Overview of the Vox Vertical Accelerator – Jan. 2017

Vox Vertical Accelerator helps organizations implement integrated solutions more quickly based on common industry configuration decisions. They are designed to deliver core industry application processes, reduce implementation times, costs and risks, for customers in specific vertical industries

The enhancements are broken down into these 4 categories

1. Configuration WorkI. Data Entry for typical Canadian Mfg./DistributionII. Data Migration ToolsIII. Screen ChangesIV. SecurityV. Report Form ChangesVI. SOP’s, Videos

2. Management ReportsI. SSRS ReportsII. BI/SQL Views

3. Web Service Applications (Time Entry, graphical scheduling)4. Usability enhancements to base functionality that every Distributor wants.

Software Bill of Material

Vox Accelerators

Sales Quote 50014

Sales Order Acknowledgement 50013

Sales Invoice 50012

Sales Shipment (Pack List) 50015

Sales Credit memo 50011

Sales Proforma Invoice 50021

Shipping Label 50030

Bill of Lading (Shipping) 50005

Purchase Quote 50019

Purchase Order 50018

Purchase Credit memo 50016

Purchase Invoice 50017

Receiving Label50028, 50029

Service Dispatch Pack List 50000

Production Order (Job Card) 50040

Archive Sales Quote 50025

Archive Sales Order 50026

Archive Purchase Quote 50027

Archive Purchase Order 50026

Financial statement: monthly Balance Sheet

Financial statement: monthly Income Statement

LTR Reports - needs transactions from LTREmployee - Labels barcode 50048

Employee Atendance Report 50049

Employee Summarized Hours 50050

Employee Roll Call 50059

Vox Employee Statistics Report 50055

Vox Work Order Statistics 50056

Vox Indirect Tasks Summary 50057

Vox Work Center Stat 50058

Vox Offsite Task Summary 50061

Vox Indirect Tasks Detailed 50062

Vox Offsite Task Detailed 50063

Vox Indirect Task Bar Code 50064

Vox Offsite Task Bar Code 50065

Vox Work Centre Bar Code 50066

Vox Grace time Report 50067

Processing Reports

Import Job Planning Lines 50003

Import Job Tasks 50004

Import Prod Order components 50022

Job Shipping - resources

Customization

Purchase to Prod Order

Over Receive

Order 'On Hold'

Long Description (Items)

Long Description (Resources)

Item SpecificationsProduction Order: change status of Operations (closed - reopen)

Production Order: copy existing order to new

Production Order: report partial completion

Accept Action messages on Planning WorksheetReleased Production Orders (9326) - change status on multiple orders selectedFirm Planned Prod. Orders (9325) - change status on multiple as selected

Production Order Sequencer

Lists

Sales Order: Line List 50030

Posted Invoices: Line list 50031

Posted Shipments: Line List 50032

Purchase Order:Line List 50033

Posted Receipt: Line List 50034

Posted Purchase Invoice: Line List 50035

Flow Fields

Vendor Name on Payment Journal (page 256)

Vendor/Customer Name on GL Entry (page 20)

Extensions

Container function

Quality Measures

Auto-assign Lot numbers

Auto-select Bins/Lots

Labour Reporting

Starter Database and Standard Forms

Pre-configured – Starter Database- Taxes- Currencies- Provinces- Countries- Posting Groups

Forms- 8 Standard Forms (order

acknowledgement, purchase order, invoice, quote, purchase order, cheque, pack list)

Optimized Screens and Enhanced Security Roles

Streamline/Optimized Screens and Workflow- Sales Quote- Sales Order- Purchase Order- Warehouse Receipt- Warehouse Shipment- Sales Invoice- Production Order

Enhanced Security Roles- Manufacturing- Accounting light/heavy (AR/AP)- Purchasing light/heavy- Supply Chain

Jet Express (Excel and Word)

• Jet Reports Excel• Jet Reports Word• Zetadocs

These solutions are free from Microsoft but require installation

3 Easy Ways to Collect Shop Floor Data in 2016

Barcoding wedge 2D scanners - GO PAPERLESS and recycle your old PC’s with USB or wireless plug and play devices

2D Wireless Handheld Devices - GO PAPERLESS enter data directly from device (i.e. phone/tablets) anywhere on the shop floor

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Paperless Time Entry- Enter data using keyboard and mouse or touch screen drop down intuitive menus from your desktop and GO PAPERLESS.

