CIS3009 - Dynamics NAV: ERP System Activities, Journal & Case Study

This document presents a comprehensive solution to a practical assignment involving the Dynamics NAV ERP system. The assignment covers various activities, including user personalization where cue colors are customized based on sales invoice values, advanced filtering to extract specific account information, and using multiple filters to update customer data based on location and balance. An ERP activity journal documents the challenges faced and resolutions for each activity. Furthermore, the assignment includes a case study analysis of ERP implementations at Rolls Royce, UPS Corp, and a comparison between Wipro and MBH's self-service implementations. The solutions provide detailed steps, screenshots, and datasheets, offering a thorough understanding of ERP system functionalities and implementation strategies.

ENTERPRISE SYTEMS IN PRACTISE
Name
Unit
Lecturer
School
Confirmation of details
The first step was to login into the provided Dynamics Nav account and everything was
exactly as it was supposed to be. The screenshot below shows the confirmed details.

Activity 1: User personalization
This activity involved setting the ongoing sales invoice cue as follows:
- Favourable (green): < 30
- Ambiguous (amber): 30 - 40
- Unfavorable (red): > 40
To personalize cues, a user follows the following steps:
On clicking the activities button, the software presents a dropdown list that contains
several options for customizing the cues. The first option is ‘Set up cues’ and that is what we
need to personalize our ongoing sales cue. When the ‘Set up cues’ option is clicked, the user is
presented with all the cues in a list (Chow, A. 2016) .The cue names determine the arrangement
of the cues on the dashboard. Each cue has properties like the Cue Name, Low Range Style,

Threshold 1, Middle Range Style, Threshold 2, High Range Style and the Personalised checkbox
(Drogin, A. 2017).
Colour green represents the Low Range Style (denoting ‘favorable’). To meet the
condition, the values must be below a certain value that has to be set on Threshold 1. In our
case, the Threshhold1 is 30.00. This means that whenever the ongoing sales are below 30, the bar
at the top of the ongoing sales cue will turn green, meaning it is favorable (Drogin, A. 2017).
Amber represents the middle range style. It shows that the ongoing sales are between
threshold 1 and threshold 2, meaning the values are between ‘favorable’ and ‘unfavorable’ states.
In this case, threshold 2 was set to 40.00. This makes the bar at the top of the ongoing sales cue
to turn to Amber when the sales are between 30.00 and 40.00.
Finally, the High range style, represented by red, stands for the unfavorable values. The
red colour shows up when the ongoing sales exceed the Threshold 2 value that has been set. In
this case, the bar at the top of the ongoing sales will turn to red once the ongoing sales are more
than 40, and that means they are unfavorable. The screenshot below shows the dashboard. Note
the color of the bar at the top of each cue (Chow, A. 2016). This screenshot shows the home page
before personalization.

The following screenshot shows how the cue values were set up as explained before.

The following screenshot shows how the cues looked like after setting them up with the
values given.
The main challenge that I faced in this activity was finding my way around the program
(Demiliani, S. 2017).But after consulting my peers and referring to books, it was no longer a
challenge.
Below is the filled datasheet
Record Value
Ongoing Sales Invoices 32
Bar colour before personalization Amber
Bar colour after personalization Amber
Activity 2: Advanced filtering

The following was the provided information
Account Number: 2320
Account Name: Customers Foreign
The activity involved finding the account receivable from the Charts of Accounts page
and calculate the net change for January 2018 on the account named Customers Foreign, with
account number 2320. Calculations were to happen on Microsoft Excel.
The first step I took was to find the Account with the name ‘Customers Foreign’. To do
this, I was supposed to apply filters to the Charts of accounts page on the various columns as
shown below.
The ‘No.’ column was filtered by specifying the account number as 2320. This method
efficiently retrieved the account 2320, since it was the only account with the number 2320. The
screenshot below shows the results after filtering.

The following screenshot shows the opened account
The next step was to open the account in MS Excel. This was straightforward as there
was an option that exported the whole account to excel fast. The screenshot below show the data
in excel.

Below is the datasheet for this activity:
Record Values
Filter Criteria used Column filters (A/c
number column)
Original net Change value 258,115.69
Net change value for January 2018 only 108,999.98

Activity 3: Using multiple filters
This was the final activity that involved updating all domestic customers that do not
reside in Queensland and that have a zero balance. This involved applying multiple filters to
different columns of the page (Demiliani, S. 2017)). The ‘state; column was filtered first as
shown in the screenshot below. Using the symbols <>@QLD means ‘do not include rows with
the state value of QLD’. This excluded those who resided in Queensland as shown below.

The final filter was for those customers who had 0 balance, and did not reside in
Queensland. Filtering to find the customers whose balance was zero involved filtering the
‘balance’ column as shown below:
The following screenshots shows the effect of the multiple filters on the page.

Below is the activity’s datasheet
Record Value
Filter Criteria used Where balance= 0
And
State not equal to ‘QLD’
Resulting customer names Candoxy Canada Inc.
Elkhorn Airport
London Candoxy
Storage Campus
A
Metatorad Malaysia
Sdn Bhd
Highlights
Electronics Sdn Bhd
TraxTonic Sdn Bhd
Somadis
Maronegoce
ElectroMAROC
Zanlan Corp.
Karoo Supermarkets
Durbandit Fruit
Exporters
Woonboulevard
Kuitenbrouwer

Meersen Meubelen
Candoxy Nederland
BV
Nieuwe Zandpoort
NV
Lovaina Contractors
Francematic
Parmentier Boutique
Livre Importants
Corporación Beta
Helguera industrial
Bilabankinn
MEMA Ljubljana
d.o.o.
EXPORTLES d.o.
Centromerkur d.o.o.
Sonnmatt Design
Pilatus AG
Möbel Scherrer AG
J & V v.o.s.
PLECHKONSTRUK
T a.s.
Michael Feit -
Möbelhaus