Microsoft Dynamics NAV · Software Microsoft Dynamics NAV A proven solution for your business....

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

starterpack extendedpack

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


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)


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


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


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.


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


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


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


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


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.


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

.


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.


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.


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.


Capability

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


Capability

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


Capability

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.


Capability

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.


Capability

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.


Capability

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


Capability

itemsareregisteredasnonstockitemsbutotherwisearetreatedlikeanyotheritem.

PickEnablewarehouseworkerstocreateapickfromthereleasedorder.Pickismanagedfromaseparateuserinterfacewhenshippingitemsinanorder-by-orderenvironment.

Put awayEnablewarehouseworkerstocreateaputawayfromthereleasedorder.PutAwayismanagedfromaseparateuserinterfacewhenreceivingitemsinanorder-by-orderenvironment.

Standard cost worksheetEfficientlyreviewandupdatestandardcostswiththisworksheet.TheStandardCostWorksheetprovidesacompany’scontrollerswithareliableandefficientwaytomaintainaccurateandup-to-dateinventorycosts.Workwithstandard


Capability

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.


Capability

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.


Capability

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


Capability

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.


Capability

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


Capability

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.


Capability

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.


Capability

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


Capability

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


Capability

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.


Capability

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


Capability

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.


Capability

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.


Capability

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.


Capability

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


Capability

•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


Capability

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.


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.


Capability

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


Capability

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


Capability

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.


Capability

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.


Contactus:T:08442642222|E:[email protected]|W:www.acoranav.com

Capability

Simplified setupYoucanusetheassistedsetupfeaturetoguideyouthroughsetupscenarios,simplifyingandstreamlin-ingthesetupofselectedareas.Forexample,youcan:

•launchtheapplicationwithaslittleuserinterac-tionaspossible

•useapredefinedsetofdatatoquicklysetupmainfeatures

•usethenewAssistedCompanySetupwizardtoenhancefirst-timeexperiences


Microsoft Dynamics NAV · Software Microsoft Dynamics NAV A proven solution for your business....

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