ACKNOWLEDGEMENT

The submission of project report is a very hard work and it is not possible under improper guidance and suggestions and this project report itself is an acknowledgement to the sincere efforts of all individuals who have contributed to it for its completion. I would like to acknowledge our sincere thanks towards our institute, and its faculties for their valuable guidance and suggestions that have resulted in the successful completion of the project.

I want to give my deep appreciation and regards to all those who have directly or indirectly helped me in completion of the project.

Manish Ranjan Singh

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CONTENTS

1.Introduction……………………………………………………………………..4

2.What Is ERP?...........................................................................6

Advantages of ERP………………………………….....................8

Disadvantagesof ERP…………………………….…………………9

3.Structure of the ERP System……………………………………..........11

4.Need Of ERP…………………………………………………………………12

5.Features Of ERP…………………………………………………………….12

6.Components Of ERP……………………………………………….........14

7.Benefits Of ERP……………………………………………………….......14

8.Microsoft Dynamics ERP…………………………………………………17

Competitors…………………………………………………….......18

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Microsoft Dynamic NAV……………………………………….19

9. Why Choose Microsoft Dynamics NAV…………………………..29

10. System Requirements for Microsoft Dynamics NAV………..32

11. Screenshots…………………………………………………………………33

12. Microsoft Dynamics NAV Customers…………………………….39

o Sharda Motors………………………………………………………40

o Career Launcher…………………………………………………..44

o Other Clients………………………………………………………..48

13. References…………………………………………………………………..49

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INTRODUCTION

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ERP (Enterprise Resource Planning)

Introduction 

Information technology offers many options to optimize business processes. To succeed in today’s highly competitive environment, there is a need to manage business processes as efficiently as possible. ERP Systems are integrated business transaction. Processing and reporting system that focuses on business processes. They are modular application software related to areas of customerorder management, manufacturing, planning and execution, purchasing and financial management and accounting. Which enable business to increase their productivity of critical component?

ERP is a structured approach to optimizing a company’s internal  value chain. The goal of ERP is to support one time entry of information at the point of creation and to make available to all the participants  within organization.  It was significantly complex since no  system was  originally  designed to share information with other system. 

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ERP  systems  are  becoming  a  fact  of  business  life  considering that  even  small organizations are increasingly  installing  them. The adoptions of  such a system contribute  to  a  more  efficient  operation  of  the company and to the removal of faults from multiple  registrat-ions supporting all intra and inter business processes. There is no longer any distinction between an IT project and a business initiative.

IT is a key component of the products and services provided by different companies. So even top executives and managers must learn how to apply information system and technologies to their unique business situations. The field of information systems encompasses many complex technologies, abstract behavioral concepts and specializes applications in countless business and no business areas. Business professionals rely on many types of information systems that use a variety of technologies. For example some information systems use simple manual hardware devices and informal communications channels but some are complex. The business applications of information systems have expanded significantly over years. Until the 1960s, the role of most information system was simple. Then another role was added, i.e. a trial to develop an integrated management of business as a whole, from the view point of the effective use of management resources, to improve the efficiency of an enterprise. There came ERP as a solution.

Originally, ERP packages were targeted at the manufacturing industry and consisted mainly of functions for planning and managing core business

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such as sales management, production management, accounting and financial affairs. However, in recent years, adaptation not only to manufacturing industry, but also to diverse type of industry has become possible and the expansion of implementation and use has been progressing on a global level .ERP software is designed to model and automate many of the basic processes of a company, from finance to shop floor, with the goal of integrating information across the company and eliminating complex, expensive links between computer system that were never meant to talk each other.

What is ERP? 

The  initials ERP  originated  as  an  extension  of  MRP (material  requirements planning  then manufacturing  resource  planning).  ERP  systems now attempt to cover all  basic  functions  of  an  enterprise,  regardless  of  the  organizations  business  or  charter.  Non‐manufacturing 

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businesses,  non‐profit  organizations  and  governments  now  all  utilize  ERP  systems. 

The  term  ERP  is  typically  reserved  for  larger  broadly  based  applications.  The  introduction  of  an  ERP  system  to  replace  two  or  more  independent  applications  eliminates  the  need  for  external  interfaces  previously  required  between  systems,  and  provides  additional  benefits  that  range  from  standardization  and  lower  maintenance  (one  system  instead  of  two  or  more)  to  easier  and for  greater  reporting  capabilities  (as  all  data  is  typically  kept  in  one  database).  

ERP  acts  as  the  central  nervous  system.  As  a  fully  integrated  system,  ERP  automates  all  departmental  information  in  to  a  single  relational  database.  As  the  entire  quotation  through  shipping  process  uses  the  same  information  from  a  single  dataflow,  data  is  entered  only  once  which  improves  accuracy  and  reduces  cycle  time.  Information  is  retrieved  quickly  and  easily  for  real  hands‐on  decision  making.  ERP  breaks  the  information  bottleneck  and  provides  up‐to‐the‐minute  information  to  the  right  person  at  the  right  time. 

