INSIGHT Microsoft Dynamics NAV 2009 Quick Reference Guide October 2008
Quick Reference Guide Microsoft Dynamics NAV 2009
Microsoft Dynamics® NAV is a business management solution that helps small and midsized organizations simplify and streamline highly specialized business processes. Microsoft Dynamics NAV can rapidly adapt to the way businesses work, and it provides industryspecific functionality that’s relevant to the local needs of an organization’s regions of operation. Through its rapid adaptability, simplified customization, and ease of use, organizations can easily add functionality, custom applications, and online business capabilities. Microsoft Dynamics NAV enables people to work effectively and businesses to be competitive.
INTRODUCTION
How to Use This Document Microsoft Dynamics NAV business management solutions are designed to help automate your unique business processes and accelerate your organization’s success. This guide explains how each of the Microsoft Dynamics NAV 2009 granules can help you meet specific business requirements. This Quick Reference Guide is designed to be used by sales and non-technical staff in Microsoft Certified Partner organizations, so you can familiarize yourself with the full scope of the solution and to help describe specific granules and functionality to customers. The Microsoft Dynamics NAV granules are grouped by functional area, and each granule is also coded to identify which Business Ready Licensing package is needed in order to purchase the specific functionality. Depending on the level of functionality your business needs, you can choose from two licensing packages available in Business Ready Licensing: The BUSINESS ESSENTIALS (BE) Edition is for customers who need core financial management and trade functionality that will easily scale as their business grows. This edition is streamlined for easy installation, rapid user adoption, and an attractive price. The ADVANCED MANAGEMENT (AM) Edition is the preferred solution for growing organizations that need an adaptable solution with complex, highly functional financial and accounting programs. This edition helps customers obtain the key business intelligence and reporting they need to manage their business. The Advanced Management Edition includes all functionality included in the Business Essentials Edition and adds functionality to meet expanding business needs. ADDITIONAL COMPONENTS (a la carte granules) are available to Business Essentials and Advanced Management customers. Each offering, Business Essentials or Advanced Management, gives access to a specific set of a la carte granules that provide a richer set of features and functionality to serve unique business needs. Available to Business Essentials (BE+) customers (already included in Advanced Management). Available to Advanced Management (AM+) customers only. Available to Business Essentials and Advanced Management (BE/AM+) customers.
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
How to Use This Document
More About Licensing
Table of Contents
Microsoft Dynamics NAV is licensed with license keys. The solution requires registration before it is ready for use—registration unlocks the functionality that a customer has licensed and enables the appropriate number of users to connect to the software.
5 | Foundation Pack
In Microsoft Dynamics NAV, series of objects are placed into granules. A granule is a set of object permissions that can be added to a license key. As you will see in this guide, some granules also include other granules. Additionally, certain granules require others as prerequisites in the license key. Granules are grouped together to form license keys. User access rights (from a security standpoint) are controlled by the System Administrator. All new Business Ready Licensing sites must order a Foundation Pack, and a site license is needed for each system database deployed. Microsoft Dynamics NAV offers two Foundation Pack choices: • Foundation Pack for the Business Essentials Edition • Foundation Pack for the Advanced Management Edition When the appropriate Foundation Pack has been licensed, customers can add more fullaccess concurrent users in addition to the user who is included in the Foundation Pack. The Foundation Pack determines the type of additional users that can be licensed—either Business Essentials or Advanced Management (but not both on the same site license). For more information about Business Ready Licensing, please visit https://mbs.microsoft.com/partnersource/products/navision/businessreadylicensing. htm.
9 | Users 11 | Financial Management 6 11 4 General 15 4 Fixed Assets 17 4 Cash Management 19 | Business Intelligence and Reporting 6 19 4 Business Analytics 21 | Supply Chain Management (SCM) 6 21 4 Sales and Receivables 24 4 Sales Tax 25 4 Purchase and Payables 27 4 Inventory 22 4 Warehouse Management 32 | Manufacturing 6 32 4 Basic Manufacturing 23 4 Agile Manufacturing 23 4 Supply Planning 24 4 Capacity Planning 24 4 Demand Planner 26 | Project Management 6 26 4 Resources 26 4 Jobs 27 | Customer Relationship Management (CRM) 6 27 4 Sales and Marketing 28 4 Service Management 30 | Human Resources Management (HRM) 30 | Workspace Collaboration 30 4 Employee Portal Users—Partial Access Named (minimum 10 users) 31 | Languages 34 | Configuration and Development 36 | Application Objects 37 | Other 41 | Local Granules XX | Business Ready Licensing Chart 6 Table of Contents
Foundation Pack Foundation Pack in Microsoft Dynamics NAV provides a range of base functionality, including Business Essentials Edition Foundation Pack or RESERVED FOR MORE TOC
Advanced Management Edition Foundation Pack; pricing for unlimited companies; the ability to control access with user IDs, passwords, and permissions; support for salespeople and purchasers; and tools to manage an unlimited number of bank accounts. Technology support includes Application Server, Windows®, and the Microsoft® SQL Server® Option and SQL Server Desktop Engine. Benefit statement Implement an adaptive solution to meet today’s business needs and accommodate growth. Provide competitive pricing, improve control of information management, and gain technology support to meet your business needs. Key questions • Do you need basic tools to manage financials, supply chain processes, sales management, and configuration and development? •
Does your organization require advanced functionality, such as business intelligence and reporting, manufacturing, or requisition and cash management?
•
Do you need to gain better control over which users can access and work with data?
•
Do you need to simplify tracking for purchases and sales per person?
•
Do you need to manage an unlimited number of bank accounts in both local and foreign currencies?
310 Business Essentials Edition Foundation Pack (Includes 1 user) Business Ready Licensing Business Essentials Edition is designed for companies that need core financial management and trade functionality. Such functionality includes Basic Financials Management granules (such as Basic General Ledger and Fixed Assets), Basic Supply Chain Management, Basic Sales Management (Sales, Purchasing, and Inventory), and Basic Configuration and Development Tools.
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
FOUNDATION PACK
320 Advanced Management Edition Foundation Pack (Includes 1 user)
2010 Microsoft SQL Server Option*
Business Ready Licensing Advanced Management Edition is the preferred solution for growing midmarket customers who are looking for an adaptive solution with a broad set of functionality. It includes all Business Essentials Edition functionality, plus Business Intelligence and Reporting, Manufacturing, Advanced Supply Chain Management (Bill of Materials, Requisition Management), Advanced Financial Management (Collection, Cash Management), Project Management, and more.
1140 Unlimited Companies
A single-user solution and a multi-user solution require Microsoft SQL Server configuration. If the solution is later moved to another platform, the new server must be configured. The original server platform will no longer be valid. To run multiple servers, you must buy multiple licenses. Only one license can be used to run one server (database) for the purpose of creating and maintaining your own data and accounts. This also includes the Microsoft Desktop Edition. Exceptions: You can start the server program several times to connect several networks to the same server (database). You can start several servers (databases) at the same time with the same license for the specific purpose of testing and developing.
Provide competitive pricing if your business needs more than one company.
* This granule does not include Microsoft SQL Server license.
1400 User IDs and Passwords
2030 Microsoft SQL Server Desktop Engine
Create user IDs and passwords to limit access to the information in Microsoft Dynamics NAV to selected individuals. Control access to the solution and give all designated users full permissions. These security features are a function of the Microsoft Dynamics NAV database. This granule can be used alone or in combination with the Permissions granule.
1410 Permissions Assign and limit user permissions with this advanced and detailed system. Control access to each table, form, report, Dataport, Codeunit, XMLport, and menu unit of Microsoft Dynamics NAV. Assign customized menus and windows to users so each user can access only the functions necessary for his or her job.
