navitrans 365 capability guide
TRANSCRIPT
Navitrans 365 Capability Guide
Navitrans has one goal:
Make logistic service providers excel!
With extensive and easy-to-use functions for road transportation, sea- and air- freight, intermodal transport and public ware-
housing, Navitrans is the most complete out-of-the-box logistic software in the market today. It consists of 3 main modules:
Navitrans Transport, Navitrans Forwarding and Navitrans Warehousing. The three modules are designed to work
independently; however, they also seamlessly integrate.
Navitrans is developed on Dynamics 365 Business Central, the all-in-one business management solution (ERP) from Microsoft.
The integrated finance module offers flexible options and tools to setup a company and its bookings for the chart of accounts,
general ledger, VAT declarations, periodic and recurring journals.
The result is a fully integrated company-wide solution with an abundance of features and functions that enable everyone in your
organization to optimize their daily activities, make smart decisions and deliver your customers the service they expect.
This guide describes the capabilities(1) of each of the Navitrans modules:
Navitrans Transport ........................................................................................................................................................................................................... 3
Finance Management (Microsoft Dynamics 365 Business Central) ................................................................................................................ 23
General Capabilities ........................................................................................................................................................................................................ 31
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Navitrans Transport
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Navitrans Transport
Logistic Set-up Tariffs
Define parameters for customers and vendors, create transport
addresses to store information about loading and unloading. Register
opening hours and closing days.
Set up vehicles, trailers, containers and other resources. Set up
drivers, dispatchers, warehouse employees, mechanics and cleaners.
Define ADR and waste information for goods and resources. Define
transport qualifications for special resource requirements, for example
a tail lift for a vehicle.
Create simple tariffs such as price per weight, loading meter, … or
more complex tariff tables based on a level matrix with all possible
combinations of departure and destination locations or zones. Fixed
prices between two locations, pricing per service level, for holidays or
weekends.
Set up automatic pricing for transport, additional tariff for pick-up or col-
lection. Pricing for cleaning, ADR goods, cash on delivery, waiting hours.
Possibility to copy and adjust tariffs for new period, new customers.
Departments and sub departments Distance, driving time, toll
Define your business units as departments and sub- departments for
registration of transports, price allocation, planning, reporting and
business analysis. Business units per transport modus (road, ocean,
air…), type of load (full load, partial load), type of delivery (distribution,
express) or destination.
Geo-locate all addresses. calculate distance, driving times with
different vehicles, toll and tunnel costs.
Transport Price Calculation Calculate in detail the internal cost of a transport. Based on realistic
costs, sales price simulations are possible.
Set up automatic pricing for transport, additional tariff
4 / 18 for pick-up, collection, cleaning, ADR goods, cash on
delivery, waiting hours.
Navitrans Transport
Transport Order Registration
Register transport orders from a customized order input page offering
only the required information.
Create multimodal transport files combining transport by road, sea, rail,
air and inland waterways. Create time tables and register prices per
shipping line.
Model Files
Store repetitive orders in model files for future reference. Create orders
from model files to avoid manual entry. Automatically create repeating
transport orders for each day of the week.
EDI Orders
Receive orders from your customer with EDI. Create, modify and cancel
transport orders through the Navitrans XML structure. Troubleshoot and
handle conversions during and after the import proces.
Instructions
For special requirements, set up recurring customer and transport
address instructions. Add one-time instructions to transport files or for
planning.
Transport Planning Organize, split and combine transport orders to prepare for efficient
planning. Filter, sort and group orders to plan, combining collections,
deliveries, direct movements or shuttles with the same load and
unload addresses or zones.
Register detailed information in the individual load, unload, pickup,
deposit actions.
Plan on a day agenda. Drag and drop transport files and trips on the
timeline. Receive planning warnings when you plan on a resource that
is not available or not suitable, a combination that is not allowed, of
which the licenses are overdue.
Receive orders from your customer with EDI. Troubleshoot
5 / 18 and handle conversions during and after the import
process.
Navitrans Transport
Planning Visualisation and Automation
Calculate distance, time, toll and CO2 on planned trips. Visualize
planned time on timeline planning.
Optimize the order of loading or unloading actions within a trip based
on the location of the addresses and opening hours.
View planned trips on a map or plan deliveries on trips from the map.
Dispatching
Control all actions that are executed, allocate correct prices, (re-)cal-
culate distance and driving times.*
Actions include: Insert/remove additional depot, hook off/on a trailer or
container chassis from/to a vehicle at a certain address, split/regroup
trip, performed by other resources, drivers exchange trailers at a given
address, add multimodal transport, including transport via sea, rail, air
or inland waterways, transfer goods to another vehicle or trailer, move
goods to a given loading unit of a vehicle or trailer, add an extra action
– begin or end action.
