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ProMRO Module

MRO Software: ProMRO Quick Create

One of the basic features of the ProMRO module available for Microsoft Dynamics AX is the Project Quick Create. The Project Quick Create feature makes it easy for users to get started with projects in only a few clicks of the mouse. With this feature, users can create projects, contracts, work orders and invoices by only clicking a single button.

The Project Quick Create is based on a pre-configured template tailored for the needs of organizations in the Maintenance, Repair and Overhaul industry. To get started, users have to enter the correct information of the task they want to accomplish on the ProMRO module.

ProMRO Module

Creating a Project in ProMRO

Follow these steps to get started with Project Quick Create:

  1.  To create a new project, navigate to the ProMRO area and select Project Details. The Project Details window will be displayed.
  2.  Navigate to the top menu of the Project details and under Quick Functions, click the New Project A new project pre-filled with name of business relation, description and customer PO will be created.

Next, set the customer due date on the date selection display pop up and click OK.

  1.  The next step is to add the value on the Equipment ID. Click the drop down arrow to select the ID.
  2. You can also add the details of the customer to Equipment. Enter the details of the customer on the pop up dialog box after setting the Equipment ID. Make sure you check the Prompt for Engineering Value box.

When done, click OK to exit the dialog box.

  1. If you checked the Prompt for Engineering Value box, the Engineering Value screen will appear. On the screen, you can set the engineering test values for the equipment. Generally, you would have to work with another system or a spreadsheet to coordinate the test values of the equipment. The reference will be attached directly to the invoice, contract and quote throughout the project, allowing you to refer to it at any time without the need to look at a spreadsheet for additional assistance.
  2. Close the screen after setting all the Engineering values.

The next step is to set the values for the Estimate Center, Work Center and Person Responsible for the equipment.

  1. When done, click the Services tab on the bottom half of the Project MRO screen. To fill the values in the Service ID fields, enter the service or choose an available service from the drop down arrow. The only services you can choose are those already available at the Estimate center. However, you can use generic service names so that you can use them in other projects.
  2. Select the Service Profiles you want added to the project. The Service Profiles will be added with their existing line values. You can go through the values and customize them for your project. To edit a value, simply click on its column and enter the new value.
  3. After editing the Service Profile details to meet your requirements, click OK. A new project with the details you provided will have been created. Through the ProMRO Quick Create Process, the work order is created at the same time.

Your new project will be available on the Project Screen. You can see the details of the project by clicking on it. On the General tab, you can view the project contract and estimate project. Keep in mind that the project contract is automatically created with all the information you need by the ProMRO module when you create a Quick Project a project.

To view more details of the project, navigate through the Status, Address, Other and Dimension tabs. Click the close button to exit the screen.

You can also view the details of the Estimate project by clicking through the Overview, General, Status, Setup, Address, Dimension and ProMRO tabs. The ProMRO tab shows how all values are reference able from a single screen, including the equipment, service profile and quote. On the Equipment ID, you can drill down to specifics of the equipment, for example check whether there are customer specific details that you may have entered when creating the project.

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ERP Vendor

4 Questions to Ask Before Choosing an ERP Vendor

Picking an ERP solution is not something organizations do regularly. Therefore, the process can be difficult and time-consuming.

When looking for an ERP solution, most organizations tend to spend most of their time investigating how the software package will meet their business requirements. Very little time, if any, is spent on ascertaining the right vendor to work with.

ERP Vendor

In ERP selection, the capability of the solution is just as important as the vendor that will supply it. When selecting an ERP system, you are selecting both the software and the vendor. Therefore, it’s important that you have a true “partner relationship” with the vendor.

Below are key questions you should ask a potential ERP vendor to find out if they will be right for your organization.

i) What is the initial and subsequent cost of the software?

Long term maintenance revenue is a coveted thing in the ERP market. This is because if the ERP is a high quality product (i.e. has fewer systemic ‘bugs”), then the vendor will get more revenue from the maintenance contract than the installation contract. This is especially true in the first year after implementation of the software.

With most ERP suppliers, your organization will be in the software implementation phase in the first year of installation. Most suppliers charge maintenance fees ranging between 10% and 25% of the software license. If you pay a maintenance fee during the first year, you are likely to be paying between 10% and 25% more for the software for activities that are not being performed.

To get around this, you can negotiate a five-year fixed annual rate for maintenance. Alternatively, you can opt for payment for four years of maintenance upfront and get five years of maintenance for the four year price. Avoid vendors that do not define well their long term maintenance costs in their software licensing agreement.

ii) Who will offer support when we call?

Consider the type of support that the ERP vendor will offer when you have a problem. Most ERP suppliers use some form of help desk concept.

Software organizations are usually not good with offering support. The senior members, who have greatest knowledge of the software, seldom spend any time on support. Instead, the support team mainly comprises of junior members who have the least amount of knowledge about the software.

