foundation pack r2 (id: 14,005,200) designed for dynamics...

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“Foundation Pack R2” (ID: 14,005,200) Designed for Dynamics NAV 2009 R2 Classic or RTC with

60 great features all in one Database

Help our environment – “Do not print this document” Why Foundation Pack from Cost Control Software? Executive Summary

Repetitive programming - is not cost effective

Foundation Pack eliminates the disadvantages of using “database.fdb” :

Expected features are discovered missing by the client as they start to implement. They “used to have them in their old software.”

Reseller then programs the shortfall to keep the client happy

Client gets 10 expensive features instead of the 40+ features they would have had it they had purchased Foundation Pack. The cost to customize the 10 features is much greater than the cost of getting all 40+ features up front.

Each client has 10 different features, but not the same features. Inconsistency of databases delivered makes a challenge for the implementation team.

Consistent database for implementers and upgrades

Implementers will have consistent features for all clients

Implementers can train more confidently

Implementers don’t have to deal with the client’s disappointment when a client discovers the features they expected are not there.

RIM Company Dataset

One “Template” Company with 80 tables pre-filled with needed setup data.

Backup RIM Co, Rename, and Restore for multiple company installations.

Saves on valuable technician’s time


Pre configured Database for quicker start

Microsoft releases a database, and then delivers service packs, hot fixes and security data separately and periodically. To configure a database correctly you need to get the last released database and add the service packs, hot fixes, and security data. This is very time consuming.

Foundation Pack will have current service packs, hot fixes, and security data pre-installed.

Foundation Pack will have additional Security Roles.

Bring the best possible database to the client NOW

Microsoft discovers the missing features too, but it takes them 2 to 3 years to respond to client needs. We have consistently seen Cost Control Software’s Foundation Pack features turn up in Microsoft new releases. In an effort to bring the best possible product to the client NOW, Foundation Pack delivers the needed features TODAY.

“Reports Pack” – The best Add-on for Foundation Pack

Includes the 36 most requested reports and documents

Use the pre-formatted Documents for Sales Quotes, Work Orders, Invoices, Purchase Orders, Credit Memos, and Order Confirmations right out of the Cost Control box vs. spending hours formatting each document. Don’t “blow” the implementation budget on designing Documents. Clients just don’t understand why formatting an Invoice takes so many hours.

Summary

Did you know that database preparation typically takes 20 to 40 hours? What should a reseller adjust prior to delivering a database to a new client? This document lists 48 improvements to the NAV database that will make for a better start. Let us do the work for you; we have one ready to go to the client site right now. We have enhancements to Role Centers, Fact Boxes, Report Links and Placements, improved menu design, improved screen layouts, optimized Lists and Cards, and new Charts all combine for a 100% better user kick off.


The retail price is only $1,700, not the $6,000 to $10,000 it could take to build it from scratch. This document lists the 48 valuable features contained in this one database. Please allocate about 1 to 2 hours to watch the movies, read this document, and test our “Demo Foundation Database” (if you have it.) Start your next Dynamics NAV 2009 RTC installation with the following valuable “foundation” features:

This document contains the following major sections:

1. Two New “Small Business” Role Centers 2. Financials 3. Cash Management 4. Sales 5. Purchases 6. Inventory 7. Resources 8. New Reports 9. Administration / Setup 10. Global Improvements

11. CCSI’s RIM Data pre-installed (optional)

Please view these videos to help you learn more about “Foundation Pack”. Follow along with this Study Guide as you watch our learning:

1. Role Center Options (11 min)

2. Financials, Cash Management, Sales (15 min)

3. Purchases, Inventory, Resources, Admin (19 min) For more information please contact: www.CostControlSoftware.com (317) 846-6025 Formerly: “Starter Database” with Posted Line Lookup and Defaults Setup

http://www.projectstreamer.com/users/rbaxter/Role_Center_Options/Role%20Center%20Options.html

http://www.projectstreamer.com/users/rbaxter/Foundation_Pack1/Foundation%20Pack1.html

http://www.projectstreamer.com/users/rbaxter/Foundation_Pack2/Foundatin%20Pack2.html

http://www.costcontrolsoftware.com/


Small Business Role Center 1. A new Role Center has been added for “Small Business”. It acts more like

the “Classic” Menu, than a role center, but is delivered in RTC. It is perfect for users that wear lots of hats. . Small Business Role Center:


Role Center: (Activities)


Role Center Reports – Top 11 Reports

Enhanced the “Actions” with easy access to Report Selections


Enhanced “History” from Role Center Menu for ALL Access.