* Requires xServer
Communication with drivers
Send trip information and instructions to the Navitrans Driver App.
Receive load- and unload orders on a smartphone. Start and stop
tasks, fill shipment information, exchange packages and report
anomalies. Add pictures and sign on glass.
Send trip information and instructions to 3rd-party on-board comput-
ers or mobile devices.* Receive back information about trips (mileage,
start and stop times), vehicle position. Exchange messages to and
from drivers. Information exchange in real-time or via batch. * List of brands included out-of-the-box available on request.
Subcontractors Sell transport orders or trips to subcontractors on the spot. Compare
subcontractor price agreements or look up historical vendor costs.
Plan subcontractor vehicles, trailers and drivers like your own. Automatically calculate costs on trips executed by subcontractors.
Send settlement proposals for expected purchase invoices to subcon-
tractors. Save time and effort by controlling and booking incoming
purchase invoices based on these proposals.
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Plan on a day agenda or on a Timeline. Drag and drop
transport files and trips on the timeline.
Navitrans Transport
Trip administration Incoming invoices
Add actual loading and unloading trip information, from on board
computer or via manual input. Automatically add pricing for loading -,
unloading - or cleaning time (based on actual weight or quantity).
Match incoming invoices with budgeted cost lines or settlement pro-
posals. Approve invoices from a distance on any device.
Invoicing
Intercompany invoicing
Define invoice frequency and conditions per customer. Create sales
invoices tailored to individual customer demands. Define document
layout, sorting, and grouping per sub department or customer.
Process invoices for single files or via the automated batch procedure.
Approve individual services, exclude specific services or customers
from the procedure. Track anomalies. Make invoice simulations.
Automatically post, & print invoices
Electronic Invoicing
Distribute invoices electronically. Automatically add company style to
PDF documents. Automatically attach conditions of sales and proof of
deliveries to the email.
Set up business units as departments or companies. Settle costs and
services between these business units. Create invoices between com-
panies based on a percentage of the file revenue or set up detailed
interdepartmental settlements or intercompany invoicing based on
tariffs or tariff tables. Consult the settlement and intercompany details
in the profitability calculaton.
Profitability Calculate profitability of transports files, trips, resources based on factual
data from on board computer or theoretical data calculated by xServer.
Analysis questionnaires Record quality information about transport and warehouse orders
based on a set of questions, for reporting and improving service
reliability to customers.
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Calculate distance, time, toll and CO2 on planned trips.
Visualize planned time on timeline planning.
Financial Management
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Financial Management
Accounts Schedules Basic General Ledger
Powerful financial reporting tool that can help accountants and finan -
cial analysts to extract the most essential business data from the chart
of accounts, cash flow accounts and cost types into financial reports,
which can be used to efficiently monitor the health of the business and
provide valuable input for the business decision makers.
You get to choose the accounts you want to monitor and report on,
change the order of the accounts, and combine figures in various
ways, set up which columns to print, change the description of the
accounts and supply them with additional notes.
In addition, you can make simple calculations on the data you selected
on the accounts schedules worksheet, and compare current figures
with historical ones and with your budgets.
Allocations
Allocate general ledger entries to combinations of accounts, depart-ments,
and projects using allocation keys based on amount, percentage, or
quantity. This feature is available through Recurring General Journals.
This module includes all the basic functionality necessary for setting
up a company and posting to the general ledger, chart of accounts,
general journals, VAT facilities, recurring journals, and source codes.
Also includes:
Facilities for internal and external reporting.
RapidStart Services
Workflow for approval of sales and purchase documents.
Posting and reporting in your company’s base currency.
Posting and reporting in an additional currency with the addition of
the Multiple Currencies module.
Capability to export data from any form to Microsoft Word or
Microsoft Excel® using style sheets.
Capability to link to external documents.
Two languages—U.S. English and one other.
Set up sales and purchase documents archiving.
Background posting.
Powerful financial reporting tool that can help
9/18 accountants and financial analysts to extract the most essential business data from the chart of accounts.
Financial Management
Deferrals Basic Fixed Assets
Set up deferral templates that automate the process of defer-ring reve-
nues and expenses over a pre-defined schedule. This enables
companies to easily recognize revenues and expenses in periods
other than the period in which the transaction is posted.
Inter-company Invoicing
Set up business units as departments or companies. Settle costs and
services between these business units.
Create invoices between companies based on a percentage of the file
revenue or set up detailed interdepartmental settlements or inter-com-
pany invoicing based on tariffs or tariff tables. Consult the settlement
and inter-company details in the profitability calculation.
Manage accounting for more than one company in the same posting
process. The companies can be in the same or in one of several dif-
ferent databases.
You can also send documents to partner companies. Users control the
document flow through an Inbox/Outbox feature, and transactions are
completed as general journal transactions or through receivables and
payables, which enables the use of currencies and correct reconciliation.
