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Winfosoft Metals PRO for Dynamics 365 Finance and Operations

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Custom Solutions for Your Industry

Winfosoft Metals PRO: ERP Module

Winfosoft Metals PRO is built for Microsoft Dynamics 365 Finance and Operations and Business Central ERP solutions, using the technology of Microsoft’s D365. It adds functionality and processes that are required for Metals companies throughout D365 F&O and BC. Our custom module streamlines processes and makes the user experience superior to a best-of-breed bolt-on solution.

Key Users of our Winfosoft Metals PRO consist of:

  • Metals Manufacturers
  • Metals Fabricators
  • Metals Service Centers

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Functionality of Winfosoft Metals PRO

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Sales Quotation & Order Management

For Sales Quotes or Sales Orders of metal services and tolling operations, the Winfosoft Metals PRO automates your processes by calculating costs and determining lead times of metal processing services effortlessly.

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Metals EDI

Our system includes essential EDI processes:

  • Inbound 856 Advanced Shipping Notice
  • Outbound 856 Advanced Shipping Notice
  • Outbound 861 Receipt of Shipment
  • Outbound 870 Order Status
  • Outbound 846 Inventory Inquiry

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Advanced Quality Management

Manage physical, mechanical, and chemical metal specifications with superior precision. The Winfosoft Metals PRO is designed for production in process testing and quality lab processes. Our module features the advanced rules that metals companies require for conducting quality tests for standard and customer-specific specifications. Winfosoft provides the ability to seamlessly create certifications based on testing rules.

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TAG Management

Recording, tracking and printing the TAG numbers is a key requirement for metals companies. The Winfosoft Metals PRO effortlessly records, tracks, and prints TAG numbers containing key item information for streamlined operations, such as Heat Numbers, Parent TAGs, Metal Grades, Widths, Gauges and Lengths, Production orders, Special Notes, etc.

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Production Order Splits

Split production orders seamlessly with all posted transactions correctly moved to the split Production Order. Whether it’s the same item number or a different item number, our system ensures smooth and consistent order management.

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Outside Vendor Operations

Keep track of your inventory at vendors where you have sent materials for metal services. You can easily change the vendor for outside vendor operations on the routing and update the vendor cost as needed. Automatically create purchase orders or purchase order lines based on rules for the vendor processes. Vendors can also optionally ship the products directly to your end customers with the correct tags and related information, streamlining the process for you.

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Shop Floor Control

The Winfosoft Metals PRO features easy-to-use forms for displaying schedules, testing requirements, quality specs, and special notes. Production operators can record times, quantities and scrap and testing results accurately, print/re-print TAGs on demand, and enhance shop floor efficiency with Winfosoft.
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Choose Winfosoft – Metals Industry Experts

Get Microsoft Dynamics 365 for the Metals Industry

Are you looking to propel your business to new heights in the metals industry? Look no further than Winfosoft, a globally recognized Microsoft Partner with over 30 years of expertise in metals ERP software. Our superior Metals PRO module for Microsoft Dynamics 365 Finance and Operations & Business Central sets us apart from the competition. 

By choosing Winfosoft, you are choosing success. Achieve excellence with specialized solutions tailored to your unique challenges, industry-leading consultants, and a proven methodology for success. Partner with Winfosoft today and watch your company thrive with streamlined processes and unparalleled support. Make the right choice for your business – contact our expert consultants today or give us a call at (888) 423-1844.

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    WinfoSoft Metals Pro Solution for MD365 FAQs

    Winfosoft Metals PRO is a specialized module built on Microsoft Dynamics 365 Finance & Operations and Business Central that adds industry-specific functionality tailored to metals manufacturers, fabricators, and service centers. The module streamlines metals-specific processes including sales quotation and order management, quality testing, TAG tracking, and vendor operations. Rather than relying on generic ERP bolt-on solutions, Metals PRO integrates seamlessly with Dynamics 365’s core functionality, providing a superior user experience and more efficient workflows. The solution leverages 30+ years of metals industry expertise to address the unique challenges of metals operations.

    Winfosoft Metals PRO includes advanced quality management designed specifically for metals operations, enabling tracking of physical, mechanical, and chemical specifications with precision. The system supports production in-process testing and quality lab processes, with advanced rules configured for metals industry standards and customer-specific specifications. Testing results automatically flow into the system, and certifications can be generated seamlessly based on testing rules and outcomes. This automated quality management reduces manual documentation, ensures compliance with specifications, and improves accuracy in delivering certified materials to customers.

    Winfosoft Metals PRO automates TAG number recording, tracking, and printing with all relevant metal information including Heat Numbers, Parent TAGs, Metal Grades, Widths, Gauges, Lengths, and Production Order details. TAGs can be printed on demand and reprinted as needed throughout production and shipment. The system also enables seamless production order splits, automatically moving all posted transactions to the split order while maintaining accuracy and consistency. Whether splitting by the same or different item numbers, TAG management ensures traceability and proper identification of materials throughout the entire production and fulfillment process.

    Winfosoft Metals PRO includes essential EDI processes for metals operations including Inbound 856 Advanced Shipping Notices, and Outbound 856, 861, 870, and 846 messages for shipments, receipts, order status, and inventory inquiries. The system supports outside vendor operations by tracking inventory at vendors where materials are sent for metal services, allowing easy vendor changes on routings and cost updates. Purchase orders can be automatically created based on rules for vendor processes. Vendors can optionally ship products directly to end customers with correct TAGs and information, streamlining the fulfillment process and reducing handling complexity.