Thanks to the standardization of processes, the new version will bring transparency, as well as easier implementation of modern IT technologies in the future.
MORAVIA Consulting is an international distributor of calculators that has been operating in the market since 1993. It offers comprehensive services and support to its partners. The company provides distribution, localization, service, sales support, and many other activities. Their offering consists of calculators, spare parts, and sensors, from the following brands: Cubetto, FIAMO, HP, Rebell, and Sharp.
After termination of support for the original Navision 2015 system, the most optimal solution seemed to be to reintroduce ERP by Microsoft. According to analyses, Microsoft Dynamics 365 Business Central best met the requirements. Despite some complications (mainly a short time window to implement and connect it to other systems), the system was successfully deployed and fine-tuned for full use, including all integrations. We were extremely satisfied with the AUTOCONT representatives who oversaw the implementation and communication. They approached the project professionally and responsibly.
MANAGING DIRECTOR, MORAVIA CONSULTING
Initial situation and project goals
Moravia Consulting operated within the Microsoft Dynamics NAV 2015 system, whose support had already terminated, thus the need to switch to the current version of the system. Over the years of using the system, customer modifications were created by internal sources, which were rarely used or documented.
The system is used by two separate companies in the group (in the Czech Republic and the Netherlands).
The objective of the project was to upgrade and re-implement the existing Microsoft Dynamics NAV 2015 system to Microsoft Dynamics 365 Business Central. It was important to implement the standard solution as much as possible, thus excluding unused and undocumented modifications of the existing system. The aim was to make it easier to implement modern IT technologies, and also to prepare for the new functionalities, such as integration with new business partners, or the introduction of modern inventory management.
- Remove unused modifications from the existing system
- Revision of business processes
- Integration with other business partners
- System settings for the current needs of the company
- Creating a basis for further development of the company
- Preparation for the implementation of a controlled warehouse
Description of the solution
Registration of goods
Registration of goods is provided by the standard system module and is used for all stock items. Goods cards are created manually, based on the decision of inclusion for sale. The specificity is the transfer of goods cards to other companies to facilitate registration across the companies in the group. On all cards, it was necessary to maintain the status display in individual warehouses.
Sales processes are ensured by the standard Business Central system. This covers customer records, processing of offers and orders (from sales pricing to billing), claims, and in-house document exchange. Interconnection with Microsoft Outlook streamlines the work of sales staff when communicating with customers, because they can see a complete summary of the customer (including balances and open documents).
Purchasing from production with a longer lead time is centralized, as well as standard purchasing from international suppliers. It is provided for the entire group by the parent company Moravia Consulting. Procedurally, it is again covered by the standard Purchasing module, including suppliers, registration of goods, and purchase pricing.
This stock records are divided according to the company and the physical location of the warehouse. Thus the structure is separated into main and external stock, service stock, claims stock, and marketing. The simple mode of the standard Business Central system is used for stock processes. One exception is the main stock, which is centralized for the whole group (purchasing is done for this stock). The system also ensures communication with stock partners, which is extremely important.
Integration with external systems
To ensure the smooth operation of the company, it was necessary to maintain the existing integration with third-party systems such as EDI communication for sales, connection to external warehouses, e-shop, and RMA system for receiving orders from customers on a regular basis. The original communication with hauliers was replaced by the AC Parcels solution for connection to the Balíkobot.cz service. Thanks to this, communication with all hauliers is uniform and efficient. The generation and printing of shipping labels is efficient, and there has been an increase in efficiency in the shipping of goods.
Finance and controlling
The company’s financial management is provided by the Business Central system in the standard version. It is achieved from the balance sheet, asset records, bank records, cash records and VAT, received and issued invoices (including reminders and penalties), inventory accounting, payroll documents, financial statements, and reporting.
- Dynamics 365 Business Central
- AC Parcels
- Jet Reports