Keep track of fixed assets such as buildings, machinery, and equipment.
You can also post various fixed-asset transactions: acquisitions, depreci-
ation, write-downs, appreciation, and disposal. For each fixed asset, you
set up depreciation books in which the methods and other conditions used
for calculating depreciation are defined.
You can set up an unlimited number of depreciation books to satisfy
legal requirements, and for tax and internal accounting purposes.
This module is well suited for international companies that need to use
many depreciation methods.
Fixed Assets Allocations Allocate different percentages of fixed asset transactions, such as
acqui-sition cost and depreciation, to different departments or projects
by using allocation keys. Useful for when several departments share a
fixed asset.
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Keep track of fixed assets such as buildings, machinery,
and equipment.
Financial Management
Reclassification
Reclassify a fixed asset or part of a fixed asset—for example, from one
department to another. You can split one fixed asset into several fixed
assets, or combine several fixed assets into one fixed asset. When you
need to dispose of one part of a fixed asset, you can split it into two
assets and then dispose of the appropriate one.
Advanced Dimensions
Advanced Dimensions provides unlimited dimensions for use in trans-
actions in all ledgers. You can name all the dimensions according to
what is most appropriate for your business. In addition to an unlimited
number of dimensions, this module includes advanced dimensions
functionality that enables you to set up rules for how to combine
dimensions and dimension values.
This helps you control the use of dimensions and increases the
reliability of output based on dimensions.
You can also: Set up rules for prioritization of default values and define
dimension rules to fit your specific business.
Set up and use analysis views to analyze general ledger
transactions per dimension and combine dimensions as you want.
Combine analysis of dimensions with the use of account schedules.
Basic Dimensions
Add two additional dimensions to the general ledger and to any of the
other ledgers in Navitrans for greater flexibility when working with
analytical tools.
You can give the two dimensions the names that are most appropriate
for your business and assign dimension codes to each transaction that
involves a general ledger account, customer, vendor, fixed asset,
resource, job, or inventory item.
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You can name all the dimensions according to what is
most appropriate for your business.
Financial Management
In addition, you can define default dimension values and rules for the
default values for all account types (general ledger, customer, vendor,
item, and so on) to help you easily add dimensions to all transactions.
This module can be used in companies that, for example, have several
projects, regions, or profit centers.You can also use it to:
Closely analyze projects in companies that work with projects
across departments and functions.
Generate a statement of operations for a company car account,
where the individual automobiles are set up as projects.
Establish a single account for all company cars, even though a
detailed statement per car is called for.
Print a balance for a given department or project or for combina-
tions of the two.
Companies
Provide competitive pricing if your business needs more than one
company.
Multiple Currencies
Manage multiple currencies throughout the system, including paya-
bles and receivables, general ledger reports, resource and inventory
items, and bank accounts (when integrated with the Cash
Management features).
With Multiple Currencies, you can:
Enter exchange rates and convert currency in full compliance with
euro legislation (including “triangulation”) in the European Monetary
Union (EMU) countries. Triangulation is the required method of
currency conversion during the transitional period of the euro.
Perform currency conversion according to exchange rates that are
stored and maintained in the exchange rate table.
Set up a currency in the exchange rate table and specify the
format so that amounts will always be shown in the correct format
on all forms and reports throughout the system.
Enter exchange rates for a date or for a period in the exchange
rate table.
Manage multiple currencies throughout the system,
12 / 18 including payables and receivables, general ledger
reports, resource and inventory items, and bank accounts.
Financial Management
Calculate the exchange rate associated with the date on the trans-
action for each conversion of a currency amount to a local amount.
Save historical exchange rates in the exchange rate table to keep
track of fluctuations over a period of time.
Transact business in any number of currencies for any customer and
vendor. For example, companies can issue an invoice in one currency
and accept payment for that invoice in a different currency.
Manage currency conversion dynamically and help ensure
efficient processing of exchange rate updates.
Store details of transactions involving receivables and payables in
local and foreign currencies so that aging and reports for receivables
and payables can be printed in local or foreign currency.
Use the Exchange Rate Adjustment option to adjust receivables and
payables and post unrealized gains/losses to the general ledger.
Bank Account Management
Create, operate and manage multiple bank accounts for catering to
your diverse business needs and across different currencies.
Electronic Payments
Create payment proposals based on vendor documents and generate
bank payment files in ISO20022/SEPA format or use the Bank Data
Conversion Service for generating the appropriate electronic payment
file for your bank.
Easily keep track of the payment export history for your electronic pay-
ments and recreate a payment file whenever needed. Apply payments
comes with simple streamlined process to mark and process the
desired transactions.
Reconciliation of Incoming and Outgoing
Bank Transactions Import bank transaction data from electronic files sent from your bank
in ISO20022/SEPA format—or use the Bank Data Conversion Service
for other file types.
