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1 of 35 1 Microsoft Dynamics NAV 3 Packaging of Functionality in Microsoft Dynamics NAV 2015 2 How to Buy Microsoft Dynamics NAV 2015 4 Product Capabilities in Microsoft Dynamics NAV 2015 5 Microsoft Resources Menu Starter Pack Extended Pack Product Overview and Capability Guide Microsoft Dynamics NAV 2015 October, 2014

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1 o

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Men

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Fi

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NA

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4 o

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kes

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for

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ple

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Mic

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s is

so

ld b

y a

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two

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luti

on

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selle

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cal p

art

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pri

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d im

ple

me

nts

Mic

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AV

ba

sed

up

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niq

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pa

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vid

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ON

E L

OG

IN T

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ER

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CC

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all

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sin

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5 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

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ion

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in

Mic

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ynam

ics

N

AV

20

15

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w t

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Dyn

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AV

20

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4 Pro

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ynam

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om

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sin

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1 Mic

roso

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V 3 Pack

agin

g o

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ion

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in

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ynam

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N

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20

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AV

20

15

4 Pro

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ynam

ics

NA

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es

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u

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Ext

en

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2.

Ho

w t

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uy

Mic

roso

ft

Dyn

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s

NA

V 2

015

7 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

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ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

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ilitie

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Mic

roso

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ynam

ics

NA

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015

5 Mic

roso

ft R

eso

urc

es

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u

Sta

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Ext

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Pa

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xte

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ck

2. H

ow

to

Bu

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icro

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Dyn

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AV

20

15

Pe

rpe

tua

l Li

cen

sin

g

Perp

etu

al L

ice

nsi

ng

fo

r M

icro

soft

Dyn

am

ics

NA

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de

sig

ne

d t

o

he

lp s

ma

ll a

nd

mid

size

bu

sin

ess

es

ge

t st

art

ed

wit

h a

n a

ffo

rda

ble

up

fro

nt

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rice

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pid

sta

rt t

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ls a

nd

bu

ilt in

fu

nct

ion

alit

y.

Wit

h M

icro

soft

Dyn

am

ics

Perp

etu

al L

ice

nsi

ng

, cu

sto

me

rs li

cen

se

the

ER

P S

olu

tio

n f

un

ctio

na

lity,

an

d a

cce

ss t

o t

ha

t fu

nct

ion

alit

y is

secu

red

by

lice

nsi

ng

use

rs.

Se

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rov

ide

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bsc

rip

tio

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ng

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r’s

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bsc

rip

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n L

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nsi

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soft

Dyn

am

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NA

V is

de

sig

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elp

ke

ep

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pfr

on

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ug

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er

use

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en

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ee

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all

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et

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hile

leve

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an

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cen

sin

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od

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imp

lify

the

pu

rch

ase

pro

cess

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sto

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rs h

ave

th

e c

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of

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use

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d F

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r, an

d t

he

op

tion

to

giv

e t

ho

se u

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acce

ss t

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dva

nce

d f

un

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nal

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ug

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“E

xte

nd

ed

Pac

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selle

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nn

ing

, im

ple

me

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tio

n, a

nd

su

pp

ort

se

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tim

izin

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asi

ng

th

eir

Mic

roso

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yna

mic

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AV

lice

nse

s u

p f

ron

t, o

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de

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EX

TE

ND

ED

PA

CK

(OP

TIO

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L)

Ad

van

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fu

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CO

NFI

GU

RA

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Co

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gu

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on

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d D

eve

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(NA

V/G

P)

Ap

plic

ati

on

Ob

ject

s (N

AV

)

FULL

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R

Full

Re

ad

Full

Wri

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Fin

an

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SER

Full

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Fig

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al L

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sin

g O

verv

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STA

RT

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Fin

an

ce

Dis

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Pro

ject

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EX

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ED

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CK

Pro

fess

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Wa

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ou

sin

g

Fig

ure

2: S

tart

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xten

ded

Pa

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Fu

nct

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alit

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8 o

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5

1 Mic

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ynam

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agin

g o

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ion

ality

in

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ynam

ics

N

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20

15

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w t

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uy

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icro

soft

Dyn

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AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

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ynam

ics

NA

V 2

015

5 Mic

roso

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eso

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Men

u

Sta

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en

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mic

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20

15. T

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Sta

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off

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, Dis

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d P

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l Se

rvic

es

fun

ctio

na

lity,

plu

s th

ree

Fu

ll U

ser

lice

nse

s fo

r o

ne

pri

ce.

Th

e f

un

ctio

na

lity

incl

ud

ed

in t

he

Sta

rte

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ack

is d

esi

gn

ed

to

he

lp

cust

om

ers

:

>

>

Pu

rch

ase

an

d s

ell

ite

ms

an

d m

ate

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ls

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y a

nd

ma

na

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em

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yee

s

>

Ma

na

ge

th

e b

illa

ble

s g

en

era

ted

by

con

sult

an

ts

For

ma

ny

bu

sin

ess

es,

th

is is

th

e o

nly

lice

nse

co

mp

on

en

t re

qu

ire

d.

Fig

ure

3:

Sta

rte

r P

ack

No

tes:

Ad

dit

ion

al s

oft

wa

re li

cen

ses

ma

y b

e r

eq

uir

ed

, su

ch a

s M

icro

soft

Mic

roso

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ha

rePo

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Th

ese

lice

nse

s a

re n

ot

incl

ud

ed

wit

h t

he

Sta

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ack

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ust

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lice

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cco

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ap

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cen

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s.

Se

e L

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itio

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tio

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TH

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XT

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t re

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can

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the

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xte

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en

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ack

ma

na

ge

me

nt

wit

h b

roa

de

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nct

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alit

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xte

nsi

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ch a

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>

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nu

fact

uri

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to

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Ba

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Cu

sto

me

r R

ela

tio

nsh

ip M

an

ag

em

en

t (C

RM

) to

ma

na

ge

cu

sto

me

r a

nd

su

pp

lier

rela

tio

nsh

ips

an

d o

ffe

r th

e

hig

he

st q

ua

lity

of

serv

ice

an

d s

up

po

rt.

to a

ll o

f th

e in

cre

me

nta

l fu

nct

ion

alit

y.

Fig

ure

4:

Ex

ten

de

d P

ack

No

tes:

>

Th

e S

tart

er

Pa

ck is

a p

rere

qu

isit

e t

o t

he

Ext

en

de

d P

ack

>

Up

on

pu

rch

asi

ng

th

e E

xte

nd

ed

Pa

ck t

he

fu

nct

ion

alit

y is

ext

en

de

d t

o a

ll cu

rre

nt

an

d c

om

ing

use

rs o

f th

e c

ust

om

er.

STA

RT

ER

PA

CK

(RE

QU

IRE

D)

Fin

an

cia

ls &

Dis

trib

uti

on

3 F

ull

Use

r lic

en

ce

incl

ud

ed

STA

RT

ER

PA

CK

(RE

QU

IRE

D)

Fin

an

cia

ls &

Dis

trib

uti

on

s

3 F

ull

Use

r lic

en

ce

incl

ud

ed

EX

TE

ND

ED

PA

CK

(OP

TIO

NA

L)

Ad

van

ced

fu

nct

ion

alit

y

9 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

3.

Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

10 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

3. P

acka

gin

g o

f fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

NA

V 2

015

Mic

roso

ft D

ynam

ics

NA

V c

om

es

with

a w

ide

se

t o

f fu

nct

ion

aliti

es

that

th

rou

gh

Mic

roso

ft D

ynam

ics

NA

V 2

015

pro

vid

e s

om

e g

reat

op

po

rtu

niti

es

for

de

plo

yme

nt

sup

po

rtin

g b

usi

ne

ss p

roce

sse

s an

d

en

han

cin

g b

usi

ne

ss p

rod

uct

ivity

with

in t

he

org

aniz

atio

n.

A M

icro

soft

Dyn

amic

s N

AV

cu

sto

me

r ca

n c

ho

ose

wh

eth

er

to

de

plo

y th

e S

tart

er

and

Ext

en

de

d P

ack

thro

ug

h t

he

Mic

roso

ft

Win

do

ws

clie

nt

for

Mic

roso

ft D

ynam

ics

NA

V, t

he

We

b C

lien

t fo

r

Mic

roso

ft D

ynam

ics

NA

V o

r th

e M

icro

soft

Dyn

amic

s N

AV

Po

rtal

fram

ew

ork

fo

r M

icro

soft

Sh

are

Poin

t (a

lso

kn

ow

n a

s th

e M

icro

soft

Dyn

amic

s N

AV

Sh

are

Poin

t C

lien

t) a

ll th

rou

gh

th

e s

ame

Use

r ty

pe

s.

Th

e S

tart

er

Pa

ck

- In

clu

din

g -

Ba

sic

Fin

an

cia

ls M

an

ag

em

en

t (G

en

era

l Le

dg

er

an

d F

ixe

d A

sse

ts)

-

Ba

sic

Su

pp

ly C

ha

in M

an

ag

em

en

t a

nd

Ba

sic

Sa

les

Ma

na

ge

me

nt

(Sa

les,

Pu

rch

asi

ng

an

d In

ven

tory

) –

Pro

fess

ion

al S

erv

ice

s (P

roje

ct m

an

ag

em

en

t) w

ith

a w

ide

se

t o

f

Bu

sin

ess

Insi

gh

t a

nd

re

po

rtin

g f

un

ctio

na

lity

as

an

inte

gra

l pa

rt o

f th

e p

rod

uct

.

Ad

dit

ion

ally

th

e S

tart

er

pa

ck c

om

es

wit

h a

wid

e s

et

to t

oo

ls t

o c

ust

om

ize

th

e

solu

tio

n t

o m

ee

t th

e n

ee

ds

of

eve

ry c

ust

om

er

tog

eth

er

wit

h d

ee

p in

teg

rati

on

op

po

rtu

nit

ies

to b

e m

ad

e t

hro

ug

h w

eb

se

rvic

es.

Th

e E

xte

nd

ed

Pa

ck is

fo

r g

row

ing

, mid

ma

rke

t, o

r h

igh

-fu

nct

ion

al-

ne

ed

s

com

pan

ies

wh

o a

re lo

oki

ng

for

an a

dap

tive

so

lutio

n w

ith a

bro

ad s

et

of f

un

ctio

nal

ity

– in

clu

din

g W

are

ho

usi

ng

, Ma

nu

fact

uri

ng

. It

com

es

wit

h a

dd

itio

na

l cu

sto

miz

ati

on

ob

ject

s fo

r d

oin

g m

ore

ext

en

sive

cu

sto

miz

ati

on

s.

Sta

rte

r P

ack

fu

nct

ion

ali

ty>

Fin

anci

al M

anag

emen

t>

Cu

sto

me

r R

ela

tion

ship

M

an

ag

em

en

t>

Pro

ject

Ma

na

ge

me

nt

De

velo

pm

en

t>

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

> H

um

an

Re

sou

rce

M

an

ag

em

en

t>

La

ng

ua

ge

s>

Oth

er

Ex

ten

de

d P

ack

fu

nct

ion

ali

ty>

Fin

an

cia

l M

an

ag

em

en

t E

xt.

> C

ust

om

er

Re

latio

nsh

ip

Ma

na

ge

me

nt

Ext

.

De

velo

pm

en

t E

xt.

> S

up

ply

Ch

ain

M

an

ag

em

en

t>

Ma

nu

fact

uri

ng

S

olu

tio

ns

11 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Mic

roso

ft D

yna

mic

s N

AV

20

15

Sta

rte

r P

ack

fu

nct

ion

ali

tyM

icro

soft

Dyn

am

ics

NA

V 2

015

E

xte

nd

ed

Pa

ck f

un

ctio

na

lity

(in

clu

de

s a

ll th

e f

un

ctio

na

lity

in t

he

sta

rte

r p

ack

)

FIN

AN

CIA

L M

AN

AG

EM

EN

T

PR

OJE

CT

MA

NA

GE

ME

NT

B

asi

c G

en

era

l Le

dg

er

A

lloca

tio

ns

B

ud

ge

ts

A

cco

un

ts S

che

du

les

C

on

solid

ati

on

B

asi

c X

BR

L

C

ha

ng

e L

og

C

ash

Flo

w F

ore

cast

B

asi

c Fi

xed

Ass

ets

In

sura

nce

M

ain

ten

an

ce

Fi

xed

Ass

ets

– A

lloca

tio

ns

B

an

k M

an

ag

em

en

t

C

he

ck W

riti

ng

B

an

k R

eco

nci

liati

on

P

aym

en

t H

an

dlin

g

B

asi

c R

eso

urc

es

C

ap

aci

ty M

an

ag

em

en

t

M

ult

iple

Co

sts

B

ud

ge

ts/E

stim

ate

s

P

ha

ses/

Task

s/S

tep

s

Jo

bs

Su

ite

CU

STO

ME

R R

EL

AT

ION

SH

IP M

AN

AG

EM

EN

T

C

on

tact

Ma

na

ge

me

nt

Ta

sk M

an

ag

em

en

t

O

utl

oo

k C

lien

t In

teg

rati

on

CO

NF

IGU

RA

TIO

N A

ND

DE

VE

LOP

ME

NT

R

ep

ort

De

sig

ne

r (1

00

Re

po

rts)

Ta

ble

De

sig

ne

r (1

0 T

ab

les)

Q

ue

ry D

esi

gn

er

(10

0 Q

ue

ry)

X

ML

Po

rt (

100

XM

L)

P

ag

e D

esi

gn

er

(10

0 P

ag

es)

C

od

e u

nit

s (1

0

CU

STO

ME

R R

EL

AT

ION

SH

IP M

AN

AG

EM

EN

T E

XT.

C

am

pa

ign

Ma

na

ge

me

nt

O

pp

ort

un

ity

Ma

na

ge

me

nt

In

tera

ctio

n/D

ocu

me

nt

M

an

ag

em

en

t

M

ail

Log

gin

g f

or

MS

Exc

ha

ng

e

S

erv

ice

Ord

er

Ma

na

ge

me

nt

S

erv

ice

Pri

ce M

an

ag

em

en

t

S

erv

ice

Ite

m M

an

ag

em

en

t

S

erv

ice

Co

ntr

act

Ma

na

ge

me

nt

P

lan

nin

g a

nd

Dis

pa

tch

ing

CO

NF

IGU

RA

TIO

N A

ND

DE

VE

LOP

ME

NT

EX

TE

ND

ED

Ta

ble

(10

ta

ble

s)

P

ag

es

(10

0 p

ag

es)

C

od

e u

nit

s (1

0 u

nit

s)

X

ML

Po

rt (

100

XM

L)

FIN

AN

CIA

L M

AN

AG

EM

EN

T E

XT

EN

DE

D

R

esp

on

sib

ility

Ce

nte

rs

In

ter-

com

pa

ny

Po

stin

gs

C

ost

Acc

ou

nti

ng

Sta

rte

r P

ack

fu

nct

ion

ali

ty>

Fin

anci

al M

anag

emen

t>

Cu

sto

me

r R

ela

tion

ship

M

an

ag

em

en

t>

Pro

ject

Ma

na

ge

me

nt

De

velo

pm

en

t>

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

> H

um

an

Re

sou

rce

M

an

ag

em

en

t>

La

ng

ua

ge

s>

Oth

er

Ex

ten

de

d P

ack

fu

nct

ion

ali

ty>

Fin

an

cia

l M

an

ag

em

en

t E

xt.

> C

ust

om

er

Re

latio

nsh

ip

Ma

na

ge

me

nt

Ext

.

De

velo

pm

en

t E

xt.

