Microsoft Navision 4.0 Agostino Martino

Presentazione sul tema: "Microsoft Navision 4.0 Agostino Martino"— Transcript della presentazione:

1 Microsoft Navision 4.0 Agostino Martino
Product Manager – Microsoft Navision © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

2 Agenda Evoluzione funzionale e tecnologica di Navision
Navision Financials 2.x -> Navision Attain 3.x Novità in Navision Attain 3.6 Novità in Navision Attain 3.7 La nuova release Microsoft Navision 4.0 Nuova Interfaccia Outlook Like Novità nel modulo Finance Novità nel modulo Produzione Novità tecnologiche

3 Evoluzione delle release di Navision
Navision Financials/Manufacturing 2.0, 2.01, 2.50 Nuove release Navision Financials 2.60 Navision Manufacturing 2.60 Navision Adv. Distrib. 2.60 Commerce Portal 1999 Navision Attain 3.01 2000 2005 Navision Attain 3.10 2001 Microsoft – Navision 4.0 Navision Attain 3.60 2002 Microsoft Navision 3.70 2003 © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

4 Evoluzione funzionale e tecnologica
I clienti italiani utilizzano Navision dalla release 2.0 alla 4.0 Trascurando di occuparci dei progressi dalla 2.0 alla 2.60, vediamo cosa ha portato di nuovo ogni release a cominciare dalla rel. 3.x

5 Navision Attain 3.x: la prima soluzione ERP completa
Vendite & Acquisti Magazzino Logistica di Magazzino Produzione (MRP2/MPS) Commesse - Risorse Supply Chain Collaboration Built-in OLAP/SIFT Reports ODBC Access Analytics Relationship Management Gestione Assistenza CRM Navision Attain 3.01 Contabilità Generale Dimensioni Budgets Ciclo Attivio e Passivo Reporting e Viste Analisi Riconciliazione Banche Cespiti Gestione Personale Financial Management DB Platform - Navision Server - MS SQL Server Connectivity - C/ODBC, C/Front - Application Server Technology User Portal Commerce Portal Commerce Gateway E-Commerce © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

6 3.01: Novità tecnologiche: multilingua e Help personalizzabile
Utenti di lingue differenti possono usare lo stesso computer e lavorare sulla stessa soluzione. Ideale per aziende con filiali in diversi paesi. Ogni utente può immediatamente impostare e utilizzare la lingua desiderata. Help - Note Aziendali Possibilità di personalizzare con facilità la Guida in Linea per documentare o referenziare le procedure aziendali Le note possono essere definite dall’utente The unique Company Notes feature lets super-users add company-specific instructions. For example, if creating a sales order in your company involves additional steps not included in Navision, such as passing on information to certain persons, you can create a Company Note in online Help to remind employees in the sales department to do those extra steps. Or, you might have changed certain field names in your customizations, a detail you can inform employees about with a Company Note. Benefits: Helps users stay focused on what they’re doing by making it easy for them to quickly find solutions to a lot of problems themselves. This reduces the amount of training required, helps optimize productivity, and minimizes number of interruptions to other (more experienced) employees. Application Hyper Linking Back to Table of Contents Application hyper linking enables users to send information between two employees as . One example: an employee sends customer information to a supervisor and asks the supervisor to change the credit limit. When the supervisor receives the – the supervisor can click on the hyperlink, Navision Attain will automatically start and the customer information will automatically be shown. Now the supervisor can change the credit limit. The Navision Attain client now supports Hyperlinks to forms and reports. These are added as two new entries in the File->Send ->Link by or File->Send->Shortcut to Desktop. You will also find a new entry in the Edit menu – Copy link. Hyper Link Gli utenti possono inviare facilmente via informazioni © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

7 Relationship Management
3.01 – Novità funzionali Finance Dimensioni Analisi multidimensionali Budget Gestione Resi (Acquisto e Vendita) Gestione Contatti Gestione documenti (Integr. Word) Gestione campagne Telephony Application Programming Interface (TAPI) Relationship Management Relationship Management Gestione Assistenza Gestione Ordini Assistenza Gestione Prezzi di assistenza Gestione Articoli di Assistenza Gestione Contratti di Assistenza Supply Chain Manag. Logistica Integrazione Logistica – Produzione Magazzino Avanzato Magazzini multipli Multisite Planning Stock Keeping Units Promesse d’ordine Tracciabilità degli Articoli Addebito Servizi (Item Cherges) Warehouse Management System © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

8 3.01: Dimensioni - Le Viste di Analisi
Diverse viste per una puntuale analisi dei dati, base fondamentale delle decisioni Raggruppare i valori contabili per dimensioni, definite su criteri specifici Collegamenti con la scheda delle situazioni contabili per una analisi dei dati Possibilità di filtrare i dati utilizzando le Dimensioni e creando create viste personalizzate © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9 3.01: Viste di Analisi – Esportazione in Excel
Informazioni finanziarie filtrate e riclassificate per dimensioni facilmente esportabili in Excel e integrazione con le tabelle pivot © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

10 3.10: novità funzionali Finance Supply Chain
Riscrittura Modulo cespiti secondo specifiche italiane CESPITI (ITA) Gestione Intrastat (ITA) Gestione Solleciti Integr. Situazioni Contabili - Budget Finance Supply Chain Calendari Nuovi criteri di valorizzazione nel Manufacturing Costing © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

