Foundation Pack - Amazon S3 · To configure a database correctly you need to get the last released database and add the service packs, hot fixes, and security data. ... The retail

71 Great Features: All in One Database

Foundation Pack Designed for Dynamics NAV 2013, 2013 R2, 2015

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317.846.6025 | www.costcontrolsoftware.com

http://www.costcontrolsoftware.com/

http://www.costcontrolsoftware.com

Repetitive Programming - It’s not cost effective.

Foundation Pack eliminates the disadvantages of using “database.fdb” :

Expected features are discovered missing by the client as they start to implement. They “used to have them in their old software.”

Reseller then programs the shortfall to keep the client happy Client gets 10 expensive features instead of the 40+ features they would have had it they

had purchased Foundation Pack. The cost to customize the 10 features is much greater than the cost of getting all 40+ features up front.

Each client has 10 different features, but not the same features. Inconsistency of databases delivered makes a challenge for the implementation team.

Consistent Database for Implementers & Upgrades.

Implementers will have consistent features for all clients Implementers can train more confidently Implementers don’t have to deal with the client’s disappointment when a client discovers

the features they expected are not there.

RIM Company Dataset

One “Template” Company with 80 tables pre-filled with needed setup data. Backup RIM Co, Rename, and Restore for multiple company installations. Saves on valuable technician’s time

Preconfigured Database for Quicker Start

Microsoft releases a database, and then delivers service packs, hot fixes and security data separately and periodically. To configure a database correctly you need to get the last

released database and add the service packs, hot fixes, and security data. This is very time consuming. Foundation Pack will have current service packs, hot fixes, and security data pre-installed. Foundation Pack will have additional Security Roles.

Executive Summary





Bring The Best Possible Database To The Client NOW.

Microsoft discovers the missing features too, but it takes them 2 to 3 years to respond to client needs. We have consistently seen some of Cost Control Software’s Foundation Pack features turn up in Microsoft’s new releases. However, we keep finding room for improvement and add new features so you don’t have to. Foundation Pack delivers the needed features TODAY.

Summary.

Did you know that database preparation typically takes 20 to 40 hours? What should a re-seller adjust prior to delivering a database to a new client? This document lists all the improve-ments to the NAV database that will make for a better start. Let us do the work for you; we have one ready to go right now. We have enhancements to Role Centers, Fact Boxes, Report Links and Placements, improved menu design, improved screen layouts, optimized Lists and Cards, CRM, and new Charts. They all combine for a 100% better kick off. The retail price is only $1,700, not the $6,000 to $10,000 it could take to build it from scratch. This document lists the valuable features contained in this one database. Please allocate about 1 to 2 hours to watch the movies, read this document, and test our “Demo Database” (if you have it.) Start your next Dynamics NAV 2009 RTC installation with the following valuable “foundation” features: Please view these videos to help you learn more about “Foundation Pack”. Follow along with this Study Guide as you watch our learning:

1. Role Center Options (11 min)

2. Financials, Cash Management, Sales (15 min)

3. Purchases, Inventory, Resources, Admin (19 min)

Executive Summary



http://www.projectstreamer.com/users/rbaxter/Role_Center_Options/Role%20Center%20Options.html

http://www.projectstreamer.com/users/rbaxter/Foundation_Pack1/Foundation%20Pack1.html

http://www.projectstreamer.com/users/rbaxter/Foundation_Pack2/Foundatin%20Pack2.html



Small Business Role Center:

A new Role Center has been added for “Small Business”. It acts more like the

“Classic” Menu, than a role center, but is delivered in RTC. It is perfect for users

that wear lots of hats .

Foundation Pack 2013: 71 Features

1.





Role Center: (Activities)

Expiring Sales Quotes, Shipped Not Invoiced, Sales Orders

Delayed, Received Not Invoiced, and Purchase Order Delayed:

Foundation Pack Features Continued...





Role Center Reports - Top Reports on Home Ribbon:

Enhanced “History” from Role Center Menu for ALL Access:






Posted Sales Invoice Lines:






Financials:

Listen to this embedded movie to assist your learning:

Financials, Cash Management, Sales.

