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Overview 3.60
Navision Attain®
Overview 3.60
NOTICE
This material is for informational purposes only. Navision a/s disclaims all
warranties and conditions with regard to use of the material for other
purposes. Navision a/s shall not, at any time, be liable for any special,
direct, indirect or consequential damages, whether in an action of contract,
negligence or other action arising out of or in connection with the use or
performance of the material. This material is subject to change without
notice.
The software described is supplied under license and must be used and
copied in accordance with the enclosed license terms and conditions.
COPYRIGHT NOTICE
TRADEMARKS
The trademarks of Navision a/s and Navision Development a/s are listed on
this Web site: http://trademarks.navision.com
DocID: AT-360-SST-001-V1.00.W1W1
TABLE OF CONTENTS
CHAPTER 1.
INTRODUCTION 1-1
CHAPTER 2.
CHAPTER 3.
CHAPTER 4.
CHAPTER 5.
TECHNOLOGY 5-1
Appendix A. I
INDEX 1
PREFACE
This course is designed for students who want to pass the Navision Attain
Overview test and enter into the Navision Attain Certification Program.
Preface
Chapter 1.
Introduction
Course Organization
• Financial Management
• Relationship Management
• Technology
Target Audience
The course is primarily aimed at new NSC employees who want a general
overview of Navision Attain either for the purpose of demonstrating it to
customers or as a basis for going on to further specialist training. It can
also be used for end users.
Course Prerequisites
None.
Course Objectives
Course Overview
Course Duration
Dates
The dates in the course material are in the American format. In order to
avoid confusion when reading the material, it is a good idea to change the
date format in Windows before starting the training session.
Demonstration Data
Before beginning the course, you must install Navision Attain on your
computer. Your installation CD contains the required Navision Attain
granules.
3 Click OK.
3 Click Navision Attain Client for Windows® 98, Windows NT™ 4.0
(Intel) and Windows 2000. The installation now begins.
4 In the File Download window, click Run this program from its
current location to select it and click OK. A security warning appears.
5 Click Yes.
8 Click All users or Only for me to select the desired option. Click
Next>.
9 Click the Complete field to select the setup type and click Next>.
10 Click Install to indicate that you are ready to install the program.
Financial Management
2.5 Resources
2.6 Jobs
This application area contains the features that are used with a company’s
general ledger: The chart of accounts, general journals, account schedules,
budgets, bank accounts, multiple currencies and consolidation and all the
reports and registers related to the general ledger.
For reporting to customs and tax authorities, the program provides the
ability to calculate and report VAT and sales tax, and can also assist in
completing INTRASTAT reports required in the EU.
Setting Up a Company
You must enter certain basic information before the program can be used
for the company’s daily accounting work.
The information you must record in the General Ledger application area is:
• Posting groups
• VAT information
Depending on the features you plan to use in Navision Attain you may need
to enter additional information.
Chart of Accounts
The core of a company is the chart of accounts, that is, the list of the G/L
accounts to which all G/L entries are posted. You use the Chart of
Accounts window to enter and view your G/L accounts and account
Financial Management 2-3
balances. The drilldown features in the program allow you to see the
ledger entries that make up the balance of an account.
You create the chart of accounts in the same way you create new G/L
accounts. You can set up new G/L accounts in the Chart of Accounts
window (displayed below) or in the G/L Account Card window. Click
General Ledger, Chart of Accounts to see the Chart of Accounts window.
General Journals
The entries can be directly posted from the General Ledger application
area, but they can also come from the Sales & Receivables, Purchases &
Payables and Fixed Assets application areas. The information contained in
these journals is temporary and can be changed before you post the
journal. Some journals are also posted as part of a batch job routine. This
is common in the Jobs and Inventory application areas.
Tracing Transactions
All transactions that have been posted are stored in registers. The tracing
feature enables you to trace the origin of all entries using either source
codes or reason codes. You can also easily trace all related entries that
were posted with a specific journal by using the Navigate feature, which
shows you all entries (grouped by type) that are related to a user-selected
entry.
2-4 Navision Attain® Overview
Managing VAT
When you post a journal line in the General Ledger application area and
the entry contains a VAT code, the program creates a VAT entry. You can
see the VAT entries by choosing General Ledger, Registers and opening
the Registers window, then clicking VAT Entries.
Several VAT calculation types required for trading in the EU and other
countries are available. These include normal VAT transactions, reverse
VAT transactions and full VAT transactions.
The program also contains some special tables to manage the tasks
necessary for settling VAT and reporting to the customs and tax authorities.
You can use these tables to have the program:
• Prepare and print a VAT statement, which can be copied directly to the
giro form.
Account Schedules
You can also export your account schedules to Microsoft Excel. This
allows you to:
Budgets
You can create budgets in the general ledger application area by using the
Budget window. You can create as many budgets as you like. You can
create simple G/L Account budgets for specific periods. You can also use
the company dimensions features when entering the budget to create
detailed budgets. With dimensions, it is possible to create detailed sales
budgets by customer or item for each sales account in the G/L. If you want
to limit a budget so that it applies only to specific dimensions or business
units, you can set a filter using the Filters tab in the Budget window. Then
you can enter your budget figures.
You can also export budgets to Microsoft Excel and import budgets from
Microsoft Excel. You can import many Excel files into the same budget.
The export feature allows you to distribute budget information to parties
that do not have access to the program. Likewise the import feature allows
you to consolidate budget information from parties that do not have access
to the program.
Dimensions
You can ensure the consistency of data by setting up rules for dimensions.
You determine how dimensions are combined in order to make sure that
they reflect company policy. You can also support the way your business
operates by defining default dimensions. Default dimensions may be set up
for all accounts including G/L accounts, customer and vendor accounts. For
each default, you can define posting rules that determine the way
dimension information may be posted. This ensures quicker data entry with
fewer errors.
• You can name them in a way that reflects your company’s reporting
practices and the requirements of your employees.
• You can change dimensions (or add new ones) as often as you like –
without changing your accounting structure.
Analysis Views
Using dimensions in Navision Attain, you can create analysis views. Each
analysis view provides a unique way of gathering and viewing G/L entries
posted with dimensions based on specific criteria. This information can be
filtered for certain accounts, periods, budgets, and dimension values, for
example. From an analysis view, you can drill down to the exact G/L entries
that have contributed to the view you are seeing.
You can easily create a library of views for the reports you use in your
company, and manipulate and scrutinize analysis views to investigate
possible trends that can affect the way that you do business. You can
reproduce all of this information in printed reports, web reports in HTML
format, and Excel, using account schedules.
Bank Accounts
You can manage any number of bank accounts with any number of
different banks. These accounts can be either deposit accounts or loan
accounts. You can set up a bank account in the local currency or in a
foreign currency. The program also provides the ability to reconcile the
bank statement transactions with the entries in the bank account.
The foreign trade features in Navision Attain allow you to handle foreign
currencies.
Here is the Currencies window, which you use to manage foreign currency
gains and losses and keep track of exchange rates (click General Ledger,
Setup, General, Currencies to open it):
Financial Management 2-9
You can also select a second currency, in addition to the local currency, to
be used for financial reporting.
