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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Capability
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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