3 New Sub Totals on General Ledger Entry Window.

Benefit: Easier to verify dollar amounts.

2.




http://www.projectstreamer.com/users/rbaxter/Foundation_Pack1/Foundation%20Pack1.html



New “Amount Total” on General Journal for easier balancing.

Chart of Accounts Window with instant access to “Net Change”

and “Balance at Date”.

3.

4.






“Twelve Month Spread” Column Layout on Account Schedules

is included.

5.






Sample Data Improvement: Assets = Liability + Equity NAV 2009 GL Data has been corrected so the data foots out:

6.






Cash Management

Cash Receipts Journal with new Customer Check Total. This makes it easier to

verify the deposit ticket matches the screen.

7.






Sales & Marketing Customer List now as rapid access to View Sales History Details.

8.






Customer Order Status To save you time, we added “Customer Order Status” directly from the Customer

Menu on the Customer Card. (quicker access) Benefit: Great for your Credit

Department

9.






Added “Balance Due” to the Customer List for a quick view.

Benefit: Don’t get behind on your Accounts Receivables.

Sales Order List: Added “Status” and “Outstanding Amount”

10.

11.






Option to block print of “Shipper” or “Receiver” on Post &

Print in S & R or P&P Setup:

12.






Improved the sequence of the Dates on the Sales Order Lines. Notice how “Outbound

Whse Handling Time” adds to the Planned Shipment.

Also, Shipping Time could be 4D

(From Carrier Info) which calculates the Planned Delivery Date.

13.






To improve the GL Posting Information we have added the “Posting Description” to

the Sales Order Header for easy editing. This will be transferred to the Customer L

edger Entries to help identify the invoices.

Shipping Tolerance: Set Tolerance factors on your SO Shipping.

14.

15.






“Your Reference” in the Sales Order Header is now also sent to the Customer Ledger

Entries for reference and reporting.

16.






Quick Access to Item / Resource’s “Sales History” from the

Line’s Actions:

From a “Sales Quote” you can “Make Order”. We have added

an option to “go to the order now”.

17.

18.






“View Sales History” - Quickly view Customer’s recent sales directly from the

Customer Card or from the Sales Order Card. Notice that the history is at the detail

level not a summary level. This “Sales History” is also available directly from Quotes

or Sales Orders.

Quick Access to Customer’s Sales History:

19.






Purchases:

Watch this embedded movie to assist with your learning:

Purchases, Inventory, Resources, Admin.

Vendor List with Balance ($):

20.




http://www.projectstreamer.com/users/rbaxter/Foundation_Pack2/Foundatin%20Pack2.html



Added Quick access to Vendor Purchase History from the

Vendor List:

21.






“Your Reference” has been enhanced to send its contents to

the Vendor’s Ledger Entries:

22.






Purchase Order List: Added “Status” and “Amount”

A field “Default COA” has been added on the Vendor Card.

This is active for Line Type = GL Account.

23.

24.






AP - Payment Journal with “Don’t Pay Flag and new Vendor Totals. How to Use: First do the Suggest vendor payments. Then see the totals at the bottom per Vendor. When attempting to make adjustments for what you intend to pay, sort of a "What if" capability, you check the "Don't Pay" field, i.e. if I don't pay this invoice. You can put it back by un-checking the line. (You can’t if you delete the line) When you change the flag the totals adjust at the bottom for the total payables as well as per vendor. When you have finalized your decisions, then filter the lines Where the don't pay flag is checked and highlight and delete them. The remaining lines are what you intend to pay.

25.






Line Comments on the Purchasing Side - has been enhanced to let the

user decide if a PO comment is to actually print on the PO in the line comment

section. Please order our “Reports Pack” too; You can print a more professional

looking PO.

26.






Purchase Order Document (and 5 other Purchase Documents) has been

enhanced to honor the above Boolean fields. (We recommend you purchase the

“Reports Pack” for an enhanced Purchase Order Document).

