To-Increase Solutions for Microsoft Dynamics NAV 2015

Release 15.01

WHAT’S NEW?

28-11-2014 To-Increase BV

Summary 1

Summary 2

Table of Contents

Table of Contents .................................................................................................................................... 2

1. Summary ......................................................................................................................................... 3

2. General ............................................................................................................................................ 4

2.1 Installation .............................................................................................................................. 4

2.2 Help Server .............................................................................................................................. 4

3. Horizontal Solutions ........................................................................................................................ 6

3.1 Business Integration Solutions ................................................................................................ 6

3.2 NAV Anywhere ........................................................................................................................ 7

4. Vertical Solutions ............................................................................................................................ 8

4.1 Industrial Equipment Manufacturing ...................................................................................... 8

4.2 Food Manufacturing & Distribution ...................................................................................... 15

5. Business Productivity .................................................................................................................... 17

5.1 Transport Order Management .............................................................................................. 17

5.2 Quality Management ............................................................................................................ 18

5.3 Item & Document Lifecycle ................................................................................................... 21

5.4 Intra Company Finance ......................................................................................................... 21

6. Learn More about To-Increase and Our Solutions ........................................................................ 22

Summary 3

1. Summary

This document provides an overview of the new features in the 15.01 release of To-Increase

Solutions and Products for Microsoft Dynamics NAV 2015, available as of November 2014.

The 15.01 release continues the To-Increase commitment to Dynamics NAV. Solutions and Products

have been migrated to Dynamics NAV 2015. Improvements have been made in the Vertical Solutions

Industrial Equipment Manufacturing and Food Manufacturing & Distribution. The focus for this

release has been on the supporting products to position them stand-alone as well as complimentary

to the vertical solutions.

Engineering Change Management has been further completed by integrating the Engineering

Change Requests in the various source documents and introducing Engineering Change Orders in

this release.

A new Quality Management product is introduced to replace Measurement and Rating, in this

release the product includes a template for purchase receiving.

Transport Order Management has been further completed and packing information is now

integrated in the Inventory Pick as well as the Warehouse Pick. Delivery Trips can be planned

where every stop is a Transport Order. Inbound shipments can be planned in Warehouse

Receipts, combining inbound and outbound creates a dock schedule.

Item & Document Lifecycle leverages the To-Increase workflow with out of the box functionality

to manage the lifecycle of items and sales – and purchase documents.

Food Manufacturing & Distribution is now a complete To-Increase solution and world wide

available

NAV Anywhere is an important new addition to the To-Increase products and part of this

release. To-Increase has a strong commitment to continue and further improve this product as

well as integrate and package it with the other To-Increase solutions and products. NAV

Anywhere is a natural extension of Business Integration Solutions to further complete the

already strong To-Increase horizontal proposition.

Throughout this document you’ll find examples, like the tablet client, of the exiting new features in

Microsoft Dynamics NAV 2015. With the delivery of this release we’ll start a new cycle to leverage

these features in the areas of simplification and mobility. The next release will be shortly after the

“Corfu” release, in between we’ll start following the cumulative updates.

For detailed information on new features and fixes continue on in this document and make sure to

read the Release Notes included in the release packages on the To-Increase Partner Portal.

General 4

2. General

2.1 Installation The installation procedure for the To-Increase products has been improved. Most of the add-in files are now installed server side with the help of an installer. The installer creates a “To-Increase” folder in the Service Add-in folder.

Example of the IEM add-in installer

The installer suggests the default installation path but will allow changing it.

2.2 Help Server All solutions have been integrated in the Microsoft Dynamics Help Server. Each release package

contains a snapshot of the Help files relevant to the release package. The complete, and up to date

set is available at the To-Increase Partner Portal

General 5

Horizontal Solutions 6

3. Horizontal Solutions

3.1 Business Integration Solutions Business Integration Solutions has been migrated to Dynamics NAV 2015 and aligned with the new functionality. All small improvements and fixes from the 2013 R2 release have been rolled up, for details please refer to the Release Notes.

