NAV 5 Quick Reference Guide

Embed Size (px)

Citation preview

  • 8/7/2019 NAV 5 Quick Reference Guide

    1/48

    INSIGHTMicrosoft Dynamics NAV 5.0 Quick Reference Guide March 2008

  • 8/7/2019 NAV 5 Quick Reference Guide

    2/48

    Quick Reference Guide Microso t DynaMics naV 5.0

    Micro o t DynamicTM NAV i a bu in manag m nt

    olution that h lp mall and mid iz d organization

    impli y and tr amlin highly p cializ d bu in

    proc . Micro o t Dynamic NAV can rapidly adapt

    to th ay bu in ork, and it provid indu try-

    p ci c unctionality that r l vant to th local n d

    o an organization r gion o op ration, v n in thmo t highly p cializ d indu tri . Through th rapid

    adaptability, impli d cu tomization, and a o u

    o r d by Micro o t Dynamic NAV, organization

    can a ily add unctionality, cu tom application , and

    onlin bu in capabiliti . Micro o t Dynamic NAVnabl p opl to b ctiv and bu in to

    b comp titiv .

    INTRODUCTION

  • 8/7/2019 NAV 5 Quick Reference Guide

    3/48

  • 8/7/2019 NAV 5 Quick Reference Guide

    4/48

    How to Use This Document

    HOw TO Use THIs DOCUMeNT

    Micro o t DynamicTM bu in manag m nt olution ar d ign d to h lp automat youruniqu bu in proc and acc l rat your organization ucc . Thi guid xplainho ach o th Micro o t Dynamic NAV 5.0 granul can h lp you m t p ci c bu inr quir m nt .

    Thi Quick R r nc Guid i d ign d to b u d by al and non-t chnical ta inMicro o t C rti d Partn r organization a a tool you can u to amiliariz your l ithth ull cop o th olution and to h lp d crib p ci c granul and unctionality tocu tom r .

    Th Micro o t Dynamic NAV granul ar group d by unctional ar a and ach granul ial o cod d to id nti y hich Bu in R ady Lic n ing packag i n d d in ord r to purchath p ci c unctionality. D p nding on th l v l o unctionality your bu in n d , youcan choo rom t o lic n ing packag availabl in Bu in R ady Lic n ing:

    t e BUsinEss EssEntiaLs (BE) Ed i or cu tom r ho n d cor nancialmanag m nt and trad unctionality that ill a ily cal a th ir bu in gro . Thi

    dition i tr amlin d or a y in tallation, rapid u r adoption, and an attractiv pric .

    t e aDVancED ManaGEMEnt (aM) Ed i th pr rr d olution or gro ingorganization that n d an adaptabl olution ith compl x, highly unctional nancial

    and accounting program . Thi dition h lp cu tom r obtain th k y bu inint llig nc and r porting th y n d to manag th ir bu in . Th Advanc dManag m nt edition includ all unctionality includ d in th Bu in e ntial editionand add unctionality to m t xpanding bu in n d .

    aDDitionaL coMPonEnts (a la cart granul ) ar availabl to Bu in e ntialand Advanc d Manag m nt cu tom r . each o ring, Bu in e ntial or Advanc dManag m nt, giv acc to a p ci c t o a la cart granul that provid a rich r t o

    atur and unctionality to rv uniqu bu in n d .

    Availabl to BUsinEss EssEntiaLs (BE+) cu tom r (alr ady includ d in Advanc dManag m nt).

    Availabl to aDVancED ManaGEMEnt (aM+) cu tom r only.

    Availabl to BUsinEss EssEntiaLs anD aDVancED ManaGEMEnt (BE/aM+) cu tom r .

  • 8/7/2019 NAV 5 Quick Reference Guide

    5/48

    More About Licensing Micro o t Dynamic NAV i lic n d ith lic n k y . Th olution r quir r gi tration b orit i r ady or u r gi tration unlock th unctionality that a cu tom r ha lic n d and

    nabl th appropriat numb r o u r to conn ct to th o t ar .

    In Micro o t Dynamic NAV, ri o obj ct ar plac d into granul . A granul i a to obj ct p rmi ion that can b add d to a lic n k y. A you ill in thi guid ,

    om granul al o includ oth r granul . Additionally, c rtain granul r quir oth r apr r qui it in th lic n k y. Granul ar group d tog th r to orm lic n k y . U racc right ( rom a curity tandpoint) ar controll d by th sy t m Admini trator.

    All n Bu in R ady Lic n ing it mu t ord r a Foundation Pack, and a it lic n in d d or ach y t m databa d ploy d. Micro o t Dynamic NAV o r t o FoundationPack choic :

    Foundation Pack or th Bu in e ntial edition

    Foundation Pack or th Advanc d Manag m nt edition

    wh n th appropriat Foundation Pack ha b n lic n d, cu tom r can add mor ull-acc concurr nt u r in addition to th u r ho i includ d in th Foundation Pack.Th Foundation Pack d t rmin th typ o additional u r that can b lic n d ith rBu in e ntial or Advanc d Manag m ntbut not both on th am it lic n .

    For mor in ormation about Bu in R ady Lic n ing, pl a vi itp ://mb .m . m/p e u e/p du / v /bu e e d l e g. m

  • 8/7/2019 NAV 5 Quick Reference Guide

    6/48

    Table of Contents

    TABLe OF CONTeNTs

    5 | oUnDation Pack

    7 | UsErs

    8 | inanciaL ManaGEMEnt 6

    8 4 General11 4 Fixed Assets12 4 Cash Management

    | BUsinEss intELLiGEncE anD rEPortinG 6

    13 4 Business Analytics13 4 Microsoft Business SolutionsFRx and Forecaster

    5 | sUPPLy chain ManaGEMEnt (scM) 6

    15 4 Sales and Receivables17 4 Sales Tax17 4 Purchase and Payables18 4 Inventory22 4 Warehouse Management

    2 | ManU actUrinG 6

    23 4 Basic Manufacturing23 4 Agile Manufacturing

    23 4

    Supply Planning24 4 Capacity Planning24 4 Demand Planner

    26 | ProjEct ManaGEMEnt 6

    26 4 Resources26 4 Jobs

    27 | cUstoMEr rELationshiP ManaGEMEnt (crM) 6

    27 4 Sales and Marketing28 4 Service Management

    0 | hUMan rEsoUrcEs ManaGEMEnt (hrM)

    0 | WorksPacE coLLaBoration 6

    30 4 Employee Portal UsersPartial Access Named (minimum 10 users)

    | LanGUaGEs

    4 | con iGUration anD DEVELoPMEnt

    6 | aPPLication oBjEcts

    7 | othEr

    4 | LocaL GranULEs

  • 8/7/2019 NAV 5 Quick Reference Guide

    7/48

  • 8/7/2019 NAV 5 Quick Reference Guide

    8/48

    5

    Foundation Pack 0 Bu e E e l Ed u d P (i lude u e )

    Bu in R ady Lic n ing Bu in e ntial edition i d ign d or compani that n dcor nancial manag m nt and trad unctionality. such unctionality includ Ba icFinancial Manag m nt granul ( uch a G n ral L dg r and Fix d A t ), Ba ic supplyChain Manag m nt, Ba ic sal Manag m nt (sal , Purcha ing, and Inv ntory), and Ba icCon guration and D v lopm nt Tool . Bu in can b n t rom th Bu in e ntialedition and xpand moothly to th Advanc d Manag m nt edition h n th n d or moradvanc d unctionality ari .

    20 adv ed M geme Ed u d P (i lude u e )Bu in R ady Lic n ing Advanc d Manag m nt edition i th pr rr d olution orgro ing midmark t cu tom r ho ar looking or an adaptiv olution ith a broad t o

    unctionality. It includ all Bu in e ntial edition unctionality, plu Bu in Int llig ncand R porting, Manu acturing, Advanc d supply Chain Manag m nt (Bill o Mat rial ,R qui ition Manag m nt), Advanc d Financial Manag m nt (Coll ction, Ca h Manag m nt),Proj ct Manag m nt, and mor .

    40 U l m ed c mp eProvid comp titiv pricing i your bu in n d mor than on company.

    400 U e iD d P w dCr at u r ID and pa ord to limit acc to th in ormation in Micro o t DynamicNAV to l ct d individual . Control acc to th olution and giv all d ignat d u r ullp rmi ion . Th curity atur ar a unction o th Micro o t Dynamic NAV databa .Thi granul can b u d alon or in combination ith th P rmi ion granul .

    4 0 Pe mA ign and limit u r p rmi ion ith thi advanc d and d tail d y t m. Control acc to

    ach tabl , orm, r port, data port, cod unit, XMLport, and m nu unit o Micro o t DynamicNAV. A ign cu tomiz d m nu and indo to u r o ach u r can acc only th

    unction n c ary or hi or h r job.

    4 5 appl se ve ( e)* Application s rv r i r quir d or an n-ti r olution, including U r Portal, Comm rc Portal,and Comm rc Gat ay. each int rnal u r r quir on (1) w b U r to acc th olution

    ith any d vic via th Application s rv r. Any third-party acc through th Applications rv r al o r quir on (1) w b U r p r int rnal u r. exclud d rom thi ar tho Micro o tDynamic NAV product or agr m nt mad xplicitly ith third parti , or hich anoth rtyp o u r xi t . Acc to graphical vi ing i not includ d in th Application s rv r. To

    acc graphic rom Micro o t Dynamic NAV data, a C/FRONT granul i al o r quir d.* On in tanc includ d in th Foundation Pack. Additional in tanc can b purcha d a la cart .

    FOUNDATION PACK

  • 8/7/2019 NAV 5 Quick Reference Guide

    9/48

    520 W d w (i el)A multi-u r olution r quir th rv r to b con gur d. I th olution i lat r mov d toanoth r plat orm, th n rv r mu t b con gur d and th original rv r plat orm ill nolong r b valid.

    To run multipl rv r , you mu t buy multipl lic n . Only on lic n can b u d torun on rv r (databa ) or th purpo o cr ating and maintaining your o n data andaccount . exc ption : You can tart th rv r program v ral tim to conn ct v raln t ork to th am rv r (databa ). You can tart v ral rv r (databa ) at th amtim ith th am lic n or th p ci c purpo o t ting and d v loping.

    20 0 M sQL se ve op (d e lude M sQL se vel e e)A ingl -u r olution and a multi-u r olution r quir Micro o t sQL s rv r con guration.I th olution i lat r mov d to anoth r plat orm, th n rv r mu t b con gur d. Thoriginal rv r plat orm ill no long r b valid.