For companies in EMU countries, this enables you to report results in both
your local currency and euro. Companies in non-EMU countries may also
wish to use euro as an additional reporting currency, if they regularly trade
with EMU countries. The additional reporting currency also enables foreign
subsidiary companies to report financial information in the currency of the
parent company.
financial information for banks, investors, and any other users of financial
information. The goal of the initiative is to create a method for exchange of
financial information in a global market place and provide a format of
consistent financial information for analysis across companies.
EU companies must report their trade with other countries. The program
contains some special tables to manage the tasks necessary for reporting
to the customs and tax authorities. You can use these tables to have the
program:
• Prepare and print the monthly INTRASTAT report, which can be copied
directly to the form provided by the tax authority.
When you convert the company's local currency to euro, a history of the
transactions in the original local currency may be kept if required. For
customers, vendors and bank accounts, a history of the transactions in the
original EMU currency is always kept.
2-12 Navision Attain® Overview
You use the features in the Sales & Receivables application area to
manage sales and accounts receivable through individual accounts for
each customer.
This application area contains all the features that are used with a
company’s sales: Customer cards, sales and cash receipt journals, quotes,
orders, invoices and credit memos, as well as reports, documents, entry
registers and posted documents related to sales.
The Sales & Receivables application area is fully integrated with the
general ledger. This means that when you post a transaction (an invoice,
for example), the program automatically posts all necessary transactions to
the sales account, the receivables account, and possible discount and VAT
accounts.
Sales & Receivables has facilities for complete customer and sales
management in an international environment.
Customer Cards
You use the customer card to set up information on all your customers.
You must set up a card for each customer. On the card you enter basic
information, such as name, address and discounts available to the
customer. To open the window, click Sales & Receivables, Customers:
Invoicing
When you post a sales invoice, the program creates a posted sales invoice.
Financial Management 2-13
It is also possible to combine the shipments of several orders into one large
shipment using the Combine Shipments feature.
You can invoice a different customer than the person or company that
ordered the goods. In Navision Attain, the sell-to customeris the customer
that ordered the goods or resources. The bill-to customer is the customer to
which the bill is sent.
In some cases, you may want to sell an item that you do not have in stock
and have one of your vendors ship the item directly to the customer. The
program can easily handle these drop shipments due to the integration
between the Sales and Receivables and Purchases & Payables application
areas.
2-14 Navision Attain® Overview
Cash Receipts
You use the cash receipt journals to register payments from customers.
Cash refunds given to customers may also be handled using the cash
receipt journal. A cash receipt journal is a type of general journal, so you
can use it to post transactions to G/L, bank, customer, vendor and fixed
assets accounts.
The program allows you to apply a single cash receipt or refund to several
outstanding sales invoices and sales credit memos. You can apply the
cash receipt or refund at the same time as you post it or you can apply the
cash receipt after you have posted it.
The program also enables you to set up payment discount terms offered to
your customers to encourage early settlement of outstanding invoices.
To open the Cash Receipt Journal window, click Sales & Receivables,
Cash Receipt Journals:
Financial Management 2-15
You can create a sales credit memo when a customer returns an item, but
you can also use it to compensate a customer with a sales allowance or to
correct an erroneous sales invoice. You can apply a credit memo to a
specific invoice, reducing the amount outstanding for the invoice, including
the possible payment discount.
To view the Sales Credit Memo window, click Sales & Receivables, Credit
Memos:
Reminders
If a customer has not paid an invoice on time, you may want to charge
them interest on the overdue payment.
Tracking Packages
You can use Navision Attain to access the Internet and track shipments.
The automatic tracking function can be activated only for a posted
shipment.
The Sales & Receivables application area is also integrated with the Jobs,
Resources and Fixed Assets application areas. All job sales and resource
sales must be performed through the sales invoice. You can also sell fixed
assets in sales invoices and sales orders.
2-18 Navision Attain® Overview
You use the features in the Purchases & Payables application area to
manage your purchases and accounts payable through individual accounts
for each vendor.
This application area contains all the features used with a company’s
purchases: Vendor cards, purchase and payment journals, requisition
worksheets, quotes, orders, invoices and credit memos, as well as reports,
documents, entry registers and posted documents related to purchases.
The features in the Purchases & Payables application are similar to the
features in the Sales & Receivables area.
Vendor Cards
You must set up a card for each vendor. On the card, you enter basic
information such as name, address and the kinds of discounts that are
available. The vendor card looks like this (click Purchases & Payables,
Vendors to open the window):
Purchase Invoicing
You can register purchase items in the program and update both inventory
and the general ledger by filling in and posting a purchase invoice. The
Purchase Invoice window looks like this (click Purchases & Payables,
Invoices to open the window):
Financial Management 2-19
You use alternative purchase invoicing when you receive the invoice from a
different vendor than the person or company that you ordered the goods
from. The buy-from vendor is the vendor you placed the order with, while
the pay-to vendor is the one you pay. You enter information about the pay-
to vendor on the Invoicing tab in the Purchase Invoice window:
2-20 Navision Attain® Overview
Partial receipts occur when you receive the items from a purchase order in
more than one delivery. If the vendor invoices you for each partial receipt,
you can register the invoice by creating a partial invoice.
• Quantity discounts - discounts that apply when you buy more than a
certain quantity of an item
Cash Payments
You use the payment journals to register payments to vendors and other
outward payments. Cash refunds received from vendors may also be
handled using the payment journal. A payment journal is a type of general
journal, so you can use it to post transactions to G/L, bank, customer,
vendor and fixed assets accounts.
You can make manual payments or you can have the program suggest
vendor payment amounts. You can also use the program to make
Financial Management 2-21
The program also enables you to keep track of payment discount terms
offered by vendors to encourage your early settlement of outstanding
invoices.
You can create a purchase credit memo when you return an item to a
vendor, but you can also use it to record a purchase allowance negotiated
with your vendor or to correct an erroneous purchase invoice. You can
apply a credit memo to a specific invoice, reducing the amount outstanding
for the invoice, including the possible payment discount.
If you have inventory items with relatively constant turnover rates, you can
use the requisition worksheet features to keep track of when to order. The
requisition worksheet can be used to suggest which items to reorder and
quantity of items to reorder. You can then use the requisition worksheet to
create purchase orders based on the suggestions. To view the requisition
worksheet, click Purchases & Payables, Requisition Worksheets.
The Purchases & Payables application area is also integrated with the Jobs
and Fixed Assets application areas. You can purchase items for use in a
job with a purchase invoice. You can also purchase fixed assets with
Financial Management 2-23
You use Fixed Assets to obtain an overview of your company’s fixed assets
and to ensure correct periodic depreciation.
This application area includes all the features necessary to manage fixed
assets, such as fixed asset cards, insurance cards, FA journals, FA G/L
and FA reclassification journals, insurance journals, and reports and
registers related to fixed assets.
For each fixed asset, you must set up a card containing information about
the asset. Buildings or production equipment can be set up as main assets
with component lists.
