Story Demo - NAV

• Use the Business Manager Role
• Shortcuts setup in Menusuite1090 Dept-Company - Departments>Demo 
  Item Setup – Items, Sales Budgets, Item transactions 
  Purchasing Setup – Purchase budgets, Purchase analysis 
  PO custom - T38 Status and containers fields,T39 container & custom
   Items: FG0001, RM0001, Water in description
  

  • Foundation 5m
    
    • Navigational layout based on outlook e-mail client
    • Customizable shortcut and toolbars
    • Homepage quick shortcuts
    • Inbox for scheduled reports
    • Menu Search tool
    • Reports and Lists export to excel
    • Fields can be added, removed
    • Manu access controlled by user security
  • General Leger - Accountant 15m
    
    • How do i define my chart of accounts? 
      
      • Chart of accounts
    • Can i report by department or profit center? Or anything else for that matter?
      
      • Show Default Department Dimensions on Account
    • How do i prevent users from posting to different periods? 
      
      • GL setup
      • User Setup
    • Can i generate a Balance Sheet? 
      
      • Account schedule - m-balance , m-netchange 2007 or 2018
        
        • Show drillback to original document
    • Can i compare it to a budget? 
      
      • Account schedule - m-balance-budganalys 2007 or 2018
        
        • show drillback to budget
    • Can i compare to previous periods? 
      
      • Account schedule - m-balance-m-yhist 2007 or 2018
      • Account schedule - m-balance-m-hist 2007 or 2018
        • Show department dimension filter
    • TALK-Can i consolidate reports across companies?
      • Yes, using consolidation companies and account schedule reporting, can display by business unit
  • Inventory Clerk 15m
    
    • How much inventory do i have? Where is it? How is it going to change?
      
      • Item List 
      • Item List>Navigate>Items by Location 
        
        • Search for Water 
      • Item List>Navigate>Availability> Location
        
        • Use caps, Show drilldown - projected available balance, show which docs are going to consume
        • Use fg0002, show we can see stock is coming
      • Item List>Navigate>Availability> Event 
        
        • Review stock movements, past, current and future
      • Item List>Navigate>Availability> Timeline 
        
        • Right click, zoom in zoom out, select, hover to view details
    • How do i define replenishment rules?
      
      • Stockkeeping units
    • How old is my inventory? 
      
      • Departments>Demo>Inventory>Item Age Composition 
    • How much inventory did we have last month? 
      
      • Departments>Demo>Inventory>Inventory Valuation Report 
    • How do i create a New Item? 
      
      • Departments>Demo>Inventory>Item List>New>Use Template 
    • We just did a stock count, How do i enter a Stock Count Adjustment? 
      
      • Departments>Demo>Inventory>Phys. Inventory Journal 
        
        • Calculate Stock 
    • How do we transfer stock? 
      
      • Item Reclass. Journal 
      • Talk-More advanced Transfer Order exists that allows you to ship, from one location, then receive at another 
    • How to identify and fix mistakes?
      • Item ledger entries, Item valuation report, item revaluation entries
  • Purchasing Manager 15m
    
    • What is the status of my current PO's? 
      
      • Purchase Order List (Status, container)
      • Sort/Filter by Amount received not invoiced
      • Sort/Filter by Expected receipt date
    • What are my recommended PO's from replenishment? 
      
      • Show stockkeeping unit card
      • Based on Stockkeeping unit rules> 
      • Purch Req Worksheet>Calculate Plan>Carry out actions 
    • Create PO, Receive, Apply Item Charges, Invoice 
      
      • Create regular po, then receive
      • create invoice for freight, charge item, apply across receipts
      • get receipt lines, apply across multiple po's,
      • suggest,by amount
    • What is the status of my Vendors? AP? 
      
      • Vendors>Statistics 
      • View chart by outstanding balance by gen bus posting group 
      • View Vendors>Related Information>Ledger entries 
      • Vendor Payment Receipt Report 
      • Aged Accounts Payable 
    • How am i performing against my budget? 
      
