Project Management in Microsoft Dynamics NAV 2018

Project Management Software

Microsoft Dynamics NAV 2018 has been recently enhanced with new features and deeper functionality into its’ core application including updates to Project Management in Jobs.  Jobs are a way for you to schedule the usage of your company’s resources and to keep track of the various costs associated with the resources on a specific project. Jobs involves the consumption of employee hours, machine hours, inventory items, and other types of usage that you may want to track as a job progresses.  Jobs has some new functionality and simplified features.

Enhanced Project Management in Microsoft Dynamics NAV 2018 has resulted in a streamlined experience in Jobs, to help you manage your projects better. By using the new Jobs setup wizard allows you to set up jobs, enter time sheets, and Job Journals more easily, and use the updated Project Manager role center to quickly access common tasks, new charts, and a new “My Jobs list”.  In addition, On the Job Card, you can see tasks, as well as other new fields, plus use the new Project Manager field, and get better visibility into the costs and billings for your jobs.  Also, a new Job Quote report enables you to quickly email a customer the price for a project.

Key Project Management Functionality in Dynamics NAV 2018 Include:

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

Time Sheets:  Time Sheet is a simple and flexible solution for time registration with manager approval. Time Sheet provides integration to the Service, Jobs, and Basic Resources modules.

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

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

Jobs: Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs. You can also:

  • Create a plan for a job with multiple tasks and task groupings. Each task can have a budget and can be done for whatever period of time you need.
  • Copy a budget from one job to another and set up a job-specific price list for charging of items, resources, and general ledger account expenses to the job’s customer
  • View suggested Work in Progress and Recognition postings for a job.
  • Plan and invoice the job in a currency other than the local currency using Jobs together with Multiple Currencies.
  • Assign a specific job to a specific customer and invoice the job completely or partially using Jobs together with Sales Invoicing.
  • Use the new Jobs setup wizard to set up jobs, enter time sheets, and Job Journals more easily, and use the updated Project Manager role center to quickly access common tasks, new charts, and a new My Jobs list.
  • On the Job Card, you can see tasks, use the new Project Manager field, and get better visibility into the costs and billings for your jobs.
  • A new Job Quote report enables you to quickly email a customer the price for a project.

Learn more about all of the New Features in Microsoft Dynamic NAV 2018

Posted by iCepts Technology Group, Inc. A Microsoft Dynamics NAV Partner in Pennsylvania.

Automate your NAV Warehouse with HighJump WMS

NAV Warehouse

HighJump™ Warehouse Edge is a leading end-to-end warehouse management suite enabling executives, managers and warehouse personnel to access real-time supply chain analytics and take proactive or corrective action anywhere, anytime. Managers and workers are always on the move and need access to relevant information and the ability to respond quickly and easily while on the go.  When you Automate your NAV Warehouse with HighJump  WMS you can streamline operations , increase inventory accuracy and take advantage of advanced functionality from any browser, desktop tablet or smartphone.

With a highly accessible and actionable warehouse management suite, you will be able to respond to evolving market pressures and deliver on ever-shrinking time to delivery windows. In addition, operations executives and warehouse managers are enabled through a supply chain control tower that acts as a single command center for visibility, decision-making and action, based on real-time data.

Reasons to Automate NAV Warehouse with HighJump WMS include:

Drive Increased Productivity

Utilize advanced functionality to increase inventory turns and provide detailed worker accountability, resulting in heightened productivity and maximized efficiency. Optimized warehouse processes reduce picking time and product touches by allowing you to seize cross-docking opportunities. It also minimizes travel paths with slotting/re-slotting functionality, optimizes picking execution with user-configured algorithms, and intelligently directs put-away to the appropriate bins based on product handling characteristics. Furthermore, our solutions virtually eliminate the need for non-value-added activities such as manual checking and shipment audits.

Avoid Costly Errors With Up To 99%+ Inventory Accuracy

Through robust cycle counting capabilities, real-time information confirmation and verification, our solution gives your employees and their managers immediate feedback on work accuracy. An accurate system ensures workers are not looking for missing inventory or overloading any given location.

Boost On-Time and Complete Shipments

The accurate order picking functionality of HighJump Warehouse Edge allows you to deliver complete orders on time. Increased fill rates and decreased cycle times enable you to avoid costly shipping delays and backorders that jeopardize valuable customer relationships. In addition, overall process efficiency decreases cycle time,resulting in more on-time shipments.

Optimize Warehouse Space

HighJump Warehouse Edge provides directed stock rotation, intelligent picking directives, automatic consolidation, and cross- docking to maximize the use of valuable warehouse space. The system also directs and optimizes put-away based on accurate, real-time information about the status of bin utilization.

Reduce Shrinkage and Spoilage

Our solution facilitates real-time monitoring and enforces FIFO (first-in, first out) rotation to reduce spoilage. In addition, high levels of worker accountability empower you to detect shrinkage problems

Exceed Customer Expectations

You will be empowered to consistently deliver on customer promises with the ability to reduce cycle times, stock-outs and backorders; improve order accuracy and on-time shipments; and offer unique services

Learn more the benefits of a Dynamics NAV Warehouse with HighJump WMS

Microsoft Dynamics NAV 2018 Product Guide

Dynamics NAV ERP

Microsoft Dynamics NAV 2018 has been release with many new features in Enterprise Functionality for Small to Mid Sized Wholesale Distribution and Manufacturing companies.  Microsoft Dynamics NAV comes with a wide set of functionalities including new ERP functionality in mobility, business insights and cloud services which provides great opportunities for deployment, supporting business processes, and enhancing business productivity within the organization.

