About Microsoft Dynamics NAV ERP

Microsoft Dynamics NAV ERP

Simple, smart, innovative

Microsoft Dynamics Nave ERPSince 1983, Microsoft Dynamics® NAV has delivered the functionality, performance, and ease of use that powers diverse businesses around the world. DMS focuses on the inventory and warehouse management niche of MS Dynamics NAV. Microsoft Dynamics NAV brings people and systems together to help you run your business more efficiently.

Whether you are an existing customer evaluating options to expand your solution with additional granules, or are considering Microsoft Dynamics NAV as a solution for your company, this guide provides an overview of the product granules available within Microsoft Dynamics NAV.

Inventory

Analysis Reports

Provide company decision-makers, especially those with overall responsibility for sales, purchases, and product portfolio management, with an efficient and flexible way to get meaningful information out of the system to inform day-to-day decisions. 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:

  • 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.
  • Drill down to locate the cause of problems.
  • View sales dynamics; analyze inventory turnover; evaluate customers’ buying behavior; spot trends; reconsider product offerings, prices, and vendors; and make informed business decisions.

Alternative Vendors

Manage purchase of the same items from several different vendors. Create alternative vendors and price information for inventory items. Useful for when a company has several possible vendors for the same items.

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 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.

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 so on. 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. Kits can be built and disassembled using the BOM Journal.

Bin

Organize your warehouse by assigning items to bins, the smallest unit in the warehouse logical structure. Bin assignment is done as the item journals or directly on the document lines (does not apply to order lines).

Cycle Counting

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 Budgets

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 means of calculating the variance. The ability to move budgeted figures between the system and Excel provides additional flexibility to the budgeting process.

Item Charges

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.

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.

Item Substitutions

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.

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.

Kitting

In addition to the kitting features included in the Bills of Materials granule, kits can be added to sales orders, managed using item tracking, reserved, 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.

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.

Multiple Locations

Manage inventory in multiple locations. This granule includes locations in plants or production facilities as well as distribution centers, warehouses, and service cars.

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.

Pick

Enable warehouse workers to create a pick from the released order. Pick is managed from a separate user interface when shipping items in an order-by-order environment.

Put Away

Enable warehouse workers to create a put away from the released order. Put Away is managed from a separate user interface when receiving items in an order-by-order environment.

Standard Cost Worksheet

Efficiently review and update standard costs with this worksheet. The standard cost worksheet provides a company’s controllers with a reliable and efficient way to maintain accurate and up-to-date inventory costs. 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:

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 then 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.

Stock-Keeping Units

Manage stock-keeping 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.

Warehouse Receipt

Enable warehouse workers to create a put-away from the receipt. Warehouse Receipt is managed from a separate user interface when receiving items in a multi-order environment.

Warehouse Shipment

Enable warehouse workers to create a pick from the shipment. Warehouse Shipment is managed from a separate user interface when shipping items in a multi-order environment.

Warehouse Management

Automated Data Capture System

Capture data automatically. Keep data accurate, even in a hectic environment. Uses Application Server and supports some of the workflows in Warehouse Management Systems that enables warehouse automation.

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.

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

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, purchase, transfers, returns, and production orders. Service Orders is no

t included. To effectively use this granule, it is recommended that you also purchase the Put Away, Warehouse Receipt, Pick, and Warehouse Shipment granules.

Basic Manufacturing

Production Bill of Materials

Create bills of materials and calculate standard cost. Required for configuration of all other Manufacturing granules.

Production Orders

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. 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.

Agile Manufacturing

Agile Manufacturing

This granule enables you to run Agile Manufacturing, Supply Planning, and Capacity Planning granules.

Version Management

Create and manage different versions of the manufacturing bill of materials and routings. You must purchase the Basic Capacity Planning granule before you can set up multiple versions of routings.

Supply Planning

Basic Supply Planning

Plan material requirements based on demand with support for master production scheduling and materials requirements planning. Includes:

  • Automatic production orders and purchase orders.
  • Action messages for fast and easy balancing of supply and demand.
  • Support for bucketless and bucketed material requirements planning.
  • Setup for items with their own reordering policy, including registration of whether they are manufactured by or purchased from a third party.

Demand Forecasting

Manage demand forecasting based on items.

Capacity Planning

Basic Capacity Planning

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.

Finite Loading

Manage finite loading of capacity-constraint resources. Make more reliable plans by 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. Used with the Order Promising granule, Finite Loading also enables the system to calculate capable-to-promise (CTP).

Machine Centers

Add machine centers as capacities to the manufacturing process.

Production Schedule

View production orders and capacity loading in an integrated, graphical Gantt chart. Reschedule operations by dragging and dropping 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 tasks otherwise done in tabular form in routings, task lists, load windows, and so on. By consolidating existing data and functions for capacity planning and scheduling in one graphical interface, this granule provides an improved overview and simplifies use for different user roles. This granule is targeted at smaller manufacturing companies, so it does not support the more advanced capacity planning features such as Finite Loading, and it is best suited for a limited amount of concurrent production orders.