11 3.10: approfondimento nuove funzionalità
Finance Supply Chain Gestione Intrastat (ITA) Gestione Solleciti Integrazione Situazioni contabili - Budget Gestione Cespiti Gestione ammortamento anticipato e accelerato – ridotto Creazione automatica schede cespiti in fase di ascquisto Raggruppamento scritture di ammortamento in contabilità per classe bene e tipo ammortamento Tracciabilità del bene in caso di alienazione parziale Calendari Definizione di calendari specifici con giorni lavorativi e festivi. E’ possibile assegnare uno specifico calendario a Clienti, Fornitori, Magazzini, Società, Vettori. I calendari definiti vengono utilizzati per il calcolo delle date degli Ordini di Vendita, d’Acquisto, di Trasferimento, di Produzione, nonché delle Richieste di Approvvigionamento e dei Prospetti di Pianificazione. Nuovi criteri di valorizzazione nel costing Manufacturing © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

12 3.60: novità funzionali Nuove Funzionalità Finance Supply Chain CRM
Registro Modifiche Dati Migliorata gestione prezzi\sconti XBRL Specification 2 Viste di Analisi in Excel Finance Gestione Conto Lavoro (ITA) Warehouse Management Systems (WMS) Automatic Data Capture Systems (ADCS) Supply Chain Nuove Funzionalità Features XBRL Specification 2 Feature In this release, our existing XBRL functionality has been revised to accommodate the release of XBRL Specification 2 by the XBRL Consortium late last year. XBRL is an XML-based electronic markup language based on accepted financial reporting standards and practices that enables the exchange of financial information across all software and technologies, including the Internet. With XBRL-enabled Navision Attain, you can: import unlimited numbers of taxonomies from public authorities, credit institutions, banks, and so on; view information attached to taxonomy; map taxonomy lines to any combination of general ledger accounts, using standard Navision Attain filters; view and print out XBRL document file for appraisal before sending; export XBRL document that can then be sent as . This feature has been implemented. Analysis Views to Excel The dimensions functionality has been extended by adding the facility to export the dimensional information in the Analysis Views to Microsoft Excel. This will give the opportunity to analyze and work with Attain data in Excel. Payment Tolerance We have included two new options. Payment Discount Tolerance: Payment discount tolerance is a new feature providing a payment discount ‘grace period’. It will now be possible to set a tolerance level for a number of days in order to apply and close the invoice and payment, even if the discounted payment is made later than the payment discount date specified in the payment terms. Payment Tolerance: It will now be possible to set a tolerance level (in local or other currency) on an invoice in order to be able to apply and close the invoice and payment – even if there is a difference in the amounts. Change Log We have developed a new granule, which enables you to log user changes made to Navision Attain master data. It is possible to log all direct modifications a user makes to the data in the database, except changes to “working documents” such as journals and sales and purchase orders. The change log functionality makes it possible to get a chronological list of all changes to any field in any table (except the above mentioned) and to see who (what user ID) made the changes. Logging for MS Exchange New Way of Classifying Contacts called Rating Integration between Navision Attain and the Microsoft Outlook client has been implemented. The following items are synchronized: Navision AttainMicrosoft OutlookTo-do (of type other than Meeting)TaskTo-do (of type Meeting)AppointmentContactContact Warehouse Management System (WMS) Warehouse Management Systems (WMS) for Attain is developed as an integrated granule for the Attain application. It is a solution for the Navision customer that has a need for managing the inventory and distribution of items in a warehouse environment. It is especially developed for the warehouse that functions by using specific zones and bins. WMS provides functionality for more advanced warehouse operations than the functionality in the basic Warehouse Management (WM) solution released in NAV 3.10. The new functionality that is introduced includes the setup and operation of separate zones and individual bins for each warehouse location. This enables features for the performance of directed picks and put-aways, as well as the implementation of automated data capture systems (ADCS). Automatic Data Capture Systems (ADCS) Automatic Data Collection systems (ADCS) for Attain is the granule that provides the basic architecture for setting up the communication between handheld devices and the WMS application. The ADCS functionality supports the warehousing workflows by being enabled in put-away, movement, pick, and warehouse physical inventory documents. Online wireless Radio Frequency (RF) communication is supported. The architecture utilizes the Navision Application Server (NAS), introduces a Communication System Services (CSS) based on XML and XSLT formats, and a specific “plug-in” for each handheld device. For this release, a “plug-in” for the PDT 6100 radio frequency device from Symbol is provided. CRM Integrazione Navision - Microsoft Outlook Logging per MS Exchange © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

