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How to use the ‘Item Types’ in Microsoft Dynamics 365 Business Central?

A useful feature in Microsoft Dynamics 365 Business Central is the ‘Item Types’ where you can set an Item depending on how your company is using it.

For example, if you use the items for consumables such as; packaging tape or office supplies and don’t track the inventory, or scenarios where you treat an item as a time unit to track the spent labor for supporting the business, for example, a consultancy hour.
The Item Types feature has been further enhanced in Microsoft Dynamics 365 Business Central compared to the previous versions, ‘Item Types’ were only categorized as either “Inventory” or “Service”. A third Item Type called “Non-Inventory” has been introduced in Microsoft Dynamics 365 Business Central. There is now better control in terms of setting up the pricing for items and defining the expense or revenue accounts, rather than the very limited option of using G/L Accounts or Resources in the purchase or sales order lines. The ‘Item Type’ can be entered in the ‘Item Card’ as per Figure 1 below:

    The three ‘Item Type’ options:

  • Inventory
    This is the standard type of Item that we are all familiar with where the physical item stocks are tracked and values are accounted for. There is an actual item handling involved, therefore the Inventory item type is widely supported across different areas which include; Sales, Purchasing, Job Consumption, Service Consumption, Assembly Consumption, Production Consumption, Assembly Output, Production Output and Item/Physical Inventory Journals.
  • Non-Inventory
    These are typically low-cost physical items that are used internally by the business where the item’s stock and value is not tracked. This option is mostly used if you want to record item purchases and capture it as an expense without affecting inventory. A good example of this item type is expense items such as office supplies. This Item Type cannot be used as Assembly Output and Production Output.
  • Service
    These are non-physical items which often represents a time unit such as labor time. There are only limited transaction types for Service items that include; Sales, Purchasing, and Job Consumption.

Some of the vital points about Non-Inventory and Service Item Types are below:

  • An Item Ledger Entry is created when a sales or purchase transaction is posted. But there will be no Cost Amount Actual and Remaining Quantity that will be recorded, hence the inventory and value are not tracked. The Quantity is still recorded in the ILE and the value is recorded in the Non-Inventoriable field.

See Table 1 below


  • The posting to respective the G/L Accounts has changed because Inventory Accounts and COGS Account are not recorded. It uses the combination of the General Bus. Posting Group and Gen. Prod. Posting Group to map the G/L Accounts. Table 2 below shows which G/L Account will be recorded when a Purchase or Sales transaction is posted.
  • Non-Inventory and Service items are excluded in the Inventory Valuation report.
  • Item Journal adjustments or a stocktaking cannot be posted for these item types.
  • Location Codes cannot be used when posting transactions. The transaction can still be posted if the location code is blank and the Location Mandatory field is enabled in the Inventory Setup.
  • Stock out warnings, planning parameters, reservations, item tracking, inventory posting groups cannot be used.
  • Using Item Types allows better control in processing transactions especially purchase and sales as you can setup pricing structure like a normal item while ensuring the transaction entries are recorded to the correct expense or revenue accounts. It also enhances the reporting capability as it records the entries in the Item Ledger Entries so you can access historical information and report on purchase or sales trends.

Learn more about Microsoft Dynamics 365 Business Central.

For more information and a tailored demonstration, please contact us at MetaOption to learn more: (201) 377-3150.

How Microsoft Dynamics 365 Business Central can transform Your Manufacturing Business?

With full manufacturing now being provided in the cloud in Dynamics 365 Business Central, manufacturers are in a unique position in which they can leverage cloud-based technology to satisfy their manufacturing requirements. Dynamics 365 gives businesses the opportunity to connect powerful tools, software, and apps into one seamless system.

Within Dynamics 365 Business Central, you can complete seemingly complex processes accurately and efficiently. Thanks to robust and intuitive features, you can stay ahead of the competition by providing customers with accurate information and on-time orders. Thanks to Business Intelligence, manufacturers can get a clear picture of inventory levels, production efficiencies, and forecast upcoming product demand.

