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Enabling Business Focus Through
Microsoft Dynamics NAV For Rental Industry
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Looking for Better Yield Management Out of your Rental Business?
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Microsoft Dynamics NAV Enables you to achieve IT !!
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Microsoft Dynamics NAV™
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Technology Overview
ExternalApplications
Customersand Business
Partners
Employees
ApplicationServer
GUI (Microsoft Windows®)
CommercePortal
Comm
erce
Gatew
ay (B
2B)
Country-specific Objects
Customer-specific Objects
Worldwide Generic Objects
Rental Industry Objects
Integrated Development Environment
Microsoft SQLServer™ 2000
Microsoft Dynamics NAV Database Server
Database
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Link People, Processes, and Information
EmployeesCollaboration, labor tracking,
human resources management
Partners
Cost control, process integration,project management, inventory and
order management, regulatory compliance
Service ProvidersIntegration, installation,
training, warranties, after-sales components
Operations
CustomersCRM, orders,
delivery, service support
Profit visibility, improvement insight,
strategic decision-making
Management
Concurrent engineering,collaborative development,
replenishment, process integration, logistics
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Microsoft Dynamics Nav -Value Proposition
• Business Insight for Rapid & Better Business Decision• Enable more productive People and Process• Respond to changing business needs• Promote IT Agility • Integrate People , Process and Information Across
Organization• Establish Innovative Integration
– Integration with Retail Solution– Integration with MS Office – Web Interface for Branches
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Dashboard gives a snapshot of important metrics, which a business executive can use to manage the business better.
Dashboard
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• Rental Business
• Maintenance Management
Solution for Each Business Process
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Define Assets, Resource, BOQ,
customer
Creation Rental Job Order, Define Budget cost and
price
HelpDesk
Rental Job Usage
Calculation
Sales Invoice Creation
Receipts from Customer
Resource Status
Rental Business
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Rentable Asset Creation
All equipments to be rented, should be defined as Fixed Assets; The asset category will be linked to the Resources definition, for scheduling, tracking etc. through Help-Desk functionality.
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Resource Master Card for Machine contains the details about the Rental asset unit , Unit of Measurement for Rental Job and the cost & Price per Unit of Measurement. (for eg. Hourly, daily, monthly basis etc)
Resource Master (Machine)
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Resource Master Card for Person contains the details about the Resource name , Unit of Measurement for Rental Job and the cost & Price per Unit of Measurement. Also we can see the Capacity and available capacity of the resource.
Resource Master (Person)
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Resource Pricing for multiple Jobs
For a specific Job and for a specific period, pricing for resource can be setup.
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Rental BOQ
Rental BOQ contents about the resources of both machine and labour quantity and cost details for the defined unit of measurement
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Customer Master
In this card we can create the customer account with all the details of the customer. Also we can define the credit limit , payment terms, shipping details for this customer
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Rental Job Card Creation
You can define Rental Job Details , customer information in this form.
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Rental Job Task Lines
Define Rental Job Task Lines and attach the Rental BOQ for each task lines with planned and actual dates with duration of the rental period to arrive at the Estimated cost and price.
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Define the budget (Edit Planning Lines)
We can define the Rental Job estimated cost and price in this form.
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Day Closing
Help Desk
Help Desk users can use this form to schedule the particular equipment for the confirmed rental order.
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Day Closing
Rental Job Journal Posting
In Rental Job journal we entered the actual usage of the Resources. It will automatically post the cost and price in the usage.
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Day Closing
Rental Job Journal Periodic Activities
Once the rental job usage posted we have to run the periodic activities. Periodic activities will do the convertion of Usage Cost into General Ledger Account. Once It is converted into G/L account, then only the sales invoice/ Rental Invoice can be generated.
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Day Closing
Rental Job Journal Periodic Activities
Once the periodic activities done we have to create sales invoice for the rental services completed period
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Day Closing
Sales Invoice Creation
Sales Invoice Created after the periodic activities
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Receipt from Customer
Payment against invoices received from customers can be recorded here.
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Posting the Receipts
Payment against invoices received from customers can be recorded here.
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Asset / Resource Calender
In this screen we can know the status of the resource availability for rent and next available date.
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Define Equipment,
Spares
Define PM Job Entries
PM Job scheduling
Break Down Call Logging
Work Order
Work order execution
Equipment History
Maintenance Mgmt – Process Flow
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Define all equipments (assets) in this equipment master.
Equipment Master
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Define all spares required for the equipment .
Equipment Master with Spares
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Define periodic mtce. Activities per equipment – periodicity, activity, resource reqd. etc.
PM Jobs Definition
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You can view all PM jobs scheduled for a day / week or a month etc.
PM Job Scheduling
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When an equipment breaks down, calls are logged.
Break-Down Call Logging
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When an equipment breaks down, calls are logged.
Break-Down Call Logging
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Raise a work order; assign to a technician etc.
Work Order
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Enter actual spares consumed, resources utilized etc.
Work Order Execution
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Equipment history shows PM, Break down jobs done over a period of time.
Equipment History
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Several reports available in maintenance management add-on module.
Reports
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Preventive Maintenance Schedule Day wise for a month for all machines.
Reports
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Preventive Maintenance cost machine wise.
Reports
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Machine Maintenance History.
Reports
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Better business insight
• Gain real-time access to a common set of accurate business information, and help your business operate more efficiently.
• Deliver the critical information needed by executives and staff for effective decision-making.
• Better analyze project or contract profitability.• Give employees quick insight into predefined views of data
tailored to their roles.
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Increased people & processes Efficiency
• Connect your people to the right process and to each other.• Improve communication and collaboration, and discover
better ways to work together, regardless of location. • Automate common tasks, and provide role-based access to
information.• Enable employees to work with tools they already know and
understand, like Microsoft Office Outlook and Office Excel.
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Respond To Changing Business Needs
• Take advantage of out-of-the-box Web services and connectors to add new functionality as needed.
• Quickly incorporate business logic for automated functions using a built-in programmatic interface.
• Develop additional, highly customized functionality using familiar development tools to take your ERP solution even further.
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About CETAS
CETAS is a Team Of Seasoned IT Professionals with a 100 Plus Years of total experience in the Enterprise Application Space ..
• We Offer …. – Enterprise Application Consulting Services– Product Engineering Services– Application Development Services– Application Maintenance & Migration Services
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Thank You
Cetas Information Technology Pvt. LtdPhase 2, Plot No 21,22 Wood Creek County
St. Thomas Mount, Chennai -600 016 www.Cetastech.com
Enquires : [email protected]