13 3.60: approfondimento nuove funzionalità
Finance Supply Chain CRM Registro Modifiche Dati Consente di tenere traccia dei cambiamenti ai dati da parte degli utenti. Vengono registrate tutte le modifiche ai dati presenti nel database in una lista cronologica che espone tutti i cambiamenti apportati a qualsiasi campo di qualsiasi tabella, con l’indicazione dell’utente che ha effettuato il cambiamento. Migliorata gestione prezzi\sconti Viste di Analisi in Excel Integrazione tabelle pivot Confronto con Budget XBRL Specification 2 Gestione Conto Lavoro Gestione Fornitori di tipo Terzista. Listini prezzi lavorazioni esterne Gestione dei Materiali presso terzisti Gestione Materiali Work In Progress presso terzisti Documenti di spedizione materiali in conto terzi Documenti di spedizione materiali WIP in conto terzi Gestione resi da fornitore conto terzi Lista Materiali Da Inviare in Conto Terzi Integrazione Navision - MS Outlook Sincronizzazione contatti e attività Possibilità di lavorare off line Logging per MS Exchange registra tutta la corrispondenza per , sia in entrata che in uscita, spedita da Microsoft - Navision o da Outlook. Automatic Data Capture Systems (ADCS) Sistema di movimentazione in tempo reale di magazzino con dispositivi palmari in radiofrequenza dotati di lettore di bar code e di display. Il prelievo, lo stoccaggio, la movimentazione interna e l’inventario sono gestibili con ADCS. Features XBRL Specification 2 Feature In this release, our existing XBRL functionality has been revised to accommodate the release of XBRL Specification 2 by the XBRL Consortium late last year. XBRL is an XML-based electronic markup language based on accepted financial reporting standards and practices that enables the exchange of financial information across all software and technologies, including the Internet. With XBRL-enabled Navision Attain, you can: import unlimited numbers of taxonomies from public authorities, credit institutions, banks, and so on; view information attached to taxonomy; map taxonomy lines to any combination of general ledger accounts, using standard Navision Attain filters; view and print out XBRL document file for appraisal before sending; export XBRL document that can then be sent as . This feature has been implemented. Analysis Views to Excel The dimensions functionality has been extended by adding the facility to export the dimensional information in the Analysis Views to Microsoft Excel. This will give the opportunity to analyze and work with Attain data in Excel. Payment Tolerance We have included two new options. Payment Discount Tolerance: Payment discount tolerance is a new feature providing a payment discount ‘grace period’. It will now be possible to set a tolerance level for a number of days in order to apply and close the invoice and payment, even if the discounted payment is made later than the payment discount date specified in the payment terms. Payment Tolerance: It will now be possible to set a tolerance level (in local or other currency) on an invoice in order to be able to apply and close the invoice and payment – even if there is a difference in the amounts. Change Log We have developed a new granule, which enables you to log user changes made to Navision Attain master data. It is possible to log all direct modifications a user makes to the data in the database, except changes to “working documents” such as journals and sales and purchase orders. The change log functionality makes it possible to get a chronological list of all changes to any field in any table (except the above mentioned) and to see who (what user ID) made the changes. Logging for MS Exchange New Way of Classifying Contacts called Rating Integration between Navision Attain and the Microsoft Outlook client has been implemented. The following items are synchronized: Navision AttainMicrosoft OutlookTo-do (of type other than Meeting)TaskTo-do (of type Meeting)AppointmentContactContact Warehouse Management System (WMS) Warehouse Management Systems (WMS) for Attain is developed as an integrated granule for the Attain application. It is a solution for the Navision customer that has a need for managing the inventory and distribution of items in a warehouse environment. It is especially developed for the warehouse that functions by using specific zones and bins. WMS provides functionality for more advanced warehouse operations than the functionality in the basic Warehouse Management (WM) solution released in NAV 3.10. The new functionality that is introduced includes the setup and operation of separate zones and individual bins for each warehouse location. This enables features for the performance of directed picks and put-aways, as well as the implementation of automated data capture systems (ADCS). Automatic Data Capture Systems (ADCS) Automatic Data Collection systems (ADCS) for Attain is the granule that provides the basic architecture for setting up the communication between handheld devices and the WMS application. The ADCS functionality supports the warehousing workflows by being enabled in put-away, movement, pick, and warehouse physical inventory documents. Online wireless Radio Frequency (RF) communication is supported. The architecture utilizes the Navision Application Server (NAS), introduces a Communication System Services (CSS) based on XML and XSLT formats, and a specific “plug-in” for each handheld device. For this release, a “plug-in” for the PDT 6100 radio frequency device from Symbol is provided. © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

14 3.70: Novità funzionali Nuove Funzionalità Finance Supply Chain CRM
Gestione Interessi di mora (ITA) Codici standard Vendite e Acquisti Supply Chain Gestione Conto Lavoro (ITA) Warehousing Prospetto Costi Standard Supply Planning Demand Planner Nuove Funzionalità CRM Gestione Prezzi Campagne Look Up da Outlook a Navision e viceversa Ottimizzazione della sincronizzaz. Miglioramenti Service Management © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

