An all-in-one Business Management SolutionMicrosoft’s approach offers a proven, end-to-end ERP suite to deliver integrated experiences across Azure, Dynamics ERP, and Office 365. Dynamics ERP is powered by an engine of intelligent applications that connect customers, products, people, and data—breaking down silos across sales, marketing, supply chain, operations, finance, and services.
Microsoft Dynamics ERP uses an open platform to bring data together and infuse it with intelligence to deliver digitally transformed business processes. Break down data silos to connect customers, products, people, and operations.
HR & Payroll
Dhyey has created HRMS and Payroll add-on for the Microsoft Dynamics Business Central. The add-on helps the businesses to manage Human resources data along with payroll management more efficiently!
Human Resource Management System:
The Human Resource Management System (HRMS) has the following features to capture the user’s attention:
The system requires the user to create the posting groups, departments, roles for the users including super user controls. These setups help in running the HRMS in business central and controlling the parameters and processes.
The system has a comprehensive employee master form. This contains all the relevant information for creation of employee, such as contact information, title, status etc. There are detailed tabs designed for each section of the employee form.
Personal details section consists of the information such as phone details, address, travel document information (if applicable) and many more fields.
The form also determines the job title and the status of the employee. In case of resignation or termination of employee, the status is changed to inactive to stop any transactions against it.
Other section on the employee master is of the bank details, which includes accounts details and salary component of the employee. This section is also linked to the payroll part of the system where the pay is paid out as per the account details provided here.
The statutory section contains all the legal requirements for the employees, depending on the type of employment. This includes the gratuity and provident fund calculation along with the taxes to be subtracted from the salary.
The salary type and its divisions are defined in this section. This may contain basic taxable salary, benefits provided, shift of the employee etc.
The leave management system contains the information such as the types and number of leaves allowed to the employee. The factors that are to be considered when calculating the leave balance. This section also contains features such as applying for leaves and approving or rejecting the leaves by the managers.
The system also contains features designed specifically for the human resources team. The HR encashment is an example of such features, which helps the HR team in processing the encashment processes for the employees, if applicable.
Comprehensive Hiring and Retiring Process:
The addon provides a complete hiring process starting from the creation of vacancy in the system. This candidates’ data can be maintained, and the selected one can be transformed into an employee. This is very helpful for future vacancies for similar position. The tracking of hiring process has detailed features like maintain the stages of the interview and tests given by the candidate.
In case of resignation or retiring of an employee, the full and final clearance is calculated by the system and a full and final form is generated. This form ensures that all assets are handed over and is required to be approved by the designated managers. Once the approval is processed, the final payment is posted, and bank voucher is created.
Attendance and Payroll Process:
The system has options to push data from any other attendance system implemented in the organization. The records for time in and out can be used in calculating the payroll at the month end.
The payroll is processed, and all the ledgers are impacted simultaneously. This provides a true picture of bank balance for the organization.
Loan Management and CTC:
The loan management feature provides details regarding the loans given to the employees such as car loan, home or personal etc. the system calculates the installments to be given, the interest % and deductions to be made from salary.
Additionally, the Cost to company feature is also present which helps in creating the cost for the company in case of mid of the year increment. This is a very helpful tool for calculating the costs at the time of increments and bonus distribution.
Engineering Change Note
Creation of ECN
The ECN is created in the system when a customer requests a change after the production order has been executed. The ECN helps the organizations to evaluate the costing impact and abnormal losses of the change before it can be made.
The ECN form asks for all the details of the changes along with the reason for the change to maintain traceability.
The ECN is made when there is a change in the materials of the order. The ECN predicts the impact of the change requested on the cost of the order and the material that will be needed. It also summarizes the material that has been used and will be treated as a loss. In case of impact on the finished good level, the system provides a summary of the impact on every stage of the order process.
When the ECN is processed, the system also provides reporting to track the status and amount of the production order. Additionally, it gives a report to track the stock changes due to the change note.
The indent+ feature helps in generating requisitions which may result in internal transfer of material or creation of a purchase order or a request for quotation.
Creation of Requisition/Indent
The indent can be created by any person in the organization through D365 Business Central. The indent can be raised for requesting material from the store department or to procure any item needed. The indent card has to be filled in by the requester with the details such as employee details, date, cost center, material required, quantity, required delivery date etc.
The indent can be submitted into a workflow. It can go through the approval process as per the cost center applied on the indent, item group and the employee. The approver can also be published on the indent card for future reference.
Material Issued against the indent
The Material is issued against the indent which is linked to the form. The issuer enters the quantity being issued which can be equal to or less than the quantity requested by the preparer.
In case of less quantity being issued, the indent is closed with the quantity actually issued and the preparer may have to create a new indent to further request the material for the remaining quantity.
There can be a scenario where quantity received is damaged and has to be returned against the indent.
Process Change Note
The Process change note holds an important place for all kinds of manufacturing companies. This add-on in Microsoft Dynamics Business Central is a helpful feature to track the changes that occur in the process and to evaluate the impact of the changes.
Creation of PCN
The PCN is created in the system when a customer requests a change after the production order has been executed. This change effects the route of the item in PCN. The PCN helps the organizations to evaluate the costing impact and abnormal losses of the change before it can be made.
The PCN form asks for all the details of the changes along with the reason for the change to maintain traceability
Impact on Route and Cost
The PCN is made when there is a change in the route of the order. The PCN predicts the impact of the change requested on the cost of the order and the resources that will be needed. It also summarizes the material that has been used and will be treated as a loss. In case of impact on the finished good level, the system provides a summary of the impact on every stage of the order process.