Manufacturing functionality within Business Central includes:

  • Production Bill of Materials: Create bills of materials and calculate standard costs. Required for the configuration of all other Manufacturing modules.
  • 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. The Production Orders module 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
  • Agile Manufacturing: This module enables you to run the Agile Manufacturing, Supply Planning, and Capacity Planning modules.
  • Version Management: Create and manage different versions of the manufacturing bill of materials and routings.
  • Supply Planning: Plan material requirements based on demand with support for master production scheduling and materials requirements planning. Basic Supply 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.
    • The 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 in a more convenient way (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.
  • Demand Forecasting: Manage demand forecasting based on items. Input demand (sales) forecasts for products and components in a more convenient way (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: You can use the Sales and Inventory Forecast extension to 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 and saves you time.
  • Capacity Planning: Add capacities (work centers) 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 center than the capacities can be expected to execute during a given time period. This is a simple tool without any optimization. Used with the Order Promising module, Finite Loading also enables the system to calculate capable-to-promise (CTP).
  • Machine Centers: Add machine centers as capacities to the manufacturing process. Machine centers are designed to help you manage capacity of a single machine/producing resource. With machine centers, you can plan/manage capacity on several levels: on a more detailed level for machine centers and on a consolidated level for work centers. Machine centers allow users to store more default information about manufacturing processes, such as setup time or default scrap percentage.

Learn more about Microsoft Dynamics 365 Business Central.

Ready to implement Dynamics 365 Business Central in your manufacturing business? For more information and a tailored demonstration, please contact us at MetaOption to learn more: (201) 377-3150.

Generate Purchase Orders in Microsoft Dynamics NAV

Microsoft Dynamics NAV is embedded with various advanced functionalities, including Item Vendor Catalogue, which assists users to seamlessly generate PO’s.

By this functionality, users can understand how Microsoft Dynamics NAV can efficiently help sales teams to generate prompt and precise Purchase Orders (PO’s).

Dynamics NAV empowers users to generate PO’s in the following discussed ways:
Manual PO’s – Users can manually create POs through a smartly integrated user- friendly interface. The only limitation with this approach is, however, it takes longer time than desired. Moreover, the user feeding the information must need to be thorough with all the relevant and mandatory fields of the PO’s.
Automated PO’s – The automated capability of creating PO’s leverages the embedded Planning or Requisition worksheets. Basically, the system automatically generates the required PO’s, however, users need to make sure that all the relevant configurations are correctly executed.

The Item Vendor Catalogue is a unique and advanced feature that enables users to save time and efforts while manually generating the required PO’s. The functionality is capable of smartly configuring multiple vendors, for an identical item, within the Dynamics NAV which will assists users to quickly and accurately create PO’s.

Following illustrations makes it easier to understand the PO generation process through Item Vendor Catalogue in MS Dynamics NAV:

Access the ‘Vendor Card’ dashboard and go to ‘Navigate’ Tab and Click on the ‘Items’ option.

Start entering the respective ‘Item Numbers’ and ‘Vendor Item Numbers’. Users can also feed in the relevant information in the ‘Lead Time’ field.

All the information entered in the Item Vendor Catalogue will pass through the ‘Item Cross Reference’ table, as illustrated below.

Alternatively, users can configure the Item Vendor Catalogue from within the ‘Item Card’ option.

Microsoft Dynamics NAV even allows users to apply a look- up on ‘Cross Reference Number’ field, within the ‘Purchase Order Line’ while creating the PO. The look- up will filter the complete list, letting users to view only the vendor specific items that are to be supplied by the desired supplier. The capability ultimately saves the users’ time and effort in generating single or multiple PO’s while eliminates any need to feed in all the required information from the start.

To Sum up: Intelligently integrated Item Vendor Catalogue in Microsoft Dynamics NAV provides various ways to generate the PO’s. As illustrated above, users can easily identify, select, and execute the desired PO generation process, depending on their business requirements as well as their respective system configurations.

Learn more about Microsoft Dynamics NAV 2018.

For more information and a tailored demonstration, please contact us at MetaOption to learn more: (201) 377-3150.

How to create Recurring Purchase Documents in Microsoft Dynamics NAV?

Recurring purchase documents allows you to save time in creating order documents by arranging up an order template that you can select when raising an order to customers or vendors. This will be beneficial if you create documents with the exact information periodically. For example, when placing monthly order replenishments for office supplies or billing a standard charge to customers.

Here are the tasks to create a Recurring Purchase document:

Step 1. Go to Departments > Purchasing > Order Processing > Setup. Create a Standard Purchase Codes and fill in the information that makes up the purchase order lines.