    To run multipl rv r , you mu t buy multipl lic n . Only on lic n can b u d torun on rv r (databa ) or th purpo o cr ating and maintaining your o n data andaccount . Thi al o includ th Micro o t D ktop edition. exc ption : You can tart th

    rv r program v ral tim to conn ct v ral n t ork to th am rv r (databa ). Youcan tart v ral rv r (databa ) at th am tim ith th am lic n or th p ci cpurpo o t ting and d v loping.

    20 0 M sQL se ve De p E g eMicro o t sQL s rv r D ktop engin i th r di tributabl v r ion o th sQL s rv rr lational databa ngin ith a 2-GB limit.

    2 0 n v 5.xx (Mu be luded w ll ew 5.0 l e e )Thi granul i r quir d or acc to run Micro o t Dynamic NAV r l a 5.0 and high r.

    780 s le pe ple/Pu eK p track o purcha and al p r p r on by a igning purcha r to v ndor and

    al p opl to cu tom r . Purcha r and al p r on ar track d in th V ndor L dg r,Cu tom r L dg r, It m L dg r, Job L dg r, and R ourc L dg r. stati tic ar g n rat dabout individual al p opl and purcha r ba d on thi in ormation, hich can b u d orcalculating commi ion .

    50 0 B a u M gemeManag an unlimit d numb r o bank account in both local and or ign curr nci .

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    10/48

    7

    Users4 0 ull a e BrL BE U eAdd concurr nt, ull-acc u r to th Bu in e ntial edition Foundation Pack.

    420 ull a e BrL aM U eAdd concurr nt, ull-acc u r to th Advanc d Manag m nt edition Foundation Pack.

    2 0 Web U e ( )Provid an int rnal ca ual u r ith acc to th olution via a w b bro r.

    2 20 Web U e (25)Provid acc to 25 mor w b U r o th olution.

    2 0 Web U e ( 00)Provid acc to 100 mor w b U r o th olution.

    UseRs

  • 8/7/2019 NAV 5 Quick Reference Guide

    11/48

    Financial Management GEnEraL

    0 0 B Ge e l Ledge (i lude U e )Thi granul includ all th ba ic unctionality n c ary or tting up a company andpo ting to th g n ral l dg r, chart o account , g n ral journal , VAT aciliti , r curring

    journal , and ourc cod . Al o includ :

    Faciliti or int rnal and xt rnal r porting.

    Approval o al and purcha docum nt .

    Po ting and r porting in your company ba curr ncy.

    Po t and r port in an additional curr ncy ith th addition o th Multipl Curr ncigranul .

    Capability to xport data rom any orm to Micro o t O c word or Micro o t O cexc l u ing tyl h t .

    Capability to link to xt rnal docum nt .

    T o languag U.s. engli h and on oth r.

    s t up al and purcha docum nt archiving.

    020 allAllocat g n ral l dg r ntri to combination o account , d partm nt , and proj ct u ingallocation k y ba d on amount, p rc ntag , or quantity.

    0 0 Budgework ith budg t in g n ral l dg r account . A t r you hav cr at d a budg t, you canprint a balanc that ho varianc to th budg t by p rc ntag . work ith multiplbudg t at on tim . For xampl , ork ith a 100% budg t, a 110% budg t, and o on.Budg t ar g n rally nt r d p r p riod or th r l vant g n ral l dg r account .

    040 a u s eduleArrang nancial r port ba d on th gur in th chart o account and budg t , butu ing a di r nt arrang m nt o nancial gur , t xt , or d tail than in th chart o account . Choo th account you ant to includ (or xclud ), chang th ord r o thaccount , combin gur in variou ay , and t up hich column to print. In addition, youcan mak impl calculation .

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    12/48

    050 c l dCon olidat compani in Micro o t Dynamic NAV. Th compani can com rom onor rom v ral di r nt Micro o t Dynamic NAV databa or oth r l , and you canimport and xport nancial in ormation in thi granul . I data u d i r tri v d rom v ral

    Micro o t Dynamic NAV olution , u thi granul only in th par nt company.

    060 re p b l ce es t up pro t c nt r and/or co t c nt r . A company can ll it m ith p ci c pric andthat ar r lat d to a r pon ibility c nt r. You can ti a u r to a r pon ibility c nt r o thatonly al and purcha docum nt r lat d to th particular u r ar di play d. U r g ta i tanc ith nt ring xtra data, uch a dim n ion and location cod .

    070 B XBrLexport docum nt rom Micro o t Dynamic NAV in XBRL (ext n ibl Bu in R portingLanguag ) ormat and import XBRL taxonomi into Micro o t Dynamic NAV romth Int rn t, -mail, or oth r y t m . XBRL i an XML-ba d p ci cation that uacc pt d nancial r porting tandard ba d on tandardiz d, und rlying data tag . Thgranul includ :

    Capability to map your g n ral l dg r to XBRL taxonomi o that th am XBRLdocum nt in tanc can b u d or variou purpo , ind p nd nt o th ormatr quir d by th r c iv r o th docum nt.

    support or th XBRL 2.0 sp ci cation r l a d by th XBRL Con ortium.

    080 c ge L gLog u r chang mad to Micro o t Dynamic NAV ma t r data. You can log all dir ctmodi cation a u r mak to th data in th databa , xc pt or chang to orkingdocum nt uch a journal , al ord r , and purcha ord r . Th chang log

    unctionality mak it po ibl to g t a chronological li t o all chang to any ld inany tabl ( xc pt tho orking docum nt ju t m ntion d) and to id nti y by u r ID

    ho mad th chang .

    0 0 i e mp P gManag accounting or mor than on company in th am po ting proc . Thcompani can b in th am or in on o v ral di r nt Micro o t Dynamic NAVdataba . You can al o nd docum nt to partn r compani . U r control th docum ntfo through an Inbox/Outbox atur , and tran action ar compl t d a g n ral journaltran action or through r c ivabl and payabl , hich nabl th u o curr nci andcorr ct r conciliation.

    200 B L qu d e* s t up a liquidity progno i o your company. U ing liquidity card , you can achi v a

    compl t hi tory by aving any liquidity progno i you mak . Th tructuring o your liquidityplan tak plac on th ba i o an individual chart o account , o th tructur can b

    FINANCIAL MANAGeMeNT 4 G n ral

  • 8/7/2019 NAV 5 Quick Reference Guide

    13/48

    d v lop d on th ba i o bank account , and r port can b built up on thi tructur . Thliquidity progno i can includ data rom nancial accounting, al and r c ivabl , payabland purcha , and x d a t . Th tran r o op n ntri , ord r , liquid und , budg t ,and plann d inv tm nt o x d a t into th liquidity progno i tak plac by unction.You can:

    D n n utral incom and co t .

    D t rmin th paying habit o cu tom r and v ndor h n computing th liquidityprogno i .

    Cr at r port or liquidity d v lopm nt and liquidity tr nd .

    Account ch dul mak alt rnativ pr paration o your data a y. You can:

    Cr at int rnally u d valuation , uch a a liquidity plan or individual r port , or

    xampl , a computation o liquid l v l. sum up and combin individual account rom th liquidity chart o account in an

    account ch dul to r c iv th valuation you ant.

    D ign and av unlimit d ch dul .

    Automatically calculat balanc , account group , and um h n you pr vi or printa ch dul .

    work ith ormula and t lt r on dat and dim n ion , p ci y hich column

    hould b print d and hat th y hould contain, and xport th ch dul to exc l.* Not availabl in all countri . Pl a ch ck th pric li t.

    2 0 L qu d e a l V ew* D n analy i vi in ord r to analyz liquidity account p r dim n ion. You can updatanaly i vi automatically ith ach tran action or updat th m manually and th n makth data availabl in compr d orm. export analy i vi to exc l a a PivotTabl vi .

    * Not availabl in all countri . Pl a ch ck th pric li t.

    220 B a l l a u g* 2 0 c Budge *

    Manag co t accounting. Admini t r and analyz th ctiv co t o a company ornt rpri . Includ th ollo ing:

    Co t c nt r and co t obj ct accounting.

    Co t typ , co t c nt r , and co t obj ct hich can b tak n ov r rom th g n rall dg r or d n d ind p nd ntly.

    Automatic tran r rom th g n ral l dg r to co t accounting, a ll a th ability tomanually po t int rnal invoic and allocation .

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    14/48

    R occurring po ting .

    support or tatic and dynamic allocation ba d on p rc ntag or according toamount p r har .

    Account ch dul imilar to th g n ral l dg r. D tail d r porting tructur , hichnabl p opl to d n th cop .

    Capability to compar gur to budg t.

    * Not availabl in all countri . Pl a ch ck th pric li t.

    iXED assEts

    5260 B xed a eK p track o x d a t uch a building , machin ry, and quipm nt. You can al o po t

    variou x d-a t tran action : acqui ition , d pr ciation, rit -do n , appr ciation, anddi po al. For ach x d a t, you t up d pr ciation book in hich th m thod and oth rcondition u d or calculating d pr ciation ar d n d. You can t up an unlimit d numb ro d pr ciation book to ati y l gal r quir m nt , and or tax and int rnal accountingpurpo . Thi granul i ll uit d or int rnational compani that n d to u manyd pr ciation m thod .

    5270 i u eK p track o in uranc cov rag and annual in uranc pr mium or your x d a t and

    a ily d t rmin h th r your a t ar und r- or ov r-in ur d. You can attach ach a t toon or mor in uranc polici and al o ind x in uranc amount .

    5280 M e eR cord maint nanc and rvic xp n or ach x d a t. G t th d tail d in ormationyou n d to analyz and mak d ci ion about th r n al and di po al o x d a t . Thigranul int grat ith G n ral L dg r.

    52 0 xed a e allAllocat di r nt p rc ntag o x d a t tran action , uch a acqui ition co t and

    d pr ciation, to di r nt d partm nt or proj ct by u ing allocation k y . U ul or h nv ral d partm nt har a x d a t.

    5 00 re l f * R cla i y a x d a t or part o a x d a t or xampl , rom on d partm nt toanoth r. You can plit on x d a t into v ral x d a t , or combin v ral x d a tinto on x d a t. wh n you n d to di po o on part o a x d a t, you can plit itinto t o a t and th n di po o th appropriat on .

    * Availabl a la cart or Bu in e ntial cu tom r ith Ru ian and spani h

    Micro o t Dynamic NAV lic n .

    FINANCIAL MANAGeMeNT 4 Fix d A t

  • 8/7/2019 NAV 5 Quick Reference Guide

    15/48

    cash ManaGEMEnt

    50 0 B re lR concil your bank account in Micro o tDynamic NAV ith your tat m nt . Apply

    amount rom your bank account l dg r toth r conciliation orm and k p track o allbank tat m nt .

