Product Overview And Capability Guide - Sysco Software

Starter PackMicrosoft Dynamics NAVExtended PackContentMicrosoft Dynamics NAV 2016Starter Pack functionality1FINANCIAL MANAGEMENTMicrosoft DynamicsNAV23Packaging ofFunctionality inMicrosoft DynamicsNAV 20164Product Capabilitiesin Microsoft DynamicsNAV 20165Learn MoreStarter Packfunctionality Financial Management Customer RelationshipManagement Project Management Configuration andDevelopment Supply ChainManagement Human ResourceManagement Languages OtherExtended Packfunctionality FinancialManagement Ext. Customer RelationshipManagement Ext. Configuration andDevelopment Ext. Supply ChainManagement ManufacturingSolutions(includes all the functionality in the starter pack)FINANCIAL MANAGEMENT EXTENDED Basic GeneralLedger Basic Fixed Assets Payment Handling Responsibility Centers Allocations Insurance Basic Dimensions Inter-company Postings Maintenance AdvancedDimensions Cost Accounting BudgetsHow to Buy MicrosoftDynamics NAV 2016Microsoft Dynamics NAV 2016Extended Pack functionality Accounts Schedules Fixed Assets– Allocations Consolidation Reclassification Basic XBRL Bank Management Change Log Check Writing Cash Flow Forecast Bank Reconciliation UnlimitedCompanies Multiple Currencies DeferralsCUSTOMER RELATIONSHIP MANAGEMENTCUSTOMER RELATIONSHIP MANAGEMENT EXT. Contact Management Interaction/DocumentManagement Service Order Management M ail Logging for MicrosoftExchange Service Item Management Task Management Outlook Client Integration Contact Classification Campaign Management Opportunity Management M icrosoft Dynamics CRMintegration Service Price Management Service Contract Management Planning and DispatchingPROJECT MANAGEMENT Basic Resources Multiple Costs Jobs CapacityManagement Estimates Time Sheet Tasks/StepsCONFIGURATION AND DEVELOPMENTCONFIGURATION AND DEVELOPMENT EXTENDED Report Designer (100 Reports) XML Port (100 XML) Table (10 tables) Code units (10 units) Table Designer (10 Tables) Page Designer (100 Pages) Pages (100 pages) XML Port (100 XML) Query Designer (100 Query) Code units (1011 of 35

Starter PackMicrosoft Dynamics NAVExtended PackContentMicrosoft Dynamics NAV 2016Starter Pack functionality1SUPPLY CHAIN MANAGEMENTMicrosoft DynamicsNAV2How to Buy MicrosoftDynamics NAV 20163Packaging ofFunctionality inMicrosoft DynamicsNAV 20164Product Capabilitiesin Microsoft DynamicsNAV 20165Learn MoreStarter Packfunctionality Financial Management Customer RelationshipManagement Project Management Configuration andDevelopment Supply ChainManagement Human ResourceManagement Languages OtherExtended Packfunctionality FinancialManagement Ext. Customer RelationshipManagement Ext. Configuration andDevelopment Ext. Supply ChainManagement ManufacturingSolutions Basic Receivables Sales Invoicing Sales OrderManagement Sales InvoiceDiscounts Alternative Ship-ToAddresses Shipping Agents Sales Return OrderManagement Sales LineDiscounting Sales Line Pricing Sales Tax Basic Payables Purchase Invoicing Purchase OrderManagement Purchase InvoiceDiscounts RequisitionManagement Alternative OrderAddresses Purchase ReturnOrder Management Purchase LineDiscounting Purchase Line Pricing Drop Shipments Salespeople/Purchasers Basic Inventory Multiple Locations Stock-Keeping Units Alternative Vendors AssemblyMicrosoft Dynamics NAV 2016Extended Pack functionality(includes all the functionality in the starter pack)SUPPLY CHAIN MANAGEMENT EXTManagement L ocation Transfers I tem Substitutions I tem CrossReferences Nonstock Items Item Tracking Item Charges Bin Pick Analysis Reports Item Budgets Workflows DocumentManagement,Document Captureand OCR E-services Order Promising Calendars Campaign Pricing Cycle Counting Put Away Warehouse Receipt Warehouse Shipment Standard Cost Worksheet Warehouse Management Systems Internal Picks and Put Aways Automated Data Capture System12 of 35 Bin SetupHUMAN RESOURCE MANAGEMENTMANUFACTURING SOLUTIONS Basic Human ResourcesSPROG Multiple Document Languages Multiple LanguagesOTHER Subsidiary (Each) Job Queue Intrastate Reason Codes Extended Text Dynamics NAV Server Production Orders Demand Forecasting Production Bill of Materials Basic Capacity Planning Version Management Machine Centers Agile Manufacturing Finite Loading Basic Supply Planning