> S

up

ply

Ch

ain

M

an

ag

em

en

t>

Ma

nu

fact

uri

ng

S

olu

tio

ns

12 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Mic

roso

ft D

yna

mic

s N

AV

20

15

Sta

rte

r P

ack

fu

nct

ion

ali

tyM

icro

soft

Dyn

am

ics

NA

V 2

015

E

xte

nd

ed

Pa

ck f

un

ctio

na

lity

(in

clu

de

s a

ll th

e f

un

ctio

na

lity

in t

he

sta

rte

r p

ack

)

SU

PP

LY C

HA

IN M

AN

AG

EM

EN

T

B

asi

c R

ece

iva

ble

s

S

ale

s In

voic

ing

S

ale

s O

rde

r

Ma

na

ge

me

nt

S

ale

s In

voic

e

Dis

cou

nts

A

lte

rna

tive

Sh

ip-T

o

Ad

dre

sse

s

S

hip

pin

g A

ge

nts

S

ale

s R

etu

rn O

rde

r M

a n

ag

em

en

t

S

ale

s Li

ne

D

isco

un

tin

g

S

ale

s Li

ne

Pri

cin

g

S

ale

s Ta

x

B

asi

c P

aya

ble

s

P

urc

ha

se I

nvo

icin

g

P

urc

ha

se O

rde

r M

an

ag

em

en

t

P

urc

ha

se I

nvo

ice

D

isco

un

ts

R

eq

uis

itio

n

Ma

na

ge

me

nt

A

lte

rna

tive

Ord

er

Ad

dre

sse

s

P

urc

ha

se R

etu

rn

Ord

er

Ma

na

ge

me

nt

P

urc

ha

se L

ine

D

isco

un

tin

g

P

urc

ha

se L

ine

P

rici

ng

D

rop

Sh

ipm

en

ts

S

ale

spe

op

le/

Pu

rch

ase

rs

B

asi

c In

ven

tory

M

ult

iple

Lo

cati

on

s

S

tock

ke

ep

ing

Un

its

A

lte

rna

tive

Ve

nd

ors

A

sse

mb

ly

Ma

na

ge

me

nt

Lo

cati

on

Tra

nsf

ers

It

em

Su

bst

itu

tio

ns

It

em

Cro

ss

Re

fere

nce

s

N

on

sto

ck I

tem

s

It

em

Tra

ckin

g

It

em

Ch

arg

es

B

in

P

ick

A

na

lysi

s R

ep

ort

s

It

em

Bu

dg

ets

HU

MA

N R

ES

OU

RC

E M

AN

AG

EM

EN

T

B

asi

c H

um

an

Re

sou

rce

s

LA

NG

UA

GE

S

M

ult

iple

Do

cum

en

t La

ng

ua

ge

s

M

ult

iple

La

ng

ua

ge

s (E

ach

)

OT

HE

R

T

ime

Sh

ee

t

U

nlim

ite

d

Co

mp

an

ies

S

ub

sid

iary

(E

ach

)

P

er

Da

tab

ase

Li

cen

se

M

ult

iple

Cu

rre

nci

es

In

tra

sta

te

E

xte

nd

ed

Te

xt

Jo

b Q

ue

ue

B

asi

c D

ime

nsi

on

s

R

ea

son

Co

de

s

A

dva

nce

d

Dim

en

sio

ns

D

yna

mic

s N

AV

S

erv

er

C

on

ne

cto

r fo

r

Mic

roso

ft D

yna

mic

s

MA

NU

FAC

TU

RIN

G S

OLU

TIO

NS

P

rod

uct

ion

Ord

ers

P

rod

uct

ion

Bill

of

Ma

teri

als

V

ers

ion

Ma

na

ge

me

nt

A

gile

Ma

nu

fact

uri

ng

B

asi

c S

up

ply

Pla

nn

ing

D

em

an

d F

ore

cast

ing

B

asi

c C

ap

aci

ty P

lan

nin

g

M

ach

ine

Ce

nte

rs

Fi

nit

e L

oa

din

g

SU

PP

LY C

HA

IN M

AN

AG

EM

EN

T

O

rde

r P

rom

isin

g

C

ale

nd

ars

C

am

pa

ign

Pri

cin

g

C

ycle

Co

un

tin

g

P

ut

Aw

ay

W

are

ho

use

Re

ceip

t

W

are

ho

use

Sh

ipm

en

t

S

tan

da

rd C

ost

Wo

rksh

ee

t

W

are

ho

use

Ma

na

ge

me

nt

Sys

tem

s

In

tern

al P

ick

s a

nd

Pu

t A

wa

ys

A

uto

ma

ted

Da

ta C

ap

ture

Sys

tem

B

in S

et-

Up

Sta

rte

r P

ack

fu

nct

ion

ali

ty>

Fin

anci

al M

anag

emen

t>

Cu

sto

me

r R

ela

tion

ship

M

an

ag

em

en

t>

Pro

ject

Ma

na

ge

me

nt

De

velo

pm

en

t>

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

> H

um

an

Re

sou

rce

M

an

ag

em

en

t>

La

ng

ua

ge

s>

Oth

er

Ex

ten

de

d P

ack

fu

nct

ion

ali

ty>

Fin

an

cia

l M

an

ag

em

en

t E

xt.

> C

ust

om

er

Re

latio

nsh

ip

Ma

na

ge

me

nt

Ext

.

De

velo

pm

en

t E

xt.

> S

up

ply

Ch

ain

M

an

ag

em

en

t>

Ma

nu

fact

uri

ng

S

olu

tio

ns

13 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

4.

Pro

du

ct C

apab

ilitie

s in

M

icro

soft

Dyn

amic

s N

AV

2

015

14 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

4. P

rod

uct

Cap

abili

ties

in

Mic

roso

ft D

ynam

ics

NA

V 2

015

FIN

AN

CIA

L M

AN

AG

EM

EN

T

Ge

ne

ral

Acc

ou

nts

Sch

ed

ule

s

mo

nit

or

the

he

alt

h o

f th

e b

usi

ne

ss a

nd

pro

vid

e v

alu

ab

le in

pu

t fo

r

the

bu

sin

ess

de

cisi

on

m

ake

rs. Y

ou

ge

t to

ch

oo

se t

he

acc

ou

nts

you

wa

nt

to m

on

ito

r a

nd

re

po

rt o

n, c

ha

ng

e t

he

ord

er

of

the

colu

mn

s to

pri

nt,

ch

an

ge

th

e d

esc

rip

tio

n o

f th

e a

cco

un

ts a

nd

sup

ply

th

em

wit

h a

dd

itio

na

l no

tes.

In a

dd

itio

n, y

ou

ca

n m

ake

sim

ple

ca

lcu

lati

on

s o

n t

he

da

ta y

ou

sele

cte

d o

n t

he

acc

ou

nts

sch

ed

ule

s w

ork

she

et,

co

mp

are

cu

rre

nt

Allo

cati

on

sA

lloca

te g

en

era

l le

dg

er

en

trie

s to

co

mb

ina

tio

ns

of

acc

ou

nts

,

de

pa

rtm

en

ts, a

nd

pro

ject

s u

sin

g a

lloca

tio

n k

eys

ba

sed

on

am

ou

nt,

pe

rce

nta

ge

, or

qu

an

tity

.

Ba

sic

Ge

ne

ral L

ed

ge

rT

his

gra

nu

le in

clu

de

s a

ll th

e b

asi

c fu

nct

ion

alit

y n

ece

ssa

ry f

or

sett

ing

up

a c

om

pa

ny

an

d p

ost

ing

to

th

e g

en

era

l le

dg

er,

cha

rt o

f

acc

ou

nts

, ge

ne

ral j

ou

rna

ls, V

AT

fa

cilit

ies,

re

curr

ing

jou

rna

ls, a

nd

sou

rce

co

de

s. A

lso

incl

ud

es:

>

Faci

litie

s fo

r in

tern

al a

nd

ext

ern

al r

ep

ort

ing

.

>

Ra

pid

Sta

rt S

erv

ice

s fo

r M

icro

soft

Dyn

am

ics

NA

V

>

Ap

pro

val o

f sa

les

an

d p

urc

ha

se d

ocu

me

nts

.

>

Post

ing

an

d r

ep

ort

ing

in y

ou

r co

mp

an

y’s

ba

se c

urr

en

cy.

>

Post

ing

an

d r

ep

ort

ing

in a

n a

dd

itio

na

l cu

rre

ncy

wit

h t

he

ad

dit

ion

of

the

Mu

ltip

le C

urr

en

cie

s g

ran

ule

.

>

Ca

pa

bili

ty t

o e

xpo

rt d

ata

fro

m a

ny

form

to

Mic

roso

ft W

ord

or

Mic

roso

ft E

xce

l® u

sin

g s

tyle

sh

ee

ts.

>

Ca

pa

bili

ty t

o li

nk

to e

xte

rna

l do

cum

en

ts.

>

Two

lan

gu

ag

es—

U.S

. En

glis

h a

nd

on

e o

the

r.

>

Se

t u

p s

ale

s a

nd

pu

rch

ase

do

cum

en

ts a

rch

ivin

g.

>

Ba

ckg

rou

nd

po

stin

g

15 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Ba

sic

XB

RL

Exp

ort

do

cum

en

ts f

rom

Mic

roso

ft D

yna

mic

s N

AV

in X

BR

L

(Ext

en

sib

le B

usi

ne

ss R

ep

ort

ing

La

ng

ua

ge

) fo

rma

t a

nd

imp

ort

XB

RL

taxo

no

mie

s in

to M

icro

soft

Dyn

am

ics

NA

V f

rom

th

e

Inte

rne

t, e

ma

il, o

r o

the

r sy

ste

ms.

XB

RL

is a

n X

ML-

ba

sed

ba

sed

on

sta

nd

ard

ize

d, u

nd

erl

yin

g d

ata

ta

gs.

Th

e g

ran

ule

incl

ud

es:

>

Ca

pa

bili

ty t

o m

ap

yo

ur

ge

ne

ral l

ed

ge

r to

XB

RL

taxo

no

mie

s

so t

ha

t th

e s

am

e X

BR

L d

ocu

me

nt

inst

an

ce c

an

be

use

d f

or

vari

ou

s p

urp

ose

s, in

de

pe

nd

en

t o

f th

e f

orm

at

req

uir

ed

by

the

re

ceiv

er

of

the

do

cum

en

t.

>

Co

nso

rtiu

m.

Bu

dg

ets

Wo

rk w

ith

bu

dg

ets

in g

en

era

l le

dg

er

acc

ou

nts

. Aft

er

you

ha

ve

cre

ate

d a

bu

dg

et,

yo

u c

an

pri

nt

a b

ala

nce

th

at

sho

ws

vari

an

ces

to t

he

bu

dg

et

by

pe

rce

nta

ge

. Wo

rk w

ith

mu

ltip

le b

ud

ge

ts a

t o

ne

tim

e. F

or

exa

mp

le, w

ork

wit

h a

10

0 p

erc

en

t b

ud

ge

t, a

110

pe

rce

nt

bu

dg

et,

an

d s

o o

n. B

ud

ge

ts a

re g

en

era

lly e

nte

red

pe

r p

eri

od

fo

r

the

re

leva

nt

ge

ne

ral l

ed

ge

r a

cco

un

ts.

Ch

an

ge

Lo

gLo

g u

ser

cha

ng

es

ma

de

to

Mic

roso

ft D

yna

mic

s N

AV

ma

ste

r d

ata

.

in t

he

da

tab

ase

, exc

ep

t fo

r ch

an

ge

s to

“w

ork

ing

do

cum

en

ts”

such

as

jou

rna

ls, s

ale

s o

rde

rs, a

nd

pu

rch

ase

ord

ers

. Th

e c

ha

ng

e

log

fu

nct

ion

alit

y m

ake

s it

po

ssib

le t

o g

et

a c

hro

no

log

ica

l lis

t

do

cum

en

ts”

just

me

nti

on

ed

) a

nd

to

ide

nti

fy b

y u

ser

ID w

ho

ma

de

th

e c

ha

ng

es.

Co

nso

lida

tio

nC

on

solid

ate

co

mp

an

ies

in M

icro

soft

Dyn

am

ics

NA

V. T

he

com

pa

nie

s ca

n c

om

e f

rom

on

e o

r fr

om

se

vera

l diff

ere

nt

use

d is

re

trie

ved

fro

m s

eve

ral M

icro

soft

Dyn

am

ics

NA

V s

olu

tio

ns,

use

th

is g

ran

ule

on

ly in

th

e p

are

nt

com

pa

ny.

Inte

rco

mp

an

y Po

stin

gs

M

an

ag

e a

cco

un

tin

g f

or

mo

re t

ha

n o

ne

co

mp

an

y in

th

e s

am

e

po

stin

g p

roce

ss. T

he

co

mp

an

ies

can

be

in t

he

sa

me

or

in o

ne

of

seve

ral d

iffe

ren

t M

icro

soft

Dyn

am

ics

NA

V d

ata

ba

ses.

Yo

u

can

als

o s

en

d d

ocu

me

nts

to

pa

rtn

er

com

pa

nie

s. U

sers

co

ntr

ol

tra

nsa

ctio

ns

are

co

mp

lete

d a

s g

en

era

l jo

urn

al t

ran

sact

ion

s o

r

thro

ug

h r

ece

iva

ble

s a

nd

pa

yab

les,

wh

ich

en

ab

les

the

use

of

curr

en

cie

s a

nd

co

rre

ct r

eco

nci

liati

on

.

Re

spo

nsi

bili

ty C

en

ters

cen

ter.

You

ca

n t

ie a

use

r to

a r

esp

on

sib

ility

ce

nte

r so

th

at

on

ly

sale

s a

nd

pu

rch

ase

do

cum

en

ts r

ela

ted

to

th

e p

art

icu

lar

use

r a

re

dis

pla

yed

. Use

rs g

et

ass

ista

nce

wit

h e

nte

rin

g e

xtra

da

ta, s

uch

as

dim

en

sio

ns

an

d lo

cati

on

co

de

s.

Co

st A

cco

un

tin

g

com

pa

ny’

s co

sts

by

pro

vid

ing

vis

ibili

ty a

nd

insi

gh

t in

to b

ud

ge

ted

an

d a

ctu

al c

ost

s o

f o

pe

rati

on

s, d

ep

art

me

nts

, pro

du

cts,

an

d

pro

ject

s. C

ost

Acc

ou

nti

ng

syn

chro

niz

es

cost

info

rma

tio

n w

ith

th

e

ge

ne

ral l

ed

ge

r, a

nd

th

en

allo

cate

s th

at

info

rma

tio

n t

o d

iffe

ren

t

cost

s ce

nte

rs a

nd

co

st o

bje

cts.

Th

is g

ran

ule

incl

ud

es:

>

Tra

nsf

er

cost

s fr

om

ge

ne

ral l

ed

ge

r.

>

En

ter

an

d p

ost

inte

rna

l ch

arg

es

an

d a

lloca

tio

ns

dir

ect

ly in

the

Co

st A

cco

un

tin

g C

ost

jou

rna

l.

>

card

s a

nd

exe

cute

in a

ba

tch

job

.

>

Un

do

allo

cati

on

s.

>

Co

st b

ud

ge

ts a

nd

tra

nsf

er

cost

bu

dg

et

en

trie

s to

act

ua

l

en

trie

s.

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Ca

sh F

low

Fo

reca

stC

ash

Flo

w F

ore

cast

pro

vid

es

a p

red

icti

on

of

ho

w a

co

mp

an

y’s

liqu

idit

y –

ca

sh a

nd

oth

er

tre

asu

re p

osi

tio

ns

– w

ill e

volv

e

ove

r ti

me

. It

con

sist

s o

f tw

o t

hin

gs

– c

ash

re

ceip

ts a

nd

ca

sh

dis

bu

rse

me

nts

– t

he

mo

ne

y yo

u e

xpe

ct t

o r

ece

ive

an

d t

he

ca

sh

you

exp

ect

to

pa

y o

ut

– p

lus

the

liq

uid

fu

nd

s yo

u h

ave

ava

ilab

le.

