The top 50 enhancements from Vox that every Canadian Manufacturer need:
- Standard outward facing reports that have the same look and feel, customers and vendors get to know you by the documents that you send them – they are your brand, it is important to have a consistent message and look: the following reports are included in our customized reports:
- Sales Quotation
- Sales Order Acknowledgement
- Pack List
- Invoice
- Proforma Invoice
- Sales Credit memo
- Purchase Quotation
- Purchase Order
- Purchase Credit memo
- Archive reports that detail ‘versions’ of the master documents, these include
- Archive Sales Quotation
- Archive Sales Order
- Archive Purchase Quotation
- Archive Purchase Order
- Financial Statements: we have created your initial statements, we understand that your Chart of Accounts will be different; however the ‘look and feel’ has been created and it is an easy matter to replace our ‘default account numbers’ with your ‘actual accounts’.
- Monthly Balance Sheet
- Monthly Income Statement
- Labels for inbound and outbound shipments:
- Receiving labels: originating in the Purchase Receipt process can be printed on standard ¼ page labels using a standard printer – we suggest ‘red labels’ for product that requires inspection and ‘green labels’ for product that is released to production.
- Shipping labels: originating in the Shipping process can be printed on a standard office printer – often we find that certain customers have special requirements whereas other customers would use your default label – we have the ability to print several formats.
- Importing data from CAD:
- Production Bill of Material upload: we have the ability to upload your CAD parts list into NAV’s production bill of material. This feature uses Excel and uploads to NAV’s built-in edits to ensuring data is clean.
- Importing Work Breakdown Structure (WBS) data from project management software:
- Job Task List upload: we have the ability to upload your project management WBS into NAV’s Jobs Task Lists, This feature uses Excel and uploads to NAV’s built-in edits ensuring data integrity.
- Job Planning Lines upload: we have the ability to upload your project billing and expense schedules into NAV’s Job Planning Lines using Excel and uploading directly into NAV’s built-in edits ensuring data integrity, avoiding keying errors, and in many cases a lot of repetitive work.
- Long Descriptions and specifications: when standard NAV descriptions of 50 characters are just not enough. We have developed functions that manufacturing companies need to communicate with customers, suppliers and manufacturing floor; these include:
- Item Long Description: a feature which allows a 250 character description of Items that can be optionally printed on ‘outward facing reports’ such as Order Acknowledgements, Packing Lists, Invoices, Purchase Orders. The Long description automatically truncates to the first 50 characters and populates NAV’s standard Item description and is used system wide in a plethora of reports.
- Resource Long Description: a similar feature to the Item Long Description for a better definition of the Resources
- Sales [Item] Specification: a very large description that is associated to Sales items and can be optionally printed on Sales documents – this feature is used to detail sales related information about the Item, examples: features list, safety requirements, limits and exclusions,… The feature uses most Word functions and can be pasted into.
- Purchasing [Item] Specification: similar to Sales Specifications except that it is associated to Purchased items and can be optionally printed on Purchase documents – this feature is used to detail purchase information to your suppliers, examples: tolerances, ‘must-haves’, packaging, …
- Manufacturing [Item] Specification: similar to Sales and Purchasing Specification except they are intended for Manufacturing use – usually used for handling, special characteristics, safety documentation.
- Order management: manufacturing companies have a lot of orders in-play at any point-in-time and time spent on their administration is not necessarily best use of time, so we have developed functionality to help:
- Purchase Items to a Production Order directly: from the Production Order we can create a Purchase Order that can be actioned and received into inventory. Bypasses the need for the material planning processes.
- Over/under receive Purchase Orders: we have developed functionality that permits over or under receiving a PO. The function records the original Purchase quantity and uses ‘actual’ received as the inventory update. Metrics can be developed to rank vendor by their ability to deliver as ordered.
- Sales Order ‘On Hold’: we have developed functionality that can place a Sales Order ‘on hold’ while administration takes its’ course. An order ‘on hold’ cannot be shipped; however cash receipts can still be recorded on the customer and other orders can be shipped to same customer. Examples: weather sensitive shipments can be placed on hold until a favourable forecast is in sight, entry papers not in place, requires special handling equipment, ….
- Production Order copy: standard NAV does not have a ‘copy feature’ for Production Orders – we created a function.
- Reporting partial completion: this feature triggers consumption based on a partial receipt.
- Accept Action messages on Planning Worksheet: standard NAV requires a checkbox to accept a suggested action (Production Order, Purchase Order, Transfer Order) and in a normal Manufacturing plant this could be a very long list. We have developed functionality to ‘filter’ on specific attributes and with a ‘click’ you can select or deselect the Action messages.
- Change status on selected Production Orders: standard NAV requires that you ‘change status’ on Orders one-at-a-time, this can be a very long list and a very tedious task. We have developed functionality to change status on either a ‘filtered list’ or a ‘selected list’.
- Production Order Sequencer: we have developed functionality that is used to create ‘dispatch list(s)’ for the manufacturing floor. Production Orders can be sorted by specific attributes and prioritized based on the Production Planner’s requirements – a sequence number is assigned to the Order and resulting list can be exported to Excel to be printed or displayed on Manufacturing floor monitors.
- Transaction Lists: the era of reports is quickly disappearing, a well filtered list can be the equivalent of many ‘hard coded’ reports replacing the need for formal reports with lists that can interrogated or exported to Excel or Word. We have added several transactional lists which are viewable, filterable, exportable and up-to-date. Included in our additional lists are:
- Sales Order Lines
- Posted Sales Invoice Lines
- Posted Sales Shipment Lines
- Purchase Order Lines
- Posted Purchase Receipt Lines
- Posted Purchase Invoice Lines
- Improved references on table views: we have added detail to several table views are not exposed in standard NAV. These data use the concept of ‘flow fields’ which really means the information we are associating is contained in another table which would normally not be accessible in the same view, for instance an account reference would typically be related to a Vendor No or Customer No and to find out the name you would have to go to another view – we have made the link for you. We have added this feature to many views. examples include:
- Vendor name on accounting transactions (payment journal)
- Vendor or customer name on general ledger transactions
- Add-in functionality: we have developed several ‘sub-systems’ that are available as an ‘add-in’. Examples include:
- Labour Reporting: an add-in that tracks Employee Attendance, Direct Labour on Production Orders, Indirect Labour. This functionality uses bar code scanners from the manufacturing floor to report time and production directly into NAV’s database.
- Shipping Containers: an add-in that is based on large order shipping requirements and pallet tracking with special labels. Based on standard NAV without Warehouse Management.
- Quality Measures: an add-in that records Quality Tests on specific lots and ‘pass/fail’ reporting. Requires Lot Tracking.
- Auto-assign Lot Numbers: an add-in that automates the assigning of Lot numbers. Requires Lot Tracking.
- Shipment Verification: an add-in that ‘cross-checks’ the packaging function with what was entered on the Sales Order and Pick List ensuring that what gets put in the box was what was on the order. Requires Bar-coded products.