Microsoft Dynamics NAVContent1Microsoft DynamicsNAV4.Starter PackExtended PackProduct Capabilities inMicrosoft Dynamics NAV20162How to Buy MicrosoftDynamics NAV 20163Packaging ofFunctionality inMicrosoft DynamicsNAV 20164Product Capabilitiesin Microsoft DynamicsNAV 20165Learn More13 of 35

Starter PackMicrosoft Dynamics NAVExtended PackContent4. Product Capabilities in Microsoft Dynamics NAV 20161Microsoft DynamicsNAV2How to Buy MicrosoftDynamics NAV 20163Packaging ofFunctionality inMicrosoft DynamicsNAV 20164Product Capabilitiesin Microsoft DynamicsNAV 20165Learn MoreFinancial Management General Fixed Assets Cash ManagementSupply ChainManagement (SCM) Sales and Receivables Sales Tax Purchase andPayables Inventory WarehouseManagementManufacturing Basic Manufacturing Agile Manufacturing Supply Planning Capacity PlanningProject Management ResourcesS ales, Marketing, andService Management Sales and Marketing Service Management Workflow E-services DocumentManagementPower BI Content Pack Human ResourcesManagement (HRM)Clients and UsabilityLanguagesConfiguration andDevelopment Application Objects OtherFINANCIAL MANAGEMENTGeneralAccounts SchedulesPowerful financial reporting tool that can help accountants andfinancial analysts to extract the most essential business datafrom the chart of accounts, budgets, cash flow accounts andcost types into financial reports, which can be used to efficientlymonitor the health of the business and provide valuable input forthe business decision makers. You get to choose the accountsyou want to monitor and report on, change the order of theaccounts, and combine figures in various ways, set up whichcolumns to print, change the description of the accounts andsupply them with additional notes.In addition, you can make simple calculations on the data youselected on the accounts schedules worksheet, and comparecurrent figures with historical ones and with your budgets.AllocationsAllocate general ledger entries to combinations of accounts,departments, and projects using allocation keys based onamount, percentage, or quantity. This feature is available throughRecurring General Journals.Basic General LedgerThis module includes all the basic functionality necessary forsetting up a company and posting to the general ledger, chart ofaccounts, general journals, VAT facilities, recurring journals, andsource codes. Also includes: Facilities for internal and external reporting. RapidStart Services for Microsoft Dynamics NAV Workflow for approval of sales and purchase documents. Posting and reporting in your company’s base currency. osting and reporting in an additional currency with thePaddition of the Multiple Currencies module. apability to export data from any form to Microsoft WordCor Microsoft Excel using style sheets. Capability to link to external documents. Two languages—U.S. English and one other. Set up sales and purchase documents archiving. Background posting.14 of 35