Listen to this embedded movie to assist your learning: Financials, Cash Management, Sales

Financials 2. 3 New Sub Totals on General Ledger Entry Window. Easier to verify

amounts.




3. New “Amount Total” on the General Journal for easier balancing.

4. Chart of Accounts Window with instant access to “Net Change” and “Balance at Date”.


5. “Twelve Month Spread” on Account Schedules is included.


6. Sample Data Improvement: Assets = Liability + Equity NAV 2009 GL Data has been corrected so the data foots out:


Cash Management

7. Cash Receipts Journal w/ new Customer Check Total. This makes it easier

to verify the deposit ticket matches the screen.


Sales & Marketing 8. Customer List now as rapid access to View Sales History Details.


9. To save you time, we added “Customer Order Status” directly from the Customer Menu on the Customer Card. (quicker access.)(Easy to promote too.)


10. Added “Balance Due” to the Customer List for a quick view.

11. Sales Order List: Added “Status” and “Amount”


12. Option to block print of “Shipper” or “Receiver” on Post & Print in S&R

or P&P Setup.

13. Improved the sequence of the Dates on the Sales Order Lines.

Notice how “Handling Time” adds to the Planned Shipment. Also, Shipping Time could be 4D, and calc Delivery Date.


14. To assist with GL Posting Information we have added the “Posting Description” to the Sales Order Header for easy editing. This will be transferred to the Customer Ledger Entries to help identify the invoices.

15. Shipping tolerance: Set Tolerance factors on your SO Shipping.


16. To assist with Document Tracking we have added “Posting Description” and “Your Reference” to the Sales Order Header.

17. “Your Reference” in the Sale Order Header is now also sent to the Customer

Ledger Entries for reference and reporting.


18. Quick Access to Item/Resource’s “Sales History” from the Line Actions:


19. From a “Sales Quote” you can “Make Order”. We have added an option

to “go to the order now”.


20. This Posting Date on the document line (V50SP1) enables you to quickly

view recent Customer’s Sales directly from the Customer Card or from the Sales Order Card. Notice that the history is at the detail level not a summary level. Note: This “Sales History” is also available directly from Quotes or Sales Orders. Quick Access to Customer’s Sales History:


Watch this embedded movie to assist with your learning: Purchases, Inventory, Resources, Admin

Purchases 18. Vendor List with Balance($):

21. Added Quick access to Vendor Purchase History from the Vendor List:

http://www.projectstreamer.com/users/rbaxter/Foundation_Pack2/Foundatin%20Pack2.html


22. Vendor Card, Purchases, added “Invoices” to enable quick access to Vendor Invoices.


23. “Your Reference” has been enhanced to send its contents to the

Vendor’s Ledger Entries.


24. Purchase Order List: Added “Status” and “Amount”

25. A field “Default COA” has been added on the Vendor Card. This is active

for Line Type = GL Account.


26. AP – Payment Journal with “Don’t Pay” Flag and new Vendor Totals. How to Use: First do the Suggest vendor payments. Then see the totals at the bottom per Vendor. When attempting to make adjustments for what you intend to pay, sort of a "What if" capability, you check the "Don't Pay" field, i.e. if I don't pay this invoice. You can put it back by un-checking the line. (You can’t if you delete the line) When you change the flag the totals adjust at the bottom for the total payables as well as per vendor. When you have finalized your decisions, then filter the lines where the don't pay flag is checked and highlight and delete them. The remaining lines are what you intend to pay.


27. Line Comments on the Purchasing Side has been enhanced to let the user

decide if a PO comment is to actually print on the PO in the line comment section. Please order our “Reports Pack” too; You can print a more professional looking PO.

