Microsoft Navision 4.0, SP1, LIT, MVL, CD 271-01837 User Manual

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M I C R O S O F T   B U S I N E S S   S O L U T I O N S – N A V I S I O N   4 . 0

E N H A N C E M E N T S

Respond quickly and effectively to customer enquiries in a

personalized way

Transparency and Analysis enhancements help customers

take sales orders more efficiently and design their own

simple reports in Microsoft Navision for better analysis of

their business.

Enhancements in the user interface help sales assistants

to work directly in the system when taking an order.

Information about item availability, substitutes, prices and

discounts are contained in a single view, which makes it

easy to provide quick answers to customer questions.

Sales people can do away with the “paper and pencil

steps”; instead of continually hopping between interfaces

and from notepad to screen, they can now access key sales

and customer information immediately.

They can provide more personalized assistance to

customers, with quick access to clear overviews in the

customer’s “Sales History” window. For example, if a

customer’s current order of an item is much less than their

previous orders, the sales assistant can make sure this

change is intentional. Efficiency can be improved with the

“copy to document” functionality, to copy information

directly from the sales history window. They can also speed

up searches with a new sorting by column option.

Make Informed Decisions on a day-to-day basis

Three new features for reporting, Analysis Reports, Sales

and Purchase Budgets and Analysis views by Dimensions

are ideal for smaller companies with simple reporting

needs. These are companies with few concurrent users

that work with data of limited complexity. Now, they can

create their own reports right within Microsoft Navision,

working in the familiar user interface they are used to.

Be flexible with your analysis views: 

Microsoft Navision helps

decision-makers in small companies create their own

customized reports with Analysis Reports. Users can create

reports based on records of their posted transactions, for

example, sales, purchases, transfers and inventory

adjustments. In a customizable report, information can be

combined, compared and presented in meaningful user-

Transparency and Analysis Enhancements

Supply Chain Management

defined ways. In this sense, the analysis report is very

similar to a PivotTable report in Microsoft Excel.

For example, customers can create a personalized report

that focuses on their key accounts in terms of total

turnover both in amounts and quantities sold, gross profit

and gross profit percentage during the current month. The

report can compare those figures with the results from

previous months or the same month last year, and

calculate deviations. All this can be done in one and the

same view, with the possibility to navigate to the cause of

identified problem areas by drilling down to the level of

individual transactions.

Trace quickly to the cause of the problem: 

When customers

spot a problem, for example, declining turnover, they can

quickly find out why. Once they do this, they will then be

able to drill down to the cause of the problem in order to

make the necessary decisions.

Analyze data in real-time: 

Customers get their needed views

without leaving the familiar Microsoft Navision user

interface. As many decisions are made on a daily basis, the

information used for those decisions has to be real time.

Their important data doesn’t get lost as it’s all in one

system.

Support sales and purchasing budgeting and budget follow-up

in monetary values and quantities: 

Sales and purchasing

budgeting is often a manual process for smaller

companies. The sales manager can use Sales and

Purchase Budgets to get the necessary historical

foundation in order to make a sales budget. This can be

done both in terms of monetary values, and, even more

importantly, in quantities as well.