Connect multiple warehouses throughout key touchpoints in your production, quality, sales and inventory processes – for the bigger picture.
If an external warehouse management system is being used it is difficult to achieve visibility and control over key areas which affect sales, procurement, inventory accuracy and ultimately your customer experience.
The WMS Connect accelerator for Microsoft Dynamics 365 Finance and Operations allows users to see received products, delivered products and inventory management in external warehouses and your WMS systems via integration at 9 key touchpoints.
Reduce administration and save time when billing expenses to customers, with automatic rules for client, type and worker.
The Project module in standard Microsoft Dynamics 365 Finance and Operations may not provide enough flexibility for you when invoicing expenses to customers.
By separating the cost and sales expense, the Expense Management accelerator helps boost efficiencies by allowing users to set automatic rules for customers, type of expenses and team person role; inheriting values from expense and pending invoice journals. Rules have also been added to allow invoicing a day package.
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.
Reflect the company structures of your customers to help you with financial, logistics and project processes.
Organizations deal with customers that are often structured within groups (parent, sister, local or international) and must adapt their processes according to the role the various companies within the structure play.
The Customer Hierarchy accelerator for Microsoft Dynamics 365 Finance and Operations helps distribution companies to structure their customers in specific ways, with levels that once set, are inherited automatically (for example if you have a customer group organization by county, country and international) and create a link between customers within sales and project processes; which leads to increased productivity and optimized delivery and invoicing.
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.