Step 2. Assign the Standard Purchase Codes to the Vendor by opening the Vendor Card, click Navigate tab > Std. Vend. Purchase Codes and inserting the code as created in step 1.

Once the Standard Purchase Code is added to the vendor, you are now ready to get the Standard Purchase Code to the Purchase Order.

Step 3. Create a new Purchase Order and enter the Vendor No. in the Purchase Order Header. Click Actions > Get. Recurring Purchase Lines.

In this page you will see all the Standard Purchase Codes that have been assigned to the vendor. Select the standard purchase code that you want to create and click OK.

Step 4. All the lines that have been created from the Standard Purchase Code are automatically inserted into the Purchase Order lines.

Learn more about Microsoft Dynamics NAV 2018.

For more information and a tailored demonstration, please contact us at MetaOption to learn more: (201) 377-3150.

How to use the ‘User Task’ feature in Microsoft Dynamics NAV 2018?

To help improve productivity, the new User Tasks in Microsoft Dynamics NAV 2018 allow you to create tasks to remind you of work to be done. You can create tasks for yourself and assign tasks to others or be assigned a task by someone else in your organization. You can also set an expiration date, create a recursive task, link pages and reports.

How to use the User Task?
Step 1. Go to Departments > Administration > Application Setup > Users

Step 2. Click the “New” button to add a task.

Step 3. After you click the “New” button, it will open a page where you can enter the details for the task. Fill in Subject, Task Description, Due Date, Start Date, and Priority. Enter a value in “User Assigned to” field and optionally select a value in “Link Task to:” for either Page or Report then set the page id or report id where you want to link the task.

Step 4. You can also create a recurring task by clicking “Recurrence” action.
Fill in “Recurring Start Date”, a formula for the repeating task and the number of occurrences then click “OK”. In this example, we used to perform the task daily for 5 days starting on 2/8/2019.

When you set the occurrences at 5, the system will generate 5 tasks from the recurring start date. After clicking “OK”, the newly added tasks will show on the “Pending User Tasks” page. You can also Modify the task like changing the “User Assigned To:”, “% Complete”, “Priority” and “Due Date”

Step 5. After completing the task on the list, you can set it up as complete by selecting “Mark Complete” from the Pending User Task list or User Task Card.

Once you select the “Mark Complete” button, the “% Complete” value will be changed into 100.
When you return to the Role Center, you will see the remaining tasks in “My User Tasks” tile.

Learn more about Microsoft Dynamics NAV.
For more information and a tailored demonstration, please contact MetaOption LLC.

Create and Manage Nonstock Items in Microsoft Dynamics NAV

An item can be defined as stock or Nonstock based on whether it has stock entries associated with it. The Nonstock Item contains information about items that your company sells but does not carry in inventory. When you require to set about keeping these items in inventory, you can convert them to normal item cards in two ways:

1. From a nonstock item card, create a new item card based on a template.
2. From a sales order line of type Item with an empty “No.” field, select a nonstock item. An item card is automatically created for the Nonstock item.

We’ll guide you through how to create and manage a Nonstock Item. Nonstock Items don’t have much information unlike normal item cards because you simply utilize these items to offer on quotes and in other ways. If you want to post sales transactions using these items, you must first need to convert them into normal item cards.

Here’s how:

STEP 1
• Go to Departments>Sales & Marketing>Inventory & Pricing>Nonstock Items
• Select ‘New’ action

• Fill in the necessary fields then choose a field to create a short description or to link more information

STEP 2  
How to setup Nonstock Item numbers to convert to your own numbering
• To enable conversion of a nonstock item card to a normal item card, you must first set up on how the vendor’s item numbering is converted to your own item number format.
• In the search bar enter ‘Nonstock Item Setup’ and choose the related link

• Fill in the necessary fields then click OK

STEP 3  
How to convert a Nonstock Item to a normal item
• In the search bar enter ‘Nonstock Items’ then choose the related link
• Open the card for a Nonstock Item that you want to convert to a normal item


• In the Nonstock Item Card window choose the ‘Create Item’ action

A new item card prefilled with information from the nonstock item and a relevant item template is created. You can then fill or edit fields on the new item card as necessary