28. Purchase Order Document (and 5 other Purchase Documents) has been enhanced to honor the above Boolean fields. (We recommend you purchase the “Reports Pack” for an enhanced Purchase Order Document)


29. Purchase Order Line Improvement to show Lead Time Calc and Inbound Whse. Handling Time. (Date Math from Left to Right)

30. Purchase Order Line Improvement to show the results of the Sub Contract Worksheet generation of Purchase Orders.

31. From the Vendor Card you can lookup recent purchases or access this information from the Purchase Order Card. (Same as Customer Card picture) Also available on the Vendor List.


32. Similar function on the Purchase Order Lines. Line, Purchase History pops up a list of purchases for that line time. This is a real time saver for a Purchasing Agent:

33. Receiving Tolerance. Control your Over/Under Receiving by setting a Tolerance factor.

34. Track PO Original Qty vs. User Changes to the Quantity Field.


35. Purchase Order Receiving Expedite the receiving process with this new special form. Similar to the NAV form on the Sales Order side.


Inventory 36. “Inventory” has been added to the Main Menu. This is a much more logical

location and easier access to the many Inventory choices.


37. Worksheet Totals improved: Requisition Worksheet, Planning Worksheet,

Payment Journal, and more


38. Physical Inventory Journal – Improved the calculation routine in the

Physical Inventory worksheet. There is a new option to enable bringing in items without Ledger Entries. (“Items Not on Inventory”) Ideal for entering your beginning inventory balances for new Dynamics NAV users. Double click on the Batch Name to get to the Phys. Journal Select the Calculate Inventory Process:

See new options to select:

Include Items without Ledger:

This will allow the system to

Pick up “new” items that

Don’t have any ledger trans-

Action yet.

Zero Out Phys. Qty. Column:

Std functionality is to default

In the Phys. Count Qty the same

As the calculated qty. Some

end users prefer to have that

come in blank. Then when they

fill it in they know which ones

they have entered.

Disregard Indirect %:

If you have an indirect %

value on the item card, this

value is brought into the

journal. When you post the

journal with an indirect %, the

cost is increased by that

percentage.

Checking this will stop indirect

costs being added to the

posting.


The Gen. Bus. Posting Group: The Gen. Bus. Posting Group field comes in blank on a Phys. Journal entry. When posting the journal, the system will be looking for the GL accounts associated with a Blank (Gen. Bus. Posting Group) and the Gen. Product Posting Group. If you wish to redirect the postings to different accounts then enter a Gen. Bus. Posting Group here and the journal lines will come in with that value. When posting the journal, it will be using the value in the Gen. Bus. Posting Group with the Gen. Product Posting Group.


39. Item Card, General Tab, Added Supply Side and Demand Side Info w/

Net Avail.

40. Item Card FactBox with Item Picture:


41. Item Card and Item List, Sales, Added “History” and “Credit Memos” to

quickly launch a new form that shows to whom you have sold this item to in the past.


42. Item Card, Purchases, and Added “History” and “Credit Memos” to

launch a new form with the details of item purchases. You can see whom and when you have purchased this item in the past.


43. Item’s Unit of Measure has been enhanced to show the cost and price in

the alternative Unit of Measure.


44. “Line Comments” capabilities are better utilized with Extended Text. You

can now control WHERE the extended text is populated: Regular Line or Line Comment. (Options for Printing are also supported with Defaults Setup.)


Resources 45. NAV 2009 Resource List and Card w/ new FactBoxes:


New Reports

We include 4 frequently requested reports as well:

46. “Vendor Shipment Performance”


47. “Customer Shipment Performance”

48. “Sales History Detail”


49. “Purchase History Detail”


Administration / Setup 50. Default posting options by User. See Application Setup, User Setup

area. Example: Default to “Ship” for the Shipping Department users. (Administration, Application Setup, Users, User Setup)

51. Save time by having new Master Files pre-fill with default values.

Dimensions can default from these masters too!


Defaults Setup works for master records like Customers, Vendors, Items, Resources, and Jobs. Controllers can preset the vital information so the default fields fill-in automatically, consistently and accurately.