Purchase Order Line; Improvement to show Lead Time Calc

and Inbound Whse. Handling Time. (Date Math from Left to Right).

27.

28.






From the Vendor List or Vendor Card you can lookup recent

purchases or access this info. from the Purchase Order Card. (Same as Customer Card picture)

Similar function on the Purchase Order Lines. Line, Purchase

History pops up a list of purchases for that line time. This is a

real time saver for a Purchasing Agent.

29.

30.






Receiving Tolerance. (On Defaults Setup) Control your Over/Under Receiving by setting a Tolerance Factor.

Track PO Original Qty vs. User Changes to the Quantity Field.

31.

32.






Purchase Order Receiving Expedite the receiving process with this new special form. Similar to the NAV form

on the Sales Order side.

33.






Inventory - “Inventory” has been added to the Main Menu. This is a much more

logical location and easier access to the many Inventory choices.

Requisition Worksheet Totals Improved. (Also, Planning Worksheet,

Payment Journal, and more.)

34.

35.






Physical Inventory Journal - Improved the calculation routine in the

Physical Inventory worksheet. There is a new option to enable bringing in items without Ledger Entries. (“Items Not on Inventory”) Ideal for entering your beginning inventory balances for new Dynamics NAV users. Double click on the Batch Name to get to the Physical Journal, select the Calculate Inventory Process:

36.

See new options to select: Include Items without Ledger: This will allow the system to Pick up “new” items that don’t have any ledger trans- action yet. Zero Out Phys. Qty. Column: Standard functionality is to default in the Phys. Count Qty the same as the calculated qty. some end users prefer to have that come in blank. Then when they fill it in they know which ones they have entered. Disregard Indirect %: If you have an indirect % value on the item card, this value is brought into the journal. When you post the journal with an indirect %, the cost is increased by that percentage. Checking this will stop indirect costs being added to the posting.






The General Business Posting Group: The General Business Posting Group field comes in blank on a Physical Journal entry. When posting the journal, the system will be looking for the GL accounts associated with a Blank (General Business Posting Group) and the General Product Posting Group. If you wish to redirect the postings to different accounts then enter a General Business Posting Group here and the journal lines will come in with that value. When posting the journal, it will be using the value in the Gen. Bus. Posting Group with the Gen. Product Posting Group.






Item Card, General Tab, Added “Supply” Side and “Demand” Side

Info with Net Availability.

Item Card Factbox with Item Picture:

37.

38.






Item Card, Item List & Sales Added “History” & “Credit Memos” quickly launch a new form that shows to whom you have sold this item to in the past.

Item Card, Purchase History - Access to “Credit Memos”. Launch a new Page with the details of item purchases. You can see whom and when

you have purchase this item in the past.

39.

40.






Item’s Unit of Measure has been enhanced to show the cost

and price in the alternative Unit of Measure.

41.






“Line Comments” - capabilities are better utilized with Extended Text. You

can now control where the extended text is populated. Regular Line or Line

Comment. (Options for Printing are also supported with Defaults Setup.)

42.






NAV 2009 Resource List and Card with new Fact Boxes:

We include 4 frequently requested reports as well:

43.

44.






“Vendor Shipment Performance”

“Customer Shipment Performance”

45.

46.






“Sales History Detail”

“Purchase History Detail”

47.

48.






Default posting options by User. See Application Setup, User

Setup area.

Example: Default to “Ship” for the Shipping Department users. (Administration,

Application Setup, Users, User Setup)

49.






Save time by having new Master Files pre-fill with default

values. Dimensions can default from these masters, as well. Defaults Setup works for master records like Customers, Vendors, Items, Resources, and Jobs. Controllers can preset the vital information so the default fields fill-in automatically, consistently and accurately. Comment on creating Master Data by using Microsoft Templates: Think of “Defaults Setup” as the primary default. The Templates are still available, but think of them as alternative Templates to the Default Master Setup.

50.






Global Improvements: Quick Edit on List Windows: Added on Customer, Items, and Vendors. (Vendors shown)

51.






