Foundation Pack (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with 49 great features all in one FOB

Size: px

Start display at page:

Download "Foundation Pack (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with 49 great features all in one FOB"

Phebe Strickland
6 years ago
Views:

1 Foundation Pack (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with 49 great features all in one FOB Help our environment Do not print this document Why Foundation Pack from Cost Control Software? Executive Summary Repetitive programming - is not cost effective Foundation Pack eliminates the disadvantages of using database.fdb : Expected features are discovered missing by the client as they start to implement. They used to have them in their old software. Reseller then programs the shortfall to keep the client happy Client gets 10 expensive features instead of the 40 features they would have had it they had purchased Foundation Pack. The cost to customize the 10 features is much greater than the cost of getting all 40 features up front. Each client has 10 different features, but not the same features. Inconsistency of databases delivered makes a challenge for the implementation team. Consistent database for implementers and upgrades Implementers will have consistent features for all clients Implementers can train more confidently Implementers don t have to deal with the client s disappointment when a client discovers the features they expected are not there. RIM Company Dataset One Template Company with 80 tables pre-filled with needed setup data. Backup RIM Co, Rename, and Restore for multiple company installations. Saves on valuable technician s time P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 1

2 Pre configured Database for quicker start Microsoft releases a database, and then delivers service packs, hot fixes and security data separately and periodically. To configure a database correctly you need to get the last released database and add the service packs, hot fixes, and security data. This is very time consuming. Foundation Pack will have current service packs, hot fixes, and security data pre-installed. Foundation Pack will have additional Security Roles. Bring the best possible database to the client NOW Microsoft discovers the missing features too, but it takes them 2 to 3 years to respond to client needs. We have consistently seen Cost Control Software s Foundation Pack features turn up in Microsoft new releases. In an effort to bring the best possible product to the client NOW, Foundation Pack delivers the needed features TODAY. Reports Pack The best Add-on for Foundation Pack Includes the 36 most requested reports and documents Use the pre-formatted Documents for Sales Quotes, Work Orders, Invoices, Purchase Orders, Credit Memos, and Order Confirmations right out of the Cost Control box vs. spending hours formatting each document. Don t blow the implementation budget on designing Documents. Clients just don t understand why formatting an Invoice takes so many hours. Summary Did you know that database preparation typically takes 20 to 40 hours? What should a reseller adjust prior to delivering a database to a new client? This document lists 48 improvements to the NAV database that will make for a better start. Let us do the work for you; we have one ready to go to the client site right now. We have enhancements to Role Centers, Fact Boxes, Report Links and Placements, improved menu design, improved screen layouts, optimized Lists and Cards, and new Charts all combine for a 100% better user kick off. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 2

3 The retail price is only $1,700, not the $6,000 to $10,000 it could take to build it from scratch. This document lists the 48 valuable features contained in this one database. Please allocate about 1 to 2 hours to watch the movies, read this document, and test our Demo Foundation Database (if you have it.) Start your next Dynamics NAV 2009 RTC installation with the following valuable foundation features: This document contains the following major sections: 1. Two New Small Business Role Centers 2. Financials 3. Cash Management 4. Sales 5. Purchases 6. Inventory 7. Resources 8. New Reports 9. Administration / Setup 10. Global Improvements 11. CCSI s RIM Data pre-installed (optional) Please view these videos to help you learn more about Foundation Pack. Follow along with this Study Guide as you watch our learning: 1. 3 Role Center Options (11 min) 2. Financials, Cash Management, Sales (15 min) 3. Purchases, Inventory, Resources, Admin (19 min) For more information please contact: (317) P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 3

Small Business Role Centers 1. Two (2) additional Small Business Role Centers have been added to the Role Centers provided by Microsoft. The base product comes with 21 predefined Role Centers.

4 Small Business Role Centers 1. Two (2) additional Small Business Role Centers have been added to the Role Centers provided by Microsoft. The base product comes with 21 predefined Role Centers. (RTC only) Think of these like Shortcuts. A. Classic Menu Role Center (SUPER user role center) B. Multi-Role Center (Easy access to other role centers) Classic Menu Role Center for the SUPER Role P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 4

$Multi-Role Center Menu (Access to all the Roles from this one RC) P:\Click Here$

5 Multi-Role Center Menu (Access to all the Roles from this one RC) P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 5

$Role Center P:\Click Here for Movies$ $and Information\Sales$

6 Multi-Role Center Menu Classic Menu Role Center P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 6

7 Classic Menu Activities: P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 7

$P:\Click Here for Movies and Information\Sales$

8 Classic Role Center Reports Top 15 Reports Enhanced the Actions with Report Selections P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 8

