Overview of the Vox Vertical Accelerator Jan. 2017

Transcription

1 Overview of the Vox Vertical Accelerator Jan Vox Vertical Accelerator helps organizations implement integrated solutions more quickly based on common industry configuration decisions. They are designed to deliver core industry application processes, reduce implementation times, costs and risks, for customers in specific vertical industries The enhancements are broken down into these 4 categories 1. Configuration Work I. Data Entry for typical Canadian Mfg./Distribution II. Data Migration Tools III. Screen Changes IV. Security V. Report Form Changes VI. SOP s, Videos 2. Management Reports I. SSRS Reports II. BI/SQL Views 3. Web Service Applications (Time Entry, graphical scheduling) 4. Usability enhancements to base functionality that every Distributor wants.

2 Software Bill of Material Vox Accelerators Sales Quote Sales Order Acknowledgement Sales Invoice Sales Shipment (Pack List) Sales Credit memo Sales Proforma Invoice Shipping Label Bill of Lading (Shipping) Purchase Quote Purchase Order Purchase Credit memo Purchase Invoice , Receiving Label Service Dispatch Pack List Production Order (Job Card) Archive Sales Quote Archive Sales Order Archive Purchase Quote Archive Purchase Order Financial statement: monthly Balance Sheet Financial statement: monthly Income Statement Processing Reports Import Job Planning Lines Import Job Tasks Import Prod Order components Job Shipping - resources LTR Reports - needs transactions from LTR Employee - Labels barcode Employee Atendance Report Employee Summarized Hours Employee Roll Call Vox Employee Statistics Report Vox Work Order Statistics Vox Indirect Tasks Summary Vox Work Center Stat Vox Offsite Task Summary Vox Indirect Tasks Detailed Vox Offsite Task Detailed Vox Indirect Task Bar Code Vox Offsite Task Bar Code Vox Work Centre Bar Code Vox Grace time Report Lists Sales Order: Line List Posted Invoices: Line list Posted Shipments: Line List Purchase Order:Line List Posted Receipt: Line List Posted Purchase Invoice: Line List Flow Fields Vendor Name on Payment Journal (page 256) Vendor/Customer Name on GL Entry (page 20) Customization Purchase to Prod Order Over Receive Order 'On Hold' Long Description (Items) Long Description (Resources) Item Specifications Production Order: change status of Operations (closed - reopen) Production Order: copy existing order to new Production Order: report partial completion Accept Action messages on Planning Worksheet Released Production Orders (9326) - change status on multiple orders selected Firm Planned Prod. Orders (9325) - change status on multiple as selected Production Order Sequencer Extensions Container function Quality Measures Auto-assign Lot numbers Auto-select Bins/Lots Labour Reporting

3 Starter Database and Standard Forms Pre-configured Starter Database - Taxes - Currencies - Provinces - Countries - Posting Groups Forms - 8 Standard Forms (order acknowledgement, purchase order, invoice, quote, purchase order, cheque, pack list)

4 Optimized Screens and Enhanced Security Roles Streamline/Optimized Screens and Workflow - Sales Quote - Sales Order - Purchase Order - Warehouse Receipt - Warehouse Shipment - Sales Invoice - Production Order Enhanced Security Roles - Manufacturing - Accounting light/heavy (AR/AP) - Purchasing light/heavy - Supply Chain

5 Jet Express (Excel and Word) Jet Reports Excel Jet Reports Word Zetadocs These solutions are free from Microsoft but require installation

6 Shop Floor Data Collection with Time and Attendance 3 Easy Ways to Collect Shop Floor Data in Paperless Time Entry- Enter data using keyboard and mouse or touch screen drop down intuitive menus from your desktop and GO PAPERLESS. 2D Wireless Handheld Devices - GO PAPERLESS enter data directly from device (i.e. phone/tablets) anywhere on the shop floor Barcoding wedge 2D scanners - GO PAPERLESS and recycle your old PC s with USB or wireless plug and play devices

7 What is the benefit of real-time reporting Capture Accurate Data- Realtime data allows you to identify what is going well and what could be improved, changed and rectified. Rectify issues quickly- When issues ore problems arise, you will be notified and can quickly fix the problem while is it still relevant, not the end of the month Process Improvement- Analysis of the data allows you to make dramatic and continuous improvements (better costing, better quoting, improve utilization, training, etc.)

8 Time & Attendance Shifts, Breaks, Grace Periods 1. Setup the Shift, Shift Period and Rotation 2. Setup the standard clock in and out periods and whether breaks are paid or require clock in/out 3. Setup the grace periods at the beginning and end of the shift to allow for rounding up or down. 4. Configurable rules for paying your staff.

9 Export to Payroll Payroll 1) Connected to ADP and Ceridian at no charge 2) Connected to PayMate integrated to NAV

10 Paperless data collection Collection Methods 1. Touch Screen 2. Manual Entry 3. Look ups 4. Barcode

11 Employee Labour Tracking Employee Labour Tracking (NAV does not have this out of the box) Multiple Machine reporting (pro-rating hours) like Visual Mfg. Un-manned or lights out machine reporting

12 Manufacturing Operational Reports Manufacturing SSRS Reports Employee Roll-call - Employee Statistic - Up-time/down-time - Indirect Statistics - Work Center Efficiency/Utilization - Shipping Performance - Vendor Performance - Shipping Availability - Production Availability - Job Costing 3 levels - Inventory Inquiry - Invoice Inquiry - Order inquiry - AR - AP - Job Status 2 levels - Dispatch/Schedule - Purchase Order Advice - Flash Report (multi-department) - Received not invoiced

13 Business Intelligence 112 Sql Views powering 5 Business Intelligence Cubes Sales, Finance, Job Costing, Supply Chain, Manufacturing

14 Drag and Drop Scheduling Graphical Scheduling Boards

15 Sequencer Logic for Scheduling Sequencer logic added for forward scheduling logic (similar to Visual)

16 Drag and Drop Scheduling for Tablet Drag and Drop Dispatch List App Okuma Kuraki Puma Mazak

17 Status Changes Ability to change the status from Finished back to In-progress

18 Labels Labels for inbound and outbound shipments: Receiving labels: originating in the Purchase Receipt process can be printed on standard ¼ page labels using a standard printer we suggest red labels for product that requires inspection and green labels for product that is released to production. Shipping labels: originating in the Shipping process can be printed on a standard office printer often we find that certain customers have special requirements whereas other customers would use your default label we have the ability to print several formats.

