Today we would like to show you some of the advantages of service management in NAV 2016 by providing you with exemplary examples of specific use cases.
Creating offers with a high volume of text
Are you familiar with the situation where you have to create extensive offers with a lot of text, which initially appears rather cluttered in Navision? Here too, there is the possibility of creating the offer header and position numbers as usual in Navision. The offer text can still be written, for example, in a Word document and the individual text elements then inserted into NAV. This way you can easily create extensive offers and continue to benefit from the master data stored in NAV.
Release workflow
Or have you already thought about how labor-saving it would be if not every order in your company had to be approved by the management, but only from a certain amount onwards? For Navision users, there is a great solution in the ordering process: a so-called „approval workflow.“ This means that orders up to a certain amount can be processed independently by the respective departments and only after a certain amount is reached does the management’s signature need to be added. If this exceeds the amount set by the company management in advance, then signature fields for the management’s signature are automatically added to the order.
Invoice creation
You may also be familiar with the situation where you are writing invoices to a (large) customer and need to pass individual invoice items on to different departments within that customer. NAV 2016 offers the option of generating a total invoice, with the individual sub-invoices listed in the attachment to the individual departments or business units. This way, you can create a total invoice for your customer, and your customer can in turn receive the total invoice in full and assign the individual invoices to the respective departments.
Would you like to learn more? Our advisors are happy to inform you about new functionalities and applications. Get in touch with us!
Tel.: +49 89 – 211 11-848
E-Mail: vertrieb@br-ag.com