    5020 c e W gG n rat print d ch ck ith uniqu numb r

    ri or ach bank account. You can al ovoid or r print an alr ady print d ch ck, and

    p ci y on th journal lin h th r you antthi paym nt to b mad ith a comput r or amanual ch ck.

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    16/48

    Business Intelligence and Reporting BUsinEss anaLytics

    7020 Bu e a l B e u lAnalyz data rom di r nt application ar a ithin Micro o t Dynamic NAV. Vi data m a uro your choic acro dim n ional mod l . Thi granul includ a t o orm or con gurationo dim n ion and m a ur . A con guration ngin con gur Data Tran ormation s rvic(DTs) packag or data tran r and con gur ch ma or datamart tabl and OLAP cub .You can vi and analyz data ith exc l by conn cting exc l to th OLAP cub .

    702 Bu e a l adv edAdvanc d indo vi r nabl a y analy i and includ a r port rit r, a w b int r ac ,

    and th po ibility o impl data mining.Microso t BUsinEss soLUtions rX anD orEcastEr(Availabl to Canada and U.s. lic n only)

    60 rx De p ( lude De g e U e )* Cr at , launch, vi , and di tribut Micro o t FRx nancial r port , and xport r port outputto OLAP cub or XBRL-in tanc docum nt . R port ar g n rat d on a local ork tationand can b publi h d to FRx w bPort or via -mail. Granul includ R port D ign r, R portLaunch r, and Drilldo n Vi rTM.

    * On FRx u r com ith ach purcha d Bu in R ady Lic n ing u r.

    62 M e e P e l ( lude med u e )* Compl t budg ting and planning olution.

    * On For ca t r u r com ith ach purcha d Bu in R ady Lic n ing u r.

    6 M e e P e l (pe e dd l med u e )Compl t budg ting and planning olution.

    64 M e e P e l U l m ed U e PCompl t budg ting and planning olution.

    66 rx De g e U e ( dd l u e )Cr at , g n rat , vi , di tribut , and manag nancial r port rom your d ktop.

    67 rx De g e U e ( dd l 4 u e )Cr at , g n rat , vi , di tribut , and manag nancial r port rom your d ktop.

    68 rx WebP ( lude 0 WebP u e )Quickly publi h, tor , and manag Micro o t FRx r port and nonMicro o t FRx docum nton a curity- nhanc d w b it .

    BUsINess INTeLLIGeNCe AND RePORTING4 Bu in Analytic

  • 8/7/2019 NAV 5 Quick Reference Guide

    17/48

    6 rx WebP ( dd l bl 0 WebP u e )Thi granul includ an additional block o 10 w bPort u r .

    70 rx rep se ve (f p )

    Automat th production o r port that you run and di tribut on a r gular ba i . sch dulr port to run ov rnight or during o -p ak hour to minimiz th impact on your rv rr ourc .

    7 rx rep se ve (pe dd l p )Automat th production o r port that you run and di tribut on a r gular ba i . sch dulr port to run ov rnight or during o -p ak hour to minimiz th impact on your rv rr ourc .

    72 rx cu e t lAutomatic curr ncy tran lationn d d by compani that do multi-national r porting.Cr at multipl xchang rat tabl u ing Micro o t FRx or acc th xchang rat tablin ormation maintain d in th g n ral l dg r.

    7 rx D lld w V ewe (pe u e )R c iv and r vi d tail d r port on it or o it , ithout acc ing th g n ral l dg r.Inv tigat th origin o any numb r by clicking or drilling do n on a r port ro to accmultipl lay r o d tailall th ay to tran action d tail l v l.

    74 rx rep L u e (pe u e )s l ct a pr d ign d r port, p ci y an output option, and g n rat th r port on d mand.Drill do n to th tran action d tail l v l hil maintaining th ormat and int grity o th original r port d ign. Thi granul i p cially u ul or x cutiv and nancpro ional .

    75 rx rep M geAutomatically produc r port book containing many di r nt typ o docum nt and l ,and pr nt in ormation in a logical, organiz d, and r l vant ay.

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    18/48

    5

    Supply Chain Management (SCM)saLEs anD rEcEiVaBLEs

    260 B re e v bles t up and maintain th cu tom r tabl . Po t al tran action in journal and managr c ivabl ; r gi t r cu tom r and manag r c ivabl u ing g n ral journal . Tog th r

    ith Multipl Curr nci , thi granul can po t al tran action and manag r c ivablin multipl curr nci or ach cu tom r. Ba ic R c ivabl i int grat d ith Ba ic G n ralL dg r and Inv ntory and i r quir d or th con guration o all oth r sal and R c ivablgranul . sal Invoicing i al o r qu ntly u d ith thi granul . Al ay u thi granul

    h n your olution r quir a cu tom r tabl .

    270 s le i v gs t up, po t, and print cu tom r invoic and al cr dit m mo . Thi granul i ullyint grat d ith G n ral L dg r and Inv ntory.

    280 s le o de M gemeManag al quot , blank t al ord r , and al ord r proc . s tting up an invoicdir ctly di r rom tting up a al ord r in hich th quantity availabl i adju t d a

    oon a an amount i nt r d on a al ord r lin . Quantity availabl i not a ct d by aninvoic until th invoic i po t d. U th sal Ord r Manag m nt granul to:

    Manag partial hipm nt .

    ship and invoic parat ly.

    Cr at pr paym nt invoic or th al ord r.

    U quot and blank t ord r in th al pha . (Quot and blank t ord r do nota ct inv ntory gur .)

    2 0 s le i v e D uCalculat invoic di count automatically. s t up any numb r o invoic di count t rm ,including a c rtain minimum amount, di count p rc ntag , and/or a rvic charg . Thdi count i calculat d on th individual it m lin and b com part o th n t um o thinvoic . Calculation can b don in both local and or ign curr nci .

    0 al e ve s p-t s t up hip-to addr or a p ci c cu tom r h n th cu tom r ha multipl invoicingand hip-to addr .

    20 o de P m gCalculat availability and d liv ry dat . Find out i it i po ibl to d liv r on a particular dat ,or calculat a po ibl d liv ry dat ba d on l ad tim or production tim i you hav noinv ntory availabl .

    sUPPLY CHAIN MANAGeMeNT (sCM)4 sal and R c ivabl

  • 8/7/2019 NAV 5 Quick Reference Guide

    19/48

    40 s pp g ages t up multipl hipping ag nt ( or xampl , UPs, DHL, xt rnal carri r , or your o n carri r)and r lat th ir rvic ( xpr , ov rnight, tandard) ith hipping tim . U thi granul

    ith al ord r and tran r ord r .

    50 s le re u o de M geme * Thi granul nabl you to cr at a al r turn ord r, o you can comp n at a cu tom r

    or rong or damag d it m . It m can b r c iv d again t th al r turn ord r. Cr at apartial r turn r c ipt or combin r turn r c ipt on on cr dit m mo. Link al r turn ord r

    ith r plac m nt al ord r .

    * Availabl a la cart or Bu in e ntial cu tom r ith Gr k Micro o t Dynamic NAV lic n .

    60 c le d

    s t up cal ndar ith orking and non- orking day . A ign a ba cal ndar to cu tom r ,v ndor , location , compani , hipping ag nt rvic , and th rvic manag m nt tupand mak chang to ach a n c ary. Cal ndar ntri ill b u d in dat calculationon al ord r , purcha ord r , tran r ord r , production ord r , rvic ord r , andr qui ition and planning ork h t .

    70 s le L e D u gwork ith cu tom r di count that ar ith r cu tom r- p ci c or cu tom r-group- p ci c

    o you can har a di count among v ral cu tom r . N gotiat th di count p rc ntag orach cu tom r or cu tom r di count group.

    80 s le L e P gwork ith al pric that ar ith r cu tom r- p ci c or cu tom r-group- p ci c othat you can har a pric among v ral cu tom r . N gotiat th actual pric ith thcu tom r or cu tom r pric group.

    0 c mp g P gwork ith al pric and al lin di count conn ct d ith p ci c campaign . A t r youhav activat d th pric /di count , any cu tom r or contact r lat d to a company curr ntly

    in a gm nt a ociat d ith a giv n campaign can acc th pric /di count a ociat d iththat campaign. Pric ar valid or th li o th campaign or until you d cid to d activatth m. wh n you cr at a al docum nt or rvic ord r, th campaign pric /di count iinclud d among th pricing r duction availabl h n Micro o t Dynamic NAV choo thpric to r tri v on th lin .

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    20/48

    7

    saLEs taX

    4 0 s le t xCalculat U.s. sal Tax and t up individual tax ar a or ach cu tom r and v ndor. Al o

    nabl you to calculat u tax on th tax. sal tax can al o b calculat d rom th g n ral

    journal lin .

    PUrchasE anD PayaBLEs

    5 0 B P bles t up and maintain a v ndor tabl , po t purcha tran action in journal , and managpayabl . Includ th v ndor tabl and nabl you to g n rat v ndor l dg r ntri u ingg n ral journal . U thi tog th r ith th Multipl Curr nci granul to po t purchatran action and manag payabl in multipl curr nci or ach v ndor. Thi granul ial ay u d i your olution r quir a v ndor tabl . It i int grat d ith G n ral L dg r andInv ntory and r quir d or th con guration o all oth r Purcha and Payabl granul .Purcha Invoicing i al o r qu ntly u d ith thi granul .

    520 Pu e i v gs t up, po t, and print purcha invoic and purcha cr dit m mo . Thi granul iint grat d ith G n ral L dg r and Inv ntory.

    5 0 Pu e o de M gemeManag purcha quot , blank t ord r , and purcha ord r proc . Cr ating a purcha

    ord r di r rom cr ating a purcha invoic dir ctly. Th quantity availabl i adju t d aoon a an amount i nt r d on a purcha ord r lin , but it i not a ct d by a purchainvoic until th invoic i po t d. U thi granul to:

    Manag partial r c ipt .

    R c iv and invoic parat ly and cr at pr paym nt invoic or th purcha ord r.

    U quot and blank t ord r in th purcha pha . (Quot and blank t ord r donot a ct inv ntory gur .)

    540 Pu e i v e D uCalculat invoic di count automatically. Th di count can di r rom v ndor to v ndor ithdi r nt minimum amount (al o in di r nt curr nci ) and di r nt rat , d p nding onth iz o th invoic . Th di count i calculat d on th individual it m lin and b compart o th n t um o th invoic .

