Foundation Pack Manual - Amazon S3Pack+2016+Manual.pdfFoundation Pack Manual 2016 Page 10 V....

Foundation Pack Manual 2016

w w w . C o s t C o n t r o l S o f t w a r e . c o m

Foundation Pack 73 Enhancements for Microsoft Dynamics NAV

Produced and Distributed by: Cost Control Software, Inc.

12409 Old Meridian Carmel, IN 46032

Phone: (317) 846-6025



Table of Contents

I. Foundation Pack Video Manual…………………………..........3

II. Application Description…………………………………………...4

III. Installation……………………………………………………………6

IV. Setup…………………………………….……………………………7

V. Workflow……………………………………………………………..10

A. Small Business Role Center………………………………………...11

B. Financials…………………………………………………. …........15

C. Cash Management…………………………………….................19

D. Sales & Marketing………………………………………................19

E. Purchasing…………………………………………………………37

F. Inventory…………………………………………………………...49

G. Resources………………………………………………….............64

H. Global Improvements………………………………………..........65

I. SendasPDF………………………………………………………….70

J. CRM Enhancements……………………………………………….81

VI. Other Available Add-on Products……………………………...85

VII. Support……………………………………………………………….86



I. Foundation Pack Video Manual If you prefer to learn by watching videos (vs. reading), you are welcome to view the following key features in Foundation Pack 2013 via video presentations. Please click the link below to watch the videos.

1. Installation

Importing the objects [1:00 - 4:10]

Replace w/ importing the Rapid Start Company data [4:11 – 7:59]

Go to RTC to Cronus Foundation Pack Company because that is where we show the Foundation Pack Features [8:00]

2. E-Mail & Defaults

3. General Features

4. Setup & Quick Edit Features

5. Sales Quotes & Sales Orders

6. Purchasing

7. Inventory

8. CRM Introduction

9. CRM Opportunities

https://s3.amazonaws.com/FoundationPackVideos/Installation.wmv

https://s3.amazonaws.com/FoundationPackVideos/Email+and+Defaults.wmv

https://s3.amazonaws.com/FoundationPackVideos/genfeatures.wmv

https://s3.amazonaws.com/FoundationPackVideos/setupandquickedit.wmv

https://s3.amazonaws.com/FoundationPackVideos/salesquotes.wmv

https://s3.amazonaws.com/FoundationPackVideos/purchasing.wmv

https://s3.amazonaws.com/FoundationPackVideos/inventory.wmv

http://costcontrol.evplayer.com/crm-introduction/

http://costcontrol.evplayer.com/crm-opportunities/



IV. Application Description

Summary Did you know that database preparation typically takes 20 to 40 hours? Because you purchased Foundation Pack, you eliminated this un-necessary step. This document lists all the improvements to the Foundation Pack database that will make for a better start. You will see enhancements to Role Centers, Fact Boxes, Report Links and Placements, improved menu design, improved screen layouts, optimized Lists and Cards, CRM, and new Charts. They all combine for a 100% better kick off. This document lists the valuable features contained in this one database, and shows how to Install and Setup your new Foundation Pack Database

Objectives

Expected features are included in this “out of the box” solution. The features you are used to in your previous software will be there in the Foundation Pack.

As a new NAV user you get 70+ Features for the price of programming just 10 features.

As a new NAV user you will get a complete database that is easy for your NAV Trainer to Implement. Also, it will be easy to upgrade it in the future.

Rapid Start Company Dataset:

One “Template” Company with 80 tables pre-filled with needed setup data.

Backup RIM Co, Rename, and Restore for multiple company installations.

Saves on valuable technician’s time



Preconfigured Database for Quicker Start

Microsoft releases a database, and then delivers service packs, hot fixes and security data separately and periodically. To configure a database correctly you need to get the last database and add the service packs, hot fixes, and security data. This is very time

consuming, but done for you when you purchased “Foundation Pack”.

Foundation Pack will have current service packs, hot fixes, and security data pre-installed.



III. Installation Install Instructions for Foundation Pack:

1) Download Objects from either our FTP site or from an email.

2) Unzip the downloaded objects.

3) Create and Open your target NAV database. (Provided by your NAV Reseller)

4) You can import any object in the 14 million and/or 37 million range with no conflict. For Objects in the NAV Object Range, decisions need to be made. If the Database is “unmodified” then you can just import our FOBs. If the Database is “modified”, then you will hand integrate the FOBs. (Cost Control does provide integration service if you prefer to have someone else do the hand integration.)

5) If you ordered a “Database”: we will send FOBs and a Company Backup too. The Company Backup will contain 2 Companies: - The first company is the CRONUS company that we used for testing. This company is also good for your “Practice” and “Learning” as it has practice data installed. - The second Company is our enhanced RapidStart Company. The RapidStart Company will have most of the setup finished for you. Just re-name the RapidStart Company to “Your Company Inc.” (your real name), add your Customers, Vendors and Items. Start using NAV.

Always feel free to contact us with questions: (317)-846-6025



IV. Setup Once Installation is complete you need to setup this application for operation before you use the application.

Please follow these steps:

1. Setup additional Role Centers – (Enterprise, Sales Manager, Sales Person) Add the new role centers highlighted below and make the Enterprise Role Center the default role center for now. (Previous name was “Small Business” Role Center)

2. Fill in desired values in “Defaults Setup”. Departments\Financial Management\Administration\Setup\

See Feature #57 on Page 62 for an example of the Defaults Setup Pages.