Examples  of  modules  in  an  ERP,  which  formerly  would  have  been  stand‐alone  applications,  include:  Manufacturing,  Supply  Chain,  Financial,  Customer  Relationship  Management  (CRM),  Human  Resources,  Warehouse  Management  and  Decision  Support  System.  (Source:  Wikipedia) 

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Figure 1: ERP FLOW DIAGRAM

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Advantages of ERP

In the absence of an ERP system, a large manufacturer may find itself with many software applications that cannot communicate or interface effectively with one another. Tasks that need to interface with one another may involve:

Integration among different functional areas to ensure proper communication, productivity and efficiency

Design engineering (how to best make the product)

Order tracking, from acceptance through fulfillment

The revenue cycle, from invoice through cash receipt

Managing inter-dependencies of complex processes bill of materials

Tracking the three-way match between purchase orders (what was ordered), inventory receipts (what arrived), and costing (what the vendor invoiced)

The accounting for all of these tasks: tracking the revenue, cost and profit at a granular level.

ERP Systems centralize the data in one place. Benefits of this include:

Eliminates the problem of synchronizing changes between multiple systems

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Permits control of business processes that cross functional boundaries

Provides top-down view of the enterprise (no "islands of information")

Reduces the risk of loss of sensitive data by consolidating multiple permissions and security models into a single structure.

Some security features are included within an ERP system to protect against both outsider crime, such as industrial espionage, and insider crime, such as embezzlement. A data-tampering scenario, for example, might involve a disgruntled employee intentionally modifying prices to below-the-breakeven point in order to attempt to interfere with the company's profit or other sabotage. ERP systems typically provide functionality for implementing internal controls to prevent actions of this kind. ERP vendors are also moving toward better integration with other kinds of information security tools.

Disadvantages of ERP

Problems with ERP systems are mainly due to inadequate investment in ongoing training for the involved IT personnel - including those implementing and testing changes - as well as a lack of corporate policy protecting the integrity of the data in the ERP systems and the ways in which it is used.

Disadvantages

Customization of the ERP software is limited.

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Re-engineering of business processes to fit the "industry standard" prescribed by the ERP system may lead to a loss of competitive advantage.

ERP systems can be very expensive (This has led to a new category of "ERP light" {Expand section} solutions)

ERPs are often seen as too rigid and too difficult to adapt to the specific workflow and business process of some companies—this is cited as one of the main causes of their failure.

Many of the integrated links need high accuracy in other applications to work effectively. A company can achieve minimum standards, then over time "dirty data" will reduce the reliability of some applications.

Once a system is established, switching costs are very high for any one of the partners (reducing flexibility and strategic control at the corporate level).

The blurring of company boundaries can cause problems in accountability, lines of responsibility, and employee morale.

Resistance in sharing sensitive internal information between departments can reduce the effectiveness of the software.

Some large organizations may have multiple departments with separate, independent resources, missions, chains-of-command, etc, and consolidation into a single enterprise may yield limited benefits.

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The system may be too complex measured against the actual needs of the customers.

ERP Systems centralize the data in one place. This can increase the risk of loss of sensitive information in the event of a security breach.

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Structure  of  the  ERP  system 

Ideally,  ERP  delivers  a  single  database  that  contains  all  data  for  the  software  modules,  which  would  include: 

Manufacturing   Engineering,  Bills  of  Material,  Scheduling,  Capacity,  Work  flow  Management,  guality  Control,  Cost  Management,  Manufacturing  Process,  Manufacturing  Projects,  Manufacturing  Flow 

Supply  Chain  Management Inventory,  Order  Entry,  Purchasing,  Product  Configurator,  Supply  Chain  Planning,  Supplier  Scheduling,  Inspection  of  goods,  Claim  Processing,  Commission  Calculation 

Financial  General  Ledger,  Cash  Management,  Accounts  Payable,  Accounts  Receivable,  Fixed  Assets 

Projects   Costing,  Billing,  Time  and  Expense,  Activity  Management 

Human  Resources   Human  Resources,  Payroll,  Training,  Time  &  Attendance,  Rostering,  Benefits 

Customer  Relationship  Management   Sales  and  Marketing,  Commissions,  Service,  Customer  Contact  and  Call  Center  support 

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Data  Warehouse   Various  Self‐Service  interfaces  for  Customers,  Suppliers,  and  Employees.

Figure 2:ERP Structure

Need for ERP

Most organizations across the world have realized that in a rapidly changing environment, it is impossible to create and maintain a custom designed software package which will cater to all their requirements and also be completely up-to-date. Realizing the requirement of user organizations some of the leading software companies have designed Enterprise Resource Planning software which will offer an integrated software solution to all the functions of an organisation.