Shop Floor Data Collection with Time and Attendance

What is the benefit of real-time reporting

Process Improvement- Analysis of the data allows you to make dramatic and continuous improvements (better costing, better quoting, improve utilization, training, etc.)

Rectify issues quickly- When issues ore problems arise, you will be notified and can quickly fix the problem while is it still relevant, not the end of the month

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Capture Accurate Data- Real-time data allows you to identify what is going well and what could be improved, changed and rectified.

Time & Attendance – Shifts, Breaks, Grace Periods

1. Setup the Shift, Shift Period and Rotation

2. Setup the standard clock in and out periods and whether breaks are paid or require clock in/out

3. Setup the grace periods at the beginning and end of the shift to allow for rounding up or down.

4. Configurable rules for paying your staff.

Export to Payroll

Payroll1) Connected to ADP and Ceridian at no

charge2) Connected to PayMate – integrated

to NAV

Paperless data collection

Collection Methods1. Touch Screen2. Manual Entry3. Look ups4. Barcode

Employee Labour Tracking

Employee Labour Tracking (NAV does not have this out of the box)

Multiple Machine reporting (pro-rating hours) – like Visual Mfg.

Un-manned or lights out machine reporting

Manufacturing Operational Reports

Manufacturing SSRS Reports 60+ - Employee Roll-call- Employee Statistic- Up-time/down-time- Indirect Statistics- Work Center Efficiency/Utilization- Shipping Performance- Vendor Performance- Shipping Availability- Production Availability- Job Costing 3 levels- Inventory Inquiry- Invoice Inquiry- Order inquiry- AR- AP- Job Status 2 levels- Dispatch/Schedule- Purchase Order Advice- Flash Report (multi-department)- Received not invoiced

Business Intelligence

112 Sql Views powering 5 Business Intelligence Cubes – Sales, Finance, Job Costing, Supply Chain, Manufacturing

Drag and Drop Scheduling

Graphical Scheduling Boards

Sequencer Logic for Scheduling

Sequencer logic added for forward scheduling logic (similar to Visual)

Drag and Drop Scheduling for Tablet

Drag and Drop Dispatch List App

Okuma Kuraki Puma Mazak

Status Changes

Ability to change the status from Finished back to In-progress

Labels

Labels for inbound and outbound shipments:

Receiving labels: originating in the Purchase Receipt process can be printed on standard ¼ page labels using a standard printer – we suggest ‘red labels’ for product that requires inspection and ‘green labels’ for product that is released to production. Shipping labels: originating in the Shipping process can be printed on a standard office printer – often we find that certain customers have special requirements whereas other customers would use your default label – we have the ability to print several formats.

Import BOM

Importing data from CAD:Production Bill of Material upload: we have the ability to upload your CAD parts list into NAV’s production bill of material. This feature uses Excel and uploads to NAV’s built-in edits to ensuring data is clean.

Movement App

Item Movement App > Scans product barcodes to move (ie. Truck Inventory)

Long Descriptions and Specifications

Long Descriptions and specifications: when standard NAV descriptions of 50 characters are just not enough. We have developed functions that manufacturing companies need to communicate with customers, suppliers and manufacturing floor; these include:

Item Long Description: a feature which allows a 250 character description of Items that can be optionally printed on ‘outward facing reports’ such as Order Acknowledgements, Packing Lists, Invoices, Purchase Orders. The Long description automatically truncates to the first 50 characters and populates NAV’s standard Item description and is used system wide in a plethora of reports.Resource Long Description: a similar feature to the Item Long Description for a better definition of the ResourcesSales [Item] Specification: a very large description that is associated to Sales items and can be optionally printed on Sales documents – this feature is used to detail sales related information about the Item, examples: features list, safety requirements, limits and exclusions,… The feature uses most Word functions and can be pasted into.Purchasing [Item] Specification: similar to Sales Specifications except that it is associated to Purchased items and can be optionally printed on Purchase documents – this feature is used to detail purchase information to your suppliers, examples: tolerances, ‘must-haves’, packaging, …Manufacturing [Item] Specification: similar to Sales and Purchasing Specification except they are intended for Manufacturing use – usually used for handling, special characteristics, safety documentation.