$corrected so the data foots out: P:\Click Here for Movies and$

9 Listen to this embedded movie to assist your learning: Financials, Cash Management, Sales Financials 2. Sample Data Improvement: Assets = Liability + Equity NAV 2009 GL Data has been corrected so the data foots out: P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 9

$Tip: Arrange your Net Change and Balance at Date as follows for better usability: P:\Click$

10 Tip: Arrange your Net Change and Balance at Date as follows for better usability: P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 10

11 Cash Management 3. Cash Receipts Journal w/ new Customer Check Total. This makes it easier to verify the deposit ticket matches the screen. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 11

$) P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV$

12 Sales 4. Customer Card, Sales, Added Invoices for a Quick Invoice launch. 5. To save you time, we added Customer Order Status directly from the Customer Menu on the Customer Card. (quicker access.) P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 12

$Sales Order List: Added Status and Amount P:\Click$

13 6. Added Balance Due to the Customer List for a quick view. 7. Sales Order List: Added Status and Amount P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 13

$P:\Click Here for Movies and$

14 8. Option to block print of Shipper or Receiver on Post & Print in S&R or P&P Setup. 9. Improved the sequence of the Dates on the Sales Order Lines. See sample below. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 14

15 10. Lock Left Column effect on Lines (Classic) will be replaced by Freeze Pane in NAV 2009 RTC. 11. To assist with GL Posting Information we have added the Posting Description to the Sales Order Header for easy editing. This will be transferred to the Customer Ledger Entries to help identify the invoices. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 15

16 12. Shipping tolerance: Set Tolerance factors on your SO Shipping. 13. To assist with Document Tracking we have added Posting Description and Your Reference to the Sales Order Header. 14. Your Reference is now also sent to the Customer Ledger Entries for reference and reporting. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 16

$Actions: P:\Click Here for$ $Information\Sales$

17 15. Sales Line History has been added to the Line Actions: P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 17

$P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV 2009 - Feature List.$

18 16. From a Sales Quote you can Make Order. We have added an option to go to the order now. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 18

17. This Posting Date on the document line (V50SP1) enables you to quickly view recent Customer s Sales directly from the Customer Card or from the Sales Order Card.

19 17. This Posting Date on the document line (V50SP1) enables you to quickly view recent Customer s Sales directly from the Customer Card or from the Sales Order Card. Notice that the history is at the detail level not a summary level. Note: This Sales History is also available directly from Quotes or Sales Orders. Quick Access to Customer s Sales History: P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 19

$P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV 2009 -$

20 Watch this embedded movie to assist with your learning: Purchases, Inventory, Resources, Admin 18. Vendor List with Balance($): Purchases 18. Vendor Card, Purchases, added Invoices to enable quick access to Vendor Invoices. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 20

$P:\Click Here for Movies and Information\Sales$

21 19. Purchase Order List: Added Status and Amount 20. A field Default COA has been added on the Vendor Card. This is active for Line Type = GL Account. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 21

21. AP Payment Journal with Don t Pay Flag and new Vendor Totals. How to Use: First do the Suggest vendor payments. Then see the totals at the bottom per Vendor.

22 21. AP Payment Journal with Don t Pay Flag and new Vendor Totals. How to Use: First do the Suggest vendor payments. Then see the totals at the bottom per Vendor. When attempting to make adjustments for what you intend to pay, sort of a "What if" capability, you check the "Don't Pay" field, i.e. if I don't pay this invoice. You can put it back by un-checking the line. (You can t if you delete the line) When you change the flag the totals adjust at the bottom for the total payables as well as per vendor. When you have finalized your decisions, then filter the lines where the don't pay flag is checked and highlight and delete them. The remaining lines are what you intend to pay. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 22

23 22. Line Comments on the Purchasing Side has been enhanced to let the user decide if a PO comment is to actually print on the PO in the line comment section. Please order our Reports Pack to create a more professional looking PO. 23. Purchase Order Document (and 5 other Purchase Documents) has been enhanced to honor the above Boolean fields. (We recommend you purchase the Reports Pack for an enhanced Purchase Order Document) P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 23

$This is a real time saver for a Purchasing Agent: P:\Click Here for Movies and Information\Sales$

24 24. From the Vendor Card you can lookup recent purchases or access this information from the Purchase Order Card. (Same as Customer Card picture) 25. Similar function on the Purchase Order Lines. Line, Purchase History pops up a list of purchases for that line time. This is a real time saver for a Purchasing Agent: P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 24