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Features of ERP

Some of the major features of ERP and what ERP can do for the business system are as below:

o ERP facilitates company-wide Integrated Information System covering all functional areas like Manufacturing, Selling and distribution, Payables, Receivables, Inventory, Accounts, Human resources, Purchases etc.,

o ERP performs core Corporate activities and increases customer service and thereby augmenting the Corporate Image.

o ERP bridges the information gap across the organisation.

o ERP provides for complete integration of Systems not only across the departments in a company but also across the companies under the same management.

o ERP is the only solution for better Project Management.

o ERP allows automatic introduction of latest technologies like Electronic Fund Transfer(EFT), Electronic Data Interchange(EDI), Internet, Intranet, Video conferencing, E-Commerce etc.

o ERP eliminates the most of the business problems like Material shortages, Productivity enhancements, Customer service, Cash Management, Inventory problems, Quality problems, Prompt delivery etc.,

o ERP not only addresses the current requirements of the company but also provides the

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opportunity of continually improving and refining business processes.

o ERP provides business intelligence tools like Decision Support Systems (DSS), Executive Information System (EIS), Reporting, Data Mining and Early Warning Systems (Robots) for enabling people to make better decisions and thus improve their business processes

Components of ERP

To enable the easy handling of the system the ERP has been divided into the following Core subsystems:

o Sales and Marketing

o Master Scheduling

o Material Requirement Planning

o Capacity Requirement Planning

o Bill of Materials

o Purchasing

o Shop floor control

o Accounts Payable/Receivable

o Logistics

o Asset Management

o Financial Accounting

Benefits of ERP

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The benefits accruing to any business enterprise on account of implementing are unlimited. According to the companies like NIKE, DHL, Tektronix, Fujitsu, Millipore, Sun Microsystems, following are some of the benefits they achieved by implementing ERP packages:

o Gives Accounts Payable personnel increased control of invoicing and payment processing and thereby boosting their productivity and eliminating their reliance on computer personnel for these operations.

o Reduce paper documents by providing on-line formats for quickly entering and retrieving information.

o Improves timeliness of information by permitting, posting daily instead of monthly.

o Greater accuracy of information with detailed content, better presentation, fully satisfactory for the Auditors.

o Improved Cost Control

o Faster response and follow up on customers

o More efficient cash collection, say, material reduction in delay in payments by customers.

o Better monitoring and quicker resolution of queries.

o Enables quick response to change in business operations and market conditions.

o Helps to achieve competitive advantage by improving its business process.

o Improves supply-demand linkage with remote locations and branches in different countries.

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o Provides a unified customer database usable by all applications.

o Improves International operations by supporting a variety of tax structures, invoicing schemes, multiple currencies, multiple period accounting and languages.

o Improves information access and management throughout the enterprise.

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MICROSOFT DYNAMICS

ENTERPRISE RESOURCE PLANNING(ERP)

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Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications developed by Microsoft. Microsoft Dynamics applications are delivered through a network of reselling partners who provide specialized services. There are 300,000 businesses that use Microsoft Dynamics applications and 10,000 Microsoft Dynamics reselling partners worldwide. Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) applications.

Microsoft Dynamics offers ERP and CRM solutions for a range of industries. Solution providers build on the standard functionality in Microsoft Dynamics ERP and Microsoft Dynamics CRM applications to deliver industry-specific solutions through a network of channel partners. Industry solutions for Microsoft Dynamics ERP address needs for the following industries:

Construction Distribution Education Financial services Government Healthcare Manufacturing Not for profit

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Professional services Retail

Microsoft Dynamics ERP is an enterprise resource planning application primarily geared toward midsize organizations as well as subsidiaries and divisions of larger organizations. Microsoft Dynamics ERP includes five primary products:

Microsoft Dynamics AX (formerly Axapta)

Microsoft Dynamics GP (formerly Great Plains Software)

Microsoft Dynamics NAV (formerly Navision)

Microsoft Dynamics SL (formerly Solomon IV)

Microsoft Dynamics C5 (formerly Concorde C5)

Also included are retail solutions: Microsoft Dynamics CRM is a multi-lingual customer relationship management application from Microsoft that provides sales, service, and marketing capabilities, and includes Microsoft Dynamics CRM Online.

Competitors

SAP Business One is integrated ERP software that targets the business requirements of small and midsize enterprises; it competes with Microsoft Dynamics globally.

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SAP Business ByDesign is a hosted solution which is based on the SAP R/3 core. It is marketed towards small to medium enterprises (SME) who require an ERP and CRM solution that can grow with the business. Prices start from $149 USD per user per month.

Sage Business Solutions provides end-to-end financial accounting software, ERP software, CRM software, and business intelligence (BI) software solutions to small, midsize, and large businesses.

NetSuite is a vendor of on-demand, integrated business management software suites for mid-market enterprises and divisions of large companies.

Epicor develops enterprise software targeted at mid-market companies primarily in the manufacturing, distribution, retail, hospitality, and services industries.

Blackbaud develops a suite of financial management products designed towards higher education and non-profit organizations.

MICROSOFT DYNAMICS NAVISION

Microsoft Dynamics NAV is an enterprise resource planning (ERP) software product from Microsoft.