      • Purchase Analysis Report –
        
        • show items,report
        • show vendor report 
  • Manufacturing Manager 30m
    
    • How do i track my Bill of Materials? 
      
      • Production BOM>Assign to item on item card
      • Routings
    • How do i know how much capacity i have?
      
      • Work Centers - Show Calendar, Absence, Statistics, Task List, work center load
      • Talk-Machine Centers are Optional
    • How do i schedule my productions?  
      
      • Production Forecasts - create demand
        
        • Manually enter, or import using configuration package 
      • Planning Worksheet
        • Recommend - Plan, Firm, Release Production Orders
        • If something changes, i can regenerate my plan
    • What raw materials do i need?
      
      • Order Planning
        
        • Recommend - Purchase, Transfer, Produce
    • How do i capture variances from the production floor?
      • Released Production Order>Refresh>Line>Production Journal
      • View availability by bom level, show bottleneck, able to make timeline
        • Go to line item, view availability by location
      • Or Manually enter Consumption Journals
    • What is the status of my current Production Orders? 
      
      • How much Raw Materials did i use? How much Finished Product did i produce? 
        
        • Inventory Transaction Detail report
      • What was my variance?
        • Production order Statistics
    • Optional Talk - What about scrap
      • TALK - by default, system includes scrap costs in production
      • If they should not be included, separate adjustments will have to be made, with reference to the production order, and a separate report built
    • My production is the wrong cost because of data entry errors
      • TALK - Can use revaluation journal to fix 
  • Sales Manager 15m
    
    • How am i performing against my budget?
      
      • Show sales budgets  - water
        
        • Use item filter on bottom to limit items
        • Show you can set budgets by period or by item
      • Show Sales analysis - sr sales vs budget
    • What is the status of my Customers? AR? 
      
      • Customer List
      • Customer Detail Aging
    • How do i enter a sales Quote/Order/Invoice? 
      
      • Show sales invoice
    • How do i receive payments? 
      
      • Cash receipt journal - use  new concepts, apply, bank  wwb-usd
    • How do i see how many payments came in?
      
      • Customer ledger entries, bank account ledger entries
  • Jobs & Contracts Manager 15m
    
    • How do we add/remove new coolers? 
      
      • Service Item List
    • How do we setup a new contract? 
      
      • Service contracts - set warranty date, price, 
    • How do we bill every month? 
      • Create contract Invoices
    • Where are all of our coolers? 
      
      • Service Item List
    • What is the status of our contracts? 
      
      • Departments/Service/Contract Management/Service Contracts 
        
        • Navigate 
        • Contract Change Log 
    • How do we service our coolers?
      • Service order - line, order-service lines
  • Fixed Assets - Accountant 10m
    • What is the current status of my assets? 
      
      • Fixed assets list
    • How do i acquire assets? 
      
      • Purchase Orders
    • How do i run depreciation? 
      
      • Fixed Assets List- Calculate depreciation
    • How do i dispose of assets? 
      
      • Sales invoice
    • Can i track insurance policies? 
      
      • Fixed Assets Card - Insurance Policies
      • Insurance Journals
    • Can i track maintenance history? 
      
      • Maintenance options on FA card
      • Maintenance FA Posting Type on Purchase Order FA line
  • Bank Rec - Accountant 10m
    
    • How do i import my bank statement? 
      
      • Copy and paste from excel
    • How do i match entries? 
      
      • Match automatically
      • Select and tick match manually
    • I need a list of all my check numbers 
      
      • Check listing from bank account
    • How do i see my unpresented checks and other outstanding transactions? 
      
      • Print bank rec test report - tick print unapplied documents
  • Workflow 5m
    
    • Talk-Can we setup approval by e-mail? 
      
      • Approval user setup - set email address
      • Show workflows setup page
  • Power BI Reporting, Jet Reports