Microsoft Dynamics NAV

Microsoft Dynamics NAV is an enterprise resource planning (ERP) software that specializes in the manufacturing, distribution and retail industries designed for small and mid-size organizations. Systema Solutions focuses on delivering implementation, deployment and support services on Microsoft Dynamics NAV. We will take you into the future with individually tailored ERP project implementaion and help you transform the way you do business.

Product Capabilities

Financial Management

Basic General Ledger

This module includes all the basic functionality necessary for setting up a company and posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals and source codes.

Basic XBRL

Exports documents from Microsoft Dynamics NAV in XBRL (Extensible Business Reporting Language) format and export XBRL taxonomies into Microsoft Dynamics NAV from the internet, email, or other systems. XBRL is an XML-based speciication that uses accepted financial reporting standards based on standardized nderlying data tags.

Account Schedules

Powerful financial reporting tool that can help accountants and financial analysts to extract the most essential business data from the chart of accounts, budgets, cash flow accounts and cost types into financial reports which can be used to efficiently monitor the health of the business and provide valuable input for the business decision makers.


Allocate general ledger entries to combinations of accounts, departments and projects using allocation keys based on amount, percentage or quantity. This feature is available through Recurring General Journals.


Work with budgets in general ledger accounts. After you have created a budget, you can print a balance that show variances to the budget by percentage. Work with multiple budgets at a time.

Change Log

Log user changes made into Microsoft Dynamics NAV master data. You can log all direct modifications a user makes to the data in the database, except for changes in "working documents" such as journals, sales orders and purchase orders.


Consolidate companies with Microsoft Dynamics NAV. The companies can come from one or several different Dynamics NAV databases or other files and you can import and export financial information in this module.


Set up deferral templates that automate the process of deferring revenues and expenses over a pre-defined schedule. This enables companies to easily recognize revenues and expenses in periods other than the period in which the transaction is posted.

Intercompany Postings

Manage accounting for more than one company in the same posting process. The companies can be in the same or in one of several different Microsoft Dynamics NAV databases.

Responsibility Centers

Set up profit centers and/or cost centers. A company can sell items with specific prices that are related to a responsibility center. You can tie a user to a responsibility center so that only sales and purchase documents related to the particular user are displayed.

Cost Accounting

Cost accounting provides an efficient way to control the company's costs by providing visibility and insight into budgeted and actual costs of operations, departments, products and projects to different cost centers and cost objects. This module includes enabling you to transfer costs from the general Cash Flow Forecast. Cash Flow Forecast provides a prediction of how a company's liquidity - cash and other treasure positions - will evolve over time. It consists of two things - cash receipts and cash disbursements - the money you expect to receive and the cash you expect to pay out - plus the liquid funds you have available.

Fixed Assets

Allocate different percentages of fixed asset transactions, such as acquisition cost and depreciation to different departments or projects by using allocation keys. Useful for when several departments share a fixed asset.

Multiple Currencies

Manage multiple currencies throughout the system, including payables and receivables, general ledge reports, resource and inventory items and bank accounts (when integrated with the Cash Management feature).

Cash Management

Bank Account Management allows you to create, operate and manage multiple bank accounts for catering to your diverse business needs and across different countries.

Check Writing

Generate computer printed checks with a unique number series for each bank account. You can specify on the payment journal line whether you want this payment to be made with a computer or a manual check.

Bank Reconciliation

Import bank statement from electronic files sent from your bank in ISO 20022/SEPA format - or use the Bank Data Conversion Service for other file types. Reconcile your bank statement data automatically to open bank account ledger entries and keep track of all bank statements.

Supply Chain Management

Alternative Ship-Tos

Set up multiple ship-to addresses to accommodate customers that in addition to a main business address have more than one site to which order can be shipped.

Basic Receivables

Set up and maintain the customer table. Post sales transactions in journals and manage receivables; register customers and manage receivables using general journals. Together with Multiple Currencies, this granule can post sales transactions and manage receivables in multiple currencies for each customer.


Set up calendars with working and non-working days. Assign a base calendar to customers, vendors, locations, companies, shipping agent services and service management setup - and make changes to each as necessary. Calendar entries will be used in data calculations on sales orders, purchase orders, transfer orders, production orders, service orders and requisition and planning worksheets.

Campaign Pricing

Work with sales prices and sales line discounts connected with specific campaigns. After you have activated the prices/discounts, any customer or contact related to a company currently in a segment associated with a given campaign can access the price/discount associated with that campaign.