The new Dynamics NAV tablet client with the BIS Administrator role center enriched with a picture as per the Dynamics NAV Team Blog.

Templates The release includes a large set of templates which are installed in the TI.Templates add-in folder and can be installed through the “Create New …” wizard.

Connectivity Studio Connection-TI_CS_ITEM.IN.zip

Connectivity Studio Connection-TI_CS_ITEM.OUT.zip

Connectivity Studio Connection-TI_CS_PURCHORDER.OUT.zip

Connectivity Studio Connection-TI_CS_SALESORDER.IN.zip

EDI Connection-TI_EDI_1.PO.OUT.zip

EDI Connection-TI_EDI_2.SO.IN.zip

EDI Connection-TI_EDI_3.CONF.OUT.zip

EDI Connection-TI_EDI_4.CONF.IN.zip

EDI Connection-TI_EDI_5.SHIP.OUT.zip

EDI Connection-TI_EDI_6.SHIP.IN.zip

EDI Connection-TI_EDI_7.INV.OUT.zip

EDI Connection-TI_EDI_8.INV.IN.zip

Notification-TI_NM_BSO.CONFIRM.zip

Notification-TI_NM_CREDIT.LIMIT.zip

Notification-TI_NM_PO.CONFIRM.zip

Notification-TI_NM_REMINDER.zip

Notification-TI_NM_SALES.CR.MEMO.zip

Horizontal Solutions 7

Notification-TI_NM_SALES.INVOICE.zip

Notification-TI_NM_SALES.QUOTE.zip

Notification-TI_NM_SALES.RET.ORD.zip

Notification-TI_NM_SALES.RET.RECP.zip

Notification-TI_NM_SALES.SHIPMENT.zip

Notification-TI_NM_SO.CONFIRM.zip

Publication-TI_RM_CUSTOMER.OUT.zip

Publication-TI_RM_VENDOR.OUT.zip

Subscription-TI_RM_CUSTOMER.IN.zip

Subscription-TI_RM_VENDOR.IN.zip

3.2 NAV Anywhere The NAV Anywhere product has now been integrated in the To-Increase portfolio for Dynamics NAV. For the NAV 2015 release the product has been based on the latest version of BIS and upgraded to Microsoft Dynamics NAV 2015.

The following, pre-configured, processes have been reviewed and will continue to be available out of the box for the 2015 version:

Sales

- Customer Info - Create Contact - Create Sales Quote - Create Sales Order - Item Info

Logistics

- Purchase Order Receipt - Move Inventory - Sales Order Shipment - Transfer Inventory between Warehouses - Warehouse Move Inventory - Warehouse Count Inventory - Warehouse Shipment - Warehouse Pick - Warehouse Receipt - Warehouse Put-away - Inventory Pick - Inventory Put-away - Inventory Count - Manufacturing Output - Manufacturing Consumption

Service

- Service order details

Vertical Solutions 8

4. Vertical Solutions

4.1 Industrial Equipment Manufacturing

The Dynamics NAV tablet client with the Resource Portal role center

Visual Planner upgrade The IEM Visual Planner have been upgraded to latest version of the Gantt chart control. Part of this upgrade were a number of improvements to the product as well as the user and licensing control as listed below:

1. Distinguish between Planners and Viewers

It is now possible to distinguish between Planners (those who can modify the planning) and Viewers who can only view the planning for information purposes. The User Setup has an additional field “Planner Type” for this purpose

Specify Planner or Viewer in the User Setup. Viewer will make the planner non-editable for the user.

2. Consistent starting date with an early start – or a late end setting All visual planners now start the time scale on the work-date. The user can set an earlier Timescale Start or a later Timescale End date by specifying a date formula in the Timescale Setup.