Fix

ed

Ass

ets

Ba

sic

Fixe

d A

sse

ts

acq

uis

itio

ns,

de

pre

cia

tio

n, w

rite

-do

wn

s, a

pp

reci

ati

on

, an

d

wh

ich

th

e m

eth

od

s a

nd

oth

er

con

dit

ion

s u

sed

fo

r ca

lcu

lati

ng

of

de

pre

cia

tio

n b

oo

ks t

o s

ati

sfy

leg

al r

eq

uir

em

en

ts, a

nd

fo

r ta

x

an

d in

tern

al a

cco

un

tin

g p

urp

ose

s. T

his

gra

nu

le is

we

ll su

ite

d f

or

inte

rna

tio

na

l co

mp

an

ies

tha

t n

ee

d t

o u

se m

an

y d

ep

reci

ati

on

me

tho

ds.

Fix

ed

Ass

ets

Allo

cati

on

s

as

acq

uis

itio

n c

ost

an

d d

ep

reci

ati

on

, to

diff

ere

nt

de

pa

rtm

en

ts

or

pro

ject

s b

y u

sin

g a

lloca

tio

n k

eys

. Use

ful f

or

wh

en

se

vera

l

Insu

ran

ce

Ke

ep

tra

ck o

f in

sura

nce

co

vera

ge

an

d a

nn

ua

l in

sura

nce

you

r a

sse

ts a

re u

nd

er-

insu

red

or

ove

r-in

sure

d. Y

ou

ca

n a

tta

ch

ea

ch a

sse

t to

on

e o

r m

ore

insu

ran

ce p

olic

ies

an

d a

lso

ind

ex

insu

ran

ce a

mo

un

ts.

Ma

inte

na

nce

Ge

t th

e d

eta

iled

info

rma

tio

n y

ou

ne

ed

to

an

aly

ze a

nd

ma

ke

ass

et,

yo

u c

an

sp

lit it

into

tw

o a

sse

ts a

nd

th

en

dis

po

se o

f th

e

ap

pro

pri

ate

on

e.

Ca

sh M

an

ag

em

en

t

Ba

nk

Acc

ou

nt

Ma

na

ge

me

nt

Cre

ate

, op

era

te a

nd

ma

na

ge

mu

ltip

le b

an

k a

cco

un

ts f

or

cate

rin

g

to y

ou

r d

ive

rse

bu

sin

ess

ne

ed

s a

nd

acr

oss

diff

ere

nt

curr

en

cie

s

Ele

ctro

nic

Pa

yme

nts

an

d D

ire

ct D

eb

its

Cre

ate

pa

yme

nt

pro

po

sals

ba

sed

on

ve

nd

or

do

cum

en

ts a

nd

Ba

nk

Da

ta C

on

vers

ion

Se

rvic

e f

or

ge

ne

rati

ng

th

e a

pp

rop

ria

te

pa

yme

nt

exp

ort

his

tory

fo

r yo

ur

ele

ctro

nic

pa

yme

nts

an

d

com

es

wit

h s

imp

le s

tre

am

line

d p

roce

ss t

o m

ark

an

d p

roce

ss t

he

de

sire

d t

ran

sact

ion

s.

Cre

ate

dir

ect

de

bit

co

llect

ion

s to

ge

t th

e m

on

ey

dir

ect

ly f

rom

17 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Re

con

cilia

tio

n o

f In

com

ing

an

d

Ou

tgo

ing

Ba

nk

Tra

nsa

ctio

ns

tra

nsa

ctio

ns

au

tom

ati

cally

to

op

en

cu

sto

me

r a

nd

ve

nd

or

led

ge

r e

ntr

ies

an

d c

rea

te y

ou

r o

wn

ma

pp

ing

ru

les.

Re

vie

w t

he

pro

po

sed

ap

plic

ati

on

s a

nd

acc

ou

nt

ma

pp

ing

s in

an

ea

sy a

nd

intu

itiv

e w

ay.

Mo

dif

y th

e a

lgo

rith

m b

eh

ind

th

e r

eco

rd m

atc

hin

g is

po

ssib

le b

y m

od

ifyi

ng

, re

mo

vin

g o

r a

dd

ing

ru

les.

Ba

nk

Acc

ou

nt

Re

con

cilia

tio

n

sta

tem

en

t d

ata

au

tom

ati

cally

to

op

en

ba

nk

acc

ou

nt

led

ge

r

en

trie

s a

nd

ke

ep

tra

ck o

f a

ll b

an

k st

ate

me

nts

Ch

eck

Wri

tin

gG

en

era

te C

om

pu

ter

pri

nte

d c

he

cks

wit

h u

niq

ue

nu

mb

er

seri

es

for

ea

ch b

an

k a

cco

un

t. Y

ou

ca

n s

pe

cify

on

th

e p

aym

en

t jo

urn

al

line

wh

eth

er

you

wa

nt

this

pa

yme

nt

to b

e m

ad

e w

ith

a c

om

pu

ter

or

a m

an

ua

l ch

eck

. Ass

ists

inte

rna

l co

ntr

ol b

y e

nsu

rin

g t

ha

t th

e

com

pu

ter

che

ck is

act

ua

lly p

rin

ted

be

fore

po

stin

g t

he

Pa

yme

nt.

che

ck, R

ep

rin

tin

g, U

sin

g c

he

ck f

orm

s w

ith

pre

pri

nte

d s

tub

s,

test

ing

be

fore

pri

nti

ng

an

d a

lso

a p

oss

ibili

ty t

o c

on

solid

ate

pa

yme

nts

fo

r a

ve

nd

or

into

a s

ing

le c

he

ck.

SU

PP

LY C

HA

IN M

AN

AG

EM

EN

T (

SC

M)

Sa

les

an

d R

ece

iva

ble

s

Alt

ern

ati

ve S

hip

-To

sS

et

up

mu

ltip

le s

hip

-to

ad

dre

sse

s to

acc

om

mo

da

te c

ust

om

ers

tha

t in

ad

dit

ion

to

a m

ain

bu

sin

ess

ad

dre

ss h

ave

mo

re t

ha

n o

ne

site

to

wh

ich

ord

er

can

be

sh

ipp

ed

. Th

ese

ad

dit

ion

al l

oca

tio

ns

can

th

en

be

se

lect

ed

by

the

ord

er

pro

cess

or

wh

en

cre

ati

ng

a

sale

s o

rde

r o

r in

voic

e.

Ba

sic

Re

ceiv

ab

les

Se

t u

p a

nd

ma

inta

in t

he

cu

sto

me

r ta

ble

. Po

st s

ale

s tr

an

sact

ion

s

in jo

urn

als

an

d m

an

ag

e r

ece

iva

ble

s; r

eg

iste

r cu

sto

me

rs a

nd

ma

na

ge

re

ceiv

ab

les

usi

ng

ge

ne

ral j

ou

rna

ls. T

og

eth

er

wit

h

Mu

ltip

le C

urr

en

cie

s, t

his

gra

nu

le c

an

po

st s

ale

s tr

an

sact

ion

s a

nd

ma

na

ge

re

ceiv

ab

les

in m

ult

iple

cu

rre

nci

es

for

ea

ch c

ust

om

er.

Ba

sic

Re

ceiv

ab

les

is in

teg

rate

d w

ith

Ba

sic

Ge

ne

ral L

ed

ge

r a

nd

an

d R

ece

iva

ble

s g

ran

ule

s. S

ale

s In

voic

ing

is a

lso

fre

qu

en

tly

use

d

wit

h t

his

gra

nu

le. A

lwa

ys u

se t

his

gra

nu

le w

he

n y

ou

r so

luti

on

req

uir

es

a c

ust

om

er

tab

le.

Ca

len

da

rsS

et

up

ca

len

da

rs w

ith

wo

rkin

g a

nd

no

n-w

ork

ing

da

ys. A

ssig

n

a b

ase

ca

len

da

r to

cu

sto

me

rs, v

en

do

rs, l

oca

tio

ns,

co

mp

an

ies,

ship

pin

g a

ge

nt

serv

ice

s, a

nd

th

e s

erv

ice

ma

na

ge

me

nt

setu

p—

an

d m

ake

ch

an

ge

s to

ea

ch a

s n

ece

ssa

ry. C

ale

nd

ar

en

trie

s w

ill

be

use

d in

da

te c

alc

ula

tio

ns

on

sa

les

ord

ers

, pu

rch

ase

ord

ers

,

tra

nsf

er

ord

ers

, pro

du

ctio

n o

rde

rs, s

erv

ice

ord

ers

, an

d r

eq

uis

itio

n

an

d p

lan

nin

g w

ork

she

ets

.

18 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Ca

mp

aig

n P

rici

ng

Wo

rk w

ith

sa

les

pri

ces

an

d s

ale

s lin

e d

isco

un

ts c

on

ne

cte

d

dis

cou

nts

, an

y cu

sto

me

r o

r co

nta

ct r

ela

ted

to

a c

om

pa

ny

curr

en

tly

in a

se

gm

en

t a

sso

cia

ted

wit

h a

giv

en

ca

mp

aig

n c

an

are

va

lid f

or

the

life

of

the

ca

mp

aig

n o

r u

nti

l yo

u d

eci

de

to

de

act

iva

te t

he

m. W

he

n y

ou

cre

ate

a s

ale

s d

ocu

me

nt

or

serv

ice

pri

cin

g r

ed

uct

ion

s a

vaila

ble

wh

en

Mic

roso

ft D

yna

mic

s N

AV

cho

ose

s th

e p

rice

to

re

trie

ve o

n t

he

lin

e.

Ord

er

Pro

mis

ing

Pro

mis

e a

ccu

rate

ord

er

ship

me

nt

an

d d

eliv

ery

da

tes

to

cust

om

ers

as

ba

sed

on

ite

m c

urr

en

t a

nd

fu

ture

ava

ilab

ility

. Wh

en

ite

ms

are

no

t a

vaila

ble

to

me

et

a c

ust

om

er’

s re

qu

est

ed

de

live

ry

da

te, c

alc

ula

te t

he

ea

rlie

st s

hip

me

nt

da

te a

s e

ith

er

an

ava

ilab

le-

to-p

rom

ise

da

te t

ha

t is

ba

sed

on

up

com

ing

un

com

mit

ted

su

pp

ly

or

a c

ap

ab

le-t

o-p

rom

ise

da

te -

a d

ate

wh

en

ite

ms

can

be

com

e

ava

ilab

le s

ho

uld

th

ey

be

re

ple

nis

he

d.

Sa

les

Invo

icin

gS

et

up

, po

st, a

nd

pri

nt

cust

om

er

invo

ice

s an

d s

ale

s cr

ed

it m

em

os.

Th

is g

ran

ule

is f

ully

inte

gra

ted

wit

h G

en

era

l Le

dg

er

and

Inve

nto

ry.

Sa

les

Invo

ice

Dis

cou

nts

Ca

lcu

late

invo

ice

dis

cou

nts

au

tom

ati

cally

. Se

t u

p a

ny

nu

mb

er

of

invo

ice

dis

cou

nt

term

s, in

clu

din

g a

ce

rta

in m

inim

um

am

ou

nt,

calc

ula

ted

on

th

e in

div

idu

al i

tem

lin

es

an

d b

eco

me

s p

art

of

the

ne

t su

m o

f th

e in

voic

e. C

alc

ula

tio

ns

can

be

do

ne

in b

oth

loca

l

an

d f

ore

ign

cu

rre

nci

es.

Sa

les

Lin

e D

isco

un

tin

g

be

twe

en

sp

eci

al a

gre

em

en

ts w

ith

ind

ivid

ua

l cu

sto

me

rs a

nd

cust

om

er

gro

up

s, a

nd

are

co

nd

itio

ne

d b

y su

ch p

ara

me

ters

as

min

imu

m q

ua

nti

ty, u

nit

of

me

asu

re, c

urr

en

cy, i

tem

va

ria

nt

an

d

tim

e p

eri

od

. Th

e b

est

, as

ba

sed

on

th

e h

igh

est

dis

cou

nt,

un

it

pri

ce is

ca

lcu

late

d f

or

the

sa

les

line

wh

en

th

e o

rde

r d

eta

ils m

ee

t

Sa

les

Lin

e P

rici

ng

spe

cia

l ag

ree

me

nts

wit

h in

div

idu

al c

ust

om

ers

an

d c

ust

om

er

gro

up

s, a

nd

are

co

nd

itio

ne

d b

y su

ch p

ara

me

ters

as

min

imu

m

qu

an

tity

, un

it o

f m

ea

sure

, cu

rre

ncy

, ite

m v

ari

an

t a

nd

tim

e p

eri

od

.

Th

e b

est

, th

at

is, t

he

low

est

, un

it p

rice

is b

rou

gh

t to

th

e s

ale

s

the

sa

les

pri

ces

tab

le. M

ake

up

da

tes

an

d c

ha

ng

es

to t

he

pri

ce

ag

ree

me

nts

as

reco

rde

d in

th

e s

ale

s p

rice

s ta

ble

by

usi

ng

sa

les

pri

ce w

ork

she

et.

Sa

les

Ord

er

Ma

na

ge

me

nt

Ma

na

ge

sa

les

qu

ote

s, b

lan

ket

sale

s o

rde

rs, a

nd

sa

les

ord

er

pro

cess

es.

Se

ttin

g u

p a

n in

voic

e d

ire

ctly

diff

ers

fro

m s

ett

ing

up

a

sale

s o

rde

r in

wh

ich

th

e q

ua

nti

ty a

vaila

ble

is a

dju

ste

d a

s so

on

as

an

am

ou

nt

is e

nte

red

on

a s

ale

s o

rde

r lin

e. Q

ua

nti

ty a

vaila

ble

is

no

t a

ffe

cte

d b

y a

n in

voic

e u

nti

l th

e in

voic

e is

po

ste

d.

Use

th

e S

ale

s O

rde

r M

an

ag

em

en

t g

ran

ule

to

:

>

Ma

na

ge

pa

rtia

l sh

ipm

en

ts.

>

Sh

ip a

nd

invo

ice

se

pa

rate

ly.

>

Cre

ate

pre

pa

yme

nt

invo

ice

s fo

r th

e s

ale

s o

rde

r.

>

Use

qu

ote

s a

nd

bla

nke

t o

rde

rs in

th

e s

ale

s p

ha

se.

19 o

f 3

5

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Sa

les

Re

turn

Ord

er

Ma

na

ge

me

nt

Th

is g

ran

ule

en

ab

les

you

to

cre

ate

a s

ale

s re

turn

ord

er,

so y

ou

can

co

mp

en

sate

a c

ust

om

er

for

wro

ng

or

da

ma

ge

d it

em

s. It

em

s

can

be

re

ceiv

ed

ag

ain

st t

he

sa

les

retu

rn o

rde

r. C

rea

te a

pa

rtia

l

retu

rn r

ece

ipt

or

com

bin

e r

etu

rn r

ece

ipts

on

on

e c

red

it m

em

o.

Lin

k sa

les

retu

rn o

rde

rs w

ith

re

pla

cem

en

t sa

les

ord

ers

.

Sh

ipp

ing

Ag

en

tsS

et

up

mu

ltip

le s

hip

pin

g a

ge

nts

(fo

r e

xam

ple

, UP

S, D

HL,

ext

ern

al

carr

iers

, or

you

r o

wn

ca

rrie

r) a

nd

re

late

th

eir

se

rvic

es

(exp

ress

,

ove

rnig

ht,

sta

nd

ard

) w

ith

sh

ipp

ing

tim

e. A

sso

cia

te d

efa

ult

ship

pin

g a

ge

nts

an

d t

he

ir s

erv

ice

s w

ith

ind

ivid

ua

l cu

sto

me

rs

or

spe

cify

th

ose

de

tails

on

sa

les

ord

ers

an

d t

ran

sfe

r o

rde

rs t

o

imp

rove

acc

ura

cy o

f o

rde

r p

rom

isin

g.

