Microsoft Dynamics NAV

Helps businesses gain greater control over their financials, better manage their inventory
and operations, and make informed decisions that help drive business success.

Microsoft Dynamics NAV is a global enterprise resource planning (ERP) solution that provides small and midsize businesses greater control over their financials and can simplify their supply chain, manufacturing, and operations.

Capabilities Include:

Financial Management

The Financial Management Suite delivers a robust solution that allows you to easily manage all your financial needs. Seamlessly handle your bank accounts, budgets, and cash flow forecast. Track your Fixed Assets and deepen your financial reporting through Advanced Dimensions.

This module includes all the basic functionality necessary for setting up a company and posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals, and source codes. Also includes:

  • Facilities for internal and external reporting.
  • RapidStart Services for Microsoft Dynamics NAV
  • Workflow for approval of sales and purchase documents.
  • Posting and reporting in your company’s base currency.
  • Posting and reporting in an additional currency with the addition of the Multiple Currencies module.
  • Capability to export data from any form to Microsoft Word or Microsoft Excel® using style sheets.
  • Capability to link to external documents.
  • Two languages—U.S. English and one other.
  • Set up sales and purchase documents archiving.
  • Background posting.
  • Export documents from Microsoft Dynamics NAV in XBRL (Extensible Business Reporting Language) format and import XBRL taxonomies into Microsoft Dynamics NAV from the Internet, email, or other systems.

    XBRL is an XML-based specification that uses accepted financial reporting standards based on standardized, underlying data tags.

    Cost Accounting provides an efficient way to control the company’s costs by providing visibility and insight into budgeted and actual costs of operations, departments, products, and projects

    Cost Accounting synchronizes cost information with the general ledger, and then allocates that information to different costs centers and cost objects.

    Keep track of fixed assets such as buildings, machinery, and equipment. You can also post various fixed-asset transactions: acquisitions, depreciation, write-downs, appreciation, and disposal.

    For each fixed asset, you set up depreciation books in which the methods and other conditions used for calculating depreciation are defined. You can set up an unlimited number of depreciation books to satisfy legal requirements, and for tax and internal accounting purposes.

    This module is well suited for international companies that need to use many depreciation methods.

    Cash Management includes the following features:

  • Bank Account Management
  • Electronic Payments and Direct Debits
  • Reconciliation of Incoming and Outgoing Bank Transactions
  • Supply Chain Management

    Dynamics NAV’s sophisticated Supply Chain Management Suite allows you to manage your business from Quote to Cash and everything in between. Fully integrated with the Financial Management Suite, allowing you to have a constant pulse on your business.

    Set up and maintain the customer table. Post sales transactions in journals and manage receivables; register customers and manage receivables using general journals. Together with Multiple Currencies, this module can post sales transactions and manage receivables in multiple currencies for each customer.

    Basic Receivables is integrated with Basic General Ledger and Inventory and is required for the configuration of all other Sales and Receivables module. Sales Invoicing is also frequently used with this module.

    Use the Sales Order Management module to:

  • Manage partial shipments.
  • Ship and invoice separately.
  • Create prepayment invoices for the sales order.
  • Use quotes and blanket orders in the sales phase. (Quotes and blanket orders do not affect inventory figures.)
  • Set up and maintain a vendor table, post purchase transactions in journals, and manage payables. Includes the vendor table and enables you to generate vendor ledger entries using general journals.

    Use this together with the Multiple Currencies module to post purchase transactions and manage payables in multiple currencies for each vendor.

    This module is always used if your solution requires a vendor table. It is integrated with General Ledger and Inventory and it is required for the configuration of all other Purchase and Payables module. Purchase Invoicing is also frequently used with this module.

    Use the Purchase Order Management module to:

  • Manage partial receipts.
  • Receive and invoice separately and create prepayment invoices for the purchase order.
  • Use quotes and blanket orders in the purchase phase. (Quotes and blanket orders do not affect inventory figures.)
  • Set up items that you carry in your stock and specify their unit of measures, costing method, inventory posting group, unit cost and price and other properties. Post item transactions, such as sales, purchase, and negative and positive adjustments from item journals.