1415 Application Server (1 instance)* Application Server is required for an n-tier solution, including User Portal, Commerce Portal, and Commerce Gateway. Each internal user requires one (1) Web User to access the solution with any device via the Application Server. Any third-party access through the Application Server also requires one (1) Web User per internal user. Excluded from this are those Microsoft Dynamics NAV products or agreements made explicitly with third parties, for which another type of user exists. Access to graphical viewing is not included in the Application Server. To access graphics from Microsoft Dynamics NAV data, a C/FRONT granule is also required.
Microsoft SQL Server Desktop Engine is the redistributable version of the SQL Server relational database engine with a 2-GB limit.
2130 Navision 5.xx (Must be included with all new Microsoft Dynamics NAV 2009 licenses) This granule is required for access to run Microsoft Dynamics NAV 2009 and later.
3780 Salespeople/Purchasers Keep track of purchases and sales per person by assigning purchasers to vendors and salespeople to customers. Purchasers and salespeople are tracked in the Vendor Ledger, Customer Ledger, Item Ledger, Job Ledger, and Resource Ledger.
5010 Bank Account Management Manage an unlimited number of bank accounts in both local and foreign currencies.
* One instance included in the Foundation Pack. Additional instances can be purchased a la carte.
1520 Windows (Intel) A multi-user solution requires the server to be configured. If the solution is later moved to another platform, the new server must be configured and the original server platform will no longer be valid. To run multiple servers, you must buy multiple licenses. Only one license can be used to run one server (database) for the purpose of creating and maintaining your own data and accounts. Exceptions: You can start the server program several times to connect several networks to the same server (database). You can start several servers (databases) at the same time with the same license for the specific purpose of testing and developing.
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
FOUNDATION PACK
Users Microsoft Dynamics NAV enables you to add a range of users, from internal Web users to concurrent, full-access users, in either the Business Essentials Edition Foundation Pack or the Advanced Management Edition Foundation Pack. Benefit statement Expand access to the information and processes in Microsoft Dynamics NAV by adding users across your organization. Key questions • Do you need the flexibility to provide solution access to internal users via a Web browser? •
Do you need to provide full access to concurrent users under either the Business Essentials Edition Foundation Pack or the Advanced Management Edition Foundation Pack?
410 Full Access BRL BE User Add concurrent, full-access users to the Business Essentials Edition Foundation Pack. Prerequisite: 310 Business Essentials Edition Foundation Pack
420 Full Access BRL AM User Add concurrent, full-access users to the Advanced Management Edition Foundation Pack. Prerequisite: 320 Advanced Management Edition Foundation Pack
2310 Web Users (1) Provide an internal casual user with access to the solution via a Web browser.
2320 Web Users (25) Provide access to 25 more Web Users of the solution.
2330 Web Users (100) Provide access to 100 more Web Users of the solution.
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
USERS
Financial Management 4 General Microsoft Dynamics NAV provides accounting functionality for creating a centralized general ledger and chart of accounts and then managing postings, allocations, linked documents, analysis, and reporting so you can stay abreast of financial performance and meet internal and external reporting requirements. Includes support for multiple languages and currencies as well as for cost accounting, liquidity forecasts, intercompany postings, and multi-company consolidation. Benefit statement Streamline accounting processes and strengthen control of your organization’s finances and fiscal compliance. With integrated data, intelligent transaction processing, robust analytics, and flexible account structures and reporting, you can reduce the time and effort spent on accounting tasks, and track financial performance. Monitor budgets against actual performance, trace database changes to help ensure accuracy, and consolidate accounts and postings across multiple companies. Key questions • Does it take too much time to process monthly closing transactions, allocate costs and income, and manually prepare routine closing statements? •
Do you need to manage cost centers and perform cost accounting?
•
Do you need to consolidate and manage multiple companies?
• Would you like to enter intercompany transactions in only one place without regard to different languages, charts of accounts, or dimensions? •
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
Does your organization need an efficient way to forecast liquidity?
FINANCIAL MANAGEMENT 4 General
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3010 Basic General Ledger (Includes 1 User)
3060 Responsibility Centers
This granule includes all the basic functionality necessary for setting up a company and posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals, and source codes. It also includes:
Set up profit and/or cost centers and relate items and their specific prices to a responsibility center. Tie a user to a responsibility center so that only sales and purchase documents related to the particular user are displayed. Gain assistance with entering extra data, such as dimensions and location codes.
•
Internal and external reporting.
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Approval of sales and purchase documents.
Prerequisite: 4040 Multiple Locations
•
Posting and reporting in your company’s base currency.
3070 Basic XBRL
•
Posting and reporting in an additional currency with the addition of the Multiple Currencies granule.
•
Capability to export data from any form to Microsoft Office Word or Microsoft Office Excel® using style sheets.
•
Capability to link to external documents.
Export documents from Microsoft Dynamics NAV in XBRL (Extensible Business Reporting Language) format and import XBRL taxonomies into Microsoft Dynamics NAV from the Internet, e-mail, or other systems. XBRL is an XML-based specification that uses accepted financial reporting standards based on standardized, underlying data tags. This granule includes:
•
Two languages—U.S. English and one other.
•
• Sales and purchase document archiving.
• Support for the XBRL 2.0 Specification released by the XBRL Consortium.
Prerequisite: 2110 [What is this granule? Not on the price list]
Prerequisite: 3010 Basic General Ledger
3020 Allocations Allocate general ledger entries to combinations of accounts, departments, and projects using allocation keys based on amount, percentage, or quantity. Prerequisite: 3010 Basic General Ledger
3030 Budgets Work with budgets in general ledger accounts. After you have created a budget, you can print a balance that shows variances to the budget by percentage. Work with multiple budgets at one time. For example, work with a 100% budget, a 110% budget, and so on. Budgets are generally entered per period for the relevant general ledger accounts. Prerequisite: 3010 Basic General Ledger
3040 Accounts Schedules Create financial reports based on the chart of accounts and budgets, but using a different presentation of financial figures, text, or details. Choose the accounts and columns you want to include (or exclude), change the order of accounts, and make simple calculations or combine figures in various ways.
3050 Consolidation Consolidate companies in Microsoft Dynamics NAV. Import and export financial information from one or several different Microsoft Dynamics NAV databases or other files. If data is retrieved from several Microsoft Dynamics NAV solutions, use this granule only in the parent company. Prerequisite: 3010 Basic General Ledger
=BE
=AM
3080 Change Log Log user changes made to Microsoft Dynamics NAV master data. You can log all direct modifications a user makes to the data in the database, except for changes to “working documents” such as journals, sales orders, and purchase orders. The change log functionality makes it possible to get a chronological list of all changes to any field in any table (except those “working documents” just mentioned) and to identify by user ID who made the changes. Prerequisite: 3010 Basic General Ledger
3090 Intercompany Postings Manage accounting for more than one company in the same posting process. The companies can be in the same or in different Microsoft Dynamics NAV databases. You can also send documents to partner companies. Users control document flow through an Inbox/Outbox feature, and transactions are completed as general journal transactions or through receivables and payables, which enables the use of multiple currencies and correct reconciliation. Prerequisite: 3010 Basic General Ledger
3200 Basic Liquidity Forecast*
Prerequisite: 3010 Basic General Ledger
Key
Capability to map your general ledger to XBRL taxonomies so that the same XBRL document instance can be used for various purposes, independent of the format required by the recipient.
