Rich functionality

Realise your business' full potential with Dynamics 123, based on Microsoft Dynamics NAV 2015, and hosted on the cloud. Dependent on which package you choose you will benefit from some or all of the following features, this isn't an exhaustive list!

 

Next, build your solution to select the package you need

 

  • Business and
    financial management
  • Warehouse
    management
  • Production and
    Manufacturing
  • Project
    Management
  • Sales and
    Marketing
  • Service
    management

 

Business software

 

Human Resources
Group and track employee information and organise data according to different types of information, such as experience, skills, education, training and union membership. Store personal information, track job vacancies, track benefits and absences.

 

Bank account management
Create, operate and manage multiple bank accounts for catering to your diverse business needs and across different currencies.

 

Cash flow forecasting
Provides a prediction of how a company’s liquidity will evolve over time. Consisting of cash receipts and cash disbursements (money you expect to receive and the cash you expect to pay out) – plus the liquid funds you have available.

 

Cheque writing
Generate computer printed cheques with unique number series for each bank account. Specify on the payment journal line whether you want this payment to be made with a computer or manual cheque.

 

Financial reporting
Management of period, year end and VAT. Allows you to generate trial balances, P&L accounts and balance sheets. Import and export data to and from Microsoft Excel.

 

 

Business management software

 

Cost accounting
Provides an efficient way to control the company’s costs by providing visibility and insight into budgeted and actual costs of operations, departments, products and projects. Cost accounting synchronises cost information with the general ledger and then allocates that information to different costs centres and cost objects.

 

Sales line discounting
Manage flexible item price discount structures that differentiate between special agreements with individual customers and customer groups and are conditioned by such parameters as minimum quantity, unit of measure, currency, item variant and time period.

 

Shipping agents
Set up multiple shipping agents and relate their services with shipping time.

 

Purchase return order management
Create a purchase return order, so you can compensate your own company for wrong or damaged items.

 

Microsoft Office 365 online
Office delivers the tools to get work done. Office 365 keeps itself up to date, so you always have the latest features of Word, Excel, PowerPoint, and more.

 

General ledger
Includes all the basic functionality necessary for setting up a company and posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals, and source codes.

 

Accounts Payable
Keep track of your supplier details, previous orders and payments.

 

Accounts Receivable
Keep track of customer details and trading terms, delivery details, previous orders and payments.

 

Budgets
Work with budgets in general ledger accounts. After you have created a budget, you can print a balance that shows variance by percentage. Work with multiple budgets at one time. Budgets are generally entered per period for the relevant general ledger accounts.

 

Bank account reconciliation
Import bank statement data from electronic files sent from your bank. Reconcile your bank statement data automatically to open bank account ledger entries and keep track of all bank statements.

 

Fixed assets
Keep track of fixed assets such as buildings, machinery and equipment. You can also post various fixed-asset transactions: acquisitions, depreciation, write-downs, appreciation and disposal. You can set up an unlimited number of depreciation books to satisfy legal requirements, and for tax and internal accounting purposes.

 

Inter-company postings
Manage accounting for more than one company in the same posting process. You can also send documents to partner companies.

 

Business and financial management

 

Sales order management
Manage sales quotes, blanket sales orders and sales order processes. Manage partial shipments, ship and invoice separately, create pre-payment invoices for the sales order and use quotes and blanket orders in the sales phase.

 

Sales return order management
Create a sales return order, so you can compensate customer for wrong or damaged items.

 

Purchase order management
Manage purchase quotes, blanket orders and purchase order processes. Manage partial receipts, receive and invoice separately and create prepayment invoices for the purchase order, use quotes and blanket orders in the purchase phase.

 

Drop shipments
Handle order shipments directly from the vendor to the customer without having to physically stock items in your inventory, while still keeping track of order costs and profit.

 

Warehouse management

 

Location transfers
Track inventory as it is moved from one location to another and account for the value of inventory in transit and at various locations.

 

Item tracking
Manage and track serial and lot numbers. Assign serial or lot numbers manually or automatically, and receive and ship multiple quantities with serial/lot numbers from a single order line entry.

