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NAV 2016 Managing Sending Documents Features


NAV 2016 Managing Sending Documents Features

In NAV 2016 managing mailing & sending documents process has been improved.
Compared to the NAV 2015 version, you can send documents to printer, via email and via EDI in a single operation, also you can set a default “document sending template” for each customer.
For this purpose new NAV objects have been introduced.

“Old” NAV 2015 > E-mail Dialog 9700

New Pages NAV 2016

 

New &Updated Codeunits

.. below some examples of NAV 2016 new possibilities

Document “Sending Profiles”

Ø You can define separate “Sending Profiles”, for example EMAIL, PDF, EDI, FULL Sending : PRINT+EDF+EMAIL+EDI …

Page Detail Configuration

Ø With “Sendig Options” you can define each separate configuration: PRINTER, EMAIL, ATTACH, DISK, EDI

“How-to” set-up a document sending profile

Field Description
Code Specify a code to identify the document sending profile in the system.
Description Describe the document sending profile.
Default Specify if the document sending profile will be used as the default profile for all customers.

The Default check box can only be selected for one Document Sending Profile record. To deselect a check box, select another check box.

Printer Specify if the document is printed when you choose the Post and Send button. You can choose between the following options:

o No: The document is not printed.

o Yes (Use Default Settings): The document is printed according to the default printer setup.

o Yes (Prompt for Settings): The document is printed according to settings that you make on the printer setup dialog.

Email Specify if the document is sent by e-mail to the customer when you choose the Post and Send button. You can choose between the following options:

o No: An e-mail is not created.

o Yes (Use Default Settings): The document is attached to an e-mail to the customer according to the default settings for e-mail sending.

o Yes (Prompt for Settings): The document is attached to an e-mail according to settings that you make in the Send Email window.
In the E-Mail Attachment field, select the type of file to attach.

Disk Specify if the document is saved to a file location when you choose the Post and Send button. You can choose between the following options:

o No: No file is saved.

o PDF: The document is saved as PDF to the location that you specify.

o Electronic Document: The document is saved as an electronic documernt to the location that you specify.
In the Format field, select the format of the electronic document.

Electronic Document Specify if the document is sent as an electronic document that the customer can import into their system when you choose the Post and Send button.

You can choose between the following options:

o No: An electronic document is not created.

o Through Document Exchange Service: The document is sent as an elekctronic document.
In the Electronic Format field, select the format of the electronic document.

Electronic Format Specify

EDI Format

Ø It’s possible to define EDI formats (PEPPOL 2.0 AND 2.1)

“Send a document”

Ø with “Send” Button (in this example on “Posted Sales Invoice” List page) you can send your documents

Only Mail + PDF export

 

Full MAIL + PDF + EDI Export

Customer’s Default

On Customer Page you can set “Default Profile” for each customer.

 

To specify a “sending profile” on a customer card

On the Communication FastTab, in the Document Sending Profile field, select a profile that you have set up as described in the previous procedure.

After you can retrieve Customer’s Default Sending Profile during sending documents process.

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