefunctionality.IMPORTANT:Users can use this language module only if the personal license file contains the objects for the specific language.
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Eachlanguagemodulecoversthefunctionalityforonlyonespecificlanguage.Forexample,theDanishlanguagemodulecontainsallDanishstringsforDanishfunctionality.ItdoesnotcontainDanishstringsforFrenchorotherlanguagefunctionality.
Configuration and Development
Application builder (a la carte)Changethebusinessrulesandspecialcalculationsthatworkbehindthescenes.BusinessrulesandspecialcalculationsaredefinedinC/AL(theC/SIDEapplicationlanguage).AlthoughthisgranuleincludesaccesstoC/AL,itdoesnotpermitaccesstoexistingC/ALcodethatupdateswrite-protectedtables(forexample,postings).WithApplicationBuilder,youcancreateentirelynewareasoffunctionalityforyourapplication,enablingyoutotailorMicrosoftDynamicsNAVtofityourentireorganisation.Italsoenablesyoutocreate100codeunitobjects(numberedfrom50,000to50,099).YoucanalsotakeadvantageofthefunctionalityincludedfordevelopersintheNav-igationPaneDesigner(forexample,creatingnewmenuitems).
Page designerChangeexistingpages(windowsdisplayedonthescreenfordataentryandinquiry),anditena-blesyoutocreate100pageobjects(includedandnumberedfrom50,000to50,099).ThePageDesigneralsoenablesyoutousetheNavigationPaneDesigner.Thismeans,forexample,thatyoucancreatenewmenuitems.ThismoduledoesnotincludeaccesstoC/ALfrompages.
Report designerChangeexistingreportsandcreate100newreportobjects(numberedfrom50,000to50,099).This-moduleprovidesaccesstoC/AL(theC/SIDEap-plicationlanguage)fromreportsusedfordefiningspecialcalculationsandbusinessrules.Createnewreportsfromscratchorcopyanexistingreporttouseasastartingpoint.EveryreportinMicrosoftDynamicsNAViscreatedusingthistoolandcanthereforebeeasilycustomised.YouwillneedtheMicrosoftVisualStudioReportDesigner2010todesignthelayoutofareportinthedevelopmentenvironment.MicrosoftVisualStudioReportDesignercomeswithMicrosoftVisualStudio2010SP1Professional,Premium,orUltimate.
Thismoduleenablesyoutotakeadvantageofthe
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functionalityincludedfordevelopersintheNavi-gationPaneDesigner(forexample,creatingnewmenuitems).
Solution developer (a la carte)Changethebusinessrulesandspecialcalculationsthatworkbehindthescenes.BusinessrulesandspecialcalculationsaredefinedinC/AL(theC/SIDEapplicationlanguage).Thismoduleprovidesaccesstocodethatupdateswrite-protectedtablestotheMergeandUpgradeTools.
You can also:•changeorcreateanyobjecttype•usethemenuoptionsTranslate/ExportandTranslate/ImportintheObjectDesigner
(TheseoptionsarenotavailablewiththeApplicationBuildermodule).
Table designerChangeexistingtabledefinitionsandcreatetennewtables(numberedfrom50,000to50,009).Youcanchangepropertiesonfields,suchasthefieldname,decimalplaces,andmaximumvalue,addnewfieldstoexistingtables,andcreatenewtables
tostoredataspecifictoyourbusiness.CreatekeysforsortinginformationandchangeorcreatenewFlowFieldsandFlowFiltersfor“slicinganddicing”informationinnewways.ThismoduledoesnotincludeaccesstoC/ALfromtables.
XMLports (100)CreateneworchangeexistingXMLportobjects.XMLportDesignerprovidesaccesstoC/AL(theC/SIDEapplicationlanguage)fromXMLportsusedfordefiningspecialcalculationsandbusinessrules.EveryXMLportobjectinMicrosoftDynamicsNAViscreatedusingthistoolandcanthereforebecustomisedeasily.Thismoduleenablesyoutocreate100newXMLportobjects(numberedfrom50,000to50,099)andtotakeadvantageofthefunctionalityincludedfordevelopersintheNavigationPaneDesigner(forexample,creatingnewmenuitems).
