foundation pack (id: 14,005,200) designed for dynamics nav ... · designed for dynamics nav 2009...

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“Foundation Pack” (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with

49 great features all in one FOB

Help our environment – “Do not print this document” Why Foundation Pack from Cost Control Software? Executive Summary

Repetitive programming - is not cost effective

Foundation Pack eliminates the disadvantages of using “database.fdb” :

Expected features are discovered missing by the client as they start to implement. They “used to have them in their old software.”

Reseller then programs the shortfall to keep the client happy

Client gets 10 expensive features instead of the 40 features they would have had it they had purchased Foundation Pack. The cost to customize the 10 features is much greater than the cost of getting all 40 features up front.

Each client has 10 different features, but not the same features. Inconsistency of databases delivered makes a challenge for the implementation team.

Consistent database for implementers and upgrades

Implementers will have consistent features for all clients

Implementers can train more confidently

Implementers don’t have to deal with the client’s disappointment when a client discovers the features they expected are not there.

RIM Company Dataset

One “Template” Company with 80 tables pre-filled with needed setup data.

Backup RIM Co, Rename, and Restore for multiple company installations.

Saves on valuable technician’s time


Pre configured Database for quicker start

Microsoft releases a database, and then delivers service packs, hot fixes and security data separately and periodically. To configure a database correctly you need to get the last released database and add the service packs, hot fixes, and security data. This is very time consuming.

Foundation Pack will have current service packs, hot fixes, and security data pre-installed.

Foundation Pack will have additional Security Roles.

Bring the best possible database to the client NOW

Microsoft discovers the missing features too, but it takes them 2 to 3 years to respond to client needs. We have consistently seen Cost Control Software’s Foundation Pack features turn up in Microsoft new releases. In an effort to bring the best possible product to the client NOW, Foundation Pack delivers the needed features TODAY.

“Reports Pack” – The best Add-on for Foundation Pack

Includes the 36 most requested reports and documents

Use the pre-formatted Documents for Sales Quotes, Work Orders, Invoices, Purchase Orders, Credit Memos, and Order Confirmations right out of the Cost Control box vs. spending hours formatting each document. Don’t “blow” the implementation budget on designing Documents. Clients just don’t understand why formatting an Invoice takes so many hours.

Summary

Did you know that database preparation typically takes 20 to 40 hours? What should a reseller adjust prior to delivering a database to a new client? This document lists 48 improvements to the NAV database that will make for a better start. Let us do the work for you; we have one ready to go to the client site right now. We have enhancements to Role Centers, Fact Boxes, Report Links and Placements, improved menu design, improved screen layouts, optimized Lists and Cards, and new Charts all combine for a 100% better user kick off.


The retail price is only $1,700, not the $6,000 to $10,000 it could take to build it from scratch. This document lists the 48 valuable features contained in this one database. Please allocate about 1 to 2 hours to watch the movies, read this document, and test our “Demo Foundation Database” (if you have it.) Start your next Dynamics NAV 2009 RTC installation with the following valuable “foundation” features:

This document contains the following major sections:

1. Two New “Small Business” Role Centers 2. Financials 3. Cash Management 4. Sales 5. Purchases 6. Inventory 7. Resources 8. New Reports 9. Administration / Setup 10. Global Improvements

11. CCSI’s RIM Data pre-installed (optional)

Please view these videos to help you learn more about “Foundation Pack”. Follow along with this Study Guide as you watch our learning:

1. 3 Role Center Options (11 min)

2. Financials, Cash Management, Sales (15 min)

3. Purchases, Inventory, Resources, Admin (19 min) For more information please contact: www.CostControlSoftware.com (317) 846-6025

http://www.projectstreamer.com/users/rbaxter/Role_Center_Options/Role%20Center%20Options.html

http://www.projectstreamer.com/users/rbaxter/Foundation_Pack1/Foundation%20Pack1.html

http://www.projectstreamer.com/users/rbaxter/Foundation_Pack2/Foundatin%20Pack2.html

http://www.costcontrolsoftware.com/


Small Business Role Centers 1. Two (2) additional “Small Business” Role Centers have been added to the

Role Centers provided by Microsoft. The base product comes with 21 predefined Role Centers. (RTC only) Think of these like “Shortcuts”. A. Classic Menu Role Center (SUPER user role center) B. Multi-Role Center (Easy access to other role centers) Classic Menu Role Center for the SUPER Role


