Financial Management

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General Ledger: 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.

Allocations: Allocate general ledger entries to combinations of accounts, departments, and projects using allocation keys based on amount, percentage, or quantity.

Budgets: Work with budgets in general ledger accounts. After you have created a budget, you can print a balance that shows variances to the budget by percentage. Work with multiple budgets at one time. Budgets can be exported/ imported to/from Excel, allowing you to use all the calculation capabilities of Excel while preparing your budgets.

Accounts Schedules: Powerful financial reporting tool used to extract essential business data from your chart of accounts, budgets, cash flow accounts, and cost types. Make simple calculations on selected data or compare current figures with historical ones or with budgets. Build sophisticated reports which present data split by dimensions, responsibility centres, and date periods, providing an in-depth view on the state of your business from a variety of different angles. Export account schedules to Excel or display them as multidimensional graphical charts on any Role Centre. You have full control of your margins and growth – monitor the health of your business and provide valuable input for business decision making.

Cash Flow Forecast: Cash Flow Forecast provides a prediction of how a company’s liquidity – cash and other treasure positions – will evolve over time. It consists of cash receipts, cash disbursements, plus the liquid funds you have available.

Deferrals: Set up deferral templates that automate the process of deferring revenues and expenses over a pre-defined schedule. This enables you to easily recognise revenues and expenses in periods other than the period in which the transaction is posted.

Multiple Currencies: Manage multiple currencies throughout the system, including payables and receivables, general ledger reports, resource and inventory items, and bank accounts.

Basic Dimensions: Add two additional dimensions to the general ledger and to any of the other ledgers for greater flexibility when working with analytical tools. You can assign dimension codes to transactions that involves a general ledger account, customer, vendor, fixed asset, resource, job, or inventory item. In addition, you can define default dimension values and rules for the default values for all account types (general ledger, customer, vendor, item, and so on) to help you easily add dimensions to all transactions.

Reason Codes: Define a set of reason codes that can be assigned to individual transactions throughout the system. This provides additional user-defined audit trails that complement the information already provided by system assigned audit trails and posting descriptions. Define reason codes on journals as well as on sales and purchase headers. For example, use reason codes to mark all ledger entries made in connection with the closing of the fiscal year.

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Workflow: Model real-life business processes such as best practices or industry-specific standards. For example, ensure a customer’s credit limit has been independently verified or require a two-person approval for a significant vendor payment. Workflows in Dynamics NAV focus on three main building blocks and workflow processes, short or long, are likely to be comprised of steps related to these three blocks: Approval (leave a work task, item, or document in a blocked or unapproved state until approved by a suitable person in your organisation); Notification (tell users that something has happened and/or that they need to take some kind of action); Process automation (execute a process routine and have Dynamics NAV calculate something or perform an action). Along with approval, notification, and process automation, workflows in events react to real parameters in your business. Workflows can be triggered by credit limits, geographies, totals, individual owners, or any one of hundreds of other potential conditions.

Microsoft Word Reporting: You can use Microsoft Word as a layout and editing option for any document report. A single report can have different layouts. Users can modify their own document reports and control which layout is the active one for a given report.

Report Scheduling: Users can schedule any report to run at a given point in time – either as reoccurring or one time – and be bundled into an Inbox on their Role Centre.

Job Queue: Automate service or schedule tasks. For example, you can automatically generate service contract renewals or service contract invoices. You can set up Dynamics NAV to automatically check whether there are any batches to be processed on a specific date.

Extended Text: Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts. You can set up extended text so that an additional description is copied automatically onto sales or purchase documents when lines are entered. The description can also be made date-sensitive to allow for special messages for a specific period—for example, to communicate certain promotional offerings or certain warranty conditions. You can also specify extended text for various languages.

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AkiliAfrica Kenya Layer: In addition to standard Dynamics NAV functionality, AkiliAfrica Kenya Layer (Certified for Microsoft Dynamics) provides localised functionality unique to Kenya and not provided with standard Dynamics NAV. Included are functionality and reports required by Kenya Revenue Authority (including iTax), enhancements to cash management (cheque requisition, automated bank reconciliation, EFT payments), purchases and payables (creditor payment approval, supplier quote evaluation, LPO/supplier quote validity, assigning pre-delivery item charges, supplier quotes consolidation, purchase receipt consolidation), and multi-currency management reports.

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Bank Account Management: Create, operate, and manage multiple bank accounts catering to your diverse business needs and across different currencies.

