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Mail Sending Option in NAV 2017 with Cover Letter & Attachments –Part 2

Continuing from previous post, further in next step we will apply same feature discussed in earlier post to our custom documents and learn where all places we need to take care development to get it working.

If you have missed First Part you can find here. Mail Sending Option in NAV 2017 with Cover Letter & Attachments –Part 1

In my Example I am using Policy Module:

I am using my Custom Table Policy where Policy Holder is setup as Customer, also few general details related to policy is stored. In nutshell we are concentration on Sending mail to customer as we have done in previous post for sending Invoice details to customer.

Step-1:

In my Policy Table I have added 2 Function as below:

MSI-07

 

MSI-08

SendRecords()

IF DocumentSendingProfile.LookupProfile(“Policy Holder No.”,FALSE) THEN

SendProfile(DocumentSendingProfile);

 

SendProfile(VAR DocumentSendingProfile : Record “Document Sending Profile”)

DocumentSendingProfile.Send(

DummyReportSelections.Usage::”Policy Issue”,Rec,”Document No.”,”Policy Holder No.”,

DocTxt,FIELDNO(“Policy Holder No.”),FIELDNO(“Document No.”));

Step-2:

In Table 77 Report Selections add new option to usage field

MSI-09

Step-3:

In Table 60 Document Sending Profile add below customization.

Add Text Constants

MSI-10

Update below function as:

MSI-11

Step-4:

In Table 9657 Custom Report Selection add below customizations.

MSI-12

 

MSI-13

Step-5:

In Page 9657 Custom Report Selection add below customization.

MSI-14

 

MSI-15

 

MSI-16

Step-6:

Create 2 Reports one for Mail Body and one for Attachment. You can use same report as attachment too, it depends on your requirement.

Step-7:

In Page Policy add below customization.

MSI-17

 

MSI-18

Step-8:

Setup your report Selection as below:

MSI-19

Now you are good to go.

Test your solution/ customization.

This is just a small idea, many lots can be done depending upon your requirements.

 

 

 

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Controlling User wise Report Print & Save As… Permission

 

It is always asked from several users to have a control on Printing of reports from Preview.

Normally you have two options to print the Report in Navision.

  • From Request Page

PrintPreview1

  • From Print Preview

PrintPreview2

If you check document Reports you will notice that you don’t have option to Print the Report from Preview, but you can print from Request Page.

Why it doesn’t allow in such Reports?

It is because these report uses statement like:

IF NOT CurrReport.PREVIEW THEN

If the C/AL code for the report uses the PREVIEW function to disable printing from the preview, then users cannot change the display mode to print layout.

Using these option I have tried to disable Printing of Report from Request Page and Print Preview.

PrintPreview3

 

Add a Boolean type Field in User Setup Table & Page as shown above.

Now the report which we want to restrict from printing we will add piece of code.

Although there are other ways to do this but to keep it simple I have followed this approach. Once you are ok with logic you can implement the same in your way, in fact more better way than this sample demo.

PrintPreview4

If I run the report by setting Allow Report Printing to FALSE, it will not show me the Print & Save as Option on Preview.

PrintPreview5

Also if I Try to Print or Save As… from Request Page it will Flag me an error as above.

So now you know the logic behind it, what you are waiting for. Give your user to control the Printing & Save As… option.

Now in last Cumulative Updates also Microsoft added option to control this,  but it is at Service Level, if you want to control at user Level this is one option, wait for any further Cumulative Update in which Microsoft may add this capability or explore and find any other option and share with others.

That’s all for this post. I will come up with more details in my upcoming posts.

Till then keep exploring & learning.

 

 

Jet Professional 2017 – Introduction and Installation

Why to switch to and What’s New in Jet Professional 2017?

Its valid question same came to my mind also when i heard about new Release.

Then i tried to explore a bit about it and got an information about some exciting features introduced with it. I will discuss as i progress with my evaluation and exploration with these features.

Here i am giving bit overview about some features and limit to Installation topic in this post. If you wish to know more you will have to wait for my next few upcomming posts.

As per Jet Report Sources:

Jet Professional 2017 makes sharing your reports easier than ever before!  

Reporting with (and without) the Jet add-in for Excel

The Jet Web Portal is an online interface that provides an easy-to-manage repository for your organization’s reports.

Using the web interface and Office 365 Online, you can allow any of your network users – whether they have Excel and the Jet add-in installed or not – to view reports directly from their web browser.

