Streamlining Operations with NAV Add-ons The document discusses how add-ons can streamline operations in Microsoft Dynamics NAV. It covers procurement add-ons like document management and advanced purchase approvals. Other topics include allocation tools, Dynamics NAV Extensions (DNE) which provides standard enhancements, and the Stratus web-based client for multi-device access to NAV. A demo is provided of the advanced purchase approval process and DNE email functionality. Attendees are asked for ideas to contribute to further developing the DNE.

1. Streamlining Operations
with NAV Add-ons
Derek Lamb & Dave Roys
10 August 2011

2. Streamlining Operations with NAV Add-ons
Agenda
 Why add-ons?
 Procurement
 Document Management
 Advanced Purchase Approvals
 Allocations
 Intergen Dynamics NAV Extensions
 Stratus Web based Client
 Summary

3. Why Add-ons?

4. Streamlining Operations with NAV Add-ons
Wholesale/ Service
Manufacturing
Distribution Industries
Public Sector Retail Other
Financial Management Reporting and Business Intelligence Supply Chain Management
Sales and Marketing Human Resources Management Interoperability and Productivity

5. Procurement

6. Streamlining Operations with NAV Add-ons
Electronic Document Management
Potentially
reduce data
Reduce carbon input SharePoint
footprint integration
Inland Revenue allows
electronic copies of
invoices to be kept instead
of physical
Improve the efficiency
Reduce the costs of filing, of the document
indexing, approval processes.
storing and retrieving
information.

7. Streamlining Operations with NAV Add-ons
Potential Solutions
INTRODUCTIONS
USE NAV LINKS FEATURE
 Documents manually saved to windows folder or SharePoint
STORE ELECTRONIC DOCUMENTS
 Emails, PDF’s etc.
SCANNING USING BAR CODES
 Allows for Bulk scanning
OPTICAL CHARACTER RECOGNITION (OCR)
 Data extraction & input
 Indexing of document allows searching on unstructured data

8. Advanced Purchase Approvals

9. Streamlining Operations with NAV Add-ons
NAV approval comparison
STANDARD NAV APPROVALS INTERGEN ADVANCED APPROVALS
 Document total approval  Line, document and annual
 Single Approver budget level
 Financial Approvers only  Multiple approvers
 No support for tolerances  Non Financial approvers
optional
 Single routing per user
 Tolerances can be set by
 Basic Workflow and
percentage or amount
notifications
 Routing and permissions by
GL account, Dimension,
Item, etc.
 Workflow and email
notifications

10. Streamlining Operations with NAV Add-ons
Demo Scenario Process flow
Create Purchase
Orders within NAV
Capture Purchase
Requests Submit Purchase Orders
for Approval
Post Invoices
within Tolerance
Approval Requests
Receipt Purchase Approved/Redirected
Order /Declined

11. Streamlining Operations with NAV Add-ons
Setup Approvers & Delegated Authority
Approver
Approval Roles Approval
Setup has Roles
Permissions Approvers
 Identity
three levels
 Dimension restrictions
 High level permissions

12. Streamlining Operations with NAV Add-ons
Setup Approvers & Delegated Authority
Approver
Approval
Setup has Roles
Permissions Approvers
three levels
Approval Permissions
 Approval limits by line
 Approval limits by document
 Annual approval limits
 Restrictions by:
 Item
 G/L Account
 Dimensions
 Job
 Posting Group

13. Streamlining Operations with NAV Add-ons
Setup Approvers & Delegated Authority
Approver
Approval
Setup has Roles
Permissions Approvers
three levels
Approvers
 Identity (User Name)
 E-mail Address
 Approval Roles and associated
Permissions
 Dates

14. Streamlining Operations with NAV Add-ons
Purchase Requests created Capture Purchase
Approvers Requests
 Purchase Requisitions in portal
 Purchase Orders in NAV
 Approvers assigned
 Lines submitted

15. Streamlining Operations with NAV Add-ons
Submit orders for Approval
Submit Purchase Orders
for Approval
Approvers
 Assign Approvers (per line)
 Submit for approval
 Email Generated

16. Streamlining Operations with NAV Add-ons
Approval Approval Requests
Approved/Redirected
/Declined
Approvers
 Approver notified
 Opens Approval screen
 Can:
 Approve
 Redirect
 Reject

17. Streamlining Operations with NAV Add-ons
Invoicing Amend Approved
POs within
Tolerance
Approvers
 Amendments can be made
within tolerances
 If outside tolerances needs to be
reapproved
 Changes to G/L accounts, items
and Dimensions can be stopped

18. Advanced Allocations

19. Streamlining Operations with NAV Add-ons
Allocations
Target market is Intercompany
Customers reallocations
performing Actual or Budget
reallocation of direct
costs.
ROI to customers is very
high as currently performed
in Excel
Powerful rules engine
allows calculations to
Creates new transactions as be based on other
opposed to a simple parts of the system
reporting solution

20. Streamlining Operations with NAV Add-ons
Allocation Rules
Source
Calculation
Target

21. Streamlining Operations with NAV Add-ons
Allocation Sequence

22. Dynamics NAV Extensions
(DNE)

23. Streamlining Operations with NAV Add-ons
Dynamics NAV Extensions (DNE)
Benefit to
customer is more
value than
Pack of standard individual
enhancements development
Built from
learning's from
working with
customers
Existing customers -
Process for adding new many
features

24. Streamlining Operations with NAV Add-ons
DNE Features
 Import Journal entries from  GST Statement
Excel  Purchasing of Resources
 Budget Filters on Account  Bank Reconciliation Reconcile
Schedules (Tick)
 Customer Ageing available on  Table Dimensions
Customer Card
 Excelerate (Server-side Excel
 One-Time Vendors handling for RTC)
 E-mailing of Purchase Orders  Email Customer Statement
 Account Schedule Report (more  SMTP Mail Enhancements
columns)
 EFT Remittance Advice

25. DNE Demo - Emails

26. Do you have ideas for the DNE?

27. Multi-device NAV Client Demo

28. Stratus
Web Client Available 15th
September 2011
iPad, iPhone,
Windows Phone 7
clients coming later.

29. Questions

30. Thank you