Electronic Payments: Create payment proposals based on vendor documents and generate bank payment files.

Reconciliation of Incoming and Outgoing Bank Transactions: Import bank transaction data from electronic files sent from your bank. Apply the bank transactions automatically to open customer and vendor ledger entries and create your own mapping rules. Review the proposed applications and account mappings in an easy and intuitive way.

Bank Reconciliation: Reconcile your bank accounts with your statements. Apply amounts from your bank account ledger to the reconciliation form and keep track of all bank statements. Import bank statement data from electronic files sent from your bank.

Check Writing: Generate computer printed checks with unique number series for each bank account. You can specify on the payment journal line whether you want the payment to be made with a computer or manual cheque.

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Basic 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.

Fixed Assets Allocations: Allocate different percentages of fixed asset transactions, such as acquisition cost and depreciation, to different departments or projects by using allocation keys.

Insurance: Keep track of insurance coverage and annual insurance premiums for your fixed assets and easily determine whether your assets are under-insured or over-insured. You can attach each asset to one or more insurance policies and also index insurance amounts.

Maintenance: Record maintenance and service expenses for each fixed asset. Get the detailed information you need to analyse and make decisions about the renewal and disposal of fixed assets.

Reclassification: Reclassify a fixed asset or part of a fixed asset—for example, from one department to another. You can split one fixed asset into several fixed assets, or combine several fixed assets into one fixed asset. When you need to dispose of one part of a fixed asset, you can split it into two assets and then dispose of the appropriate one.

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Advanced Dimensions: Advanced Dimensions provides unlimited dimensions for use in transactions in all ledgers. Advanced functionality enables you to set up rules for how to combine dimensions and dimension values. This helps you control the use of dimensions and increases the reliability of output based on dimensions.

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AkiliAfrica Imports Management: Manage imports from pre-import to post-entry review (import costing, IDF handling, marine insurance cover note, other costs (duty, VAT, GoK fees, foreign freight, local transportation, KAA, MSSL charges, etc.), partial receiving and splitting of FPO, and reporting).

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Cost Accounting: Cost Accounting provides an efficient way to control 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.

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Responsibility Centres: Set up profit centres and/or cost centres. A company can sell items with specific prices that are related to a responsibility centre. You can tie a user to a responsibility centre so that only sales and purchase documents related to the particular user are displayed. Users get assistance with entering extra data, such as dimensions and location codes.


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Basic HR: Group and track relevant employee information and organise employee data according to different types of information, such as experience, skills, education, training, and union membership. Store personal information, track job openings in your organisation, and extract a list of candidates for these positions. Keep track of benefits and company items such as keys, credit cards, and computers. Record all types of absences in units of measure that you define, and attach alternative addresses and relatives’ names to employees.

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AkiliAfrica Payroll Management: Enables your business to process payroll, produce pay slips, and reports for PAYE tax returns and management. Key Features include: Unlimited number of earnings and deductions; User defined payroll calculation formulas; Full integration with the general ledger; Time registration for tracking absenteeism and overtime; Multiple modes of payment and integration for bank payments; Supports piece work, scales and fixed salaries; Payroll processing for casual and permanent employees; Loans management; Low interest benefit tax deduction; Income tax deduction for employee fringe benefits; Payroll Data Segregation (ability to process multi-company/multi-unit/multi-sectional payrolls in one company while segregating the payroll data); Integration with Sales and Receivables (link employees to customers to enable automatic deductions on advances or loans); Allocations (enables allocation of payroll expenses to multiple business units e.g. departments where salary for a given employee is to be met by several cost centres); Multi-Currency (processing payroll in multiple currencies); Automatic Pro-rata payroll computation; Secure audit trail to track changes within payroll.

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AkiliAfrica Advanced Human Resources: AkiliAfrica’s comprehensive and fully integrated solution for advanced human resources management includes: Human Resource Planning, Comprehensive Employee Records, Performance Appraisals, Time Registration, Career Progression, Confidential Information Management, Recruitment, Leave Management, Training Management, Accident Registration and Workman Compensation Processing, Grievance Handling, and Disciplinary Process Management.

Supply Chain

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Basic Receivables: Set up and maintain the customer table. Post sales transactions in journals and manage receivables; register customers and manage receivables using general journals. You can post sales transactions and manage receivables in multiple currencies for each customer. Integrated with Basic General Ledger and Inventory.

Sales Invoicing: Set up, post, and print customer invoices and sales credit memos. Fully integrated with General Ledger and Inventory.

