ERP and Dynamics NAV experience

1. 1
ERP and Microsoft Dynamics Nav experience
- June 2003 - first contact with Microsoft Navision, part in the
implementation team in Badotherm.
o description of informational system on Power Point, including
reports, analyses views
o learning about informational system into an ERP Software and
Microsoft Navision 5.0
o learning about tables, reporting, lists, cards, setups, modules
o working with modules in Microsoft Navision:
• Complete Finance Module
• Complete Sales Module – from sales order, shipments, sales
invoice, to EDI intercompany
• Complete Purchases Module – from sales order to requisition
worksheet, purchase order and purchase invoice to EDI
intercompany
• Complete Warehouse Module – from value entry and item
ledger entry to G/L ledger entry tables
• Manufacturing – working and defining of BOM’s, Routings,
direct and overhead costs, work centers and cost centers …
- September 2004 Implementation of Microsoft Navision 5.0

2. 2
- October 2004 - start working at company level:
o description of needs,
o payment terms, fixed assets classes and subclasses, items codification
grups… defining series and No. Series
o preparing the databases (G/L accounts, customers, vendors, stocks,
fixed assets, various debtor/creditors…) for importing into
Microsoft Navision 5.0
o defining of General Business Posting Groups, General Prod Posting
Groups, General Posting Setup, Inventory Posting Groups, Inventory
Posting Setup, Inventory Locations, Vendors / Customers Posting
Groups, VAT Posting Groups And Setup, FA Posting Groups …
o defining of Dimensions with IT department, defining Account
Schedules and Analysis by Dimensions
o importing all the data into Microsoft Navision 5.0
o defining procedures in order to start working
o defining reports based on needs in Romania
o choosing of Average Cost from all stocks evaluation methods and
adjust cost
o defining cost centers and initial calculation for direct and overhead
tariffs, and initialization for all workcenters
o consultancy to the employees and description of the procedures
o working in parallel with present system
o defining new reports with IT department
o currency translations and work with different currencies
o analyses of postings into G/L

3. 3
- 2005 preparing the system to work individual and consultancy to all the
employees in order to use Microsoft Navision 5.0
- 2005 – 2012 effective work:
• evaluation behavior and
• link value entries – item ledger entries,
• cost posted to G/L from cost, if is actual or expected,
• and behavior for big amounts at production orders level…
- June 2012 Preparing to upgrade to Microsoft Nav 2009:
o Analyses by dimensions;
o Account schedules (PL, balances, Romanian reports)
o updating reports and defining reports based on needs
o Analyses stocks
o Analyses allocation in production for direct and overhead costs by
link G/L – value entries – routings (setup times and runtimes) -
capacity ledger entries - workcenter’s costcenter tariffs
o Intrastat based on customer/item sales and vendor item purchases,
quantity explosion of BOM report
o Various analyses, accounting, financial
o Fixed Assets disposals, appreciations, sales, purchases, changes in
classes and depreciation method based on law changes
o Purchases Credit Memo’s behavior and anomalies
o Quarterly updating of workcenter’s direct and overhead tariffs based
on capacity ledger entry report data
o Importing from Microsoft Navision 5.0
o Working with roles and defining standard roles
o Reconsidering for General Business Posting Groups, General Prod
Posting Groups, General Posting Setup, Inventory Posting Groups,
Inventory Posting Setup and Inventory Locations
o Reconsidering default currency code
o Consultancy for employees

4. 4
- July 2012 start working with Microsoft Nav 2009:
• Working with views based on needs
• Upgrading Home page to needs
• Customization of Navigation Pane
• Working with fact boxes
• Customization of actions, reports and action panes…
o Personalization at user level at role level:
o All current activities as in Microsoft Navision 5.0
o Analyses and working with excel pivots and reports based exports
from Nav 2009