Setup Send as Pdf email defaults

3. Fill in Email Defaults

Departments\Financial Management\Administration\Setup\

When you go to setup specific Customer and Vendor Emails you have a choice to

start with the email defaults that you setup here.

The text that you put in the Email body will understand some simple Html

formatting codes.

Here is a list of HTML Tags. The ones we would be using commonly are:

 = Line Break

 = Bold

 = Italics

<ul> = Underline

<img> = Insert an Image

http://www.w3schools.com/tags/tag_img.asp

And remember, all the “formatting” tags require an “End” to tell them where to

STOP the formatting change, e.g.

This text will be bold but this text will not.

http://www.w3schools.com/tags/tag_img.asp



4. Set “Logo” location to Upper Left.

Go to the Sales and Receivable Setup.

On the General Tab, set the default to always print the Logo in the Upper Left Corner of your documents if you are also using CCSI Reports Pack.

Pages that Include SendAsPDF



V. Workflow Foundation Pack is a set of 70+ Features and Enhancements to Microsoft Dynamics NAV. Our additional features does not changes the “Day to Day Process”, it just makes It does not change the “Day to Day Process”; it just makes the process easier with these additional features.

Enterprise Role Center

1. A new Role Center has been added – “Enterprise” Role Center. It is perfect for users that wear lots of hats.

Enterprise Role Center:



Role Center: (Activities)



Role Center Reports – Top Reports on Home Ribbon:

Enhanced “History” from Role Center’s Posted Documents:



Salesperson Role Center: (Sales Manager Role Center too, not shown)

Financials

2. There are three new Sub Totals on General Ledger Entry Window. Benefit: Easier to verify dollar amounts.



3. There is a new “Amount Total” on the General Journal for easier balancing.

4. The Chart of Accounts Window has been designed to show “Net Change” and “Balance at Date”.



5. “Twelve Month Spread” Column Layout on Account Schedules is included.



6. Sample Data Improvement: Assets = Liability + Equity

NAV 2009 GL Data has been corrected so the data foots out:



A. Cash Management

7. Cash Receipts Journal w/ new Customer Check Total. This makes it easier to verify the deposit ticket matches the screen.

B. Sales & Marketing

8. Customer List now as rapid access to View Sales History Details.



9. To save you time, we added “Customer Order Status” directly from the Customer Menu on the Customer Card. (quicker access) Benefit: Great for your Credit Department



10. We added “Balance Due” to the Customer List for a quick view. Benefit: Don’t get behind on your Accounts Receivable.

11. Quick Edit on List Windows: Added on Customer, Items, and Vendors. (Vendors

shown)



12. Collections comments visible on the Customer Ledger Entries Quick way to view comments on posted Invoice and Credit Memos and see them from the Customer ledger.

As there could be numerous comments on a posted invoice or credit memo, the

Comments on the Customer Ledger Entries will have a “specific” Code on the

comments to appear here. Each company can specify the Code that they want to

use. Then you set this “AR Comment Code” value in the Sales & Receivables Setup.

If you don’t set an “AR Comment Code” then the Comment field will say yes when it

finds comments that have no Code on the comment.



To use this feature, you will want to personalize the Comment page to show the

Code column as seen below.



13. Sales Order List: Added “Status” and “Outstanding Amount”

14. Option to block print of “Shipper” or “Receiver” on Post & Print invoice, in Sales &

Receivables & Purchases & Payables Setup. For instance, you may have already printed the shipment document when the warehouse posted & printed the shipment. So there is no need to print a shipment document again when you post & print the invoice.



15. Improved the sequence of the Dates on the Sales Order Lines.

Notice how “Outbound Whse Handling Time” adds to the Planned Shipment Date. (2D) Also, Shipping Time could be 1D (From Carrier Info) which calculates the Planned Delivery Date.

16. To improve the GL Posting Information we have added the “Posting Description” to the Sales Order Header for easy editing. This will be transferred to the Customer Ledger Entries to help identify the Invoices.

See Customer ledger:

Also see that the Foundation Pack included the “Your Reference” and “Salesperson Code” fields on the customer ledger entries.



17. Shipping tolerance: Set Tolerance factors on your SO Shipping.

18. “Your Reference” in the Sale Order Header is now also sent to the Customer Ledger Entries for reference and reporting.



19. Quick Access to Item/Resource’s “Sales History” from the Line’s Actions:



20. From a “Sales Quote” when you execute the “Make Order” function foundation pack will ask if you want to go immediately to the newly created Sales order. New option to “go to the order now?”.

21. More FactBoxes for Posted Documents. (Instant Statistics FB) (On Split Screen

View)



22. Posted Sales Invoices with Split Screen Foundation Pack is all about efficiency. Now from the list of Posted Sales Invoices you can see the Line Items in a new Sub-Form below each Header Line. Also notice the convenient Fact Box that shows the statistics of that Invoice.



