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FINANCIAL MANAGEMENT
Accounts Schedules
Basic General Ledger
Basic General Ledger
Powerful financial reporting tool that can help accountants and financial analysts to extract the most essential business data from the chart of accounts, budgets, cash flow accounts and cost types into financial reports, which can be used to efficiently monitor the health of the business and provide valuable input for the business decision makers. You get to choose the accounts
you want to monitor and report on, change the order of the
accounts, and combine figures in various ways, set up which columns to print, change the description of the accounts and supply them with additional notes.
In addition, you can make simple calculations on the data you
selected on the accounts schedules worksheet, and compare current figures with historical ones and with your budgets.
Basic General Ledger
Basic General Ledger
Basic General Ledger
This module 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. Also includes:
- Facilities for internal and external reporting.
- RapidStart Services for Microsoft Dynamics NAV
- Workflow for approval of sales and purchase documents.
- Posting and reporting in your company’s base currency.
- Posting and reporting in an additional currency with the addition of the Multiple Currencies module.
- Capability to export data from any form to Microsoft Word or Microsoft Excel® using style sheets.
- Capability to link to external documents.
- Two languages—U.S. English and one other.
- Set up sales and purchase documents archiving.
- Background posting.
Budgets
Basic General Ledger
Change Log
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 percent budget, a 110 percent budget, and so on. Budgets are generally entered per period for the relevant general ledger accounts. Budgets can be exported/imported to/from Excel, allowing you to use all the calculation capabilities of Excel while preparing your budgets.
Change Log
Consolidation
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” justmentioned) and to identify by user ID who made the changes.
Consolidation
Consolidation
Consolidation
Consolidate companies in Microsoft Dynamics NAV. The companies
can come from one or from several different Microsoft Dynamics NAV databases or other files, and you can import and export financial information in this module. If data used is retrieved from several Microsoft Dynamics NAV solutions, use this module only in the parent company
Deferrals
Consolidation
Consolidation
Set up deferral templates that automate the process of deferring
revenues and expenses over a pre-defined schedule. This
enables companies to easily recognize revenues and expenses in
periods other than the period in which the transaction is posted.
Intercompany Postings
Responsibility Centers
Responsibility Centers
Manage accounting for more than one company in the same posting process. The companies can be in the same or in one of several different Microsoft Dynamics NAV databases. You can
also send documents to partner companies. Users control the
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 currencies and correct reconciliation.
Responsibility Centers
Responsibility Centers
Responsibility Centers
Set up profit centers and/or cost centers. A company can sell items with specific prices and that are related to a responsibility center. You can tie a user to a responsibility center so that only
sales and purchase documents related to the particular user are displayed. Users get assistance with entering extra data, such as dimensions and location codes.
Cost Accounting
Responsibility Centers
Cash Flow Forecast
Cost Accounting provides an efficient way to control the company’s costs by providing visibility and insight into
budgeted and actual costs of operations, departments, products,
and projects. Cost Accounting synchronizes cost information
with the general ledger, and then allocates that information to
different costs centers and cost objects.
This module includes enabling you to:
- Transfer costs from the general ledger.
- Enter and post internal charges and allocations directly in the Cost Accounting Cost journal.
- Predefine recurring cost allocation rules on cost allocation
- cards and execute in a batch job.
- Undo allocations.
- Create cost budgets and transfer cost budget entries toactual entries.
Cash Flow Forecast
Fixed Assets Allocations
Cash Flow Forecast
Cash Flow Forecast provides a prediction of how a company’s liquidity—cash and other treasure positions—will evolve over time. It consists of two things—cash receipts and cash disbursements—the money you expect to receive and the cash you expect to pay out—plus the liquid funds you have available. These elements together show you a direct cash flow forecast. You can also create a basic cash flow forecasting set up, which can be extended as required, and is quick to adjust. Use a wizard to help you complete most of your tasks, and take advantage of
automatic daily or weekly data updates. In addition, more data
sources are supported in NAV 2017, including jobs and tax data.
Basic Fixed Assets
Fixed Assets Allocations
Fixed Assets Allocations
Keep track of fixed assets such as buildings, machinery, and equipment. You can also post various fixed-asset transactions: acquisitions, depreciation, write-downs, appreciation, and disposal. For each fixed asset, you set up depreciation books in which the methods and other conditions used for calculating depreciation are defined. You can set up an unlimited number of depreciation books to satisfy legal requirements, and for tax and internal accounting purposes. This module is well suited for international companies that need to use many depreciation
methods.
