PrintVis User Types – A Deep Dive

The PrintVis Orbit Shop Floor User

 

PrintVis Full User

Based on the Microsoft Dynamics NAV full user, this user type is intended for all who require total access to NAV functionality, creating G/L entries and administrating the PrintVis setup. Any users who need to create G/L entries would fall under the category of Admin Users. Examples include those who post sales invoices, purchase invoices, post inventory cost to G/L etc.   Admin User licenses provide users complete read-and-write privileges for all of the licensed solution functionality through any and all modes of access. This includes the Windows Client and the Web Client, and, in the case of Microsoft Dynamics NAV 2013, the Microsoft SharePoint Client or any other mode of access going through the API (including Web Services). Full User licenses are designed for users who require unlimited read-and-write access. As long as the number of users needing simultaneous access to the solution does not exceed the number of Full User licenses purchased, these users will have full read-and-write access to the complete solution functionality.
PrintVis Full User Features

  • Full Access to All Areas of the Software and All Data in Printing Orders at Once
  • Microsoft Dynamics NAV
  • Comprehensive Estimating Tools
  • Purchasing and Invoicing
  • Account Management
  • Bookkeeping
  • IT Management, etc.

PrintVis Front Office User

Based on the Microsoft Dynamics NAV Limited User, this user type is ideal for those who do not need to administer the PrintVis setup or create G/L entries (e.g. post invoices), but who do require full access to the PrintVis functionality (access to all “Runtime tables”). Ideal for the remote salesperson to generate quotes or update customers on the status of their order from the road. This user type can cover the needs of most PrintVis users and as such offers tremendous functionality at a wonderfully affordable price. Only the PrintVis setup cannot be modified. As this user type is based on the NAV Limited User, it also has full-read but limited write access, per the NAV Limited User definition. This means the user has full-write access to a maximum of 3 table objects in any range number, with the exceptions of the Limited User table range. The 3 table objects are counted from the moment of login and will be reset when logging off; therefore the 3 table objects do not have to be predefined for the user.

Examples for typical Front Office User

Sales persons responsible who are working inside the company or remotely with the typical work tasks:

  • Create New and Maintain Existing Contacts and Customers
  • Create Cases and Estimates
  • Send Quotes to the Customer
  • Create a Sales Order
  • Run a Sales Report from within Microsoft Dynamics NAV
  • Track the Status of the Sales Pipeline

Estimators who are not Maintaining Machine or Price List Setup with the Typical Work Tasks

  • Create New and Maintain Existing Contacts and Customers
  • Create Cases and Estimates
  • Send Quotes to the Customer

Coordinators Who are not Maintaining the Setup

  • Create New and Maintain Existing Contacts and Customers
  • Create PrintVis Cases and Estimates
  • Create PrintVis Orders
  • Send Quotes and Order Confirmations to the Customer
  • Create/Prepare Drafts for Invoices Track the Order Progress

Order Planners who are not Maintaining the Capacity Setup or Calendars

  • Create and Maintain a Production Plan with Pool and Fine Planning
  • Create and Maintain Milestones on an Order
  • Print Job Tickets
  • Track the Order Progress

Receptionist , Personal Assistant

  • Obtain and Update Customer or Employee Information
  • Run Reports for Management
  • Track the Status of a Delivery
  • Monitor KPIs
  • Create Reports in Microsoft Office Excel on Real-Time Data from Microsoft Dynamics NAV

PrintVis Shop Floor User

Based on the NAV Limited User, this user type covers the typical functionality needed for shop/production floor data collection (machine operators), shipping clerks and warehouse workers. G/L entries are not possible with this user type. The Shop Floor user type has full read access to all table objects. Write access is limited, based on the NAV Limited user definition. For the PrintVis functionality the limitations are not table based but rather functionality based. The PrintVis Shop Floor User has full write access to a maximum of 3 table objects in any range number, with the exceptions of the Limited User table range. The 3 tables are counted from the moment of the login and will be reset when logging off; therefore the 3 tables do not have to be predefined for the user.

Examples for Typical Registration User
Machine Operators / Production Employee Time Documentation with the Typical Tasks:

  • View the Production Plan
  • Open and View Details about the Order to be Produced
  • Create Time Documentation for all Needed Working Operations, Directly for PrintVis Job Costing or as Indirect Time
  • Create comments for the time documentation
  • Post Item Consumption – If the Automatic Cost Posting to G/L is not Active in the NAV Inventory Setup (as this setting would create direct G/L entries).
  • Change Status on the orders and planning units
  • Answer Quality Assurance Questionnaires

Shipping Clerk

  • Create and modify Shipments Records
  • Print address labels, Way Bills and Delivery notes
  • Change Status on the Orders and Planning Units

Warehouse Workers with the Typical Tasks:

  • Post Item Consumption – If the Automatic Cost Posting to G/L is not Active in the NAV Inventory Setup (as this setting would create direct G/L entries).
  • Receive Incoming Goods in the Warehouse through the Handheld Scanner or Manually
  • Picking and Packing Orders from the Warehouse
  • Ship Orders on Schedule
  • Keep Inventory Accurate

Remote or Light Purchase Agent

  • Create a New Purchase Order in any Client for Microsoft Dynamics NAV
  • Keep Track of Delivery of Purchase Orders
  • Access to Supplier Details in Microsoft Dynamics NAV