Base+

Challenges

• Having a bulk inventory with long descriptions and its complicated code.

• Type and rewrite the same text is a time-consuming task.

• Havoc while managing requisitions from different departments.

• Organization doesn’t meet a specified requirement.

• A manual system to track RGP and NRGP faces multiple Problems

Unique Solution With Base+

Base+

Item configurator

Standard Text

IndentNon-

Confirmatory

Gate Pass

Item Configurator

What is Item Configurator?

• Item configurator is used to uniquely identify your inventory items. It provide a short form of

long item descriptions.

• Item configurator provides you custom codes to each item based on some logic or algorithm.

• It generates a uniform item master automatically, so that you have a list of all the item with its

codes.

• Item Code Generator makes your work easier and streamlines the process of inventory and

supply chain management.

• Item code is generated through the features of the item such as size, design, color, material,

capabilities, etc.

Features of Item Configurator

❑ Automatically generates Uniform Item Master

❑ Checks and notifies duplicate Item code

❑ Step by step selecting category attributes to create a unique item code

❑ Creates a logical item parameter

❑ Automatically generates item description based on selected attributes value

❑ The generated Item Code will be automatically listed in the item master

❑ Attach item DATA TEMPLATE with item configurator

Define configurator code

Mention different

parameter

Specify parameter values

Item generation

Item code generates based

on selected attributes value

Create item

Workflow of Item Configurator

Item code in Business central

Standard Text

What is Standard Text?

• When users manage products, materials, orders, purchase, sales, distribution, suppliers,

warehouse, shipping services and other entities in their ERP, they often must type and

rewrite the same text.

• Standard text is the add-on of Microsoft Dynamics 365 Business Central that allow user

to enable one-time creation and unlimited reuse of saved chunks of text.

• If a user want to use text more than once, he/she can enter these text as standard texts

and include it in the master record or document text.

• It is possible to save and use standard text for printed forms and to copy attachments

from master data tables to transaction data tables.

Features of Standard Text

• It allow user to create standard text template.

• Format text lines

• Outputting text on documents and reports

• Centrally control the printing of individual text lines depending on the document

type.

• It can be used for warning codes, legal requirements, customer or item specific

texts and codes, vacancy notifications or additional information.

Workflow of Standard Text

Define Activities Standard Text

Sub-FormMention Text

Lines

Release Text Lines

Implement Print Layout

Standard text in Business central

Indent

• Purchase Indent is an internal document used by companies to authorize the requisition

of purchase of raw materials, consumables, capital items, etc. needed by the company.

• Purchase Requisition is a request sent internally within a company to obtain purchased

items, services, and fixed asset.

• 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.

• 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.

What is Indent?

Features of Indent

• Initiate the purchasing process

• Any employee or department can create a purchase requisition document.

• Print Purchase Requisition Form.

• Generate RFQ.

• Comparison of different RFQ.

• Purchase Quote Comparison History

• Make the procurement process transparent

• Assign the purchaser who be responsible for process the submitted requisition.

Creation of Requisition

Release Purchase

RequisitionGenerate RFQ Release RFQ

Make Quote Compare

QuoteMake Order

Close Requisition

Workflow of Indent

Indent in Business central

Non-Confirmatory

What is Non-Confirmatory?

• A non-confirmatory is when something doesn’t meet a specified requirement

• This non-conformity 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, warehouse, service etc.

• It not only helps to track the issues with the customers and suppliers but also help

trace the issues within the organization. The module helps in tracking this kind of

issues and ensures proper action plans are derived and further implemented.

Features of Non-Confirmatory

❑Identify, assess and control risks with standards complaint assessment process, while

linking to hazard identification and controls.

❑Record Quality Issues with Details for Risk Assessment

❑Controlled Nonconformance Records & Data

❑Integrate Nonconformances with CAPA & Other Quality Processes

❑Integrate with Existing Business Systems

❑Calculating the Cost of Quality

Workflow of Non-Confirmatory

NC in Business central

Gate Pass

What is Gate Pass?

• In many large organizations, a lot of movements take place every day. It may be movement

of fixed assets, raw materials for production, capital good, consumable items etc.

• All these movements of the organization's premises, and factories needs to be monitored

and controlled.

• Items that are to be sent or received – It could be returnable, non-returnable, inter or intra

transferable, or any other items.

• This is where the concept of a gate pass comes into play. Gate pass can be used to authorize

the movements of materials and machines to or from the organization’s premises.

• It will help to monitor and track all the movements happening in an organization.

Gate pass

Returnable Gate Pass

Inward returnable gate

pass

It is issued when a material enters the main gate and must

exit the gate.

Outward returnable gate

pass

It is issued when a material exit the

main gate and return.

Non-Returnable Gate Pass

Inward non-returnable gate

pass

It is issued when a material enters the

main gate and do not exit the gate.

Outward non-returnable gate

pass

It is issued only when a material exit the

main gate.

Types of Gate Pass

Features of Gate Pass

• Allow you to control IN and OUT of assets in your premises

• Maintains a unique no. for RGP/NRGP gate passes

• Monitor and Track all returnable and non-returnable materials

• It records accurate in & out material timings to optimize organizational processes

• All material gate pass data that is generated throughout the process gets converted to

multiple MIS reports & analytics.

• Acknowledgement for return of Materials

Returnable Gate Pass in Business central

DHYEY CONSULTING SERVICES PVT. LTD

312, Vraj Venu complex, 18Mtr. Gotri Samta Road, Gotri, Vadodara - 390021, Gujarat, India.

+91 9537465999

enquiry@dhyey.com