Fixed Assets Allocations
Fixed Assets Allocations
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.
Cash Management in dynamics nav
Electronic Payments and Direct Debits
Electronic Payments and Direct Debits
Electronic Payments and Direct Debits
Create payment proposals based on vendor documents and generate bank payment files in ISO20022/SEPA format or use the Bank Data Conversion Service for generating the appropriate electronic payment file for your bank. Easily keep track of the payment export history for your electronic payments and recreate a payment file whenever needed
Create payment proposals based on vendor documents and generate bank payment files in ISO20022/SEPA format or use the Bank Data Conversion Service for generating the appropriate electronic payment file for your bank. Easily keep track of the payment export history for your electronic payments and recreate a payment file whenever needed. Apply payments comes with simple streamlined process to mark and process the
desired transactions. Create direct debit collections to get the money directly from
your customer’s bank account and generate a bank direct debit file in ISO20022/SEPA format. In NAV 2017 you can insert hyperlinks to online payment services
into your invoices, providing your customers with a more efficient way to pay an invoice online. You can also install the PayPal integration extension. This creates
links in invoices to PayPal Standards online payment. PayPal offers a trustworthy global payment service with multiple ways of
accepting payments, including credit card processing and PayPal accounts.
Bank Account Reconciliation
Electronic Payments and Direct Debits
Electronic Payments and Direct Debits
Import bank statement data from electronic files sent from you bank in ISO20022/SEPA format—or use the Bank Data Conversion Service for other file types. Reconcile your bank statement data automatically to open bank account ledger entries and keep track of all bank statements. You can also Reconcile your bank payments in the Payment Recon
Import bank statement data from electronic files sent from you bank in ISO20022/SEPA format—or use the Bank Data Conversion Service for other file types. Reconcile your bank statement data automatically to open bank account ledger entries and keep track of all bank statements. You can also Reconcile your bank payments in the Payment Reconciliation Journal, completing payments and reconciliation in one place and in one step. Now you can match customer payments, vendor payments, and bank transactions all in the Payment Reconciliation journal. You can also filter the statement information to view only the transactions that need attention, hiding those that do not. You can see a summary of outstanding bank information and drill-down to see the detail in payment reconciliation. To verify before posting the reconciliation, you can print the outstanding bank information on a test report.
Check Writing
Electronic Payments and Direct Debits
Check Writing
Generate Computer printed checks with a unique number series for each bank account. You can specify on the payment journal
line whether you want this payment to be made with a computer or a manual check. This assists internal control by ensuring
that the computer check is actually printed before posting the payment. Check printing comes wit
Generate Computer printed checks with a unique number series for each bank account. You can specify on the payment journal
line whether you want this payment to be made with a computer or a manual check. This assists internal control by ensuring
that the computer check is actually printed before posting the payment. Check printing comes with flexible user options, such as voiding a check, reprinting, using check forms with preprinted stubs, testing before printing, and also the possibility
to consolidate payments for a vendor into a single check.
SUPPLY CHAIN MANAGEMENT (SCM)
Basic Receivables
Sales Return Order Management
Sales Order Management
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 module can post sales transactions and
manage receivables in multiple currencies for each customer. Basic Receivables is integrated with
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 module can post sales transactions and
manage receivables in multiple currencies for each customer. Basic Receivables is integrated with Basic General Ledger and
Inventory and is required for the configuration of all other Sales and Receivables module. Sales Invoicing is also frequently used with this module
Sales Order Management
Sales Return Order Management
Sales Order Management
Manage sales quotes, blanket sales orders, and sales order processes. 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. Use the Sales Order Manage
Manage sales quotes, blanket sales orders, and sales order processes. 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. Use the Sales Order Management module to:
- Manage partial shipments.
- Ship and invoice separately.
- 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.)
Sales Return Order Management
Sales Return Order Management
Sales Return Order Management
This module 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.
Purchase Order Management
Purchase Return Order Management
Sales Return Order Management
Manage purchase quotes, blanket orders, and purchase order processes. 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. Use this module to:
- Manage pa
Manage purchase quotes, blanket orders, and purchase order processes. 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. Use this module to:
- Manage partial receipts.
- Receive and invoice separately and create prepayment invoices for the purchase order.
- Use quotes and blanket orders in the purchase phase. (Quotes and blanket orders do not affect inventory figures.)