Starter PackMicrosoft Dynamics NAVExtended PackContentBasic XBRL1Export documents from Microsoft Dynamics NAV in XBRL(Extensible Business Reporting Language) format and importXBRL taxonomies into Microsoft Dynamics NAV from the Internet, email, or other systems. XBRL is an XML-based specificationthat uses accepted financial reporting standards based onstandardized, underlying data tags. The module includes:Microsoft DynamicsNAV2How to Buy MicrosoftDynamics NAV 20163Packaging ofFunctionality inMicrosoft DynamicsNAV 20164Product Capabilitiesin Microsoft DynamicsNAV 20165Learn MoreFinancial Management General Fixed Assets Cash ManagementSupply ChainManagement (SCM) Sales and Receivables Sales Tax Purchase andPayables Inventory WarehouseManagementManufacturing Basic Manufacturing Agile Manufacturing Supply Planning Capacity PlanningProject Management ResourcesS ales, Marketing, andService Management Sales and Marketing Service Management Workflow E-services DocumentManagementPower BI Content Pack Human ResourcesManagement (HRM)Clients and UsabilityLanguagesConfiguration andDevelopment Application Objects Other apability to map your general ledger to XBRL taxonomiesCso that the same XBRL document instance can be used forvarious purposes, independent of the format required bythe receiver of the document.S upport for the XBRL 2.1 Specification released by the XBRLConsortium.BudgetsWork with budgets in general ledger accounts. After you havecreated a budget, you can print a balance that shows variancesto the budget by percentage. Work with multiple budgets at onetime. For example, work with a 100 percent budget, a 110 percentbudget, and so on. Budgets are generally entered per period forthe relevant general ledger accounts. Budgets can be exported/imported to/from Excel, allowing you to use all the calculationcapabilities of Excel while preparing your budgets.Change LogLog user changes made to Microsoft Dynamics NAV master data.You can log all direct modifications a user makes to the data inthe database, except for changes to “working documents” such asjournals, sales orders, and purchase orders. The change log functionality makes it possible to get a chronological list of all changesto any field in any table (except those “working documents” justmentioned) and to identify by user ID who made the changes.ConsolidationConsolidate companies in Microsoft Dynamics NAV. The companies can come from one or from several different MicrosoftDynamics NAV databases or other files, and you can importand export financial information in this module. If data used isretrieved from several Microsoft Dynamics NAV solutions, usethis module only in the parent company.DeferralsSet up deferral templates that automate the process of deferring revenues and expenses over a pre-defined schedule. Thisenables companies to easily recognize revenues and expenses inperiods other than the period in which the transaction is posted.Intercompany PostingsManage accounting for more than one company in the sameposting process. The companies can be in the same or in oneof several different Microsoft Dynamics NAV databases. You canalso send documents to partner companies. Users control thedocument flow through an Inbox/Outbox feature, and transactions are completed as general journal transactions or throughreceivables and payables, which enables the use of currenciesand correct reconciliation.Responsibility CentersSet up profit centers and/or cost centers. A company can sellitems with specific prices and that are related to a responsibilitycenter. You can tie a user to a responsibility center so that onlysales and purchase documents related to the particular user aredisplayed. Users get assistance with entering extra data, such asdimensions and location codes.15 of 35

Starter PackMicrosoft Dynamics NAVExtended PackContentCost Accounting1Cost Accounting provides an efficient way to control thecompany’s costs by providing visibility and insight intobudgeted and actual costs of operations, departments, products,and projects. Cost Accounting synchronizes cost informationwith the general ledger, and then allocates that information todifferent costs centers and cost objects.Microsoft DynamicsNAV2How to Buy MicrosoftDynamics NAV 20163Packaging ofFunctionality inMicrosoft DynamicsNAV 20164Product Capabilitiesin Microsoft DynamicsNAV 20165Learn MoreFinancial Management General Fixed Assets Cash ManagementSupply ChainManagement (SCM) Sales and Receivables Sales Tax Purchase andPayables Inventory WarehouseManagementManufacturing Basic Manufacturing Agile Manufacturing Supply Planning Capacity PlanningProject Management ResourcesS ales, Marketing, andService Management Sales and Marketing Service Management Workflow E-services DocumentManagementPower BI Content Pack Human ResourcesManagement (HRM)Clients and UsabilityLanguagesConfiguration andDevelopment Application Objects OtherThis module includes enabling you to: Transfer costs from the general ledger. E nter and post internal charges and allocations directlyin the Cost Accounting Cost journal. Predefine recurring cost allocation rules on cost allocation cards and execute in a batch job. Undo allocations. reate cost budgets and transfer cost budget entries toCactual entries.Cash Flow ForecastCash Flow Forecast provides a prediction of how a company’sliquidity—cash and other treasure positions—will evolve overtime. It consists of two things—cash receipts and cash disbursements—the money you expect to receive and the cash youexpect to pay out—plus the liquid funds you have available.These elements together show you a direct cash flow forecast.Fixed AssetsBasic Fixed AssetsKeep track of fixed assets such as buildings, machinery, andequipment. You can also post various fixed-asset transactions:acquisitions, depreciation, write-downs, appreciation, anddisposal. For each fixed asset, you set up depreciation books inwhich the methods and other conditions used for calculatingdepreciation are defined. You can set up an unlimited numberof depreciation books to satisfy legal requirements, and for taxand internal accounting purposes. This module is well suited forinternational companies that need to use many depreciationmethods.Fixed Assets AllocationsAllocate different percentages of fixed asset transactions, suchas acquisition cost and depreciation, to different departmentsor projects by using allocation keys. Useful for when severaldepartments share a fixed asset.InsuranceKeep track of insurance coverage and annual insurancepremiums for your fixed assets and easily determine whetheryour assets are under-insured or over-insured. You can attacheach asset to one or more insurance policies and also indexinsurance amounts.MaintenanceRecord maintenance and service expenses for each fixed asset.Get the detailed information you need to analyze and makedecisions about the renewal and disposal of fixed assets.16 of 35