Sa

les

Ta

x

Sa

les

Tax

Ca

lcu

late

Sa

les

Tax

an

d s

et

up

ind

ivid

ua

l ta

x a

rea

s fo

r e

ach

cust

om

er

an

d v

en

do

r. A

lso

en

ab

les

you

to

ca

lcu

late

use

ta

x o

n

the

ta

x. S

ale

s ta

x ca

n a

lso

be

ca

lcu

late

d f

rom

th

e g

en

era

l jo

urn

al

line

s. P

lea

se c

he

ck y

ou

r lo

cal p

rice

list

for

ava

ilab

ility

Pu

rch

ase

an

d P

ay

ab

les

Alt

ern

ati

ve O

rde

r A

dd

ress

es

Se

t u

p m

ult

iple

ad

dre

sse

s to

ma

na

ge

ord

ers

fro

m v

en

do

rs t

ha

t

in a

dd

itio

n t

o a

ma

in b

usi

ne

ss a

dd

ress

ha

ve m

ore

th

an

on

e s

ite

fro

m w

hic

h t

he

y sh

ip o

rde

rs. T

he

se a

dd

itio

na

l lo

cati

on

s ca

n t

he

n

be

se

lect

ed

by

the

pu

rch

asi

ng

ag

en

t w

he

n c

rea

tin

g a

pu

rch

ase

ord

er

or

invo

ice

.

Ba

sic

Pa

yab

les

Se

t u

p a

nd

ma

inta

in a

ve

nd

or

tab

le, p

ost

pu

rch

ase

tra

nsa

ctio

ns

in jo

urn

als

, an

d m

an

ag

e p

aya

ble

s. In

clu

de

s th

e v

en

do

r ta

ble

an

d

en

ab

les

you

to

ge

ne

rate

ve

nd

or

led

ge

r e

ntr

ies

usi

ng

ge

ne

ral

jou

rna

ls. U

se t

his

to

ge

the

r w

ith

th

e M

ult

iple

Cu

rre

nci

es

gra

nu

le

to p

ost

pu

rch

ase

tra

nsa

ctio

ns

an

d m

an

ag

e p

aya

ble

s in

mu

ltip

le

curr

en

cie

s fo

r e

ach

ve

nd

or.

Th

is g

ran

ule

is a

lwa

ys u

sed

if y

ou

r

solu

tio

n r

eq

uir

es

a v

en

do

r ta

ble

. It

is in

teg

rate

d w

ith

Ge

ne

ral

oth

er

Pu

rch

ase

an

d P

aya

ble

s g

ran

ule

s. P

urc

ha

se In

voic

ing

is a

lso

fre

qu

en

tly

use

d w

ith

th

is g

ran

ule

.

Dro

p S

hip

me

nts

Ha

nd

le o

rde

r sh

ipm

en

ts d

ire

ctly

fro

m t

he

ve

nd

or

to t

he

cust

om

er

wit

ho

ut

ha

vin

g t

o p

hys

ica

lly s

tock

ite

ms

in y

ou

r

dro

p s

hip

me

nt

pro

cess

is f

aci

lita

ted

th

rou

gh

au

tom

ati

c lin

kin

g o

f

sale

s a

nd

pu

rch

ase

ord

ers

th

at

con

tro

l th

e b

uilt

-in

se

qu

en

ce o

f

po

stin

g t

ask

s.

Pu

rch

ase

Invo

icin

gS

et

up

, po

st, a

nd

pri

nt

pu

rch

ase

invo

ice

s a

nd

pu

rch

ase

cre

dit

me

mo

s. T

his

gra

nu

le is

inte

gra

ted

wit

h G

en

era

l Le

dg

er

an

d

Inve

nto

ry.

Pu

rch

ase

Lin

e D

isco

un

tin

gM

an

ag

e m

ult

iple

ite

m p

urc

ha

se p

rice

dis

cou

nts

th

at

you

ha

ve

ne

go

tia

ted

wit

h in

div

idu

al v

en

do

rs a

s b

ase

d o

n s

uch

pa

ram

ete

rs

as

min

imu

m q

ua

nti

ty, u

nit

of

me

asu

re, c

urr

en

cy, i

tem

va

ria

nt

an

d

tim

e p

eri

od

. Th

e b

est

, as

ba

sed

on

th

e h

igh

est

dis

cou

nt,

un

it c

ost

is c

alc

ula

ted

fo

r th

e p

urc

ha

se li

ne

wh

en

th

e o

rde

r d

eta

ils m

ee

t

20

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Pu

rch

ase

Invo

ice

Dis

cou

nts

Ca

lcu

late

invo

ice

dis

cou

nts

au

tom

ati

cally

. Th

e d

isco

un

t ca

n d

iffe

r

fro

m v

en

do

r to

ve

nd

or

wit

h d

iffe

ren

t m

inim

um

am

ou

nts

(a

lso

in

diff

ere

nt

curr

en

cie

s) a

nd

diff

ere

nt

rate

s, d

ep

en

din

g o

n t

he

siz

e o

f

the

invo

ice

. Th

e d

isco

un

t is

ca

lcu

late

d o

n t

he

ind

ivid

ua

l ite

m li

ne

s

an

d b

eco

me

s p

art

of

the

ne

t su

m o

f th

e in

voic

e.

Pu

rch

ase

Lin

e P

rici

ng

M

an

ag

e m

ult

iple

ite

m p

urc

ha

se p

rice

s th

at

you

ha

ve n

eg

oti

ate

d

wit

h in

div

idu

al v

en

do

rs a

s b

ase

d o

n s

uch

pa

ram

ete

rs a

s

min

imu

m q

ua

nti

ty, u

nit

of

me

asu

re, c

urr

en

cy, i

tem

va

ria

nt

an

d

tim

e p

eri

od

. Th

e b

est

, th

at

is t

he

low

est

, un

it c

ost

is b

rou

gh

t to

the

pu

rch

ase

lin

e w

he

n t

he

ord

er

de

tails

me

et

the

co

nd

itio

ns

Pu

rch

ase

Ord

er

Ma

na

ge

me

nt

Ma

na

ge

pu

rch

ase

qu

ote

s, b

lan

ket

ord

ers

, an

d p

urc

ha

se o

rde

r

pro

cess

es.

Cre

ati

ng

a p

urc

ha

se o

rde

r d

iffe

rs f

rom

cre

ati

ng

a

pu

rch

ase

invo

ice

dir

ect

ly. T

he

qu

an

tity

ava

ilab

le is

ad

just

ed

as

soo

n a

s a

n a

mo

un

t is

en

tere

d o

n a

pu

rch

ase

ord

er

line

, bu

t it

is

no

t a

ffe

cte

d b

y a

pu

rch

ase

invo

ice

un

til t

he

invo

ice

is p

ost

ed

.

Use

th

is g

ran

ule

to

:

>

Ma

na

ge

pa

rtia

l re

ceip

ts.

>

Re

ceiv

e a

nd

invo

ice

se

pa

rate

ly a

nd

cre

ate

pre

pa

yme

nt

invo

ice

s fo

r th

e p

urc

ha

se o

rde

r.

>

Use

qu

ote

s a

nd

bla

nke

t o

rde

rs in

th

e p

urc

ha

se p

ha

se.

Pu

rch

ase

Re

turn

Ord

er

Ma

na

ge

me

nt

Cre

ate

a p

urc

ha

se r

etu

rn o

rde

r in

ord

er

to c

om

pe

nsa

te y

ou

r o

wn

com

pa

ny

for

wro

ng

or

da

ma

ge

d it

em

s. It

em

s ca

n t

he

n b

e p

icke

d

fro

m t

he

pu

rch

ase

re

turn

ord

er.

You

ca

n s

et

up

pa

rtia

l re

turn

ship

me

nts

or

com

bin

e r

etu

rn s

hip

me

nts

in o

ne

cre

dit

me

mo

an

d

link

pu

rch

ase

re

turn

ord

ers

wit

h r

ep

lace

me

nt

pu

rch

ase

ord

ers

.

Re

qu

isit

ion

Ma

na

ge

me

nt

Au

tom

ate

th

e s

up

ply

pla

nn

ing

pro

cess

by

usi

ng

th

e R

eq

uis

itio

n

Wo

rksh

ee

t. G

en

era

te o

pti

ma

l su

gg

est

ion

s fo

r re

ple

nis

hin

g

inve

nto

ry t

hro

ug

h p

urc

ha

ses

an

d t

ran

sfe

rs b

ase

d o

n t

he

ite

m’s

curr

en

t a

nd

fu

ture

de

ma

nd

an

d a

vaila

bili

ty a

s w

ell

as

a v

ari

ety

of

pla

nn

ing

pa

ram

ete

rs, s

uch

as

min

imu

m a

nd

ma

xim

um

qu

an

titi

es

an

d r

eo

rde

r q

ua

nti

tie

s. D

isp

lay

a g

rap

hic

al o

verv

iew

of

the

pla

nn

ing

imp

act

an

d a

llow

th

e u

ser

to c

ha

ng

e t

he

pla

n u

sin

g

dra

g a

nd

dro

p, p

rio

r to

exe

cuti

ng

on

th

e p

lan

.

pla

nn

ing

to

ol t

ha

t e

na

ble

s yo

u t

o p

lan

su

pp

ly f

or

all

typ

es

of

de

ma

nd

in a

n o

rde

r-b

y-o

rde

r fa

shio

n, w

ith

no

co

nsi

de

rati

on

s fo

r

op

tim

iza

tio

n.

Inv

en

tory

An

aly

sis

Re

po

rts

Pro

vid

e c

om

pa

ny

de

cisi

on

-ma

kers

, esp

eci

ally

th

ose

wit

h

ove

rall

resp

on

sib

ility

fo

r sa

les,

pu

rch

ase

s, a

nd

pro

du

ct

ge

t m

ea

nin

gfu

l in

form

ati

on

ou

t o

f th

e s

yste

m t

o in

form

da

y-

to-d

ay

de

cisi

on

s. B

uilt

on

ite

m e

ntr

ies,

th

is g

ran

ule

pro

vid

es

a c

ust

om

iza

ble

, an

aly

tic

vie

w t

ha

t e

na

ble

s p

eo

ple

to

ad

d a

nd

com

bin

e a

na

lysi

s o

bje

cts—

cust

om

ers

, ite

ms,

an

d v

en

do

rs—

acc

ord

ing

to

th

eir

ne

ed

s. Y

ou

ca

n:

>

com

pa

re b

y p

eri

od

s a

s w

ell

as

ag

ain

st b

ud

ge

t. W

he

n t

he

of

the

co

mp

an

y’s

pe

rfo

rma

nce

.

>

Dri

ll d

ow

n t

o lo

cate

th

e c

au

se o

f p

rob

lem

s.

>

Vie

w s

ale

s d

yna

mic

s; a

na

lyze

inve

nto

ry t

urn

ove

r; e

valu

ate

cust

om

ers

’ bu

yin

g b

eh

avi

or;

sp

ot

tre

nd

s; r

eco

nsi

de

r

pro

du

ct o

ffe

rin

gs,

pri

ces,

an

d v

en

do

rs; a

nd

ma

ke in

form

ed

bu

sin

ess

de

cisi

on

s.

21

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Alt

ern

ati

ve V

en

do

rsM

an

ag

e p

urc

ha

se o

f th

e s

am

e it

em

fro

m s

eve

ral d

iffe

ren

t

ven

do

rs. S

et

up

alt

ern

ati

ve v

en

do

rs f

or

an

ite

m, s

pe

cify

typ

ica

l

ass

oci

ate

pri

ce a

nd

dis

cou

nt

ag

ree

me

nts

fo

r th

at

ite

m w

ith

ea

ch

ven

do

r.

Ba

sic

Inve

nto

ry

Se

t u

p it

em

s th

at

you

ca

rry

in y

ou

r st

ock

an

d s

pe

cify

th

eir

un

it o

f

me

asu

res,

co

stin

g m

eth

od

, in

ven

tory

po

stin

g g

rou

p, u

nit

co

st

an

d p

rice

an

d o

the

r p

rop

ert

ies.

Po

st it

em

tra

nsa

ctio

ns,

su

ch a

s

sale

s, p

urc

ha

se, n

eg

ati

ve a

nd

po

siti

ve a

dju

stm

en

ts f

rom

ite

m

jou

rna

ls. Q

ua

nti

ty a

nd

co

st r

eco

rds

of

the

po

ste

d t

ran

sact

ion

s

are

sto

red

in t

he

inve

nto

ry le

dg

er

tha

t is

th

e b

asi

s fo

r in

ven

tory

valu

ati

on

an

d o

the

r co

stin

g c

alc

ula

tio

ns.

Inte

gra

ted

wit

h G

en

era

l Le

dg

er

an

d w

ith

th

e p

ost

ing

pro

cess

es

in S

ale

s a

nd

Re

ceiv

ab

les

an

d P

urc

ha

se a

nd

Pa

yab

les,

th

is g

ran

ule

Bin

O

rga

niz

e y

ou

r w

are

ho

use

by

ass

ign

ing

ite

ms

to b

ins,

th

e

sma

llest

un

it in

th

e w

are

ho

use

log

ica

l str

uct

ure

. Bin

ass

ign

me

nt

is

do

ne

as

the

ite

m jo

urn

als

or

dir

ect

ly o

n t

he

do

cum

en

t lin

es

(do

es

no

t a

pp

ly t

o o

rde

r lin

es)

.

Cyc

le C

ou

nti

ng

Ma

na

ge

cyc

le c

ou

nti

ng

, a b

asi

c m

eth

od

of

veri

fyin

g in

ven

tory

reco

rd d

ata

use

d t

o m

ain

tain

an

d in

cre

ase

inve

nto

ry a

ccu

racy

.

Se

t u

p c

ycle

co

un

tin

g o

n t

he

ite

m o

r S

KU

leve

l.

Ite

m B

ud

ge

tsM

ake

sa

les

an

d p

urc

ha

se b

ud

ge

ts o

n t

he

cu

sto

me

r, ve

nd

or,

an

d it

em

leve

ls, a

nd

in b

oth

am

ou

nts

an

d q

ua

nti

tie

s. P

rep

are

an

d r

eco

rd a

sa

les

bu

dg

et

tha

t ca

n s

erv

e a

s in

pu

t to

de

cisi

on

-

ma

kers

in o

the

r o

pe

rati

on

al a

rea

s, s

uch

as

pu

rch

asi

ng

an

d

log

isti

cs. D

eci

sio

n-m

ake

rs g

ain

info

rma

tio

n a

bo

ut

futu

re

exp

ect

ed

de

ma

nd

th

ey

can

use

fo

r b

usi

ne

ss d

iscu

ssio

ns

wit

h

the

cu

sto

me

rs. A

fte

r b

ud

ge

ts a

re m

ad

e, t

rack

th

e a

ctu

al s

ale

s

pe

rfo

rma

nce

by

me

an

s o

f ca

lcu

lati

ng

th

e v

ari

an

ce. T

he

ab

ility

to

Ite

m C

ha

rge

sM

an

ag

e it

em

ch

arg

es.

Incl

ud

e t

he

va

lue

of

ad

dit

ion

al c

ost

com

po

ne

nts

su

ch a

s fr

eig

ht

or

insu

ran

ce in

to t

he

un

it c

ost

or

un

it

pri

ce o

fan

ite

m.

