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Presented at Intergen's Dynamics Day '11
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Derek Lamb & Dave Roys 10 August 2011
Streamlining Operations with NAV Add-ons
Streamlining Operations with NAV Add-ons
Why add-ons?
Procurement
Document Management
Advanced Purchase Approvals
Allocations
Intergen Dynamics NAV Extensions
Stratus Web based Client
Summary
Agenda
Why Add-ons?
Streamlining Operations with NAV Add-ons
Retail Public Sector
Service Industries
Wholesale/ Distribution
Manufacturing
Financial Management Supply Chain Management Reporting and Business Intelligence
Human Resources Management Interoperability and Productivity Sales and Marketing
Other
Procurement
Streamlining Operations with NAV Add-ons
Electronic Document Management
Potentially reduce data
input Reduce carbon footprint
SharePoint integration
Inland Revenue allows electronic copies of
invoices to be kept instead of physical
Improve the efficiency of the document
approval processes.
Reduce the costs of filing, indexing,
storing and retrieving information.
Streamlining Operations with NAV Add-ons
INTRODUCTIONS Potential Solutions USE NAV LINKS FEATURE
Documents manually saved to windows folder or SharePoint
STORE ELECTRONIC DOCUMENTS
Emails, PDF’s etc.
SCANNING USING BAR CODES
Allows for Bulk scanning
OPTICAL CHARACTER RECOGNITION (OCR)
Data extraction & input
Indexing of document allows searching on unstructured data
Advanced Purchase Approvals
Streamlining Operations with NAV Add-ons
STANDARD NAV APPROVALS
NAV approval comparison
Document total approval
Single Approver
Financial Approvers only
No support for tolerances
Single routing per user
Basic Workflow and
notifications
INTERGEN ADVANCED APPROVALS
Line, document and annual
budget level
Multiple approvers
Non Financial approvers
optional
Tolerances can be set by
percentage or amount
Routing and permissions by
GL account, Dimension,
Item, etc.
Workflow and email
notifications
Streamlining Operations with NAV Add-ons
Demo Scenario Process flow
Capture Purchase Requests
Create Purchase Orders within NAV
Submit Purchase Orders for Approval
Approval Requests Approved/Redirected
/Declined
Post Invoices within Tolerance
Receipt Purchase Order
Streamlining Operations with NAV Add-ons
Setup Approvers & Delegated Authority
Approver Setup has
three levels
Approval Roles
Permissions Approvers Identity
Dimension restrictions
High level permissions
Approval Roles
Streamlining Operations with NAV Add-ons
Setup Approvers & Delegated Authority Approver Setup has
three levels
Approval Roles
Permissions Approvers
Approval limits by line
Approval limits by document
Annual approval limits
Restrictions by:
Item
G/L Account
Dimensions
Job
Posting Group
Approval Permissions
Streamlining Operations with NAV Add-ons
Setup Approvers & Delegated Authority Approver Setup has
three levels
Approval Roles
Permissions Approvers
Identity (User Name)
E-mail Address
Approval Roles and associated Permissions
Dates
Approvers
Streamlining Operations with NAV Add-ons
Purchase Requests created
Purchase Requisitions in portal
Purchase Orders in NAV
Approvers assigned
Lines submitted
Approvers Capture Purchase
Requests
Streamlining Operations with NAV Add-ons
Submit orders for Approval
Assign Approvers (per line)
Submit for approval
Email Generated
Approvers
Submit Purchase Orders for Approval
Streamlining Operations with NAV Add-ons
Approval
Approver notified
Opens Approval screen
Can:
Approve
Redirect
Reject
Approvers
Approval Requests Approved/Redirected
/Declined
Streamlining Operations with NAV Add-ons
Invoicing
Amendments can be made within tolerances
If outside tolerances needs to be reapproved
Changes to G/L accounts, items and Dimensions can be stopped
Approvers
Amend Approved POs within Tolerance
Advanced Allocations
Streamlining Operations with NAV Add-ons
Allocations
Intercompany reallocations
Target market is Customers performing
reallocation of direct costs.
Actual or Budget
ROI to customers is very high as currently performed
in Excel Powerful rules engine
allows calculations to be based on other parts of the system
Creates new transactions as opposed to a simple reporting solution
Streamlining Operations with NAV Add-ons
Allocation Rules
Source
Calculation
Target
Streamlining Operations with NAV Add-ons
Allocation Sequence
Dynamics NAV Extensions (DNE)
Streamlining Operations with NAV Add-ons
Dynamics NAV Extensions (DNE)
Built from learning's from working with
customers
Pack of standard enhancements
Benefit to customer is more
value than individual
development
Existing customers - many Process for adding new
features
Streamlining Operations with NAV Add-ons
Import Journal entries from
Excel
Budget Filters on Account
Schedules
Customer Ageing available on
Customer Card
One-Time Vendors
E-mailing of Purchase Orders
Account Schedule Report (more
columns)
EFT Remittance Advice
DNE Features
GST Statement
Purchasing of Resources
Bank Reconciliation Reconcile
(Tick)
Table Dimensions
Excelerate (Server-side Excel
handling for RTC)
Email Customer Statement
SMTP Mail Enhancements
DNE Demo - Emails
Do you have ideas for the DNE?
Multi-device NAV Client Demo
Stratus Web Client Available 15th September 2011 iPad, iPhone, Windows Phone 7 clients coming later.
Questions
Thank you