STEP 4 
How to sell a Nonstock Item and convert it to a normal item
• Go to Departments>Sales & Marketing>Order Processing>Sales Orders
• Select ‘New’ action

• Fill in the fields in the ‘General’ FastTab as for any sales order
• On a new sales line, in the ‘Type’ field, select ‘Item’, but leave the ‘No’ field empty
• Choose the ‘Line’ action, and then choose the ‘Select Nonstock Items’ action


• The Nonstock Item is converted to a normal item
• A new item card will be prefilled with information from the Nonstock Item and the relevant item template is now created

STEP 5
• In the Nonstock Items window select the ‘Nonstock Item that you want to sell’, and then choose the OK button


• When the sales order is complete choose the ‘Post action’ and you are done!

Learn more about Microsoft Dynamics NAV.
For more information and a tailored demonstration, please contact MetaOption LLC.

How to efficiently nurture leads through the sales process in Microsoft Dynamics 365?

Lead nurturing is an important step in your sales process and you must know the tricks of the business in order to do it efficiently. Lead nurturing is not only limited to sending out emails and updating the leads on your email lists about your product and services. There are thousands of companies sending thousands of emails per day and your potential customer doesn’t have the time to go through them all. You need to do it differently to get their attention.

B2B sales characteristically involve a much longer sales cycle, so even if your emails are able to capture a good amount of leads, they may not be ready for a purchase decision for several months or longer. Handing off the leads to sales, that are not prepared to buy, is not a good option. Neither is passively waiting and hoping these leads will come to you when they’re ready to purchase. That’s why you need lead nurturing. It helps you proactively engage the leads and gradually guide them towards a buying decision.

Here are a few suggestions to help enhance your approach to lead nurturing using Microsoft Dynamics 365.

Divide your leads into segments
Dividing the leads into different segments based on specific demographics, firmographics or other data makes a lot of sense. It helps you understand your distinct customer groups so you can develop more precise approaches to marketing to them. This lets you use your marketing resources more efficiently. With Dynamics 365, this process becomes a lot easier. You can track your leads throughout the sales process. You can move customers through the sales process, from lead to close, with the process bar. The process bar highlights the stage you’re in so you know where you are in the process and shows you what to do next.

Make use of multiple channels for communication
Emails are not the only medium to connect with your leads. Reflect on each channel and how well it can be utilized for your product/target buyer segment and incorporate the prioritized channels into your lead nurturing processes.

Create relevant campaigns
The requirements of each of your customers are as unique as they are. Depending on that, some segments may require simple interactions involving emails and phone calls while others may require a much more comprehensive process involving several interactions and in-person follow-ups. Incorporate the prioritized channels for your segment into your buyer’s journey to make it more impactful and meaningful. You can create automated campaigns using an easy drag-and-drop interface within Microsoft Dynamics CRM for generalized messages. You can also create complex campaigns with unique paths that vary as your contacts interact with your messaging.

Update and integrate new insights
Your buyer’s journey is a two-way dialog and not just an opportunity for you to share how great your offering is. So, stop shooting promotional emails and use a blend of marketing landing pages, gated content, short surveys, open-ended email feedback requests, to learn more about the prospect, their interests, industry, role, challenges, and so on. Be sure to follow-up to requests, clarifications, feedback, and others in a timely manner. Dynamics 365 is the key to all of these processes and to do it all in an organized manner.

Learn more about Microsoft Dynamics 365.

For more information and a tailored demonstration, please contact MetaOption LLC.

How Dynamics 365 can boost your Sales Cycle?

With Dynamics 365 for Sales, sellers can automate sales processes to boost productivity, gain key insights, streamline sales cycles, and reduce costs. Sellers have a whole new view of customers with capabilities at their fingertips that will allow them to detect future opportunities and sell more effectively. Dynamics 365 is a relationship assistant that allows users to consider contact insights and make fast acting decisions that will help sellers to continue building those crucial relationships. This instant access to customer data such as email interactions and engagement equips sellers to take meaningful action. Dynamics 365 merges the latest ERP technology and Microsoft CRM to help you win customers effectively. If you’re looking to further the dynamics of your sales team and get them to meet or exceed targets, get savvy with Dynamics 365.

1. Account Management
This feature helps you connect with sales teams across different regions to the shared account of a customer. As a sales representative, you have access to each account. You can also keep track of the hierarchy in the CRM across multiple locations to understand the relationship of contact levels and group companies as well.