The product is part of the Microsoft Dynamics family, and intended to assist with finance, manufacturing, customer relationship management, supply chains,

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analytics and electronic commerce for small and medium-sized enterprises. Value-added resellers (VAR)s can have full access to the business logic source code, and it has a reputation as being easy to customize.Microsoft Dynamics NAV delivers powerful comprehensive business management capabilities that provide the increased control, streamlined operations, and insight you need to improve profitability and, ultimately, support your business as it grows.

Comprehensive business management capabilities

Microsoft Dynamics NAV delivers powerful core business management capabilities for:

Financial management Manufacturing Business intelligence and reporting Supply chain management Sales and marketing Human resource management Purchase and payables Service management Integration with System

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Figure 3:A comprehensive cost-effective ERP solution from Microsoft

FINANCIAL MANAGEMENT

Microsoft Dynamics NAV ERP System provides Accounting and Finance solutions to help you track and analyze your business information. With end-to-end integration, you can efficiently manage:

General Ledger Payables Receivables Inventory Analytical Accounting Fixed Assets Cash Flow Bank Reconciliations and collections

You can also manage your financial processes across multiple currencies, locations, or companies. The key benefits of using Microsoft Dynamics NAV ERP System - Financial Management module are:

Gives comprehensive, up-to-date financial information makes it easier to spot trends and gain insight into your business activities, so you can

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capitalize on your knowledge and identify new opportunities.

Provides control to manage a broad range of other business areas according to your particular needs. You can add functionality as you need it and grow at your own pace.

Helps reduce the time and effort your people spend on accounting tasks, monitor fiscal performance, and meet business and regulatory requirements.

Facilitates to control and manage the entire life cycle of your fixed assets - from acquisition to disposal - to maximize the value of your business investments.

Assists to drive efficiency and maximize cash resources with flexible, integrated accounts payable capabilities.

Optimizes cash flow by streamlining accounts receivable processes and tracking customer payments.

Gives multicurrency support to help expand into international markets with confidence and reduce the complexity of global transactions.

MANUFACTURING

Microsoft Dynamics NAV ERP System - Manufacturing Module provides tools to help businesses plan, manage, and execute a world-class manufacturing operation. Organizations can boost operational efficiency and effectively manage production, including production orders, bills of material, supply planning and capacity requirements planning. It helps to manage entire manufacturing process from product configuration, supply, and capacity requirements planning to scheduling and running the shop floor. Microsoft Dynamics NAV - Manufacturing Module also facilitates

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to manage a broad range of other business areas according to organization's particular needs. You can add functionality as and when required and grow at your own pace. The key benefits of using Microsoft Dynamics NAV - Manufacturing Module are:

Streamlines your manufacturing processes and adapt quickly to changing demands.

Satisfies demand with multiple planning options and tracking of utilization and materials costs. Microsoft Dynamics NAV ERP System can help you implement production decisions quickly, make last-minute order changes, and offer customers satisfactory exceptions.

Helps you integrate kits and kit resources into your sales, inventory, accounting, and pick-and-pack operations.

BUSINESS INTELLIGENCE

Direct access to real-time, business-critical information and a wide range of analytical tools can help manage budgets, create and consolidate reports, and look for trends and relationships. Microsoft Dynamics NAV - Business Intelligence Module helps organizations make smart business decisions quickly and with confidence. With Microsoft Dynamics NAV - Business Intelligence Module organizations get a good overview of their business with the ability to dig into details. It is built on industry-standard Microsoft technology and easily integrates with other Microsoft business intelligence products and technologies. Therefore, businesses can start with the basic modules and Microsoft Office Excel and then add functionality and tools as and when required by them. It also delivers meaningful insight across your organization with powerful business intelligence capabilities.

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SALES AND MARKETING

Microsoft Dynamics NAV - Sales & Marketing Module also helps organizations in managing a broad range of other business areas according to their respective particular needs. Businesses can add functionality as and when required and grow at their own pace. The key benefits of using Microsoft Dynamics NAV - Sales & Marketing Module are:

Equips people in organization to manage contacts, opportunities, and campaigns efficiently while building customer relationships that help drive sales and encourage loyalty.

Facilitates people in organization to respond quickly to customer service requests and use information from across your business to make profitable decisions about the costs, inventories, workloads, and financial returns of your service operation.

Assists people in organizations to manage contact information, organize sales campaigns, identify sales opportunities, automate sales tasks, set up automatic reminders and document approval.

SUPPLY CHAIN MANAGEMENT

With Microsoft Dynamics NAV - Supply Chain Management Module businesses get the tools they need to respond quickly to customers, rapidly pursue new market opportunities, and improve profitability by working efficiently with trade partners. You can tighten distribution processes and improve inventory management for single- or multi-site warehouses, as well as handle order processing and demand planning.