25 26. Receiving Tolerance. Control your Over/Under Receiving by setting a Tolerance factor. 27. Track PO Original Qty vs. User Changes to the Quantity Field. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 25

$P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV 2009 - Feature$

26 28. Purchase Order Receiving Expedite the receiving process with this special form. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 26

$Journal, and more P:\Click Here for Movies and Information\Sales Ideas\Foundation$

27 Inventory 29. Inventory has been added to the Main Menu. This is a much more logical location and easier access to the many Inventory choices. 30. Journal Totals improved: Requisition Worksheet, Planning Worksheet, Payment Journal, and more P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 27

31. Physical Inventory Journal Improved the calculation routine in the Physical Inventory worksheet. There is a new option to enable bringing in items without Ledger Entries.

Journal Select the Calculate Inventory Process: See new options to select: Include Items without Ledger: This will allow the system to Pick up new items that Don t have any ledger trans- Action yet.

28 31. Physical Inventory Journal Improved the calculation routine in the Physical Inventory worksheet. There is a new option to enable bringing in items without Ledger Entries. ( Items Not on Inventory ) Ideal for entering your beginning inventory balances for new Dynamics NAV users. Double click on the Batch Name to get to the Phys. Journal Select the Calculate Inventory Process: See new options to select: Include Items without Ledger: This will allow the system to Pick up new items that Don t have any ledger trans- Action yet. Zero Out Phys. Qty. Column: Std functionality is to default In the Phys. Count Qty the same As the calculated qty. Some end users prefer to have that come in blank. Then when they fill it in they know which ones they have entered. Disregard Indirect %: If you have an indirect % value on the item card, this value is brought into the journal. When you post the journal with an indirect %, the cost is increased by that percentage. Checking this will stop indirect costs being added to the posting. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 28

29 The Gen. Bus. Posting Group: The Gen. Bus. Posting Group field comes in blank on a Phys. Journal entry. When posting the journal, the system will be looking for the GL accounts associated with a Blank (Gen. Bus. Posting Group) and the Gen. Product Posting Group. If you wish to redirect the postings to different accounts then enter a Gen. Bus. Posting Group here and the journal lines will come in with that value. When posting the journal, it will be using the value in the Gen. Bus. Posting Group with the Gen. Product Posting Group. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 29

$P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV 2009 -$

30 32. Item Card, General Tab, Added Supply Side and Demand Side Info w/ Net Avail. 33. Item Card and Item List, Sales, Added History and Credit Memos to quickly launch a new form that shows to whom you have sold this item to in the past. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 30

$P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack$

31 34. Item Card, Purchases, and Added History and Credit Memos to launch a new form with the details of item purchases. You can see whom and when you have purchased this item in the past. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 31

$Measure. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV 2009 - Feature List.$

32 35. Item s Unit of Measure has been enhanced to show the cost and price in the alternative Unit of Measure. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 32

$(Options for Printing are also supported with Defaults Setup.) P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV 2009 - Feature List.$

33 36. Line Comments capabilities are better utilized with Extended Text. You can now control WHERE the extended text is populated: Regular Line or Line Comment. (Options for Printing are also supported with Defaults Setup.) P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 33

$NAV 2009 Resource Card w/ new FactBoxes: P:\Click Here for Movies and$

34 Resources 37. NAV 2009 Resource Card w/ new FactBoxes: P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 34

35 New Reports We include 4 frequently requested reports as well: 38. Vendor Shipment Performance 39. Customer Shipment Performance P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 35

36 40. Sales History Detail 41. Purchase History Detail P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 36

(Administration, Application Setup, Users, User Setup) 43.

37 Administration / Setup 42. Default posting options by User. See Application Setup, User Setup area. Example: Default to Ship for the Shipping Department users. (Administration, Application Setup, Users, User Setup) 43. Save time by having new Master Files pre-fill with default values. Dimensions too! P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 37

38 Defaults Setup works for master records like Customers, Vendors, Items, Resources, and Jobs. Controllers can preset the vital information so the default fields fill-in automatically, consistently and accurately. Comment on creating Master Data by using Microsoft Templates: Think of Defaults Setup as the primary default. The Templates are still available, but think of them as alternative Templates to the Default Master Setup. Access Defaults from Departments, Financial Management, Tasks P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 38

39 Global Improvements 44. Quick Edit: Added on Customer, Items, and Vendors. (Vendors shown) P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 39

Document function. This is equivalent to the Quote History Granule.

