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Collaborative Achievements: Methods, Vocabulary, & Reports for Success

This presentation emphasizes collaboration to achieve shared goals. It covers principles, processes, vocabulary, changes, and continuity in the Navision Attain Training, offering insight into product and sales strategies, with an in-depth look at configuration, marketing, sales support, and production management. It provides guidance on managing various aspects through Navision Attain, including sales, receivables, relationships, purchases, payables, inventory, and manufacturing. The presentation also highlights new and existing features, along with detailed menus and reports for effective business operations.

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Collaborative Achievements: Methods, Vocabulary, & Reports for Success

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Presentation Transcript

  1. Working together … we can ATTAIN our goals!

  2. This N That • Cells • Break(s) • Notes • Handouts • BOM for Chromacast Reference Board • This presentation Working together … we can ATTAIN our goals!

  3. What: Principles Processes Vocabulary What’s What & Why What’s Gone What’s New What’s the Same Working the System Navision Attain Training (NAT)In-Depth Part I Working together … we can ATTAIN our goals!

  4. Something to Sell (P1) • Accessories • Phone compatibility • Alternate items • Product Group – Phone – Item • New items • Hot/Push items • Customer/Item Cross-Reference • Pricing • Packaging • Services Working together … we can ATTAIN our goals!

  5. Somebody to Buy (P2) • Carriers – Large & Small • Agents • Dealers & Retailers • Distributors • S-Cubed Partners • Consumers Working together … we can ATTAIN our goals!

  6. Someone(s) Configuration Management Marketing Sales Sales Support Work to do Production BOM Creation & Maintenance Product/Packaging/Promo Design Opportunities & Campaigns NPI Project Management Item Card Maintenance CRM External Internal Someone to do the work (P3) Working together … we can ATTAIN our goals!

  7. Some way to manage it all (P4) • Navision Attain • Sales & Receivables • Relationship Management • Purchases & Payables • Inventory • Manufacturing Working together … we can ATTAIN our goals!

  8. Processes Working together … we can ATTAIN our goals!

  9. Vocabulary • Refer to previous handout Working together … we can ATTAIN our goals!

  10. What’s Gone • Kits • Package Pro • Pick Tickets • RMAs Working together … we can ATTAIN our goals!

  11. Variant Order Promising Release Order Tracking Order Returns Order Planning M-T-O M-T-S Responsibility Center Department Project Code Location Dimensions Channel Department Project Sales Rep PRODCLASS PRODGROUP PRODLINE PRODTYPE What’s New Working together … we can ATTAIN our goals!

  12. What’s the Same(only slightly different) • Vendor Card • Item Card • BOM • Purchase Quotes • Purchase Orders • Blanket Orders Working together … we can ATTAIN our goals!

  13. Sales & Receivables Menu Relationship Management Purchases & Payables Menu Inventory Menu Manufacturing Menu Item Card Orders Purchase Sales Production BOMs Working the System Working together … we can ATTAIN our goals!

  14. Reports • Reports • Documents • Order Status • Item Reports • BOM Resports Working together … we can ATTAIN our goals!

  15. Closing Review • Navision Attain In-Depth Training Working together … we can ATTAIN our goals!

  16. Looking Ahead • In-depth training Part II • Go-Live • 9/3/02 • Further Customization of Views/Reports • Departmental Desktop Procedures • Standards • Key Users • On-going training • NUT • RUT Working together … we can ATTAIN our goals!

  17. Working together … we can ATTAIN our goals!

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