Starter PackMicrosoft Dynamics NAVExtended PackContent1Reclassify a fixed asset or part of a fixed asset—for example,from one department to another. You can split one fixed assetinto several fixed assets, or combine several fixed assets intoone fixed asset. When you need to dispose of one part of a fixedasset, you can split it into two assets and then dispose of theappropriate one.Microsoft DynamicsNAV2How to Buy MicrosoftDynamics NAV 20163Packaging ofFunctionality inMicrosoft DynamicsNAV 20164Product Capabilitiesin Microsoft DynamicsNAV 20165Learn MoreBasic DimensionsReclassificationFinancial Management General Fixed Assets Cash ManagementSupply ChainManagement (SCM) Sales and Receivables Sales Tax Purchase andPayables Inventory WarehouseManagementManufacturing Basic Manufacturing Agile Manufacturing Supply Planning Capacity PlanningProject Management ResourcesS ales, Marketing, andService Management Sales and Marketing Service Management Workflow E-services DocumentManagementPower BI Content Pack Human ResourcesManagement (HRM)Clients and UsabilityLanguagesConfiguration andDevelopment Application Objects OtherAdvanced DimensionsAdvanced Dimensions provides unlimited dimensions for usein transactions in all ledgers. You can name all the dimensionsaccording to what is most appropriate for your business. Inaddition to an unlimited number of dimensions, this moduleincludes advanced dimensions functionality that enables youto set up rules for how to combine dimensions and dimensionvalues. This helps you control the use of dimensions and increases the reliability of output based on dimensions.Add two additional dimensions to the general ledger and to anyof the other ledgers in Microsoft Dynamics NAV for greaterflexibility when working with analytical tools. You can give thetwo dimensions the names that are most appropriate for yourbusiness and assign dimension codes to each transaction thatinvolves a general ledger account, customer, vendor, fixed asset,resource, job, or inventory item. In addition, you can definedefault dimension values and rules for the default values for allaccount types (general ledger, customer, vendor, item, and soon) to help you easily add dimensions to all transactions.This module can be used in companies that, for example, haveseveral projects, regions, or profit centers.You can also use it to: losely analyze projects in companies that work withCprojects across departments and functions. enerate a statement of operations for a company carGaccount, where the individual automobiles are set up asprojects.You can also: S et up rules for prioritization of default values and definedimension rules to fit your specific business. S et up and use analysis views to analyze general ledgertransactions per dimension and combine dimensions asyou want.E stablish a single account for all company cars, eventhough a detailed statement per car is called for. rint a balance for a given department or project or forPcombinations of the two. I nclude budget information in analysis views, which is anadvanced way of analyzing data using dimensions. ombine analysis of dimensions with the use of accountCschedules.Unlimited CompaniesProvide competitive pricing if your business needs more thanone company.17 of 35

Starter PackMicrosoft Dynamics NAVExtended PackContentMultiple Currencies1Manage multiple currencies throughout the system, includingpayables and receivables, general ledger reports, resource andinventory items, and bank accounts (when integrated with theCash Management features). With Multiple Currencies, you can: Microsoft DynamicsNAV2How to Buy MicrosoftDynamics NAV 20163Packaging ofFunctionality inMicrosoft DynamicsNAV 20164Product Capabilitiesin Microsoft DynamicsNAV 20165Learn MoreFinancial Management General Fixed Assets Cash ManagementSupply ChainManagement (SCM) Sales and Receivables Sales Tax Purchase andPayables Inventory WarehouseManagementManufacturing Basic Manufacturing Agile Manufacturing Supply Planning Capacity PlanningProject Management ResourcesS ales, Marketing, andService Management Sales and Marketing Service Management Workflow E-services DocumentManagement erform currency

Product Capabilities in Microsoft Dynamics NAV 2016 5 Learn More Content Microsoft Dynamics NAV Starter Pack Extended Pack Product Overview and Capability Guide Microsoft Dynamics NAV 2016 October, 2015. Microsoft Dynamics NAV Starter Pack Extended Pack 2 of 38 Content 1 Microsoft Dynamics NAV A Proven Solution for Your Business .