Jet Mobile for Jet Enterprise

Jet Professional integrates with the Jet Mobile web client – allowing you to log into one site to see and run all your reports – and to see all of your business intelligence dashboards.

And… Jet Mobile for Jet Enterprise includes many new features – making your dashboards more powerful and even easier to use.

What’s New?

Publishing to the Jet Web Portal

The Jet ribbon within Excel includes the ability to publish your reports to the Jet Web Portal.  The Jet Web Portal provides a manageable repository for your organization’s reports. All your users – whether they have Excel and Jet Professional installed or not – can run and view reports directly from their web browser.

What is Jet Web Portal

Jet Professional 2017 represents a new way to manage, run and view your business reports. Designed for today’s always-connected, always-moving workforce, Jet Professional 2016 introduces a new Information Management System that allows business users access to their business reports using virtually any device through a simple web interface.

As a user, you don’t need to install anything to run and view reports. Within the Jet Web Portal, you can quickly find the report that you’re after, specify report parameters, run the report to get up-to-the-minute data and view it in Excel Online.

With features like sharing, search, version control and report permissions, Jet Professional 2017 is a complete report management system.

Will comeup with more detailed about new features in my upcomming posts.

Let us move to Installation part.

To get the installation file go to this link : https://www.jetreports.com/support/product-downloads/

After downloading you will get the Jet Professional Installation Files.Zip, extract it.

Install-1

Befor you start installation make sure no Excel instance is running on your system.

I am doing simple one system Instalation, will come up with more details and other options later.

Double click to Setup file to begin with installation.

Install-2

If you have Activation code enter it or you can continue and activate later.

Install-3

Select instalation type as desired, i am installing All Components.

Install-4

Select the features you want to install, since i am performing complete install, so i am accepting all as suggested by default.

Install-5

Select the Account to run the service, and don’t forget to select Add rules to Windows Firewall. Rest all as default suggested.

Install-6

Select the SQL Instance for Jet Service Database and login method.

Install-7

Select desired ports and host detail or accept as suggested as default.

Install-8

Enter Jet Service Tier details or accept suggested as default.

Now your pre-configuration part is completed. Click on Install to proceed with Jet Components Instalation.

Install-10

Click on Install to proceed.

Install-11

Click on Finish to exit Instalation wizard, your Jet is now installed with above provided configuration.

Install-12

Next Step is to Activate your Jet Professional.

From Jet Tab on Ribbon select Activate Jet Professional.

choose the desired option.

Install-13

Enter your activation code and click on Next.

Install-14

Copy the message and send to the mentioned e-mail id and click Next.

Install-15

Close to exit.

Wait for the Activation Token, it may take upto 24 hours to receive mail with this code.

Install-16

If you check your Start Menu you will find these components got installed.

Install-17

Once you receive your Tocken.

Launch Excel, From Jet Tab, Click on Help from ribbon and select Activate License.

Install-18

Select Enter provided Activation token.

Install-19

Copy the Token you received via mail here and click on Activate.

Install-20

If every thing is fine you will receive the Activation Successful message.

Now you are ready to start with using Jet Professional.

I will come up with more details on this in my upcomming posts till then keep exploring and learning.

 

Open Report Design in Visual Studio from Custom Report Layouts

You may have noticed that when we try to edit Report Layout from Custom Report Layouts Page, it always open in Word or Report Builder no direct option to edit it in Visual Studio.

This requirement leaded to the necessity of the below customization, It can be done other ways also but the easiest way to do it one which i am going to discuss in my today’s post. Hope you will like it.

CustRepLayout-1

I have provided with the option where user can select the desired Editor either he wants to open it in Report Builder or Visual Studio.

To achieve this i have added one field in Table 9650 – Custom Report Layout with desired options as shown below.

CustRepLayout-2

And made this field available in Page Custom Report Layouts – 9650 as shown below.

CustRepLayout-3

Now in Codeunit 9652 – Edit RDLC Report Layout I have replaced the code shown in Yellow with the code shown in Red box.

CustRepLayout-4

CustRepLayout-5

Thats all, what you are waiting for go-ahead and design the reports in your way.

I will come up with more other topics in my upcomming posts, till then keep practicing and learning.

 

Export Data as CSV and send as Attachment to Mail

One of my Follower/Reader have requested for this post.