Its due to Microsoft’s continued commitment and development of Enterprise Resource Planning Systems (ERP) has resulted in is a robust business solution that continues to be enhanced which is quick to implement, easy to use and has the power to support your business ambitions.  Key for Dynamics NAV 2018 is integration, simplicity and business insights.  This latest ERP solution offers significant enhancements to the core application, as well as deeper integration with familiar Microsoft Application such as Office 365, Power BI, Dynamics 365 (CRM), Cortana Intelligence, and Microsoft Flow.

Microsoft Dynamics NAV 2018 Expansive Functionality Encompasses:

  • In-Office 365 Connectivity
  • Dynamics 365 for Sales (CRM) Connectivity
  • Simplified Set Up
  • Enhanced User Experience with New User Task Functions
  • Embedded Power BI (Business Intelligence)
  • Optimized CRM (Customer Relationship Management)
  • E-Everything
  • Item Management with Image Analyzer
  • Vendor Synchronization with Optical Character Recognition (OCR)
  • Extensions
  • Microsoft Flow
  • Cortana Intelligence
  • Financial Management Enhancements
  • Inventory and Supply Chain Management
  • Manufacturing
  • Project Management
  • Sales, Marketing and Service Management
  • Human Resource Management
  • Warehouse Management
  • New Reporting Options
  • Clients and Usability
  • Languages
  • Configuration and Development
  • Available Application Programming Interface (API’s)
  • And more!

Learn more about Microsoft Dynamics NAV 2018 by Downloading the Microsoft Dynamics NAV 2018 Product Guide

Get an Estimate on Microsoft Dynamics NAV 2018 ERP

A Microsoft Dynamics NAV 2018 Gold ERP Partner in Pennsylvania 

Key Warehouse Management KPI’s Measurements

Warehouse Logistics

What To Measure:

The answer to the common question “What should we be measuring?” is two fold-At its core, a supply chain analytics solution should provide an enterprise level view of warehouse operations, empowering your team with timely, meaningful information that drives process improvements. This should include a set of industry-standard,best practice KPIs (Key Performance Indicators) for your operations.

However, to maximize your investment, your supply chain intelligence software should include tools that allow you to create metrics based on your company and its own way of doing business.

Dashboards and Metrics:

Let’s first look at the foundation of metrics you may consider as a starting point. Metrics should generally fall under dashboards that address a specific area of your organization, such as inbound or outbound operations. In some instances, the dashboards have drill-down capabilities where a more granular layer of information is presented.

Any software provider should offer, at a minimum, the foundation for best practice analytics. Compare these to what you’re already tracking, and consider which ones to add or remove.

Your metrics should cover these dashboards or areas:
1. Inbound
2. Outbound
3. Order Accuracy
4. Customer
5. Quality
6. Capacity and Utilization

The following is a breakdown of each dashboard and the KPIs to track with each.

1. Inbound
a. Dock-to-Stock
b. Percentage of Supplier Orders Received Damage-Free
c. Orders (POs) and Lines Received per Hour
d. Suppliers On Time

2. Outbound
a. Line Fill Rate
b. Order Fill Rate
c. Fill Rate Percent
d. Lines Picked and Shipped per Hour
e. Orders Picked and Shipped per Hour
f. On Time and Ready to Ship

3. Order Accuracy
a. Order Pick Accuracy
b. Order Pick Accuracy by Type
c. Orders Shipped Complete
d. Cases Shipped vs. Cases Ordered

4. Customer
a. Percent of SKUs In Stock
b. Cycle Time Percent (Internal versus External)
c. Back Order Percent
d. On-Time Shipments

5. Quality
a. Percent Unsaleable
b. Inventory Count Accuracy
c. Inventory Shrinkage by Month
d. Inventory Shrinkage by Type

6. Capacity and Utilization
a. Honeycomb Percent
b. Days on Hand by Inventory Type
c. Days on Hand by Item
d. Percent Capacity Used by Storage Device
e. Shelf Capacity Used by Inventory Type

Tools For Maximizing your Analytics:

Metrics aren’t helpful if they are rigid, lack context or can’t be manipulated and investigated to help you determine the best course of action.

Beyond the set of best-practice metrics for measuring your operations, you’ll also need tools that allow you to create metrics based on your company and its way of doing business to give you a better understanding of what’s really going on in your operations.

Whether or not you’re planning to implement a new workflow or not, it’s important to pause, take stock of where you stand on KPIs for your industry and company, and set your benchmarks so you’re maximizing your investment in both your analytics and any other warehouse technology.

Having a foundation of best practices, along with the flexibility and other tools that help you leverage the data according to your needs, will help you improve the tactical and strategic nature of your operations every step of the way.

Download the complete document below:

Suppl Chain Analytics: Tools and Tips for Continuous Improvement