    550 requ M gemeAutomat th r qui ition proc . G n rat ugg t d purcha ba d on a vari ty o data,

    uch a minimum and maximum quantiti and r ord r quantiti .

    sUPPLY CHAIN MANAGeMeNT (sCM)4 sal Tax

  • 8/7/2019 NAV 5 Quick Reference Guide

    21/48

    560 al e ve o de add e eManag addr or v ndor ho hav mor than on ord r addr . Th numb r o po ibl ord r addr i unlimit d.

    570 Pu e re u o de M geme * Cr at a purcha r turn ord r in ord r to comp n at your o n company or rong ordamag d it m . It m can th n b pick d rom th purcha r turn ord r. You can tup partial r turn hipm nt or to combin r turn hipm nt in on cr dit m mo and linkpurcha r turn ord r ith r plac m nt purcha ord r .

    * Availabl a la cart or Bu in e ntial cu tom r ith Gr k Micro o t Dynamic NAV lic n .

    580 Pu e L e D u gwork ith v ndor- p ci c purcha di count (th p rc ntag that th v ndor ill giv a

    a di count). with a lin di count, you n gotiat th p rc ntag di count that th v ndorill giv .

    5 0 Pu e L e P gwork ith purcha pric that ar v ndor- p ci c (th pric n gotiat d ith th v ndor).with a purcha pric , you n gotiat th actual pric ith th v ndor.

    770 D p s pmeLink al and purcha ord r , and h n it m ar hipp d dir ctly rom th v ndor,link th m to th cu tom r. Handl it m hipp d dir ct rom v ndor to cu tom r ithout

    manually nt ring inv ntory. Th invoicing proc i not a ct d by drop hipm nt . Thigranul i u ul or bu in that ll it m that ar hipp d dir ctly rom th v ndor to thcu tom r ithout v r b ing plac d in inv ntory.

    inVEntory

    40 0 B i veK p track o it m and pric . s t up ach it m and po t it m tran action in journal . Thigranul includ th Micro o t Dynamic NAV it m tabl , it m ntri , and it m journal .Int grat d ith G n ral L dg r and ith th po ting proc in sal and R c ivabl andPurcha and Payabl , thi granul i r quir d or th con guration o all oth r Inv ntorygranul .

    4040 Mul ple LManag inv ntory in multipl location . Thi granul includ location in plant or production

    aciliti a ll a di tribution c nt r , ar hou , and rvic car .

    4045 s keep g UManag tock-k ping unit (sKU ). Id ntical it m ith th am it m numb r can b

    tor d in di r nt location and manag d individually at ach location. Add co t pric ,r pl ni hm nt, manu acturing in ormation, and o on, ba d on th location.

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    22/48

    4050 al e ve Ve dManag purcha o th am it m rom v ral di r nt v ndor . Cr at alt rnativv ndor and pric in ormation or inv ntory it m . U ul or h n a company ha v ralpo ibl v ndor or th am it m .

    4060 B ll M e lCr at bill o mat rial (BOM ). Br ak do n ni h d good into BOM , hich d cribcon truction , packaging d tail , and oth r product al ay old tog th r. s t up BOM inth it m tabl ith a BOM d cription p ci ying it m , r ourc , quantiti , and o on. Youcan batch job or calculating th dir ct unit co t o th BOM. Thi granul al o upportth building o kit , individual it m that ar group d or packag d tog th r to cr at a

    p cial, ingl it m. BOM or kit can b d n d and a ign d to it m . Kit can b built anddi a mbl d u ing th BOM Journal.

    4065 k g (ve 5.0 l e )* In addition to th kitting atur includ d in th Bill o Mat rial granul , kit can b add dto al ord r , manag d u ing it m tracking, r rv d, and cr at d u ing in tant production.Ord r , pick tick t , packing lip , and invoic can di play kit d tail . Additional r porting ial o provid d or kit margin and availability calculation .

    * Not availabl in all countri . Pl a ch ck th pric li t.

    4 00 L t eTrack inv ntory a it i mov d rom on location to anoth r and account or th valu o inv ntory in tran it and at variou location .

    4 0 i em sub uLink it m ith th am or imilar charact ri tic o that i a cu tom r ord r an it m thati unavailabl , you can o r ub titut it m and avoid lo ing th al . Or, provid an xtra

    rvic to your cu tom r by o ring lo r-co t alt rnativ .

    4 20 i em c re e e eQuickly and pr ci ly id nti y th it m a cu tom r i ord ring on th ba i o it m

    numb r oth r than your o n. Cro -r r nc in ormation rom cu tom r , v ndor , andmanu actur r , a ll a g n ric numb r , univ r al product cod (UPC ), and europ anarticl numb r (eAN ) that can b tor d and a ily acc d.

    4 0 n i emO r it m that ar not part o your inv ntory but that you can ord r rom th v ndor ormanu actur r. such it m ar r gi t r d a non tock it m but oth r i ar tr at d lik anyoth r it m.

    4 40 i em t gManag and track rial and lot numb r . A ign rial or lot numb r manually or automatically,and r c iv and hip multipl quantiti ith rial/lot numb r rom a ingl ord r lin ntry.

    sUPPLY CHAIN MANAGeMeNT (sCM)4 Inv ntory

  • 8/7/2019 NAV 5 Quick Reference Guide

    23/48

    4 50 i em c geManag it m charg . Includ th valu o additional co t compon nt uch a r ight orin uranc into th unit co t or unit pric o an it m.

    4 60 c le c u gManag cycl counting, a ba ic m thod o v ri ying inv ntory r cord data u d to maintainand incr a inv ntory accuracy. s t up cycl counting on th it m or sKU l v l.

    4 70 BOrganiz your ar hou by a igning it m to bin , th mall t unit in th ar houlogical tructur . Bin a ignm nt i don a th it m journal or dir ctly on th docum ntlin (do not apply to ord r lin ).

    4 80 Pu awenabl ar hou ork r to cr at a put a ay rom th r l a d ord r. Put A ay imanag d rom a parat u r int r ac h n r c iving it m in an ord r-by-ord r

    nvironm nt.

    4 0 W e u e re e penabl ar hou ork r to cr at a put a ay rom th r c ipt. war hou R c ipt imanag d rom a parat u r int r ac h n r c iving it m in a multi-ord r nvironm nt.

    4200 Penabl ar hou ork r to cr at a pick rom th r l a d ord r. Pick i manag d rom a

    parat u r int r ac h n hipping it m in an ord r-by-ord r nvironm nt.

    42 0 W e u e s pmeenabl ar hou ork r to cr at a pick rom th hipm nt. war hou shipm nt imanag d rom a parat u r int r ac h n hipping it m in a multi-ord r nvironm nt.

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    24/48

    2

    4220 s d d c W eee ci ntly r vi and updat tandard co t ith thi ork h t. Th tandard co t ork h tprovid a company controll r ith a r liabl and ci nt ay to maintain accurat andup-to-dat inv ntory co t . work ith tandard co t updat th am ay you ork ith an

    exc l pr ad h t but ithin th ram ork o Micro o t Dynamic NAV. B cau it providan ov rvi o th curr nt tandard co t , th ork h t i a conv ni nt plac to pr paror a co t updat ithout th chang having an imm diat ct in th y t m. U ing thork h t, you can:

    Carry out co t updat or both th purcha d compon nt and capacity byu ing di r nt orting crit ria in v ral ork h t imultan ou ly, and th n lat rcon olidat th m into on .

    G t in ormation that can h lp you id nti y and avoid pot ntial rror by imulating thco t o th manu actur d it m du to chang in compon nt and/or capacity u co tand vi ing th ct.

    H lp n ur that you x cut th chang at a giv n dat and that any r valuationr ulting rom co t chang i d alt ith in th y t m.

    42 0 a l repProvid company d ci ion-mak r , p cially tho ith ov rall r pon ibility or al ,purcha , and product port olio manag m nt, ith an ci nt and f xibl ay to g tm aning ul in ormation out o th y t m to in orm day-to-day d ci ion . Built on it m ntri ,thi granul provid a cu tomizabl , analytic vi that nabl p opl to add and combinanaly i obj ct cu tom r , it m , and v ndor according to th ir n d . You can:

    Pr nt gur in both amount and quantiti and compar by p riod a ll aagain t budg t. wh n th gur ar put in a ormula, th y can b com an indicatoro th company p r ormanc .

    Drill do n to locat th cau o probl m .

    Vi al dynamic ; analyz inv ntory turnov r; valuat cu tom r buying b havior;pot tr nd ; r con id r product o ring , pric , and v ndor ; and mak in orm d

    bu in d ci ion .

    4240 i em BudgeMak al and purcha budg t on th cu tom r, v ndor, and it m l v l , and in bothamount and quantiti . Pr par and r cord a al budg t that can rv a input tod ci ion-mak r in oth r op rational ar a , uch a purcha ing and logi tic . D ci ion-mak rgain in ormation about utur xp ct d d mand th y can u or bu in di cu ion ithth cu tom r . A t r budg t ar mad , track th actual al p r ormanc by m an o calculating th varianc . Th ability to mov budg t d gur b t n th y t m and exc lprovid additional f xibility to th budg ting proc .

    sUPPLY CHAIN MANAGeMeNT (sCM)4 Inv ntory

  • 8/7/2019 NAV 5 Quick Reference Guide

    25/48

    WarEhoUsE ManaGEMEnt

    4620 W e u e M geme s emManag it m on a bin l v l. R c iv and put a ay it m in a bin; pick it m rom a binaccording to a put a ay t mplat ; and pick it m ba d on th zon and bin ranking. Mov

    it m b t n bin u ing a r port or optimizing th pac u ag and th picking procor mov it m manually. war hou in truction docum nt ar cr at d or th pick and puta ay proc , hich can b carri d out or al , purcha , tran r , r turn , and productionord r . s rvic Ord r i not includ d. To ctiv ly u thi granul , it i r comm nd dthat you al o purcha th Put A ay, war hou R c ipt, Pick, and war hou shipm ntgranul .

    46 0 i e l P d Pu awCr at pick and put-a ay ord r or int rnal purpo , ithout u ing a ourc docum nt( uch a a purcha ord r or a al ord r). For xampl , pick it m or t ting or put a ayproduction output.

    4640 au m ed D c p u e s emCaptur data automatically. K p data accurat , v n in a h ctic nvironm nt. UApplication s rv r and upport om o th orkfo in war hou Manag m nt sy t mthat nabl ar hou automation.

    4660 B se upea ily t up and maintain your bin by d ning both th layout o your ar hou

    and dim n ion o your rack , column , and h lv ; t up and maintain your planningparam t r by d ning th limitation and charact ri tic o ach bin.

