Features
of Microsoft Dynamics NAV (Formerly Navision®)
The
following are the major features of Microsoft
Dynamics NAV:
ERP
CRM
General
Ledger
Account
Payables & Account Receivables
Fixed
Assets
Notes
Mangement, GUI
Human
Resource Management
Project
Management
Sales,
Purchase, Inventory Management
Warehouse
Management System
Production
Management
Capacity
Requirement Planning
Production
Forecast, Planning, Scheduling
Sales
Force Automation
Marketing
Automation
Service
Management
SCM
Business
Gateway
Commerce
Portal
Business
Notification
BI
Business
Analyzics
Key
Performance Index
General
Ledger
1
Basic General Ledger
1.1 Includes all the basic functionality necessary for setting
up a company and posting to the general ledger, chart of accounts,
general journals, VAT facilities, voucher processing, tax-related
settings, recurring journals, and facilities for internal
and external reporting.
1.2 Approval of sales and purchase documents.
1.3 Posting and reporting in your company’s base currency
or in an additional currency with the addition of the Multiple
Currencies granule.
1.4 Capability to export data from any form to Microsoft Office
Word or Microsoft Office Excel® using style sheets and to
link to external documents. 2 Allocations
2.1 Allocate general ledger entries to combinations of accounts,
departments, and projects using allocation keys. 3 Budgets
3.1 Manage budgets in general ledger accounts based on projects
or departments.
3.2 After you have created a budget, you can print a balance
that shows variances to the budget, based on amount, percentage,
or difference.
3.3 Work with multiple budgets at one time. Budgets are generally
entered per period for the relevant general ledger accounts
and can be added.
3.4 Copy the data of budget control based on specific percentage,
for example, 110%. 4 Account Schedule
4.1 Create financial statement analyses based on specific
chart of accounts and budgets using various arrangements.
4.2 Filter specific chart of accounts to create financial
statement analysis, for example, an liquidity analysis of
quick ratios.
4.3 Change the order of the accounts in various ways, make
calculations and print financial reports. You can also export
reports to Excel. 5 Consolidation
5.1 Import and export financial information from one or more
Navision databases or other files to cosolidate companies
in Microsoft Dynamics NAV. 6 Allocations
6.1 Allocate recurring expenses, like rents, to different
profit centers of your company.
6.2 Allocate general ledger entries to combinations of accounts,
departments, and projects based on amount, percentage, or
quantity. 7 Change Log
7.1 Log user changes made to Microsoft Dynamics NAV master
data. The granule also supports analysis and tracking of changes
made by users.
Sales
and Receivables
1
Basic Sales & Basic Receivables
1.1 Set up and maintain the customer table. Post sales transactions
in journals and manage receivables.
1.2 Use this granule to keep track of all accounts. It is
also integrated with General Ledger and Inventory. 2 Sales Invoicing
2.1 Set up, post, and print customer invoices and sales credit
memos. 3 Sales Invoice Discounts
3.1 Set up any number of invoice discount terms, including
a certain minimum amount and discount percentage, and the
granule can calculates invoice discounts automatically. Calculations
can be done in both local and foreign currencies. 4 Sales Order Management
4.1 Manage sales quotes, blanket sales orders, sales orders,
sales order processes, and receivables. This granule can also
manage partial shipments and partial receivables. 5 Alternative Ship-To's
5.1 Set up ship-to addresses for a specific customer when
the customer has multiple invoicing and ship-to addresses. 6 Shipping Agents
6.1 Set up multiple shipping agents and relate their services
with shipping time. Use this granule with sales orders and
transfer orders. 7 Sales Return Order Management
7.1 This granule enables you to create a sales return order.
Supports creating a partial return receipt, combining return
receipts on one credit memo and linking to relevant orders. 8 Calendars
8.1 Set up calendars with working and non-working days. Calendar
entries will be used in date calculations on sales orders,
purchase orders, transfer orders, production orders, service
orders, and requisition worksheets.