Comment on creating Master Data by using Microsoft Templates: Think of “Defaults Setup” as the primary default. The Templates are still available, but think of them as alternative Templates to the Default Master Setup. Access Defaults from Role Center “Actions”


Global Improvements 52. Quick Edit on List Windows: Added on Customer, Items, and Vendors.

(Vendors shown)


53. Kitting Improvements:

Listed here are the 4 key improvements to the kitting functionality: Additional Status fields on the Sales Lines to indicate Kit Setup:

Easily available menu choice to calculate the Rolled-up Kit Price if item is set to optional kit price roll-up.

Ability to view item substitutions on the Sales Kit Lines. You can select and automatically exchange the kit line for the substitute item.


Returning to the sales lines after substitution will auto-calc the rolled-up price.

54. “Archived Document” Enhancement. To enable the retrieval of Archived Documents we have added access to the documents from the “Copy Document” function. This is equivalent to the “Quote History” Granule. Notice you have access to Archived Quotes, Orders, or Invoices. (Actions, Sales Orders, Functions, Copy Documents)


55. “Charts” - 8 New Charts have been added.

Charts included in Foundation Pack.

To show these charts you must import these charts and then use the “Customize This

Page” option to place them on your Role Center.

1. My Items on Sales Orders (27-02)

This chart enables you to specify the top 10 Items that you need to track that are


on Sales Orders.

2. My Customer’s Balance Due (18-03)

This chart helps you monitor the AR Status of your top customers.

3. Posted Sales Invoices (112-01)

This chart lets you analyze the last 30 days of sales by Invoice.

You can expand the date horizon.

You can filter by customer or by dollar amount of Invoice.


4. SO Amounts (36-09)

This chart is a view of your “Backlog”.

Each open Sales Order is plotted by Shipment Date and Amount.

5. PO Amounts (38-09)

This chart is a view of pending “Purchase Orders”.

Each open Purchase Order is plotted by Expected Receipt Date and Amount.


6. AR by Salesperson (18-04)

This chart lets you monitor the effectiveness of collections by Salesperson.

7. RPO Cost Estimate (5405-03)

This chart shows Released Production Orders by Due Date and the Estimated

Cost of that Production Order.


8. Service Contract Values (5965-01)

This chart lets you visualize your Expiring Service Contracts by Expiration Date.

It also shows the Annualized Value of each Contract.

56. Simple Bill of Lading from Sales Shipment Document

From the posted Shipment Document you can enter Bill of Lading line information. This is stored so that you can print and reprint a Bill of Lading document whenever needed.


57. Improved Security Options:

Allows you to build Roles more efficiently. Requires “Client Monitor” granule. If you are not licensed for the Client Monitor, ask your reseller to assist you with the building of roles using this tool and the temporary use of the reseller’s license. The reseller must be present if you are using their license.


Use the Wizard to add permissions to a role.


Within minutes I have created a user Carolyn and created a user specific role for exactly what I expect Carolyn to be able to do in NAV.

58. CCSI’s RIM Data pre-installed.

Speed up new Company creation with our “Template” Company. This makes for a truly Rapid Implementation. Below is a list of the Tables that you will need to setup for a new client if you elect not to use our RIM Data. All you add: Customers, Vendors, Items, BOM, and Router

Populated Data Tables provided by Cost Control Software (78):