Sales Order Management: Manage sales quotes, blanket sales orders, and sales order processes. Setting up an invoice directly differs from setting up a sales order in which the quantity available is adjusted as soon as an amount is entered on a sales order line. Quantity available is not affected by an invoice until the invoice is posted. With Sales Order Management, you can manage partial shipments, ship and invoice separately, create prepayment invoices for sales orders, and use quotes and blanket orders in the sales phase.

Sales Invoice Discounts: Calculate invoice discounts automatically. Set up any number of invoice discount terms, including a certain minimum amount, discount percentage, and/or a service charge. The discount is calculated on the individual item lines and becomes part of the net sum of the invoice. Calculations can be done in both local and foreign currencies.

Alternative Ship-To: Set up multiple ship-to addresses to accommodate customers that in addition to a main business address have more than one site to which orders can be shipped.

Shipping Agents: Set up multiple shipping agents (for example, UPS, DHL, external carriers, or your own carrier) and relate their services (express, overnight, standard) with shipping time. Associate default shipping agents and their services with individual customers or specify those details on sales orders and transfer orders to improve accuracy of order promising.

Salespeople/Purchasers: Keep track of purchases and sales per person by assigning purchasers to vendors and salespeople to customers. Purchasers and salespersons are tracked in the Vendor Ledger, Customer Ledger, Item Ledger, Job Ledger, and Resource Ledger. Statistics are generated about individual salespeople and purchasers based on this information, which can be used for calculating commissions.

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Basic Payables: Set up and maintain a vendor table, post purchase transactions in journals, and manage payables. Includes the vendor table and enables you to generate vendor ledger entries using general journals. You can post purchase transactions and manage payables in multiple currencies for each vendor. Integrated with General Ledger and Inventory.

Purchase Invoicing: Set up, post, and print purchase invoices and purchase credit memos. Integrated with General Ledger and Inventory.

Purchase Order Management: Manage purchase quotes, blanket orders, and purchase order processes. Creating a purchase order differs from creating a purchase invoice directly. The quantity available is adjusted as soon as an amount is entered on a purchase order line, but it is not affected by a purchase invoice until the invoice is posted. You can manage partial receipts, receive and invoice separately and create prepayment invoices for purchase orders, and use quotes and blanket orders in the purchase phase.

Purchase Invoice Discounts: Calculate invoice discounts automatically. The discount can differ from vendor to vendor with different minimum amounts (also in different currencies) and different rates, depending on the size of the invoice. The discount is calculated on the individual item lines and becomes part of the net sum of the invoice.

Alternative Order Addresses: Set up multiple addresses to manage orders from vendors that in addition to a main business address have more than one site from which they ship orders.

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

Salespeople/Purchasers: Keep track of purchases and sales per person by assigning purchasers to vendors and salespeople to customers. Purchasers and salespersons are tracked in the Vendor Ledger, Customer Ledger, Item Ledger, Job Ledger, and Resource Ledger. Statistics are generated about individual salespeople and purchasers based on this information, which can be used for calculating commissions.

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Basic Inventory 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. Quantity and cost records of the posted transactions are stored in the inventory ledger that is the basis for inventory valuation and other costing calculations.

Multiple Locations: Manage inventory in multiple locations that may represent a production plant, distribution centre, warehouse, show room, retail outlets, or service cars.

Stock-Keeping Units: Manage stock-keeping units (SKUs). Identical items with the same item number can be stored in different locations and managed individually at each location. Add cost prices, replenishment, manufacturing information, and so on, based on the location.

Alternative Vendors: Manage purchase of the same item from several different vendors. Set up alternative vendors for an item, specify typical lead times used by a specific vendor to deliver that item, and associate price and discount agreements for that item with each vendor.

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 Substitutions: Link items with the same or similar characteristics; when you receive an order for an item that is unavailable, you can offer substitute items and avoid losing the sale. Or, provide an extra service to your customer by offering lower-cost alternatives.

Item Cross References: Quickly and precisely identify the items a customer is ordering on the basis of item numbers other than your own. Cross-reference information from customers, vendors, and manufacturers, as well as generic numbers, universal product codes (UPCs), and European article numbers (EANs) that can be stored and easily accessed.

Item Categories: Use item categories to group items into a hierarchical structure. You can define your own custom categories and assign attributes to each category. When you add items to a category, the items inherit the attributes of the category, ensuring a common set of attributes on items in the same category, and saving you time.