19 Import BOM Importing data from CAD: Production Bill of Material upload: we have the ability to upload your CAD parts list into NAV s production bill of material. This feature uses Excel and uploads to NAV s built-in edits to ensuring data is clean.

20 Movement App Item Movement App > Scans product barcodes to move (ie. Truck Inventory)

21 Long Descriptions and Specifications Long Descriptions and specifications: when standard NAV descriptions of 50 characters are just not enough. We have developed functions that manufacturing companies need to communicate with customers, suppliers and manufacturing floor; these include: Item Long Description: a feature which allows a 250 character description of Items that can be optionally printed on outward facing reports such as Order Acknowledgements, Packing Lists, Invoices, Purchase Orders. The Long description automatically truncates to the first 50 characters and populates NAV s standard Item description and is used system wide in a plethora of reports. Resource Long Description: a similar feature to the Item Long Description for a better definition of the Resources Sales [Item] Specification: a very large description that is associated to Sales items and can be optionally printed on Sales documents this feature is used to detail sales related information about the Item, examples: features list, safety requirements, limits and exclusions, The feature uses most Word functions and can be pasted into. Purchasing [Item] Specification: similar to Sales Specifications except that it is associated to Purchased items and can be optionally printed on Purchase documents this feature is used to detail purchase information to your suppliers, examples: tolerances, must-haves, packaging, Manufacturing [Item] Specification: similar to Sales and Purchasing Specification except they are intended for Manufacturing use usually used for handling, special characteristics, safety documentation.

22 Direct Purchase/Quote to Production Order Purchase Items to a Production Order directly: from the Production Order we can create a Purchase Order that can be actioned and received into inventory. Bypasses the need for the material planning processes.

23 Work Order Traveller Work Order Traveller similar to Visual Mfg. 1 page with both materials and labor separate page breaks for each subassembly

24 Bulk Accept Messages in Planning Worksheets Accept Action messages on Planning Worksheet: standard NAV requires a checkbox to accept a suggested action (Production Order, Purchase Order, Transfer Order) and in a normal Manufacturing plant this could be a very long list. We have developed functionality to filter on specific attributes and with a click you can select or deselect the Action messages.

25 Bulk status changes on production orders Change status on selected Production Orders: standard NAV requires that you change status on Orders one-at-atime, this can be a very long list and a very tedious task. We have developed functionality to change status on either a filtered list or a selected list.

26 What s Included with our Solution Sales Order On Hold : we have developed functionality that can place a Sales Order on hold while administration takes its course. An order on hold cannot be shipped; however cash receipts can still be recorded on the customer and other orders can be shipped to same customer. Examples: weather sensitive shipments can be placed on hold until a favourable forecast is in sight, entry papers not in place, requires special handling equipment,.

27 Over/Under Receive and Ship Over/under receive Purchase Orders: we have developed functionality that permits over or under receiving a PO. The function records the original Purchase quantity and uses actual received as the inventory update. Metrics can be developed to rank vendor by their ability to deliver as ordered.

28 Copy Production Order Production Order copy: standard NAV does not have a copy feature for Production Orders we created a function.

29 Partial Completion Reporting Reporting partial completion: this feature triggers consumption based on a partial receipt.

30 Search Lists Transaction Lists: the era of reports is quickly disappearing, a well filtered list can be the equivalent of many hard coded reports replacing the need for formal reports with lists that can interrogated or exported to Excel or Word. We have added several transactional lists which are viewable, filterable, exportable and up-to-date. Included in our additional lists are: Sales Order Lines Posted Sales Invoice Lines Posted Sales Shipment Lines Purchase Order Lines Posted Purchase Receipt Lines Posted Purchase Invoice Lines

31 Flow Field Improvements Improved references on table views: we have added detail to several table views are not exposed in standard NAV. These data use the concept of flow fields which really means the information we are associating is contained in another table which would normally not be accessible in the same view, for instance an account reference would typically be related to a Vendor No or Customer No and to find out the name you would have to go to another view we have made the link for you. We have added this feature to many views. examples include: Vendor name on accounting transactions (payment journal) Vendor or customer name on general ledger transactions Vendor Name

32 CRM Project Module

33 Bill in Foreign Currency but Cost in Canadian on Jobs

34 Pre-configured Data Migration Packages/Spreadsheets

35 SOP s and Videos Vox ISM provides your company with 89 standard operating procedures written in an ISO 9001 format Vox ISM provides reference guides and recommendations to the best customer source courses provided by Microsoft Vox ISM provides your company with quick links to the best YouTube videos on the internet

36 Implementation/Customer Service Portal Vox ISM is excited to have rolled out its second generation Customer Portal. Our Portal is a webbased extranet designed to give our customers real-time, mobile, secure access into their project. Within the Portal, customers can create their own project related cases/issues, review their implementation schedules and milestones, and request immediate help. The Vox ISM Portal delivers project control and convenience to each of our customers desktops or mobile devices.