“Archived Document” Enhancement. To enable the retrieval of Archived Documents we have added access to the documents from the “Copy Document” function. This is equivalent to the “Quote History” Granule. Notice you have access to Archived Quotes, Orders, or Invoices. (Actions, Sales Orders, Functions, Copy Documents)

52.






Enhanced “Rapid Start Data” pre-installed. Speed up new Company creation with our “Template” Company - a truly Rapid Implementation. Populated Data Tables Provided by Cost Control Software (78) - You will need to setup for a new client if you elect not to use our RIM Data: (Always add: Customers, Vendors, Item, BOM, and Router).

53.

Table Name No. of Records

Company Information 1

Accounting Period 61

General Ledger Setup 1

No. Series 132

No. Series Line 131

G/L Account 278

Gen. Business Posting Group 1

Gen. Product Posting Group 8

General Posting Setup 13

Tax Business Posting Group 4

Tax Product Posting Group 5

Tax Posting Setup 13

Acc. Schedule Name 6

Column Layout Name 8

Tax Statement Template 1

Gen. Journal Template 10

Item Journal Template 10

Res. Journal Template 2

Job Journal Template 5

Req. Wksh. Template 4

Warehouse Journal Template 3

Whse. Worksheet Template 3

BOM Journal Template 2

Master File Setup Defaults 1

Dimension Value 3

Acc. Schedule Line 188

Shop Calendar Working Days 10

Tax Jurisdiction 14






Tax Group 4

Tax Detail 65

Tax Area 6

Tax Area Line 17

Source Code 65

Standard Text 4

Dimension 3

ZIP Code 29469

Country/Region 79

Language 50

Currency 52

Bank Account 2

Bank Account Posting Group 2

Sales & Receivables Setup 1

Customer 1

Customer Posting Group 2

Payment Terms 58

Payment Method 6

Reminder Terms 2

Finance Charge Terms 4

Shipment Method 28

Marketing Setup 1

Business Relation 5

Mailing Group 5

Customer Template 2

Service Mgt. Setup 1

Purchases & Payables Setup 1

Vendor Posting Group 2

Purchasing 3

Inventory Setup 1

Nonstock Item Setup 1






These tables come pre-loaded with excellent start up data. There will be some editing required, but it is much quicker to edit than to build from scratch. The company name is “Your Name Here, Inc.” (Just Rename it)

We also provide: “CRONUS- Rename me-FP RIM Co.” – To start your company, just Rename Company, Add Customer, Vendors, Items, and Resources. Start Entering Transactions. (20 min Launch). Example: Re-name to: “Bob’s Metal Fabrication, Inc.” You can “Backup”, “Rename”, and “Restore” to preserve the base data for populating multiple new companies at a client site. If you elect not to utilize our “Template” Company, then just delete this company. NEW: Enhanced “Clear” function to delete ALL Practice Transactional Data and save all Master Files and Setup Data. Run just before you start the “Go Live” process. Due to the power of this function, please call our office to find the launch point.

Inventory Posting Group 3

Inventory Posting Setup 3

Unit of Measure 25

Rounding Method 21

Warehouse Setup 1

Resources Setup 1

Resource 8

Jobs Setup 1

FA Setup 1

FA Journal Template 2

FA Reclass. Journal Template 1

Insurance Journal Template 1

Depreciation Book 1

Human Resources Setup 1

Manufacturing Setup 1

Production BOM Header 3

Capacity Unit of Measure 3

Work Shift 2

Shop Calendar 2






Email Documents as PDF. (Zeta Docs not required) You can now, with one click, send your Invoices, Credit Memo, Quotes, Purchase

Orders, Order Confirmations, and more as an E-Mail Attachment.

The recipient E-Mail address auto populates, the “Subject” auto populates, and the

e-mail Body auto populates.

54.






Hierarchy:

If no e-mail on Customer Card, no E-Mail Defaults, and no Customer specific email communication is set up; then e-mail must be populated manually. If no Customer specific email communication setup, Uses e-mail on Customer Card, and E-mail Defaults. E-Mail Defaults shown below.