Item Attributes: Use item attributes to add custom data, such as colour, country of manufacture, size, or product dimensions, to applicable items, supplementing built-in global item fields. You can define your own type of attribute options, including list, text, integer, and decimal, along with unit of measure for the two latter numeric types. Attribute names and option list entries can also be translated to support multiple language requirements. You can also block attributes or attribute option values from being used in the future, for example, if they are no longer applicable. When you add items to sales and purchase documents, or just organize your items, you can view and filter on the attribute values to limit the list of items to choose from or take action on.

Nonstock Items: Offer items to customers that are not part of your regular inventory but that you can order from the vendor or manufacturer on a one-off basis. Such items are registered as nonstock items but otherwise are treated like any other item.

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.

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

Bin: Organise your warehouse by assigning items to bins, the smallest unit in the warehouse logical structure. Bin assignment is done as the item journals or directly on the document lines (does not apply to order lines).

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

Analysis Reports: Provide decision-makers, especially those with overall responsibility for sales, purchases, and product portfolio management, with an efficient and flexible way to get meaningful information to inform day-to-day decisions. Built on item entries, this feature provides a customisable, analytic view that enables people to add and combine analysis objects—customers, items, and vendors— according to their needs. You can: present figures in both amounts and quantities and compare by periods as well as against budget (using formulae, you can create indicators of the company’s performance); drill down to locate the cause of problems; view sales dynamics; analyse inventory turnover; evaluate customers’ buying behaviour; spot trends; reconsider product offerings, prices, and vendors; and make informed business decisions.

Item Budgets: Make sales and purchase budgets on the customer, vendor, and item levels, and in both amounts and quantities. Prepare and record a sales budget that can serve as input to decision-makers in other operational areas, such as purchasing and logistics. Decision-makers gain information about future expected demand they can use for business discussions with the customers. After budgets are made, track the actual sales performance by calculating the variance. The ability to move budgeted figures between Dynamics NAV and Excel provides additional flexibility to the budgeting process.

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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. The best, as based on the highest discount, unit price is calculated for the sales line when the order details meet the conditions specified in the sales line discounts table.

Sales Line Pricing: Manage flexible item price 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. The best, that is, the lowest, unit price is brought to the sales line when the order details meet the conditions specified in the sales prices table. Make updates and changes to the price agreements as recorded in the sales prices table by using sales price worksheet.

Sales Return Order Management: Create sales return orders so you can compensate a customer for wrong or damaged items. Items can be received against the sales return order. Create a partial return receipt or combine return receipts on one credit memo. Link sales return orders with replacement sales orders.

Purchase Line Discounting: Manage multiple item purchase price discounts that you have negotiated with individual vendors based on parameters such as minimum quantity, unit of measure, currency, item variant and time period. The best, as based on the highest discount, unit cost is calculated for the purchase line when the order details meet the conditions specified in the purchase line discounts table.

Purchase Line Pricing: Manage multiple item purchase prices that you have negotiated with individual vendors based on such parameters as minimum quantity, unit of measure, currency, item variant and time period. The lowest unit cost is brought to the purchase line when the order details meet the conditions specified in the purchase prices table.

Purchase Return Order Management: Create a purchase return order to compensate your own company for wrong or damaged items. Items can then be picked from the purchase return order. You can set up partial return shipments or combine return shipments in one credit memo and link purchase return orders with replacement purchase orders.

Requisition Management: Automate the supply planning process by using the Requisition Worksheet. Generate optimal suggestions for replenishing inventory through purchases and transfers based on the item’s current and future demand and availability as well as a variety of planning parameters, such as minimum and maximum quantities and reorder quantities. Display a graphical overview of the planning impact and allow the user to change the plan using drag and drop, prior to executing on the plan.

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Assembly Management: Specify a list of sellable items, raw materials, subassemblies and/or resources as Assembly Bill of Materials that comprises a finished item or a kit. Use assembly orders to replenish assembly items to stock or capture the customer’s special requirements to the kit’s bill of materials directly from the sales quote, blanket and order line in the assembly-to-order processes.

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Calendars: Set up calendars with working and non-working days. Assign a base calendar to customers, vendors, locations, companies, shipping agent services, and the service management setup. Calendar entries will be used in date calculations on sales orders, purchase orders, transfer orders, production orders, service orders, and requisition and planning worksheets.

