Annata 365 for Finance and Operations covers industry-specific needs throughout the entire lifecycle of a product, all within one solution. This includes manufacturing, import & wholesale, dealer management, rent and fleet management. The following is only a brief overview of the key capabilities of this tried and true industry solution, please visit for more information.


The contracts module improves the handling of contract-driven loans or after-sales service agreements, with periodic invoicing. The contract module supports many different devices and item handling. The contract life cycle starts when the contract is created. Periodic invoicing is the fee-gathering process, which is the next step, and lasts until the “Contract to” date is reached. After that time, the contract is ended.

Device management

The Device management module is one of two cornerstone systems in the Annata d365. The other is the Work order management module. The device is a generic term used to describe specific items that share the property of being handled as single units. These items generally need full tracking and traceability throughout their entire lifecycle of trade, ownership, and service. A device can be anything from simple appliances such as washing machines or complex devices such as vehicles, heavy machinery, medical devices or turbines. The Device management module supports some country-specific registration requirements and brand-specific coding. It also supports the electronic transfer of data to and from different external parties within the supply chain collaboration. Along with Dynamics 365 Inventory management, the Device management module supports all stock movements (e.g. purchase, transfer between locations and sales). These movements can be performed directly from the device, from the sales or purchase forms, or from a specially designed item and stock browsers.

The main features of the Device Management module are:

  • Control all relevant information for vehicles and machinery (devices)
  • Manage multiple brands
  • Devices grouped by brands, classes, and models
  • Seamless integration with inventory, sales, purchase, project, work order and fleet modules
  • Configuration for both exterior and interior of the device
  • Installation and removal of accessories both prior to sales or during sales
  • Service orders used for accessory installation
  • European “Certificate of Conformity” (COC) and “Type Approval” handling
  • Custodian and owner history
  • Pricing at item, configuration, and individual device levels
  • Transaction log at device level
  • Monitor each device with device tracking/location and status updates
  • Fleet transfer (many devices can be transferred simultaneously)
  • Fleet sales (many devices can be sold with a simple process)
  • Cater for parent/child devices (e.g. a crane on a truck) using device hierarchy
  • Trade-ins with a trade-in chain fully supported
  • Trade-in sales and purchase process as an integral part of the new/used sales function

Parts management

  • Item grouping
  • Item templates
  • Item pricing
  • Supplier items
  • Item creation
  • Refund handling
  • Item change
  • Item browser
  • Item statistics
  • Supplier item pricing
  • Master planning
  • Emergency orders
  • Dangerous goods handling
  • Device reference

Dealer portal

Manufacturers and importers manage their operations using the Annata 365 for Microsoft Dynamics 365 for Finance and Operations (Annata D365) solution. To facilitate the communication between dealers, manufacturers, and importers, the Annata Dealer Portal provides a web interface that integrates seamlessly with Annata D365. Dealers can create, monitor, and maintain transactions directly with the manufacturers and importers through the Dealer Portal. For example, dealers can create parts orders, view parts orders, and view invoices in the portal. Transactions related to devices will be based on those that already exist in Annata D365.


The Rental module provides rental capabilities, extending the use of Device management and even Work order management. The Rental module includes the ability to:

  • Define rental items and devices
  • Setup rental charges and link them to their appropriate rental rates
  • Define different rental rate types for different rentals
  • Define charges for periods, usage or wear
  • Process rental orders from quotation or confirmation to return
  • Process checklist type inspections on entering or leaving the rental location
  • Process transfer orders between rental locations
  • Invoice customers at set intervals, via sales invoice or project invoice
  • Process long-term and short-term rentals
  • Redistribute rental items to stay within the minimum and maximum levels

Work order management

The work order management module supports after sales service with spare part management for multiple warehouses and service order management for multiple workshops. Service and work order management also provides an overview of the service history for each vehicle.

Effective service management is vital to help ensure customer satisfaction for service-oriented companies and to gain a competitive edge in the marketplace. As a company grows, more demands are placed on its service operations and customers have increasingly higher expectations, however, providing excellent service can be costly. To compete effectively and meet these demands, a company’s business management software should include service management functionality, which can help support excellent service to customers and enable a company to place tighter control on costs and revenue.

Annata Work Order Management is integrated with the Microsoft Dynamics 365 Project Accounting module. It is intended to help companies increase the productivity of their service operations. It is specially designed for companies that either produce or purchase devices with the intention of selling and servicing those devices.

Warranty claims

Warranty claims are used to reimburse the various service contracts between the manufacturer, the importer, the dealer and the end customer. Warranty claims are also used to collect reimbursement fees from the manufacturer for warranty repairs and service repairs due to a manufacturing fault (i.e. Service campaigns).
The warranty claims process uses the project adjustment functionality to move transactions between the parent project (Work order) and the child project (Warranty claim). The child project for the warranty claim is created automatically during the warranty claim creation process (Warranty claim wizard).
It is important to mention that all transactions which are to be warranty claimed must be entered using the item requirement project adjustment. All claimed transactions are posted through the fee journal regardless of whether they are for a preliminary invoice or the final invoice.


  • Payment management
  • Service regions
  • Employee default values
  • Marketing campaigns
  • Sales totals
  • Sales and marketing
  • Sales price markup
  • Sales and purchase order subtypes
  • Preregistered vendor invoices
  • Preregistered vendor packing slips
  • Document management extension
  • Search engine
  • Document queue
  • Notifications framework
  • System administration