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The key benefits of using Microsoft Dynamics NAV - Supply Chain Management Module are:

Assists in managing a broad range of other business areas according to particular needs. Organization can add functionality as and when required and grow at its own pace.

Optimizes cash flow by streamlining accounts receivable processes and tracking customer payments.

Helps drive efficiency and maximize cash resources with flexible, integrated accounts payable capabilities.

Matches the goods organization has on hand with customer demand while reducing inventory and distribution costs.

Integrates Warehouse processes with the rest of the business to manage goods and space more effectively and reduce costs and waste.

Satisfies demand with multiple planning options and tracking of utilization and materials costs.

Helps to implement production decisions quickly, make last-minute order changes, and offer customers satisfactory exceptions.

Ensures fuel productivity throughout organization's supply chain and responds quickly to shipment delays, order changes, and low inventory.

Increases the speed of critical documents through sales and purchasing, standardize approval workflows, and enforce approval limits.

PURCHASE AND PAYABLES

Using Microsoft Dynamics NAV - Purchase and Payables Module organizations can:

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Apply a payment to as many invoices and credit memos as they like. For greater control, organizations can choose how to apply customer or vendor transactions by specifying the amounts to apply to individual documents. This can be especially helpful when customers make partial payments. If you choose the "Apply-to-Oldest" method, the system can automatically apply receipts to the oldest invoices for specific customers

View detailed information about the amounts that will be posted to the general ledger prior to posting, such as payment discounts and rounding amounts

Un-apply or "reverse" all postings and changes related to an application of customer and vendor transactions so they can be applied correctly

Set a tolerance level (in local or other currency) on an invoice in order to apply and fully close the invoice and payment entries, even if the payment amount is less or more than the invoice. Tolerance can be automatically allowed or decided on a case-by-case basis

Set a tolerance level of several days to apply and close an invoice and payment, even if you receive the discounted payment later than the discount date specified by the payment terms. Discount tolerance can be automatically allowed or decided on a case-by-case basis.

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INTEGRATION WITH SYSTEMS

Microsoft Dynamics NAV ERP System is designed to work smoothly with other Microsoft products such as Microsoft Office 2003, Microsoft SQL Server 2005 and Microsoft Windows Vista and XP. For example, documents written with Microsoft Word can take data from the Microsoft Dynamics NAV database and incorporate that information into a customer letter. Workers can use Microsoft Excel to create reports with up-to-date figures imported from Microsoft Dynamics NAV ERP System. Commerce portal capabilities also allow a company to create a Web site to work easier with customers and partners. In addition, Microsoft Dynamics NAV can also be integrated with a wide range of other software products, so even if a small business that already has substantial IT infrastructure, it can be used with Microsoft Dynamics NAV ERP so that a business makes the most of its IT investment.

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Figure 4:INTEGRATE MULTI-SITES WITH MICROSOFT DYNAMICS NAV ERP System

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Figure 5: Microsoft Dynamics NAV - Technologie

Microsoft Dynamics NAV is fully integrated and easy-to-use business software that enables you to connect all areas in your mid-sized company, such as financial management, marketing and sales management, purchasing, sales, warehouse and logistics, production planning and control. Microsoft Dynamics NAV is modular. The modules are fully integrated with each other and provide the capabilities for all business processes of SMEs. Your advantage: The software provides all aspects of your business - working in different systems and the laborious search for data belonging to the past.

Microsoft Dynamics NAV gives the freedom to focus on your business by providing an efficient way to streamline your business and increase productivity. Microsoft Dynamics NAV lets you replace your existing system with a single fully integrated solution that connects everyone in your organization to your

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customers, suppliers, and partners through the Internet any time, anywhere.

Key Benefits:

Increase your productivity Sharpen your competitive edge

Grow your business

Connect with your employees, customers, and partners

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Figure 6:Microsoft Dynamics NV Architecture

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Figure 7:MS Dynamics NAV Architecture

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Why choose Microsoft Dynamics NAV?

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Get up and running fast

Moving to a new business management system might seem overwhelming, but Microsoft Dynamics NAV simplifies the process with a solution that is designed to get you up and running quickly—without expensive development or increased manpower.

Deploy on-premises or with partner-hosted cloud solutions that require low up-front investment.

Microsoft Dynamics NAV is highly scalable and compatible with the technology you already use so that it delivers long term value without high costs down the road.

Our ongoing commitment to innovation means you are investing in a business platform that will always keep you in the forefront of what’s ahead.

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Product availability and localization

Microsoft Dynamics NAV is localized, translated, and supported by Microsoft and made generally available in select countries and languages.

In addition, Microsoft channel partners may make partner-created localizations and/or translations of Microsoft Dynamics NAV available in countries where Microsoft does not provide a localized or translated version.

Figure 8:MS Dynamics mobile-server Components

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In addition to using Application Server, Microsoft Dynamics Mobile - Server Components can also use Web services integration to handle the integration between Microsoft Dynamics NAV 2009 and mobile devices.