Ite

m C

ross

Re

fere

nce

sQ

uic

kly

an

d p

reci

sely

ide

nti

fy t

he

ite

ms

a c

ust

om

er

is o

rde

rin

g o

n

the

ba

sis

of

ite

m n

um

be

rs o

the

r th

an

yo

ur

ow

n. C

ross

-re

fere

nce

info

rma

tio

n f

rom

cu

sto

me

rs, v

en

do

rs, a

nd

ma

nu

fact

ure

rs, a

s

we

ll a

s g

en

eri

c n

um

be

rs, u

niv

ers

al p

rod

uct

co

de

s (U

PC

s), a

nd

Eu

rop

ea

n a

rtic

le n

um

be

rs (

EA

Ns)

th

at

can

be

sto

red

an

d e

asi

ly

acc

ess

ed

.

Ite

m S

ub

stit

uti

on

sLi

nk

ite

ms

wit

h t

he

sa

me

or

sim

ilar

cha

ract

eri

stic

s so

th

at

if

a c

ust

om

er

ord

ers

an

ite

m t

ha

t is

un

ava

ilab

le, y

ou

ca

n o

ffe

r

sub

stit

ute

ite

ms

an

d a

void

losi

ng

th

e s

ale

. Or,

pro

vid

e a

n e

xtra

serv

ice

to

yo

ur

cust

om

er

by

off

eri

ng

low

er-

cost

alt

ern

ati

ves.

Ite

m T

rack

ing

Ma

na

ge

an

d t

rack

se

ria

l an

d lo

t n

um

be

rs. A

ssig

n s

eri

al o

r

lot

nu

mb

ers

ma

nu

ally

or

au

tom

ati

cally

, an

d r

ece

ive

an

d s

hip

line

en

try.

22

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Ass

em

bly

Ma

na

ge

me

nt

Sp

eci

fy a

list

of

sella

ble

ite

ms,

ra

w m

ate

ria

ls, s

ub

ass

em

blie

s

ite

ms

to s

tock

or

cap

ture

th

e c

ust

om

er

’s s

pe

cia

l re

qu

ire

me

nts

to

the

kit

’s b

ill o

f m

ate

ria

ls d

ire

ctly

fro

m t

he

sa

les

qu

ote

, bla

nke

t a

nd

ord

er

line

in t

he

ass

em

bly

-to

-ord

er

pro

cess

es.

Lo

cati

on

Tra

nsf

ers

Tra

ck in

ven

tory

as

it is

mo

ved

fro

m o

ne

loca

tio

n t

o a

no

the

r

an

d a

cco

un

t fo

r th

e v

alu

e o

f in

ven

tory

in t

ran

sit

an

d a

t va

rio

us

loca

tio

ns.

Mu

ltip

le L

oca

tio

ns

Ma

na

ge

inve

nto

ry in

mu

ltip

le lo

cati

on

s th

at

ma

y re

pre

sen

t a

pro

du

ctio

n p

lan

t, d

istr

ibu

tio

n c

en

ters

, wa

reh

ou

ses,

sh

ow

ro

om

s,

reta

il o

utl

ets

an

d s

erv

ice

ca

rs.

No

nst

ock

Ite

ms

Off

er

ite

ms

to c

ust

om

ers

th

at

are

no

t p

art

of

you

r re

gu

lar

inve

nto

ry b

ut

tha

t yo

u c

an

ord

er

fro

m t

he

ve

nd

or

or

ma

nu

fact

ure

r o

n a

n o

ne

-off

ba

sis.

Su

ch it

em

s a

re r

eg

iste

red

as

no

nst

ock

ite

ms

bu

t o

the

rwis

e a

re t

rea

ted

like

an

y o

the

r it

em

.

Pic

kE

na

ble

wa

reh

ou

se w

ork

ers

to

cre

ate

a p

ick

fro

m t

he

re

lea

sed

ord

er.

Pic

k is

ma

na

ge

d f

rom

a s

ep

ara

te u

ser

inte

rfa

ce w

he

n

ship

pin

g it

em

s in

an

ord

er-

by-

ord

er

en

viro

nm

en

t.

Pu

t A

wa

yE

na

ble

wa

reh

ou

se w

ork

ers

to

cre

ate

a p

ut

aw

ay

fro

m t

he

rele

ase

d o

rde

r. P

ut

Aw

ay

is m

an

ag

ed

fro

m a

se

pa

rate

use

r in

terf

ace

wh

en

re

ceiv

ing

ite

ms

in a

n o

rde

r-b

y-o

rde

r

en

viro

nm

en

t.

Sta

nd

ard

Co

st W

ork

she

et

Th

e s

tan

da

rd c

ost

wo

rksh

ee

t p

rovi

de

s a

co

mp

an

y’s

con

tro

llers

to-d

ate

inve

nto

ry c

ost

s. W

ork

wit

h s

tan

da

rd c

ost

up

da

tes

the

sam

e w

ay

you

wo

rk w

ith

an

Exc

el s

pre

ad

she

et

bu

t w

ith

in t

he

fra

me

wo

rk o

f M

icro

soft

Dyn

am

ics

NA

V. B

eca

use

it p

rovi

de

s

an

ove

rvie

w o

f th

e c

urr

en

t st

an

da

rd c

ost

s, t

he

wo

rksh

ee

t is

a c

on

ven

ien

t p

lace

to

pre

pa

re f

or

a c

ost

up

da

te w

ith

ou

t th

e

cha

ng

es

ha

vin

g a

n im

me

dia

te e

ffe

ct in

th

e s

yste

m.

Usi

ng

th

e w

ork

she

et,

yo

u c

an

:

>

Ca

rry

ou

t co

st u

pd

ate

s fo

r b

oth

th

e p

urc

ha

sed

com

po

ne

nts

an

d c

ap

aci

ty b

y u

sin

g d

iffe

ren

t so

rtin

g c

rite

ria

in s

eve

ral w

ork

she

ets

sim

ult

an

eo

usl

y, a

nd

th

en

late

r

con

solid

ate

th

em

into

on

e.

>

Ge

t in

form

ati

on

th

at

can

he

lp y

ou

ide

nti

fy a

nd

avo

id

po

ten

tia

l err

ors

by

sim

ula

tin

g t

he

co

st o

f th

e m

an

ufa

ctu

red

cost

an

d t

he

n v

iew

ing

th

e e

ffe

ct.

>

He

lp e

nsu

re t

ha

t yo

u e

xecu

te t

he

ch

an

ge

s a

t a

giv

en

da

te

an

d t

ha

t a

ny

reva

lua

tio

n r

esu

ltin

g f

rom

co

st c

ha

ng

es

is

de

alt

wit

h in

th

e s

yste

m.

Sto

ck-K

ee

pin

g U

nit

sM

an

ag

e s

tock

-ke

ep

ing

un

its

(SK

Us)

. Id

en

tica

l ite

ms

wit

h t

he

sa

me

ite

m n

um

be

r ca

n b

e s

tore

d in

diff

ere

nt

loca

tio

ns

an

d m

an

ag

ed

ind

ivid

ua

lly a

t e

ach

loca

tio

n. A

dd

co

st p

rice

s, r

ep

len

ish

me

nt,

ma

nu

fact

uri

ng

info

rma

tio

n, a

nd

so

on

, ba

sed

on

th

e lo

cati

on

.

Wa

reh

ou

se R

ece

ipt

En

ab

le w

are

ho

use

wo

rke

rs t

o c

rea

te a

pu

t-a

wa

y fr

om

th

e r

ece

ipt.

Wa

reh

ou

se R

ece

ipt

is m

an

ag

ed

fro

m a

se

pa

rate

use

r in

terf

ace

wh

en

re

ceiv

ing

ite

ms

in a

mu

lti-

ord

er

en

viro

nm

en

t.

23

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Wa

reh

ou

se S

hip

me

nt

En

ab

le w

are

ho

use

wo

rke

rs t

o c

rea

te a

pic

k fr

om

th

e s

hip

me

nt.

Wa

reh

ou

se S

hip

me

nt

is m

an

ag

ed

fro

m a

se

pa

rate

use

r in

terf

ace

wh

en

sh

ipp

ing

ite

ms

in a

mu

lti-

ord

er

en

viro

nm

en

t.

Wa

reh

ou

se M

an

ag

em

en

t

Au

tom

ate

d D

ata

Ca

ptu

re S

yste

m

Ca

ptu

re d

ata

au

tom

ati

cally

. Ke

ep

da

ta a

ccu

rate

, eve

n in

a

the

Wa

reh

ou

se M

an

ag

em

en

t S

yste

ms

tha

t e

na

ble

s w

are

ho

use

au

tom

ati

on

.

Bin

Se

tup

of

you

r w

are

ho

use

an

d d

ime

nsi

on

s o

f yo

ur

rack

s, c

olu

mn

s,

an

d s

he

lve

s; s

et

up

an

d m

ain

tain

yo

ur

pla

nn

ing

pa

ram

ete

rs b

y

Inte

rna

l Pic

ks a

nd

Pu

t-A

wa

ys

Cre

ate

pic

k a

nd

pu

t-a

wa

y o

rde

rs f

or

inte

rna

l pu

rpo

ses,

wit

ho

ut

usi

ng

a s

ou

rce

do

cum

en

t (s

uch

as

a p

urc

ha

se o

rde

r o

r a

sale

s o

rde

r). F

or

exa

mp

le, p

ick

ite

ms

for

test

ing

or

pu

t a

wa

y

pro

du

ctio

n o

utp

ut.

Wa

reh

ou

se M

an

ag

em

en

t S

yste

ms

Ma

na

ge

ite

ms

on

a b

in le

vel.

Re

ceiv

e a

nd

pu

t a

wa

y it

em

s in

a

bin

; pic

k it

em

s fr

om

a b

in a

cco

rdin

g t

o a

pu

t-a

wa

y te

mp

late

;

an

d p

ick

ite

ms

ba

sed

on

th

e z

on

e a

nd

bin

ra

nki

ng

. Mo

ve it

em

s

be

twe

en

bin

s u

sin

g a

re

po

rt f

or

op

tim

izin

g t

he

sp

ace

usa

ge

an

d t

he

pic

kin

g p

roce

ss o

r m

ove

ite

ms

ma

nu

ally

. Wa

reh

ou

se

inst

ruct

ion

do

cum

en

ts a

re c

rea

ted

fo

r th

e p

ick

an

d p

ut-

aw

ay

pro

cess

, wh

ich

ca

n b

e c

arr

ied

ou

t fo

r sa

les,

pu

rch

ase

, tra

nsf

ers

,

retu

rns,

an

d p

rod

uct

ion

ord

ers

. Se

rvic

e O

rde

rs is

no

t in

clu

de

d.

To e

ffe

ctiv

ely

use

th

is g

ran

ule

, it

is r

eco

mm

en

de

d t

ha

t yo

u

als

o p

urc

ha

se t

he

Pu

t A

wa

y, W

are

ho

use

Re

ceip

t, P

ick,

an

d

Wa

reh

ou

se S

hip

me

nt

gra

nu

les.

MA

NU

FAC

TU

RIN

G

Ba

sic

Ma

nu

fact

uri

ng

Pro

du

ctio

n B

ill o

f M

ate

ria

ls

Cre

ate

bill

s o

f m

ate

ria

ls a

nd

ca

lcu

late

sta

nd

ard

co

st. R

eq

uir

ed

fo

r

Pro

du

ctio

n O

rde

rs

Cre

ate

an

d m

an

ag

e p

rod

uct

ion

ord

ers

, an

d p

ost

co

nsu

mp

tio

n

an

d o

utp

ut

to t

he

pro

du

ctio

n o

rde

rs. A

fte

r yo

u h

ave

cre

ate

d

a p

rod

uct

ion

ord

er,

you

ca

n c

alc

ula

te n

et

req

uir

em

en

ts b

ase

d

on

th

at

pro

du

ctio

n o

rde

r. P

rod

uct

ion

Ord

ers

incl

ud

es

a m

an

ua

l

sup

ply

pla

nn

ing

to

ol a

s a

n a

lte

rna

tive

to

au

tom

ati

c p

lan

nin

g. T

he

Ord

er

Pla

nn

ing

win

do

w p

rovi

de

s th

e v

isib

ility

an

d t

oo

ls y

ou

ne

ed

to m

an

ua

lly p

lan

fo

r d

em

an

d f

rom

sa

les

line

s a

nd

th

en

to

cre

ate

diff

ere

nt

typ

es

of

sup

ply

ord

ers

dir

ect

ly.

Ag

ile

Ma

nu

fact

uri

ng

Ag

ile M

an

ufa

ctu

rin

g

Th

is g

ran

ule

en

ab

les

you

to

ru

n A

gile

Ma

nu

fact

uri

ng

, Su

pp

ly

Pla

nn

ing

, an

d C

ap

aci

ty P

lan

nin

g g

ran

ule

s.

Ve

rsio

n M

an

ag

em

en

t C

rea

te a

nd

ma

na

ge

diff

ere

nt

vers

ion

s o

f th

e m

an

ufa

ctu

rin

g b

ill

of

ma

teri

als

an

d r

ou

tin

gs.

Yo

u m

ust

pu

rch

ase

th

e B

asi

c C

ap

aci

ty

Pla

nn

ing

gra

nu

le b

efo

re y

ou

ca

n s

et

up

mu

ltip

le v

ers

ion

s o

f

rou

tin

gs.

24

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Su

pp

ly P

lan

nin

g

Ba

sic

Su

pp

ly P

lan

nin

g

Pla

n m

ate

ria

l re

qu

ire

me

nts

ba

sed

on

de

ma

nd

wit

h s

up

po

rt

for

ma

ste

r p

rod

uct

ion

sch

ed

ulin

g a

nd

ma

teri

als

re

qu

ire

me

nts

pla

nn

ing

. In

clu

de

s:

>

Au

tom

ati

c p

rod

uct

ion

ord

ers

an

d p

urc

ha

se o

rde

rs.

>

Act

ion

me

ssa

ge

s fo

r fa

st a

nd

ea

sy b

ala

nci

ng

of

sup

ply

an

d

de

ma

nd

.

>

Su

pp

ort

fo

r b

uck

et

less

an

d b

uck

ete

d m

ate

ria

l

req

uir

em

en

ts p

lan

nin

g.

>

Se

tup

fo

r it

em

s w

ith

th

eir

ow

n r

eo

rde

rin

g p

olic

y, in

clu

din

g

reg

istr

ati

on

of

wh

eth

er

the

y a

re m

an

ufa

ctu

red

by

or

pu

rch

ase

d f

rom

a t

hir

d p

art

y.

De

ma

nd

Fo

reca

stin

gM

an

ag

e d

em

an

d f

ore

cast

ing

ba

sed

on

ite

ms.

Ca

pa

city

Pla

nn

ing

Ba

sic

Ca

pa

city

Pla

nn

ing

Ad

d c

ap

aci

tie

s (w

ork

ce

nte

rs)

to t

he

ma

nu

fact

uri

ng

pro

cess

. Se

t

up

ro

uti

ng

s a

nd

use

th

ese

ro

uti

ng

s o

n p

rod

uct

ion

ord

ers

an

d in

ma

teri

al r

eq

uir

em

en

ts p

lan

nin

g. V

iew

loa

ds

an

d t

he

ta

sk li

st f

or

the

ca

pa

citi

es.

Fin

ite

Lo

ad

ing

cap

aci

ty c

on

stra

ints

into

acc

ou

nt

so t

ha

t n

o m

ore

wo

rk is

ass

ign

ed

to

a w

ork

ce

nte

r th

an

th

e c

ap

aci

tie

s ca

n b

e e

xpe

cte

d t

o

exe

cute

du

rin

g a

giv

en

tim

e p

eri

od

. Th

is is

a s

imp

le t

oo

l wit

ho

ut

an

y o

pti

miz

ati

on

. Use

d w

ith

th

e O

rde

r P

rom

isin

g g

ran

ule

, Fin

ite

Loa

din

g a

lso

en

ab

les

the

sys

tem

to

ca

lcu

late

ca

pa

ble

-to

-pro

mis

e

(CT

P).