A fixed asset can be split up into several fixed assets, and several fixed
assets can be combined into one. If a fixed asset is partially disposed, it
must be separated into two fixed assets, and then one of them can be sold.
You can set up budgeted assets. This makes it possible to include any
anticipated acquisitions and sales in reports. You can see fixed asset
cards by clicking Fixed Assets (to get to the Fixed Assets Main Menu), and
then Fixed Assets. The window looks like this:
Financial Management 2-25
Depreciation
Maintenance
For each asset, you can record maintenance costs and the next service
date. Keeping track of maintenance expenses can be important for
budgeting purposes and for making decisions about whether to replace a
fixed asset. You register maintenance costs in the Maintenance
Registration window. To open it from a fixed asset card, click Fixed Asset,
Maintenance Registration:
2-26 Navision Attain® Overview
Insurance
Each fixed asset can be attached to one or more insurance policies. You
can therefore easily verify that insurance policy amounts are in accordance
with the value of the assets that are linked to the policy. This also makes it
easy to monitor annual insurance premiums. You keep track of your
insurance policies on the insurance card. To open it, click Fixed Assets,
Insurance.
Posting Transactions:
You do all posting in the Fixed Assets application area from journals. There
are four different journals:
• The FA journal
For each fixed asset depreciation book, there is a statistics window that
provides a quick overview of the book value, depreciable basis,
accumulated depreciation, and gains or losses on sales. Each main asset
has its own statistics window.
There are several reports available. Some of these can be tailored to meet
specific needs.
2-28 Navision Attain® Overview
2.5 RESOURCES
In the Resources application area, you define resources, which can either
be personnel or machines. You may link the individual resources to
resource groups.
This application area contains all the features that are used with a
company’s resource management: Individual resources, resource groups,
capacity planning, resource journals, as well as reports and registers
related to resources.
Resource Cards
You set up new resources on resource cards. To view the resource cards,
click Resources (for the Resources Main Menu), and then Resources. The
window looks like this:
Resource Groups
You post usage and sales of your resources for internal use and statistics
in the Resource Journal window. The entries do not have any connection
to G/L accounts and cannot be posted to the general ledger (in contrast to
job entries).
Financial Management 2-29
Resource Capacity
You can do this either from the Resources application area or the Jobs
application area.
You use the Resource Allocated per Job window to view and change the
amounts of measuring units for resources allocated to the various jobs in
different time periods. To view the window, go to the Resource Capacity
window and click Planning, Resource Allocated per Job.
2-30 Navision Attain® Overview
You can use the Resource Allocated per Service Order window to view
the amounts of units of measure for resources allocated to the various
service orders in different periods. To view the window from the resource
card, click Planning, Resource Allocated per Service Order.
Resource Availability
Modifying Resources
You can update resources and resource groups on the resource card. You
can delete resources from the Resource Group window.
Financial Management 2-31
The Resources application area and the Jobs application area are
integrated.
Resource Journals
The Resource Journals feature enables you to keep track of your use of
resources and their profitability.
You can post usage and sales of your resources in the resource journal,
and you can generate statistics from this information for internal
management purposes. To see a resource journal, click Resources,
Resource Journal:
Resource Statistics
You can see all of the transactions recorded in job journals, resource
journals or (with some limitations) sales documents in the Resource
Statistics window. To open the window from the resource card, click
Resource, Resource Statistics.
2-32 Navision Attain® Overview
Financial Management 2-33
2.6 JOBS
You use the Jobs application area for detailed planning and management
of the costing for any long-term job or project activity. You can also use it
for many types of services and consultancy tasks.
This application area contains all the features that are used with a
company’s job and project management: For example, Job cards, job
budgets, job journals, as well as reports and registers related to resources.
Job Budgets
You use the Job Budget window to set up a budget for a job. You can set
up a budget for each job. The budget is used to plan the resources you
allocate to a job.
The budget can be either very general with few entries or it can contain
more entries that are divided into activity levels. Click Jobs, Budgets to
view the job budgets.
Job Journals
• Reconcile resources.
You can view the job journal by clicking Jobs, Job Journals. The window
looks like this:
Job Sales
The integration with the Sales & Receivables application area allows you to
perform job sales. All job sales must be performed using the Sales Invoice.
Financial Management 2-35
This application area includes all the features that are used in the human
resources department of a company: Employee cards, absence
registration, and reports related to employees.
This makes personnel management more effective through the optimal use
of employee data.
Employees
You use the employee card to register all employee information. To view
the window, click Human Resources, Employees:
Absence
Absence codes help you keep track of the absences of employees and the
cause of the absences. To open the Employee Absences window from
the employee card, click Employee, Absences. The window looks like this:
2-36 Navision Attain® Overview
You use the Grounds for Termination window to set up reasons that
employees might leave the company. To open the window, click Human
Resources, Setup, Grounds for Termination:
Employment Contracts
You use employment contract codes to set up the types of contracts the
company has entered into with its employees. To open the Employment
Contracts window, click Human Resources, Setup, Employment
Contracts. The window looks like this:
Financial Management 2-37
Qualification
Relatives
Miscellaneous Articles
You can set up codes and descriptions for the benefits your employees
receive and articles owned by the company that are in the possession of
individuals. You do this in the Misc. Article Information window. To open
the window from the employee card, click Employee, Misc. Article
Information:
Confidential Information
2 What are the five things you must do in the General Ledger
application area before you can use the program for accounting work?
5 How many budgets can you create in Navision Attain for a single
company?
8 Explain the difference between the sell-to customer and the bill-to
customer.
9 Describe the three different types of discounts you can use with
customers.
3.1 Inventory
3.4 Manufacturing
3.1 INVENTORY
The Inventory application area contains all the features that a company
needs to manage its inventory: item cards to record and maintain
information about individual items, item and BOM journals to register
changes in inventory, and reports and registers related to items and BOMs.
Item Cards
You use item cards to enter basic information about an item in your
inventory, such as item number, description, unit of measure, as well as
invoicing, ordering and reporting information. There is one card for each
item. Each card contains several tabs with different types of information
about the item. To see an item card, click Inventory, Items.
Stockkeeping Units
Stockkeeping units do not replace item cards, but they are related to them.
Stockkeeping units allow you to differentiate information about an item for a
specific location (such as a warehouse or distribution center) or a specific
variant (such as different shelf numbers and different replenishment
information) for the same item.
It is important to note that the information on the stockkeeping unit card has
priority over the information on the item card. To see a stockkeeping unit
Supply Chain Collaboration 3-3
Nonstock Items
The Nonstock Item table contains information about items that your
company sells but does not carry in inventory. You would usually handle
the sale of a nonstock item in one of two ways:
Drop The item is shipped from the vendor directly to the customer. You
Shipment buy and sell the item but do not handle, stock or deliver it.
Special Order You purchase a nonstock item from the vendor especially for a
customer, receive it at your warehouse and ship it to the
customer, either by itself or in combination with other items on the
sales order.