System Requirements for Microsoft Dynamics NAV

Operating system Microsoft Dynamics NAV 2009 SP1 runs on 32-bit and 64-bit operating system editions. On 64-bit (x64) editions, Microsoft Dynamics NAV runs in WOW64 emulation mode.

Windows 7 Professional, Ultimate, or Enterprise Windows Server 2008 Windows Server 2008 R2 Windows Vista Business, Enterprise, or Ultimate with

SP1 or SP2 Windows Server 2003 SP2 Windows Server 2003 R2 SP2 Windows XP Professional SP3

Hardware resources Hard disk space:

Minimum 30 MBMemory:

Minimum 1 GB Additional software Microsoft .NET Framework 3.5 SP1, which is

automatically installed by Microsoft Dynamics NAV 2009 Setup if it is not already present.

Microsoft Office Communicator 2007 is required for instant messaging and TAPI.

Microsoft Office 2007 or 2003 is required for e-mail logging, Outlook client integration, budget importing, Office XML, SharePoint links, and budgets in Excel.

Collaboration Data Objects (CDO) are required for mail merge and e-mail logging.

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SCREENSHOTS

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Figure 9: NAV Screenshot 1

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Figure 10: NAV Screenshot 2

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Figure 11: NAV Screenshot 3

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Figure 12: NAV screenshot 4

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Figure 13: NAV Screenshot 5

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Figure 14: NAV Screenshot 6

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MICROSOFT DYNAMICS NAV

CUSTOMERS

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SHARDA MOTORSSharda Motor Industries Limited is a fast growing automotive manufacturing company. With multiple disparate systems running across 12 manufacturing plants, it was becoming increasingly difficult for Sharda Motor to effectively manage its business. Time and resources were wasted duplicating data entry efforts, which often resulted in inaccurate data. Additionally, inventory was kept high to ensure complete orders. The company needed a flexible enterprise resource planning system that could handle complex manufacturing requirements and scale to meet growing demand. After a thorough search, Sharda Motor opted to migrate to Microsoft® Dynamics™ NAV 4.0 with SP3 to enhance its business processes. Microsoft® Certified Partner, Trident Information Systems assisted the company in implementing the same. Today, the company is using Dynamics NAV to standardize its operations on a common technology platform, helping to improve inventory tracking and make more informed business decisions in real-time.

SITUATION

Sharda Motor, a diversified, multi-product group of companies, believes in satisfying its customers by meeting their needs promptly and accurately. The company maintains the highest quality standards with state of the art manufacturing facilities with continuous focus on new product, innovation and technology up gradation. Under the dynamic leadership and vision of Shri N.D.Relan, Chairman and Shri Ajay Relan, the Managing Director, Sharda Motor has a successful track record and today is an industrial force to reckon within the automotive supplier industry.

With presence spread from Haridwar to Chennai, Sanand to Pune via Nashik, the company is in the process of expanding its

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manufacturing capabilities and technology to become the leader in automotive exhaust systems and independent front suspensions by 2010.

Sharda Motors was using Tally to manage all its core accounting and financial tasks. This legacy system was however, inept to cope with the inventory, manufacturing, and job work processes; and control them at the same time to maintain a record. It also lacked the ability to integrate and compile data in real time. Another dreary job at Sharda Motors was to maintain the detailed data from all its 12 plants spread across the country. Again, the legacy system was unable to do so. Nitin Vishnoi, Company Secretary, Sharda Motor explains, “Until now, all our plants were using different applications for managing their operations. With these disconnected systems, we had no control over the plants leading to lack of visibility to real time information. We needed to exert more control over these so that real time updated information was always available instantly.”

The company foresaw that these issues were posing a threat to its expansion plans. It recognized the need for a single integrated system that could be cost-effectively tailored to streamline core business functions - a system that would manage not only accounts and finance but overall business processes.

“To overcome all the existing issues and enable smooth and efficient working of the company, we decided to streamline our workflow with a reliable Enterprise Resource Planning (ERP) solution that will tighten workflow integration, and also enhance information flow across business functions,” says Nitin Vishnoi.

SOLUTION

After a thorough research and a detailed analysis of all the technology options available in the market, Sharda Motor decided to focus its software development on the Microsoft® Dynamics™ NAV platform. “We wanted a system that was

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reliable, affordable, easy to use and most importantly, easily scalable to our future computing requirements,” says Nitin Vishnoi. “Microsoft Dynamics NAV 4.0 with SP3 matched all these requirements. It was an integrated solution and could be customized to fulfill all our requirements.” Thus with the help of Microsoft Certified Partner, Trident Information Systems, Sharda Motor implemented Microsoft Dynamics NAV 4.0 SP3.

Apart from being rich in functionality, Microsoft Dynamics NAV 4.0 with SP3 is flexible enough to adapt to the company’s changing business needs. It integrates all locations by delivering a single, real-time view into all information. This easy-to-access information provides employees with greater insight into business processes.

The solution was implemented across all locations in April 2009. The modules implemented were Finance, Sales, Purchase, Inventory, and Manufacturing.