8.2 Assign a calendar to customers, vendors, locations, companies,
and shipping agent services. 9 Sales Pricing
9.1 Work with sales prices that are either customer-specific
or customer-group-specific so that you can share a price among
several customers. This is available in many forms in the
Sales granule. 10 Approval Process
Purchase
and Payables
1
Basic Payables
1.1 Set up a vendor table and post purchase transactions and
payables in journals.
1.2 Enables you to generate vendor ledger entries using general
journals. Overview of all payables is also available.
1.3 Includes all payables and is integrated with General Ledger
and Inventory. 2 Purchase Invoicing
2.1 Set up, post, and print purchase invoices and purchase
credit memos. 3 Purchase Invoice Discounts
3.1 Set up any number of invoice discount terms, including
a certain minimum amount and discount percentage.
3.2 The discount will be calculated automatically, in local
or foreign currencies, on the individual item lines and becomes
part of the net sum of the invoice. 4 Purchase Order Management
4.1 Manage purchase quotes, blanket purchase orders, purchase
orders and payables. Use this granule to manage partial receipts
and partial payables. 5 Requisition Management
5.1 Automate the requisition process. Generate suggested purchases
based on requisition settings. 6 Drop Shipments
6.1 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. 7 Alternative Order Addresses
7.1 Manage addresses for vendors who have more than one order
address. 8 Purchase Return Order Management
8.1 Place a purchase return order to a supplier. You can set
up partial return shipments or to combine return shipments
in one credit memo and link purchase return orders with replacement
purchase orders. 9 Purchase Discounting
9.1 Work with vendor-specific purchase discounts. You can
set different purcase discounts for different items in one
purchase order. 10 Purchase Pricing
10.1 Work with purchase prices that are vendor-specific or
vendor-group-specific. This will be available in various forms
in Purchase and Payables. 11 Approval Process
Inventory
1
Basic Inventory
1.1 This granule can connect to related processes in Sales
and Purchase granules to keep track of items and prices. Set
up the master file of each item and post item transactions
and inventory ledgers in journals.
1.2 This granule is integrated with General Ledger and with
the posting processes in Sales and Receivables and Purchase
and Payables. 2 Multiple Locations
2.1 Manage inventory in multiple locations. This granule includes
locations in plants or production facilities as well as distribution
centers and warehouses.
2.2 Use stock-keeping units (SKUs) to manage identical items
with the same item number but stored in different locations,
for example, setting up different cost prices, replenishment
and manufacturing information based on the location. 3 Stockkeeping Units, SKU
3.1 Use SKU to manage items with the same item number but
stored in different warehouses. 4 Location Transfers
4.1 Track inventory as it is moved from one location to another
and account for the value of inventory in transit and at various
locations. 5 Item Substitutions
5.1 Link items with the same or similar characteristics so
that you can check substitute items when running out of items.
It is a granule designed to meet various inventory needs.
6 Item Cross References
6.1 Quickly and precisely identify items on the basis of their
qualification numbers, item numbers given by customers, vendors,
or manufacturers, as well as European article numbers (EANs)
that can be stored and easily accessed. 7 Nonstock Items
7.1 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 can still be used for
orders, sales, and manufacturing. 8 Item Tracking
8.1 Keep track of all serial and lot numbers related to purchasing,
sales and inventory. 9 Alternative Vendors
9.1 Manage purchase of the same items from several different
vendors. Create alternative vendors and price information
for inventory items. 10 Bills of Materials
10.1 If indivisual products or serviced are packaged together
as a kit, use this granule to keep track of the information
of the kit, such as constructions, inventories and costs.
11 Item Charges
11.1 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.
Manufacturing
1
Basic Manufacturing
1.1 This granule allows circulation management of production
orders. Create and manage production orders and on-site manufaturing
orders manually, or use automatic planning tools integrated
with production forecasting, MPS/MRP features.
1.2 After you have created a production order, you can calculate
net requirements and create requisitions and purchase orders
based on that production order.
1.3 On-site manufacturing order management enables you to
plan and post on-site materials, workforce, manpower, manufacturing
cost, outsourcing and finished goods. 2 Production Bill of Materials
2.1 Production bill of materials can be integrated with all
other Manufacturing granules.