Item Journals
The information you enter in the item journal is temporary and can be
changed as long as it is still in the journal. When you post the journal, the
information is transferred to entries on individual accounts. To open the
Item Journal window, click Inventory, Item Journals.
You use item reclassification journals to adjust inventory when you transfer
items between different locations. To insert lines in the item journal, click
the first empty line and fill in the fields.
When the journal is filled in, you can choose to post, post and print a report,
or print a test report only. To open the Item Reclass. Journal window, click
Inventory, Item Reclass. Journals.
Supply Chain Collaboration 3-5
When you post the journal, the program creates a physical inventory ledger
entry for every journal line and an item ledger entry for each journal line on
which the actual quantity on hand, as determined by the physical count, is
different from the quantity on hand calculated and recorded by the
program. To see the Phys. Inventory Journal window, click Inventory,
Phys. Inventory Journals:
3-6 Navision Attain® Overview
BOM Journals
To produce a BOM, you must enter it into the BOM journal and post it from
there. The program automatically makes a negative adjustment to inventory
for the items that are included in the BOM and a positive adjustment for the
BOM. To open the BOM Journal window, click Inventory, BOM Journal.
Revaluation Journals
The inventory value of an item can change over time, for example, as a
result of damage or age.
You can also use the revaluation journal to correct incorrect posted
documents.
The revaluation journal lets you see the existing value of an item and
assign a new value to it. To open the Revaluation Journal window, click
Inventory, Revaluation Journals.
Supply Chain Collaboration 3-7
Item Substitution
You can substitute an item with another when the desired item is out of
stock. You can also use this feature when the alternatives are cheaper and
have a higher profit margin. You must fill in substitution information for an
individual item in the Item Substitution Entry window. To open the
window, go to the item card for the relevant item, then click Item,
Substitutions:
Item Cross-References
Location Transfers
Sometimes you need to transfer items from one location to another, so that
the receiving location can fill a customer order. You transfer items from one
location to another with a transfer order. To open the Transfer Order
window, click Inventory, Transfer Orders:
Item Tracking
The item tracking setup consists of three elements; item tracking codes
setup, serial and lot number setup, and item setup. An item tracking code
Supply Chain Collaboration 3-9
defines which item parameters (serial number, lot number, or both) the
program will use to track the items and in which operational areas. When a
company wants to assign serial and lot numbers to items automatically, it
needs to set up number series that the program will use. To be able to
track a specific item, a company must first set it up for item tracking by
applying a particular item tracking code.
You set up item tracking codes in the Item Tracking Codes window. To
open the window, click Inventory, Setup, Item Tracking Codes:
In the Web Sources window, you can see the search engines that you can
use when accessing information about your contact companies on the
Internet, such as Yahoo. If your Web source is a Web site, you cannot
search for a search word. To view the Web Sources window, click
Relationship Management, Setup, Company, Web Sources.
Order Promising
based on the inventory reservation system. When the ATP function is used,
the program performs the availability check of the uncommitted
(unreserved) portion of a company's inventory in terms of planned
production, purchase, transfers and sales return. Based on the availability
date of the items, the delivery date is calculated.
With the date calculation functionality, companies can also make estimates
concerning the expected dates for order receipts from their vendors.
Item Flow
• You use a receipt document when you register items received at the
warehouse. When you post the warehouse receipt, the items are
registered as part of your inventory.
• In a put away document, you plan the task of putting away items that
have been received and registered. When items have been put away
and posted, they are available to be picked.
You put away items in the Warehouse Put-away window. To open the
window, click Warehouse Management, Put-aways.
3-12 Navision Attain® Overview
• In a pick document, you locate your pick request and then sort it, if
necessary, for example, by customer, due date, shelf/bin number, or
any other filter option.
• Ship is where you organize the shipments that are about to leave the
warehouse. You can apply a number of filters, for example, shipping
agent, shipping method or due date.
3-14 Navision Attain® Overview
The item flow is identical to that of the basic warehouse functionality. The
difference between basic Warehouse Management and WMS is noticeable
when you set up the warehouse for the first time. There are multiple
functionalities on the location cards to handle items at zone and bin level.
Location Cards
You set up a location card for each location. To view the location card, click
Warehouse Management, Setup, Locations. The Zones and Bins tab
looks like this:
To activate the WMS functionality for the current location, click the Use
Zones and Bins check box to add a check mark. The Receipt, Shipment,
Adjustment, Production and Cross-Dock fields contain the default bins
the program uses when creating a new document within these activities.
On the Zone and Bin Policies tab you can fill in additional information
about how the program should handle pick and put away.
Supply Chain Collaboration 3-15
There are worksheets for pick and put-away to optimize these activities.
WMS allows you to move items within the warehouse without a source
document. Movement is a two-step process. To move an item you must
make a request from a movement worksheet:
You must fill in the request with the items to be moved, as well as
information on where to take and place the items with detailed zone and bin
information.
Bin Replenishment
Bin replenishment optimizes the use of space within the warehouse. The
program uses bin ranking to suggest optimization. When setting up your
warehouse, you assign ranking numbers to your bins to indicate which bins
have priority over the others when picking and putting away. Bin
replenishment operates from the movement worksheet, running a batch job
calculating (according to bin ranking and minimum and maximum defined
quantity for the individual bin) where to optimize.
Internal pick and put-away allows you to make picks and put-aways without
a source document. You access these from the main menu by clicking
Warehouse Management, Internal Picks and Warehouse Management,
Internal Put-aways.
You can use the Bin Creation Worksheet to simplify setting up and
maintaining your bin creation procedure. To view the worksheet click
Warehouse Management, Periodic Activities, Bin Creation Worksheet.
Supply Chain Collaboration 3-17
You can run a batch job from the worksheet to create multiple bins. To run
the batch job, click Functions, Calculate Bins and fill in the Calculate Bins
window:
3-18 Navision Attain® Overview
3.4 MANUFACTURING
Basic Manufacturing
Orders
and routing lines. The basic difference is in the time validity of the versions.
The validity is defined by the starting date. You can see version information
in the Version No. and Active Version fields in the Production BOM
window.
Production Orders
You can manage all your production with Navision Attain. You can plan for
material and capacities by creating production orders.
You usually create planned production orders when you run the Calculate
Plan and Make Orders from Planning batch jobs, but you can also create
planned production orders manually.
Note that planned production orders are deleted during every regeneration
of the planning worksheet, unless you change the status of the production
order from planned to firm planned. This is why we do not recommend that
you create or modify planned production orders manually.
You can create firm planned production orders directly from a sales order.
Firm planned production orders are included in the calculation of the net
requirement.
You use released production orders only to post consumption and output.
The Calculate Plan batch job does not automatically create released
production orders. You can release a production order by changing the
3-20 Navision Attain® Overview
status of the production order. You can also take a sales order and
immediately turn it into a released production order.