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    26/48

    2

    Manufacturing

    Basic ManU actUrinG

    54 0 P du o deCr at and manag production ord r , and po t con umption and output to th productionord r . A t r you hav cr at d a production ord r, you can calculat n t r quir m nt ba don that production ord r. Production Ord r includ a manual upply panning tool a analt rnativ to automatic planning. Th Ord r Planning indo provid th vi ibility and toolyou n d to manually plan or d mand rom al lin and th n to cr at di r nt typ o

    upply ord r dir ctly.

    5420 P du B ll M e lCr at bill o mat rial and calculat tandard co t. R quir d or con guration o all oth rManu acturing granul .

    aGiLE ManU actUrinG

    54 0 Ve M gemeCr at and manag di r nt v r ion o th manu acturing bill o mat rial and routing . Youmu t purcha th Ba ic Capacity Planning granul b or you can t up multipl v r iono routing .

    5805 ag le M u u gThi granul nabl you to run Agil Manu acturing, supply Planning, and Capacity Planninggranul .

    sUPPLy PLanninG

    58 0 B suppl Pl gPlan mat rial r quir m nt ba d on d mand ith upport or ma t r production ch dulingand mat rial r quir m nt planning. Includ :

    Automatic production ord r and purcha ord r .

    Action m ag or a t and a y balancing o upply and d mand. support orbuck tl and buck t d mat rial r quir m nt planning.

    s tup or it m ith th ir o n r ord ring policy, including r gi tration o h th r th yar manu actur d by or purcha d rom a third party.

    5820 Dem d e gManag d mand or ca ting ba d on it m .

    MANUFACTURING4 Ba ic Manu acturing

  • 8/7/2019 NAV 5 Quick Reference Guide

    27/48

    caPacity PLanninG

    60 0 B c p Pl gAdd capaciti ( ork c nt r ) to th manu acturing proc . s t up routing and u throuting on production ord r and in mat rial r quir m nt planning. Vi load and th ta k

    li t or th capaciti .

    6020 M e ce eAdd machin c nt r a capaciti to th manu acturing proc .

    60 0 e L d gManag nit loading o capacity-con traint r ourc . Mak mor r liabl plan by takingcapacity con traint into account o that no mor ork i a ign d to a ork c nt r thanth capaciti can b xp ct d to x cut during a giv n tim p riod. U d ith th Ord rPromi ing granul , Finit Loading al o nabl th y t m to calculat capabl -to-promi (CTP).

    6040 P du s eduleVi production ord r and capacity loading in an int grat d, graphical Gantt chart.R ch dul op ration by dragging and dropping in a graphical int r ac to updat thr lat d production ord r data. Thi granul do not provid n ch duling unctionality.In t ad, it nabl you to u a graphical int r ac or ta k oth r i don in tabular ormin routing , ta k li t , load indo , and o on. By con olidating xi ting data and unction

    or capacity planning and ch duling in on graphical int r ac , thi granul provid animprov d ov rvi and impli u or di r nt u r rol . Thi granul i targ t d at

    mall r manu acturing compani , o it do not upport th mor advanc d capacityplanning atur uch a Finit Loading, and it i b t uit d or a limit d amount o concurr nt production ord r .

    DEManD PLannEr

    7840 Dem d Pl e 2.0 (ve .6 l e )* Mod l your bu in on multi-dim n ional hi rarchical data. Dim n ion , product , mark t ,and tim corr pond to th main qu tion u d in or ca ting, uch a hat did cu tom rbuy? and ho bought hat and h r ? Thi granul includ th ollo ing:

    Analy i o dim n ion in a many l v l a n d d rom th mo t d tail d l v l( uch a product-cu tom r- k) up to an aggr gat d l v l ( uch a product amily-country-y ar).

    Automatic di tribution o quantiti d n d at a giv n aggr gation l v l do n intomor d tail d quantiti or or ca ting.

    A library o l ct d or ca ting algorithm that can d riv th utur d mand or ca trom th analy i o th pa t data. Th or ca ting algorithm can b appli d to

    v ral bu in cont xt ; th y can g n rat or ca t or tabl or a onal d mand,a ll a account or incr a ing or d cr a ing al tr nd .

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    28/48

    25

    B t- t unctionality that h lp p opl apply po r ul tati tical t chniqu tod mand or ca ting ithout b ing tati tical xp rt .

    Automatic calculation o an a priori timat o th po ibl rror or ach algorithm.

    Filt r to h lp ho only th data o int r t, d n arning to highlight xc ption ,and pr nt data in a graphical ay.

    Collaboration atur that nabl p opl to har or ca t ith xt rnal p opl ucha al , mark ting, and product manag r ; to manag con n u ; and to con olidatth agr d upon plan . each p r on involv d in th proc can r c iv th p ci cpart o th plan that h or h i involv d ith, ork on it u ing exc l, and th n

    ynchroniz modi cation , r p ating th proc a o t n a n c ary to arriv atcon n u . P opl can ork onlin or o fin a n d d.

    * Not availabl in all countri . Pl a ch ck th pric li t.

    MANUFACTURING4 D mand Plann r

  • 8/7/2019 NAV 5 Quick Reference Guide

    29/48

    Project Management rEsoUrcEs

    4260 B re u eK p track o r ourc and pric . R gi t r and ll r ourc , combin r lat d r ourc intoon r ourc group, or track individual r ourc . Divid r ourc into labor and quipm ntand allocat r ourc to a p ci c job in a tim ch dul .

    4270 c p M gemePlan capacity and al , and manag u ag tati tic and pro tability o r ourc . Cr atyour plan in a cal ndar y t m ith th l v l o d tail and or th p riod o tim that youn d. Al o monitor r ourc u ag and g t a compl t ov rvi o your capacity or ach

    r ourc ith in ormation about availability and plann d co t on ord r and quot .

    42 0 Mul ple cManag alt rnativ co t or r ourc and r ourc group . Th co t can b x d or ba don an additional p rc ntag or an additional x d charg . D n a many ork typ a youn d.

    joBs

    45 0 j bK p track o u ag on job and data or invoicing th cu tom r. Manag both x d-pric

    job and tim -and-mat rial job . You can al o:

    Cr at a plan or a job ith multipl ta k and ta k grouping . each ta k can hav abudg t and can b don or hat v r p riod o tim you n d.

    Copy a budg t rom on job to anoth r and t up a job- p ci c pric li t or chargingo it m , r ourc and g n ral l dg r account xp n to th job cu tom r.

    Vi ugg t d work in Progr and R cognition po ting or a job.

    Plan and invoic th job in a curr ncy oth r than th local curr ncy u ing Job tog th rith Multipl Curr nci .

    A ign a p ci c job to a p ci c cu tom r and invoic th job compl t ly or partiallyu ing Job tog th r ith sal Invoicing.

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    30/48

    27

    Customer Relationship Management (CRM)saLEs anD MarkEtinG

    5 0 c M gemeMaintain an ov rvi o your contact , and p r onaliz your approach to th m. R cord yourcontact in ormation or all bu in r lation hip . Thi granul i tightly int grat d ith thsal and R c ivabl application ar a. You can al o:

    sp ci y th individual p opl r lat d to ach contact.

    G t an automatic al rt i you nt r contact in ormation that alr ady xi t ith thduplicat ch ck unction.

    G t a pr ci vi o pro p ct and cu tom r by cat gorizing your contact ba d onpro ling qu tion .

    I u quot to pro p ct or cr at al docum nt or p ci c contact i you havsal Ord r Manag m nt.

    5 20 c cl fsort your contact into cat gori , and automatically cla i y your cu tom r ba d on crit riayou p ci y. For xampl , you can th program group contact in t rm o r v nu .U thi in ormation to targ t contact or your campaign . Divid your cu tom r into ABC

    gm nt and v n u thi granul or rating (a ign th ight o t o qu tion to id nti yth valu o a third qu tion).

    5 0 c mp g M gemeOrganiz campaign ba d on gm nt o your contact that you d n . D n gm ntba d on p ci c crit ria, uch a al , contact pro l , and int raction , and r u xi ting

    gm nt or gm ntation crit ria. U th M rg atur in word (or nd oth r l ormat )to communicat ith th contact in your gm nt. To nd a docum nt to p opl o di r nt nationaliti in th ir nativ languag , u Campaign Manag m nt ith Int raction/Docum nt Manag m nt.

    5 40 opp u M gemeK p track o al opportuniti . s ction your al proc into di r nt tag , and uthi in ormation to g t an ov rvi o and manag your al opportuniti .

    5 50 t M gemeOrganiz th ta k r lat d to your al and mark ting activiti . Cr at to-do li t or your l and a ign ta k to oth r u r or t am o u r . Automatically cr at r curring to-do it mand activiti con i ting o v ral to-do it m .

    CUsTOMeR ReLATIONsHIP MANAGeMeNT (CRM)4 sal and Mark ting

  • 8/7/2019 NAV 5 Quick Reference Guide

    31/48

    5 60 i e /D ume M gemeR cord all th int raction that you hav ith your contact or xampl , t l phon call ,m ting , or l tt r . Attach docum nt to int raction (word, exc l, or .txt l ). You can al oautomatically r cord oth r int raction or xampl , all Micro o t Dynamic NAV docum ntthat you nd to your contact , lik al ord r or quot , can b logg d and r tri v d at alat r tim . By u ing TAPI- (T l phony Application Programming Int r ac ) compliant t l comd vic , you can call a contact by clicking a button on th l ctronic contact card.

    5 70 c ses arch or all in ormation r lat d to a p ci c contact or xampl , an opportunity, anaddr , or comm nt about thi contact. Find in ormation v n h n you dont kno thcorr ct p lling o a contact nam .

    5 80 M l L gg g M Ex ge se ve

    Log all -mail corr pond nc . Log inbound and outbound -mail nt through Micro o tDynamic NAV or Micro o t O c Outlook , and t up th program to log automaticallyor manually in Micro o t Dynamic NAV. Th olution i rv r-ba d and r quir Micro o texchang s rv r (v r ion 5.5, sP 4 or lat r) in ord r or you to k p -mail m ag in th irnatural nvironm nt to a admini tration.

    5 5 ou l cl e i egsynchroniz your to-do it m and your contact in Micro o t Dynamic NAV ith m ting ,ta k , and contact in Outlook. Cr at , updat , canc l, and d l t in on program and, at a

    p ci c tim , ynchroniz rom ithin Outlook. You can al o cu tomiz ynchronization byadding ld or adding n ntiti to b ynchroniz d.

    sErVicE ManaGEMEnt

    5 se v e o de M gemeR gi t r your a t r- al i u including rvic r qu t , rvic du , rvic ord r , andr pair r qu t . s rvic r qu t can b initiat d by th cu tom r or cr at d automaticallyaccording to th t rm in your rvic agr m nt. Data can b nt r d in th rvicord r by a call c nt r mploy or by your r pair hop. You can al o u thi granulto r gi t r ad hoc or on -o rvic ord r . R gi t r and manag quipm nt loan d tocu tom r . G t a compl t hi tory o your rvic ord r and rvic ord r quot throughth s rvic Ord r Log.