Campaign Pricing: Work with sales prices and sales line discounts connected with specific campaigns. After you have activated the prices/discounts, any customer or contact related to a company currently in a segment associated with a given campaign can access the price/discount associated with that campaign. Prices are valid for the life of the campaign or until you decide to deactivate them.

Bin Setup: Easily set up and maintain your bins by defining both the layout of your warehouse and dimensions of your racks, columns, and shelves; set up and maintain your planning parameters by defining the limitations and characteristics of each bin.

Internal Picks and Put-Away: Create pick and put-away orders for internal purposes, without using a source document (such as a purchase order or a sales order). For example, pick items for testing or put away production output.

Warehouse Management Systems: 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. Move items between bins using a report for optimising the space usage and the picking process or move items manually. Warehouse instruction documents are created for the pick and put-away process, which can be carried out for sales, purchase, transfers, returns, and production orders.

Order Promising: Promise accurate order shipment and delivery dates to customers as based on item current and future availability. When items are not available to meet a customer’s requested delivery date, calculate the earliest shipment date as either an available-to-promise date that is based on upcoming uncommitted supply or a capable-to-promise date – a date when items can become available should they be replenished.

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.

Put Away: Enable warehouse workers to create a put away from released orders. Put Away is managed from a separate user interface when receiving items in an order-by-order environment.

Warehouse Receipt: Enable warehouse workers to create a put-away from a receipt. Warehouse Receipt is managed from a separate user interface when receiving items in a multi-order environment.

Warehouse Shipment: Enable warehouse workers to create a pick from a shipment. Warehouse Shipment is managed from a separate user interface when shipping items in a multi-order environment.

Standard Cost Worksheet: The standard cost worksheet provides a company’s controllers with a reliable and efficient way to maintain accurate and up-to-date inventory costs. Work with standard cost updates the same way you work with an Excel spreadsheet but within the framework of Dynamics NAV. Because it provides an overview of the current standard costs, the worksheet is a convenient place to prepare for a cost update without the changes having an immediate effect in the system. You can carry out cost updates for purchased components and capacity by using different sorting criteria in several worksheets simultaneously. Get information that can help you identify and avoid potential errors by simulating the cost of manufactured items due to changes in components and/or capacity use cost and then viewing the effect.


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Organise campaigns based on segments of your contacts. 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 (or send other file formats) to communicate with the contacts in your segment.

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You can work more effectively with Relationship Management from your phone. A simplified CRM includes contact management, interactions, and sales opportunities. You can also use improved interactions logging from your phone, logging email messages using Office 365.

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Sort your contacts into categories, and automatically classify your customers based on criteria you specify. For example, you can see group contacts in terms of revenue. Use this information to target contacts for your campaigns. Divide your customers into ABC segments and use rating (assign the weights of two questions to identify the value of a third question).

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Maintain an overview of your contacts, and personalise your approach to them. Record your contact information for all business relationships. This granule is tightly integrated with the Sales and Receivables application area. You can: specify the individual people related to each contact; get a precise view of prospects and customers by categorising your contacts based on profiling questions; issue quotes to prospects or create sales documents for specific contacts; integrate your contacts from Dynamics NAV with your People Hub in Office 365 or Microsoft Outlook; keep your contacts synchronised between Dynamics NAV and Office 365 or Microsoft Outlook; use filters to synchronise only the Dynamics NAV 2017 contacts that you want to see in Office 365 or Microsoft Outlook.

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Record all the interactions that you have with your contacts e.g., telephone calls, meetings, or email. Attach documents to interactions (Word or Excel). Automatically record other interactions—for example, all Dynamics NAV documents that you send to your contacts like sales orders or quotes, can be logged and retrieved.

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Log inbound and outbound email sent through Dynamics NAV or Microsoft Outlook.

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Keep track of sales opportunities. Section your sales processes into different stages and use this information to get an overview of and manage your sales opportunities.

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Synchronise your to-do items and your contacts in Dynamics NAV with meetings, tasks, and contacts in Outlook. Create, update, cancel, and delete in one program and, at a specific time, synchronise from within Outlook.

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Non-intrusive, intelligent in-application notifications, which guide you through relevant processes according to the context you are working in. Notifications help even untrained users carry out advanced tasks.

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Organise tasks related to your sales and marketing activities. Create to-do lists for yourself and assign tasks to other users or teams of users. Automatically create recurring to-do items and activities consisting of several to-do items.


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Keep track of resources and prices. Register and sell resources, combine related resources into one resource group, or track individual resources. Divide resources into labour and equipment and allocate resources to a specific job in a time schedule.

