4. Streamlining Operations with NAV Add-ons
Wholesale/ Service
Manufacturing
Distribution Industries
Public Sector Retail Other
Financial Management Reporting and Business Intelligence Supply Chain Management
Sales and Marketing Human Resources Management Interoperability and Productivity
6. Streamlining Operations with NAV Add-ons
Electronic Document Management
Potentially
reduce data
Reduce carbon input SharePoint
footprint integration
Inland Revenue allows
electronic copies of
invoices to be kept instead
of physical
Improve the efficiency
Reduce the costs of filing, of the document
indexing, approval processes.
storing and retrieving
information.
7. Streamlining Operations with NAV Add-ons
Potential Solutions
INTRODUCTIONS
USE NAV LINKS FEATURE
Documents manually saved to windows folder or SharePoint
STORE ELECTRONIC DOCUMENTS
Emails, PDF’s etc.
SCANNING USING BAR CODES
Allows for Bulk scanning
OPTICAL CHARACTER RECOGNITION (OCR)
Data extraction & input
Indexing of document allows searching on unstructured data
9. Streamlining Operations with NAV Add-ons
NAV approval comparison
STANDARD NAV APPROVALS INTERGEN ADVANCED APPROVALS
Document total approval Line, document and annual
Single Approver budget level
Financial Approvers only Multiple approvers
No support for tolerances Non Financial approvers
optional
Single routing per user
Tolerances can be set by
Basic Workflow and
percentage or amount
notifications
Routing and permissions by
GL account, Dimension,
Item, etc.
Workflow and email
notifications
10. Streamlining Operations with NAV Add-ons
Demo Scenario Process flow
Create Purchase
Orders within NAV
Capture Purchase
Requests Submit Purchase Orders
for Approval
Post Invoices
within Tolerance
Approval Requests
Receipt Purchase Approved/Redirected
Order /Declined
11. Streamlining Operations with NAV Add-ons
Setup Approvers & Delegated Authority
Approver
Approval Roles Approval
Setup has Roles
Permissions Approvers
Identity
three levels
Dimension restrictions
High level permissions
12. Streamlining Operations with NAV Add-ons
Setup Approvers & Delegated Authority
Approver
Approval
Setup has Roles
Permissions Approvers
three levels
Approval Permissions
Approval limits by line
Approval limits by document
Annual approval limits
Restrictions by:
Item
G/L Account
Dimensions
Job
Posting Group
13. Streamlining Operations with NAV Add-ons
Setup Approvers & Delegated Authority
Approver
Approval
Setup has Roles
Permissions Approvers
three levels
Approvers
Identity (User Name)
E-mail Address
Approval Roles and associated
Permissions
Dates
14. Streamlining Operations with NAV Add-ons
Purchase Requests created Capture Purchase
Approvers Requests
Purchase Requisitions in portal
Purchase Orders in NAV
Approvers assigned
Lines submitted
15. Streamlining Operations with NAV Add-ons
Submit orders for Approval
Submit Purchase Orders
for Approval
Approvers
Assign Approvers (per line)
Submit for approval
Email Generated
17. Streamlining Operations with NAV Add-ons
Invoicing Amend Approved
POs within
Tolerance
Approvers
Amendments can be made
within tolerances
If outside tolerances needs to be
reapproved
Changes to G/L accounts, items
and Dimensions can be stopped
19. Streamlining Operations with NAV Add-ons
Allocations
Target market is Intercompany
Customers reallocations
performing Actual or Budget
reallocation of direct
costs.
ROI to customers is very
high as currently performed
in Excel
Powerful rules engine
allows calculations to
Creates new transactions as be based on other
opposed to a simple parts of the system
reporting solution
23. Streamlining Operations with NAV Add-ons
Dynamics NAV Extensions (DNE)
Benefit to
customer is more
value than
Pack of standard individual
enhancements development
Built from
learning's from
working with
customers
Existing customers -
Process for adding new many
features
24. Streamlining Operations with NAV Add-ons
DNE Features
Import Journal entries from GST Statement
Excel Purchasing of Resources
Budget Filters on Account Bank Reconciliation Reconcile
Schedules (Tick)
Customer Ageing available on Table Dimensions
Customer Card
Excelerate (Server-side Excel
One-Time Vendors handling for RTC)
E-mailing of Purchase Orders Email Customer Statement
Account Schedule Report (more SMTP Mail Enhancements
columns)
EFT Remittance Advice