Apply the bank transactions automatically to open customer and
vendor ledger entries and create your own mapping rules. Review the
proposed applications and account mappings in an easy and intuitive
way. It is possible to modify the algorithm behind the record matching
is possible by modifying, removing or adding rules.
Easily keep track of the payment export history for
13 / 18 your electronic payments and recreate a payment file
whenever needed.
Financial Management
Bank Account Reconciliation
Import bank statement data from electronic files sent from you bank in
ISO20022/SEPA format—or use the Bank Data Conversion Service for
other file types. Reconcile your bank statement data automatically to open
bank account ledger entries and keep track of all bank statements.
You can also reconcile your bank payments in the Payment
Reconciliation Journal, completing payments and reconciliation in one
place and in one step.
Now you can match customer payments, vendor payments, and bank
transactions all in the Payment Reconciliation journal. You can also
filter the statement information to view only the transactions that need
attention, hiding those that do not.
You can see a summary of outstanding bank information and drill-
down to see the detail in payment reconciliation. To verify before
posting the reconciliation, you can print the outstanding bank
information on a test report.
Basic Receivables
Set up and maintain the customer table. Post sales transactions in
journals and manage receivables; register customers and manage
receivables using general journals.
Together with Multiple Currencies, this module can post sales transac-
tions and manage receivables in multiple currencies for each customer.
Basic Receivables is integrated with Basic General Ledger and
Inventory and is required for the configuration of all other Sales and
Receivables module.
Sales Invoicing is also frequently used with this module.
Sales Invoicing Set up, post, and print customer general sales invoices and sales
credit memos.
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Import bank statement data from electronic files sent
from you bank in ISO20022/SEPA format.
Financial Management
Basic Payables
Set up and maintain a vendor table, post purchase transactions in
jour-nals, and manage payables. Includes the vendor table and
enables you to generate vendor ledger entries using general journals.
Use this together with the Multiple Currencies module to post pur-
chase transactions and manage payables in multiple currencies for
each vendor.
This module is always used if your solution requires a vendor table. It
is integrated with General Ledger and Inventory and it is required for
the configuration of all other Purchase and Payables module.
Purchase Invoicing is also frequently used with this module.
Purchase Invoicing
Set up, post, and print general purchase invoices and purchase credit
memos. This module is integrated with General Ledger and Inventory.
Workflow for incoming invoices
Model real-life business processes such as best practices or industry-
spe-cific standards. For example, ensure a customer’s credit limit has
been independently verified or require a two-person approval for a
significant vendor payment.
Workflows focus on three main building blocks and workflow
processes, short or long, are likely to be comprised of steps related to
these three blocks, which are:
Approval—leave a work task, item, or document in a blocked or
unapproved state until approved by a suitable person in your
organization.
Notification—tell users that something has happened and/ or that
they need to take some kind of action.
Process automation—execute a process routine and have the
sys-tem calculate something or perform an action.
Along with approval, notification, and process automation, workflows
in events react to real parameters in your business.
Workflows can be triggered by credit limits, geographies, totals, indi-
vidual owners, or any one of hundreds of other potential conditions.
Along with approval, notification, and process automation,
15 / 18 workflows in events react to real parameters in your
business.
General Capabilities
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General Capabilities
KPI dashboard
Define standard or personalized key performance indicators per com-
pany, department. Graphic presentation on a KPI dashboard or in the
role center for each user, showing targets, evolutions and information
sources.
Report Scheduling
Users can schedule any report to run at a given point in time – either
as reoccurring or one time – and be bundled into an Inbox on the Role
Center.
Job Queue
Automate service or schedule tasks. For example, you can automatically
generate service contract renewals or service contract invoices.
You can set up the program to automatically check whether there are
any batches to be processed on a specific date.
Multiple Languages
Switch languages on the client in real time, provided that the language
is available in the program. The language module can be used to run
multilanguage functionality.
Currency exchange rates Update currency exchange rates using third-party web services that
deliver exchange rates as XML files or streams.
Updates can be performed manually or automatically using the job
queue functionality.
Yahoo and European Central Bank (ECB) currency feeds are supported
out of the box, and other currency services can be added mapping the
data in the feed into the currency exchange rates setup, a task that can be
done in the end user client without developer permissions.
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Inform users of all kinds of events via alerts by text
message, mail, notifications or via the Navitrans agent.
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(1) This guide describes in general terms the capabilities of Navitrans. It is provided for information purposes only and is subject to change without notice. It is provided “as is” and is not warranted to be error-free.
No rights for any specific feature or function may be derived from this document. Local restrictions or variations may apply. This information is not intended to constitute tax, accounting, legal or other professional
advice or to be used as a substitute for specific advice from a licensed professional.
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