This post will explain the the below steps:

  • Export the data of table to csv file format. (I am using XMLPort you can use Excell Buffer or any other method to create the file)
  • Attach to Mail and Send.

Step 1.

Create a XMLPort as below.

CSVAttachment-1

Set the Property of XMLPort.

CSVAttachment-2

Set the Property of Integer Data Item.

CSVAttachment-3

Set the Property of Table DataItem for which data to be exported.

CSVAttachment-4

Set the Captions of the Columns in CSV file.

CSVAttachment-5

Write the code to transfer the value of Table columns.

You may find some extra code adjust accordingly as per your requirement.

CSVAttachment-6

Define a function to Setfilter for data to export.

Adjust the code as per your requirement.

CSVAttachment-7

CSVAttachment-8

Step 2.

Here is the function to Export the data to csv File using above created XMLPort.

This function Saves the file to Shared folder, if required you can use TEMPORARYPATH to save your File.

CSVAttachment-9

Step 3.

Send the File as Attachment to the Mail.

CSVAttachment-10

You make required adjustment as per your requirement.

Make sure in case you are using Shared Folder give necessary rights on folder to Service Account and operating User Accounts.

Please respond did you found useful this information.

Their are other ways to achive the same, this was readyly available with me as i have used in one of my project so shared the same.

Stay tuned for more details in my Up comming posts.

Plug & Play – Power BI and Jet Enterprise in NAV 2016

This is where Power BI and Jet Enterprise really shine – they have the ability to understand NAV because they have little bundles of interpretation packs that can interpret NAV for you!

Checkout more via below shared link :-

http://www.catapulterp.com/plug-and-play-power-bi-and-jet-enterprise-in-nav-2016/

Financial Statements and Data Warehousing (Jet Reports)

Learn how a data warehouse makes creating financial statements from multiple systems fast and easy by storing all of your data in a single place that is optimized for end user reporting.

Video-1

Video-2

Modify, Assign and Process Email for Word Forms in Navision 2016

Microsoft Dynamics NAV 2016 offers new functionality with Microsoft Word forms and emailing documents for Customers and Vendors. You can now modify the customer statement report and the vendor remittance report using Microsoft Word. You can also select a specific report format by customer to ease the statement process.

To make this functionality work for you, you need to make sure you have setup the SMTP Mail Setup. You can see my earlier post OFFICE 365 INTEGRATION IN NAV 2015 – Exchange Online this is still valid for Navision 2016.

Recall from my earlier posts, how to work with Word Layouts which I have written for 2015 but those are still valid for 2016 links as below.

Word Document Reports and Custom Layouts

Using Report Selector to run Report

Managing Report Layouts

In Microsoft Dynamics NAV 2016, Microsoft have extended the functionality for Word forms and Email beyond the Sales documents. We now have default Microsoft Word forms for Customer Statements and the Vendor Remittance report.

You can now modify the Word form to meet your needs, assign a custom Word layout to a specified customer or vendor and print or email based on those customer specific selections.

In the Report Layout selection, there is a new report object for the Customer Statement with a default Word report created.

The Mini Statement report (1316) is based on the existing RDLC customer statement but includes a Word report with the same information. You can use Managing Report Layouts to know more details regarding customizing the Layouts.

In Report Selection – Sales, you can set the Customer Statement to use the new report, Mini-Statement – 1316.
Report2016-1

Now your system is setup to use the specified layout for all customers and the statement itself is going to use the new report.

Now that Microsoft Dynamics NAV is setup to use the new report, you can assign a specific report by customer. This will enable you to have multiple formats processed at the same time.

We assigned a custom layout to the customer in the customer card.

Here you set your selection by document type, for example, the sales quote or the customer statement.

You can also enter an email address for the document. So, if the statement goes to your customer’s accounts receivable clerk and the sales quote is sent to the sales manager, you define this information in the Document Layouts page.

The system uses the custom layout when you print the documents instead of emailing them.

Enter multiple email addresses with a semi-colon to separate them.
Report2016-2

You can do this for all customers.

When statements are processed, the report layout used is the one assigned to the customer. If the customer has no custom layouts assigned, the custom layout assigned in the Report Layout Selection is used.

If you go to Customer Statements, you can see that that Output Options are available. This will let you select how you wish to use the document layout settings.
Report2016-3
A checkbox will appear allowing you to print remaining statements. If you mark this checkbox, any statements with an email address in Customer Document Layouts is emailed, and any statements with a custom report layout but no email address will print with that report layout and any customers without any document layout settings will use the company default report from Report Layout Selections.