    5 2 se v e P e M gemes t up, maintain, and monitor your rvic pric . s t up pric group ba d on di r ntcrit ria uch a th rvic it m (or v ral it m group ), th rvic ta k involv d, or thtyp o ault or a limit d p riod o tim , or or a p ci c cu tom r or curr ncy. D n priccalculation tructur that includ all param t r involv d in providing rvic or xampl ,th part u d, th di r nt ork typ , and th rvic charg . Th y t m automatically

    a ign th corr ct pric tructur to th rvic ord r that match th rvic pric groupcrit ria. You can al o a ign x d pric , minimum pric , or maximum pric to rvic pricgroup and vi tati tic about th pro tability o ach rvic pric group.

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    32/48

    2

    5 2 se v e i em M gemeR cord and k p track o all your rvic it m , including contract in ormation, compon ntmanag m nt, and BOM r r nc and arranty in ormation. U th Tr nd cap Analy i

    atur to vi k y p r ormanc indicator on th rvic it m in a giv n tim ram .

    5 se v e c M gemes t up an agr m nt ith th cu tom r conc rning th rvic l v l to b d liv r d. with thigranul , you can:

    Maintain in ormation on contract hi tory, contract r n al, and contract t mplat .

    Manag arranty d tail on rvic it m and par part .

    R cord d tail on rvic l v l , r pon tim , and di count l v l , a ll a onth rvic hi tory o ach contract, including u d rvic it m and part and labor

    hour . M a ur contract pro tability.

    G n rat contract quot .

    It i r comm nd d that you al o u th s rvic Ord r Manag m nt and s rvic It mManag m nt granul .

    5 4 Pl g d D p gA ign p r onn l to ork ord r . Log d tail uch a ork ord r handling and ork ord r

    tatu . For di patching, manag rvic p r onn l and ld t chnician in ormation and lt raccording to availability, kill , and tock it m . Gain an ov rvi o rvic ta k prioritization,rvic load , and ta k calation .

    0 BrL se v e M geme P geThi provid all th Micro o t Dynamic NAV s rvic Manag m nt granul in on packagat a v ry attractiv pric or a y con guration ith n Bu in R ady Lic n ing packagonly. It includ s rvic Ord r Manag m nt, s rvic Pric Manag m nt, s rvic It mManag m nt, s rvic Contract Manag m nt, and Planning and Di patching.

    CUsTOMeR ReLATIONsHIP MANAGeMeNT (CRM)4 s rvic Manag m nt

  • 8/7/2019 NAV 5 Quick Reference Guide

    33/48

    Human Resources Management (HRM)5760 B hum re u ee ci ntly manag your company human r ourc . Group and track r l vant mployin ormation and organiz mploy data according to di r nt typ o in ormation, ucha xp ri nc , kill , ducation, training, and union m mb r hip. stor p r onal in ormation,track job op ning in your organization, and xtract a li t o candidat or th po ition .K p track o b n t and company it m uch a k y , cr dit card , comput r , and car .ea ily r cord all typ o ab nc in unit o m a ur that you d n , and attach alt rnativaddr and r lativ nam to mploy .

    Workspace Collaboration EMPLoyEE PortaL UsErsPartiaL accEss naMED(MiniMUM 0 UsErs)

    24 0 Empl ee P l U e ( )employ Portal int grat Micro o t Dynamic NAV ith Micro o t windo shar Point and Micro o t O c shar Point s rv r 2007. U ing a ll-kno n w b plat orm, p oplu th portal to acc Micro o t Dynamic NAV data or ba ic ta k ( uch a vi , cr at ,updat , and d l t data) in an a y-to-u , ll-kno n nvironm nt. Th y can vi r port ,

    x cut bu in logic, and p r orm arch dir ctly rom ithin windo shar Points rvic . Th olution ha imilar unctionality to th di continu d Micro o t Bu insolution Navi ion U r Portal.

    Micro o t Dynamic NAV employ Portal includ thr g n ric w b part hich can bcon gur d to di play data dir ctly rom Micro o t Dynamic NAV:

    Th Li t w b part di play data in li t ormat and i id al or di playing a li t o cu tom r , v ndor , or ord r .

    Th Card w b part can di play a mor d tail d vi or xampl , a cu tom r card. Th H ad r/lin w b part di play in ormation lik an ord r.

    employ Portal U r ar old on a p r-nam d-u r ba i , m aning that ach mployacc ing Micro o t Dynamic NAV through th employ Portal mu t purcha a lic n . Uemploy Portal U r or additional purcha and upgrad only, b cau a minimum o 10u r i r quir d. For p r ormanc r a on , an additional Application s rv r i r comm nd dto b u d in conjunction ith employ Portal.

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    34/48

    2420 Empl ee P l U e ( 0)Thi provid acc to 10 additional employ Portal U r . employ Portal U r ar oldon a p r-nam d-u r ba i , m aning that ach mploy acc ing Micro o t Dynamic NAVthrough th employ Portal mu t purcha a lic n . N lic n r quir a minimum o 10

    u r . For p r ormanc r a on , an additional Application s rv r i r comm nd d to b u din conjunction ith employ Portal.

    24 0 Empl ee P l U e (25)Thi provid acc to 25 additional employ Portal U r . employ Portal U r ar oldon a p r-nam d-u r ba i , m aning that ach mploy acc ing Micro o t Dynamic NAVthrough th employ Portal mu t purcha a lic n . N lic n r quir a minimum o 10u r . For p r ormanc r a on , an additional Application s rv r i r comm nd d to b u din conjunction ith employ Portal.

    2440 Empl ee P l U e ( 00)Thi provid acc to 100 additional employ Portal U r . employ Portal U r ar oldon a p r-nam d-u r ba i m aning that ach mploy acc ing Micro o t Dynamic NAVthrough th employ Portal mu t purcha a lic n . N lic n r quir a minimum o 10u r . For p r ormanc r a on , an additional Application s rv r i r comm nd d to b u din conjunction ith employ Portal.

    Languages4020 Mul ple D ume L gu ges t up alt rnativ d cription o your inv ntory it m and print r port in multipl languag( or xampl , you can mak invoic in th r c iv r languag ). D cription can b link d toindividual cu tom r , hich i p cially u ul or al to or ign countri . It can, ho v r,b u ul to cu tomiz th it m d cription v n or dom tic cu tom r . Th alt rnativit m d cription ar automatically l ct d. To u th multipl languag atur , th t xt

    or th alt rnativ languag mu t b in rt d in th r l vant application obj ct .

    480 4 Mul ple L gu ge (E )s itch languag on th cli nt in r al tim , provid d that th languag i availabl in thprogram. Th languag modul can b u d to run multilanguag unctionality.

    IMPORTANT: U r can u thi languag modul only i th p r onal lic n l contain thlanguag granul or th p ci c languag . each languag granul cov r th unctionality

    or only on p ci c languag . For xampl , th Dani h languag modul contain allDani h tring or Dani h unctionality. It do not contain Dani h tring or Fr nch oroth r languag unctionality. For mor in ormation, go to p ://mb .m . m/ p e u e/d w l d / ele e /l gu gem dule m d m v50.

    m?p p ge= l e.

    LANGUAGes

  • 8/7/2019 NAV 5 Quick Reference Guide

    35/48

    L gu ge av l ble M D m naVTh languag ar availabl a a la cart granul or Bu in e ntial and Advanc dManag m nt cu tom r . Con ult th lat t pric li t or d tail and availability.

    L gu ge VeA rikaan

    Albanian

    Arabic Alg ria, Bahrain, egypt, Iraq, Jordan, Ku ait, L banon, Libya, Morocco, Oman, Qatar,saudi Arabia, syria, Tuni ia, U.A.e., Y m n

    Arm nian

    Az ri Cyrillic, Latin

    Ba qu

    B laru ian

    BulgarianCatalan

    Chin Hong Kong, Macau, singapor , Tai an

    Croatian

    Cz ch

    Dani h

    Dutch B lgium, standard

    engli h Au tralia, B liz , Canada, Caribb an, Ir land, Jamaica, N Z aland, Philippin ,south A rica, Trinidad, Unit d Kingdom, Unit d stat , Zimbab

    e tonian

    Fa ro

    Far i

    Finni h

    Fr nch B lgium, Canada, Lux mbourg, Monaco, standard, s itz rland

    G rman Au tria, Li cht n t in, Lux mbourg, standard, s itz rland

    Gr k

    H br

    HindiHungarian

    Ic landic

    Indon ian

    Italian standard, s itz rland

    Japan

    Kazakh

    Konkani

    Kor an

    Latvian

    Lithuanian

  • 8/7/2019 NAV 5 Quick Reference Guide

    36/48

    Malay Brun i Daru alam, Malay ia

    Marathi

    Nor gian Bokmal, Nynor k

    Poli h

    Portugu Brazilian, standard

    Romanian

    Ru ian

    san krit

    s rbian Cyrillic, Latin

    slovakslov nian

    spani h Arg ntina, Bolivia, Chil , Colombia, Co ta Rica, Dominican R public, ecuador,el salvador, Guat mala, Hondura , M xico, Mod rn sor t, Nicaragua, Panama,Paraguay, P ru, Pu rto Rico, Traditional sort, Uruguay, V n zu la

    s ahili

    s di h Finland, standard

    Tamil

    Tatar

    ThaiTurki h

    Ukrainian

    Urdu

    Uzb k Latin, Cyrillic

    Vi tnam

    LANGUAGes

  • 8/7/2019 NAV 5 Quick Reference Guide

    37/48

    Con guration and Development 7 0 rep d D p De g eChang xi ting r port and dataport and cr at 100 n r port obj ct and 100 ndataport obj ct (numb r d rom 50,000 to 50,099). Thi granul provid acc to C/AL(th C/sIDe application languag ) rom r port and dataport u d or d ning p cialcalculation and bu in rul . Cr at n r port rom cratch or copy an xi ting r portto u a a tarting point. ev ry r port in Micro o t Dynamic NAV i cr at d u ing thi tooland can th r or b a ily cu tomiz d. Thi granul nabl you to tak advantag o th

    unctionality includ d or d v lop r in th Navigation Pan D ign r ( or xampl , cr atingn m nu it m ).