A good vendor should have:

a) Seasoned development personnel manning the support desk

b) Support person answer the initial phone call

If the vendor does not do this, you are likely to be up for a lengthy and frustrating support experience.

iii) Does the ERP come with WMS as part of it?

Most organizations do not differentiate between the concepts of inventory control and warehouse management when looking for an ERP solution. Some buyers assume that if the ERP system can make use of Bar Code and Radio Frequency (RF) equipment within their system, then they have an integrated Warehouse Management System (WMS).

When the buyers realize that integrating these technologies does not constitute a WMS, they end up spending more money to acquire and integrate a WMS into their chosen ERP system.

If the ERP you want to buy does not have a true WMS integrated as part of it and included in the price quoted, you will not be getting the full functionality you will need from the ERP. While the need for a WMS may not be obvious initially, a significant ROI from an ERP system will ultimate come from management of the warehouse.

iv) Does the software include CRM functionality as a separate module?

Customer Relationship Management (CRM) is important in the overall success of the entire supply chain process. Knowing and understanding what your customer wants, buys and in what quantities is a clear benchmark for the future success of your organization.

While CRM encompasses many features and capabilities, a system with CRM functionality should, on the basic, contain a complete contact management system, ability to identify customer buying patterns, ability to manage both customers and inventory in one of the facilities, and ability to track penetration with your customers.

Look for a vendor that offers CRM as part of the ERP from its conceptual design phase.





Financial Management Solution

Microsoft Dynamics NAV: A Budget Planning and Financial Management Solution

In today’s competitive business world, organizations need flexible financial management solutions that can be integrated with other applications and data stores for improved functionality. Integration gives management an optimal platform for operating the business by providing insight through rich reports and analytics.

 

As competition in the global marketplaces continues to increase, so do the challenges and complexities of financial management. To thrive in today’s economic pressures, companies need to utilize every advantage, including using solutions that can enhance their budget planning and financial management.

Organizations need financial management solutions that can integrate processes and data, and in turn break down artificial barriers of information silos. One of such solutions is Microsoft Dynamics NAV.

Meet Financial Challenges with Dynamics NAV

Microsoft Dynamics NAV is a proven financial management solution that can enhance an organization’s budget planning. The ERP can provide deep insight that can guide operations and strategic initiatives. Its latest upgrade, the NAV 2013, has robust modules that make financial management easier for manufacturing and distribution companies.

Dynamics NAV offers a full general ledger solution that has the basic facilities required for setting up a company and posting to the general ledger: recurring journals, value-added tax (VAT) facilities, general journal, chart of accounts and source code.

Some of the tasks that can be accomplished with Dynamics NAV include:

  • Setting up accounts in the chart accounts.
  • Viewing net changes and balances as they are continually updated.
  • Checking how journal entries can affect liquid accounts before they are posted.
  • Entering figures in the general journal in any currency.
  • Developing budgets based on business unit, project or department.
  • Creating budges in a matrix window for any defined accounting period.
  • Defining the fiscal year as beginning on any date and dividing it into accounting periods.

Users can easily customize the design of Dynamics NAV by changing the appearance of forms, creating user-specific menus and adding additional tables and fields. The ERP can also be used to automate many of the financial procedures and practices of an organization.

User can define the level of control they want by setting up business rules in Dynamics NAV. For instance, discounts and payment terms for individual vendors or customers can be specified. Moreover, users can also handle the full range of currency issues and legal requirements inherent in international trade. This includes handling business transactions in euros and reporting to the management in the currencies of their choice.

Enhanced Modules in Microsoft Dynamics NAV 2013

Dynamics NAV 2013 is a complete financial management solution that makes it easy to connect financial information and transactions across partner companies and international deployments. The ERP has a number of enhanced modules including:

i) Inter-Company Posting

This module enables users to manage accounting for multiple companies in the same posting process. Users can also send documents to multiple partner companies.

ii) Responsibilities Center

Through this module, users can set up cost and/or profit centers. For example, a user can be connected to a responsibility center so that only purchase and sales documents related to the user are displayed.

iii) Cost Accounting

This module provides visibility and insight into budgeted and actual costs of operations, projects, products and departments. The result is better cost control. The module synchronizes cost information with the general ledger and allocates it to different cost objects and cost centers.

Through the Cost Accounting module, users can:

  • Transfer costs from the general ledger
  • Undo allocations
  • Pre-define recurring costs allocation rules
  • Enter and post internal allocations and charges in the Costs Journal
  • Cost budgets and transfer the entries to actual entries

It is also possible to get predictions of the company’s liquid cash through the Cash Flow Forecast. The module comprises of Cash Disbursements and Cash receipts, which when used together, can show a direct flow forecast.

Maximize Financial Management with Dynamics NAV 2013

NAV 2013 delivers integrated functionalities to support solutions for a wide range of organizational needs including distribution, manufacturing, supply chain management, customer relations management, financial management and e-business.

The ERP enables users to capture, share and leverage critical business information across the company as well as with partners. The solution can be customized and more functionality added as the needs of the organization change over time.