DYNAMICS 365 BUSINESS CENTRAL

GENERAL LEDGER

Add an organization and post to

• General ledger
• Chart of accounts
• General journals – Credit and Debit
• GST facilities
• Recurring journals
• Source codes

BUDGET

• Create G/L Budgets

DEFERRALS

• Defer Revenues And Expenses

BASIC FIXED ASSETS

Monitor Fixed Assets And Related Transactions

• Acquisitions
• Appreciation
• Depreciation Write-Downs

ACCOUNT MANAGEMENT

• Manage Receivables
• Manage Payables
• Invoice Receivables

BANK RECONCILIATION

• Reconcile Bank Accounts
• Transfer Funds Between Bank Accounts

CONTACTS

• Record, Organise And Allocate Contacts And Relevant Information

OPPORTUNITY MANAGEMENT

• Monitor Opportunities For Existing And Potential Customers

DYNAMICS 365 FOR SALES INTEGRATION

Streamline And Coordinate Your Data, Including

• Sales Orders
• Sales Invoices
• Product Price Lists
• Customer Price Groups
• Item Availability
• Units Of Measure
• Currencies

RESOURCES

• Assign Resources To Jobs
• Keep Track Of Resource Usage For A Specific Job
• Alter Resource Prices
• Compare Actual Resource Usage To
• Budgeted Resource Usage

JOBS

• Create And Assign Jobs Using Job Planning Lines
• Order And Keep Track Of Job Supplies
• Monitor Job Progress And Performance
• Create Job Invoices

TIME SHEETS

• Compatible And Easily Integrated With Service, Jobs, And Basic Resources

SALES ORDER MANAGEMENT

• Create And Control Sales Orders
• Create And Control Blanket Sales Orders

ITEM TRANSFERS

• Monitor Moving Inventory
• Calculate The Value Of Inventory In Transit

PURCHASE ORDER MANAGEMENT

• Create And Control Purchase Orders
• Create And Control Blanket Purchase Orders

LOCATIONS

• Oversee Inventory Located In Various Places Such As A Production Plant, Warehouse, Distribution Centre, Retail Outlet Or Showroom

BASIC WAREHOUSING

• Oversee Items On A Bin Level
• Generate Reports That Optimise Space Usage And Picking Processes

EMPLOYEES

• Classify And Locate Employee Information
• Manage Employee Data And Allocate To Various Cat
• Create And Control Blanket Sales Orders

EXPENSE MANAGEMENT

• Manage, Reimburse And Post Expenses Employee Expenses

SERVICE ORDERS

• Register Your Service Request
• Monitor Your Services Due
• Track Service Orders And Repair Requests

SERVICE PRICE MANAGEMENT

• Adjust Or Maintain Service Prices

SERVICE ITEM MANAGEMENT

• Monitor Service Items Ie. Contract And Warranty Details, Component Management, And BOM Reference

SERVICE CONTRACT MANAGEMENT

• Log Details On Service Levels, Response Times, And Discount Adjustments
• Record The Service History Of Each Contract, Including Used Service Items And Parts And Labour Hours

PLANNING

• Allocate Staff To Work Orders
• Record Information Such As Work Order Handling And Work Order Status

DISPATCHING

• Manage Service Employees And Field Technician Details
• Select Suitable Personnel Based On Their Logged Availability, Skills, And Stock Items

PRODUCTION ORDERS

• Set Up And Oversee Production Orders
• Post Consumption And Output To The Production Orders

VERSION MANAGEMENT

• Set Up And Oversee Various Versions Of The Manufacturing Boms And Routings

BASIC SUPPLY PLANNING

• Gain Access To Projected Material Requirements Based On Demand

DEMAND FORECASTING

• Set Up And Monitor Production And Purchase Orders
• This Reflects The Demand Forecast As Well As Existing Inventory And Parameters Of Requirement Planning

CAPACITY PLANNING

• Make Additions To The Manufacturing Capacities
• Create Routings Which Can Be Used On Production Orders And In Material Requirements Planning

MACHINE CENTRES

• Administer Capacity On Several Levels
• Detailed Level: Suitable For Machine Centres
• Comprehensive Level: Suitable For Work Centres

FIXED LOADING

• Consider Capacity Constraints To Ensure The Correct Amount Of Work Is Assigned To Work Centres And Prevent Overloading