    7 20 m De g eChang xi ting orm ( indo di play d on th cr n or data ntry and inquiry) andcr at 100 n orm obj ct (numb r d rom 50,000 to 50,099). Match th data ntry

    cr n ith input data orm or cr at cu tom cr n by u r or ld-l v l curity. Forxampl , you can chang th sal Ord r orm to look lik th ord r pad u d in th ld.

    Or you can cr at a Cu tom r Card orm or ta m mb r ho do not hav acc to thCr dit Limit and Block d ld . Thi granul do not includ acc to C/AL rom orm ,but it do nabl you to tak advantag o th unctionality includ d or d v lop r in thNavigation Pan D ign r ( or xampl , cr ating n m nu it m ).

    7 0 t ble De g e * Chang xi ting tabl d nition and cr at 10 n tabl (numb r d rom 50,000 to50,009). You can chang prop rti on ld , uch a th ld nam , d cimal plac , andmaximum valu , add n ld to xi ting tabl , and cr at n tabl to tor data p ci cto your bu in . Cr at k y or orting in ormation and chang or cr at n Flo Fi ldand Flo Filt r or licing and dicing in ormation in n ay . Thi granul do not includacc to C/AL rom tabl .

    * Includ d in Advanc d Manag m nt; availabl to Bu in e ntial cu tom r a la cart .

    7 40 XMLp De g eCr at n or chang xi ting XMLport obj ct . XMLport D ign r provid acc to C/AL(th C/sIDe application languag ) rom XMLport u d or d ning p cial calculation andbu in rul . ev ry XMLport obj ct in Micro o t Dynamic NAV i cr at d u ing thi tooland can th r or b a ily cu tomiz d. Thi granul nabl you to cr at 100 n XMLportobj ct (numb r d rom 50,000 to 50,099) and to tak advantag o th unctionalityinclud d or d v lop r in th Navigation Pan D ign r ( or xampl , cr ating nm nu it m ).

    7200 appl Bu ldeChang th bu in rul and p cial calculation that ork b hind th c n . Bu in rul

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    38/48

    5

    and p cial calculation ar d n d in C/AL (th C/sIDe application languag ). Although thigranul includ acc to C/AL, it do not p rmit acc to xi ting C/AL cod thatupdat rit -prot ct d tabl ( or xampl , po ting ). with Application Build r, you cancr at ntir ly n ar a o unctionality or your application, nabling you to tailorMicro o t Dynamic NAV to t your ntir organization. It al o nabl you to cr at 100cod unit obj ct (numb r d rom 50,000 to 50,099). You can al o tak advantag o th

    unctionality includ d or d v lop r in th Navigation Pan D ign r ( or xampl , cr atingn m nu it m ).

    7 00 s lu Devel peChang th bu in rul and p cial calculation that ork b hind th c n . Bu in ruland p cial calculation ar d n d in C/AL (th C/sIDe application languag ). Thi granulprovid acc to cod that updat rit -prot ct d tabl to th M rg and Upgrad Tool .You can al o:

    Chang or cr at any obj ct typ .

    U th m nu option Tran lat /export and Tran lat /Import in th Obj ct D ign r.(Th option ar not availabl ith th Application Build r granul .)

    00 640 Devel pe t l s u e a l zeTh D v lop r Toolkit i a coll ction o tool that r duc th tim n d d to g t into th

    tructur o a Micro o t Dynamic NAV databa that i d n d by th obj ct and th irprop rti . Th sourc Analyz r granul i a graphical cro -r r nc tool that provid you

    ith a coll ction o tool to vi and analyz obj ct data rom a Micro o t Dynamic NAVdataba .

    00 650 Devel pe t l c mp e & Me geTh D v lop r Toolkit i a coll ction o tool that r duc th tim n d d to g t intoth tructur o a Micro o t Dynamic NAV databa that i d n d by th obj ct andth ir prop rti . Thi granul giv you acc to th Compar and M rg unctionality o D v lop r Toolkit. Th Compar & M rg Tool i a utility d ign d to h lp partn r andcu tom r to docum nt, compar , upgrad , and maintain modi d cu tom r olution . It canal o b u d or impl m nting or upgrading add-on olution in a modi d cu tom r v r ion.

    CONFIGURATION AND DeVeLOPMeNT

  • 8/7/2019 NAV 5 Quick Reference Guide

    39/48

    Application Objects77 0 t ble (E )Tabl ar th ba i o th data tructur and ar u d to t up and d n th ld that aru d in th application. Application con i t o 5 typ o obj ct . You can acquir additionalobj ct and cr at n unction h n n d or th m ari . Application obj ct ar tor d inth databa , o h n you import n obj ct , th y ar incorporat d into th olution righta ay. Tabl ar th ba i o th data tructur and ar u d to t up and d n th ldthat ar u d in th application.

    8200 t ble ( 0)Lic n in group o 10.

    7800 m (E )Form ar u d to di play ld and data in indo .

    8 00 m ( 00)Lic n in group o 100.

    7 00 rep (E )R port ar u d or all typ o int rnal and xt rnal r porting.

    8400 rep ( 00)

    Lic n in group o 100.

    8000 D p (E )Dataport ar u d to d n importing and xporting o data.

    8500 D p ( 00)Lic n in group o 100.

    8 00 c deu (E )Cod unit ar u d to cod n unction in th application.

    8600 c deu *( 00)Additional group o 100 ar availabl a la cart .

    * On in tanc includ d in th Foundation pack.

    8700 XMLp (E ) (ve 4.0 l e l )You can acquir additional XMLport obj ct and cr at unction h n th n d orth m ari .

    8750 XMLp ( 00) (ve 4.0 l e l )Acquir additional XMLport obj ct and cr at unction h n th n d or th m ari . Thigranul nabl you to cr at 100 XMLport obj ct .

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    40/48

    7

    Other 50 sub d (U l m ed)

    For BRL lic n th so t ar Lic n T rm (sLT) p rmit quali d a liat o th lic n ingcompany to grant y t m acc to mploy o tho a liat , making ub idiary lic n ingr dundant. Pl a r r to th sLT or ull d tail .

    700 c/oDBcenabl you to continu to ork on Micro o t Dynamic NAV data in oth r program that

    upport ODBC or xampl , word, exc l, and Lotu 1-2-3. For ach in tanc o C/ODBC u ,on additional ion i r quir d.

    750 c/ocXenabl you to u C/sIDe a an automation controll r, and to u OCX (Cu tom Control ).Th automation controll r unctionality nabl you to control an application that i anautomation rv r ( or xampl , exc l or word) rom C/AL. In thi ay, you can:

    U exc l a a unction library, or tran r data rom C/sIDe to exc l and g n rat agraph ba d on thi data.

    Cr at a orm l tt r in word dir ctly rom C/sIDe.

    Int grat Outlook ( or xampl , cr at an Outlook contact dir ctly rom a cu tom r

    r cord).C/OCX al o upport non-vi ual OCX . An OCX i a COM obj ct that x cut in proc(that i , it i not a tand-alon program). An OCX could contain, or xampl , a math matical

    unction library or an int r ac to an xt rnal d vic . You can buy third-party control ord v lop your o n in Micro o t Vi ual C++ or Vi ual Ba ic. Thi granul i not r quir d torun obj ct that u OCX or Automation variabl . Thi granul nabl you to:

    Cr at OCX and Automation variabl in any obj ct containing C/AL cod .

    Import obj ct in t xt ormat that contain OCX and Automation variabl .

    800 c/ rontU th C programming languag to mak an xt rnal program unction a a cli nt o aMicro o t Dynamic NAV databa . C/FRONT i a programming int r ac or th Micro o tDynamic NAV databa . C/FRONT nabl you to int grat Micro o t Dynamic NAV

    ith an l ctronic mail y t m. Thi granul can al o b u d ith p ci c olutiond v lop d or Micro o t Dynamic NAV. For ach in tanc o C/FRONT u , on additional

    ion i r quir d.

    OTHeR

  • 8/7/2019 NAV 5 Quick Reference Guide

    41/48

    2000 cl e MR gi t r all communication b t n a cli nt and a rv r in t rm o th communicationb t n th cli nt u ing th tool and th rv r. (Not : Thi do not monitor v rythinghapp ning on th rv r it l .) Cli nt Monitor can b u d by C/AL programm r and/or th

    y t m manag r to analyz communication b cau all databa call ar av d ith d tail din ormation. U ul or p r ormanc tuning.

    2020 Pe D b e L e e (sQL se ve )P r Databa Lic n i r quir d h n you ant to run v ral databa on th amin tanc o sQL s rv r. each databa u it o n lic n l . In ord r to hav mor than ondataba u ing di r nt lic n l , tho lic n l mu t contain thi granul . without it, alldataba on th rv r that do not u th ir o n lic n l u on common lic n l .

    760 Mul ple cu e eManag multipl curr nci throughout th y t m, including payabl and r c ivabl ,g n ral l dg r r port , r ourc and inv ntory it m , and bank account ( h n int grat d

    ith th Ca h Manag m nt granul ). with Multipl Curr nci , you can:

    ent r xchang rat and conv rt curr ncy in ull complianc ith uro l gi lation(including triangulation) in th europ an Mon tary Union (eMU) countri .Triangulation i th r quir d m thod o curr ncy conv r ion during th tran itionalp riod o th uro.

    P r orm curr ncy conv r ion according to xchang rat that ar tor d and

    maintain d in th xchang rat tabl . s t up a curr ncy in th xchang rat tabl and p ci y th ormat o that amount

    ill al ay b ho n in th corr ct ormat on all orm and r port throughout thy t m.

    ent r xchang rat or a dat or or a p riod in th xchang rat tabl .

    Calculat th xchang rat a ociat d ith th dat on th tran action or achconv r ion o a curr ncy amount to a local amount.

    sav hi torical xchang rat in th xchang rat tabl to k p track o fuctuationov r a p riod o tim .

    Tran act bu in in any numb r o curr nci or any cu tom r and v ndor. Forxampl , compani can i u an invoic in on curr ncy and acc pt paym nt or that

    invoic in a di r nt curr ncy.

    Manag curr ncy conv r ion dynamically and h lp n ur ci nt proc ing o xchang rat updat .

    stor d tail o tran action involving r c ivabl and payabl in local and or ign

    curr nci o that aging and r port or r c ivabl and payabl can b print d inlocal or or ign curr ncy.

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    42/48

    U th exchang Rat Adju tm nt option to adju t r c ivabl and payabl and po tunr aliz d gain /lo to th g n ral l dg r. At paym nt, gain /lo ar r aliz d,and corr ponding po ting ar mad in th g n ral l dg r. I you u an additionalr porting curr ncy in th g n ral l dg r, th exchang Rat Adju tm nt option al oadju t th g n ral l dg r according to your tup or ach g n ral l dg r account.