 

Bin
Organise your warehouse by assigning items to bins. Bin assignment is done as the item journals or directly on the document lines.

 

Location transfer

 

Pick
Enable warehouse workers to create a pick from the released order. Pick is managed from a separate user interface when shipping items in an order-by-order environment.

 

Put Away
Enable warehouse workers to put away from the released order.

 

Internal picks and put-aways
Create pick and put-away orders for internal purposes, without using a source document.

 

Automated Data Capture
Keep data accurate, even in a hectic environment.

 

Inventory management
Set up items that you carry in your stock and specify their unit of measures, costing method, inventory posting group, unit cost and price and other properties. Post item transactions, such as sales, purchase, negative and positive adjustments from item journals.

 

Multiple locations
Manage inventory in multiple locations that may represent a production plant, distribution centre, warehouse, show room, retail outlet etc.

 

Assembly management
Specify a list of sellable items, raw materials, sub-assemblies and/or resources, as Assembly Bill of Materials that comprises a finished item or a kit.

 

Item substitutions
Link items with the same or similar characteristics so that if a customer orders an item that is unavailable, you can offer substitute items and avoid losing a sale.

 

Item charges
Include the value of additional cost components such as freight or insurance into the unit cost or price of an item.

 

Bin set up
Easily set up and maintain your bins by defining both the layout of your warehouse and dimensions of your racks, columns and shelves.

 

Storage management

 

Warehouse management
Manage items on a bin level. Receive and put-away items in a bin; pick items from a bin according to a put-away template; and pick items based on the zone and bin ranking.

 

Cycle counting
Manage cycle counting, a basic method of verifying inventory record data used to maintain and increase inventory accuracy. Set up cycle counting on the item or SKU level.

 

Production and manufacturing software

 

Supply planning
Plan material requirements based on demand with support for master production scheduling and materials requirements planning.

 

Production Bill of Materials
Create bills of materials (BOMs) and calculate standard cost.

 

Production Orders
Create and manage production orders, and post consumption and output to the production orders. You can calculate net requirements based on that production order. 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.

 

Version management
Create and manage different versions of the manufacturing BOM and routings.

 

Finite loading
Taking capacity constraints into account so that no more work is assigned to a work centre than the capacities can be expected to execute during a given time period.

 

Project management software

 

Project management resources
Keep track of resources and prices. Register and sell resources, combine related resources into a resource group, or track individual resources.

 

Capacity management
Plan capacity and sales, and manage usage statistics and profitability of resources.

 

Multiple costs
Manage alternative costs for resources and resource groups.

 

Jobs
Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.

 

 

Marketing and Sales growth

 

Campaign management
Define segments based on specific criteria, such as sales, contact profiles and interactions and reuse existing segments or segmentation criteria. Use the merge feature in Word to communicate with the targets in your segment.

 

Contact management
Maintain an overview of your contacts, and personalise your approach to them.

 

Task management
Organise the tasks related to your sales and marketing activities. Create to-do lists for yourself and assign tasks to other users or teams of users.

 

Outlook client integration
Synchronise your to-do items and your contacts in Dynamics 123, with meetings, tasks and contacts in Outlook.

 

Contact classification
Sort your contacts into categories and automatically classify your customers based on specified criteria. Use this information to target contacts for your campaigns.

 

Opportunity management
Keep track of sales opportunities. Section your sales processes into different stages and use this to manage your sales pipeline and activities.

 

Service management

 

Service contract management
Set up an agreement with the customer concerning the service level to be delivered. Maintain information on contract history, renewal and templates. Manage warranty details on service items and spare parts. Record performance against SLAs and contract profitability. Generate contract quotes.

 

Service order management
Register your after-sales issues including service requests, services due, service orders and repair requests. Register and manage equipment loaned to customers. Service requests can be initiated by the customer or created automatically. Data can be entered in the service orders by a call centre employee or repair shop engineer.

 

Service item management
Record and keep track of all your service items, including contract information, component management and BOM reference and warranty information.

 

 

 

 

 

 

Planning and dispatching
Gain an overview of service task priorities, service loads and task escalations.  Assign personnel to work orders.  Manage service personnel and field service technician information and filter according to availability, skills and stock items for dispatching.

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