23. “Archived Document” Enhancement. To enable the retrieval of Archived Documents we have added access to the documents from the “Copy Document” function. This is equivalent to the “Quote History” Granule. Notice you have access to Archived Quotes, Orders, or Invoices. (Actions, Sales Orders, Functions, Copy Documents)



24. Default Sales (and Purchase) Post Default by User. When you select Post on a Sales Order or Purchase Order, you can pre-set what choice is selected by user. Default setting is Ship and Invoice Or Pre-set by user

Example: Default to “Ship” for the Shipping Department users. (Administration, Application Setup, Users, User Setup)



25. “Customer Shipment Performance” Report (From Customer List)



26. Commission Report (R14,005,150)

This is a common report multiplying the Gross Sales X Commission Percent.

27. “Customer Sales History” Report



28. “View Sales History” - Quickly view Customer’s recent sales directly from the Customer Card or from the Sales Order Card. Notice that the history is at the detail level not a summary level. Note: This “Sales History” is also available directly from Quotes or Sales Orders.

Quick Access to Customer’s Sales History:



C. Purchasing 29. Vendor List with Balance ($):

30. Added Quick access to Vendor Purchase History from the Vendor List:



31. “Your Reference” on Purchase Order has been enhanced to send its contents to the Vendor’s Ledger Entries.



32. Purchase Order List: Added “Status” and “Amount”

33. “Purchase History Detail” Report from Vendor List Page:



34. A field “Default COA” has been added on the Vendor Card. This is active for Line Type = GL Account.

35. AP – Payment Journal with “Don’t Pay” Flag and new Vendor Totals.

How to Use: First do the Suggest vendor payments. Then see the totals at the bottom per Vendor. When attempting to make adjustments for what you intend to pay, sort of a "What if" capability, you check the "Don't Pay" field, i.e. if I don't pay this invoice. You can put it back by un-checking the line. (You can’t if you delete the line) When you change the flag the totals adjust at the bottom for the total payables as well as per vendor. When you have finalized your decisions, then filter the lines where the don't pay flag is checked and highlight and delete them. The remaining lines are what you intend to pay.



36. Line Comments on the Purchasing Side has been enhanced to let the

user decide if a PO comment is to actually print on the PO in the line Comment section. Please order our “Reports Pack” too; you can print a more professional looking PO.

Print controls added –



Changed print selection –



Note: Use: “Purchase Order FP w /LC” (14005152) that supports BOTH Purchase Line

Comments AND the Comments in P&P Setup!!!

TIP: Purchases and Payables Setup has 14 FIXED PO Comment Lines available.

These will also print on this Purchase Order Document. (Secret Feature)

37. Purchase Order Line: Improvement to show Lead Time Calc and

Inbound Whse. Handling Time. (Date Math from Left to Right)

38. From the Vendor List or Vendor Card you can lookup recent purchases or access this information from the Purchase Order Card. (Same as Customer Card picture)



39. Purchase Order Lines with Purchase History lookup. Line, Purchase History pops up a list of purchases for that line time.

This is a real time saver for a Purchasing Agent:



40. Receiving Tolerance. (On Defaults Setup) Control your Over/Under Receiving by setting a Tolerance factor.



41. “Vendor Performance” Report

42. Track PO Original Qty vs. User Changes to the Quantity Field.

43. Line Comments with Extended Text “Line Comments” capabilities are better utilized with Extended Text. You can now

control WHERE the extended text is populated: Regular Line or Line Comment. (Options for Printing are also supported with Defaults Setup.)



44. Enhanced Purchase Order Document is now included:

Note: This Purchase Order Document is the same Document as in our Reports Pack. We include it here as an example of the excellent layouts provided in the full Reports Pack. (Ask for more information on Reports Pack)



45. Purchase Order Receiving

A new special page of incoming POs for the warehouse receivers. Similar to the NAV Shipping Page on the Sales Order side. This page minimized data on the header and lines, and makes appropriate fields non-editable to the warehouse. Notice Qty. to Receive is prominent and editable for quick editing. Posting is receive only.



D. Inventory

46. “Inventory” has been added to the Main Menu. This is a much more logical location and easier access to the many Inventory choices.

47. Item Card, General Tab, Added “Supply” Side and “Demand” Side Info with Net Available.



48. Item Card FactBox with Item Picture:

49. Item Card and Item List, Sales, Added “History” and “Credit Memos” Quickly launch a new form that shows to whom you have sold this item to in the past.



50. Item Card, Purchase History. With access to “Credit Memos” too.

Launch a new Page with the details of item purchases. You can see whom and when you have purchased this item in the past.

51. Item’s Purchase and Sales Unit of Measure has been enhanced

It now shows the cost and price in the alternative Unit of Measure. The extended lookup is found on the Sales and Purchase UoM. Not shown or needed on the Base Unit of Measure.



52. Improved way to view Stockkeeping Units setup for an Item.

53. Stockkeeping Units FactBox

Added on List and Card for Supply and Demand information. (note: Filtered per SKU)

54. SKU Card Creation Improvement: The current “Create Stockkeeping Unit” action will copy the Replenishment and Planning parameters from the item card.



The “new” idea is that now, when Creating a “Location” Stockkeeping Unit (SKU), you can now “Create a SKU From an Existing SKU” (essentially, a “Copy SKU” function). It is simply a modification to the standard “Create Stockkeeping Unit” “Batch” (Report). It works best from the Item Card; but theoretically could be launched from anywhere. Here are some screenshots from a client; but they are on 2009 R2 Classic, and part of

the “mod” is to the Request Form, which is translated to the Request Page.