Order Promising

Promise accurate order shipment and delivery dates to customers as based on item current and future availability. When items are not available to meet a customer's requested delivery data, calculate the earliest shipment date as either an available-to-promise date that is based on upcoming uncommitted supply or a capable-to-promise date - a date when items can become available should they be replenished.

Sales Invoicing

Set up, post and print customer invoices and sales credit memos. This granule is fully integrated with General Ledger and Inventory.

Sales Invoice Discounts

Calculate invoice discounts automatically. Set up any number of invoice discount terms, including a certain minimum amount, discount percentage and/or service charge.

Sales Line Discounting

Manage flexible item price discount structures that differentiate between special agreements with individual customers and customer groups and are conditioned by such parameter as minimum quantity, unit of measure, currency, item variant and time period. The best, as based on the highest discount, unit price is calculated for the sales line when the order details meet the conditions specified in the sales line discounts table.

Sales Line Pricing

Manage flexible item price discount structures that differentiate between special agreements with individual customers and customer groups and are conditioned by such parameter as minimum quantity, unit of measure, currency, item variant and time period. The best, that is the lowest, unit price is brought to the sales price table. Make updates and changes to the price agreements as recorded in the sales price table by using price worksheet.

Sales Order Management

Manage sales quotas, blanket sales orders and sales order processes. Use this granule to manage partial shipments, ship and invoice separately, create prepayment invoices for the sales order and use quotes and blanket orders in the sales phase.

Sales Return Order Management

This granule enables you to create a sales return order, so you can compensate a customer for wrong or damaged items. Items can be received against the sales return order.

Shipping Agents

Set up multiple shipping agents (for example, UPS, DHL, external carriers or your own carrier) and relate their services (express, overnight, standard) with shipping time.

Sales Tax

Calculate sales tax and set up individual tax areas for each customer and vendor.

Alternative Order Addresses

Set up multiple addresses to manage orders from vendors that in addition to a main business address have more than one site from which they ship orders.

Basic Payables

Set up and maintain a vendor table, post purchase transactions in journals and manage payables. Includes the vendor table and enables you to generate vendor ledger entries using general journals.

Drop Shipments

Handle order shipments directly from the vendor to the customer without having to physically stock items in your inventory while still keeping track of order costs and profit.

Purchase Invoicing

Set up, post and print purchase invoices, purchase credit memos. This granule is integrated with General Ledger and Inventory.

Purchase Line Discounting

Manage multiple item purchase price discounts that you have negotiated with individual vendors as based on such parameters as minimum quantity, unit of measure, currency, item variant and time period. The best, as based on the highest discount, unit cost is calculated based on purchase line when the order details meet the conditions specified in the purchase line discounts table.

Purchase Invoice Discounts

Calculate invoice discounts automatically. The discount can differ from vendor to vendor with different minimum amounts (also in different currencies) and different rates, depending on the size of the invoice.

Purchase Line Pricing

Manage multiple item purchase price that you have negotiated with individual vendors as based on such parameters as minimum quantity, unit of measure, currency, item variant and time period. The best, that is the lowest, unit cost is brought to the purchase line when the order details meet the conditions specified in the purchase price table.

Purchase Order Management

Manage purchase quotes, blanket orders and purchase order processes. Use this granule to manage partial receipts, receive and invoice separately and create prepayment invoices for the purchase order and use quotes and blanket orders in the purchase phase.

Purchase Return Order Management

Create a purchase return order in order to compensate your own company for wrong or damanged items.

Requisition Management

Automate the supply planning process by using the Requisition Worksheet. Generate optimal suggestions for replenishing inventory through purchases and transfers based on the item's current and future demand and availability as well as a variety of planning parameters such as minimum and maximum quantities and reorder quantities.

Analysis Reports

Provide company decisionmakers especially those with overall responsibility for sales, purchases and product portfoloio management with an efficient and flexible way to get meaningful information out of the system to inform day-to-day decisions.

Alternative Vendors

Manage purchase of the same item from several different vendors. Setup alternative vendors for an item, specify typical lead times used by a specific vendor to deliver that item and associate price and discount agreements for that item with each vendor.

Basic Inventory

Set up items that you can carry in your stock and specify their unit of measures, costing method, inventory posting group, unit cost and price for other properties. Post items transactions such as sales, purchase, negative and positive adjustments from item journals.


Organize your warehouse by assigning items to bins, the smallest unit in the warehouse logical structure. Bin assignment is done as an item journal or directly on the document lines.

Cycle Counting

Manage cycle counting, a basic method of verifying inventory record data used to maintain and increase inventory accuracy. Set up cycle counting on the item or SKU level.