Ma

chin

e C

en

ters

Ad

d m

ach

ine

ce

nte

rs a

s ca

pa

citi

es

to t

he

ma

nu

fact

uri

ng

pro

cess

.

PR

OJE

CT

MA

NA

GE

ME

NT

Re

sou

rce

s

Ba

sic

Re

sou

rce

sK

ee

p t

rack

of

reso

urc

es

an

d p

rice

s. R

eg

iste

r a

nd

se

ll re

sou

rce

s,

com

bin

e r

ela

ted

re

sou

rce

s in

to o

ne

re

sou

rce

gro

up

, or

tra

ck

ind

ivid

ua

l re

sou

rce

s. D

ivid

e r

eso

urc

es

into

lab

or

an

d e

qu

ipm

en

t

Ca

pa

city

Ma

na

ge

me

nt

Pla

n c

ap

aci

ty a

nd

sa

les,

an

d m

an

ag

e u

sag

e s

tati

stic

s a

nd

wit

h t

he

leve

l of

de

tail

an

d f

or

the

pe

rio

d o

f ti

me

th

at

you

ne

ed

.

Als

o m

on

ito

r re

sou

rce

usa

ge

an

d g

et

a c

om

ple

te o

verv

iew

of

you

r ca

pa

city

fo

r e

ach

re

sou

rce

wit

h in

form

ati

on

ab

ou

t

ava

ilab

ility

an

d p

lan

ne

d c

ost

s o

n o

rde

rs a

nd

qu

ote

s.

Mu

ltip

le C

ost

s

Ma

na

ge

alt

ern

ati

ve c

ost

s fo

r re

sou

rce

s a

nd

re

sou

rce

gro

up

s. T

he

25

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Jo

bs

Ke

ep

tra

ck o

f u

sag

e o

n jo

bs

an

d d

ata

fo

r in

voic

ing

th

e c

ust

om

er.

can

als

o:

>

Cre

ate

a p

lan

fo

r a

job

wit

h m

ult

iple

ta

sks

an

d t

ask

gro

up

ing

s. E

ach

ta

sk c

an

ha

ve a

bu

dg

et

an

d c

an

be

do

ne

for

wh

ate

ver

pe

rio

d o

f ti

me

yo

u n

ee

d.

>

Co

py

a b

ud

ge

t fr

om

on

e jo

b t

o a

no

the

r a

nd

se

t u

p a

ge

ne

ral l

ed

ge

r a

cco

un

t e

xpe

nse

s to

th

e jo

b’s

cu

sto

me

r.

>

Vie

w s

ug

ge

ste

d W

ork

in P

rog

ress

an

d R

eco

gn

itio

n p

ost

ing

s

for

a jo

b.

>

Pla

n a

nd

invo

ice

th

e jo

b in

a c

urr

en

cy o

the

r th

an

th

e lo

cal

curr

en

cy u

sin

g J

ob

s to

ge

the

r w

ith

Mu

ltip

le C

urr

en

cie

s.

>

job

co

mp

lete

ly o

r p

art

ially

usi

ng

Jo

bs

tog

eth

er

wit

h S

ale

s

Invo

icin

g.

SA

LES

, M

AR

KE

TIN

G,

AN

D

SE

RV

ICE

MA

NA

GE

ME

NT

Sa

les

an

d M

ark

eti

ng

Ca

mp

aig

n M

an

ag

em

en

t O

rga

niz

e c

am

pa

ign

s b

ase

d o

n s

eg

me

nts

of

you

r co

nta

cts

tha

t

seg

me

nts

or

seg

me

nta

tio

n c

rite

ria

. Use

th

e M

erg

e f

ea

ture

in

con

tact

s in

yo

ur

seg

me

nt.

To

se

nd

a d

ocu

me

nt

to p

eo

ple

of

diff

ere

nt

na

tio

na

litie

s in

th

eir

na

tive

lan

gu

ag

e, u

se C

am

pa

ign

S

ort

yo

ur

con

tact

s in

to c

ate

go

rie

s, a

nd

au

tom

ati

cally

cla

ssif

y

you

r cu

sto

me

rs b

ase

d o

n c

rite

ria

yo

u s

pe

cify

. Fo

r e

xam

ple

, yo

u

can

se

e t

he

pro

gra

m g

rou

p c

on

tact

s in

te

rms

of

reve

nu

e. U

se

this

info

rma

tio

n t

o t

arg

et

con

tact

s fo

r yo

ur

cam

pa

ign

s. D

ivid

e

you

r cu

sto

me

rs in

to A

BC

se

gm

en

ts a

nd

eve

n u

se t

his

gra

nu

le f

or

rati

ng

(a

ssig

n t

he

we

igh

ts o

f tw

o q

ue

stio

ns

to id

en

tify

th

e v

alu

e

of

a t

hir

d q

ue

stio

n).

Co

nta

ct M

an

ag

em

en

tM

ain

tain

an

ove

rvie

w o

f yo

ur

con

tact

s, a

nd

pe

rso

na

lize

yo

ur

ap

pro

ach

to

th

em

. Re

cord

yo

ur

con

tact

info

rma

tio

n f

or

all

bu

sin

ess

re

lati

on

ship

s. T

his

gra

nu

le is

tig

htl

y in

teg

rate

d w

ith

th

e

Sa

les

an

d R

ece

iva

ble

s a

pp

lica

tio

n a

rea

. Yo

u c

an

als

o:

>

Sp

eci

fy t

he

ind

ivid

ua

l pe

op

le r

ela

ted

to

ea

ch c

on

tact

.

>

Ge

t a

n a

uto

ma

tic

ale

rt if

yo

u e

nte

r co

nta

ct in

form

ati

on

th

at

alr

ea

dy

exi

sts

wit

h t

he

du

plic

ate

ch

eck

fu

nct

ion

.

>

Ge

t a

pre

cise

vie

w o

f p

rosp

ect

s a

nd

cu

sto

me

rs b

y

>

Issu

e q

uo

tes

to p

rosp

ect

s o

r cr

ea

te s

ale

s d

ocu

me

nts

fo

r

R

eco

rd a

ll th

e in

tera

ctio

ns

tha

t yo

u h

ave

wit

h y

ou

r co

nta

cts—

for

exa

mp

le, t

ele

ph

on

e c

alls

, me

eti

ng

s, o

r le

tte

rs. A

tta

ch

als

o a

uto

ma

tica

lly r

eco

rd o

the

r in

tera

ctio

ns—

for

exa

mp

le,

all

Mic

roso

ft D

yna

mic

s N

AV

do

cum

en

ts t

ha

t yo

u s

en

d t

o

you

r co

nta

cts,

like

sa

les

ord

ers

or

qu

ote

s, c

an

be

log

ge

d a

nd

retr

ieve

d a

t a

late

r ti

me

. By

usi

ng

TA

PI (

Tele

ph

on

y A

pp

lica

tio

n

Pro

gra

mm

ing

Inte

rfa

ce)

com

plia

nt

tele

com

de

vice

s, y

ou

ca

n c

all

a c

on

tact

by

clic

kin

g a

bu

tto

n o

n t

he

ele

ctro

nic

co

nta

ct c

ard

.

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Ma

il Lo

gg

ing

fo

r

Mic

roso

ft E

xch

an

ge

Se

rve

r Lo

g a

ll e

ma

il co

rre

spo

nd

en

ce. L

og

inb

ou

nd

an

d o

utb

ou

nd

em

ail

sen

t th

rou

gh

Mic

roso

ft D

yna

mic

s N

AV

or

Mic

roso

ft

Ou

tlo

ok®

, an

d s

et

up

th

e p

rog

ram

to

log

au

tom

ati

cally

or

ma

nu

ally

in M

icro

soft

Dyn

am

ics

NA

V. T

he

so

luti

on

is s

erv

er-

ba

sed

an

d r

eq

uir

es

Mic

roso

ft E

xch

an

ge

Se

rve

r (p

lea

se r

efe

r to

the

Mic

roso

ft D

yna

mic

s N

AV

so

ftw

are

re

qu

ire

me

nts

) in

ord

er

for

you

to

ke

ep

em

ail

me

ssa

ge

s in

th

eir

na

tura

l en

viro

nm

en

t to

ea

se

ad

min

istr

ati

on

.

Op

po

rtu

nit

y M

an

ag

em

en

t K

ee

p t

rack

of

sale

s o

pp

ort

un

itie

s. S

ect

ion

yo

ur

sale

s p

roce

sse

s

into

diff

ere

nt

sta

ge

s, a

nd

use

th

is in

form

ati

on

to

ge

t a

n o

verv

iew

of

an

d m

an

ag

e y

ou

r sa

les

op

po

rtu

nit

ies.

Ou

tlo

ok

Clie

nt

Inte

gra

tio

nS

ynch

ron

ize

yo

ur

to-d

o it

em

s a

nd

yo

ur

con

tact

s in

Mic

roso

ft

Dyn

am

ics

NA

V w

ith

me

eti

ng

s, t

ask

s, a

nd

co

nta

cts

in O

utl

oo

k.

Cre

ate

, up

da

te, c

an

cel,

an

d d

ele

te in

on

e p

rog

ram

an

d, a

t a

en

titi

es

to b

e s

ynch

ron

ize

d.

Ta

sk M

an

ag

em

en

tO

rga

niz

e t

he

ta

sks

rela

ted

to

yo

ur

sale

s a

nd

ma

rke

tin

g a

ctiv

itie

s.

Cre

ate

to

-do

list

s fo

r yo

urs

elf

an

d a

ssig

n t

ask

s to

oth

er

use

rs o

r

tea

ms

of

use

rs. A

uto

ma

tica

lly c

rea

te r

ecu

rrin

g t

o-d

o it

em

s a

nd

act

ivit

ies

con

sist

ing

of

seve

ral t

o-d

o it

em

s.

Se

rvic

e M

an

ag

em

en

t

Pla

nn

ing

an

d D

isp

atc

hin

gA

ssig

n p

ers

on

ne

l to

wo

rk o

rde

rs. L

og

de

tails

su

ch a

s w

ork

ord

er

ha

nd

ling

an

d w

ork

ord

er

sta

tus.

Fo

r d

isp

atc

hin

g, m

an

ag

e s

erv

ice

to a

vaila

bili

ty, s

kills

, an

d s

tock

ite

ms.

Ga

in a

n o

verv

iew

of

serv

ice

task

pri

ori

tiza

tio

n, s

erv

ice

loa

ds,

an

d t

ask

esc

ala

tio

ns.

Se

rvic

e C

on

tra

ct M

an

ag

em

en

t S

et

up

an

ag

ree

me

nt

wit

h t

he

cu

sto

me

r co

nce

rnin

g t

he

se

rvic

e

leve

l to

be

de

live

red

. Wit

h t

his

gra

nu

le, y

ou

ca

n:

>

Ma

inta

in in

form

ati

on

on

co

ntr

act

his

tory

, co

ntr

act

re

ne

wa

l,

an

d c

on

tra

ct t

em

pla

tes.

>

Ma

na

ge

wa

rra

nty

de

tails

on

se

rvic

e it

em

s a

nd

sp

are

pa

rts.

>

Re

cord

de

tails

on

se

rvic

e le

vels

, re

spo

nse

tim

es,

an

d

dis

cou

nt

leve

ls, a

s w

ell

as

on

th

e s

erv

ice

his

tory

of

ea

ch

con

tra

ct, i

ncl

ud

ing

use

d s

erv

ice

ite

ms

an

d p

art

s a

nd

lab

or

ho

urs

.

>

>

Ge

ne

rate

co

ntr

act

qu

ote

s.

It is

re

com

me

nd

ed

th

at

you

als

o u

se t

he

Se

rvic

e O

rde

r

Ma

na

ge

me

nt

an

d S

erv

ice

Ite

m M

an

ag

em

en

t g

ran

ule

s.

Se

rvic

e It

em

Ma

na

ge

me

nt

Re

cord

an

d k

ee

p t

rack

of

all

you

r se

rvic

e it

em

s, in

clu

din

g

con

tra

ct in

form

ati

on

, co

mp

on

en

t m

an

ag

em

en

t, a

nd

BO

M

refe

ren

ce a

nd

wa

rra

nty

info

rma

tio

n. U

se t

he

Tre

nd

sca

pe

An

aly

sis

fea

ture

to

vie

w k

ey

pe

rfo

rma

nce

ind

ica

tors

on

th

e s

erv

ice

ite

m in

a g

ive

n t

ime

fra

me

.

Se

rvic

e O

rde

r M

an

ag

em

en

tR

eg

iste

r yo

ur

aft

er-

sale

s is

sue

s in

clu

din

g s

erv

ice

re

qu

est

s,

serv

ice

s d

ue

, se

rvic

e o

rde

rs, a

nd

re

pa

ir r

eq

ue

sts.

Se

rvic

e

req

ue

sts

can

be

init

iate

d b

y th

e c

ust

om

er

or

cre

ate

d

au

tom

ati

cally

acc

ord

ing

to

th

e t

erm

s in

yo

ur

serv

ice

ag

ree

me

nt.

Da

ta c

an

be

en

tere

d in

th

e s

erv

ice

ord

ers

by

a c

all

cen

ter

em

plo

yee

or

by

you

r re

pa

ir s

ho

p. Y

ou

ca

n a

lso

use

th

is g

ran

ule

to r

eg

iste

r im

pro

mp

tu o

r o

ne

-off

se

rvic

e o

rde

rs.

Re

gis

ter

an

d m

an

ag

e e

qu

ipm

en

t lo

an

ed

to

cu

sto

me

rs. G

et

a

com

ple

te h

isto

ry o

f yo

ur

serv

ice

ord

ers

an

d s

erv

ice

ord

er

qu

ote

s

thro

ug

h t

he

Se

rvic

e O

rde

r Lo

g.

27

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Se

rvic

e P

rice

Ma

na

ge

me

nt

Se

t u

p, m

ain

tain

, an

d m

on

ito

r yo

ur

serv

ice

pri

ces.

Se

t u

p p

rice

gro

up

s b

ase

d o

n d

iffe

ren

t cr

ite

ria

—su

ch a

s th

e s

erv

ice

ite

m

(or

seve

ral i

tem

gro

up

s), t

he

se

rvic

e t

ask

invo

lve

d, o

r th

e t

ype

pa

ram

ete

rs in

volv

ed

in p

rovi

din

g s

erv

ice

—fo

r e

xam

ple

, th

e

pa

rts

use

d, t

he

diff

ere

nt

wo

rk t

ype

s, a

nd

th

e s

erv

ice

ch

arg

es.

Th

e

syst

em

au

tom

ati

cally

ass

ign

s th

e c

orr

ect

pri

ce s

tru

ctu

re t

o t

he

serv

ice

ord

ers

th

at

ma

tch

th

e s

erv

ice

pri

ce g

rou

p c

rite

ria

. Yo

u

of

ea

ch s

erv

ice

pri

ce g

rou

p.

HU

MA

N R

ES

OU

RC

ES

M

AN

AG

EM

EN

T (

HR

M)

Ba

sic

Hu

ma

n R

eso

urc

es

tra

ck r

ele

van

t e

mp

loye

e in

form

ati

on

an

d o

rga

niz

e e

mp

loye

e

da

ta a

cco

rdin

g t

o d

iffe

ren

t ty

pe

s o

f in

form

ati

on

, su

ch a

s

exp

eri

en

ce, s

kills

, ed

uca

tio

n, t

rain

ing

, an

d u

nio

n m

em

be

rsh

ip.

