Send Document

In NAV 2016 on Posted Sales Invoice screen option is provided to send documents to multiple source like

  • Send to Printer ,
  • Send document by email to customer,
  • Save it to disk
  • Send document to exchange service.

One can find the option on Posted Sales Invoices as follows

In this option user can send document to directly to printer or send document via email or save the document to disk  in PDF format. This will basically reduce the work the save the file in PDF and then attach it to email  and send to customer.

In the above option when user click on option where one can select to Use ‘Yes (Use Default Settings)’ or ‘Yes (Prompt for Settings)’.

1) Yes (Use Default Settings):- This will use default settings  of system for printer,email etc.

2) Yes (Prompt for Settings) :- By selecting this option user can configure

For example if user selected email option for prompt for settings then screen will look like

In this screen user can add details required options and send email .If you selected ‘Edit in Outlook’ so email will open in default outlook client and you can edit the message Big Smile

 

Cheers…

NAV Client Development

Recently I was exploring Web Client of NAV 2016  (One of nice client of NAV) and found that lot of things got disturbed when view the custom pages on web client (I was under impression that everything will show correct on web pages automatically).Of  course I read the limitations of NAV but I was not aware that it will hamper so much on custom pages where we are  switching controls  based on the condition/process i.e show/hide the controls.

But now what to do this is not working as per windows client  Sad

Am I need to do fresh development for web pages ??? Oh this will kill the time and more on investment.

By searching I come across some new functions defined by NAV and I was like Big SmileBig Smile

They come up with something like DEFAULTCLIENTTYPE,CURRENTCLIENTTYPE functions

Using these function one can write the different code for different client like Windows,Web,Tablet,Mobile

How Do I use:

Defaulclienttype :- This functions always return the value ‘Windows’ even after viewing on other client of NAV

CURRENTCLIENTTYPE :- This functions return the NAV client type that is running in current session. As well as one can use this function to GetURL of the current client

One can written the different program for web client and windows client.

You can write something like

IF CURRENTCLIENTTYPE = CLIENTTYPE::Web THEN BEGIN
    <Your program goes here>
END

To Get URL
You can write

ClientUrl:-=GETURL(CURRENTCLIENTTYPE)

Using this functions could manage some of functionalities to view on the web client but still some resistance (due to limitations of web client) is there.

If the page contains any actions button switch off/on based on some process and one has return program using visibility property of page  then it will not refresh automatically one Need to press ‘F5’ whenever the page need to refresh. Surprise

Hope in coming future Microsoft will come up with some features which will enable everybody to use web client just like windows client (RTC)

Looking forward for NAV 2017 Web Client.

Cheers

Notifications in UI -NAV 2017

This is really interesting feature introduced in NAV 2017 as Notifications in UI.

NAV 2017 comes up smarter way to send notifications to the UI in Web Client .This will provide notifications to the user about what is happening in transactions.

This will helpful during

1) Shortage on Inventory

2) Customer Balance is negative

3) Customer credit limit exceeded

and many more…….

In the development environment, you create notifications in C/AL by using the newNotification and NotificationScope data types and the following functions.
MESSAGE specifies the content of the notification that appears in the UI

  1. SCOPE specifies the scope in which the notification appears, which can be LocalScope or GlobalScope.
  2. SEND sends the notification to be displayed by the client.
  3. ADDACTION adds an action on the notification.
  4. SETDATA and GETDATA set and retrieve a data property value for the notification, which is typically needed when actions are invoked.

All the notifications will fire after the validations errors.

Cheers!!!!!!!

Account Categories in the Chart of Accounts- NAV 2017

This is one of the new improvement in Financial management -Chart of Account

Now one can define categories and subcategories in chart of account itself . This feature is useful for reporting purpose as well as categorization of ledgers.

Straight from MS :

We have added account categories and sub categories so you can group general ledger accounts to fit your need for financial reporting. For each G/L account, you can specify the account category so that ledger entries posted to this account are categorized as assets or liabilities, for example., or an income or an expense, and so on.
For each account category, you can choose between different sub-categories. You can also create new sub-categories to fit your need. For example, for the G/L account category Income, you can define as many sub-categories as you need so that you can differentiate between income from services and income from product sales.

I loved this feature as in initial version we have to add these as custom field and prepare reporting based on the same ( Specially in Indian version)

 

Cheers…

Dynamics NAV 2017 Featurs

Today I was just roaming around partner source and found that Microsoft has released features list for NAV 2017  beta version

Really coming up with some new features

1) More support of OCR for incoming documents

2) Item Attributes

3) Improved cancellation of Sales & Purchase documents

4) More improvements on functional areas like JOBS,CRM,Finance

5) Smart Notifications on UI

6) Improved extensions

7) Application are tagging

You can download the feature list from  https://mbs.microsoft.com/Files/partner/NAV/Readiness_Training/ReadinessTrainingNews/WhatsNewDynamicsNAV2017LimitedBeta.pdf

 

Cheers

Here Comes NAV 2016

Yesterday Microsoft Announces general availability of NAV 2016 and all the speculations goes that ‘When MS will release 2016 ?’ Even though I was waiting for this major release to be announced as few of my customer was asking almost on daily basis when we will upgraded to NAV 2016

NAV 2016 comes with bunch of powerful features and it is one of the major release of NAV.

Some of Key Features

1) New Phone client which enables working on mobile .Almost every platform i.e IOS,Windows,Android

2) Pre-Built Microsoft Power BI data connections i.e. native

3) Native Integration with Microsoft Dynamics CRM

4) Availability with new cloud option to deploy MS Dynamics NAV on MS Azure SQL Database

5) Document Management, Workflow and OCR

 

You can download from following link

https://mbs.microsoft.com/partnersource/northamerica/deployment/downloads/product-releases/msdnav2016download

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