Streamline product consumption during projects with additional functionality and reporting
Manufacturers have multiple critical released products and the production process (with multiple levels) involves inheriting that Critical status on the component or sub-component, causing issues when drawing down for project consumption.
The Project Inventory Tracking accelerator for Microsoft Dynamics 365 Finance and Supply Chain Management helps ensure that goods are reserved for the production project without complexity; by tracking projects and monitoring the impact on logistics, specific products to be purchased, related stock movements, and forecast orders, plus providing Project Managers with an analysis via a Power BI dashboard.
Speed up sales and finance processes when dealing with complex customer groups with different roles in the supply chain.
Businesses who deal with a customer groups have various roles throughout the group within the sales cycle. For example, Ordered by, Delivered to, Invoice to and Paid by. Often the “invoice to” and “paid by” will be different, but standard Microsoft Dynamics 365 Finance and Operations functionality is not sufficient to handle this.
The Third Party Payment accelerator helps by allowing users to enter the payment with the two different accounts (Paid By / Invoice to) on the ledger journal.
Work Breakdown Structure (WBS) is a best practice approach when organizing projects, particularly in large and complex industrial planning.
The Project WBS Management accelerator for Microsoft Dynamics 365 Finance and Operations helps manufacturing companies manage tasks, priorities and resources; providing additional reporting for forecasting and planning; without the need for Project Managers to switch screens or input duplicate information.
Streamline your project quote process and align project management and sales
The Project Quotation accelerator alleviates the following challenges in using standard Microsoft Dynamics 365 Finance and Operations functionality:
The integration and subsequent transfer of project quotation information from the sales agreements and project modules is manually carried out; quotation establishment can only be done through the sales price and for services (hours, expenses);
prices are set up in the Project module; items are retrieved from sales trade agreements, plus it isn’t possible to set a total or line discount when preparing quotes.
This lack of integration and flexibility affects productivity and efficiency in managing the commercial side of projects.
Manufacturing Project Managers need to have a view across multiple areas of large production projects, quickly and easily to ensure project financial and delivery KPIs are on track.
The Project Overview accelerator helps by providing one single screen surfacing key information such as billing rules in project contract, project deliveries: summary of item requirements and item forecasts, upcoming invoicing and current or late invoicing, within Microsoft Dynamics 365 Finance and Operations.
Organizations with conditional trade agreements with vendors (based on quantity, price and discount) benefit from better visibility on quantities ordered to obtain a better price from suppliers.
Plus if you have multiple warehouses and need to improve inventory management; each warehouse can assist the other warehouses to resolve out-of-stock situations within Microsoft Dynamics 365 Finance and Operations.
The additional functionality in this accelerator helps by:
Optimizing planned purchase orders to align with conditional trade agreements by quantity
Creates a logistical process in sales order entry so deliveries are organized between warehouses or direct from vendor
Improves sales order deliveries to select the best delivery warehouse
Easily evaluate supplier performance in real-time.
The manual entry of data in standard Dynamics 365 to assess supplier performance can slow down productivity, the Vendor Auto Evaluation accelerator helps by automatically feeding relevant fields from operational transactions, to assess selected vendors’ performance based on multiple criteria, within Microsoft Dynamics 365 Finance and Operations.
Improve the sales order entry process with better and more detailed connection to inventory and products.
The Sales Kits accelerator helps by working with BOM assemblies and product lines in Dynamics, it allows the user to prepare the “kit” at the point of order and take the components out of stock immediately. At the same time, the “kit” can be added directly into the customer’s order., within Microsoft Dynamics 365 Finance and Operations.
The Item Versioning accelerator helps manufacturers and distributors put better controls in place for item version change management.
The Item Versioning accelerator helps manufacturing companies by centralizing escalation requests for item changes, providing a framework and process for version changes of released products and the ability to store tasks and allow notifications of changes throughout the organization.within Microsoft Dynamics 365 Finance and Operations.
Integrated financial tools to support your international supply chain when dealing with tax. invoicing and legal frameworks overseas.
This Finance Pack accelerator provides additional functionality for import chart of accounts, DAS2 and NAF requirements for tax and settlements, accounts receivable and payable reporting, check letters, invoice batch management, transaction previews and VAT ID checks.