15 3.70: approfondimento nuove funzionalità
Finance Supply Chain CRM Gestione Interessi di mora Consente la gestione degli interessi di mora su crediti commerciali Codici standard Vendite e Acquisti Possibilità di definire modelli standard relativi a clienti e fornitori per facilitarne la codifica Gestione Conto Lavoro Introduzione nella versione standard della Gestione Conto Lavoro Prospetto Costo Standard Il Prospetto Costo Standard è uno strumento utile per le società che aggiornano e rivedono in modo regolare e frequente i costi standard. Il prospetto consente di lavorare sugli aggiornamenti dei prezzi in modo simile a quanto si farebbe in un foglio Excel, rimanendo però all’interno di Microsoft - Navision. Supply Planning Warehousing Razionalizzazione e miglioramenti moduli Logistica e Magazzino Demand Planner Analisi dei dati di vendita basata su un modello gerarchico multidimensionale con algoritmi di previsione che sono in grado di fornire una stima della domanda futura sulla base dei dati storici. Campaign Pricing Consente di collegare i prezzi e le righe sconti di vendita alle campagne. Attivando prezzi e sconti specifici per campagna, ciascun cliente o contatto di società incluse nei segmenti della campagna interessata, potrà accedere al prezzo/sconto specificato. I prezzi/sconti saranno validi fino al momento in cui si riterrà opportuno disattivarli. Features XBRL Specification 2 Feature In this release, our existing XBRL functionality has been revised to accommodate the release of XBRL Specification 2 by the XBRL Consortium late last year. XBRL is an XML-based electronic markup language based on accepted financial reporting standards and practices that enables the exchange of financial information across all software and technologies, including the Internet. With XBRL-enabled Navision Attain, you can: import unlimited numbers of taxonomies from public authorities, credit institutions, banks, and so on; view information attached to taxonomy; map taxonomy lines to any combination of general ledger accounts, using standard Navision Attain filters; view and print out XBRL document file for appraisal before sending; export XBRL document that can then be sent as . This feature has been implemented. Analysis Views to Excel The dimensions functionality has been extended by adding the facility to export the dimensional information in the Analysis Views to Microsoft Excel. This will give the opportunity to analyze and work with Attain data in Excel. Payment Tolerance We have included two new options. Payment Discount Tolerance: Payment discount tolerance is a new feature providing a payment discount ‘grace period’. It will now be possible to set a tolerance level for a number of days in order to apply and close the invoice and payment, even if the discounted payment is made later than the payment discount date specified in the payment terms. Payment Tolerance: It will now be possible to set a tolerance level (in local or other currency) on an invoice in order to be able to apply and close the invoice and payment – even if there is a difference in the amounts. Change Log We have developed a new granule, which enables you to log user changes made to Navision Attain master data. It is possible to log all direct modifications a user makes to the data in the database, except changes to “working documents” such as journals and sales and purchase orders. The change log functionality makes it possible to get a chronological list of all changes to any field in any table (except the above mentioned) and to see who (what user ID) made the changes. Logging for MS Exchange New Way of Classifying Contacts called Rating Integration between Navision Attain and the Microsoft Outlook client has been implemented. The following items are synchronized: Navision AttainMicrosoft OutlookTo-do (of type other than Meeting)TaskTo-do (of type Meeting)AppointmentContactContact Warehouse Management System (WMS) Warehouse Management Systems (WMS) for Attain is developed as an integrated granule for the Attain application. It is a solution for the Navision customer that has a need for managing the inventory and distribution of items in a warehouse environment. It is especially developed for the warehouse that functions by using specific zones and bins. WMS provides functionality for more advanced warehouse operations than the functionality in the basic Warehouse Management (WM) solution released in NAV 3.10. The new functionality that is introduced includes the setup and operation of separate zones and individual bins for each warehouse location. This enables features for the performance of directed picks and put-aways, as well as the implementation of automated data capture systems (ADCS). Automatic Data Capture Systems (ADCS) Automatic Data Collection systems (ADCS) for Attain is the granule that provides the basic architecture for setting up the communication between handheld devices and the WMS application. The ADCS functionality supports the warehousing workflows by being enabled in put-away, movement, pick, and warehouse physical inventory documents. Online wireless Radio Frequency (RF) communication is supported. The architecture utilizes the Navision Application Server (NAS), introduces a Communication System Services (CSS) based on XML and XSLT formats, and a specific “plug-in” for each handheld device. For this release, a “plug-in” for the PDT 6100 radio frequency device from Symbol is provided. © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

16 Piattaforma tecnologica
Application server Automatizzazione dei processi e dell’interfaccia con altre applicazioni Incremento dell’affidabilità Incremento dell’efficienza e della velocità dei processi Features XBRL Specification 2 Feature In this release, our existing XBRL functionality has been revised to accommodate the release of XBRL Specification 2 by the XBRL Consortium late last year. XBRL is an XML-based electronic markup language based on accepted financial reporting standards and practices that enables the exchange of financial information across all software and technologies, including the Internet. With XBRL-enabled Navision Attain, you can: import unlimited numbers of taxonomies from public authorities, credit institutions, banks, and so on; view information attached to taxonomy; map taxonomy lines to any combination of general ledger accounts, using standard Navision Attain filters; view and print out XBRL document file for appraisal before sending; export XBRL document that can then be sent as . This feature has been implemented. Analysis Views to Excel The dimensions functionality has been extended by adding the facility to export the dimensional information in the Analysis Views to Microsoft Excel. This will give the opportunity to analyze and work with Attain data in Excel. Payment Tolerance We have included two new options. Payment Discount Tolerance: Payment discount tolerance is a new feature providing a payment discount ‘grace period’. It will now be possible to set a tolerance level for a number of days in order to apply and close the invoice and payment, even if the discounted payment is made later than the payment discount date specified in the payment terms. Payment Tolerance: It will now be possible to set a tolerance level (in local or other currency) on an invoice in order to be able to apply and close the invoice and payment – even if there is a difference in the amounts. Change Log We have developed a new granule, which enables you to log user changes made to Navision Attain master data. It is possible to log all direct modifications a user makes to the data in the database, except changes to “working documents” such as journals and sales and purchase orders. The change log functionality makes it possible to get a chronological list of all changes to any field in any table (except the above mentioned) and to see who (what user ID) made the changes. Logging for MS Exchange New Way of Classifying Contacts called Rating Integration between Navision Attain and the Microsoft Outlook client has been implemented. The following items are synchronized: Navision AttainMicrosoft OutlookTo-do (of type other than Meeting)TaskTo-do (of type Meeting)AppointmentContactContact Warehouse Management System (WMS) Warehouse Management Systems (WMS) for Attain is developed as an integrated granule for the Attain application. It is a solution for the Navision customer that has a need for managing the inventory and distribution of items in a warehouse environment. It is especially developed for the warehouse that functions by using specific zones and bins. WMS provides functionality for more advanced warehouse operations than the functionality in the basic Warehouse Management (WM) solution released in NAV 3.10. The new functionality that is introduced includes the setup and operation of separate zones and individual bins for each warehouse location. This enables features for the performance of directed picks and put-aways, as well as the implementation of automated data capture systems (ADCS). Automatic Data Capture Systems (ADCS) Automatic Data Collection systems (ADCS) for Attain is the granule that provides the basic architecture for setting up the communication between handheld devices and the WMS application. The ADCS functionality supports the warehousing workflows by being enabled in put-away, movement, pick, and warehouse physical inventory documents. Online wireless Radio Frequency (RF) communication is supported. The architecture utilizes the Navision Application Server (NAS), introduces a Communication System Services (CSS) based on XML and XSLT formats, and a specific “plug-in” for each handheld device. For this release, a “plug-in” for the PDT 6100 radio frequency device from Symbol is provided. © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