2. Renewing Business Agreements & Contracts
Dynamics 365 assists sales teams in effectively handling the renewal of contracts and agreements which helps increase revenue in the form of income from licenses, maintenance plans, and support agreements.

3.Capturing Web Leads
Dynamics 365 uses third-party methods to integrate with web forms. This automatically imports registrations, downloads, inquiries, and other online activities, easily. In fact, Dynamics 365 uses these precursors to initiate workflows that send mail notifications to help plan follow-up schedules. Viable communication techniques like this help get the sales process rolling quickly and easily.

4. Goal Management
Goal management is an intuitive feature of Microsoft Dynamics 365 which enables you to set goals for sales, marketing, and other verticals in your organization, followed by measuring/tracking the results against targets. This feature is particularly targeted for users managing portfolios of customers or have positions equivalent to a Sales Manager, Sales Director, Business Director.

The following three entities constitute the goal management functionality:
Goal: It is used to keep track of your progress against set targets. This gives you the actual figures, whether it is revenue or number of total invoices paid.
Goal Metric: Every goal record is based on an underlying goal metric record with a metric type of either count or amount.
Rollup Field: The goal metric has roll-up fields which are nothing but the actual and estimated values of the goal being measured.

5. Email Marketing
With the Dynamics 365 by their side, sales teams today can get an in-depth insight into customer behavior. This means they are better equipped when making calls to customers since the sales team can steer the conversation in a favorable direction that’s beneficial to the customer.

6. Product Management
Knowing why a sales transaction failed or proved beneficial with Dynamics 365 helps you understand strengths and shortfalls. It essentially makes it convenient for the team to compare results from current and prior sales patterns. Going forward, this highlights the win versus loss ratio of a product or service surfacing because of upcoming competitors, quality issues, or pricing.

7. Mobile CRM On-the-Go
The mobile CRM platform in the Dynamic 365 platform allows you to stay connected at all times. Whether you’re onsite or offsite, there’s no communication gap and the sales staff can access any information – customer, customer data, opportunities, etc., on their mobile devices from anywhere.

8. Routing Leads
An otherwise manually tedious process, Dynamics 365 accumulates leads from information-rich sources and automatically routes them to the concerned salesperson. Using data stored in Dynamic 365, you can set the routing rules based on account status, location, product or any other criteria your company deems fit.

9. Bridging Gaps in Sales Efficacy
Did you know that the Dynamic 365 can import all kinds of data from list providers or external data sources as a one-off import? This allows you to access each relationship from one interface. That’s not all, Dynamic 365 is flexible to manage, plan, and follow-up business strategies effectively.

It also allows the team to keep tabs on customer concerns and engage in positive interaction. This can promote sales conversion by turning a contact into a flourishing sales opportunity. These are just a few aspects from a long list of must-have features; there’s plenty more to explore and experience.

Learn more about Microsoft Dynamics 365.

For more information and a tailored demonstration, please contact MetaOption LLC

How can new features in Dynamics NAV 2018 add value and growth to Finance teams?

With each new release of Dynamics NAV, Microsoft adds additional features and functionalities to help users become more productive and efficient, enabling them to grow their business. Microsoft Dynamics NAV 2018 provides users with additional accounting and financial capabilities not available in other software titles.

Pre-configured Microsoft Excel reports
NAV 2018 incorporates pre-configured Excel reports within the Business Manager and Accountant role centers in NAV. Users can easily choose pre-configured reports (balance sheet, income statement, cash-flow statement and more), that are ready to print from Microsoft Excel.

Cancel or correct the posted invoices
Modifying or correcting posted invoices is now easier in NAV 2018 from previous versions. Users can either Correct or Cancel a posted invoice. As you select one, a credit memo is generated and automatically creates the job planning lines in the background. Blocked jobs are not allowed for post corrections.

Posting setup improvements in Microsoft Dynamics NAV
Microsoft incorporates new smart algorithms that suggest posting setup accounts on posting setup lists. Simply add a combination of posting groups you want to set and click Suggest Accounts. The algorithm will then analyze existing posting setup user creates and suggests G/L accounts from similar posting setup. You can, however, disagree with the suggestion and change it to fit your specific needs.