First, we have 1 “LOCATION” for Item 1600, “BLUE” :

(fyi – this new functionality works with location/variant SKUs too)

Now, we would like to create a “GREEN” SKU, so we “launch” “Create Stockkeeping Unit” from

the “Actions” Tab on the Item Card:



The “1600” Item “No.” field filter is already Filled-In (when launching from the Item Card); but

we need to enter “GREEN” as the “Target” Location to use when creating the NEW SKU:

Now, we enter information on the “Options” Tab to complete the Setup. There we encounter

two NEW Settings: “Make SKU from Existing SKU” and “SKU Code To Use”.



When we Click the “Lookup”, we get a Location List, FILTERED TO THE EXISTING LOCATION SKUs

FOR THE ITEM (Notice that the List is actually made up of “Marked” Records) :



We Choose the “BLUE” Location, and Click “OK” . Notice how the value is filled in. Do not

change this. Next we need to select the option about what to use if the CopyFrom SKU does

not exist for an items within the filtered list.

In the above example, the CopyFrom SKU is the BLUE location and we know that it exists. BUT…. You can also open up the item “No.” filter to a range of items, or blank out the “No.” field and use the Inventory Posting Group as a filter. In this case you are attempting to Create the GREEN SKU for many items, using the copy from the BLUE location SKU. If an item within the range does not have a BLUE SKU to copy, then what do you want the process to do. Skip = no GREEN SKU will be created for that item, Use Item Infor = the GREEN SKU will be created and the information will come from the Item record, and lastly you can select Create Hybrid SKU which will create the GREEN SKU and get some of the item information from the item record and Replenishment and Planning information from the original item’s BLUE SKU. Click OK and within seconds A NEW Location SKU, Created from the “BLUE” SKU can be created for one item or many.



We also added a Field to the SKU Table “Created From SKU”, and exposed the Field on the “Stockkeeping Unit Card”. This allows the User to see the “Genealogy” of a SKU Created in this manner. NOTE: If “Created From” is BLANK, it means that a SKU was created from the Item (as per normal). This means that at least ONE SKU per Item will likely have a Blank “Created From Location”.



This new functionality in no way interferes with the normal SKU creation process . In fact, if a

SKU “Matching” the “Source” Criteria is NOT found, the SKU is created in the regular way (from

the Item Card). It only provides a simple method to “Clone” an already set-up SKU, while

changing the Location Code (only!). It also uses no additional Objects, as we “borrow” the

“Location List” Form/Page for our “SKU Code To Use” Lookup.

55. Requisition Worksheet - Totals improved. (Also, Planning Worksheet, Payment Journal, and more )



56. Physical Inventory Journal –

Improved the calculation routine in the Physical Inventory worksheet. There is a new option to enable bringing in items without Ledger Entries. (“Items Not on Inventory”). Ideal for entering your beginning inventory balances for new Dynamics NAV users. Double click on the Batch Name to get to the Phys. Journal Select the Calculate Inventory Process:



Gen. Bus. Posting Group: The Gen. Bus. Posting Group field comes in blank on a Phys. Journal entry. When posting the journal, the system will be looking for the GL accounts associated with a Blank (Gen. Bus. Posting Group) and the Gen. Product Posting Group. If you wish to redirect the postings to different accounts then enter a Gen. Bus. Posting Group here and the journal lines will come in with that value. When posting the journal, it will be using the value in the Gen. Bus. Posting Group with the Gen. Product Posting Group.

57. Physical Inventory by Serial & Lot Number: We have added options to “Break out by Lot No.” and “Break out by Serial No.” to the “Calculate Inventory” function in the “Foundation Pack”.

See new options to select:

Include Items without Ledger:

This will allow the system to Pick up “new” items

that Don’t have any ledger transaction yet.

Zero Out Phys. Qty. Column:

Std functionality is to default In the Phys. Count

Qty the same As the calculated qty. Some end

users prefer to have that come in blank. Then

when they fill it in they know which ones they

have entered.

Disregard Indirect %:

If you have an indirect % value on the item card,

this value is brought into the journal. When you

post the journal with an indirect %, the cost is

increased by that percentage.

Checking this will stop indirect costs being added

to the posting.



This enhancement involved changes to two objects: Report 790 – Calculate Inventory Page 392 – Phys. Inventory Journal. (New Columns for S/N & Lot No.) Here is a screen shot showing the two new options on the Request Page for the “Calculate Inventory” processing report:

Here is the resulting physical inventory journal if both “Break out by Lot No.” and “Break out by Serial No.” are checked on the “Calculate Inventory” request page. Notice the break out of the Serial No. to Qty = 1 and Lot Number to Multiple Qtys.



Here are the results if both “Break out by Lot No.” or “Break out by Serial No.” is checked:

58. Inventory Valuation Report with Detail (R14,005,151) The detail shows exactly how the Valuation is calculated. (Very Useful Rpt)



59. Inventory Reports Organization There are a lot of the Inventory Reports in base NAV. Foundation Pack organizes and presents these report in an easy to read drop down list. This feature is found on the Item List page.



E. Resources

60. NAV Resource List and Card with new FactBoxes:

F. Global Improvements

61. Defaults Setup. Save time by having new Master Files pre-fill with default values. Dimensions can default from these masters too!