=BE+
=AM+
=BE/AM+
Set up a liquidity prognosis for your company and save any prognosis to build a complete prognosis history. The structuring of your liquidity plan takes place on the basis of an individual chart of accounts, so the plan can be structured based on bank accounts, and reports can be built upon this structure. The liquidity forecast can include data from accounting, sales and receivables, payables and purchasing, and fixed assets. The transfer of open entries, orders, liquid funds, budgets, and planned investments of fixed assets into the liquidity prognosis takes place by function. FINANCIAL MANAGEMENT 4 General
13
•
You can: •
Define neutral incomes and costs.
•
Determine the paying habits of customers and vendors when computing the liquidity prognosis.
•
Create reports for liquidity development and liquidity trends.
Account schedules ease alternative preparation of your data. You can: •
Create internally used evaluations or individual reports, such as a computation of liquidity level.
• Sum up and combine individual accounts from the liquidity chart of accounts in an account schedule to receive the evaluations you want.
Recurring postings.
• Support for static and dynamic allocations based on percentage or according to amount per share. •
A detailed reporting structure that enables scope definition.
•
Capability to compare figures to budget.
* Not available in all countries. Please check the price list. Prerequisite(s): 3230 Prerequisite(s): 3220
4 Fixed Assets
•
Design and save unlimited schedules.
Fixed Assets in Microsoft Dynamics NAV provides functionality for entering,
•
Automatically calculate balances, account groups, and sums when you preview or print a schedule.
tracking, depreciating, and recording maintenance or disposal of fixed assets
• Work with formulas and set filters on dates and dimensions, specify which columns should be printed and what they should contain, and export the schedule to an Excel spreadsheet. * Not available in all countries. Please check the price list. Prerequisite: 3010 Basic General Ledger
3210 Liquidity Forecast—Analysis Views* Define analysis views to analyze liquidity accounts per dimension. You can update analysis views automatically with each transaction or update them manually and then make the data available in compressed form. Export analysis views to an Excel spreadsheet as a PivotTable® view. * Not available in all countries. Please check the price list. Prerequisites: 3200 Basic Liquidity Forecast; 4780 Advanced Dimensions
3220 Basic Analytical Accounting* 3230 Cost Budget* Manage cost accounting. Administer and analyze the effective cost of a company or enterprise. Includes:
so you can help ensure adequate insurance, track service histories, allocate asset-related costs, and calculate the true asset values. Benefit statement Control and manage the lifecycle of your fixed assets to maximize the value of your business investments and streamline asset accounting. Accurately record, track, depreciate, insure, value, and dispose of assets; allocate asset costs across different general ledger accounts; automate depreciation calculations; and make strategic decisions about asset acquisition, reclassification, and disposal. Key questions • Do you need a more comprehensive, up-to-the-minute view of your financial status with the ability to incorporate asset holdings into financial assessments? •
Could you more cost-effectively time asset acquisition and disposal if you could view, reverse, and forecast accumulated depreciation using common methods?
•
Could you manage assets more efficiently if you could make changes to a group of assets in a single operation or update all fields related to one asset with just one posting?
•
Cost center and cost object accounting, with account schedules similar to those in the general ledger.
•
Cost types, cost centers, and cost objects that can be taken from the general ledger or defined independently.
• Would the ability to track and analyze asset maintenance and insurance costs help you to more accurately budget costs?
•
Automatic transfers from the general ledger to cost accounting, as well as the ability to manually post internal invoices and allocations.
•
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
Could you more accurately share costs if you could efficiently allocate fixed asset acquisition costs and depreciation across multiple projects, departments, divisions, or companies? FINANCIAL MANAGEMENT 4 Fixed Assets
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4 Cash Management
5260 Basic Fixed Assets Keep track of fixed assets such as buildings, machinery, and equipment, and post fixed asset transactions such as acquisitions, depreciation, write-downs, appreciation, and disposal. Use depreciation books for each asset to define the methods and conditions for depreciation calculations. Set up an unlimited number of depreciation books to satisfy legal requirements and fulfill tax and internal accounting purposes. Prerequisite: 3010 Basic General Ledger
5270 Insurance Keep track of insurance coverage and annual insurance premiums for your fixed assets and easily determine whether your assets are under- or over-insured. You can attach each asset to one or more insurance policies and index insurance amounts.
Cash Management in Microsoft Dynamics NAV includes functionality for writing, voiding, or reprinting checks and for reconciling account records with bank statements. Benefit statement Streamline cash and payables management when you can automate check generation to expedite payables, easily reconcile account records with bank statements, and reduce errors associated with manual check writing and reconciliation. Key questions • Would you like to improve your cash management and more quickly and accurately reconcile your bank accounts?
Prerequisite: 5260 Basic Fixed Assets
5280 Maintenance Record maintenance and service expenses for each fixed asset. This granule integrates with Basic General Ledger. Prerequisite: 5260 Basic Fixed Assets
5290 Fixed Assets—Allocations Allocate different percentages of fixed asset transactions, such as acquisition cost and depreciation, to different departments or projects by using allocation keys. Useful for when several departments share a fixed asset. Prerequisite: 5260 Basic Fixed Assets
•
Does it take too long to manually write checks every month?
•
Does your accounting staff spend valuable time voiding and correcting errors on checks?
5020 Check Writing Generate printed checks with unique number series for each bank account. You can also void or reprint an already printed check, and specify on the journal line whether you want this payment to be made with a computer or a manual check. Prerequisite: 5010 Bank Account Management
5300 Reclassification* Reclassify all or part of a fixed asset—for example, from one department to another. You can split one fixed asset into several or combine several fixed assets into one. When you need to dispose of one part of a fixed asset, you can split it into two and then dispose of the appropriate one. * Available a la carte for Business Essentials customers with Russian and Spanish Microsoft Dynamics NAV
5030 Bank Reconciliation Reconcile your bank accounts in Microsoft Dynamics NAV with your statements. Apply amounts from your bank account ledger to the reconciliation form and keep track of all bank statements. Prerequisite: 5010 Bank Account Management
licenses. Prerequisite: 5260 Basic Fixed Assets
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
FINANCIAL MANAGEMENT 4 Cash Management
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Business Intelligence and Reporting 4 Business Analytics Microsoft Dynamics NAV delivers direct access to real-time business information and a wide range of analytical and reporting tools, including graphical displays, online analytical processing (OLAP) cubes, and Webbased delivery options. You can also extend your intelligence capabilities by integrating with other powerful Microsoft BI products and technologies. Benefit statement Drive business success with the ability to deliver meaningful insight across your organization with powerful, self-service business intelligence, including 360-degree perspectives, the ability to drill down to transactions and details, and familiar analytical tools. Key questions • Could your employees make more informed decisions if they had better insight into data specific to their jobs? •
Could you run your business with greater agility if you could spot trends and enable your people to take proactive action?
•
Could your IT staff be deployed on other activities if other people were able to do more sophisticated analysis without IT support?
•
Could tying operational performance data to key performance indicators help your organization align tactical activities with strategic objectives?
7020 Business Analytics Base Functionality Analyze data from different application areas within Microsoft Dynamics NAV in focused or big-picture views. Configure desired dimensions and measures by using a set of supplied forms, view data measures of your choice across various dimensional models, and analyze OLAP cube data in Excel. A configuration engine creates Data Transformation Services (DTS) packages for data transfer and configures schema for datamart tables and OLAP cubes. Prerequisite: 3010 Basic General Ledger
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
BUSINESS INTELLEGENCE AND REPORTING 4 Business Analytics
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7021 Business Analytics Advanced Advanced Windows viewer includes a report writer, a Web interface, and the possibility of simple data mining so you can create and consolidate reports, spot trends, and analyze relationships. A Web interface provides the ability to make business intelligence available to remote employees.