If Customer Specific E-Mail is setup, the system uses the Customer specific e-mail communication values. Access from the Customer Card. (Sample for The Cannon Group shown below) Enables: Multiple E-Mail Addresses on Send To and on CC. So, the quickest setup is to just use the e-mail address on the Customer Card and the Global Defaults for the Body Content.






Commission Report (R14,005,150) This is a common report multiplying the Gross Sales X Commission Percent.

Inventory Valuation Report with Detail (R14,005,151) The detail show exactly how the Valuation is calculated. (Very Useful Report)

55.

56.






Also, Foundation Pack Versions of Purchase Order, Purchase

Receipt, and Pick / Pack:

Physical Inventory by Serial & Lot Numbers: We have added options to “Break out by Lot No.” and “Break out by Serial No.” to the “Calculate Inventory” function in the “Foundation Pack”. This enhancement involved changes to two objects: Report 790 – Calculate Inventory Page 392 – Phys. Inventory Journal. (New Columns for S/N & Lot No.) Here is a screen shot showing the two new options on the Request Page for the “Calculate Inventory” processing report:

57.

58.






Here is the resulting physical inventory journal if both “Break out by Lot No.” and “Break out by Serial No.” are checked on the “Calculate Inventory” request page. Notice the break out of the Serial No. to Qty = 1 and Lot Number to Multiple Qtys. Here are the results if neither “Break our by Lot. No.” or “Break out by Serial No.” is checked.






Sales Tax Statistics on the Sales Order List.

More FactBoxes for Posted Documents. (Instant Statistics FB)

59.

60.






Stockkeeping Units: FactBox for Supply & Demand

New Role Centers: “Sales Manager” and “Salesperson”

61.

62.






Fact Boxes added to the Contact List:

Contact Card with direct access to comments & Statistics

63.

64.






Enhancements to “To-Do” List

Enhancement to Opportunity List

65.

66.






Enhancements to Opportunity Card

View Contact List Filtered by Salesperson: (Set filter on User List)

67.

68.






Salesperson can see just their “To-Do” items: (filter set on User List)

Why use “Foundation Pack” from Cost Control Software?

Start with the most complete and ready to use database available from any NAV Reseller. (See the above embedded feature list)

“Initialize” your new company from our Template Company. (5 min)

“RIM” Data Set included for an even faster implementation. 70+ Tables are pre-populated with startup data.

Reduce the Dynamics NAV technician’s on-site time

Stay within your implementation budget.

Improved look and feel increases ease of use for new users.

Minimizes user error. Ie: posting on incorrect posting dates.

Reduce Training costs.

69.






Foundation Pack Roadmap for future releases:

1. RapidStart Data packets or completed RIM Co for a rapid start. (DONE) 2. SendAsPDF and SaveAsPDF. (In final testing with released version) [Done] 3. Reports: PO with Line Comments (NAV document now supports out of the box) Purchase Receipt (in FP, not in Reports Pack) SO as Pick/Pack Document. (Copy 10153 and modify to our specs) [Done] 4. 2009’s XT Charts may get converted the Query and Chart Generator so the end-user can now control the content. Note: The install of NAV 2013 will not require the special AutoDeployment that was needed in 2009. 5. New Fact Box on Posted Sales Invoices List and Card. 6. New Fact Box on Posted Purchase Invoice List and Card. 7. New Purchase Order Fact Box (Just use “Purchase Header FB) 8. New Sales Order Fact Box (Get Sales Header FB!) 9. New Sales Quote Fact Box. (Has “Sales Header Factbox”) 10. New CRM Reports: - “To-Do Report”, Opportunity Report, Interaction Report. 11. Small Business Role Center – Alert Stacks - Improve the underlying Keys for Performance Improvement. 12. Indicator Bars work better in 2013 than 2009. We will be implementing them on several screens. 13. Add: Easy Security Light—pre-installed 14. Add: Zeta Docs Express—Pre-installed 15. Add: Jet Reports Express—Pre-installed