17 Infrastruttura tecnologica - Evoluzione
Nuove funzionalità Nuove funzionalità Application Server Record level security Miglioramento performance SQL 3.0 Multilingua Company Notes Hyper Link Gestione Documenti Word 3.10 Interfaccia Windows XP Client Monitor Application server Automatizzazione dei processi e dell’interfaccia con altre applicazioni Incremento dell’affidabilità Incremento dell’efficienza e della velocità dei processi Features XBRL Specification 2 Feature In this release, our existing XBRL functionality has been revised to accommodate the release of XBRL Specification 2 by the XBRL Consortium late last year. XBRL is an XML-based electronic markup language based on accepted financial reporting standards and practices that enables the exchange of financial information across all software and technologies, including the Internet. With XBRL-enabled Navision Attain, you can: import unlimited numbers of taxonomies from public authorities, credit institutions, banks, and so on; view information attached to taxonomy; map taxonomy lines to any combination of general ledger accounts, using standard Navision Attain filters; view and print out XBRL document file for appraisal before sending; export XBRL document that can then be sent as . This feature has been implemented. Analysis Views to Excel The dimensions functionality has been extended by adding the facility to export the dimensional information in the Analysis Views to Microsoft Excel. This will give the opportunity to analyze and work with Attain data in Excel. Payment Tolerance We have included two new options. Payment Discount Tolerance: Payment discount tolerance is a new feature providing a payment discount ‘grace period’. It will now be possible to set a tolerance level for a number of days in order to apply and close the invoice and payment, even if the discounted payment is made later than the payment discount date specified in the payment terms. Payment Tolerance: It will now be possible to set a tolerance level (in local or other currency) on an invoice in order to be able to apply and close the invoice and payment – even if there is a difference in the amounts. Change Log We have developed a new granule, which enables you to log user changes made to Navision Attain master data. It is possible to log all direct modifications a user makes to the data in the database, except changes to “working documents” such as journals and sales and purchase orders. The change log functionality makes it possible to get a chronological list of all changes to any field in any table (except the above mentioned) and to see who (what user ID) made the changes. Logging for MS Exchange New Way of Classifying Contacts called Rating Integration between Navision Attain and the Microsoft Outlook client has been implemented. The following items are synchronized: Navision AttainMicrosoft OutlookTo-do (of type other than Meeting)TaskTo-do (of type Meeting)AppointmentContactContact Warehouse Management System (WMS) Warehouse Management Systems (WMS) for Attain is developed as an integrated granule for the Attain application. It is a solution for the Navision customer that has a need for managing the inventory and distribution of items in a warehouse environment. It is especially developed for the warehouse that functions by using specific zones and bins. WMS provides functionality for more advanced warehouse operations than the functionality in the basic Warehouse Management (WM) solution released in NAV 3.10. The new functionality that is introduced includes the setup and operation of separate zones and individual bins for each warehouse location. This enables features for the performance of directed picks and put-aways, as well as the implementation of automated data capture systems (ADCS). Automatic Data Capture Systems (ADCS) Automatic Data Collection systems (ADCS) for Attain is the granule that provides the basic architecture for setting up the communication between handheld devices and the WMS application. The ADCS functionality supports the warehousing workflows by being enabled in put-away, movement, pick, and warehouse physical inventory documents. Online wireless Radio Frequency (RF) communication is supported. The architecture utilizes the Navision Application Server (NAS), introduces a Communication System Services (CSS) based on XML and XSLT formats, and a specific “plug-in” for each handheld device. For this release, a “plug-in” for the PDT 6100 radio frequency device from Symbol is provided. Login Windows Integrazione MS Outlook Smart Tag Registro Modifiche Dati Database nativo fino a GB 3.60 Database nativo fino a 256 GB Incremento performance SQL Outlook Integration Enhancements Look up from Navision to Related Outlook Item 3.70 © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