Supply Chain Management (SCM) 4 Sales and Receivables Sales and Receivables in Microsoft Dynamics NAV simplifies receivables processing with tools for maintaining the customer table and registering
Prerequisite: 7020 Business Analytics Base Functionality
customers, and managing receivables using general journals. Manage sales quotes, sales invoices, blanket sales orders, sales orders, and return orders; and manage all aspects of order processing, such as automated calculation of invoice discounts. Streamline shipping with alternative ship-to addresses, order promising, and the ability to set up multiple shipping agents. Set customer- or customer-group-specific discounts and sales prices, and work with sales prices and sales line discounts that are connected with specific campaigns. Benefit statement Streamline and simplify sales order processes, including sales invoicing, sales return orders, and order promising. Optimize your cash flow position by accelerating accounts receivable processes, tracking customer payment activities, and automating shipping processes. Key questions • Do you need to set up and maintain a customer table and manage receivables using general journals?
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
•
Does your organization need to automate sales order management processes, including setting up multiple discount terms using local and foreign currencies?
•
Could you better meet customer needs by proactively communicating availability and delivery dates and offering a selection of multiple shipping agents?
•
Could you expedite the return process and improve customer service by linking returns with replacement sales orders in a single, automated process?
•
Do you use promotions to increase sales and improve customer satisfaction by offering specific pricing or discounting to a subset of customers for specific items or campaigns?
Supply Chain Management (SCM) 4 Sales and Receivables
21
3260 Basic Receivables
3320 Order Promising
Set up and maintain the customer table. Post sales transactions in journals and manage receivables; register customers and manage receivables using general journals. Together with Multiple Currencies, this granule can enable you to post sales transactions and manage receivables in multiple currencies for each customer. Basic Receivables is integrated with Basic General Ledger and Inventory granules. Sales Invoicing is also frequently used with this granule. Always use this granule when your solution requires a customer table.
Calculate availability and delivery dates. Find out if it is possible to deliver on a particular date, or calculate a possible delivery date based on lead time or production time if you have no inventory available.
Prerequisite: 3010 Basic General Ledger
Set up multiple shipping agents (for example, UPS, DHL, external carriers, or your own carrier) and relate their services (express, overnight, standard) with shipping time. Use this granule with sales orders and transfer orders.
3270 Sales Invoicing Set up, post, and print customer invoices and sales credit memos. Prerequisite: 3260 Basic Receivables
3340 Shipping Agents
Prerequisite: 3280 Sales Order Management
3350 Sales Return Order Management*
3280 Sales Order Management
This granule enables you to create a sales return order, so you can compensate a customer for wrong or damaged items. Items can be received against the sales return order. Create a partial return receipt or combine return receipts on one credit memo. Link sales return orders with replacement sales orders.
Use the Sales Order Management granule to: •
Prerequisites: 4010 Basic Inventory; 3280 Sales Order Management; 3360 Calendars
Manage partial shipments.
• Ship and invoice separately.
* Available a la carte for Business Essentials customers with Greek Microsoft Dynamics NAV licenses.
•
Create prepayment invoices for the sales order.
•
Use quotes and blanket orders in the sales phase. (Quotes and blanket orders do not affect inventory figures.)
Setting up an invoice directly differs from setting up a sales order in which the quantity available is adjusted as soon as an amount is entered on a sales order line. Quantity available is not affected by an invoice until the invoice is posted. Prerequisites: 3270 Sales Invoicing; “Archive Document” function requires 5160 Interaction/Document Management
Prerequisites: 3280 Sales Order Management; 4010 Basic Inventory
3360 Calendars Set up calendars with working and non-working days. Assign a base calendar to customers, vendors, locations, companies, shipping agent services, and the service management setup— and make changes to each as necessary. Calendar entries will be used in date calculations on sales orders, purchase orders, transfer orders, production orders, service orders, and requisition and planning worksheets. Prerequisite: 4010 Basic Inventory
3290 Sales Invoice Discounts Calculate invoice discounts automatically. Set up any number of invoice discount terms, including a certain minimum amount, discount percentage, and/or a service charge. The discount is calculated on the individual item lines and becomes part of the net sum of the invoice. Calculations can be done in both local and foreign currencies.
3370 Sales Line Discounting Work with customer discounts that are either customer- or customer-group-specific so you can share a discount among several customers. Negotiate the discount percentage for each customer or customer discount group. Prerequisites: 4010 Basic Inventory; 3270 Sales Invoicing
Prerequisite: 3270 Sales Invoicing
3380 Sales Line Pricing
3310 Alternative Ship-To’s Set up ship-to addresses for a specific customer when the customer has multiple invoicing and ship-to addresses.
Work with sales prices that are either customer- or customer-group-specific so you can share a price among several customers. Negotiate the actual prices with the customer or customer price group.
Prerequisite: 3270 Sales Invoicing
Prerequisites: 4010 Basic Inventory; 3270 Sales Invoicing
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
Supply Chain Management (SCM) 4 Sales and Receivables
23
4 Purchase and Payables
3390 Campaign Pricing Work with sales prices and sales line discounts connected with specific campaigns. After you have activated the prices/discounts, any customer or contact related to a company currently in a segment associated with a given campaign can access the price/discount associated with that campaign. Prices are valid for the life of the campaign or until you decide to deactivate them. When you create a sales document or service order, the campaign price/discount is included among the pricing reductions available when Microsoft Dynamics NAV chooses the price to retrieve on the line. Prerequisites: 5130 Campaign Management; 3380 Sales Line Pricing
Purchase and Payables in Microsoft Dynamics NAV provides flexible tools for maintaining a vendor table, generating vendor ledger entries using general journals, and managing payables. Purchase order functionality includes quotes, orders, invoicing, blanket orders, and purchase order processes, including the ability to calculate discounts automatically and set vendorspecific discounts and purchase prices. Link sales and purchase orders to customers and handle items shipped directly from a vendor to a customer
4 Sales Tax
without manually entering inventory.
Sales Tax in Microsoft Dynamics NAV provides the tools for calculating U.S. sales tax, and use tax, with the ability to set up individual tax areas for customers and vendors. Benefit statement Simplify sales tax calculations and processes with the ability to calculate and set up individual tax areas for specific customers and vendors, including use tax. Key questions • Does your organization calculate U.S. sales tax based on individual areas for each customer and vendor?
Benefit statement Manage purchase order and payment processes with flexible, integrated accounts payable operations that provide end-to-end cash management services and timely information to maximize your purchasing power. With robust vendor account functionality, including intercompany invoice posting, you can make payments to comply with vendor terms, strengthening critical business relationships. Key questions • Could you save money by establishing better terms with suppliers if you were able to expedite your payment processes? •
Do you need more flexible ways to expedite purchase quotes, blanket orders, and purchase order processes to help meet fluctuations in customer demand?
3410 Sales Tax
•
Calculate U.S. sales tax and set up individual tax areas for each customer and vendor; calculate use tax on the tax. Sales tax can also be calculated from the general journal lines.
Are you wasting time and resources managing return orders for wrong or damaged items?
•
Are you missing opportunities to reduce costs because you are not identifying the best sources of supply and taking advantage of discounting opportunities?
•
Do you need to automate processes for direct, drop, and multiple shipments that are shipped directly from the vendor to the customer?
•
Do you need the ability to calculate sales tax from general journal lines?
Prerequisite: 3010 Basic General Ledger
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
Supply Chain Management (SCM) 4 Purchase and Payables
25
3510 Basic Payables
3570 Purchase Return Order Management*
Set up and maintain a vendor table, post purchase transactions in journals, and manage payables. Includes the vendor table and enables you to generate vendor ledger entries using general journals. Use this with the Multiple Currencies granule to post purchase transactions and manage payables in multiple currencies for each vendor. This granule is always used if your solution requires a vendor table. It is integrated with Basic General Ledger and Inventory. Purchase Invoicing is also frequently used with this granule.