Better control of deleting posting setup has been added in NAV 2018. If you have posting setup used somewhere, you can check to see if it is already being used somewhere by inspecting the Used in Ledger Entries field. You can also be notified while preparing a document that posting setup is missing which removes any frustration at moment of posting.

No more bottlenecks to cash flow with the bulk posting of orders, invoices and credit memos.
Are your sales going so well that you can’t process the avalanche of invoices fast enough? Is this luxury problem becoming a drain on resources? No worries, now you can process batches of orders, invoices, or credit memos in one go by choosing the documents and then choosing Post selected.

Intrastat reporting in Dynamics NAV 2018
You can now indicate that you’re required to prepare Intrastat reports and set the default transaction types for normal sales and purchases as well as sales and purchase returns to make your Intrastat reporting faster. Finance teams can use the Intrastat Checklist report to see a visual indication of which Intrastat journal lines need correcting before submitting an Intrastat report.

Flexible and on-the-fly posting to general ledger from documents
Sometimes an additional fee or service isn’t in your item catalog which causes frustration when preparing sales or purchase documents; finance users can now benefit from the ability to add these items on their document lines and post the revenue to the correct general ledger account in Dynamics NAV 2018 from the document.

Migration from QuickBooks
You can now import payroll transaction files in the QuickBooks IIF format by installing the QuickBooks Payroll File Import extension. Aggregated payroll data, including date, payroll account, description, and amount, will be imported to your G/L accounts according to mappings that you perform once per payroll account.

These are just some of the highlights of the capabilities that Dynamics NAV 2018 brings to support finance teams in improving productivity, accuracy, and ease of use of NAV 2018.

Learn more about Microsoft Dynamics NAV 2018.

For more information and a tailored demonstration, please contact us at MetaOption to learn more: (201) 377-3150.

5 Core Features of Dynamics NAV Manufacturing

Microsoft Dynamics NAV is one of the more popular software solutions in the manufacturing industry because it allows you to boost manufacturing process efficiency and allows users to effectively manage production, including production orders, bills of material, supply planning and capacity requirements planning. Flexible processes and integrated information equip you to make accurate promises to customers, respond quickly to last-minute requests and changes, and take advantage of new business opportunities to help your business stay ahead of the competition.

• Production Management (Work orders)
• Planning supplies and capacities
• Real-time visibility into shop floor operations
• Graphically depicted production schedules

Benefits of Microsoft Dynamics NAV Solution for Manufacturers:

Bill of Materials
Warehouses, transportation fleets, and container ships depend on accurate and easy-to-read bills of materials. The Dynamics NAV Manufacturing Bill of Materials feature is powerful and easy-to-maintain because it comes with unique functions. For example, the new routing design allows users to maintain comparable versions of the routings and bills of materials. It offers independent functionalities for assigning labor to purchase orders, requisitioning POs to BOMs and tracking labor costs of production runs in Dynamics NAV.

Agile Manufacturing
This Dynamics NAV Agile Manufacturing function allows users to design rush orders, make exceptions and resolve last-minute changes to manufacturing processes through interactive planning and tracking. Users can add capacities to manufacturing processes, set up specific routings for production orders and better manage material requirements planning. Each load and task list can be viewed by the individual capacities.

Production Orders
Users can easily create and manage production orders and forecast consumptions against manufacturing data in NAV. After users create a new production order, they can automatically calculate the net requirements. The production orders platform includes a traditional supply planning tool for those who dislike automatic planning. The order planning feature offers the tools and visibility needed to manually plan for sales and future demand in order to directly create different types of supply orders.

Demand Forecasting
It is also included to forecast based on items. Input demand (sales) forecasts for products and components in a more convenient way (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.

Machine Center Allocation
Dynamics NAV users who work with manufacturing operations can add machine center modules, which are designed to manage the individual capacity of one machine unit or production. Machine centers help users to better plan and manage capacity from two perspectives: a consolidated view for work centers and a detailed view of machine centers. This unique function allows users to store additional default information about manufacturing processes, such as setup times and scrap percentages, into the system.

What can MetaOption Consultants do for You?
We are Manufacturing industry specialists and can provide you with a system that suits your requirements. With manufacturing experts throughout our company, we can work with you to provide a solution that will allow you to fully manage and grow your operations.

Learn more about Microsoft Dynamics NAV 2018.