18 Novità Microsoft Navision 4.0
© 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

19 Localizzazioni di Microsoft Navision 4.0
Argentina Australia Austria Belgio Brasile Bulgaria Canada Cina Croazia Repubblica Ceca Slovacchia Slovenia Sudafrica Spagna Svezia Svizzera Thailandia Turchia Regno Unito USA Cipro Danimarca Eire Estonia Finlandia Francia Germania Grecia Ungheria Islanda India Nord Africa Olanda Nuova Zelanda Norvegia Filippine Polonia Portogallo Romania Russia Serbia Singapore Localizzazioni di Microsoft Navision Indonesia Irlanda Israele Italia Lettonia Lituania Macedonia Malta Malesia Messico Medio Oriente When you join with Microsoft Navision you enter a network of thousands of experienced Partners worldwide. Microsoft has the experience, the tools, the support and the training to really help their Partners succeed <CLICK> List of countries © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

20 Microsoft Navision 4.0 nel mondo
Oltre aziende clienti Oltre 1,600 Partner certificati Oltre 40 versioni localizzate Venduto in più di 130 nazioni Più di soluzioni verticali e specifiche (add-on) When you join with Microsoft Navision you enter a network of thousands of experienced Partners worldwide. Microsoft has the experience, the tools, the support and the training to really help their Partners succeed <CLICK> List of countries © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

21 Microsoft Navision 4.0: novità funzionali
Nuova interfaccia utente “User Experience” Area Finance con movimenti intercompany e reporting ampliato Business Analytics Semplificazione processi Produzione semplificata e pianificazione con scheduling

22 La nuova interfaccia utente “User Experience”
Microsoft Navision vi permette di lavorare in modo intuitivo e facile Interfaccia grafica stile MS Office Outlook 2003 Navigazione facile e veloce, intuitiva e semplice da usare Voci di menù che riflettono i vari reparti aziendali Struttura ad albero Menu facilmente personalizzabile dall’utente Familiar User Interface Microsoft Navision delivers a user experience that helps both employees and systems administrators be more efficient and productive, with less effort. The Microsoft Navision Navigation Pane looks and functions very much like the Navigation Pane in Microsoft Office Outlook® Its main menu content has been structured around departmental areas to reflect employees’ roles and tasks. Each of these areas has its own menu. This makes it easy to find needed functionality, quickly. displays one menu at a time Menu buttons at the bottom of the pane enable users to switch from one menu to another. The menus are organized in intuitive, logical tree structures, just like the folder structure in Windows Explorer Menus contain menu items for the windows, reports, and batch jobs that users have access to. To make it easier to navigate within a menu, related menu items are gathered in menu groups. Key Benefits: Employees can personalize the Microsoft Navision main menu to suit the way they work. Administrators can design and configure the Microsoft Navision main menu to help employees do their job easier and faster. Key Features: Consistent user experience for employees and administrators Intuitive, effortless user operations Flexible design mode for administrators <click for Screenshot> Microsoft Navision new user Interface The familiar Microsoft Outlook look and feel makes Navigation within Microsoft Navision easy. The new Navigation pane, similar to the one in outlook, helps users work more efficiently in Microsoft Navision by combining easy-to-access menu information with personalization options. The contents of the menu is structured to reflect their needs. It can be set-up to only show the menu items relevant to their role. Next slide Better analytical tools © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

23 Voci menu Menu Familiar User Interface
Microsoft Navision delivers a user experience that helps both employees and systems administrators be more efficient and productive, with less effort. The Microsoft Navision Navigation Pane looks and functions very much like the Navigation Pane in Microsoft Office Outlook® Its main menu content has been structured around departmental areas to reflect employees’ roles and tasks. Each of these areas has its own menu. This makes it easy to find needed functionality, quickly. displays one menu at a time Menu buttons at the bottom of the pane enable users to switch from one menu to another. The menus are organized in intuitive, logical tree structures, just like the folder structure in Windows Explorer Menus contain menu items for the windows, reports, and batch jobs that users have access to. To make it easier to navigate within a menu, related menu items are gathered in menu groups. Key Benefits: Employees can personalize the Microsoft Navision main menu to suit the way they work. Administrators can design and configure the Microsoft Navision main menu to help employees do their job easier and faster. Key Features: Consistent user experience for employees and administrators Intuitive, effortless user operations Flexible design mode for administrators <click for Screenshot> Microsoft Navision new user Interface The familiar Microsoft Outlook look and feel makes Navigation within Microsoft Navision easy. The new Navigation pane, similar to the one in outlook, helps users work more efficiently in Microsoft Navision by combining easy-to-access menu information with personalization options. The contents of the menu is structured to reflect their needs. It can be set-up to only show the menu items relevant to their role. Next slide Better analytical tools © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

24 Area Finance - Novità Operazioni Intercompany
Gestione contabile più flessibile: Storno automatico dei movimenti in contabilità Funzione di scollegamento delle partite Pagamenti Parziali Migliore supporto alle decisioni: Configurazione e utilizzo dei Report di Analisi con “Indicatori di Performance” predefiniti Nuove viste grafiche integrate (Bar Chart) Budget di Acquisto e Vendita a quantità\valore Analisi per dimensioni più potenti Business Intelligence: Business Analytics per Microsoft Navision 4.0