Create a purchase return order to compensate your own company for wrong or damaged items. Items can then be picked from the purchase return order. You can set up partial return shipments or combine return shipments in one credit memo and link purchase return orders with replacement purchase orders.
Prerequisite: 3010 Basic General Ledger
Prerequisites: 3530 Purchase Order Management; 4010 Basic Inventory
3520 Purchase Invoicing
3580 Purchase Line Discounting
Set up, post, and print purchase invoices and purchase credit memos. This granule is integrated with Basic General Ledger and Inventory. Prerequisite: 3510 Basic Payables
* Available a la carte for Business Essentials customers with Greek Microsoft Dynamics NAV licenses.
Work with vendor-specific purchase discounts (the percentage that the vendor will give as a discount). With a line discount, you can negotiate the percentage discount that the vendor will give. Prerequisites: 4010 Basic Inventory; 3520 Purchase Invoicing Purchase Invoicing
3530 Purchase Order Management Manage purchase quotes, blanket orders, and purchase order processes. You can manage partial receipts, receive and invoice separately and create prepayment invoices for the purchase order, and use quotes and blanket orders in the purchase phase. (Quotes and blanket orders do not affect inventory figures.)
3590 Purchase Line Pricing
Creating a purchase order differs from creating a purchase invoice directly. The quantity available is adjusted as soon as an amount is entered on a purchase order line, but it is not affected by a purchase invoice until the invoice is posted.
3770 Drop Shipments
Prerequisites: 3520 Purchase Invoicing; “Archive Document� function requires 5160 Interaction/Document Management
3540 Purchase Invoice Discounts Calculate invoice discounts automatically. The discount can differ from vendor to vendor with different minimum amounts (also in different currencies) and different rates, depending on the size of the invoice. The discount is calculated on the individual item lines and becomes part of the net sum of the invoice.
Work with purchase prices that are vendor-specific (the prices negotiated with the vendor). With a purchase price, you negotiate the actual prices with the vendor. Prerequisites: 4010 Basic Inventory; 3520 Purchase Invoicing
Link sales and purchase orders, and when items are shipped directly from the vendor, link them to the customer. Handle items shipped direct from vendor to customer without manually entering inventory. The invoicing process is not affected by drop shipments. This granule is useful for businesses that sell items that are shipped directly from the vendor to the customer without ever being placed in inventory. Prerequisites: 3280 Sales Order Management; 3530 Purchase Order Management
4 Inventory Inventory in Microsoft Dynamics NAV simplifies inventory management with tools for managing multiple locations and stockkeeping units (SKUs),
Prerequisite: 3520 Purchase Invoicing
creating BOMs, and purchasing from different vendors. Item functionality
3550 Requisition Management Automate the requisition process. Generate suggested purchases based on a variety of data, such as minimum and maximum quantities and reorder quantities.
includes substitutions, cross-referencing, nonstock offerings, and the ability
Prerequisites: 3530 Purchase Order Management; 4010 Basic Inventory
serial and lot numbers manually or automatically. Kits can be added to sales
to add cost components to item charges. You can also manage and track orders, managed using item tracking, reserved, and created using instant
3560 Alternative Order Addresses Manage addresses for vendors who have more than one order address. The number of possible order addresses is unlimited.
production.
Prerequisite: 3520 Purchase Invoicing
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
Supply Chain Management (SCM) 4 Inventory
27
Cost functionality includes the ability to review and update standard
4040 Multiple Locations
costs within the framework of Microsoft Dynamics NAV, and to provide
Manage inventory in multiple locations. This granule includes locations in plants or production facilities as well as distribution centers, warehouses, and service cars.
customizable analysis reports in which you can add and combine analysis objects, such as customers, items, and vendors. Item budgeting capabilities
Prerequisite: 4010 Basic Inventory
enable you to make sales and purchase budgets on the customer, vendor,
4045 Stock Keeping Units
and item levels in amounts and quantities.
Manage stockkeeping units (SKUs). Identical items with the same item number can be stored in different locations and managed individually at each location. Add cost prices, replenishment, manufacturing information, and so on, based on the location.
Benefit statement Tighten inventory management processes to increase operational efficiency across your business, improve customer service, and reduce inventory and distribution costs. Increased automation and item tracking capabilities help improve inventory accuracy and better match the goods you have on hand with customer demand.
Prerequisite: 4040 Multiple Locations
4050 Alternative Vendors Manage purchase of the same items from several different vendors. Create alternative vendors and price information for inventory items. Prerequisite: 4010 Basic Inventory
Key questions • Do you need to simplify inventory management by tracking multiple locations and stockkeeping units (SKUs), creating flexible BOMs, and handling purchasing from different vendors? •
Does your organization need advanced kitting tools for assembly, pricing, order promising, and item tracking?
•
Do you need to streamline item management and tracking for crossreferenced items, nonstock offers, and charges?
•
Do you need to track warranty dates, expiration dates, or lot and serial numbers through either time or usage for all or selected customers or items?
•
Could your warehouse staff benefit from putaway and pick, pack, and ship processes that are more flexible?
•
Does your organization need an efficient way to maintain inventory costs, create custom analysis reports, and consolidate and share sales and purchase budgets?
4060 Bills of Materials Create bills of materials (BOMs). Break down finished goods into BOMs, which describe constructions, packaging details, and other products always sold together. Set up BOMs in the item table with a BOM description specifying items, resources, quantities, and more. You can batch jobs for calculating the direct unit cost of the BOM. This granule also supports the building of kits, individual items that are grouped or packaged together to create a special, single item. BOMs for kits can be defined and assigned to items. Build and disassemble kits using the BOM Journal. Prerequisite: 4010 Basic Inventory
4065 Kitting (Version 5.0 or later)* In addition to the kitting features included in the Bills of Materials granule, Kitting supports single-level BOM functionality, kit assembly and disassembly, kit pricing, order promising, reservations, and item tracking at the component level. Kits can be added to sales orders and created using instant production. Orders, pick tickets, packing slips, and invoices can display kit details. Additional reporting is also provided for kit margins and availability calculations. *Not available in all countries. Please check the price list. Prerequisites: 4010 Basic Inventory; 5420 Production Bill of Materials
4010 Basic Inventory Keep track of items and prices. Set up each item and post item transactions in journals. This granule includes the Microsoft Dynamics NAV item tables, item entries, and item journals. Integrated with Basic General Ledger and with the posting processes in Sales and Receivables and Purchase and Payables, this granule is required for the configuration of all other Inventory granules.
4100 Location Transfers Track inventory as it is moved from one location to another and account for the value of inventory in transit and at various locations. Prerequisite: 4040 Multiple Locations
Prerequisite: 3010 Basic General Ledger
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
Supply Chain Management (SCM) 4 Inventory
29
4110 Item Substitutions
4220 Standard Cost Worksheet
Link items with the same or similar characteristics so that if a customer orders an item that is unavailable, you can offer substitute items and avoid losing the sale. Or, provide an extra service to your customer by offering lower-cost alternatives.