Defaults Setup works for master records like Customers, Vendors, Items, Resources, and Jobs. Controllers can preset the vital information so the default fields fill-in automatically, consistently and accurately.

Think of “Defaults Setup” as the primary default. The Templates are still available, but think of them as alternative Templates to the Default Master Setup.

62. Enhanced “Rapid Start Data” pre-installed. (Coming Soon) Speed up your new Company creation with our “Template” Company. This makes for a truly Rapid Implementation.



Below is a list of the Tables that have startup data, ready to give you a “rapid start” on setting up your next company. All you have to do is copy the CRONUS Rapid Start Company and name it as your new company.

Next you just add: Customers, Vendors, Items, BOM, and Router, then you are ready to go. The CRONUS Rapid Start Company provided by Cost Control Software has the following 130 tables populated with standard configuration data:

Table ID Table Name No. of Database Records

3 Payment Terms 26

5 Finance Charge Terms 8

7 Standard Text 16

9 Country/Region 278

10 Shipment Method 60

14 Location 27

15 G/L Account 1190

42 Rounding Method 34

50 Accounting Period 163

77 Report Selections 212

79 Company Information 4

80 Gen. Journal Template 37

82 Item Journal Template 36

84 Acc. Schedule Name 63

85 Acc. Schedule Line 1419

92 Customer Posting Group 12

93 Vendor Posting Group 12

94 Inventory Posting Group 12

98 General Ledger Setup 4

156 Resource 25



204 Unit of Measure 45

205 Resource Unit of Measure 41

206 Res. Journal Template 8

208 Job Posting Group 4

209 Job Journal Template 8

232 Gen. Journal Batch 54

233 Item Journal Batch 27

236 Res. Journal Batch 5

237 Job Journal Batch 4

244 Req. Wksh. Template 10

245 Requisition Wksh. Name 10

250 Gen. Business Posting Group 16

251 Gen. Product Posting Group 25

252 General Posting Setup 110

255 VAT Statement Template 4

256 VAT Statement Line 60

257 VAT Statement Name 5

258 Transaction Type 88

259 Transport Method 28

277 Bank Account Posting Group 16

286 Territory 62

292 Reminder Terms 8

293 Reminder Level 24

294 Reminder Text 40

301 Finance Charge Text 8

308 No. Series 547

309 No. Series Line 547

310 No. Series Relationship 20

311 Sales & Receivables Setup 4

312 Purchases & Payables Setup 4

313 Inventory Setup 4

314 Resources Setup 4

315 Jobs Setup 4

318 Tax Area 17

319 Tax Area Line 47

320 Tax Jurisdiction 39

321 Tax Group 16

322 Tax Detail 123

323 VAT Business Posting Group 12

324 VAT Product Posting Group 13

325 VAT Posting Setup 24

333 Column Layout Name 68

334 Column Layout 494

348 Dimension 32

349 Dimension Value 144

350 Dimension Combination 12

351 Dimension Value Combination 12



363 Analysis View 20

381 VAT Registration No. Format 108

388 Dimension Translation 40

452 Approval Setup 4

453 Approval Code 56

464 Approval Templates 56

743 VAT Report Setup 4

770 Analysis Report Chart Setup 17

841 Cash Flow Account 89

843 Cash Flow Setup 4

905 Assembly Setup 4

1006 Job WIP Method 20

1108 Cost Accounting Setup 4

5053 Business Relation 45

5055 Mailing Group 13

5079 Marketing Setup 4

5122 Interaction Template Setup 4

5220 Human Resource Unit of Measure 8

5603 FA Setup 4

5604 FA Posting Type Setup 24

5611 Depreciation Book 6

5619 FA Journal Template 8

5620 FA Journal Batch 5

5622 FA Reclass. Journal Template 4

5623 FA Reclass. Journal Batch 4

5633 Insurance Journal Template 4

5634 Insurance Journal Batch 4

5719 Nonstock Item Setup 4

5721 Purchasing 12

5722 Item Category 8

5769 Warehouse Setup 4

5800 Item Charge 28

5813 Inventory Posting Setup 93

5911 Service Mgt. Setup 4

6502 Item Tracking Code 26

7600 Base Calendar 8

7601 Base Calendar Change 144

8610 Config. Questionnaire 4

8611 Config. Question Area 16

8612 Config. Question 264

8613 Config. Package Table 406

8616 Config. Package Field 6345

8618 Config. Template Header 32

8619 Config. Template Line 372

8622 Config. Line 297

8623 Config. Package 9

8624 Config. Related Field 1436



8625 Config. Related Table 836

8626 Config. Package Filter 40

8627 Config. Setup 4

9061 RapidStart Services Cue 3

10010 IRS 1099 Form-Box 228

10013 Vendor Location 0

10015 GIFI Code 722

14005139 Classic Cue 2

14005144 Email Communication 2

99000750 Work Shift 8

99000751 Shop Calendar 8

99000752 Shop Calendar Working Days 50

99000765 Manufacturing Setup 4

99000780 Capacity Unit of Measure 12

18 Customer 204

23 Vendor 204

27 Item 432

225 Post Code 43515

These tables come pre-loaded with excellent start up data. There will be some editing required, but it is much quicker to edit than to build from scratch.