Multi-Role Center Menu (Access to all the Roles from this one RC)


Multi-Role Center Menu Classic Menu Role Center


Classic Menu Activities:


Classic Role Center Reports – Top 15 Reports

Enhanced the “Actions” with Report Selections


Listen to this embedded movie to assist your learning: Financials, Cash Management, Sales

Financials 2. Sample Data Improvement: Assets = Liability + Equity NAV 2009 GL Data has been corrected so the data foots out:




Tip: Arrange your “Net Change” and “Balance at Date” as follows for better usability:


Cash Management

3. Cash Receipts Journal w/ new Customer Check Total. This makes it easier

to verify the deposit ticket matches the screen.


Sales 4. Customer Card, Sales, Added “Invoices” for a “Quick Invoice” launch.

5. To save you time, we added “Customer Order Status” directly from the

Customer Menu on the Customer Card. (quicker access.)


6. Added “Balance Due” to the Customer List for a quick view.

7. Sales Order List: Added “Status” and “Amount”


8. Option to block print of “Shipper” or “Receiver” on Post & Print in S&R

or P&P Setup.

9. Improved the sequence of the Dates on the Sales Order Lines. See

sample below.


10. “Lock Left” Column effect on Lines (Classic) will be replaced by “Freeze

Pane” in NAV 2009 RTC.

11. To assist with GL Posting Information we have added the “Posting Description” to the Sales Order Header for easy editing. This will be transferred to the Customer Ledger Entries to help identify the invoices.


12. Shipping tolerance:

Set Tolerance factors on your SO Shipping.

13. To assist with Document Tracking we have added “Posting Description” and “Your Reference” to the Sales Order Header.

14. “Your Reference” is now also sent to the Customer Ledger Entries for

reference and reporting.


15. Sales Line History has been added to the Line Actions:


16. From a “Sales Quote” you can “Make Order”. We have added an option

to “go to the order now”.


17. This Posting Date on the document line (V50SP1) enables you to quickly

view recent Customer’s Sales directly from the Customer Card or from the Sales Order Card. Notice that the history is at the detail level not a summary level. Note: This “Sales History” is also available directly from Quotes or Sales Orders. Quick Access to Customer’s Sales History:


Watch this embedded movie to assist with your learning: Purchases, Inventory, Resources, Admin

Purchases 18. Vendor List with Balance($):

18. Vendor Card, Purchases, added “Invoices” to enable quick access to

Vendor Invoices.

http://www.projectstreamer.com/users/rbaxter/Foundation_Pack2/Foundatin%20Pack2.html


19. Purchase Order List: Added “Status” and “Amount”

20. A field “Default COA” has been added on the Vendor Card. This is active

for Line Type = GL Account.


21. AP – Payment Journal with “Don’t Pay” Flag and new Vendor Totals.

How to Use: First do the Suggest vendor payments. Then see the totals at the bottom per Vendor. When attempting to make adjustments for what you intend to pay, sort of a "What if" capability, you check the "Don't Pay" field, i.e. if I don't pay this invoice. You can put it back by un-checking the line. (You can’t if you delete the line) When you change the flag the totals adjust at the bottom for the total payables as well as per vendor. When you have finalized your decisions, then filter the lines where the don't pay flag is checked and highlight and delete them. The remaining lines are what you intend to pay.


22. Line Comments on the Purchasing Side has been enhanced to let the user

decide if a PO comment is to actually print on the PO in the line comment section. Please order our “Reports Pack” to create a more professional looking PO.

23. Purchase Order Document (and 5 other Purchase Documents) has been enhanced to honor the above Boolean fields. (We recommend you purchase the “Reports Pack” for an enhanced Purchase Order Document)


24. From the Vendor Card you can lookup recent purchases or access this information from the Purchase Order Card. (Same as Customer Card picture)

25. Similar function on the Purchase Order Lines. Line, Purchase History pops up a list of purchases for that line time. This is a real time saver for a Purchasing Agent:


26. Receiving Tolerance. Control your Over/Under Receiving by setting a Tolerance factor.

27. Track PO Original Qty vs. User Changes to the Quantity Field.


28. Purchase Order Receiving Expedite the receiving process with this special form.


Inventory 29. “Inventory” has been added to the Main Menu. This is a much more logical

location and easier access to the many Inventory choices.