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

    Integrated with General Ledger and with the posting processes in Sales and Receivables and Purchase and Payables, this module is required for the configuration of all other Inventory modules.

    Warehouse Management

    Do you need to improve the visibility and accuracy of your inventory? Do you want to streamline the picking/packing process through Automated Data Collection? Dynamics NAV’s Warehouse Management module is your answer.

    Manage items on a bin level.

    Receive and put away items in a bin; pick items from a bin according to a put-away template; and pick items based on the zone and bin ranking. Move items between bins using a report for optimizing the space usage and the picking process, or move items manually.

    Warehouse instruction documents are created for the pick and put-away process, which can be carried out for sales, purchases, transfers, returns, and production orders. Service orders are not included.

    Capture data automatically. Keep data accurate, even in a hectic environment. ADCS supports some of the workflows in the Warehouse Management Systems module that enables warehouse automation.

    Create pick and put-away orders for internal purposes, without using a source document (such as a purchase order or a sales order).

    For example, pick items for testingtesting or put away production output.

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

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


    Dynamics NAV’s Agile Manufacturing allows you to quickly adapt to customer demands. With Capacity Planning and Demand Forecasting, you can achieve a high rate of resource efficiency in your warehouse.

    Create bills of materials and calculate standard costs. Required for the configuration of all other Manufacturing modules.

    Create and manage production orders (PO’s), and post consumption and output to the production orders. After you have created a PO, you can calculate net requirements based on PO.

    The Production Orders module includes a manual supply planning tool as an alternative to automatic planning. The Order Planning window provides the visibility and tools you need to manually plan for demand from sales lines and then to create different types of supply orders directly.

    Plan material requirements based on demand with support for master production scheduling and materials requirements planning. Basic Supply Planning includes:

  • Automatic production orders and purchase orders.
  • Action messages for fast and easy balancing of supply and demand.
  • Support for bucket-less and bucketed material requirements planning.
  • The Setup for items with their own reordering policy, including registration of whether they are manufactured by or purchased from a third party.
  • Add capacities (work centers) to the manufacturing process. Set up routings and use these routings on production orders and in material requirements planning. View loads and the task list for the capacities.

    Sales, Marketing & Service

    Enhance your customer relationships using Dynamics NAV Sales, Marketing, and Service Management modules. Improve your internal processes using Workflows, Document Management, OCR, and E-Services.

    Maintain an overview of your contacts, and personalize your approach to them. Record your contact information for all business relationships. This module is tightly integrated with the Sales and Receivables application area. You can also:

  • Specify the individual people related to each contact.
  • Get an automatic alert if you enter contact information that already exists with the duplicate check function.
  • Get a precise view of prospects and customers by categorizing your contacts based on profiling questions.
  • I ssue quotes to prospects or create sales documents for specific contacts if you have Sales Order Management.
  • Synchronize your to-do items and your contacts in Microsoft Dynamics NAV with meetings, tasks, and contacts in Outlook.

    Create, update, cancel, and delete in one program and, at a specific time, synchronize from within Outlook. You can also customize synchronization by adding fields or adding new entities to be synchronized.

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

    Register your after-sales issues including service requests, services due, service orders, and repair requests. Service requests can be initiated by the customer or created automatically according to the terms in your service agreement.

    Data can be entered in the service orders by a call center employee or by your repair shop. You can also use this module to register impromptu or one-off service orders. Register and manage equipment loaned to customers. Get a complete history of your service orders and service order quotes through the Service Order Log.

    Model real-life business processes such as best practices or industry-specific standards. For example, ensure a customer’s credit limit has been independently verified or require a twoperson approval for a significant vendor payment.

    Workflows in Microsoft Dynamics NAV focus on three main building blocks and workflow processes, short or long, are likely to be comprised of steps related to these three blocks, which are:

  • Approval—leave a work task, item, or document in a blocked or unapproved state until approved by a suitable person in your organization.
  • Notification—tell users that something has happened and/ or that they need to take some kind of action.
  • Process automation—execute a process routine and have the Microsoft Dynamics NAV system calculate something or perform an action.
  • The complete ERP solution for your growing small business

    NAV Capabilities Guide