You must distinguish between reservations for production order lines and
production order components
You reserve items in the Reservation window. To open it, first click
Manufacturing, Planning Worksheets, to open a planning worksheet. Fill in
a line specifying the item to be reserved and the due date, then click
Functions, Reserve. The window looks like this:
Supply Chain Collaboration 3-21
Blanket Orders
When you set up items with lot tracking, you can assign the lot number
series and the serial number series to the item by filling in the Serial Nos.
and Lot Nos. fields on the Item Tracking tab of the item card:
The program uses FIFO as the default costing method if you do not
manually fill in the Costing Method field on the item card for each item.
You can also choose the LIFO, specific, average, or standard costing
method.
3-22 Navision Attain® Overview
Your choice of costing method determines the way that the program
calculates unit cost by making assumptions about the flow of physical items
through your company.
With the order tracking functionality you can trace the connection of a
supply to its corresponding demand. This is useful when you want to find
the original demand that created a specific production order or purchase
order. You can also use this functionality to see the production order or
purchase order that supplies a particular demand.
You can, for example, track from either a purchase order or a production
order to find the sales order that causes the demand. You can also track
from a sales order to find the production order or purchase order that
supplies that demand.
You use the forward flushing method to have the program automatically
calculate and post consumption. It automatically reduces the inventory of
components before they are issued, at the time a scheduled receipt for
their parents or assemblies is created via a bill-of-material explosion.
The backward flushing method also automatically calculates and posts the
consumption. It automatically reduces the inventory of components after
completion of an activity on the components' upper level parent item that is
Supply Chain Collaboration 3-23
based on what should have been used as specified in the bill of materials.
You use the manual flushing method if you want to post consumption
manually by using the output journal. You select the flushing method in the
Flushing Method field on the Manufacturing tab on the item card (click
Inventory, Items to view the item card).
Production Reports
Order Promising
The order promising function is a tool for calculating the earliest possible
date that an item is available for shipment or delivery. It also creates
requisition lines for those dates that you accept.
With the order promising feature, you can promise the best possible
shipping and/or delivery date for an order.
The multiple locations means that you can manage and handle inventory in
more than one location (for example, warehouses in Atlanta, New York,
and Los Angeles) from one database to:
You can set up a production forecast for different time intervals. You do this
by clicking one of the buttons in the lower left-hand corner of the
Production Forecast window: 1 (Day), 7 (Week), 31 (Month), 3 (Quarter),
Supply Chain Collaboration 3-25
You can calculate a master production schedule (MPS). The results of the
MPS calculation appear in the planning worksheet as order proposals, and
you can edit them. Afterwards, you can calculate a materials requirement
plan (MRP).
When you calculate a net change plan, the program plans only for those
items that have had the following types of changes to their demand-supply
pattern since the last planning.
When you calculate a regenerative plan, the program plans for all items.
This might be necessary if there have been changes to the standard data
or capacity since the last planning, which would affect the total plan and,
therefore, all items.
In the Manufacturing application area, you can use the planning features to
plan the use of materials, capacities and costs for production orders.
In Navision Attain, you can work with multiple worksheets and hold a
planning run open at the same time. This lets you compare two or more
versions of a plan. The results of the newest planning appear as positive
adjustments, if any adjustments are needed.
3-26 Navision Attain® Overview
Machine Centers
The Machine Center is used to record information about all your machine
centers.
Each machine center must also have an identifying number. When you
enter the machine center number elsewhere in the program, the program
will automatically use information from the card for that particular machine
center. The information in the Machine Center table is displayed on the
machine center card. To open the window, click Cap. Reqts. Planning,
Machine Centers:
Work Centers
You can assign different machine centers to each work center. For each
machine center that you want to assign to a work center, you must enter
Supply Chain Collaboration 3-27
the number of the work center in the Work Center No. field on the machine
center card.
Every work center must also have an identifying number. When you enter a
work center number elsewhere in the program, the program will
automatically use information from that particular work center's card.
Routings
Navision Attain allows you to specify the production process in either time
or capacity, and it supports the production of part families, that is, the same
or similar items can be manufactured with a single routing.
In order to be able to work with routings, you must set up the capacity
planning standard data first.
The routings are assigned to the items in the item's standard data.
3-28 Navision Attain® Overview
You fill in routing information in the Routings window. On the routing lines,
you enter the data for the machine or work center that processes the
product. To open the window, click Cap. Reqts. Planning, Routings.
Capacity Journals
After you post a journal, the journal will be empty (unless the journal is a
recurring journal), and the transactions will be posted to the work center or
machine center. You can view the results of posting a journal in the ledger
entry windows and register windows. To open the Capacity Journal
window, click Cap. Reqts. Planning, Capacity Journals.
Supply Chain Collaboration 3-29
Finite Loading
If you want to assign finite loading instead of the default infinite load that
other resources accept, you can set up capacity constrained resources for
those areas that you regard as critical and mark them to accept a finite
load.
You use the shop calendar to preset capacity availability. This presetting is
done in steps and is systematically refined up to the final calendar date of
the specific capacity.
You can set up many different shop calendars and then assign a shop
calendar to every work center.
You must assign a work shift to every calendar day. Normally, one work
shift is used per calendar, however, if you need to, you can enter several
different work shifts in one calendar.
The send ahead quantity is the minimum quantity in an operation that you
want to process in order to start the next operation. If you enter a quantity
in this field, the program overlaps the current operation at this machine
center with the next operation. The purpose of specifying the send-ahead
quantity is to optimize the lead times of the production order.
3-30 Navision Attain® Overview
You can assign BOM line positions and/or routing lines to a routing link
code. In this way, you can make the necessary changes in one place in the
program without changing all the BOM positions.
Scrap codes are used to identify why an item has been scrapped. After you
have set up the scrap codes, you can enter them in the posting lines of the
output journal and the capacity journal.
Stop codes are used to identify why a machine center has stopped. After
you have set up the stop codes, you can enter them in the posting lines of
the output journal and the capacity journal.
Automatic Flushing
You use the forward flushing method to automatically reduce the inventory
of components before they are issued, at the time a scheduled receipt for
their parents or assemblies is created via a bill-of-material explosion.
Unit of Measure
Item Variants
In Navision Attain you can specify variants of items. This is useful if you
have a large number of almost identical items that vary only in color, for
example. Instead of setting up each variant as a separate item, you can set
up one item and then specify the various colors as variants of the item.
You can use alternative prices to indicate that a certain price should be
used when invoicing in a foreign currency.
Availability of Items
If you want to know how many units of an item will be available in the near
future, you can view an availability plan.
These questions are for self-study to help ensure that you have understood
the material in this chapter.
4 Describe a BOM and how the program adjusts inventory when you
create a BOM.
11 Describe how to open the Reservation window and what you use it
for.
Customer Relationship
Management
CRM – Marketing & Sales is a marketing and sales tool developed for
companies with small sales and marketing teams, a limited number of
customers, and a sales cycle that is not complex. The front-office tool is
fully integrated with Navision Attain.
CRM – Marketing & Sales gives you complete and accurate information to
improve the quality of every business interaction.
Contact Management
You use the contact card to record information about your contacts.