Sto

re p

ers

on

al i

nfo

rma

tio

n, t

rack

job

op

en

ing

s in

yo

ur

org

an

iza

tio

n, a

nd

ext

ract

a li

st o

f ca

nd

ida

tes

for

the

se p

osi

tio

ns.

card

s, c

om

pu

ters

, an

d c

ars

. Ea

sily

re

cord

all

typ

es

of

ab

sen

ces

ad

dre

sse

s a

nd

re

lati

ves’

na

me

s to

em

plo

yee

s.

LA

NG

UA

GE

S

Mu

ltip

le D

ocu

me

nt

Lan

gu

ag

es

Se

t u

p a

lte

rna

tive

de

scri

pti

on

s o

f yo

ur

inve

nto

ry it

em

s a

nd

pri

nt

rep

ort

s in

mu

ltip

le la

ng

ua

ge

s (f

or

exa

mp

le, y

ou

ca

n m

ake

invo

ice

s in

th

e r

ece

ive

r’s

lan

gu

ag

e).

De

scri

pti

on

s ca

n b

e li

nke

d

to in

div

idu

al c

ust

om

ers

, wh

ich

is e

spe

cia

lly u

sefu

l fo

r sa

les

to

fore

ign

co

un

trie

s.

It c

an

, ho

we

ver,

be

use

ful t

o c

ust

om

ize

th

e it

em

de

scri

pti

on

s

eve

n f

or

do

me

stic

cu

sto

me

rs. T

he

alt

ern

ati

ve it

em

de

scri

pti

on

s

are

au

tom

ati

cally

se

lect

ed

. To

use

th

e m

ult

iple

lan

gu

ag

e f

ea

ture

s,

the

te

xts

for

the

alt

ern

ati

ve la

ng

ua

ge

s m

ust

be

inse

rte

d in

th

e

rele

van

t a

pp

lica

tio

n o

bje

cts.

Mu

ltip

le L

an

gu

ag

es

(Ea

ch)

Sw

itch

lan

gu

ag

es

on

th

e c

lien

t in

re

al t

ime

, pro

vid

ed

th

at

the

lan

gu

ag

e is

ava

ilab

le in

th

e p

rog

ram

. Th

e la

ng

ua

ge

mo

du

le c

an

be

use

d t

o r

un

Mu

ltila

ng

ua

ge

fu

nct

ion

alit

y.

IMP

OR

TAN

T: U

sers

ca

n u

se t

his

lan

gu

ag

e m

od

ule

on

ly if

th

e

Ea

ch la

ng

ua

ge

gra

nu

le c

ove

rs t

he

fu

nct

ion

alit

y fo

r o

nly

on

e

con

tain

s a

ll D

an

ish

str

ing

s fo

r D

an

ish

fu

nct

ion

alit

y. It

do

es

no

t

con

tain

Da

nis

h s

trin

gs

for

Fre

nch

or

oth

er

lan

gu

ag

e f

un

ctio

na

lity

CO

NFI

GU

RA

TIO

N A

ND

D

EV

ELO

PM

EN

T

Ap

plic

ati

on

Bu

ilde

r (A

la c

art

e)

Ch

an

ge

th

e b

usi

ne

ss r

ule

s a

nd

sp

eci

al c

alc

ula

tio

ns

tha

t w

ork

be

hin

d t

he

sce

ne

s. B

usi

ne

ss r

ule

s a

nd

sp

eci

al c

alc

ula

tio

ns

are

(fo

r e

xam

ple

, po

stin

gs)

. Wit

h A

pp

lica

tio

n B

uild

er,

you

ca

n

cre

ate

en

tire

ly n

ew

are

as

of

fun

ctio

na

lity

for

you

r a

pp

lica

tio

n,

org

an

iza

tio

n. I

t a

lso

en

ab

les

you

to

cre

ate

10

0 c

od

eu

nit

ob

ject

s

(nu

mb

ere

d f

rom

50

,00

0 t

o 5

0,0

99

). Y

ou

ca

n a

lso

ta

ke a

dva

nta

ge

of

the

fu

nct

ion

alit

y in

clu

de

d f

or

de

velo

pe

rs in

th

e N

avi

ga

tio

n

Pa

ne

De

sig

ne

r (f

or

exa

mp

le, c

rea

tin

g n

ew

me

nu

ite

ms)

.

28

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Pa

ge

De

sig

ne

r C

han

ge

exi

stin

g p

age

s (w

ind

ow

s d

isp

laye

d o

n t

he

scr

ee

n f

or

dat

a

en

try

and

inq

uir

y), a

nd

it e

nab

les

you

to

cre

ate

10

0 p

age

ob

ject

s

(incl

ud

ed

an

d n

um

be

red

fro

m 5

0,0

00

to

50

,09

9).

Th

e P

age

De

sig

ne

r g

ran

ule

als

o e

nab

les

you

to

use

th

e N

avig

ati

on

Pan

e

De

sig

ne

r. T

his

me

ans,

fo

r e

xam

ple

, th

at y

ou

can

cre

ate

ne

w m

en

u

Re

po

rt D

esi

gn

er

Ch

an

ge

exi

stin

g r

ep

ort

s a

nd

cre

ate

10

0 n

ew

re

po

rt o

bje

cts

(nu

mb

ere

d f

rom

50

,00

0 t

o 5

0,0

99

). T

his

gra

nu

le p

rovi

de

s a

cce

ss

ne

w r

ep

ort

s fr

om

scr

atc

h o

r co

py

an

exi

stin

g r

ep

ort

to

use

as

a

sta

rtin

g p

oin

t. E

very

re

po

rt in

Mic

roso

ft D

yna

mic

s N

AV

is c

rea

ted

usi

ng

th

is t

oo

l an

d c

an

th

ere

fore

be

ea

sily

cu

sto

miz

ed

. Yo

u w

ill

ne

ed

th

e M

icro

soft

Vis

ua

l Stu

dio

Re

po

rt D

esi

gn

er

20

10 t

o d

esi

gn

the

layo

ut

of

a r

ep

ort

in d

eve

lop

me

nt

en

viro

nm

en

t. M

icro

soft

Vis

ua

l Re

po

rt D

esi

gn

er

com

es

wit

h M

icro

soft

Vis

ua

l Stu

dio

20

10

SP

1 P

rofe

ssio

na

l, P

rem

ium

, or

Ult

ima

te.

Th

is g

ran

ule

en

ab

les

you

to

ta

ke a

dva

nta

ge

of

the

fu

nct

ion

alit

y

incl

ud

ed

fo

r d

eve

lop

ers

in t

he

Na

vig

ati

on

Pa

ne

De

sig

ne

r (f

or

exa

mp

le, c

rea

tin

g n

ew

me

nu

ite

ms)

.

So

luti

on

De

velo

pe

r (A

la c

art

e)

Ch

an

ge

th

e b

usi

ne

ss r

ule

s a

nd

sp

eci

al c

alc

ula

tio

ns

tha

t w

ork

be

hin

d t

he

sce

ne

s. B

usi

ne

ss r

ule

s a

nd

sp

eci

al c

alc

ula

tio

ns

are

pro

vid

es

acc

ess

to

co

de

th

at

up

da

tes

wri

te-p

rote

cte

d t

ab

les

to

the

Me

rge

an

d U

pg

rad

e T

oo

ls. Y

ou

ca

n a

lso

:

>

Ch

an

ge

or

cre

ate

an

y o

bje

ct t

ype

.

>

Imp

ort

in t

he

Ob

ject

De

sig

ne

r.

(Th

ese

op

tion

s ar

e n

ot a

vaila

ble

with

the

Ap

plic

atio

n B

uild

er g

ran

ule

).

Ta

ble

De

sig

ne

r

(nu

mb

ere

d f

rom

50

,00

0 t

o 5

0,0

09

). Y

ou

ca

n c

ha

ng

e p

rop

ert

ies

info

rma

tio

n a

nd

ch

an

ge

or

cre

ate

ne

w F

low

Fie

lds

an

d F

low

Filt

ers

for

“slic

ing

an

d d

icin

g”

info

rma

tio

n in

ne

w w

ays

. Th

is g

ran

ule

XM

Lpo

rts

(10

0)

Cre

ate

ne

w o

r ch

an

ge

exi

stin

g X

MLp

ort

ob

ject

s. X

MLp

ort

an

d b

usi

ne

ss r

ule

s. E

very

XM

Lpo

rt o

bje

ct in

Mic

roso

ft D

yna

mic

s

NA

V is

cre

ate

d u

sin

g t

his

to

ol a

nd

ca

n t

he

refo

re b

e c

ust

om

ize

d

ea

sily

. Th

is g

ran

ule

en

ab

les

you

to

cre

ate

10

0 n

ew

XM

Lpo

rt

ob

ject

s (n

um

be

red

fro

m 5

0,0

00

to

50

,09

9)

an

d t

o t

ake

ad

van

tag

e o

f th

e f

un

ctio

na

lity

incl

ud

ed

fo

r d

eve

lop

ers

in t

he

Nav

igat

ion

Pan

e D

esi

gn

er

(fo

r e

xam

ple

, cre

atin

g n

ew

me

nu

ite

ms)

.

Qu

ery

De

sig

ne

rT

he

Qu

ery

de

sig

ne

r p

rovi

de

s th

e a

bili

ty t

o m

od

ify

exi

stin

g

qu

eri

es

in t

he

ap

plic

ati

on

, as

we

ll a

s cr

ea

te u

p t

o 1

00

ne

w

qu

eri

es.

Th

e Q

ue

ry d

esi

gn

er

is t

he

ma

in t

oo

l fo

r cr

ea

tin

g o

bje

cts

of

typ

e Q

ue

ry.

Qu

ery

ob

ject

s re

trie

ve s

ub

sets

of

da

ta s

pre

ad

acr

oss

th

e d

ata

ba

se a

nd

are

da

ta p

um

ps

for

vari

ou

s p

lace

s

wit

hin

th

e a

pp

lica

tio

n s

uch

as

cha

rts

an

d b

usi

ne

ss lo

gic

.

Ap

pli

cati

on

Ob

ject

s

Co

de

un

its

(10

0)

10 C

od

eu

nit

s a

re in

clu

de

d in

th

e S

tart

er

Pa

ck a

nd

10

mo

re a

re

incl

ud

ed

in t

he

Ex

ten

de

d P

ack

. Ad

dit

ion

al g

rou

ps

of

100

are

ava

ilab

le in

th

e C

ust

om

iza

tio

n s

uit

e.

29

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Re

po

rts

(10

0)

Ad

dit

ion

al g

rou

ps

of

100

are

ava

ilab

le in

th

e C

ust

om

iza

tio

n s

uit

e.

Tab

les

(10

)10

ta

ble

s a

re in

clu

de

d w

ith

th

e E

xte

nd

ed

Pa

ck. A

dd

itio

na

l

gro

up

s o

f 10

are

ava

ilab

le in

th

e C

ust

om

iza

tio

n s

uit

e

XM

Lpo

rts

(10

0)

100

XM

Lpo

rts

are

incl

ud

ed

wit

h t

he

Ex

ten

de

d P

ack

. Ad

dit

ion

al

gro

up

s o

f 10

0 a

re a

vaila

ble

in t

he

Cu

sto

miz

ati

on

su

ite

.

Qu

eri

es

(10

0)

Ad

dit

ion

al g

rou

ps

of

100

are

ava

ilab

le in

th

e C

ust

om

iza

tio

n s

uit

e.

Pa

ge

s (1

00

)10

0 P

ag

es

are

incl

ud

ed

wit

h t

he

Ex

ten

de

d P

ack

. Ad

dit

ion

al

gro

up

s o

f 10

0 a

re a

vaila

ble

in t

he

Cu

sto

miz

ati

on

su

ite

.

Oth

er

Tim

e S

he

et

wit

h m

an

ag

er

ap

pro

val.

Tim

e s

he

et

pro

vid

es

inte

gra

tio

n t

o

Se

rvic

e, J

ob

s a

nd

Re

sou

rce

.

Ad

van

ced

Dim

en

sio

ns

Ad

van

ced

Dim

en

sio

ns

pro

vid

es

un

limit

ed

dim

en

sio

ns

for

use

in t

ran

sact

ion

s in

all

led

ge

rs. Y

ou

ca

n n

am

e a

ll th

e d

ime

nsi

on

s

as

mo

st a

pp

rop

ria

te f

or

you

r b

usi

ne

ss. I

n a

dd

itio

n t

o a

n

un

limit

ed

nu

mb

er

of

dim

en

sio

ns,

th

is g

ran

ule

incl

ud

es

ad

van

ced

dim

en

sio

ns

fun

ctio

na

lity

tha

t e

na

ble

s yo

u t

o s

et

up

ru

les

for

ho

w t

o c

om

bin

e d

ime

nsi

on

s a

nd

dim

en

sio

n v

alu

es.

Th

is h

elp

s

you

co

ntr

ol t

he

use

of

dim

en

sio

ns

an

d in

cre

ase

s th

e r

elia

bili

ty o

f

ou

tpu

t b

ase

d o

n d

ime

nsi

on

s.

You

ca

n a

lso

:

>

>

Se

t u

p a

nd

use

an

aly

sis

vie

ws

to a

na

lyze

ge

ne

ral l

ed

ge

r

tra

nsa

ctio

ns

pe

r d

ime

nsi

on

an

d c

om

bin

e d

ime

nsi

on

s a

s

you

wa

nt.

>

Incl

ud

e b

ud

ge

t in

form

ati

on

in a

na

lysi

s vi

ew

s, w

hic

h is

an

ad

van

ced

wa

y o

f a

na

lyzi

ng

da

ta u

sin

g d

ime

nsi

on

s.

>

Co

mb

ine

an

aly

sis

of

dim

en

sio

ns

wit

h t

he

use

of

acc

ou

nt

sch

ed

ule

s.

Ba

sic

Dim

en

sio

ns

Ad

d t

wo

ad

dit

ion

al d

ime

nsi

on

s to

th

e g

en

era

l le

dg

er

an

d t

o

an

y o

f th

e o

the

r le

dg

ers

in M

icro

soft

Dyn

am

ics

NA

V f

or

gre

ate

r

two

dim

en

sio

ns

the

na

me

s m

ost

ap

pro

pri

ate

fo

r yo

ur

bu

sin

ess

an

d a

ssig

n d

ime

nsi

on

co

de

s to

ea

ch t

ran

sact

ion

th

at

invo

lve

s a

dim

en

sio

n v

alu

es

an

d r

ule

s fo

r th

e d

efa

ult

va

lue

s fo

r a

ll a

cco

un

t

typ

es

(ge

ne

ral l

ed

ge

r, cu

sto

me

r, ve

nd

or,

ite

m, a

nd

so

on

) to

he

lp

you

ea

sily

ad

d d

ime

nsi

on

s to

all

tra

nsa

ctio

ns.

Th

is g

ran

ule

ca

n

be

use

d in

co

mp

an

ies

tha

t, f

or

exa

mp

le, h

ave

se

vera

l pro

ject

s,

You

ca

n a

lso

use

it t

o:

>

Clo

sely

an

aly

ze p

roje

cts

in c

om

pa

nie

s th

at

wo

rk w

ith

pro

ject

s a

cro

ss d

ep

art

me

nts

an

d f

un

ctio

ns.

>

Ge

ne

rate

a s

tate

me

nt

of

op

era

tio

ns

for

a c

om

pa

ny

car

acc

ou

nt,

wh

ere

th

e in

div

idu

al a

uto

mo

bile

s a

re s

et

up

as

pro

ject

s.

>

Est

ab

lish

a s

ing

le a

cco

un

t fo

r a

ll co

mp

an

y ca

rs, e

ven

tho

ug

h a

de

taile

d s

tate

me

nt

pe

r ca

r is

ca

lled

fo

r.

>

Pri

nt

a b

ala

nce

fo

r a

giv

en

de

pa

rtm

en

t o

r p

roje

ct o

r fo

r

com

bin

ati

on

s o

f th

e t

wo

.