    7 0 iAutomatically r tri v th n c ary data to r port Intra tat in ormation to tati ticauthoriti . Local cu tom authoriti can in orm you h th r your company i obligat d to

    l uch a r port.

    800 Ex e ded texs t up an unlimit d numb r o lin to d crib inv ntory it m , r ourc , and g n rall dg r account . You can t up xt nd d t xt o that an additional d cription i copi d

    automatically onto al or purcha docum nt h n lin ar nt r d. Th d cription canal o b mad dat - n itiv to allo or p cial m ag or a p ci c p riod or xampl ,to communicat c rtain promotional o ring or c rtain arranty condition . You can al o

    p ci y xt nd d t xt or variou languag .

    8 0 j b QueueAutomat rvic or ch dul ta k . For xampl , you can automatically g n rat rviccontract r n al or rvic contract invoic . You can t up th program to automaticallych ck h th r th r ar any batch to b proc d on a p ci c dat .

    4760 B D meAdd t o additional dim n ion to th g n ral l dg r and to any o th oth r l dg r inMicro o t Dynamic NAV or gr at r f xibility h n orking ith analytical tool . You cangiv th t o dim n ion th nam mo t appropriat or your bu in and a ign dim n ioncod to ach tran action that involv a g n ral l dg r account, cu tom r, v ndor, x da t, r ourc , job, or inv ntory it m. In addition, you can d n d ault dim n ion valuand rul or th d ault valu or all account typ (g n ral l dg r, cu tom r, v ndor, it m,and o on) to h lp you a ily add dim n ion to all tran action . Thi granul can b u d incompani that, or xampl , hav v ral proj ct , r gion , or pro t c nt r . You can al o

    u it to: Clo ly analyz proj ct in compani that ork ith proj ct acro d partm nt

    and unction .

    G n rat a tat m nt o op ration or a company car account, h r th individualautomobil ar t up a proj ct .

    e tabli h a ingl account or all company car , v n though a d tail d tat m nt-p r-car i call d or.

    Print a balanc or a giv n d partm nt or proj ct or or combination o th t o.

    OTHeR

  • 8/7/2019 NAV 5 Quick Reference Guide

    43/48

    4780 adv ed D meAdvanc d Dim n ion provid unlimit d dim n ion or u in tran action in all l dg r .You can nam all th dim n ion a mo t appropriat or your bu in . In addition to anunlimit d numb r o dim n ion , thi granul includ advanc d dim n ion unctionality that

    nabl you to t up rul or ho to combin dim n ion and dim n ion valu . Thi h lpyou control th u o dim n ion and incr a th r liability o output ba d on dim n ion .You can al o:

    s t up rul or prioritization o d ault valu and d n dim n ion rul to t yourp ci c bu in .

    s t up and u analy i vi to analyz g n ral l dg r tran action p r dim n ionand combin dim n ion a you ant.

    Includ budg t in ormation in analy i vi , hich i an advanc d ay o analyzing

    data u ing dim n ion . Combin analy i o dim n ion ith th u o account ch dul .

    4770 re c deD n a t o r a on cod that can b a ign d to individual tran action throughout th

    y t m. Thi provid additional u r-d n d audit trail that compl m nt th in ormationalr ady provid d by y t m-a ign d audit trail and po ting d cription . D n r a oncod on journal a ll a on al and purcha h ad r . For xampl , u r a on cod tomark all l dg r ntri mad in conn ction ith th clo ing o th cal y ar.

    0085 0 c mme e G ewAdd tup and manag m nt unctionality or Comm rc Gat ay to Micro o t DynamicNAV. Comm rc Gat ay includ tup o cu tom r , v ndor , and oth r partn r ( tupcon i t o th partn r you ill xchang docum nt ith, and th docum nt th m lv ).Thi granul giv you acc to 20 partn r . A partn r can b a cu tom r, v ndor, or amark tplac . Partn r that ar both a cu tom r and a v ndor count a only on partn r.Th granul includ 16 di r nt XML ch ma : sal : R qu t or Quot , Quot , Ord r,Con rmation, D liv ry Not , Invoic , Cr dit M mo; Purcha : R qu t or Quot , Quot ,Ord r, Con rmation, R c ipt Not , Invoic , Cr dit M mo; Inv ntory: Product Catalog (bothimport and xport).

    008520 c mme e G ew U l m edGain acc to an unlimit d numb r o partn r .

    70 0 Bu e n fAutomatically nd noti cation and al rt ba d on bu in rul and d t rmin dby bu in n d both int rnally in th company and xt rnally to bu in partn r .Noti cation and al rt ar nt via -mail and ar ba d on bu in rul , d t rmin d by

    your bu in n d , and t up ithin your Micro o t Dynamic NAV olution.

    =BE =aM =BE+ =aM+ =BE/aM+ke

  • 8/7/2019 NAV 5 Quick Reference Guide

    44/48

    4

    70 Bu e n f W eeRun v nt in p riodic batch . Includ ix out-o -th -box v nt t mplat that cov r and

    olv common upply chain probl m : Purcha Ord ren ur d liv ry o good ; PurchaOrd rV ndor con rmation not r c iv d; Purcha Ord rGood not r c iv d rom

    v ndor; Production Ord rProduction d lay d; Inv ntoryIt m quantity tatu ; ProductionBOM; and Production BOM VIt m updat d.

    Local GranulesL l G uleMicro o t Dynamic NAV provid num rou granul that upport local bu in procand practic . Th y ar availabl a Additional Compon nt (a la cart granul ) or Bu ine ntial and Advanc d Manag m nt cu tom r . Con ult th lat t pric li t or d tail andavailability or th particular lic n ing packag .

    L l G ule av l ble w M D m naV 5.0(C rtain r gion only)

    G ule numbe L l G ule10010 North Am rican sal Tax

    10060 el ctronic Paym nt (ACH)

    10510 BACs Paym nt

    10630 Nor gian Local Granul Packag

    10720 spani h Local Granul Packag

    10820 Paym nt

    11210 Banking

    11360 B lgian Local Granul Packag

    11538 s i Modul eBPP Int r ac

    11540 s i Modul esR (V r ion 4.00 sP2 or lat r)

    11541 s i Modul For ign Curr ncy GL (V r ion 4.00 sP2 or lat r)

    11542 s i Modul Payroll, incl. Payroll/DTA (V r ion 4.00 sP2 or lat r)

    11543 s i Modul working Hour Manag m nt (V r ion 4.00 sP2 or lat r)

    11544 s i Modul sourc Incom Tax (V r ion 4.00 sP2 or lat r)

    11545 s i Modul DTA (V r ion 4.00 sP2 or lat r)

    11548 s i Modul Quot Manag m nt (V r ion 4.00 sP2 or lat r)

    11549 s i Modul Backlog Manag m nt Purcha (V r ion 4.00 sP2 or lat r)

    11550 s i Modul Backlog Manag m nt sal (V r ion 4.00 sP2 or lat r)

    11551 s i Modul LsV (V r ion 4.00 sP2 or lat r)

    11606 Au tralia Addr Barcoding12110 Bill Manag m nt

    LOCAL GRANULes

  • 8/7/2019 NAV 5 Quick Reference Guide

    45/48

    12150 subcontracting (V r ion 3.70 or lat r)

    12220 Addr Validation

    13430 Finni h Local Granul Packag

    14710 P r onn l

    14810 Payroll16310 L tt r o Cr dit

    16320 Multil v l Authorization & workfo

    16330 Advanc d Production subcontracting

    16710 Ba ic Analytical L dg r

    16720 Product Co ting

    17010 Ba ic Ch ck & Promi ory Not

    17210 Tax Accounting

    17310 Tax D rral98010 Micro o t sQL s r v r 2005 standard Runtim edition (engli h) U r

    98020 Micro o t sQL s r v r 2005 standard Runtim edition (Fr nch) U r

    98030 Micro o t sQL s r v r 2005 standard Runtim edition (G rman) U r

    98040 Micro o t sQL s r v r 2005 standard Runtim edition (Italian) U r

    98050 Micro o t sQL s r v r 2005 standard Runtim edition (spani h) U r

    98060 Micro o t sQL s r v r 2005 ent rpri Runtim edition (engli h) U r

    98070 Micro o t sQL s r v r 2005 ent rpri Runtim edition (Fr nch) U r

    98080 Micro o t sQL s r v r 2005 ent rpri Runtim edition (G rman) U r

    98090 Micro o t sQL s r v r 2005 ent rpri Runtim edition (Italian) U r

    98100 Micro o t sQL s r v r 2005 ent rpri Runtim edition (spani h) U r

    5000010 Co t Accounting Pack t (Ba ic, Di tribution, Budg t)

    5000020 Ba ic Co t Accounting

    5000030 Co t Accounting Allocation

    5000040 Co t Accounting Budg t

    5000050 Proj ct Accounting Pack t (Ba ic, Allocation, Budg t)

    5000060 Ba ic Proj ct Accounting

    5000070 Proj ct Accounting Allocation

    5000080 Proj ct Accounting Plan

    5000095 Co t Accounting Analy i

    5001910 el ctronic Paym nt

    5001920 For ign Paym nt sy t m

    5005150 Payabl I u d D liv ry R mind r

    5005190 Inv ntoryPhy ical Inv ntory Docum nt

    5005200 Advanc d Docum nt Manag m nt

    11000010 Ba ic T l banking11000020 T l bankingImport Bank Account stat m nt

  • 8/7/2019 NAV 5 Quick Reference Guide

    46/48

    4

    15000030 R mittanc BBs

    15000080 OCR GiroPo t Bank n

    15000090 salary sy t m int grationBa ic

    15000100 salary sy t m int gration1 to 49 mploy

    15000110 salary sy t m int gration50 to 199 mploy15000120 salary sy t m int grationUnlimit d numb r o mploy

    15000130 salary sy t m int gration Huldt & Lill vik

    15000140 salary sy t m int grationHogia windo Lnn

    15000160 R p ating Ord r

    31000030 R c ivabl Cart ra

    31000040 Payabl Cart ra

    34001110 Localization Colombia

    34001120 Payroll Colombia35000020 Brazilian G n ral Functionality, Fi cal Book

    35000030 Brazilian sal Tax Manag m nt

    35000040 Brazilian Purcha Tax Manag m nt

    35000050 Brazilian Manu acturing Co t

    LOCAL GRANULes

  • 8/7/2019 NAV 5 Quick Reference Guide

    47/48

    Notes

  • 8/7/2019 NAV 5 Quick Reference Guide

    48/48