Navision Attain 3.60 is integrated with Microsoft TAPI (Telephony
Application Programming Interface). By using TAPI compliant telecom
devices, you can call a contact simply by clicking a button on the
Communication tab on the contact card (the small telephone icon next to
the telephone or mobile phone number). Contact Management is tightly
integrated with the Sales & Receivables application area. This means that,
for example, you can issue quotes to prospects or create sales documents
for specific contact persons. To view the contact card, click Relationship
Management, Contacts, then click the Communication tab:
Customer Relationship Management 4-3
Contact Search
The Contact Search feature allows you to find a contact in the database
even if you cannot remember the exact details of the contact. You can even
misspell a search string and still find the contact you are looking for. This
feature is available not only from the Relationship Management main menu
but also from wizards, the contact list and the contact card. To limit the
search, you can search across different fields (for example Name,
Address, Telephone No. and E-Mail Address) and tables (Contact,
Interaction Log Entry, To-do, Opportunity, Rlshp. Mgt. Comment
Line), or you can search across all tables. To open the window, click
4-4 Navision Attain® Overview
Task Management
With Task Management you can organize your campaign, marketing and
sales tasks. You can create to-do lists for yourself. To-dos can be linked to
contacts and/or campaigns. You can assign tasks, composed of several to-
dos, to other users or teams of users recorded in the program. Activities
can be composed from several to-dos.
Contact Classification
You can classify your contacts into different categories and tailor your
marketing messages to suit the individual needs of the customer.
Campaign Management
You can reuse existing segments, for example, specify whether or not
these segments are to be updated every time new information on the
contact is entered, or ‘freeze’ the group for follow-up activities, such as
direct mailing.
You can mail merge the identified segment with a Microsoft Word
document or send any other file type to the contacts in your segment. You
can send copies of the same document to people of different nationalities
each in their native language.
You can log the interactions that you have with your contacts, such as a
telephone call, a meeting or a letter. If an interaction contains a document,
you can save it under the relevant contact, and Document Management
helps you keep track of the document in question.
All Navision documents that you send to your contact, such as sales orders
or quotes, can be logged and retrieved and used at a later stage. You get
an accurate and up-to-date account of all your interactions with the contact.
Opportunity Management
ahead accordingly.
Opportunity Management helps you divide your sales process into different
stages. You can view existing opportunities in the Opportunities window.
The Opportunities window allows you to view existing opportunities in a
number of ways. For example you can choose to view the number of
opportunities or the value of the opportunities (calculated in a variety of
ways), grouped by campaign, salesperson, or contact. To open the
window, click Relationship Management, Opportunities:
Most CRM users build relationships with their contacts using calendar and
task management tools, and much of the external communication takes
place through MS Outlook. Therefore integration between Navision Attain
and MS Outlook is vital to the CRM user's performance.
With the Outlook Client Integration feature you can schedule meetings in
Outlook and see the to-dos in Attain before the meeting, and when the
meeting has taken place, you can log it in the Interaction Log Entries
window as an interaction. The scheduling capabilities in Outlook allow you
to plan and execute to-dos you have been assigned, and in Attain you can
create activities for customers and contact persons.
This feature integrates Navision Attain with the MS Outlook e-mail service.
All your e-mail correspondence, both inbound and outbound, can be logged
automatically or manually in Attain and can therefore be shared with your
colleagues to ensure that they have instant access to the latest
communications with business contacts.
The redesigned service price management allows the setup of service price
groups to take into consideration the service item (or service item group) as
well as the type of fault the service task involves. Service price groups can
be set up for a limited period of time, and/or for a specific customer or
currency. Price calculation structures can be used as templates to assign a
price to a service task. For example, this makes it possible to assign
specific items included in the service price as well as the type of work
included. And to ensure that the right prices are applied, it is possible to
assign fixed, minimum, or maximum prices, depending on agreements with
customers. Service price group statistics allow you to keep track of the
profitability of each service price group.
With Service Item Management you can create a database for all your
service items and parts, including contract information, component
management, BOM reference and warranty information.
You can access the Service Level Agreement for information on, for
example, response times.
You can register all items and spare parts with serial numbers as well as
any replacement equipment technicians may use, and then link them to the
Service Item Log. You can track all spare parts and equipment. You can
access key business indicators on service items in the Trendscape
Analysis feature.
You keep track of service item information on the service item card. To
open the window, click Service Management, Service Items.
4-10 Navision Attain® Overview
With service contracts you can set up an agreement with the customer
concerning the service level to be delivered. You can access information on
contract history, contract renewal, and contract templates in Contract
Management.
Service contracts give you the option to record details on service levels,
response times, and discount levels as well as the service history of each
contract, including used service items and parts and man-hours.
You can assign personnel to work orders with Planning and Dispatching. It
also allows you to log details such as work order status. Service personnel
and field technicians can be filtered according to availability and skills. You
can gain an overview of service task prioritization, service loads, and task
escalations.
Job Scheduling
You set up job scheduling in the Job Scheduler Setup window. To open
the window, click Service Management, Setup, Job Scheduler, Setup:
4-12 Navision Attain® Overview
Customer Relationship Management 4-13
These questions are for self-study to help ensure that you have understood
the material in this chapter.
Technology
Object Designer
• Tables
• Forms
• Codeunits
• Reports
Technology 5-3
• Dataports
To open the Object Designer, click Tools, Object Designer. The following
window appears:
Application Objects
Tables
All information in the database is stored in tables. Each table contains one
kind of information, such as journal lines, posted entries and basic
information.
• Normal tables display information that the user can work with. The
Customer table is an example of a normal table.
5-4 Navision Attain® Overview
• System tables are tables that the system creates automatically. The
DBMS uses the system tables to manage, among other things, system
security and permissions. The User table is an example of a system
table.
• Temporary tables act as buffers for table data in your C/AL programs.
You can do almost anything with a temporary table that you can do
with a normal database table. A temporary table is not stored in the
database but is held in memory on your workstation until you close the
table.
• Virtual tables contain information that the system provides. You cannot
change the information that these tables contain. The system
computes virtual tables at runtime. The Date and Session tables are
examples of such virtual tables.
Forms
Forms are used to enter and display data. For example, you can use a form
to enter information about new customers or to update and review
information about existing customers.
Reports
Reports are used to print information from a database. They can be used to
structure and summarize information, and they can be used to print
documents, such as invoices. They can also be used to process data
without printing anything.
You can use the Report Designer to customize and modify existing reports.
To create a new report, you must open the New Report window from the
Object Designer. To do so, click Report, and then click New. The following
window appears:
Technology 5-5
The report wizard guides you through the design of the report:
Dataports
A dataport is an object type that is used to import data from and export data
to external text files, for example, comma-separated files.
Codeunits
For more information about the Object Designer, see the manual
Application Designer's Guide.
When you program in C/AL, you use statements. There are the following
different types of statements: compound statements, conditional
statements, repetitive statements, EXIT statements and WITH statements.
For more information about C/AL, see the manual C/AL Programming
Guide or the Navision Attain Programming training material.
5-6 Navision Attain® Overview
The user interface is designed so that it is easy to use if you are already
familiar with Microsoft products. The user interface has many benefits
including the facts that many windows can be open at the same time and
that the GUI follows the same design principles throughout Navision Attain.