Vertical Solutions 9

3. Drag and drop resources capability All visual planners now have the capability to drag and drop resources on tasks

Double click on the resource will open the Resource Card. Double click on the resource line and bar will open the Resource Load.

4. Improvements per planner a. Resource Board

Absence entries per Resource are visible. Assembly order allocations are included Group per activity type (collapse activity in a single bar)

b. Visual Job Planner You can now Open and Release the resource activities in the planner

The pattern indicates an Open resource activity, solid means Released. The red border indicates that the activity still needs to be saved.

c. Visual Dispatch Board Group orders by priority, the status is shown as a column

d. Visual Production Planner

Vertical Solutions 10

A new Production Order Line page has been created in Dynamics NAV. From this page the Visual Production Planner can be opened with the selected Production Order Lines.

When operations are re-scheduled in the Visual Production Planner automatic calculation of capacity is switched off by setting “Schedule Manually” to true. In the Visual Production

Planner manually scheduled operations are indicated by a symbol

The Work - and machine center pages are now combined in one in the work >> machine center hierarchy Absence entries per work / machine center should be made visible complete with their description (caused by maintenance)

Capacity calculation for Assembly Orders and a Visual Assembly Planner With the Visual Assembly Planner a, limited, capacity planning for Assembly Orders is introduced:

Per item an Assembly Time can be set to indicate how much time (in hours) is required to assemble 1 item. In the Assembly Hours setup the working hours of the assembly department are set.

With the assembly time and the quantity from the assembly order a total assembly time is calculated and shown on the assembly order’s planning tab.

With the Resource Capacity Allocation Factor the planner can indicate how many resources

(parallel capacity) will be allocated to the order.

With this information Starting – and Ending Dates / Times are calculated to be in time before the Due Date of the assembly.

Vertical Solutions 11

The Visual Assembly Planner is used to allocate resource(s) to the order.

With the Visual Assembly Planner you can visualize the required assembly time, drag and drop resources on the assembly order where the resource allocation bar shows the progress of the allocations. The histogram shows the capacity and allocation of the selected resource. The color of the assembly order bar is set by the assembly order status and a red overlay shows the posted quantities. The pattern of the bar indicates the Open or Released status.

Planning an Assembly Order.

An assembly order is planned requiring 60 hours of assembly time, no resource allocations have been made yet. The due date 6-2 shown as a

The planner selects a resource and drops it on the resource allocation line and drags it out as per the available capacity. After saving the assignment and re-loading the data. The allocation bar now shows the requirement is half-way covered. The planner has to assign a second resource to be ready in time.

Now the requested capacity is covered by allocations which are saved in Dynamics NAV and

assignments are created to the generic task.

Engineering Change Management

Vertical Solutions 12

The Dynamics NAV tablet client with the ECM role center

The NAV 2013 R2 release of IEM introduced Engineering Change Requests (ECR) as the first part of Engineering Change Management. This release now further completes this functionality with a

further integration of ECR in various source documents as well as an ECR fact box on the Item card.

With the ECR functionality a company is able to manage requested engineering changes as well as monitor the workload on engineering.

Engineering Change Orders (ECO) now round of the functionality by providing the capability to import files into the Engineering Change Staging, review the changes and create an Engineering Change Order by accepting the change and posting it to the database.

Engineering Change Requests now have an automatic Priority calculation based on Severity and Impact. By assigning values to each of the settings a Priority value is calculated:

Example Priority calculation

Priority

Severity Impact Severity Impact Priority

Low 4 Low 5 Low Low 20

Vertical Solutions 13

Medium 3 Medium 3 Medium Low 15

High 2 High 1 High Low 10

Critical 1 Critical Low 5

Low Medium 12

Medium Medium 9

High Medium 6

Critical Medium 3

Low High 4

Medium High 3

High High 2

Critical High 1

A “Create Engineering Change” wizard has been added to a number of relevant documents like Sales and Service Orders. The action in the ribbon will only be visible when the Engineering Change Management products is activated in the Product Registration.