G. “SendAsPDF” 63. E-Mailing Documents as a PDF (Zeta Docs not required)



Watch a 13-minute video presentation to view this product in action – click here for the overview video.

Watch a 60-minute detailed video presentation on this product – click here for the in-depth video.

SendAsPDF - Anatomy of an Email

SendAsPDF allows you to create beautiful, informative HTML-based emails for delivery through Microsoft Outlook. As shown below, SendAsPDF assembles emails out of several components to automatically compose and send the email at the click of an “Action” button:

One of the most exciting features of SendAsPDF is the ability to optionally “merge” data from the Document being Sent (Sales Quote, Sales Order, etc.) into various parts of the email,

https://s3.amazonaws.com/CCSIPromoVideos/SendAsPDF.wmv

https://s3.amazonaws.com/CCSIPromoVideos/SendAsPDF.wmv

https://s3.amazonaws.com/CCSI_Help_Files/SendAsPDF+Setup.wmv

https://s3.amazonaws.com/CCSI_Help_Files/SendAsPDF+Setup.wmv



through the use of special “String Substitutions”. As seen above, the Email Subject contains both a reference to the attached Sales Order number, as well as the number of the customer’s Purchase Order from which the Sales Order was placed. Additionally, in the “Body Text”, the S.O. number is mentioned again, as well as the Expected Shipping Date and the Shipping Agent and Shipping Method. In the Posted Sales Invoice, for example, the “Amount Including Tax”, “Due Date” and “Terms” can be shown:

…and So forth. And for all Document Types that are SendAsPDF-enabled, the “Top Banner”, “Bottom Banner”, “Salutation” and “Slogan” sections can also have “merged” information that comes from the Database. So, where does all this stuff come from? First, let’s look at the “Defaults Setup”. This Table is responsible for 3 “sections” of the Email Body: “Top Banner”, “Bottom Banner” and “Slogan”. Defaults Setup now has a “Top Banner” and a “Bottom Banner” to define the look of your “email stationary”. Each of these are arbitrary-length blocks of HTML (up to 1,024 chars), which, as you can see, can contain “img” tags, text, “links”, and pretty much any HTML you can dream up. The only restriction that would affect some people is that any “Images” must be “hosted” somewhere available from the internet. That’s just the way HTML is. But most companies

already have a website or in-house webserver that is available from the internet where those images could be placed; so that isn’t really much of a restriction… In the case of the “Slogans”, the field contains a CR-delimited List of “one-line” Slogans. As you can see, HTML tags like the “link” (<a …) tag can easily be embedded in each Slogan. Then, a new function in the ReportHelper Codeunit, “AddSlogan” randomly picks one of the Slogans and adds it to the Body of the email, just before adding the “Bottom Banner”.

…Now, on to “Email Defaults Setup”… Here is the Tab for the “Sales Order” Document-Type:

Here, in addition to the old, familiar “Salutation” and “Body Text” fields for each “Document Type”, we have two NEW fields: “Open … Email” and “…Email Subject”. “…Email Subject” now allows the end-user to create an email Subject-Line that is more informative than simply parroting the attachment filename. For example, in the “Subject” above, “%2” would be substituted with the contents of the “No.” field, and the “%1” would be CONDITIONALLY substituted with the text “, regarding <External Document No.>”, ONLY if “External Document No.” is NOT Blank. This Conditional Substitution is also what makes the “%1” in the “Salutation” create the “top line” of “RE: <External Document No.>”, but ONLY if “External Document No.” is NOT Blank, and ONLY if the “%1” is at the START of the Salutation (optionally allowing for a “” tag beforehand). But the other New Field, “Open … Email” is an Option field that controls whether Outlook actually even Opens the Email before sending. It has the (obvious) Options of “Always”, “Never” and “Ask”. “Always” is the default, and basically provides the same behavior as SendAsPDF has always exhibited: That is, Outlook ALWAYS Opens the email before sending. “Never” simply sends the Email “silently”. We had received requests for this from some of our higher-volume customers, where the time spent waiting for Outlook to Open the email is seen as “time



wasted”. And, as you might have guessed, in the “Ask” mode, SendAsPDF displays a Dialog, giving the user the Option to Send with, or without, Opening the Email first. Note that the default is the “safer” option of “Yes” :

Note: SendAsPDF makes extensive use of Blob “memo” fields to bust past NAV’s typical 250-character limit on DATABASE Text Fields, and also to AVOID the use of external text Files to store the potentially large blocks of text/HTML found in the Body Text, Slogans, and the Top and Bottom Banners. The Body Text and the Top and Bottom Banners each have a limit of 1,024 characters. The Slogans have no practical limit. In addition to the ability to do the editing directly in the Slogans field, you can now Edit Slogans in NOTEPAD, like this:



NOTE: The “temp” file that is created for Notepad during this process is deleted at the end of this Function.