25 Operazioni Intercompany
Controllate Filiali Divisioni Gruppo Capogruppo Database XML Business Partner Semplificazione e riduzione nell’inserimento dei documenti Funzionalità avanzate di consolidamento e riconciliazione Reporting per un controllo accurato della situazione economico-finanziaria Possibilità di gestire filiali estere attraverso differenti Piani dei Conti, differenti valute e diverse localizzazioni Trasmissione dati via database, XML o manuale Integrazione Outlook per invio automatico via Intercompany Postings facilitates four different methods to transfer information between companies and their partners or subsidiaries. Users define the type of transfer to be used for each partner. These are the four transfer options: File Location. This option writes transactions sent from the IC Outbox to files in XML, creating one file per partner. The XML files are saved in previously specified file locations, such as a client PC or a network resource. Database. This option causes transactions to be written directly from one company’s IC Outbox to the recipient company’s IC Inbox. . This option, too, formats transactions as XML files. It does not save them, but sends them on immediately as attachments. No Transfer. Users select this option in case they prefer alternative transmission formats. These may include printed invoices, manual data entry, or another type of electronic transfer, for example, through Microsoft BizTalk®. Trasmissione dati: Database File XML Microsoft BizTalk © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

26 Report di Analisi con KPI
Report di Analisi: uno strumento configurabile dall’utente con “Indicatori di performance” (KPI’s ) predefiniti Analisi e statistiche su acquistato e venduto, anche verso il budget Analisi integrate sulle diverse aree dell’azienda: Contabilità, Supply Chain e CRM Possibilità di drill-down per analisi approfondite Visualizzazione grafica integrata (Bar Chart) Improved Decision Support Gain new insights with new pre-defined Key Performance Indicators (KPIs) for not only Financial Management, but Supply Chain Management and Customer Relationship Management as well. These KPIs can be viewed in a generic graph component in Microsoft Navision that can be customized by partners. You gain even better business insight with this graph component that allows you to drill down into your Microsoft Navision application. <click for screenshot> Sales Campaign financial analysis Screenshot showing the financial results of a sales campaign exported to Microsoft Excel. Next Slide Improving control … con strumenti di analisi che rispondono pienamente alle esigenze di reporting delle aziende © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

27 Report di Analisi – Visualizzazione grafica integrata
Improved Decision Support Gain new insights with new pre-defined Key Performance Indicators (KPIs) for not only Financial Management, but Supply Chain Management and Customer Relationship Management as well. These KPIs can be viewed in a generic graph component in Microsoft Navision that can be customized by partners. You gain even better business insight with this graph component that allows you to drill down into your Microsoft Navision application. <click for screenshot> Sales Campaign financial analysis Screenshot showing the financial results of a sales campaign exported to Microsoft Excel. Next Slide Improving control © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

28 Migliore supporto alle decisioni: Budget e Analisi per dimensioni
Budget di Acquisto e Vendita Budget su acquisti e vendite, a valore e a quantità, per cliente\fornitore\articolo Analisi per dimensioni più potenti Analisi per Ubicazione\articolo, a quantità e valore. Ricavi di vendita, costo del venduto Improved Decision Support Gain new insights with new pre-defined Key Performance Indicators (KPIs) for not only Financial Management, but Supply Chain Management and Customer Relationship Management as well. These KPIs can be viewed in a generic graph component in Microsoft Navision that can be customized by partners. You gain even better business insight with this graph component that allows you to drill down into your Microsoft Navision application. <click for screenshot> Sales Campaign financial analysis Screenshot showing the financial results of a sales campaign exported to Microsoft Excel. Next Slide Improving control © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

29 Business Analytics Business Analytics è uno strumento di Business Intelligence che utilizza gli “Online Analytical Processing” (OLAP) di Microsoft SQL Server Business Analytics utilizza gli “Online Analytical Processing” (OLAP) Modelli predefiniti e funzionalità “Windows style” facili da usare e da configurare Report e analisi dinamiche integrate su tutte le aree aziendali: Finance, SCM, CRM Distribuzione automatica dei report aggiornati per o via web. Accesso tramite Browser. E’ Web enabled © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

30 Business Analytics Better Analytical Tools
front-end solution for core small businesses and lower mid-market companies that enables easy analysis of detailed information Business Analytics for Microsoft Business Solutions – Navision delivers Microsoft Navision information in predefined or customized OLAP cubes directly to user’s desktops, where they can work within a familiar Microsoft Office Excel interface—or in the front-end solution of their choice—with easy-to-use tools that enable straightforward analysis and provide a quick overview of business conditions. OLAP cubes can easily be defined and customized to meet specific needs and then saved and reused, so the time-consuming process of manually extracting data and redefining relationships is eliminated. Everyone has easy access to accurate information that’s tailored to your business, and can focus on spotting trends, problems, and opportunities and generating reports that fuel smart strategic and operational decisions. For businesses with more complex analysis and reporting needs, Business Analytics also offers a more advanced solution that enables users to gain Web-browser access to data, perform advanced analyses, and define graphical views and reports in a Microsoft Office Outlook environment. <click for screenshot> Business Analytics has an intuitive Outlook-style interface that has a familiar feel for many users, and thereby reduces the time needed for training Next Slide Responding quickly to rapidly changing customer demands © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

31 Integrazione con Microsoft Office
Microsoft Word: creazione da Microsoft Navision di documenti Word con la funzione stampa unione Microsoft Excel: importazione\esportazione dei dati contabili in Excel Microsoft Outlook®: gestione dei contatti, attività, calendario, invio da Microsoft Navision o da Outlook Utilizzo completo degli Smart Tag di Microsoft Office per attivare funzioni di Microsoft Navision © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

