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Microsoft dynamics NAV as a premier ERP Solution.
Q Solution Teamwww.que-solutions.com
Prepared by : Isra’a Abu Rumman
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Motivation"Customers can scream but inventory can't." Longer planning lead times help to ensure that jobs get finished in time, Also, since the lead times are often longer than what the customer will tolerate, forecasts must be used.
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AGENDA
• Orders Processing.• Planning and Forecasting.• Multiple views for Item availability .• Manufacturing Solution.• BOM & Capacity Management.• Reporting tools.
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Orders Processing
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Purchase Order Management• Manage partial receipts.• Receive and invoice separately and create
prepayment• invoices for the purchase order.• Use quotes and blanket orders in the purchase
phase. (Quotes and blanket orders don’t affect
inventory figures.)• Create a purchase return order in order to
compensate your own company for wrong or damaged items.
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Sales Order Management• Manage partial shipments.• Ship and invoice separately.• Create prepayment invoices for the sales
order.• Use quotes and blanket orders in the sales
phase. (Quotes and blanket orders do not
affect inventory figures.)
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Production Orders• Create and manage production orders, and
post consumption and output to the production orders. Production Orders includes a manual supply planning tool as an alternative to automatic planning.
• The Order Planning window provides the visibility and tools you need to manually plan for demand from sales lines and then to create different types of supply orders directly.
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Planning &
Forecasting
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Sales Budget
Production Forecast
Actual Demand(Sales/
Components needed)
Netting
ManufacturingPlan
MPS MRP Availability
Supply Planning Capabilities inMicrosoft Dynamics NAV 2015
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Sales/ Purchase Budgets• Make sales and purchase budgets on the customer,
vendor, and item levels, and in both amounts and quantities that can serve as input to decision makers in other operational areas, such as purchasing and logistics.
• The ability to move budgeted figures between the system and Excel provides additional flexibility to the budgeting process.
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After budgets are made, track the actual sales performance by means of calculating the variance.
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Demand Forecasting- Production Forecast• Manage demand forecasting based on
items.
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Supply Planning in Dynamics NAVPlan material requirements based on demand with support for master production scheduling (MPS) and materials requirements planning (MRP). Includes: Automatic production orders and purchase orders. Action messages for fast and easy balancing of
supply and demand. Support for bucket less and bucketed MRP
Setup for items with their own reordering policy, including registration of whether they are manufactured by or purchased from a third party.
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Sales Orders
Sales Foreca
st
On-Hand
Inventory
Item Planning Paramete
rs
Request Plan to be Calculated
New Change Qty
Resched. & Chg.
Qty.
Reschedule Cancel
AcceptMessage?
Planned Production Order Created
Qty Changed
on existing Planned
Production Order
Reschedule Due
Date on existing Planned
Production Order
Reschedule Due
Date and change Qty on
existing Planned
Production Order
Cancel an
existing Planned Production Order
AcceptMessage?
AcceptMessage?
AcceptMessage?
AcceptMessage?
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Requisition Management Generate optimal suggestions for replenishing inventory
through purchases and transfers based on the item’s current and future demand and availability as well as a variety of planning parameters, such as minimum and maximum quantities and reorder quantities.
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Alternatively, use the Order Planning – a simplified supply planning tool that enables you to plan supply for all types of demand in an order-by-order fashion, with no considerations for optimization.
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Order Promising• Promise accurate order shipment and
delivery dates to customers as based on item current and future availability.
• When items are not available to meet a customer’s requested delivery date, calculate the earliest shipment date as either an available to promise date that is based on upcoming uncommitted supply or a capable-to-promise date - a date when items can become available should they be replenished.
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Multiple views for Item
availability
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Display a graphical overview of the planning impact and allow the user to change the plan using drag and drop, prior to executing on the plan.
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Item Availability by Period
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Item Availability by BOM Level
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Manufacturing
Solutions
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Production Bill of Materials• Create bills of materials and calculate standard
cost. Required for configuration of all other Manufacturing granules.
• Set up calendars with working and non-working days. Assign a base calendar to customers ,vendors, locations, companies, shipping agent services, and the service management setup and make changes to each as necessary.
• Calendar entries will be used in date calculations on sales orders, purchase orders, transfer orders, production orders, service orders, and requisition and planning worksheets.
Calendars
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Capacity Planning• Add capacities (work centers & machine
centers) to the manufacturing process. • Set up routings and use these routings on
production orders and in material requirements planning.
• View loads and the task list for the capacities.
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Production Orders
• Create and manage production orders, and post consumption and output to the production orders. Production Orders includes a manual supply planning tool as an alternative to automatic planning.
• The Order Planning window provides the visibility and tools you need to manually plan for demand from sales lines and then to create different types of supply orders directly.
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The worksheet is a convenient place to prepare for a cost update without the changes having an immediate effect in the system.
Standard Cost Worksheet
The standard cost worksheet provides a company’s controllers with a reliable and efficient way to maintain accurate & up-to-date inventory costs.
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Reporting Tool
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Put your people in command of your business.Provide better access to better information, and you will empower your people to control your future.
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Dynamics NAV - Look & Feel
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Item Reports
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Customer Reports
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Production Report
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Report Designer• Use Microsoft word as a layout editing option
for document report.• You can use as many tenant-specific
customization as needed stored in business data base . And end user can control which layout for given report in a solution is the active one
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THANK U