30. Journal Totals improved: Requisition Worksheet, Planning Worksheet,

Payment Journal, and more


31. Physical Inventory Journal – Improved the calculation routine in the Physical Inventory worksheet. There is a new option to enable bringing in items without Ledger Entries. (“Items Not on Inventory”) Ideal for entering your beginning inventory balances for new Dynamics NAV users. Double click on the Batch Name to get to the Phys. Journal Select the Calculate Inventory Process:

See new options to select:

Include Items without Ledger:

This will allow the system to

Pick up “new” items that

Don’t have any ledger trans-

Action yet.

Zero Out Phys. Qty. Column:

Std functionality is to default

In the Phys. Count Qty the same

As the calculated qty. Some

end users prefer to have that

come in blank. Then when they

fill it in they know which ones

they have entered.

Disregard Indirect %:

If you have an indirect %

value on the item card, this

value is brought into the

journal. When you post the

journal with an indirect %, the

cost is increased by that

percentage.

Checking this will stop indirect

costs being added to the

posting.


The Gen. Bus. Posting Group: The Gen. Bus. Posting Group field comes in blank on a Phys. Journal entry. When posting the journal, the system will be looking for the GL accounts associated with a Blank (Gen. Bus. Posting Group) and the Gen. Product Posting Group. If you wish to redirect the postings to different accounts then enter a Gen. Bus. Posting Group here and the journal lines will come in with that value. When posting the journal, it will be using the value in the Gen. Bus. Posting Group with the Gen. Product Posting Group.


32. Item Card, General Tab, Added Supply Side and Demand Side Info w/

Net Avail.

33. Item Card and Item List, Sales, Added “History” and “Credit Memos” to quickly launch a new form that shows to whom you have sold this item to in the past.


34. Item Card, Purchases, and Added “History” and “Credit Memos” to

launch a new form with the details of item purchases. You can see whom and when you have purchased this item in the past.


35. Item’s Unit of Measure has been enhanced to show the cost and price in

the alternative Unit of Measure.


36. “Line Comments” capabilities are better utilized with Extended Text. You

can now control WHERE the extended text is populated: Regular Line or Line Comment. (Options for Printing are also supported with Defaults Setup.)


Resources 37. NAV 2009 Resource Card w/ new FactBoxes:


New Reports

We include 4 frequently requested reports as well: 38. “Vendor Shipment Performance”

39. “Customer Shipment Performance”


40. “Sales History Detail”

41. “Purchase History Detail”


Administration / Setup 42. Default posting options by User. See Application Setup, User Setup

area. Example: Default to “Ship” for the Shipping Department users.

(Administration, Application Setup, Users, User Setup)

43. Save time by having new Master Files pre-fill with default values.

Dimensions too!


Defaults Setup works for master records like Customers, Vendors, Items, Resources, and Jobs. Controllers can preset the vital information so the default fields fill-in automatically, consistently and accurately.

Comment on creating Master Data by using Microsoft Templates: Think of “Defaults Setup” as the primary default. The Templates are still available, but think of them as alternative Templates to the Default Master Setup. Access Defaults from Departments, Financial Management, Tasks


Global Improvements 44. Quick Edit: Added on Customer, Items, and Vendors. (Vendors shown)


45. “Archived Document” Enhancement. To enable the retrieval of Archived

Documents we have added access to the documents from the “Copy Document” function. This is equivalent to the “Quote History” Granule. Notice you have access to Archived Quotes, Orders, or Invoices. (Actions, Sales Orders, Functions, Copy Documents)


46. “History” - Easy access to ALL Historical Documents.


47. “Charts” - 8 New Charts have been added.

Charts included in Foundation Pack.

To show these charts you must import these charts and then use the “Customize This

Page” option to place them on your Role Center.

1. My Items on Sales Orders

This chart enables you to specify the top 10 Items that you need to track that are

on Sales Orders.


2. My Customer’s Balance Due

This chart helps you monitor the AR Status of your top customers.

3. Posted Sales Invoices

This chart lets you analyze the last 30 days of sales by Invoice.

You can expand the date horizon.

You can filter by customer or by dollar amount of Invoice.


4. SO Amounts

This chart is a view of your “Backlog”.

Each open Sales Order is plotted by Shipment Date and Amount.

5. PO Amounts

This chart is a view of pending “Purchase Orders”.