I will come up with more details in my upcoming posts.

Use hierarchies in PivotTables

Recall from my previous post Create a hierarchy in PowerPivot Data Model, We will continue from where we left our earlier post.

Now we have a Sports hierarchy and Locations hierarchy, we can add them to PivotTables or Power View, and quickly get results that include useful groupings of data.

Prior to creating hierarchies, you had to add individual fields to the PivotTable, and arrange those fields how you wanted them to be viewed.

In this post we will use the hierarchies created in the previous post to quickly refine our PivotTable.

Open the Excel workbook which we used in our previous post and Insert PivotTable as shown in below screen.
ExcelData-17

  • Add field in the PivotTable Medal from Medal Table in the FILTERS area, and Count of Medal from Medal Table in the VALUES area. Your nearly empty PivotTable should look like the following screen.

ExcelData-18

  • From the PivotTable Fields area, drag SDE from the Events table to the ROWS area. Then drag Locations from the Hosts table into the COLUMNS area. Just by dragging those two hierarchies, your PivotTable is populated with a data, all of which is arranged in the hierarchy we defined in the previous steps. Your screen should look like the following screen.

ExcelData-19

  • You can expand any of those Sports in the PivotTable, which is the top level of the SDE hierarchy, and see information in the next level down in the hierarchy (discipline). If a lower level in the hierarchy exists for that discipline, you can expand the discipline to see its events. You can do the same for the Location hierarchy, the top level of which is Season, which shows up as Summer and Winter in the PivotTable.

ExcelData-20

ExcelData-21
By dragging those two hierarchies, you quickly created a PivotTable with interesting and structured data that you can drill into, filter, and arrange.

I will come up with more details and other options on this topic in my upcoming posts. Till then keep learning and practicing.

Create a hierarchy in PowerPivot Data Model

We will be using the Excel workbook we used in our earlier posts. Open the Excel file, you can find the link for download in my earlier posts or from blog Menu.

SharePath

Most Data Models include data that is inherently hierarchical. The Olympics data is also hierarchical. It’s helpful to understand the Olympics hierarchy, in terms of sports, disciplines, and events.

For each sport, there is one or more associated disciplines (sometimes there are many).

And for each discipline, there is one or more events (again, sometimes there are many events in each discipline).

The following Table illustrates the hierarchy.

ExcelData-13

In this post we will create two hierarchies within the Olympic data. Then use these hierarchies to see how hierarchies make organizing data easy in PivotTables and in Power View in upcoming posts.

Create a Sport hierarchy

In Power Pivot, switch to Diagram View. Expand the Events table so that you can more easily see all of its fields.

ExcelData-14

  • Press and hold Ctrl, and click the Sport, Discipline, and Event fields. With those three fields selected, right-click and select Create Hierarchy. A parent hierarchy node, Hierarchy 1, is created at the bottom of the table, and the selected columns are copied under the hierarchy as child nodes. Verify that Sport appears first in the hierarchy, then Discipline, then Event.

ExcelData-15

  • Double-click the title, Hierarchy1, and type SDE to rename your new hierarchy. You now have a hierarchy that includes Sport, Discipline and Event. Your Events table now looks like the above screen.
  • Still in Diagram View in Power Pivot, select the Hosts table and click the Create Hierarchy button in the table header, as shown in the following screen.

ExcelData-16

  • An empty hierarchy parent node appears at the bottom of the table.
  • Type Locations as the name for your new hierarchy.
  • There are many ways to add columns to a hierarchy. Drag the Season, City and NOC_CountryRegion fields onto the hierarchy name (in this case, Locations) until the hierarchy name is highlighted, then release to add them.
  • Right-click EditionID and select Add to Hierarchy. Choose Locations.
  • Ensure that your hierarchy child nodes are in order. From top to bottom, the order should be: Season, NOC, City, EditionID. If your child nodes are out of order, simply drag them into the appropriate ordering in the hierarchy. Your table should look like the above screen.

Your Data Model now has hierarchies that can be put to good use in reports. In the upcoming posts we will learn how these hierarchies can make our report creation faster, and more consistent.

Stay tuned for more details, will come up with usage of hierarchy in my upcoming post.

Till then keep learning & practicing.

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Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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