• filtering of information.
Here are some of the features of the two database server options for
Navision Attain:
Relational Relational
Optimistic Concurrency
Transaction Logs
For more information about the database features, see the manual
Application Designer's Guide.
Version Management
Optimistic Concurrency
This means the access that the users have to the data in the database can
be defined in terms of the tables that they have access to.
This means the access that the users have to the data in the database can
be defined in terms of the records that they have access to.
Fields
Fields are assembled into a structure called a record. On its own, a field is
not very useful, as it can hold only a limited amount of information. By
assembling these small pieces of information into records, we get a much
Technology 5-9
Records
Tables
Companies
No User Interface
You can install Navision Attain Application Server as a service and manage
it through the Navision Attain Application Server Manager, which is a
Microsoft Management Console snap-in. With the Navision Attain
Application Server Manager, you can see which Navision Attain Application
Server properties you have set. You can also add and reconfigure Navision
Attain Application Server.
It is possible to run more than one Navision Attain Application Server with
the same database or with different databases, but Windows Installer can
only install one Navision Attain Application Server on each computer. This
Technology 5-11
To install more than one Navision Attain Application Server, you must copy
all files that belong to the previously installed Navision Attain Application
Server to another target folder. Which files to copy depends on whether
you are using Navision Attain Database Server or Microsoft SQL Server.
For more information about Navision Attain Application Server, see the
manual Installation & System Management: Navision Attain Application
Server.
5-12 Navision Attain® Overview
Users of Navision Attain can work in the language of their choice. For
example, a Swiss user can run their version of Navision Attain in German,
French or Italian. The local functionality is, however, still Swiss. If the user
prefers French, but wants to send a report to an Italian colleague, he can
do so in Italian. This means that, for example, French and Italian
colleagues can work side by side on the same database or even share a
workstation.
What’s more, you can change languages on the fly; you do not have to
close down the application and log on again just to switch languages. The
real-time functionality saves you time. It gives you fast access to the
information you need to work more efficiently – in your own language.
With Navision Attain, your customer service improves because you can do
business in the language preferred by your customer. For example, if a
Polish customer wants invoices in his native language, you can easily print
the invoices in Polish from your Navision Attain application. You can
therefore communicate more efficiently with both existing and potential
customers and partners around the globe.
In order to let the user select a certain language from the Tools menu, that
language must be present as a granule in the license file. The application
must also be translated to that language, so that you can import it into the
database either as a text file or as a language module. Either you can
export all text strings and translate them in a translation tool, such as the
Navision Localization Workbench, or you can enter the translation of the
text strings directly in the Multilanguage Editor.
Technology 5-13
Multilanguage Editor
• Everything that the user will see must have a Caption property.
In Navision Attain, the code base is English (United States). This means
that the Name property of, for example, an object must always be English
(United States).
The code base in English (United States) includes, among other things, the
following:
• Object names
• Field names
• Comments
• Option strings
5-14 Navision Attain® Overview
• Control names
Commerce Gateway
SAP
BTS OEM
CG BTS BTS CG
Legends OEM
SAP SAP
It is often the case that companies store their data and documents in
different systems. This can cause problems when they want to do business
with each other. While electronic data interchange (EDI) solutions have
been around for decades, this technology has not delivered a common
framework that all companies can easily use.
• It offers direct support for a variety of data and information that will be
needed in the future (for example, product information and media data
such as pictures, sound and video).
The following picture illustrates how Navision Attain, together with Microsoft
Commerce Server 2000 enables you to access and update data in
Navision Attain over the Internet or an intranet from a Web browser.
This section describes some Commerce Portal features. The following are
key features of Commerce Portal:
• You can define the permissions of your Web portal users based on
roles.
• You can set up automatic e-mail notifications to Web portal users and
colleagues in connection with specific events in the process of handling
a sales or purchase order.
Technology 5-19
• Commerce Portal has full integration with the rest of the Navision
Attain application.
Maintaining Data
Customer information on the Customer card and Contact card can also be
maintained from the Web portal, for example, while you are visiting your
customers.
All data relevant to the Commerce Portal is synchronized with (by being
copied to) the SQL Server database so that the data is actually stored in
both the Navision Attain database and the SQL Server database. The
system automatically synchronizes the SQL Server database and,
subsequently, the Web pages on your Web portal with the Navision Attain
database.
With Commerce Portal, you can create multiple Web sites. For example,
you can create a new Web site while the old one is still online. Also each
Web portal user or group of Web portal users can be assigned to specific
Web sites, which means that they can access only these Web sites. In
addition, you can set up the templates for copying basic information to the
different types of users on the Web site. You can also define which
notification processes are to be used for the Web site.
Commerce Portal allows you to create Web portal users, give them roles
5-20 Navision Attain® Overview
and modify the rights of these users and roles from within Navision Attain.
This means that several types of Web portal users can engage in business
activities with your company or browse your Web portal. Different roles
have different permissions to perform different activities, such as business,
maintenance or administration activities.
E-Mail Notification
• To notify the users of your Web portal of specific events or the status of
their orders and offers, and of their new password and/or user IDs.
The same functionality informs your colleagues of the creation of new Web
portal users, new sales quotes or new offers on reverse auctions. One of
your colleagues or a group of your colleagues will receive an e-mail, for
example, containing information about the new Web portal user, new sales
quote or new offer on the reverse auction.
Multilanguage Functionality
Reverse Auction
reverse auction is when you put a demand for purchasing products to one
or more vendors on the Web portal. The participating vendors can then
respond to your auction by placing an offer on the Web portal, stating
delivery time, quantity and price.
When your Web portal is up and running, you might want to make
adjustments or changes. For example, you may want to change the
welcoming text that greets the Web portal users when they open the first
page of your Web portal. This is easily done from within Navision Attain.
You do not have to change the text in the HTML code, nor do you need the
assistance of an ASP programmer. You simply change the text as you
would change the text in any other application area of Navision Attain. You
can also change the pictures on your Web pages within Navision Attain.
Integration
The Commerce Portal is fully integrated with the rest of the Navision Attain
application areas.
This means that if, for example, a new customer places an order through
your Web portal, then their customer information is inserted automatically in
the Customer table in the Navision Attain database. When you set up your
Web site, you define templates for each of your different types of Web
portal users. The information on the templates will be copied to the new
user. The templates can contain basic information that you want all new
users created through your Web portal to have, as well as the permissions
you want to grant them.
If an existing Web portal user places an order through your Web portal,
they will receive all discounts that they are entitled to. In fact, everything will
work just as if the order was entered manually in the Sales Quote window
in Navision Attain. You can even grant trusted customers permission to
create sales orders and you can choose to reject or accept the sales
quotes manually.
By using their user ID and password, each Web portal user can sign in to
your Web portal and view their previously entered information, such as
orders, credit memos, offers on reverse auctions and financial statements.
In addition, depending on how you have set up your Web portal, you can
reorder items on the basis of previous orders. It is also possible for Web
portal users to monitor the status of their current orders or offers.
