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Valuation 365 for Microsoft Dynamics 365 Business Central

Valuation 365 connects to item movements in Microsoft Dynamics 365 Business Central and helps determine relevant values for the annual inventory. The app enables you to correctly prepare and value your company’s current assets using the statutory valuation rules.

Solution scenarios with Valuation 365

Inventory valuations made easy

To present the stock value on the balance sheet cut-off date, you need informative documentation for the auditor. Quickly and easily determine stock values according to certain criteria and maintain precise evidence.

Valuation of stock value without Excel

Do you still calculate your stock value on the balance sheet date using complicated formulas in Microsoft Excel? Avoid thousands of Excel operations and formula errors! Let your system independently calculate all valuation rules, saving you time and money.

Valuation according to the strict lowest value principle

Evaluate your products according to the strict lowest value principle. Criteria such as mobility, age structure, expiration date or range are taken into account. Or carry out specific valuation adjustments.

Optimisation of stock through the best possible depreciation of items

Evaluate your stock in the best way possible, no matter whether that’s monthly, quarterly or once a year for the annual inventory! Taxes can be saved using the best possible depreciation scenarios according to your own set of rules.

Complete transparency with the lowest-value principle

You can assign individual valuation rules to the items and products in the inventory; these are then applied when interpreting it. The depreciation amounts that the software subsequently proposes follow the strict lowest-value principle. When making individual value corrections, you are free to adjust the values manually.

  • Subscription management
  • Flexible billing models
  • Fully automated process

Always the right valuation

Any number of valuation rules can be assigned to the items managed in Microsoft Dynamics 365 Business Central. All quantities in the inventory are calculated using the assigned rules and Valuation 365 then makes a depreciation proposal. The criteria for depreciation include valuation according to:

  • Lowest value
  • Item range
  • Age structure
  • Stock outflow procedure
  • Storage locations
  • Batch expiry date
  • Lowest value foreign currencies
  • Manual specific valuation adjustments

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Pricing models & trial version

On Premises – pricing model

Billing periodprice
One-off licence fees
+
annual maintenance (19%)1
3.990,00 €

758,10 €
Monthly subscription2See Cloud – pricing model

Explanations:
1 The annual maintenance is automatically extended by one year if not cancelled 3 months before the end of the term.
2 On Premises Subscription is charged according to the applicable cloud pricing model.

Cloud – pricing model

Scaling of userslicensed Dynamics BC UserPrice per month1Annual billing 12 periods2
0-25219,00 €199,00 €
26-50252,00 €229,00 €
51-100329,00 €299,00 €
101-200439,00 €399,00 €
201-500549,00 €499,00 €
>500659,00 €599,00 €

Explanations:
Subscription periods with price guarantee of up to 3 years possible – thereafter cancelable with a notice period of 90 days (annual subscription). After expiry of the price agreement, the prices of the current stand price list valid at that time apply.
All subscriptions begin on the start date of activation, or based on the date of the order.
The subscription amount applies to one production instance (environment). Further production instances (environments) must be ordered additionally and named in each case.

Before billing for a particular period, the basic data (number of users, number of environments, subscriptions) are determined and form the basis for billing for the next period. For annual amounts already billed (SAAS), corresponding changes are billed on a pro rata basis.

1 Monthly billing with a minimum term of one year. After one year, automatic renewal for a further monthly period if not canceled 30 days before expiry.
2 Annual billing in advance – Automatic renewal for a further year at the end of the year if the contract is not terminated 90 days before the end of the term.

System requirements / product availability

NAV 2009R2 – NAV2018BC13 – BC14BC15 – BC25BC SaaS
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Webinars for Valuation 365

You can find all information about Valuation 365 in our factsheet and onlinehelp.

All features in detail

General

You can assign individual valuation rules to the items and products in the inventory; these are then applied when interpreting it. The depreciation amounts that the software subsequently proposes follow the strict lowest-value principle. When making individual value corrections, you are free to adjust the values manually. Purchasing Valuation 365 can be worthwhile under many conditions, for example if

  • you have already had to develop workarounds for certain points or in other apps
  • determination with Excel is too time-consuming and the standard functions provided by Microsoft Dynamics 365 Business Central are insufficient.
  • you have problems making your external auditor understand how your results were derived as well as their transparency.
  • you want comprehensible mapping of the strict lowest-value principle and a correct valuation of the assets on the balance sheet date.
  • you want to carry out several valuations per year, such as periodic ones
  • you want to optimise your inventory valuations

About CKL

independent

As an independent software manufacturer, we operate worldwide.

experienced

CKL was founded in 1997 and became internationally known for its cost and performance accounting.

networked

More than 180 registered partners, 4,000 installations.

certified

CKL is an official Microsoft partner.

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Do you have any questions?