30

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Ext

en

de

d T

ext

S

et

up

an

un

limit

ed

nu

mb

er

of

line

s to

de

scri

be

inve

nto

ry it

em

s,

reso

urc

es,

an

d g

en

era

l le

dg

er

acc

ou

nts

. Yo

u c

an

se

t u

p e

xte

nd

ed

text

so

th

at

an

ad

dit

ion

al d

esc

rip

tio

n is

co

pie

d a

uto

ma

tica

lly

on

to s

ale

s o

r p

urc

ha

se d

ocu

me

nts

wh

en

lin

es

are

en

tere

d. T

he

de

scri

pti

on

ca

n a

lso

be

ma

de

da

te-s

en

siti

ve t

o a

llow

fo

r sp

eci

al

cert

ain

pro

mo

tio

na

l off

eri

ng

s o

r ce

rta

in w

arr

an

ty c

on

dit

ion

s. Y

ou

can

als

o s

pe

cify

ext

en

de

d t

ext

fo

r va

rio

us

lan

gu

ag

es.

Intr

ast

at

Au

tom

ati

cally

re

trie

ve t

he

ne

cess

ary

da

ta t

o r

ep

ort

Intr

ast

at

info

rma

tio

n t

o s

tati

stic

s a

uth

ori

tie

s. L

oca

l cu

sto

ms

au

tho

riti

es

rep

ort

.

Jo

b Q

ue

ue

Au

tom

ate

se

rvic

e o

r sc

he

du

le t

ask

s. F

or

exa

mp

le, y

ou

ca

n

au

tom

ati

cally

ge

ne

rate

se

rvic

e c

on

tra

ct r

en

ew

als

or

serv

ice

con

tra

ct in

voic

es.

You

ca

n s

et

up

th

e p

rog

ram

to

au

tom

ati

cally

ch

eck

wh

eth

er

Mu

ltip

le C

urr

en

cie

sM

an

ag

e m

ult

iple

cu

rre

nci

es

thro

ug

ho

ut

the

sys

tem

, in

clu

din

g

pa

yab

les

an

d r

ece

iva

ble

s, g

en

era

l le

dg

er

rep

ort

s, r

eso

urc

e a

nd

inve

nto

ry it

em

s, a

nd

ba

nk

acc

ou

nts

(w

he

n in

teg

rate

d w

ith

th

e

Ca

sh M

an

ag

em

en

t g

ran

ule

s). W

ith

Mu

ltip

le C

urr

en

cie

s, y

ou

ca

n:

>

En

ter

exc

ha

ng

e r

ate

s a

nd

co

nve

rt c

urr

en

cy in

fu

ll

com

plia

nce

wit

h e

uro

leg

isla

tio

n (

incl

ud

ing

“tr

ian

gu

lati

on

”)

in t

he

Eu

rop

ea

n M

on

eta

ry U

nio

n (

EM

U)

cou

ntr

ies.

Tria

ng

ula

tio

n is

th

e r

eq

uir

ed

me

tho

d o

f cu

rre

ncy

con

vers

ion

du

rin

g t

he

tra

nsi

tio

na

l pe

rio

d o

f th

e e

uro

.

>

Perf

orm

cu

rre

ncy

co

nve

rsio

n a

cco

rdin

g t

o e

xch

an

ge

ra

tes

tha

t a

re s

tore

d a

nd

ma

inta

ine

d in

th

e e

xch

an

ge

ra

te t

ab

le.

>

Se

t u

p a

cu

rre

ncy

in t

he

exc

ha

ng

e r

ate

ta

ble

an

d s

pe

cify

the

fo

rma

t so

th

at

am

ou

nts

will

alw

ays

be

sh

ow

n in

th

e

corr

ect

fo

rma

t o

n a

ll fo

rms

an

d r

ep

ort

s th

rou

gh

ou

t th

e

syst

em

.

>

En

ter

exc

ha

ng

e r

ate

s fo

r a

da

te o

r fo

r a

pe

rio

d in

th

e

exc

ha

ng

e r

ate

ta

ble

.

>

Ca

lcu

late

th

e e

xch

an

ge

ra

te a

sso

cia

ted

wit

h t

he

da

te o

n

the

tra

nsa

ctio

n f

or

ea

ch c

on

vers

ion

of

a c

urr

en

cy a

mo

un

t

to a

loca

l am

ou

nt.

>

Sa

ve h

isto

rica

l exc

ha

ng

e r

ate

s in

th

e e

xch

an

ge

ra

te t

ab

le t

o

>

Tra

nsa

ct b

usi

ne

ss in

an

y n

um

be

r o

f cu

rre

nci

es

for

an

y

cust

om

er

an

d v

en

do

r. Fo

r e

xam

ple

, co

mp

an

ies

can

issu

e

an

invo

ice

in o

ne

cu

rre

ncy

an

d a

cce

pt

pa

yme

nt

for

tha

t

invo

ice

in a

diff

ere

nt

curr

en

cy.

>

Ma

na

ge

cu

rre

ncy

co

nve

rsio

n d

yna

mic

ally

an

d h

elp

en

sure

>

Sto

re d

eta

ils o

f tr

an

sact

ion

s in

volv

ing

re

ceiv

ab

les

an

d

pa

yab

les

in lo

cal a

nd

fo

reig

n c

urr

en

cie

s so

th

at

ag

ing

an

d

rep

ort

s fo

r re

ceiv

ab

les

an

d p

aya

ble

s ca

n b

e p

rin

ted

in lo

cal

or

fore

ign

cu

rre

ncy

.

>

Use

th

e E

xch

an

ge

Ra

te A

dju

stm

en

t o

pti

on

to

ad

just

to t

he

ge

ne

ral l

ed

ge

r.

po

stin

gs

are

ma

de

in t

he

ge

ne

ral l

ed

ge

r. If

yo

u u

se a

n a

dd

itio

na

l

rep

ort

ing

cu

rre

ncy

in t

he

ge

ne

ral l

ed

ge

r, th

e E

xch

an

ge

Ra

te

Ad

just

me

nt

op

tio

n a

lso

ad

just

s th

e g

en

era

l le

dg

er

acc

ord

ing

to

you

r se

tup

fo

r e

ach

ge

ne

ral l

ed

ge

r a

cco

un

t.

Pe

r D

ata

ba

se L

ice

nse

(S

QL

Se

rve

r)

Per

Da

tab

ase

Lic

en

se is

re

qu

ire

d w

he

n y

ou

wa

nt

to r

un

se

vera

l

da

tab

ase

s o

n t

he

sa

me

inst

an

ce o

f S

QL

Se

rve

r. E

ach

da

tab

ase

gra

nu

le. W

ith

ou

t it

, all

da

tab

ase

s o

n t

he

se

rve

r th

at

do

no

t u

se

31

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Fin

an

cia

l Ma

na

ge

me

nt

> G

en

era

l>

Fix

ed

Ass

ets

> C

ash

Ma

na

ge

me

nt

Su

pp

ly C

ha

in

Ma

na

ge

me

nt

(SC

M)

> S

ale

s a

nd

Re

ceiv

ab

les

> S

ale

s Ta

x>

Pu

rch

ase

an

d

Pa

yab

les

> In

ven

tory

> W

are

ho

use

M

an

ag

em

en

t

Ma

nu

fact

uri

ng

> B

asi

c M

an

ufa

ctu

rin

g>

Ag

ile M

an

ufa

ctu

rin

g>

Su

pp

ly P

lan

nin

g>

Ca

pa

city

Pla

nn

ing

P

roje

ct M

an

ag

em

en

t>

Re

sou

rce

s>

Jo

bs

Sa

les,

Ma

rke

tin

g, a

nd

S

erv

ice

Ma

na

ge

me

nt

> S

ale

s a

nd

Ma

rke

tin

g>

Se

rvic

e M

an

ag

em

en

t H

um

an

Re

sou

rce

s M

an

ag

em

en

t (H

RM

)

La

ng

ua

ge

s D

eve

lop

me

nt

> A

pp

lica

tio

n O

bje

cts

> O

the

r>

Lo

cal G

ran

ule

s

Re

aso

n C

od

es

tran

sact

ion

s th

rou

gh

ou

t th

e s

yste

m. T

his

pro

vid

es

ad

dit

ion

al

pro

vid

ed

by

syst

em

ass

ign

ed

au

dit

tra

ils a

nd

po

stin

g d

esc

rip

tio

ns.

he

ade

rs. F

or

exa

mp

le, u

se r

eas

on

co

de

s to

mar

k al

l le

dg

er

en

trie

s

Su

bsi

dia

ry (

Un

limit

ed

)Fo

r Pe

rpe

tua

l lic

en

ses

the

So

ftw

are

Lic

en

se T

erm

s (S

LT)

pe

rmit

lice

nsi

ng

re

du

nd

an

t. P

lea

se r

efe

r to

th

e S

LT f

or

full

de

tails

.

Pe

rmis

sio

ns

Ass

ign

an

d li

mit

use

r p

erm

issi

on

s w

ith

th

is a

dva

nce

d a

nd

de

taile

d s

yste

m. C

on

tro

l acc

ess

to

ea

ch t

ab

le, p

ag

e r

ep

ort

,

cod

eu

nit

, XM

Lpo

rt, a

nd

me

nu

un

it o

f M

icro

soft

Dyn

am

ics

NA

V.

Ke

ep

tra

ck o

f p

urc

ha

ses

an

d s

ale

s p

er

pe

rso

n b

y a

ssig

nin

g

pu

rch

ase

rs t

o v

en

do

rs a

nd

sa

lesp

eo

ple

to

cu

sto

me

rs. P

urc

ha

sers

an

d s

ale

spe

rso

ns

are

tra

cke

d in

th

e V

en

do

r Le

dg

er,

Cu

sto

me

r

Led

ge

r, It

em

Le

dg

er,

Job

Le

dg

er,

an

d R

eso

urc

e L

ed

ge

r. S

tati

stic

s

are

ge

ne

rate

d a

bo

ut

ind

ivid

ua

l sa

lesp

eo

ple

an

d p

urc

ha

sers

ba

sed

on

th

is in

form

ati

on

, wh

ich

ca

n b

e u

sed

fo

r ca

lcu

lati

ng

com

mis

sio

ns.

Un

limit

ed

Co

mp

an

ies

Pro

vid

e c

om

pe

titi

ve p

rici

ng

if y

ou

r b

usi

ne

ss n

ee

ds

mo

re t

ha

n

on

e c

om

pa

ny.

Use

r ID

s a

nd

Pa

ssw

ord

s C

rea

te u

ser

IDs

an

d p

ass

wo

rds

to li

mit

acc

ess

to

th

e in

form

ati

on

in M

icro

soft

Dyn

am

ics

NA

V t

o s

ele

cte

d in

div

idu

als

. Co

ntr

ol

acc

ess

to

th

e s

olu

tio

n a

nd

giv

e a

ll d

esi

gn

ate

d u

sers

fu

ll

pe

rmis

sio

ns.

Th

ese

se

curi

ty f

ea

ture

s a

re a

fu

nct

ion

of

the

Mic

roso

ft D

yna

mic

s N

AV

da

tab

ase

.

Th

is g

ran

ule

ca

n b

e u

sed

alo

ne

or

in c

om

bin

ati

on

wit

h t

he

Perm

issi

on

s g

ran

ule

.

Lo

cal

Gra

nu

les

Loca

l Gra

nu

les

Mic

roso

ft D

yna

mic

s N

AV

pro

vid

es

nu

me

rou

s g

ran

ule

s th

at

sup

po

rt lo

cal b

usi

ne

ss p

roce

sse

s a

nd

pra

ctic

es.

Th

ey

are

ava

ilab

le a

s A

dd

itio

na

l Co

mp

on

en

ts (

a la

ca

rte

gra

nu

les)

.

Co

nsu

lt t

he

late

st p

rice

list

fo

r d

eta

ils a

nd

ava

ilab

ility

fo

r th

e

pa

rtic

ula

r lic

en

sin

g p

ack

ag

e.

32

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

5.

Mic

roso

ft

Rec

ou

rces

33

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

5. M

icro

soft

Res

ou

rces

Mic

roso

ft D

yna

mic

s W

eb

site

Le

arn

ab

ou

t w

ha

t M

icro

soft

Dyn

am

ics

solu

tio

ns

can

do

fo

r yo

ur

org

an

iza

tio

n a

nd

ho

w t

o

ge

t st

art

ed

.

Re

ad

mo

re?

Clic

k h

ere

>

Lice

nse

te

rms?

Clic

k h

ere

>

Cu

sto

me

rSo

urc

e -

Mic

roso

ft D

yna

mic

s C

ust

om

erS

ou

rce

is

a p

ass

wo

rd-p

rote

cte

d s

ite

fo

r cu

sto

me

rs w

ho

use

Mic

roso

ft

Cu

sto

me

rSo

urc

e a

llow

s yo

u t

o s

ea

rch

a p

ow

erf

ul K

no

wle

dg

e

Ba

se f

or

Mic

roso

ft D

yna

mic

s, v

iew

on

line

tra

inin

g f

or

Mic

roso

ft

an

d r

eso

urc

es

virt

ua

lly 2

4 h

ou

rs a

da

y. (

Sig

n-i

n r

eq

uir

ed

.)

24

ho

urs

Cu

sto

me

rSo

urc

e. C

lick

he

re >

info

rma

tio

n, o

rde

r fo

rms,

an

d m

ore

.

Info

rma

tio

n o

n P

art

ne

rSo

urc

e. C

lick

he

re >

34

of

35

1 Mic

roso

ft D

ynam

ics

NA

V 3 Pack

agin

g o

f Fu

nct

ion

ality

in

Mic

roso

ft D

ynam

ics

N

AV

20

15

2 Ho

w t

o B

uy

M

icro

soft

Dyn

amic

s N

AV

20

15

4 Pro

du

ct C

apab

ilitie

s in

Mic

roso

ft D

ynam

ics

NA

V 2

015

5 Mic

roso

ft R

eso

urc

es

Men

u

Sta

rte

r P

ack

Ext

en

de

d P

ack

Ab

ou

t M

icro

soft

Dyn

am

ics

NA

V

Mic

roso

ft D

yna

mic

s N

AV

20

15 is

qu

ick

to im

ple

me

nt,

sim

ple

-to

-use

bu

sin

ess

solu

tio

n f

rom

Mic

roso

ft w

ith

th

e p

ow

er

to s

up

po

rt y

ou

r b

usi

ne

ss a

mb

itio

ns.

Str

ea

mli

ne

an

d c

on

ne

ct y

ou

r e

nti

re b

usi

ne

ss:

>

De

plo

y in

th

e c

lou

d o

r o

n y

ou

r se

rve

rs—

the

ch

oic

e is

yo

urs

.

>

He

lp t

o in

cre

ase

pro

du

ctiv

ity

an

d t

o s

imp

lify

you

r b

usi

ne

ss b

y

con

ne

ctin

g k

ey

fun

ctio

ns

wit

hin

yo

ur

org

an

iza

tio

n.

>

Ma

na

ge

yo

ur

mu

lti-

loca

tio

n o

r m

ult

i-n

ati

on

al g

row

ing

bu

sin

ess

wit

h

glo

ba

l ER

P f

ea

ture

s.

>

tog

eth

er

wit

h y

ou

r d

ata

, re

po

rts,

an

d b

usi

ne

ss m

an

ag

em

en

t so

ftw

are

.

Tod

ay,

mo

re t

ha

n 1

00

,00

0 c

ust

om

ers

are

usi

ng

Mic

roso

ft D

yna

mic

s N

AV

in

42

co

un

try

vers

ion

s to

dri

ve b

usi

ne

ss s

ucc

ess

an

d s

tay

ah

ea

d o

f co

mp

eti

tio

n.

Lear

n M

ore

Un

ite

d S

tate

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