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
|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.
|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.
|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.
|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.
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
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.