Query designerTheQueryDesignerprovidestheabilitytomodifyexistingqueriesintheapplication,aswellascreateupto100newqueries.TheQueryDesigneristhemaintoolforcreatingobjectsofthetypeQuery.Queryobjectsretrievesubsetsofdata
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spreadacrossthedatabaseandaredatapumpsforvariousplaceswithintheapplicationsuchaschartsandbusinesslogic.
Application Objects
Codeunits (100)TenCodeunitsareincludedintheStarterPackandtenmoreareincludedintheExtendedPack.Additionalgroupsof100areavailableintheCustomisationsuite.
Reports (100)Additionalgroupsof100areavailableintheCustomisationsuite.
Tables (10)TentablesareincludedwiththeExtendedPack.AdditionalgroupsoftenareavailableintheCustomisationsuite.
XMLports (100)100XMLportsareincludedwiththeExtendedPack.Additionalgroupsof100areavailableinthe
Customisationsuite.
Queries (100)Additionalgroupsof100areavailableintheCustomisationsuite.
Pages (100)100PagesareincludedwiththeExtendedPack.Additionalgroupsof100areavailableintheCustomisationsuite.
Other
Extended textSetupanunlimitednumberoflinestodescribeinventoryitems,resources,andgeneralledgeraccounts.Youcansetupextendedtextsothatanadditionaldescriptioniscopiedautomaticallyontosalesorpurchasedocumentswhenlinesareentered.Thedescriptioncanalsobemadedate-sensitivetoallowforspecialmessagesforaspecificperiod—forexample,tocommunicatecertainpromotionalofferingsorcertainwarrantyconditions.
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Youcanalsospecifyextendedtextforvariouslanguages.
IntrastatAutomaticallyretrievethenecessarydatatoreportIntrastatinformationtostatisticsauthorities.Localcustomsauthoritiescaninformyouwhetheryourcompanyisobligatedtofilesuchareport.
Job queueAutomateserviceorscheduletasks.Forexample,youcanautomaticallygenerateservicecontractrenewalsorservicecontractinvoices.
Youcansetuptheprogramtoautomaticallycheckwhetherthereareanybatchestobeprocessedonaspecificdate.
Reason codesDefineasetofreasoncodesthatcanbeassignedtoindividualtransactionsthroughoutthesystem.Thisprovidesadditionaluser-definedaudittrailsthatcomplementtheinformationalreadyprovidedbysystemassignedaudittrailsandpostingdescrip-tions.Definereasoncodesonjournalsaswellasonsalesandpurchaseheaders.Forexample,use
reasoncodestomarkallledgerentriesmadeinconnectionwiththeclosingofthefiscalyear.
Subsidiary (Unlimited)ForPerpetualLicensestheSoftwareLicenseTerms(SLT)permitqualifiedaffiliatesofthelicensingcompanytograntsystemsaccesstoemployeesofthoseaffiliates,makingsubsidiarylicensingredundant.PleaserefertotheSLTforfulldetails.
Unlimited companiesProvidecompetitivepricingifyourbusinessneedsmorethanonecompany.
User IDs and passwordsCreateuserIDsandpasswordstolimitaccesstotheinformationinMicrosoftDynamicsNAVtoselectedindividuals.Controlaccesstothesolutionandgivealldesignatedusersfullpermissions.
ThesesecurityfeaturesareafunctionoftheMicrosoftDynamicsNAVdatabase.
ThisfeaturecanbeusedaloneorincombinationwiththePermissionsfeatures.
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Contactus:T:08442642222|E:[email protected]|W:www.acoranav.com
Capability
Simplified setupYoucanusetheassistedsetupfeaturetoguideyouthroughsetupscenarios,simplifyingandstreamlin-ingthesetupofselectedareas.Forexample,youcan:
•launchtheapplicationwithaslittleuserinterac-tionaspossible
•useapredefinedsetofdatatoquicklysetupmainfeatures
•usethenewAssistedCompanySetupwizardtoenhancefirst-timeexperiences
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