5-22 Navision Attain® Overview
There is no separate table for the items you sell through your Web portal.
All maintenance and updating uses the item card in the Inventory
application area of Navision Attain. So, whenever you update your prices or
the name or the availability of an item is changed, it is immediately
reflected in your Web portal.
An order placed on your Web portal is no different than one created from
within Navision Attain; there is full integration with the general ledger
through posting.
A sales order placed by a Web portal user is posted like any other sales
order in Navision Attain, and will therefore result in the same general ledger
entries, customer ledger entries, item ledger entries, and so on.
Technology 5-23
User Portal is a Web solution that gives users a single point of entry to
personal, team, corporate and external information. User Portal enables
users to access Navision Attain data from a Web browser, utilizing the
latest Navision technology and functionality from Microsoft Digital
Dashboard. User Portal is part of the e-business strategy of Navision a/s to
Web-enable Navision products.
User Portal makes it easy for users to access data in Navision Attain, no
matter where they are working. Remote users, such as traveling sales
representatives, can immediately access their personal activity pages. User
Portal delivers all the critical information users need to their own activity
page, helping them become more productive. All that is needed is access
to a Microsoft browser (Microsoft Internet Explorer 5.0 or later).
With User Portal, users can have access to all the information that supports
the roles they play in their organization. They can initiate searches for
relevant role-based information from any source. For example, when a
sales representative needs information on customer accounts and sales
history, they can easily access the relevant and up-to-date information from
Navision Attain.
User Portal enables users to tailor their personal home page to fit their
needs. They can select from available Web parts, such as stock tickers,
recent business news and Navision Attain Web parts. Navision Attain Web
parts can also be personalized so that, for example, a user can see both
the standard Item Sales Top 10 and the personalized My Item Sales Top
10.
Digital Dashboards
The digital dashboard concept is derived from the dashboards found in real
life. For example, cars and airplanes have dashboards that aid users in
driving a car or flying a plane safely. When you are in the role of a driver,
you need to be able to monitor speed, gas level, and engine temperature
whereas pilots also need to monitor altitude, for example. So the
5-24 Navision Attain® Overview
dashboards are equipped with carefully designed gauges and controls that
aid the user in performing the tasks relevant to their role.
Activity Center
An activity center contains all the links and views a user needs when acting
in a certain role. Each user has one activity center for each role they are
assigned to.
• Sales
• Product Designer
Web Parts
The Web parts are the gauges on the dashboards. In other words, activity
centers are made up of Web parts. Once a Web part has been designed, it
can be reused in different activity centers.
Web parts are components that contain any kind of Web-based technology.
As described earlier, they are Microsoft Digital Dashboard’s way of
modeling gauges from a real-world dashboard. For example, a
speedometer would be considered one Web part.
The Web parts are used to build activity centers. Once a Web part is
designed, it can be used in one or more activity centers. Web parts can add
general functionality to an activity center or they can add specialized
Technology 5-25
functionality.
• Favorites
• Frequent Tasks
They add the general functionality to an activity center that you can find on
most Web sites. Other Web parts are highly specialized for one activity
center.
Web parts can also contain information from external sources, for example,
ticker stock prices, Microsoft Outlook, Microsoft NetMeeting and Web sites
with recent business news.
Infrastructure
User Portal uses the dataport feature within Navision Attain as a gateway
for inbound and outbound data.
• Allows for fully validated updates back into Navision Attain, observing
the business application logic and rules.
These questions are for self-study to help ensure that you have understood
the material in this chapter.
3 What is a codeunit?
Company History
Company Organization
A Look Forward
II Cronus International Company History
Company History
Company Organization
The company, which went public in 1998, has grown from 60 employees in
1993 to nearly 850 today.
The founder, John Roberts (JR), a trained carpenter and joiner, has
become CEO of the company and is responsible for overseeing all of its
operations.
Interior design consultant Mary Fioretto (MF) has designed the new line of
interior decorating items to go with the OLYMPIC series. Because of her
background in clothing design, she also has overseen the design of the line
of activewear, which will be sold via the Internet.
With the addition of copiers to its product line, Cronus needed a Service
Manager, so they hired Kate Decker (KD), to fill that position. She has ten
years of experience in the customer service field and served as an expert
consultant for the development of the service management functionality for
Navision Attain.
In order to properly market the new product lines, Cronus felt it was
necessary to hire a Marketing Manager. Maria Bedford (MB), who has ten
years of experience in the sporting goods market, will focus on marketing
the bicycle and activewear lines.
Alice Hart (AH) is the office manager of the headquarters office. She is an
expert party planner and is responsible for all company functions.
VI Cronus International Company History
To complement the office furniture line, Cronus has added a line of interior
decorating items which will be sold via the Internet using Navision Attain
solution suite for e-commerce.
Bicycles
Cronus has manufactured bicycles since the late nineties. The company
will use their Navision Attain that supports relationship management to
make a targeted effort to sell them.
Computer Hardware
Cronus has been manufacturing bicycles for a number of years but has
never made selling them a priority. The sales staff will undertake a sales
campaign, specifically targeting customers who will be interested in the
bicycles. To plan and execute this campaign, they will employ the
Relationship Management functionality that is part of their new Navision
Attain installation. This will enable Cronus to target only the potential
customers whose profile is included in a segment. Relationship
Management will enable Cronus to ensure that the expenditure of the
campaign pays back. Navision Attain will also help Cronus optimize stock
turnover rates by taking sales budgets into account when purchasing and
manufacturing.
Distribution
E-Commerce
At least two of Cronus’ new product lines—the interior design items and the
activewear and accessories—will be sold directly to consumers via the
Internet. Cronus has implemented Navision Attain with its e-commerce
solution suite to fill e-commerce needs. This will allow Cronus to both
catalog and categorize the items in multiple configurations, targeting
VIII Cronus International Company History
B2B
It has been decided that business relationships with major suppliers should
be tightened in order to save on the handling of orders and invoices, as
well as more efficiently handle distribution. Thus, Cronus International Ltd.
has entered into strategic business partnerships with a number of
suppliers. One of these partners is the supplier of the interior design items
which will be sold online. Orders and shipments will be made through the
Navision Commerce Gateway B2B connection. This will save both
companies time and money and increase the efficiency of orders, stocks
and shipments.
Service Management
With the purchase of the computer hardware firm, Cronus International Ltd.
enters into a field where they have little prior experience. The company
has service agreements with its hardware customers. The Service
Management functionality of their new Navision Attain installation will
enable Cronus to efficiently honor and maintain these agreements,
providing maintenance and repair services for these customers.
Sales Force
Due to steady growth in the sales force it has been increasingly important
to share information within the company on all external contacts. Many
different people in different departments within the organization need to
have access to up-to-date information on all contacts and any
correspondence with them. Cronus believes that these contacts should be
maintained on a personal basis. The functionality within Navision Attain
that supports relationship management will aid Cronus in building stronger
personal relationships with suppliers and customers.
Cronus International Company History IX
A Look Forward
Supply Chain