2.2 Can be connected to standard cost calculation as well. 3 Version Management
3.1 Create and manage different versions of the manufacturing
bill of materials and routings.
3.2 By purchasing the Basic Capacity Planning granule, you
can set up multiple versions of routings.
Customer
Relationship Management and Sales Automation
1
Contact Management
1.1 Record your contact information for all business relationships,
and specify the individual people related to each contact.
1.2 Get automatic business alerts based on contact tables.
1.3 Automatically classify your customers and potential customers
based on criteria you specify.
1.4 Tightly integrated with the Sales and Receivables application
area, this granule enables you to create sales documents linked
to each customer, like quotations.
1.5 Search for contact records related to a specific contact,
such as phone calls, meeting minutes, emails or business letters.
Also allows linking to relevant Microsoft Word, Excel and
.txt files.
1.6 Can be integrated with Microsoft Outlook at the user end
and Microsoft Exchange Server at the server end. Automatically
syncronizes calendars, emails, contacts, tasks in Navision
with those in Outlook at the user end. Users can also extract
data from Navision.
1.7 Can be integrated with systems used by your call center. 2 Contact Classification
2.1 Automatically classify your customers based on criteria
you specify. Use this information to target contacts for future
marketing campaigns.
2.2 Divide your customers into ABC segments and use this granule
to assign the weights of each customer. 3 Campaign Management
3.1 Organize campaigns based on segments of your contacts
that you define. Define segments based on specific criteria,
such as sales and contact profiles.
3.2 Microsoft Word can be integrated to create documents for
any marketing campaigns. 4 Opportunity Management
4.1 Section your sales processes into different stages, and
use this information to keep track of all sales opportunities.
4.2 Track and manage sales opportunities in different stages
of the sales processes. 5 Task Management
5.1 Organize the tasks related to your sales and marketing
activities. Create one or a series of to-do lists and assign
tasks to one or more specific salespeople.
Service
Management
1
Service Order Management
1.1 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.
1.2 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. Get a complete
history of your service orders, service order quotes and items
loaned to customers through the Service Order Log. 2 Service Price Management
2.1 Set up price groups based on different criteria—such as
the service item (or several item groups) or the service task
involved for a limited period of time or for a specific customer
or currency.
2.2 Define price calculation structures that include all parameters
involved in providing service—for example, the different work
types, the service charges, and the parts used.
2.3 The system automatically calculates and assigns the correct
price structure to the service orders that match the service
price group criteria. 3 Service Item Management
3.1 Create a database to keep track of your service items,
including contract information, component management, BOM
reference and warranty information.
3.2 Access agreements and contracts on service levels by setting
up response time.
3.3 Register all service items, shared items with item numbers,
and any available substitute facilities and technical personnel.
Link these data to the service history to track all shared
items and facilities. Use the Trendscape Analysis feature
to view key performance indicators on the service item in
a given time frame.
3.4 Track service items from service item cards. 4 Service Contract Management
4.1 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.
4.2 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.
4.3 Supports flexible invoice proccessing, measurement of
contract profitability, and contract quotes. Set up a service
contract right in the service contract window. 5 Planning and Dispatching & Job Schedule
5.1 Assign personnel to work orders. Log details like 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.
5.2 Job Schedule automates service-oriented tasks, such as
preventive service orders, service contract renewals and service
contract invoicing. Also allows job scheduling, automatically
checking for batch tasks that need to be done on specific
dates.
Human
Resources Management & Project Management
1
Basic Resources
1.1 Register and sell resources, combine related resources
into one resource group to monitor the status and prices of
human resources and equipments.
1.2 Supports Performance Evaluation (KPI). 2 Advanced Resources
2.1 Plan capacity and sales, and manage usage statistics and
profitability of resources. Create your plan in a calendar
system to keep track of resource usage.
2.2 Supports multiple prices and resource usage costs. 3 Project Management
3.1 Track resources and expenses used in a project. Link the
information to relevent customers and sales, purchasing and
inventory ledgers.
3.2 Forecast the cost of a project as a whole or in different
stages. Can be copied and pasted to another project for modification
and management.