All the standard features of the ERP system were implemented along with some unique customizations applicable to the automotive manufacturing industry. One of the main customization done was the Job Work module. Niranjan Kumar, Technical Head – ERP, Sharda Motor explains, “The biggest asset in implementing Dynamics NAV is its ability to adapt the system to our specific processes and this has been vital to our continued growth. Earlier we could see only one item per bill. Now with the new solution, we can see 4-5 items per bill.”

Material is send to vendors through Delivery Challan. The consumption is based on Delivery Challan against which vendor has sent the material and their consumption is based on actual quantity. All this activity is captured in the Job Work module.

After implementing the new business solution, various unique features are functional in the organization. Inventory planning and control are some of the most important functions that have reduced the cost.

Additionally, auto manufacturing reports are being created based on daily sales log. This automatically creates Released

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Production Order and their consumption for regular items thus reducing booking output times. Gate Entry and RGP module are separately developed to capture moving in and out of material. This results in smooth activity as per the company’s needs.

“The new environment resulting in a centrally managed solution that spans the entire company has strengthened us,” says Nitin Vishnoi. “The flexible technology platform prepares us to scale for future computing standards. We are now better positioned to increase operational efficiencies and ensure sustained business growth.”

Looking ahead, Sharda Motor wants to further enhance its effectiveness by using the solution for MIS report generation.

BENEFITS

With Microsoft Dynamics NAV, Sharda Motor enjoys new business efficiencies. The solution provides real time visibility into the company’s operations resulting in greater operational efficiency. The greatest benefit of the new system is the consolidation of data across its manufacturing plants.

Allows Inventory Planning, Reduces Inventory Costs

The new ERP solution plans and controls inventory such that inventory pileups are reduced. This improves stock management as the right stock is always available whenever needed. Tight inventory management helps to increase operational efficiency across the organization and also improve customer service.

“Because Microsoft Dynamics NAV provides instant access to inventory levels, vendors, customer balances, and chart of accounts at any instance, we’re able to plan our purchasing, profit loss statement, find lost making components for analysis, and keep inventory to minimum,” says Nitin Vishnoi. “With access to real time information and increased visibility about inventory levels, we have reduced the total cost of its inventory by 3 percent in the 1st year of complete implementation.”

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Enhances Visibility, Enables Faster Decision Making

A key advantage of the solution is the availability of more detailed, real-time information that is accessible to all users. With a centralized repository for all business information, the company is able to make quick decisions in a fast-paced business environment.

Niranjan Kumar explains, “With real-time access to accurate information, our management is now assured of making smarter and better-informed decisions. The centralized database also helps us make faster decisions to better control our costs.”

Bestows Cost-Effective and Easy to Use Solution

Sharda Motor wanted a simple solution that would be easily accepted and learnt within the organization, without adding huge capital expenditure on software and services. Microsoft Dynamics NAV provides a simple, familiar, and intuitive interface that is user friendly and is easy to train users. “The system is so easy to use that with just one day of training, our employees were ready to use it”, says Nitin Vishnoi.

Exerts Greater Control Over all Locations

The new business solution integrates all the 12 manufacturing plants. This helps the company to have total control and monitor everything from the head office. It helps to analyze and conduct sound business planning.

Nitin Vishnoi, Sharda Motor states, “With the legacy system, we were not able to exert full control over our manufacturing plants. By the time, information reached the head office, it was old. But with the deployment of new solution, working atmosphere of the company has improved. It connects processes and information with people. The integrated and centrally controlled robust database and automated inter-company processes help employees to accomplish any task from any location.”

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CAREER LAUNCHEREstablished in 1995, Career Launcher India Limited (CL) offers focused career-oriented

training and preparatory education to school and college students for different entrance examinations.Administrationof all the divisions across centersand consolidating the financial data had traditionally been time consuming manual activities at CL. To overcome the challenges, Tectura, a Microsoft® Certified Partner, implemented Microsoft® Dynamics™ NAV 5.0. With Dynamics NAV, CL hasstandardizedits accounting and financial environment, that is also easy-to-use. Besides it improves administrative and operational efficiency and reduces overhead, and thus cost by INR 10,00,000 (U.S.$ 20,000).

SITUATION

Established in 1995, Career Launcher India Limited (CL)provides educational services in over 195 locations acrossIndia, Middle East, and United States. It offers guidance and test-preparation services for school and college students to gain admission to professional courses. It publishes magazines and academic material, offers career advisory services, tutoring and training services.

CL is actively involved in mainstream education through its chain ofplay schools,secondary and K12 schools. It also operates formal vocational and skill education schools. It is based in New Delhi, India. With more than 400 academicians and professionals around the world, CL grooms over 100,000 students annually.By acquiring POWERMath in the United States, CL has entered the math tutoring and SAT Test Prep market in the country. It generated the revenue of U.S.$20million in financial year 2009-10.