32 Novità nel modulo Produzione
Migliore integrazione con Vendite e Acquisti per una maggiore condivisione delle informazioni e collaborazione tra i vari ruoli aziendali Nuovo prospetto di pianificazione Produzione Schedulatore di produzione con visualizzazione grafica Gestione componenti sostitutivi nell’ordine di produzione Possibilità di registrazione consumi e tempi in un’unico prospetto Nuovo batch per l’aggiornamento dei costi standard Nuovo sistema per ricezione messaggi di notifica (Alerts) Possibile di creare budget sia a quantità che valore (Vendita e/o Acquisto) Novità nell’ambito delle analisi statistiche (Report Analisi - KPI)

33 Semplificazione dei processi
lavorare in modo semplice ed efficiente … Interfaccia documenti di vendita più razionale Processo di inserimento degli ordini semplificato Tutte le informazioni necessarie riassunte in un unico documento Rapido accesso ai dati storici Dati disponibili con pochi clic Respond quickly and effectively to customer enquiries in a personalized way Transparency and Analysis enhancements help your customers take sales orders more efficiently and design their own simple reports in Microsoft Navision for better analysis of their business. Enhancements in the user interface help sales assistants to work directly in the system when taking an order. Information about item availability, substitutes, prices and discounts are contained in a single view, which makes it easy to provide quick answers to customer questions. Sales people can do away with the “paper and pencil steps”; instead of continually hopping between interfaces and from notepad to screen, they can now access key sales and customer information immediately. They can provide more personalized assistance to their customers, with quick access to clear overviews in the customer’s “Sales History” window. For example, if their customer’s current order of an item is much less than their previous orders, the sales assistant can make sure this change is intentional. Efficiency can be improved with the “copy to document” functionality, to copy information directly from the sales history window. They can also speed up searches with a new sorting by column option. <click for Screenshot> New sales pane and drill-down capabilities Screenshot showing the ability to drill down into further sales information from the sales documents (here an invoice) © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

34 Semplificazione dei processi
Respond quickly and effectively to customer enquiries in a personalized way Transparency and Analysis enhancements help your customers take sales orders more efficiently and design their own simple reports in Microsoft Navision for better analysis of their business. Enhancements in the user interface help sales assistants to work directly in the system when taking an order. Information about item availability, substitutes, prices and discounts are contained in a single view, which makes it easy to provide quick answers to customer questions. Sales people can do away with the “paper and pencil steps”; instead of continually hopping between interfaces and from notepad to screen, they can now access key sales and customer information immediately. They can provide more personalized assistance to their customers, with quick access to clear overviews in the customer’s “Sales History” window. For example, if their customer’s current order of an item is much less than their previous orders, the sales assistant can make sure this change is intentional. Efficiency can be improved with the “copy to document” functionality, to copy information directly from the sales history window. They can also speed up searches with a new sorting by column option. <click for Screenshot> New sales pane and drill-down capabilities Screenshot showing the ability to drill down into further sales information from the sales documents (here an invoice) © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

35

36 Microsoft Business Solutions Manufacturing Foundation - Navision is an integrated solution designed specifically for small and lower mid-market manufacturers that rely on manual planning and straightforward production processes. The simplified foundation offers deep visibility into work-in-process and support for order-by-order planning workflow, manual planning, graphical production schedule, Gantt charts and easy production reporting: all enabling smaller businesses to manage production orders, bills of material, manual planning processes, and exceptions with agile efficiency—without adding complexity. Along with an attractive entry price point, this flexible solution supports a phased implementation that enables businesses to purchase additional modules--finite loading, capacity planning, and material requirements planning--if and when their manufacturing processes become more complex. <click for screenshot> Screenshot showing the production schedule view (using Gantt Chart) Next Slide Improving decision support © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

37 Business Notification
Microsoft - Navision Business Notification-Runtime Configurazione Alerts in Navision con invio messaggio al verificarsi di una specifica condizione (evento). Invio di con testo pre-definito ad una lista di distribuzione L’utente riceve l’

38 Piattaforma tecnologica
XML Port - Gestione ottimale XML Nuovi Driver ODBC Smart Tag integrati nella soluzione Relationship Management Gestione certificati Sincronizzazione con Outlook ancora più stretta Raggruppamento attività Outllok Commerce Gateway Connettore verso MS BizTalk Server 2004 Forte focus sulla sicurezza Navision Portal (Giugno 2005) Integrazione con MS SharePoint Portal

39 Condizioni per l’aggiornamento alla release 4.0
Possono migrare alla release 4.0, senza costi aggiuntivi, i clienti che sono in regola con il pagamento del canone di aggiornamento, che dà il diritto a ricevere tutti gli aggiornamenti, patch e release maggiori, come la 4.0. I servizi di migrazione sono effettuati dai partner secondo le condizioni stabilite con i clienti. Avere un software ERP aggiornato salvaguarda l’investimento iniziale mettendo a disposizione dell’azienda una soluzione sempre innovativa e tecnologicamente all’avanguardia Anche i clienti che non hanno continuato nel pagamento del canone possono aggiornare il software Microsoft Navision pagando il pregresso con una penalità che può essere quantificata dal partner di riferimento.

40 Grazie per l’attenzione