Each open Purchase Order is plotted by Expected Receipt Date and Amount.


6. AR by Salesperson

This chart lets you monitor the effectiveness of collections by Salesperson.

7. RPO Cost Estimate

This chart shows Released Production Orders by Due Date and the Estimated

Cost of that Production Order.


8. Service Contract Values

This chart lets you visualize your Expiring Service Contracts by Expiration Date.

It also shows the Annualized Value of each Contract.

48. “Twelve Month Account Schedule” is included. (Frequently asked for)


49. CCSI’s RIM Data pre-installed.

If you order our complete database (not FOB) you will also receive our “Template” Company for extra Rapid Implementation (RIM) pre-installed. Below is a list of the Tables that you will need to setup for a new client if you elect not to use our RIM Data.

Populated Data Tables provided by Cost Control Software (78):

Code Table no. Table name

3 3 Payment Terms

4 4 Currency

5 5 Finance Charge Terms

7 7 Standard Text

8 8 Language

9 9 Country/Region

10 10 Shipment Method

15 15 G/L Account

42 42 Rounding Method

50 50 Accounting Period

79 79 Company Information

80 80 Gen. Journal Template

82 82 Item Journal Template

84 84 Acc. Schedule Name

88 88 BOM Journal Template

92 92 Customer Posting Group

93 93 Vendor Posting Group

94 94 Inventory Posting Group

98 98 General Ledger Setup

161 161 Phase

162 162 Task

204 204 Unit of Measure

206 206 Res. Journal Template

208 208 Job Posting Group

209 209 Job Journal Template

225 225 ZIP Code

244 244 Req. Wksh. Template

250 250 Gen. Business Posting Group

251 251 Gen. Product Posting Group

252 252 General Posting Setup

255 255 Tax Statement Template

270 270 Bank Account

277 277 Bank Account Posting Group


289 289 Payment Method

291 291 Shipping Agent

292 292 Reminder Terms

308 308 No. Series

309 309 No. Series Line

311 311 Sales & Receivables Setup

312 312 Purchases & Payables Setup

313 313 Inventory Setup

314 314 Resources Setup

315 315 Jobs Setup

318 318 Tax Area

319 319 Tax Area Line

320 320 Tax Jurisdiction

321 321 Tax Group

322 322 Tax Detail

323 323 Tax Business Posting Group

324 324 Tax Product Posting Group

325 325 Tax Posting Setup

344 344 Setup Checklist Line

345 345 Setup Checklist Comment

348 348 Dimension

363 363 Analysis View

5053 5053 Business Relation

5055 5055 Mailing Group

5079 5079 Relationship Management Setup

5218 5218 Human Resources Setup

5603 5603 FA Setup

5611 5611 Depreciation Book

5619 5619 FA Journal Template

5622 5622 FA Reclass. Journal Template

5633 5633 Insurance Journal Template

5721 5721 Purchasing

5769 5769 Warehouse Setup

5790 5790 Shipping Agent Services

5813 5813 Inventory Posting Setup

5911 5911 Service Mgt. Setup

7309 7309 Warehouse Journal Template

7328 7328 Whse. Worksheet Template

8601 8601 Mapping Header

8602 8602 Mapping Lines

14005001 14005001 Master File Setup Defaults

99000765 99000765 Manufacturing Setup

These tables come pre-loaded with excellent start up data. There will be some editing required, but it is much quicker to edit than to build from scratch.


The company name is “CRONUS RIM Co.” You can “Backup”, “Rename”, and “Restore” to preserve the base data for populating multiple new companies at a client site. If you elect not to utilize our “Template” Company, then just delete this company.

50. Future


Why use “Foundation Pack” from Cost Control Software?

Start with a more complete database.

Ready to “Initialize” your new company.

“RIM” Data Set included for an even faster implementation.

Reduce the Dynamics NAV technician’s on-site time

Stay within your implementation budget.

Improved look and feel; increases ease of use.

Minimizes user error. Ie: posting on incorrect posting dates.

Reduce Training costs. Other great Add-ons available for “Foundation Pack” (Formerly Starter Database): 14005170 – Reports Pack 14022680 – Business Snapshot Plus 14005160 – Pop-up Notes 14005260 – Customer Deposits

Distributed by: Cost Control Software Inc 15443 Oak Road Carmel, IN 46033 317-846-6025 [email protected]

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