Purchase Return Order Management
Purchase Return Order Management
Purchase Return Order Management
Create a purchase return order in 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. purchase Return Order Management
Requisition Management
Purchase Return Order Management
Purchase Return Order Management
Automate the supply planning process by using the Requisition Worksheet. Generate optimal suggestions for replenishing
inventory through purchases and transfers based on the item’s current and future demand and availability, as well as a variety of planning parameters, such as minimum and maximum quantities and reorder quantities. Display
Automate the supply planning process by using the Requisition Worksheet. Generate optimal suggestions for replenishing
inventory through purchases and transfers based on the item’s current and future demand and availability, as well as a variety of planning parameters, such as minimum and maximum quantities and reorder quantities. Display a graphical overview of the planning impact and allow the user to change the plan using a drag-and-drop operation, prior to executing the plan.
Alternatively, use Order Planning—a simplified supply planning tool that enables you to plan supply for all types of demand in an order-by-order fashion, with no considerations for optimization.
Basic Inventory
Item Cross References
Basic Inventory
Set up items that you carry in your stock and specify their unit of measures, costing method, inventory posting group, unit cost
and price and other properties. Post item transactions, such as sales, purchase, and negative and positive adjustments from item
journals. Quantity and cost records of the posted transactions are stored in the inv
Set up items that you carry in your stock and specify their unit of measures, costing method, inventory posting group, unit cost
and price and other properties. Post item transactions, such as sales, purchase, and negative and positive adjustments from item
journals. Quantity and cost records of the posted transactions are stored in the inventory ledger that is the basis for inventory valuation and other costing calculations. Integrated with General Ledger and with the posting processes in Sales and Receivables and Purchase and Payables, this module is required for the configuration of all other Inventory modules.
Cycle Counting
Item Cross References
Basic Inventory
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.
Item Cross References
Item Cross References
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.
Assembly Management
Assembly Management
Item Cross References
Specify a list of sellable items, raw materials, subassemblies and/ or resources as an Assembly Bill of Materials that comprises a
finished item or a kit. Use assembly orders to replenish assembly items, to stock or capture the customer’s special requirements to the kit’s bill of materials directly from the sales quote, blanket, and order line in the assembly-to-order processes.
Location Transfers
Assembly Management
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
Item Tracking
Assembly Management
Location Transfers
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.
Warehouse Management
Internal Picks and Put-Aways
Internal Picks and Put-Aways
Internal Picks and Put-Aways
Create pick and put-away orders for internal purposes, without using a source document (such as a purchase order or a sales order). For example, pick items for testing or put away production output.
Warehouse Management Systems
Internal Picks and Put-Aways
Internal Picks and Put-Aways
Manage items on a bin level. Receive and put away items in a bin; pick items from a bin according to a put-away template; and pick items based on the zone and bin ranking. Move items between bins using a report for optimizing the space usage and the picking process, or move items manually. Warehouse
instruction documents are created for th
Manage items on a bin level. Receive and put away items in a bin; pick items from a bin according to a put-away template; and pick items based on the zone and bin ranking. Move items between bins using a report for optimizing the space usage and the picking process, or move items manually. Warehouse
instruction documents are created for the pick and put-away process, which can be carried out for sales, purchases, transfers,
returns, and production orders. Service orders are not included.
Bin Setup
Internal Picks and Put-Aways
Bin Setup
Easily set up and maintain your bins by defining both the layout of your warehouse and dimensions of your racks, columns,
and shelves; set up and maintain your planning parameters by defining the limitations and characteristics of each bin.
MANUFACTURING
Production Orders
Basic Capacity Planning
Basic Supply Planning
Create and manage production orders, and post consumption and output to the production orders. After you have created a
production order, you can calculate net requirements based on that production order. The Production Orders module includes
a manual supply planning tool as an alternative to automatic planning. The Order Planning window pr
Create and manage production orders, and post consumption and output to the production orders. After you have created a
production order, you can calculate net requirements based on that production order. The Production Orders module 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
Basic Supply Planning
Basic Capacity Planning
Basic Supply Planning
Plan material requirements based on demand with support for master production scheduling and materials requirements
planning. Basic Supply Planning includes:
- Automatic production orders and purchase orders.
- Action messages for fast and easy balancing of supply and demand.
Plan material requirements based on demand with support for master production scheduling and materials requirements
planning. Basic Supply Planning includes:
- Automatic production orders and purchase orders.
- Action messages for fast and easy balancing of supply and demand.
- Support for bucket-less and bucketed material requirements planning.