Table Name No. of Records

Company Information 1

Accounting Period 61

General Ledger Setup 1

No. Series 132

No. Series Line 131


G/L Account 278

Gen. Business Posting Group 1

Gen. Product Posting Group 8

General Posting Setup 13

Tax Business Posting Group 4

Tax Product Posting Group 5

Tax Posting Setup 13

Acc. Schedule Name 6

Column Layout Name 8

Tax Statement Template 1

Gen. Journal Template 10

Item Journal Template 10

Res. Journal Template 2

Job Journal Template 5

Req. Wksh. Template 4

Warehouse Journal Template 3

Whse. Worksheet Template 3

BOM Journal Template 2

Master File Setup Defaults 1

Dimension Value 3

Acc. Schedule Line 188

Shop Calendar Working Days 10

Tax Jurisdiction 14

Tax Group 4

Tax Detail 65

Tax Area 6

Tax Area Line 17

Source Code 65

Standard Text 4

Dimension 3

ZIP Code 29469

Country/Region 79

Language 50

Currency 52

Bank Account 2

Bank Account Posting Group 2

Sales & Receivables Setup 1

Customer 1

Customer Posting Group 2

Payment Terms 58

Payment Method 6


Reminder Terms 2

Finance Charge Terms 4

Shipment Method 28

Marketing Setup 1

Business Relation 5

Mailing Group 5

Customer Template 2

Service Mgt. Setup 1

Purchases & Payables Setup 1

Vendor Posting Group 2

Purchasing 3

Inventory Setup 1

Nonstock Item Setup 1

Inventory Posting Group 3

Inventory Posting Setup 3

Unit of Measure 25

Rounding Method 21

Warehouse Setup 1

Resources Setup 1

Resource 8

Jobs Setup 1

FA Setup 1

FA Journal Template 2

FA Reclass. Journal Template 1

Insurance Journal Template 1

Depreciation Book 1

Human Resources Setup 1

Manufacturing Setup 1

Production BOM Header 3

Capacity Unit of Measure 3

Work Shift 2

Shop Calendar 2

These tables come pre-loaded with excellent start up data. There will be some editing required, but it is much quicker to edit than to build from scratch. The company name is “Your Name Here, Inc.”


We also provide: “CRONUS- Rename me-FP RIM Co.” – To start your company, just Rename Company, Add Customer, Vendors, Items, and Resources. Start Entering Transactions. (20 min Launch) Example: Re-name to: “Bob’s Metal Fabrication, Inc.”

You can “Backup”, “Rename”, and “Restore” to preserve the base data for populating multiple new companies at a client site. If you elect not to utilize our “Template” Company, then just delete this company.

NEW: Enhanced “Clear” function to delete ALL Practice Transactional Data and save all Master Files and Setup Data. Run just before you start the “Go Live” process. Due to the power of this function, please call our office to find the launch point. (317) 846-6025 59. E-Mail Documents as PDF.

You can now with one click, send your Invoices, Credit Memo, Quotes, Purchase Orders, Order Confirmations, and more as an E-Mail Attachment. The recipient E-Mail address auto populates, the “Subject” auto populates, and the e-mail Body auto populates.


Hierarchy: - If no e-mail on Customer Card, no E-Mail Defaults, and no Customer

specific E-Mail Communication is set up; then e-mail must be populated manually.

- If no Customer specific e-mail communication setup, Uses e-mail on Customer Card, and E-mail Defaults. E-Mail Defaults shown below.


- If Customer Specific E-Mail is setup, the system uses the Customer specific e-mail communication values. Access from the Customer Card. (Sample for The Cannon Group shown below) Enables: Multiple E-Mail Addresses on Send To and on CC.

So, the quickest setup is to just use the e-mail address on the Customer Card and the Global Defaults for the Body Content.


60. Better Utilization of Fact Boxes & Picture Boxes

We now have the important “Supply and Demand” Fact Boxes on almost every Inventory List and Ledger Item List.

61. Future Feature Coming Here Soon.


Why use “Foundation Pack” from Cost Control Software?

Start with a more complete and ready to use database.

“Initialize” your new company from our Template Company. (5 min)

“RIM” Data Set included for an even faster implementation. 70+ Tables are pre-populated with startup data.

Reduce the Dynamics NAV technician’s on-site time

Stay within your implementation budget.

Improved look and feel increases ease of use for new users.

Minimizes user error. Ie: posting on incorrect posting dates.

Reduce Training costs. Other great Add-ons available for “Foundation Pack” (Formerly Starter Database): 14005170 – Reports Pack 14022680 – Business Snapshot Plus 14005160 – Pop-up Notes 14005260 – Customer Deposits


Distributed by: Cost Control Software Inc 15443 Oak Road Carmel, IN 46033 317-846-6025

We are working on:

1. Utilization of “Heat Maps” to Customers & Vendors. (Future: JM Heat Map of Jobs)

2. Inventory Supply and Demand Graph over Time. (Visualization)

3. Chart Part Wizard – So user can build their own Chart Parts 4. Company Information Card – Add Comment Button.