Additional Notes: Keep in mind that everything from the Top Banner to the Bottom Banner is actually part of the “Body” of the Email, as far as Outlook is concerned. SendAsPDF just assembles all these pieces together, does the appropriate “Substitutions” (the “%n” stuff), and then sends the result off to the Mail Codeunit (397) as HTML. NOTE: ALL of the Banner and Slogan features, as well as all the “Substitutions” are COMPLETELY OPTIONAL: If you don’t put anything in “Top Banner”, you simply don’t get a Top Banner, no weird blank lines, no errors, nothing; if you don’t put anything in “Bottom Banner”, you simply don’t get a Bottom Banner. And if you don’t put anything in the Slogans, guess what? No Slogans. Simple as that! And, you don’t HAVE to use HTML, per se, in ANYTHING. Place a simple line of text in the Bottom Banner (similar to the “Company Address” line at the bottom of the Bottom Banner, above), and SendAsPDF obediently places it at the bottom of each and every email. Bottom line: You can make your emails as “plain” or “fancy” as you wish. Obviously, the example herein takes advantage of nearly every “feature”; but the end-user is in FULL control of the final “look” of Emails sent!

Hierarchy:

If no e-mail on Customer Card, no E-Mail Defaults, and no Customer specific E-Mail Communication is set up; then e-mail must be populated manually.

If no Customer specific e-mail communication setup, Uses e-mail on Customer Card, and E-mail Defaults. E-Mail Defaults shown below.



If Customer Specific E-Mail is setup, the system uses the Customer specific e-mail communication values. Access from the Customer Card. (Sample for The Cannon Group shown below) Enables: Multiple E-Mail Addresses on Send To and on CC.

So, the quickest setup is to just use the e-mail address on the Customer Card and the Global Defaults for the Body Content.

SendAsPDF: ‘&n’ String Substitutions Here are the SendAsPDF Substitutions for ‘%1’ through ‘%16’. Note: You can use these in the Email Salutation and Body. You may not use them in the Top and Bottom Banners, nor in the Slogans:

%1 External Document No. NOTE: IF ‘%1’ appears in the Subject (“Subject Line” = TRUE), AND <Ext. Document No.> (or

equivalent) is NOT BLANK, the following applies (Note: for “Posted Sales Invoice” Documents, “Order No.” is used in place of “Ext. Document No.”; for “Purchase Orders”, “Your Reference” is used, and for “Posted Sales Credit Memos”, “Orig. Invoice No.” is used, and any identifying text is adjusted accordingly):

a. IF ‘%1’ is at the beginning of the line, it is Substituted with ‘Regarding <Ext.

Document No.> ‘ note: trailing space b. Otherwise, ‘%1’ is Substituted with ‘, Regarding <Ext. Document No.> ‘ (again,

trailing space)

IF ‘%1’ appears in the Salutation or Body (“Subject Line” = FALSE), AND <Ext. Document No.> (or equivalent) is NOT BLANK, the following applies: a. If ‘%1’ is at the very beginning of the Salutation (with an optional, allowable ‘’

“tag” beforehand), it is Substituted with ‘RE: <Ext. Document No.> ’ Note: this is the preferred method of use in the Body, and will put the ‘RE: ‘ line on it’s own line, ABOVE the Salutation.

b. Otherwise, it should be located at the start of a “printed line”, or after the end of another sentence (and before the s). In these cases, ‘%1’ is Substituted with ‘This is regarding <Ext. Document No.>. ’

%2 Document No.

%3 Document Date

%4 Customer/Vendor Name

%5 Contact Name

%6 Contact First Name

%7 Other Date

NOTE: The data that is “exposed” through this Substitution varies for each Document Type, as follows NOTE: See the “SendAsPDFSubstitutions” Function on each SendAsPDF-equipped Page for details:

a. For “Sales Quotes”, “Sales Orders” and “Posted Sales Invoices”, ‘%7’ will be

substituted with the value from the Document’s “Shipment Date”. b. For “Posted Sales Credit Memos” and “Purchase Orders”, ‘%7’ is unassigned (Blank).

%8 Salesperson/Purchaser Name

%9 Salesperson/Purchaser Nickname

%10 Salesperson/Purchaser Email Signature

%11 Auxiliary Field 1 NOTE: This gets its value from the “Aux1” Text Global created on each SendAsPDF-equipped

Page. The information contained in this Global varies for each Document Type, as follows:

a. For “Sales Quotes”, ‘%11’ will be substituted with an entire sentence: ‘This Quote is

valued at $ <Outstanding Amount ($)>, including Tax, excluding Freight. ’ b. For “Sales Orders” and “Posted Sales Invoices”, IF “Shipping Agent Code” is NOT

Blank, ‘%11’ will be substituted with ‘, via <Shipping Agent.Name>’, and IF “Shipping Agent Service Code” is NOT Blank, then ‘, <Shipping Agent Services.Description>’ is appended to the above.

c. For “Posted Sales Credit Memos”, IF “Credit Card No.” is NOT Blank, ‘%11’ is substituted with an entire sentence: ‘This Credit was applied to your Credit Card ending in <last 4 digits of “Credit Card No.”>. Please be advised that it may take up to a week for your bank to process this transaction. ’

d. For “Purchase Orders”, ‘%11’ is unused, and is “passed” as an Empty String ( ‘’ ).



a. For “Sales Quotes”, IF <Quote Expiration Date> is NOT Blank, ‘%12’ will be

substituted with an entire sentence: ‘The Quoted price is Valid until <Quote Expiration Date>. ’

b. For “Posted Sales Invoices”, ‘%12’ will be substituted with ‘<Amount Including Tax> is due by <Due Date>’ , and IF “Payment Terms Code” is NOT Blank, then ‘, with

Payment Terms of ‘<Payment Terms.Description>’ ’ is appended to the above. c. For “Posted Sales Credit Memos”, ‘%12’ is substituted with <Amount Including VAT> d. For “Sales Orders” and “Purchase Orders”, ‘%12’ is unused, and is “passed” as an

Empty String ( ‘’ ).



a. For ALL Document Types, ‘%13’ is unused, and is “passed” as an Empty String ( ‘’ ).