- The Setup for items with their own reordering policy, including registration of whether they are manufactured by or purchased from a third party
Basic Capacity Planning
Basic Capacity Planning
Sales and Inventory Forecasting
Add capacities (work centers) to the manufacturing process. Set up routings and use these routings on production orders and in material requirements planning. View loads and the task list for
the capacities.
Sales and Inventory Forecasting
Sales and Inventory Forecasting
Sales and Inventory Forecasting
You can use the Sales and Inventory Forecast extension to get deep insights about potential sales and a clear overview of expected stock-outs. The built-in Cortana Intelligence leverages historical data and
helps you manage your stock and respond to your customers. Based on the forecast, the Sales and Inventory extension helps
create replenishment requests for vendors and saves you time.
Machine Centers
Sales and Inventory Forecasting
Machine Centers
Add machine centers as capacities to the manufacturing process. Machine centers are designed to help you manage capacity of a
single machine/producing resource. With machine centers, you can plan/manage capacity on several levels: on a more detailed level for machine centers and on a consolidated level for work centers. Machine centers all
Add machine centers as capacities to the manufacturing process. Machine centers are designed to help you manage capacity of a
single machine/producing resource. With machine centers, you can plan/manage capacity on several levels: on a more detailed level for machine centers and on a consolidated level for work centers. Machine centers allow users to store more defaultinformation about manufacturing processes, such as setup time or default scrap percentage.
Finite Loading
Sales and Inventory Forecasting
Machine Centers
Manage finite loading of capacity-constraint resources. Taking capacity constraints into account so that no more work is assigned
to a work center than the capacities can be expected to execute during a given time period. This is a simple tool without any
optimization. Used with the Order Promising module, Finite Loading also enables the system to calculate capable-to-promise
(CTP).
SALES, MARKETING, AND SERVICE MANAGEMENT
Campaign Management
Interaction /Document Management
Campaign Management
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 do
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.
Contact Management
Interaction /Document Management
Campaign Management
Maintain an overview of your contacts, and personalize your approach to them. Record your contact information for all business relationships. This module is tightly integrated with the Sales and Receivables application area. You can also:
- Specify the individual people related to each contact.
- Get an automatic alert if you enter contact in
Maintain an overview of your contacts, and personalize your approach to them. Record your contact information for all business relationships. This module is tightly integrated with the Sales and Receivables application area. You can also:
- Specify the individual people related to each contact.
- 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.
- I ssue quotes to prospects or create sales documents for specific contacts if you have Sales Order Management.
- Use Contact Synchronization to integrate your contacts from Microsoft Dynamics NAV 2017 with your People Hub in Office 365 or Microsoft Outlook.
- Keep your contacts synchronized between Microsoft Dynamics NAV 2017 and Office 365 or Microsoft Outlook, and automatically run a background synchronization at scheduled times.
- Use filters to synchronize only the Microsoft Dynamics NAV 2017 contacts that you want to see in Office 365 or Microsoft Outlook.
Interaction /Document Management
Interaction /Document Management
Interaction /Document 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, such as sales orders or quot
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, such as 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.
Relationship Management
Relationship Management
Interaction /Document Management
You can work more effectively with Relationship Management from your phone, taking advantage of enhancements to the
Sales and Relationship Management Role Center. A simplified CRM includes contact management, interactions, and sales
opportunities. You can also use improved interactions logging from your phone, logging email messages using Office 365
Opportunity Management
Relationship Management
Opportunity Management
Keep track of sales opportunities. Section your sales processes into different stages, and use this information to get an overview
of and manage your sales opportunities.
Task Management
Relationship Management
Opportunity Management
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.
Service Management
Service Contract Management
Service Contract Management
Service Contract Management
Set up an agreement with the customer concerning the service level to be delivered. With this module, 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 th
Set up an agreement with the customer concerning the service level to be delivered. With this module, 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 used service items and parts and labor hours.
- Measure contract profitability.
- Generate contract quotes. It is recommended that you also use the Service Order Management and Service Item Management modules
Planning and Dispatching
Service Contract Management
Service Contract Management
Assign personnel to work orders and 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. Gain an overview of service task prioritization, service loads, and task escalations.
Service Order Management
Service Contract Management
Service Order Management
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
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 module
to register impromptu 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.
Service Price Management
Service Price Management
Service Order Management
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 i
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.
Service Item Management
Service Price Management
Planning and Dispatching
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 the service item in a given time frame.
Planning and Dispatching
Service Price Management
Planning and Dispatching
Assign personnel to work orders and 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. Gain an overview of service task prioritization, service loads, and task escalations.