When the PCN is processed, the system also provides reporting to track the status and amount of the production order. Additionally, it gives a report to track the stock changes due to the change note and additional resources required.
Request for Quotation
Request for quotation is created in D365 Business Central. It has a header which has details regarding the vendors it has to be sent to. RFQ+ has functionality to be sent up to 6 suppliers. The lines of the RFQ define the material for which quotations are required. It also contains item specifications and any notes for the vendors.
Once the RFQ form is filled in with all the details, it can be sent to the selected vendors. The system will send out the email to the vendors through D365 Business Central.
Replies from the vendors
When the replies are received from the vendors, they are entered into the Microsoft Business Central D365, this helps in comparing the replies and making a decision to select the most appropriate quotation.
The reason to accept a particular quotation is also noted into the quotation for future reference and incase higher management wants to investigate.
Creation of Purchase Orders and Invoice
The accepted reply is turned into a purchase order against the vendor with purchase price similar to the quotation provided. The Vendor Invoice is generated against the purchase order which has a copy of quotation attached to it. This helps the finance managers to match the price before making the payment.
The feature offers reports such as history of quotations, the accepted quotations and rejected quotations. The lowest quote is color quoted for the users to identify quickly.
These reports can be used in the future when the material is required again.
The feature of username and password is created into the contact card in MS D365 BC. Each customer is provided with their own username and password to login to the portal.
The customer can login to the portal using the assigned credentials and password. The customer can see the order details along with the open orders and pending orders. Customer can also have access to the invoicing details such as open invoices and paid invoices. The customers can also print their invoices or orders from the system.
The functionality also offers the customers to use the reports in D365 BC. The reports include history of products bought by the customers, the quality check tests performed and their results. Packaging report which includes items that are shipped to the customer and the customer account statement.
The quality check or quality assurance functionality is created in Microsoft Dynamics 365 Business Central. The items are linked with their respective tests requirement along with the acceptable results. The range of passing each result can be predefined for each test and item into the system.
The default sample size can also be predefined into the system to ensure proper testing is being done.
QC of material
Once the items are received into Microsoft Dynamics D365 Business Central, they are sent to the quarantine location. Depending on the item and their specification, the tests are performed. Each batch has its analytical requisition number along with the details such as the Material receiving note number, quantity and sample used for testing. It also has information like who performed the tests, date of tests performed, when is it required to be re-tested, if applicable and instruments required to perform the tests.
MS D365 BC also generates useful reports for the QA+ feature including certificate of Analysis with all the relevant data. Additionally, it generates trend charts for the suppliers to ensure consistency in the materials provided by them over the years.
The feature of username and password is created into the vendor card in MS D365 BC. Each vendor is provided with their own username and password to login to the portal.
The vendor can login to the portal using the assigned credentials and password. The vendor can see the order details along with the open orders and pending orders. Vendor can also have access to the invoicing details such as open invoices and paid invoices. The vendor can also print their invoices or orders from the system.
The functionality also offers the vendors to use the reports in D365 BC. The reports include history of products sold by the vendors, the quality check tests performed and their results. Packaging report which includes items that are received by the organization and the Vendor account statement.
The machine master is created which is used for storing all the machines related information. The list of assets in the company, the resources, work centers for the machines, equipment and its main component.
The data relating to the make of the machine, the model, description is also maintained in the machine master. Furthermore, the date of purchase, frequency of maintenance needed, put use to date, serial number etc.
Preventive Schedule and Costing
The preventive schedule can be created for the machines that are being used by multiple departments. The system helps in creating a check list for each department. A batch can be run which creates the schedule using the data from the machine master.
The schedule not only gives information regarding the date of maintenance, but also which maintenance is required. Once the batch is run, it results in a work order for the PM. This creates machine ledger entry along with which resources were used for the maintenance and calculates the cost of the maintenance.
The cost can be predefined, if it has to be capitalized or expensed out from the machine ledger.
Production Orders and Sales:
In case of make-to-order sales, the production will be based on the Sales order created and will be same unless there are any damages or abnormal loss.
When the production order is created, the route is entered through the scanned bar code which adds the good quantity to be equal to the sales order quantity.
After the production, the add-on ensures that all the produced items are equal to the sales order and the packaged quantity.
In case of bulk production, the sales order quantity will be matched with the packaged quantity.
In case the quantity is not equal, the system does not allow the packing slip to be posted.
This Nonconformity feature helps in tracking of any task that needs improvement or has suffered any irregularity that needs to be recorded. The tracking of these helps in avoiding them in the future.
The non-conformity in D365 Business Central can be used in all the business processes such as sales, purchases, receiving, production etc. This can also be used to address the internal concerns along with the external complains. The external complains include vendor related issues. Internal complains may be issues caused by the employees.
Effects of the NC
Once a nonconformity is created in D365 Business Central, the second step is to apply corrective and preventive actions. The system asks for the reasons for the issue to identify the root cause of the issue raised. It provides temporary and permanent solution for the problem to prevent it from reoccurring.
Costing Impact and Resolution of NC
The cost to resolve the non-confirmatory is also added to the NC. This helps in costing and analyzing the costs incurred as a result of the issue created.
The resolution of the NC can be reviewed by the company’s audit team to ensure that the issue has been resolved. The report can also be used by the higher management to analyze the number of issues raised during the time period.
If you want to custom make a software as per your business's requirement, do drop a mail to email@example.com and let us help you with your need.