In the Format field, select the format of the electronic document. O Electronic Document: The document is saved as an electronic documernt to the location that you specify. O PDF: The document is saved as PDF to the location that you specify. You can choose between the following options: Specify if the document is saved to a file location when you choose the Post and Send button. In the E-Mail Attachment field, select the type of file to attach. O Yes (Prompt for Settings): The document is attached to an e-mail according to settings that you make in the Send Email window. 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. Specify if the document is sent by e-mail to the customer when you choose the Post and Send button. O Yes (Prompt for Settings): The document is printed according to settings that you make on the printer setup dialog. O Yes (Use Default Settings): The document is printed according to the default printer setup. Specify if the document is printed when you choose the Post and Send button. To deselect a check box, select another check box. The Default check box can only be selected for one Document Sending Profile record. Specify if the document sending profile will be used as the default profile for all customers. Specify a code to identify the document sending profile in the system. “How-to” set-up a document sending profile Field Ø With “Sendig Options” you can define each separate configuration: PRINTER, EMAIL, ATTACH, DISK, EDI Ø You can define separate “Sending Profiles”, for example EMAIL, PDF, EDI, FULL Sending : PRINT+EDF+EMAIL+EDI … below some examples of NAV 2016 new possibilities In NAV 2016 managing mailing & sending documents process has been improved.Ĭompared 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.įor this purpose new NAV objects have been introduced. NAV 2016 Managing Sending Documents Features
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