Work with standard cost updates the same way you work with an Excel spreadsheet, but within the framework of Microsoft Dynamics NAV. Because it provides an overview of the current standard costs, the worksheet is a convenient place to prepare for a cost update without the changes having an immediate effect in the system. Using the worksheet, you can:
Prerequisites: 3280 Sales Order Management; 4010 Basic Inventory
4120 Item Cross References Quickly and precisely identify the items a customer is ordering on the basis of item numbers other than your own. Cross-reference information from customers, vendors, and manufacturers, as well as generic numbers, universal product codes (UPCs), and European article numbers (EANs) that can be stored and easily accessed. Prerequisites: 3280 Sales Order Management; 4010 Basic Inventory
•
Carry out cost updates for both the purchased components and capacity by using different sorting criteria in several worksheets simultaneously, and then later consolidate them into one.
•
Get information that can help you identify and avoid potential errors by simulating the cost of the manufactured item due to changes in components and/or capacity use cost and viewing the effect.
•
Help ensure that you execute the changes at a given date and that any revaluation resulting from cost changes is dealt with in the system.
4130 Nonstock Items Offer items that are not part of your inventory but that you can order from the vendor or manufacturer. Such items are registered as nonstock items but otherwise are treated like any other item.
Prerequisite: 4010 Basic Inventory
4230 Analysis Reports Built on item entries, this granule provides a customizable, analytic view that enables people to add and combine analysis objects—customers, items, and vendors—according to their needs. You can:
Prerequisites: 3280 Sales Order Management; 4010 Basic Inventory
4140 Item Tracking Manage and track serial and lot numbers. Assign serial or lot numbers manually or automatically, and receive and ship multiple quantities with serial/lot numbers from a single order line entry.
•
Present figures in both amounts and quantities and compare by periods as well as against budget. When the figures are put in a formula, they can become an indicator of the company’s performance.
Prerequisites: 4010 Basic Inventory; 3280 Sales Order Management; 3530 Purchase Order Management
•
Drill down to locate the cause of problems.
4150 Item Charges
•
View sales dynamics; analyze inventory turnover; evaluate customers’ buying behavior; spot trends; reconsider product offerings, prices, and vendors; and make informed business decisions.
Manage item charges. Include the value of additional cost components such as freight or insurance into the unit cost or unit price of an item. Prerequisite: 4010 Basic Inventory
Prerequisite: 4010 Basic Inventory
4160 Cycle Counting
4240 Item Budgets
Manage cycle counting, a basic method of verifying inventory record data used to maintain and increase inventory accuracy. Set up cycle counting on the item or SKU level. Prerequisite: 4010 Basic Inventory
Make sales and purchase budgets on the customer, vendor, and item levels, and in both amounts and quantities. Prepare and record a sales budget that can serve as input to decision-makers in other operational areas, such as purchasing and logistics. Decision-makers gain information about future expected demand they can use for business discussions with the customers. After budgets are made, track the actual sales performance by calculating the variance. Prerequisite: 4010 Basic Inventory
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
Supply Chain Management (SCM) 4 Inventory
31
4 WAREHOUSE MANAGEMENT Morbis huitus ia orum iaelum iam inves diur quodium iur. Ternihi nteatorit, que te et, cae neque ant, me mentem derehen ternit? Iquer unum, que con demei pesces senit, se, ca; nin tastamdii cribula quemod co vis, pridius re, sitrunum stimust ellessisse ta, que missil vagintus auco porum iam ellabus hum tebest? qui public res, pri pra nem acid publi ex num am in senatum sena verica; inest? Ihilin satorimenit estu vignostio publica L. Aris, deo atuam, unununti practuam in tem condestra L. Quonirmius atus es vivid consinum demur. Tum quamque nocae es etorum strumur, ommo inatissuam averit. Benefit statement Morbis huitus ia orum iaelum iam inves diur quodium iur. Ternihi nteatorit, que te et, cae neque ant, me mentem derehen ternit? Iquer unum, que con demei pesces senit, se, ca; nin tastamdii cribula quemod co vis, pridius re, sitrunum stimust ellessisse ta, que missil vagintus auco porum iam ellabus hum tebest? qui public res, pri pra nem acid publi ex num am in senatum Key questions • Morbis huitus ia orum iaelum iam inves diur quodium iur. Ternihi nteatorit, que te et, cae neque ant, me mentem derehen ternit? Iquer unum, que
Key
•
con demei pesces senit, se, ca; nin tastamdii cribula quemod co vis, pridius re, sitrunum stimust ellessisse ta, que missil vagintus auco porum iam ellabus hum tebest? qui public res, pri pra nem acid publi ex num am in
•
senatum sena verica; inest? Ihilin satorimenit estu vignostio publica L. Aris, deo atuam, unununti practuam in tem condestra L. Quonirmius atus es vivid consinum demur. Tum quamque nocae es etorum strumur, ommo inatissuam averit.
=BE
=AM
=BE+
=AM+
=BE/AM+
warehouse Management 4 xxx
33
Manufacturing 4 Basic Manufacturing Basic Manufacturing in Microsoft Dynamics NAV gives you the ability to create production orders, develop bills of materials, plan supply, and calculate standard costs. Integrated information and tools help you streamline production management, aggregate materials requirements, allocate resources and capacity based on sales demand, and adjust to changes in orders or supply. Choose from automatic or manual supply planning and generate a variety of supply orders directly from production planning views. Benefit statement Give customers more accurate delivery estimates, help protect margins with reliable cost calculations, and respond more effectively with flexible, integrated production order planning, costing, and resource allocation. Streamline manufacturing processes and adapt quickly to changing demands to take advantage of new opportunities while managing costs and unexpected supply shifts. Key questions • Do you need to improve accuracy for scheduled production activities, including capacity and materials requirements, to improve on-time delivery and resource utilization? • Would the ability to create production orders directly from sales orders, and supply orders directly from production orders, speed your production planning?
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
•
Do component or raw materials shortages negatively affect your ability to produce goods on time?
•
Do you need better visibility into inventory supply data and sales forecasts to improve manufacturing forecasting?
MANUFACTURING 4 Basic Manfacturing
35
5410 Production Orders Create production orders based on sales order lines, calculate net requirements, manage the production order through capacity and resource allocation, and post consumption and output to the production orders. Production Orders includes a manual supply planning tool as an alternative to automatic planning. The Order Planning window provides the visibility and tools you need to manually plan for demand from sales lines and then to create different types of supply orders directly.
5805 Agile Manufacturing Integrate supply, capacity, and process information with exception functionality to execute rush orders, manage exceptions, and handle last-minute process changes. Prerequisite(s): ???
4 Supply Planning Supply Planning in Microsoft Dynamics NAV includes tools for planning
Prerequisite: 4010 Basic Inventory
materials requirements based on demand, and for managing demand
5420 Production Bill of Materials
forecasting based on items. Master scheduling functionality helps ensure
Create bills of materials and calculate standard cost. Required for configuration of all other Manufacturing granules.
balanced supply and demand, and the ability to automatically generate production orders and purchase orders from demand information
Prerequisite: 5410 Production Orders
streamlines production planning and sourcing. A variety of options for
4 Agile Manufacturing
material requirements planning helps ensure flexible functionality tailored to
Agile Manufacturing in Microsoft Dynamics NAV delivers the tools for a flexible, world-class manufacturing organization with functionality to create and manage multiple product and BOM versions, production flow routings, and process exceptions.
your production and purchasing needs. Benefit statement Automate materials planning to better reflect demand and current on-hand supplies, improve operational efficiency, and gain insight to make more confident buy/make decisions. Minimize inventory with action messages to help ensure you have what you need to satisfy changing customer needs.
Benefit statement Offer customers more tailored products, manage supply variations, and increase production planning efficiency when you can maintain multiple BOM versions and assign alternate production routing. Control the cost, schedule, and planning impacts of exceptions and last-minute changes to improve customer satisfaction, enhance profitability, and help create a competitive advantage. Key questions • Do you operate in a fast-changing environment where you need to adapt production flow and routings based on the product, order characteristics, or capacity constraints? •
Do you frequently need to adjust BOMs or formulas to produce products that meet specifications with consistent quality?