Product Registration will also activate a fact box on the Item card showing the number of pending ECR’s for the Item.

Engineering Change Management assumes that the engineering department delivers a file from their PLM or CAD system holding new or updated items, bills of material and routings. This file is mapped and imported through a ECM Connection which is based on a run-time version of Connectivity Studio.

Vertical Solutions 14

The staging table accepts the following types: Item, Production Bom and Routing as well as its details: For the Item its substitutions. For the Production Boms Versions and Components as well as for Routings. Besides some additional fields have been added like Drawings.

The imported file can be reviewed in the Engineering Change Staging from which the changes can be reviewed and based on that either Approved or Rejected. With the Approved lines an Engineering Change Order can be created to process the changes.

In the Engineering Change Order final changes can be made to complete the record to be updated or inserted. This editing option is controlled by a parameter in the ECM setup. The “Carryout Action” will install the changes and archive the ECO.

Subcontracting Resources To better support the purchasing and invoicing of subcontracted resources the following improvements have been made:

A resource can be marked as a Job Purchasing Resource.

Vertical Solutions 15

The same setting is copied to the Resource Planning Line

This setting restricts the planning line from being posted. Instead it has to be consumed by

posting a purchase invoice. When posted the invoice will also update the cost on the planning

line.

Purchase Discount A new set of fields has been introduced to distinguish between Sales – and Purchase discounts. These fields have been added to the Budget Lines as well as the Planning – and Contract Lines.

The existing Line Discount % is now considered to be the sales discount.

4.2 Food Manufacturing & Distribution Food Manufacturing and Distribution implemented the following improvements:

1. Upgrade to NAV 2015 Food Manufacturing & Distribution has been upgraded to NAV 2015. This includes incorporating the following user experience enhancements.

• Showing mandatory fields

• Automatically filling document numbers

• Only showing what is relevant to the user based on user permission sets and license

2. Provide Error Detail for Batch Posting Errors When posting several orders through Truckload Receiving or Delivery Trips it is possible that one or more of the orders will fail to post. Previously, the system would only report the number of orders that posted but would not provide error messages for the orders that do not post. Now the system will display a page listing the orders that do not post and the corresponding error messages.

Vertical Solutions 16

3. Delivery Trip Setup Delivery trips are turned on or off by location, It is now possible to turn them on or off by location and type of order (sales, purchase return, or transfer).

4. Replenishment Move Lists a. The Replenishment/Move List reports now allow the suggestion of picks from either the

receiving or output bins. b. The Production Replenishment/Move List report now allows filtering by replenishment

area.

5. Replenishment Area for Equipment Replenishment area has been added to equipment (resources) and this is used to set the replenishment area on production orders.

6. Equipment Code Added to Planning Worksheet Equipment code has been added to the planning worksheet. It is set based on the preferred equipment associated with the formula or BOM.

7. ADC Framework The ADC framework has been enhanced to provide better error messages, additional cancellation options, and imbedded transactions.

8. ADC Scale Server Support for IP Scales The ADC Scale Server has been enhanced to support IP scales.

Business Productivity 17

5. Business Productivity

5.1 Transport Order Management In the 2013 R2 version of TOM the creation of a Transport Order was based on posted shipments and receipts. In the 2015 version the Container function has been added. The container is the generic term for all types of packaging material. A container can be “opened” from an Inventory Pick as well as a Warehouse Pick and is as such integrated in picking process. In other words the lines are picked into a container. When complete the container is “closed”. At any point during the picking process a Transport Order can be created to which the container is added.

The container worksheet allows 2 different picking scenario’s: add the container from the pick, or

pick first and then add the picked lines to the container.

The Transport Order continues to be the document that covers a shipment from Pickup to Delivery. Containers are added as Transport Order Lines representing the packing information. The content of the containers are the source document lines (ie Sales Order Lines).