Direct Purchase/Quote to Production Order

Purchase Items to a Production Order directly: from the Production Order we can create a Purchase Order that can be actioned and received into inventory. Bypasses the need for the material planning processes.

Work Order Traveller

Work Order Traveller similar to Visual Mfg. – 1 page with both materials and labor – separate page breaks for each sub-assembly

Bulk Accept Messages in Planning Worksheets

Accept Action messages on Planning Worksheet: standard NAV requires a checkbox to accept a suggested action (Production Order, Purchase Order, Transfer Order) and in a normal Manufacturing plant this could be a very long list. We have developed functionality to ‘filter’ on specific attributes and with a ‘click’ you can select or deselect the Action messages.

Bulk status changes on production orders

Change status on selected Production Orders: standard NAV requires that you ‘change status’ on Orders one-at-a-time, this can be a very long list and a very tedious task. We have developed functionality to change status on either a ‘filtered list’ or a ‘selected list’.

What’s Included with our Solution

Sales Order ‘On Hold’: we have developed functionality that can place a Sales Order ‘on hold’ while administration takes its’ course. An order ‘on hold’ cannot be shipped; however cash receipts can still be recorded on the customer and other orders can be shipped to same customer. Examples: weather sensitive shipments can be placed on hold until a favourable forecast is in sight, entry papers not in place, requires special handling equipment, ….

Over/Under Receive and Ship

Over/under receive Purchase Orders: we have developed functionality that permits over or under receiving a PO. The function records the original Purchase quantity and uses ‘actual’ received as the inventory update. Metrics can be developed to rank vendor by their ability to deliver as ordered.

Copy Production Order

Production Order copy: standard NAV does not have a ‘copy feature’ for Production Orders – we created a function.

Partial Completion Reporting

Reporting partial completion: this feature triggers consumption based on a partial receipt.

Search Lists

Transaction Lists: the era of reports is quickly disappearing, a well filtered list can be the equivalent of many ‘hard coded’ reports replacing the need for formal reports with lists that can interrogated or exported to Excel or Word. We have added several transactional lists which are viewable, filterable, exportable and up-to-date. Included in our additional lists are:

Sales Order LinesPosted Sales Invoice LinesPosted Sales Shipment LinesPurchase Order LinesPosted Purchase Receipt LinesPosted Purchase Invoice Lines

Flow Field Improvements

Improved references on table views: we have added detail to several table views are not exposed in standard NAV. These data use the concept of ‘flow fields’ which really means the information we are associating is contained in another table which would normally not be accessible in the same view, for instance an account reference would typically be related to a Vendor No or Customer No and to find out the name you would have to go to another view – we have made the link for you. We have added this feature to many views. examples include:

Vendor name on accounting transactions (payment journal)Vendor or customer name on general ledger transactions

Vendor Name

CRM Project Module

Bill in Foreign Currency but Cost in Canadian on Jobs

Pre-configured Data Migration Packages/Spreadsheets

SOP’s and Videos

Vox ISM provides your company with 89 standard operating procedures written in an ISO 9001 format

Vox ISM provides reference guides and recommendations to the best customer source courses provided by Microsoft

Vox ISM provides your company with quick links to the best YouTube videos on the internet

Implementation/Customer Service Portal

Vox ISM is excited to have rolled out its second generation Customer Portal. Our Portal is a web-based extranet designed to give our customers real-time, mobile, secure access into their project. Within the Portal, customers can create their own project related cases/issues, review their implementation schedules and milestones, and request immediate help. The Vox ISM Portal delivers project control and convenience to each of our customers’ desktops or mobile devices.