•
Do customers’ requests for customized products or last-minute order changes challenge your production and supply planning system?
5430 Version Management Create and manage different versions of each manufacturing BOM and alternate routings. Assign versions to production orders with confidence. Prerequisites: 5805 Agile Manufacturing; 5420 Production Bill of Materials; 6010 Basic Capacity Planning
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
Key questions • Would the ability to more accurately anticipate materials requirements help you to purchase more effectively and fill more orders on time? • Would an automated demand planning process help you to more efficiently plan production and supply requirements? •
Do you need to streamline the process for reordering items?
5810 Basic Supply Planning Plan material requirements based on demand with support for master production scheduling and both bucketed and bucketless materials requirements planning. Basic Supply Planning includes: •
Automatic production orders and purchase orders.
•
Action messages for fast and easy balancing of supply and demand.
• Setup for items with their own reordering policy, including registration of whether they are manufactured by or purchased from a third party. Prerequisites: 5805 Agile Manufacturing; 5420 Production Bill of Materials; 3550 Requisition Management
MANUFACTURING 4 Supply Planning
37
6020 Machine Centers
5820 Demand Forecasting Forecast demand based on sales history, seasonality, and cycles, then integrate that demand information into production and materials requirements planning. Prerequisite(s): None
Add machine centers as capacities to the manufacturing process. Prerequisite: 6010 Basic Capacity Planning
6030 Finite Loading
4 Capacity Planning Capacity Planning in Microsoft Dynamics NAV includes tools for viewing work center tasks and loads, calculating utilization and capable-to-promise (CTP), and creating or changing schedules through a convenient drag-anddrop graphical interface. Identify work centers and the capacities of each to incorporate individual capacity availability and constraints into production planning. Benefit statement Optimize your machine centers and increase planning accuracy so you can enhance the return on fixed-cost investments and make more reliable promises to customers. Take advantage of available capacity to increase utilization and better respond to changing demand. Use a graphical production schedule with drag-and-drop convenience to make changes and gain a clear overview of production.
Manage finite loading of capacity-constrained resources. Make more reliable plans by taking capacity constraints into account and avoiding overbooking when scheduling production. Used with the Order Promising granule, Finite Loading also enables the calculation of capable-to-promise (CTP) product quantities. Prerequisite: 6010 Basic Capacity Planning
6040 Production Schedule View production orders and capacity loading in an integrated, graphical Gantt chart. Reschedule operations by dragging items in a graphical interface to update the related production order data. This granule does not provide new scheduling functionality. Instead, it enables you to use a graphical interface for activities such as routings, task lists, and load windows that are otherwise handled in tabular form. By consolidating existing data and functions for capacity planning and scheduling in one graphical interface, this granule provides an improved overview and simplifies use, particularly for smaller manufacturing companies. It does not support advanced capacity planning features such as Finite Loading, and it is best suited for a limited amount of concurrent production orders. Prerequisite: 6010 Basic Capacity Planning
Key questions • Do you need to aggregate capacity requirements and manage machine center utilization? • Would the ability to more accurately anticipate capacity constraints help you to improve planning and fill more orders on time? •
Can you automatically calculate a possible delivery date when you have no inventory available, based on production time-and-materials lead time?
• Would having a graphical representation of the production schedule make production management, scheduling, and schedule changes easier?
6010 Basic Capacity Planning Add capacities (work centers) to the manufacturing planning process. Set up routings for production orders and use the routings in material requirements planning. View loads and the task list for the capacities. Prerequisite: 5410 Production Orders
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
MANUFACTURING 4 Capacity Planning
39
Project Management 4 Resources Resources in Microsoft Dynamics NAV enables you to manage and allocate key resources such as labor and equipment, and provides additional functionality for tracking detailed information on pricing, capacity, sales, profitability, usage, and costs. Benefit statement Cost-efficiently manage resources and project costs, and make confident, informed decisions based on comprehensive project information. Key questions • Would increased visibility into activities across multiple projects help you improve the allocation and usage of resources? •
Could you streamline planning for capacity, sales, and resources by using a detailed calendar system to get an overview of capacity availability and costs?
•
Could you better manage profitability if you had insight into alternative costs for resources and resource groupings?
4260 Basic Resources Keep track of resources and prices. Register and sell resources, combine related resources into one resource group, or track individual resources. Divide resources into labor and equipment and allocate resources to a specific job in a time schedule. Prerequisite: 3010 Basic General Ledger
4270 Capacity Management Plan capacity and sales, and manage usage statistics and profitability of resources. Create your plan in a calendar system with the level of detail and for the period of time that you need. Also monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes. Prerequisite: 4260 Basic Resources
4290 Multiple Costs Manage alternative costs for resources and resource groups. The costs can be fixed or based on an additional percentage or an additional fixed charge. Define as many work types as you need. Prerequisite: 4260 Basic Resources
Key
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=AM
=BE+
=AM+
=BE/AM+
PROJECT MANAGEMENT 4 Resources
41
4 Jobs Jobs in Microsoft Dynamics NAV helps you integrate jobs and projects with general company business processes, gain insight into jobs and projects, link detailed planning and invoicing to each task, manage a range of job types, and understand the value of work in progress.
Customer Relationship Management (CRM) 4 Sales and Marketing
Benefit statement Easily manage each phase of fixed-price and time-and-materials jobs, and help ensure that your business is profitable each step of the way. Key questions • Could you more quickly initiate projects and better control project costs if you had the ability to copy a budget from one job to another and to create a job-specific price list? •
Could increased visibility into work in progress and revenue recognition help you more effectively manage project risk and profitability?
•
Do you need to invoice customers in a currency other than the local currency?
4510 Jobs Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs. You can also:
Sales and Marketing in Microsoft Dynamics NAV enables you to manage, sort, and classify your business contacts, and to organize campaigns targeted to specific contact segments. You can also track sales opportunities and organize the tasks that map to your activities, automate logging of all e-mail correspondence, and synchronize Microsoft Office Outlook® with Microsoft Dynamics NAV. Benefit statement Efficiently manage sales and service activities, build long-term customer relationships, and make smarter decisions. Easily target specific customers for campaigns, create customized communications and measure their effectiveness, and make the most of your sales opportunities. Key questions • Could you enhance contact management with the ability to identify business relationships among contacts and organize them by categories based on specific criteria?
•
Create a plan for a job with multiple tasks and task groupings. Each task can have a budget and can be done for whatever period of time you need.
•
Do you need a better way to organize marketing campaigns, leverage existing campaign segments, and track sales opportunities?
•
Copy a budget from one job to another and set up a job-specific price list for charging of items, resources, and general ledger account expenses to the job’s customer.
•
•
View suggested work in progress and recognition postings for a job.
Could your sales and marketing employees improve productivity with targeted to-do lists and a simplified way to record all contact interactions?
•
Plan and invoice the job in a currency other than the local currency using Jobs together with Multiple Currencies.
•
Could your organization benefit from a technology solution to log inbound and outbound e-mail correspondence, and synchronize Outlook data with its sales and marketing solution?
•
Assign a specific job to a specific customer and invoice the job completely or partially using Jobs with Sales Invoicing.
Prerequisite: 3010 Basic General Ledger
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
CUSTOMER RELATIONSHIP MANAGEMENT (CRM) 4 Sales and Marketing
43
5110 Contact Management
5150 Task Management
Maintain an overview of your contacts, and personalize your approach to them. Record your contact information for all business relationships. This granule is tightly integrated with the Sales and Receivables application area. You can also:
Organize the tasks related to your sales and marketing activities. Create to-do lists for yourself and assign tasks to other users or teams of users. Automatically create recurring to-do items and activities consisting of several to-do items.
