Industry: Oil & Gas Manufacturing
Company Overview
The client is a leading Indian OEM that designs and manufactures high-pressure, high-temperature (HPHT) oilfield equipment, engineered systems, and end-to-end solutions for drilling and production operations. With a strong presence in India’s Oil & Gas engineering sector, the company delivers critical products that support safe, reliable, and efficient field operations across the upstream value chain.
The Challenge: No Process Control, No Inventory Visibility
Our client was facing critical operational challenges rooted in inconsistent processes and system configuration issues. These gaps impacted procurement, production planning, inventory accuracy, and cost management.
Key Pain Points
1. Core Process & Cost Issues
- Uncontrolled Workflows: Procurement, Subcontracting, and Production Planning lacked a defined process flow.
- Unit Cost Inaccuracies: Missing or incomplete purchase invoice data caused unreliable cost calculations.
- Approval Delays: Incorrect approver setup created bottlenecks in PRQ/PO approvals.
2. System & Inventory Challenges
- Restricted User Access: Frequent permission conflicts stopped users from executing critical tasks.
- Poor Inventory Control: Limited visibility into stock reservations, lot tracking, and negative stock occurrences.
The Solution: Restoring Control, Standardization & Accuracy with Dynamics 365 Business Central
CodeValue’s approach focused on strengthening the client’s core operational backbone by fully leveraging the capabilities of Microsoft Dynamics 365 Business Central. The goal was to bring standardization, cost accuracy, and process control across procurement, inventory, production, and financial operations.
Key Interventions
1. Workflow Control
- Reconfigured PRQ & PO approval workflows using Business Central’s built-in approval management.
- Corrected the approver hierarchy to eliminate delays and rejections.
- Ensured all procurement actions follow a structured, audit-ready, Business Central–aligned workflow.
2. Access & Security Optimization
- Conducted a full review of permission sets and security roles within Business Central.
- Assigned correct, role-based access for Purchase, Stores, and Accounts teams.
- Eliminated permission conflicts, enabling seamless system usage and reducing dependency on admins.
3. Cost & Data Accuracy
- Implemented Business Central’s mandatory link between purchase invoices and item master updates for consistent unit costing.
- Resolved historical cost discrepancies and ensured real-time, reliable unit cost values.
- Standardized data entry practices to ensure Business Central holds complete, accurate financial and inventory data.
4. User Training & Process Adoption
CodeValue provided focused training to the Purchase, Production, Stores, and Accounts teams, covering:
- Unit Cost Management
- Production & Subcontracting Order Processing
- Inventory & Transfer Order Management
- Accounts & Posting Practices
This ensured all teams, including Accounts, were aligned and confident in using the streamlined Business Central processes.
Key Results & Business Impact
- Streamlined Approvals: PRQ, PO, and vendor approvals now move without delays.
- Higher Operational Efficiency: Precise stock visibility and accurate costing across production and subcontracting workflows.
- Better Decision-Making: Real-time dashboards in Business Central support informed planning and faster action.
- Empowered Users: Teams can independently manage approvals, postings, and cost updates without system conflicts.
Conclusion
The CodeValue team’s deep expertise in optimizing Microsoft Dynamics 365 Business Central enabled the client to regain control over procurement, production, costing, and inventory operations. By standardizing workflows, improving data accuracy, and empowering users with the right system skills, the organization now operates with greater efficiency and real-time visibility. With accurate costing, streamlined approvals, and reliable stock insights, leadership has the transparency and control needed to drive confident, data-backed decisions and support long-term operational growth.