%14 Custom Field 1 NOTE: Customer-Specific Use. Unassigned in SendAsPDF, but arguments are Passed in “Cust1” Text Parameter.

%15 Custom Field 2 NOTE: Customer-Specific Use. Unassigned in SendAsPDF, but arguments are Passed in “Cust2” Text Parameter.

%16 TODAY

SendAsPDF - Tips for Using HTML Tags You can use HTML Tags in the SendAsPDF Email body and Salutation. In addition, HTML Tags are supported in the “Top Banner”, “Bottom Banner” and “Slogans” in the SendAsPDF section of “Defaults Setup”. Finally, HTML Tags are also allowed in the Salesperson/Purchaser Signature block. Almost all HTML Tags can be used (there are many), but typically, only a few will actually be useful with SendAsPDF, and are included in the list below.

 Line Break (used like a Carriage Return)

NOTE: You can use this multiple times in succession, e.g., “ ”, to create “blank lines”.

 Bold Text Makes the Text between the “” and “” Boldface style. Example: This will be BoldThis is not Bold.

 Italicize Text

Makes the Text between “” and “” Italics. Example: This will be italicsThis will not be italics. Note: Tags like “” and “” can be used (nested) together. But note how they are like parentheses in an equation. That is, they have to “match”. E.g. “This Text will be Bold AND Italic”. Note how the “” and “” are “inside” of the “” and “”.

<ul></ul> Underline Text Does exactly that. Underlines the Text between the “<ul>” and “</ul>” tags. Example: <ul>This text will be underlined.</ul>This will not be underlined. Note: This can be “nested” with the “” and “” tags, too.

<HR> Horizontal Rule Draws a Horizontal Line from the Left Margin to the Right. Good for providing visual “separation”.

<a></a> HyperLink Creates a “Clickable” HyperText Link to any URL on the internet. Example: <a href=”http://www.costcontrolsoftware.com”>This Text Will Be a Link</a> Will look like: This Text Will Be a Link

<img> Embed an Image Inserts an Internet-Accessible graphic, with many possible options. Here’s the basic tag: <img src=”www.costcontrolsoftware.com/images/logo.jpg”> That will insert the graphic found at “www.costcontrolsoftware.com/images/logo.jpg”. The graphic will appear at full size. Fortunately, the <img> tag has a way to scale the graphic. Note: This works better for some graphic file-formats than others. Here is an example of using the size “attributes”: <img src=”www.costcontrolsoftware.com/images/logo.jpg” width=”200” height=”50”>

Note: The Height and Width are in Pixels. The most important thing to remember is: The graphic must be accessible from the internet!

Note: There are many other HTML tags that are supported, but less commonly useful in this application. A good place to learn about HTML tags can be found at: http://www.w3schools.com/tags/default.asp

Note: When “coding” HTML for use in emails, it is best to think in terms of “older” versions of the HTML standard. This article will provide some great ideas: http://www.logicalthings.com/blog/2011/01/html-email-coding-like-its-1999/

http://www.w3schools.com/tags/default.asp



H. CRM Enhancements

64. Enhanced Role Center for “Sales Manager”

“My Contacts” is now available on the Sales Person R/C.

65. New Role Center for “Salesperson”



66. Fact Boxes added to the Contact List:

67. Contact Card with direct access to comments & Statistics



68. Enhancements to “To-Do” List

69. Enhancement to Opportunity List

70. Enhancements to Opportunity Card



71. View Contact List Filtered by Salesperson: (Set filter on User List)

72. Salesperson can see just their “To-Do” items: (Filter set on User List)

73. Enhanced CRM Reports. (not shown)

New CRM Reports: “To-Do Report” Opportunity Report Interaction Report



VI. Other Available Add-on Products

Easy Integration to PlannerOne’s Production Scheduling or Resource Planner Software.

Call us if you would like a demonstration of the “Visual Drag & Drop Scheduling” for NAV Manufacturing.



VII. Support Congratulations on your purchase of Foundation Pack! We couldn’t be more thrilled for you.

Soon, you will be on your way to enjoying and utilizing the features and functionality of this

product.

On behalf of NAV Software, NAV Solution Centers and NAV Service Providers, we thank you for

your business. Most importantly, Cost Control Software sincerely appreciates your trust in our

products.

Should you have any questions or comments regarding our product, we encourage you to

contact your local NAV Solution Center (NSC). Please also contact your NSC if you are

considering modifications or seeking new software functionality.

Cost Control Software provides many add-on products that may be just the solution you were

looking for. Your NSC can provide you with our complete list of add-ons. You may also check

out our website to see available add-on products as well.

Visit: www.costcontrolsoftware.com for more information

or to access our Price Catalogs.

Produced and Distributed by:

Cost Control Software, Inc.

15443 Oak Road

Carmel, IN 46033

Phone: (317) 846-6025

http://www.costcontrolsoftware.com/

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