Item Budgets

Make sales and purchase budgets on the customer, vendor and item levels and in both amounts and quantities.

Item Charges

Manage item charges. Include the value of additional cost components such as freight or insurance into the unit cost or unit price of the item.

Item Cross References

Quickly and precisely identify the items a customer is ordering on the basis of item numbers other than your own. Cross-reference information from customers, vendors, and manufacturers, as well as generic numbers, universal product codes (UPCs) and European Article Numbers (EANs) that can be stored and easily accessed.

Item Substitutions

Link items with the same or similar characteristics so that if a customer orders an item that is unavailable, you can offer substitute items and avoid losing the sale.

Item Tracking

Manage and track serial and lot numbers.

Assembly Management

Specify a list of sellable items, raw materials subassemblies and/or resources as Assembly Bill of Materials that comprises a finished item or a kit. Use assembly orders to replenish assembly item to stock or capture the customer's special requirements to the kit's bill of materials.

Location Transfers

Track inventory as it is moved from one location to another and account for the value of inventory in transit and at various locations.

Multiple Locations

Manage inventory in multiple locations that may represent a production plant, distribution centers, warehouses, show rooms, retail outlets and service cars.

Non-stock Items

Offer items to customers that are not part of your regular inventory but you can order from the vendor or manufacturer on a one-off basis.


Enable warehouse workers to create a pick from the released order. Pick is managed from a separate user interface when shipping items in an order-by-order environment.

Put Away

Enable warehouse workers to create a put away from the released order. Put Away is managed from a separate user interface when receiving items in an order-by-order environment.

Standard Cost Worksheet

Efficiently review and update standard costs with this worksheet. The standard cost worksheet provides a company's controllers with a reliable and efficient way to maintain accurate and up-to-date inventory costs.

Stock Keeping Units

Manage stock-keeping units (SKUs). Identical items with the same item number can be stored in different locations and managed individually at each location. Add cost prices, replenishment, manufacturing information and so on based on location.

Warehouse Receipt

Enable warehouse workers to create a put-away from the receipt.

Warehouse Shipment

Enable warehouse workers to create a pick from the shipment.

Warehouse Management Systems

Manage items on a bin level. Receive and put away items in a bin; pick items from a bin according to put-away template; and pick items based on the zone and bink ranking.

Purchase Orders

Create and manage purchase orders and post consumption and output to the production orders.


Production Bill of Materials

Create bills of materials and calculate standard cost. Required for configuration of all other Manufacturing granules.

Production Orders

Create and manage production orders and post consumption and output to the production orders. After you have created a production order, you can calculate net requirements based on that production order.

Version Management

Create and manage different versions of the manufacturing bill of materials and routings. You must purchase the Basic Capacity Planning granule before you can set up multiple versions of routings.

Basic Supply Planning and Demand Forecasting

Plan material requirements based on demand with support for master production scheduling and materials requirements planning.

Capacity Planning

Add Capacities (work centers) to the manufacturing process. Set up routings and use these routings on production orders and in material requirements planning.

Project Management

Basic Resources

Keep track of resources and prices. Register and sell resources, combine related resources into one resource group or track individual resources. Divide resources into labor, equipment and allocate resources to a specific job in a time schedule.

Capacity Management

Plan capacity and sales and manage usage statistics and profitability of resources. Create your plan in a calendar system with the level of detail and for the period of time that you need.

Multiple Costs

Manage alternative costs for resources and resource groups. The costs can be fixed or based on additional percentage or an additional fixed charge.


Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-material jobs.

Service Management

Planning and Dispatching

Assign personnel to work orders. Log details such as work order handling and work order status. For dispatching, manage service personnel and field technician information and filter according to availability, skills and stock items.

Service Contract Management

Set up agreement with the customer concerning the service level to be delivered. With this granule, you can maintain information on contract history, contract renewal and contract templates; manage warranty details on service items and spare parts; record details on service levels, response times and discount levels as well as service history of each contract including serviced items and parts and labor hours; measure contract profitability; and generate contract quotes.

Service Item Management

Record and keep track of all of your service items including contract information, component management and BOM reference and warranty information.

Service Order Management

Register your after-sales issues including service requests, service dues, service orders and repair requests. Service requests can be initiated by the customer or created automatically according to the terms in your service agreement.

Service Price Management

Set up, maintain and monitor your service prices. Set up price groups based on different criteria - such as service item (or several item groups), the service task involved or the type of fault - for a limited period of time, or for a specific customer or currency.

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