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Plan capacity and sales, and manage usage statistics and profitability of resources. Create your plan in a calendar system with the level of detail and for the period of time that you need. Also monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.

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Manage alternative costs for resources and resource groups. The costs can be fixed or based on an additional percentage or an additional fixed charge. Define as many work types as you need.

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Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs. You can also: create a plan for a job with multiple tasks and task groupings (each task can have a budget and can be done for whatever period of time you need); copy a budget from one job to another and set up a job-specific price list for charging of items, resources, and general ledger account expenses to the job’s customer; view suggested Work in Progress and Recognition postings for a job; plan and invoice the job in a currency other than the local currency; assign a specific job to a specific customer and invoice the job completely or partially; use a jobs setup wizard to set up jobs, enter time sheets, and job journals; use a job quote report to quickly email a customer the price for a project.

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Time Sheet is a simple and flexible solution for time registration with manager approval. Time sheet provides integration to Service, Jobs, and Resource.


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Production Bill of Materials: Create bills of materials and calculate standard cost.

Production Orders: Create and manage production orders, and post consumption and output to the production orders. After you have created a production order, you can calculate net requirements based on that production order. Production Orders 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.

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Agile Manufacturing: Enables you to run Agile Manufacturing, Supply Planning, and Capacity Planning granules.

Version Management: Create and manage different versions of the manufacturing bill of materials and routings.

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Basic Supply Planning: Plan material requirements based on demand with support for master production scheduling and materials requirements planning. Includes: automatic production orders and purchase orders; action messages for fast and easy balancing of supply and demand; support for bucket less and bucketed material requirements planning; setup for items with their own reordering policy, including registration of whether they are manufactured by or purchased from a third party.

Demand Forecasting: Manage demand forecasting based on items. Input demand (sales) forecasts for products and components (daily, monthly, quarterly). This data allows the system to plan and create production and purchase orders taking into consideration the demand forecast together with the level of available inventory and parameters of requirement planning.

Sales and Inventory Forecasting: Get deep insights about potential sales and a clear overview of expected stock-outs. The built-in Cortana Intelligence leverages historical data and helps you manage your stock and respond to your customers. Based on the forecast, the Sales and Inventory extension helps create replenishment requests for vendors.

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Basic Capacity Planning: Add capacities (work centres) to the manufacturing process. Set up routings and use these routings on production orders and in material requirements planning. View loads and the task list for the capacities.

Finite Loading: Manage finite loading of capacity-constraint resources. 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. Used with the Order Promising feature, Finite Loading enables Dynamics NAV to calculate capable-to-promise (CTP).

Machine Centres: Add machine centres as capacities to the manufacturing process. Machine centres are designed to help you manage capacity of a single machine/producing resource. With machine centres, you can plan/manage capacity on several levels: on a more detailed level for machine centres and on a consolidated level for work centres. Machine centres allow users to store more default information about manufacturing processes, such as setup time or default scrap percentage.


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Assign personnel to work orders. Log details such as work order handling and work order status. For dispatching, manage service personnel and field technician information and filter according to availability, skills, and stock items. Gain an overview of service task prioritisation, service loads, and task escalations.

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Set up an agreement with the customer concerning the service level to be delivered. You can: maintain information on contract history, contract renewal, and contract templates; manage warranty details on service items and spare parts; record details on service levels, response times, discount levels, and service history of each contract (including used service items and parts and labour hours); measure contract profitability; generate contract quotes.

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Record and keep track of all your service items, including contract information, component management, and BOM reference and warranty information. Use the Trendscape Analysis feature to view key performance indicators on the service item in a given time frame.

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Register your after-sales issues including service requests, services due, service orders, and repair requests. Service requests can be initiated by the customer or created automatically according to the terms in your service agreement. Data can be entered in the service orders by a call centre employee or by your repair shop. You can also register impromptu or one-off service orders. Register and manage equipment loaned to customers. Get a complete history of your service orders and service order quotes through the Service Order Log.

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Set up, maintain, and monitor your service prices. Set up price groups based on different criteria—such as the service item (or several item groups), the service task involved, or the type of fault—for a limited period of time, or for a specific customer or currency. Define price calculation structures that include all parameters involved in providing service—for example, the parts used, the different work types, and the service charges. Dynamics NAV automatically assigns the correct price structure to the service orders that match the service price group criteria. You can also assign fixed prices, minimum prices, or maximum prices to service price groups and view statistics about the profitability of each service price group.