Navision Sales Module & Reporting: Jet Reports, C/ODBC, XBRL, Business Analytics – highlights
 by: Daniela Yurica Kariya

Microsoft bought Navision, Denmark based software development company, along with Great Plains Software. Now Microsoft Business Solutions offers the following ERP applications: Navision (former Navision Attain), Microsoft Great Plains (former Great Plains Dynamics/eEnterprise), Solomon, Axapta. Formerly Navision had strong positions in Europe. Now it is being promoted in USA and Europe. Navision has a quite advanced manufacturing module.

We would like to give you manager, information and guidance concerning the Sales module of Navision

    * Focus on Relationship with your Client - The main objective of Navision Sales is to improve your relationship with your client, therefore this module was designed to store and relate all information concerning transactions with a certain client, or group of customers.

    * Marketing Tools - The Sales Module also gathers and filters important information pertaining to Marketing decision making, based on your company's criteria and set up, the system is prepared to provide only the truly relevant data.

    * Task lists – The best way to have control over the tasks given to your employees. They know what they have to do, and management knows whether they have completed it or not. Being that these lists can be automatically updated, based on activities performed throughout the system, and also with Microsoft Outlook interaction.

    * Opportunity Management – The Sales Module can even control and flag your opportunities, including substitute products, sales campaigns, discounts based on product and customer (or families of products and customers).

Reporting Options - Aside from the powerful internal reporting tool which requires an in-depth knowledge of C/SIDE to make it useful the other options are:

    * Jet Reports- Jet Reports is a complete reporting package utilizing Microsoft Excel. Using Excel you can create reports on any table of data from within any granule in Navision.

    * C/ODBC - Using the ODBC driver, the entire Microsoft office suite and programs such as Crystal Reports can access the database. I would recommend using this tool for occasional reporting requests only. If you need to pull data out of the Navision database on a regular basis one of the other options is a better choice

    * Business Analytics (SQL Server Required) - Using Online Analytical Processing (OLAP) from Microsoft SQL Server™ 2000, Business Analytics organizes all of your business data into information units called cubes. Using a familiar Microsoft Outlook®-style interface, Business Analytics presents this information to your desk top where easy to use analytical tools allow you to carry out targeted analysis that is tailored by you, for you

    * XBRL - Extensible Business Reporting Language (XBRL) for Navision enables simple and dependable distribution of all a company’s financial information and ensures smooth and accurate data transfer. XBRL is an XML-based specification that uses accepted financial reporting standards and practices to export financial reports across all software and technologies, including the Internet

Good luck in customizing and reports design and if you have issues or concerns – we are here to help! If you want us to do the job - give us a call USA: 1-630-961-5918, 1-866-528-0577, Europe: +49 231 4387600 [email protected]

About The Author

Daniela is Certified Navision Specialist in Microsoft Business Solutions Partner Alba Spectrum Technologies ( http://www.albaspectrum.com ) – USA nationwide Navision, Great Plains, Microsoft CRM customization company, serving clients in Chicago, California, Arizona, Texas, Florida, New York, Georgia, Washington, Colorado, Canada, UK, Australia, Germany, Moscow and having locations in multiple states and internationally.

[email protected]