The IT infrastructure at CL consisted of Tally to manage accountingrequirements. An in-house developed Oracle based application was installed at each of the 195centers to manage student’s enrollment, receipts and outstanding information.

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Both being standalone applications,couldn’t be linked for data transfer. Lack of common financial management system posed issues in consolidating data and reports, and share information across 20divisions.Hence on time availability of financial data was a major limitation in the existing system.

CL database consists of approximately five million entries. The existing system could neither cope with the growing volumes of data, nor hold the detailed information about its students and customers. Thus there were multiple storage locations which often resulted in ambiguity.

Each school and center managed its individual financials which barred information sharing and resulted in multiple versions of same information. Ithindered standardized reporting and slowed processing times. As a result, there was ineffective decision-making, lack of flexibility and inefficient use of resources.

With increasing number of schools and training centers, CL identified the need of a standardized enterprise resource planning (ERP) solutionthat could be simultaneously implementedat all the locations.The Oracle based application used at CL was developed over years to define the unique features and functionalities. Thus its seamless integration with the new ERP was one of the prime requirements of the organization.

High cost incurred to implement and maintain standalone applications at multiple locations; disparate budgeting, analysis, and reporting that didn’t integrate prompted CL to adopt a globally acceptedERPsolution. “We wanted one common integrated solution to serve the needs of all our divisions. It also had to be quick to deploy in various geographical locations,” states Abhishek Sapra, AssistantVice President (Finance), Career Launcher.

SOLUTION

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“We chose Microsoft Dynamics NAV because of its versatility, scalability and flexibility,” says Abhishek Sapra, Assistant Vice President (Finance), Career Launcher.“We can tailor it to develop new features to meet the requirements of oureducational institution and help streamline our accounting procedures.”

CL used the expertise of Microsoft® Certified Partner Tectura for the implementation. After the successful deployment of NAV 4.0, NAV 5.0 was released and Tectura assisted CL in smooth With all the essential features present in the solution, Tectura minimally customized the solution to include the integration with the Oracle-based application that manages student’s enrollment, receipts and outstanding information.The application is used at more than 195 centers of CL. 2.5 lakh (2,50,000) students’ data and transactions were migrated to Dynamics NAV. During this migration, it was business as usual for CL as the environment wasn’t affected. The solution is alsotailored to enable online banking. It facilitates CL to use the Commodity Broking Services (CBS) account and electronically transfer funds through National Electronic Funds Transfer (NEFT) and Real Time Gross Settlement Systems (RTGS). Once transactions are completed, system generated emails are sent to vendors to update the status via this new system. Hence lots of time, administrative cost and paper work is spared.

BENEFITS

The new ERP solution enables users to share information and work collaboratively. In addition, managers now enjoy enhanced business insight, with quick access to up-to-date management information.

Reduces Administrative Costs by INR 10,00,000

Microsoft Dynamics NAV supports the entire business at all the locations with a single, integrated solution. It reduces barriers between admin and finance departments.Transparent operating cost, automatic billing and reporting features have reduced the number of administrative tasks performed by

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staff.“We now operate with 30 percent fewer employees in finance, reducing the administrative cost by INR 10,00,000 (U.S.$ 20,000),”commentsAbhishek Sapra, Assistant Vice President (Finance), CL. “Manual planning and reporting using spreadsheets is a thing of past.”

The solution not only reduces the administrative cost but also supports and improves e-business requirements. Online banking transactions have made life easier for the accounts team.Quick online paperless transactions save100hours every month.

Increases Operation Efficiency by 70 Percent

Abhishek states, “With centralized information such Enrollment Details, Outstanding Balance, Fixed Assets available, processes are accelerated. This has enhanced our operational procedures and increased efficiency by 70 percent.”

Allows Seamless Integration

It is also seamlessly integrated with the organization’s Oracle based application that is accessed over web at multiple locations. Data flows freely between the two. “We had put lots of efforts into developing an application to meet our specific requirements and we want to continue using it,” says Abhishek. “Since NAV is smoothly integrated to it, we need not spend time, energy and money in re-developing and customizing the application to define our needs.”

Consolidates, Analyzes Data for Decision Making

“Earlier each centre or school managed its own set of accounts which made it impossible to compare expenditures and derive profitability,” says Abhishek. “It used to take us 15 days to consolidate financial information from all the locations; we can now do it in 2 hours. Without Dynamics NAV, it would have been impossible to close the accounts in desired time frame.”Now file balance, individual accounts, consolidated data, budgets etc. are all updated and timely available in head office for review.

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“Enhanced efficiency with reduced expenditures allows us to focus our time, energy, effortsand money on providing the best options in education. We need not worry about administration and financials,”concludes Abhishek. “In addition, it presents us with the option to scale up with future growth, thus providing a better performing and reliable solution for the business applications.”

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Federation of Indian Chambers of Commerce

and Industry (FICCI)

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REFERENCES

www.microsoft.com/casestudies www.wikipedia.org www.scribbd.com www.realsoft.net

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