40 45. Archived Document Enhancement. To enable the retrieval of Archived Documents we have added access to the documents from the Copy Document function. This is equivalent to the Quote History Granule. Notice you have access to Archived Quotes, Orders, or Invoices. (Actions, Sales Orders, Functions, Copy Documents) P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 40

$P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV$

41 46. History - Easy access to ALL Historical Documents. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 41

42 47. Charts - 8 New Charts have been added. Charts included in Foundation Pack. To show these charts you must import these charts and then use the Customize This Page option to place them on your Role Center. 1. My Items on Sales Orders This chart enables you to specify the top 10 Items that you need to track that are on Sales Orders. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 42

43 2. My Customer s Balance Due This chart helps you monitor the AR Status of your top customers. 3. Posted Sales Invoices This chart lets you analyze the last 30 days of sales by Invoice. You can expand the date horizon. You can filter by customer or by dollar amount of Invoice. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 43

44 4. SO Amounts This chart is a view of your Backlog. Each open Sales Order is plotted by Shipment Date and Amount. 5. PO Amounts This chart is a view of pending Purchase Orders. Each open Purchase Order is plotted by Expected Receipt Date and Amount. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 44

45 6. AR by Salesperson This chart lets you monitor the effectiveness of collections by Salesperson. 7. RPO Cost Estimate This chart shows Released Production Orders by Due Date and the Estimated Cost of that Production Order. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 45

46 8. Service Contract Values This chart lets you visualize your Expiring Service Contracts by Expiration Date. It also shows the Annualized Value of each Contract. 48. Twelve Month Account Schedule is included. (Frequently asked for) P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 46

47 49. CCSI s RIM Data pre-installed. If you order our complete database (not FOB) you will also receive our Template Company for extra Rapid Implementation (RIM) pre-installed. Below is a list of the Tables that you will need to setup for a new client if you elect not to use our RIM Data. Populated Data Tables provided by Cost Control Software (78): Code Table no. Table name 3 3 Payment Terms 4 4 Currency 5 5 Finance Charge Terms 7 7 Standard Text 8 8 Language 9 9 Country/Region Shipment Method G/L Account Rounding Method Accounting Period Company Information Gen. Journal Template Item Journal Template Acc. Schedule Name BOM Journal Template Customer Posting Group Vendor Posting Group Inventory Posting Group General Ledger Setup Phase Task Unit of Measure Res. Journal Template Job Posting Group Job Journal Template ZIP Code Req. Wksh. Template Gen. Business Posting Group Gen. Product Posting Group General Posting Setup Tax Statement Template Bank Account Bank Account Posting Group P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 47

48 Payment Method Shipping Agent Reminder Terms No. Series No. Series Line Sales & Receivables Setup Purchases & Payables Setup Inventory Setup Resources Setup Jobs Setup Tax Area Tax Area Line Tax Jurisdiction Tax Group Tax Detail Tax Business Posting Group Tax Product Posting Group Tax Posting Setup Setup Checklist Line Setup Checklist Comment Dimension Analysis View Business Relation Mailing Group Relationship Management Setup Human Resources Setup FA Setup Depreciation Book FA Journal Template FA Reclass. Journal Template Insurance Journal Template Purchasing Warehouse Setup Shipping Agent Services Inventory Posting Setup Service Mgt. Setup Warehouse Journal Template Whse. Worksheet Template Mapping Header Mapping Lines Master File Setup Defaults Manufacturing Setup These tables come pre-loaded with excellent start up data. There will be some editing required, but it is much quicker to edit than to build from scratch. P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 48

49 The company name is CRONUS RIM Co. You can Backup, Rename, and Restore to preserve the base data for populating multiple new companies at a client site. If you elect not to utilize our Template Company, then just delete this company. 50. Future P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 49

50 Why use Foundation Pack from Cost Control Software? Start with a more complete database. Ready to Initialize your new company. RIM Data Set included for an even faster implementation. Reduce the Dynamics NAV technician s on-site time Stay within your implementation budget. Improved look and feel; increases ease of use. Minimizes user error. Ie: posting on incorrect posting dates. Reduce Training costs. Other great Add-ons available for Foundation Pack (Formerly Starter Database): Reports Pack Business Snapshot Plus Pop-up Notes Customer Deposits Distributed by: Cost Control Software Inc Oak Road Carmel, IN ben@costcontrolsoftware.com P:\Click Here for Movies and Information\Sales Ideas\Foundation Pack NAV Feature List.doc 50

Cost Control Software - Product Catalogue

Cost Control Software - Product Catalogue 15443 Oak Road, Carmel, IN 46033 Phone: 317-846-6025 Fax: 317-566-1526 www.costcontrolsoftware.com www.navisiondemo.com www.navisiontraining.net Watch the embedded