Delivery Trip functionality has been added to combine Transport Orders in one truck load usually representing a delivery route where every Transport Order is a delivery stop. From the Delivery Trip a Warehouse Shipment can be created or the Delivery Trip is created from the Warehouse Shipment selection wizard. The picking process is run from the warehouse shipment as described before and the containers are attached to the delivery trip.

Business Productivity 18

Inbound Shipments can be created through the Warehouse Receipt and allow adding packing information through the same container wizard as shown above as well as detailed Transport Costs.

Posting the Transport Order will create Transport Cost entries which can be retrieved in a Purchase Invoice to be matched.

The TransSmart connector has been updated accordingly.

5.2 Quality Management Quality Management is a framework type of product with which measurements can be defined on any type of process in Dynamics NAV. The results of the measurements are stored for further analysis and rating as the basics for a Quality Management system.

Business Productivity 19

1. The Measurement Template defines:

The record snapshot: Up to 10 fields can be defined to capture its values at measurement time. This snapshot is configured with a measurement connection which is based on a runtime version of Connectivity Studio.

The Sample Method: Determines if and how a sample size is determined. The options are percentage, fixed and AQL. For the Acceptable Quality Level method additional settings are available like Inspection Level and Quality Level.

Question Set: A set of Questions and answers to be completed at measurement time. The check sheet creation can be either per Lot – or per Serial Number.

Due Date: Sets when the measurement (usually the check sheet) has to be completed, calculated from the moment the Measurement was created.

Filters: The filters are used to set for which records (i.e. items) the template applies.

2. The Question Set A question set consists of 1 or more questions and answers of the following types:

Boolean requires a Yes or No answer, in the setup is indicated what is the preferred answer. If matching with the actual answer the question gets the status Accepted, otherwise rejected.

Lookup the answer has to be selected from a list of possible values, again preferred answers are set to determine if the questions is Accepted or Rejected.

Business Productivity 20

Numeric a numerical value is expected as answer. The setting as an upper – and a lower limit for the answer, anything in between upper and lower is accepted, outside the limits is rejected. To make the setup per item easier the same question and answer can be used for a range of items by specifying the target values is a separate table:

Text expects a free format text which is not used in the Accept / Reject.

3. At Measurement Time

The Measurement is triggered from a specific process. The current version of Quality Management includes a template for the Purchase Receipt. When a Receipt is posted a function checks if a Measurement Template applies to the received items. If yes a Check-sheet is created. In the above example 10 items were received of which 1 needs to be sampled.

In the example Purchase Receipt, as shown above, the inspector decides if the shipment is accepted or rejected. When the AQL method is used this decision is based on the results of the sampling. Based on a posted Measurement a Purchase Return Order can be created.

Business Productivity 21

5.3 Item & Document Lifecycle Item & Document Lifecycle are technically stand-alone products now. In previous releases these products were party of the Wholesale Distribution code base.

As of this release the products can be implemented stand-alone or bundled with other solutions. The functionality has not been changed.

5.4 Intra Company Finance No changes have been made, the product has been upgraded as is.

Learn More about To-Increase and Our Solutions 22

6. Learn More about To-Increase and Our Solutions

Working as a team, To-Increase and our partners create and deliver solutions that foster growth and

help businesses work more efficiently, increase their productivity, and thrive in an extremely tough

market. From initial interest in our solutions, through deployment and upgrades, we provide

partners and customers with training, support, and new releases that align with Microsoft product

releases.

For Customers:

Visit our website www.to-increase.com to download product white papers and factsheets, watch

videos, learn about customer successes, and more.

For Partners:

Find product factsheets, documentation, and training information on the To-Increase partner portal

at https://portal.to-increase.com/.

In case of any questions, please contact info@to-increase.com.

Learn More about To-Increase and Our Solutions 23

Contact e-mail addresses

sales@to-increase.com info@to-increase.com

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Phone +31(0)318 531 900

Fax +31(0)318 531 901

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