• Specify the individual people related to each contact.
Prerequisite: 5110 Contact Management
•
5160 Interaction/Document Management
Get an automatic alert if you enter contact information that already exists with the duplicate check function.
•
Get a precise view of prospects and customers by categorizing your contacts based on profiling questions.
•
Issue quotes to prospects or create sales documents for specific contacts.
Prerequisites: 3010 Basic General Ledger; 3280 Sales Order Management
Record all the interactions that you have with your contacts—for example, telephone calls, meetings, or letters. Attach documents to interactions (Word, Excel, or .txt files). You can also automatically record other interactions—for example, all Microsoft Dynamics NAV documents that you send to your contacts, like sales orders or quotes, can be logged and retrieved at a later time. By using TAPI- (Telephony Application Programming Interface) compliant telecom devices, you can call a contact by clicking a button on the electronic contact card. Prerequisites: 5110 Contact Management; 3780 Salespeople/Purchasers
5120 Contact Classification Sort your contacts into categories, and automatically classify your customers based on criteria you specify. For example, you can see the program group contacts in terms of revenue. Divide your customers into ABC segments and even use this granule for rating (assign the weights of two questions to identify the value of a third question).
5170 Contact Search
Prerequisite: 5110 Contact Management
Prerequisite: 5110 Contact Management
5130 Campaign Management
5180 Mail Logging for Microsoft Exchange Server
Organize campaigns based on segments of your contacts that you define. Define segments based on specific criteria, such as sales, contact profiles, and interactions, and reuse existing segments or segmentation criteria. Use the Merge feature in Word (or send other file formats) to communicate with the contacts in your segment. To send a document to people of different nationalities in their native language, use Campaign Management with Interaction/ Document Management.
Prerequisites: 5110 Contact Management; 5160 Interaction/Document Management
Prerequisite: 5110 Contact Management
Search for all information related to a specific contact—for example, an opportunity, an address, or comments about this contact. Find information even when you don’t know the correct spelling of a contact’s name.
Log all e-mail correspondence. Log inbound and outbound e-mail sent through Microsoft Dynamics NAV or Outlook, and set up the program to log automatically or manually in Microsoft Dynamics NAV. The solution is server-based and requires Microsoft Exchange Server (version 5.5, SP4 or later) in order for you to keep e-mail messages in their natural environment to ease administration.
5195 Outlook Client Integration
5140 Opportunity Management Keep track of sales opportunities. Section your sales processes into different stages, and use this information to get an overview of and to manage your sales opportunities. Prerequisites: 5110 Contact Management; 5150 Task Management; 3780 Salespeople/Purchasers
Synchronize your to-do items and your contacts in Microsoft Dynamics NAV with meetings, tasks, and contacts in Outlook. Create, update, cancel, and delete in one program and, at a specific time, synchronize from within Outlook. You can also customize synchronization by adding fields or adding new entities to be synchronized. Prerequisites: 3080 Change Log; 1415/1420; for full synchronization of Contacts, Tasks, Appointments, add 5110 Contact Management and 5150 Task Management
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
Customer Relationship Management (CRM) 4 Sales and Marketing
45
4 Service Management
5912 Service Price Management
Service Management in Microsoft Dynamics NAV helps you to manage postsales issues, and set up and track service prices and service items. You can also set up an agreement with the customer concerning the service level to be delivered, and assign personnel to work orders. Benefit statement Build a competitive edge and enhance customer loyalty with the ability to provide better, more proactive service and offerings. Improve resource planning and make strategic, profitable decisions that take advantage of new opportunities and boost the bottom line. Key questions • Could you better anticipate service levels with the ability to centrally schedule, track, and manage service-related and preventive maintenance activities? •
Could you improve pricing by defining price groups and calculation structures, and assigning fixed prices to service price groups?
•
Could you improve performance management with the ability to track specific service items, such as contract data, BOMs, and warranty information?
•
•
Could your service representatives and technicians improve customer service if they could access customers’ contracts and service history from any location? Could you improve dispatching processes with the ability to prioritize task loads and escalations, and filter technician data by availability and skills?
Set up, maintain, and monitor your service prices. Set up price groups based on different criteria—such as the service item (or several item groups), the service task involved, or the type of fault—for a limited period of time, or for a specific customer or currency. Define price calculation structures that include all parameters involved in providing service—for example, the parts used, the different work types, and the service charges. The system automatically assigns the correct price structure to the service orders that match the service price group criteria. You can also assign fixed prices, minimum prices, or maximum prices to service price groups and view statistics about the profitability of each service price group. Prerequisite: 5911 Service Order Management
5921 Service Item Management Record and keep track of all your service items, including contract information, component management, and BOM reference and warranty information. Use the Trendscape Analysis feature to view key performance indicators on a service item in a given time frame. Prerequisite: 5911 Service Order Management
5931 Service Contract Management Set up an agreement with the customer concerning the service level to be delivered. With this granule, you can: •
Maintain information on contract history, contract renewal, and contract templates.
•
Manage warranty details on service items and spare parts.
•
Record details on service levels, response times, and discount levels, as well as on the service history of each contract, including labor hours and used service items and parts.
•
Measure contract profitability.
•
Generate contract quotes.
It is recommended that you also use the Service Order Management and Service Item Management granules.
5911 Service Order Management
Prerequisites: 3260 Basic Receivables; 3270 Sales Invoicing
Register your after-sales issues including service requests, services due, service orders, and repair requests. Service requests can be initiated by the customer or created automatically according to the terms in your service agreement. Data can be entered in the service orders by a call center employee or by your repair shop. You can also use this granule to register ad-hoc or one-off service orders. Register and manage equipment loaned to customers. Get a complete history of your service orders and service order quotes through the service order log.
5941 Planning and Dispatching
Prerequisites: 3010 Basic General Ledger; 3260 Basic Receivables; 3270 Sales Invoicing; 4010 Basic Inventory;
This package includes Service Order Management, Service Price Management, Service Item Management, Service Contract Management, and Planning and Dispatching. For use with new Business Ready Licensing packages only.
4260 Basic Resources; 3360 Calendars
Assign personnel to work orders. Log details such as work order handling and work order status. For dispatching, manage service personnel and field technician information and filter according to availability, skills, and stock items. Prerequisites: 4270 Capacity Management; 5911 Service Order Management
330 BRL Service Management Package
Prerequisite: 320 Advanced Management Edition Foundation Pack
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
Customer Relationship Management (CRM) 4 Service Management
47
Human Resources Management (HRM) Human Resources Management in Microsoft Dynamics NAV helps you organize and control information about employees, analyze employee data, manage employee records and activities, and generate custom reports. Benefit statement Efficiently manage your company’s human resources activities and make the most of the assets your employees contribute to the organization. Key questions • Do you need a way to analyze a range of employee data, such as contract codes, qualifications, education, and training? •
Could you improve retention if you could better understand and analyze causes of absence or inactivity and grounds for termination?
5760 Basic Human Resources Group and track relevant employee information and organize employee data according to different types of information, such as experience, skills, education, training, and union membership. Store personal information, track job openings in your organization, and extract a list of candidates for these positions. Keep track of benefits and company items such as keys, credit cards, computers, and cars. Easily record all types of absences in units of measure that you define, and attach alternative addresses and relatives’ names to employee information. Prerequisite: 3010 Basic General Ledger
Key
=BE
=AM
=BE+
=AM+
=BE/AM+
HUMAN RESOURCES MANAGEMENT (HRM)
49
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