ARKSD Consultancy Private Limited

Before we compare both the way of creating report in word, the features I would be suggesting you to review the posts which I have posted earlier Word Document Reports and Custom Layouts to refresh the concept of creating reports in Word.

Let’s start with comparing how it is different from Navision Word Report.

Create a custom layout for the report you wish to use

In your NAV client navigate to Report Layout Selection (Administration/IT Administration/ Reports).

Microsoft Dynamics NAV 2015 includes several sample Word reports including:

14125500 Sales Order – Jet Ex. Word

14125501 Sales Invoice – Jet Ex. Word

14125502 Sales Cr. Memo – Jet Ex. Word

14125504 Sales Quote – Jet Ex. Word

I have filtered the above Reports.

Select the report that you wish to customize. (I am Using 14125500 for this example)

Click Custom Layouts.

To create a new Report Layout, click New.

A pop-up window will appear and allow you to choose the layout type.

Check the Insert Word Layout box and click OK.

In the Report Layouts window, you can change the Description.

Click OK

In the NAV Custom Report Layouts window, highlight the layout you wish to use and click the Import Layout button from the ribbon.

Browse to the Jet Express for Word Sample Documents, choose the template you want and click Open

Click Edit Layout to customize this layout.

Above screenshot show how to Access the XML part of the Report.

Left side shows Jet->Design

Right side shows Developer->XML Mapping Pane

If you remember In Navision word Report we use to select the Custom XML Part from the dropdown to access the available fields, Labels etc.

Whereas if we see In Jet Report this is not required.

Also you may have observed that Jet Report Pane Have search option, which makes easy to find desired fields rather than scrolling through the XML Nodes to access the desired Fields.

You may observe in above picture that I have typed the part of the Field I am looking for and Jet Report Pane suggested that Similar to what I typed there is a Field “Salesperson” and it available under 2 heads Labels & Header data items.

If I require to insert the Labels or Fields, Place the cursor at desired place where you want that Field to be inserted and Double Click to the Field from Jet Report Pane.

Where as to perform same action in Navision Word Place the cursor where we wish to Insert the Field then we use to Scroll to the Field we wish to insert then we perform step Right Click->Insert Content Control->Plain Text

I will come up with more details in my next post. We will see how we can design the Report Using Jet Report fast and easily.

Also some Best Practice, Tip & Tricks while using Jet Reports.

Development Tips, Instalation & Configuration, Jet Reports, Office Integration

Jet Express for Word – Objects for Navision 2015

September 3, 2015September 3, 2015 Ashwini Tripathi

Getting Started for Administrators

Overview

Microsoft introduced a new feature with Dynamics NAV 2015 which makes it easy and inexpensive for partners and end users to create and customize visually attractive document reports in NAV using Microsoft Word.

In collaboration with Microsoft, Jet Reports developed Jet Express for Word – an application that supports this process by providing users an easy-to-use interface inside Microsoft Word to create and modify these documents.

From where to download these objects

If you remember my previous post where I shared the link of download page. See here.

Refer to Step-3 in above screenshot.

Download the Objects from the Link.

Jet Express for Word includes four NAV reports and a set of sample sales documents.

These four NAV reports include:

Report Number	Name
14125500	Sales Order – Jet. Ex. Word
14125501	Sales Invoice – Jet. Ex. Word
14125502	Sales Cr. Memo – Jet. Ex. Word
14125503	Sales Quote – Jet. Ex. Word

Installing these reports in NAV

These four reports are included in a .FOB file which is available from the Jet Express for Word website.

To install this .FOB file you will need access and permissions to the Microsoft Dynamics NAV Development Environment.

In this application select File > Import… and browse to find the downloaded .fob file.

Uninstalling Jet Express for Word documents

If you need to uninstall the Jet components from the Microsoft Dynamics NAV Server-

Open the Microsoft Dynamics NAV Development Environment and then connect to the database
Open the Object Designer (on the Tools menu, choose Object Designer)
Select All to see all business objects.

Select the business objects which were inserted (listed above), right-click and select Delete. When asked if you want to delete the selected lines click Yes.

Development Tips, Instalation & Configuration, Jet Reports, Office Integration, Report

Jet Express for Word Overview & Installation – for Navision 2015

September 3, 2015September 3, 2015 Ashwini Tripathi

Jet Express for Word is a new feature available to Microsoft Dynamics users which makes it easy for end users to design documents in Microsoft Word. This feature is part of Jet Express for Microsoft Dynamics NAV and is available to Microsoft Dynamics NAV 2015 users.

Modify Reports in Microsoft Word

Need to change the layout of an invoice or credit memo? Just open the document in Microsoft Word to make changes in a program you already know—no programming required.

Provided you already have reports developed by the Navision professionals. You can only make Layout, Look & Feel changes. For any business logic or including/excluding fields in report will be handled from Navision only as we do.

Design with Flair

You can use document templates that provided by Jet Reports, templates from the Office Store, or create a document from scratch. Add company logos, change fonts, modify fields and customize for multiple regions easily.

Easy to Use

The simple interface allows you to customize or create document layouts using Microsoft Word. Your fields appear in clear text and the search feature makes it quick to add the fields you need.

New functionality in Microsoft Dynamics NAV 2015 allows you to import these document layouts into NAV and run them from within the NAV client.

Software Requirements

Microsoft Dynamics NAV 2015
Office 2013 Desktop Edition

Supported Languages

English, Danish, Dutch, French, German and Spanish
More languages will be added soon

Where to get Jet Report Installation Files

You can use this Link, Visit to Jet Reports site here.

– Download the Jet_Express_for_Word_Installer.zip file

– Right-click the zipped file and select “Extract All”

– Right-click the file “setup.exe” and choose “Run as administrator”

Verifying the Installation

Open the Word and you will find one more TAB in Ribbon. [JET]

Just in case you don’t find the Tab, Follow below set to enable the same, provided your Installation was successful in previous step without any error.

Developer -> COM Add-Ins

Check if Jet Express for Word is enabled, if not select it and say OK.

If already enabled but still you don’t see, disable and enable again. Restart your word now you will be able to see the JET TAB.

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

Awards

Achievments in August 2015

September 1, 2015 Ashwini Tripathi

Dear Friends,

Today I am not writing any blog, wanted to share few things as today feeling very happy for getting such achievement that too in just 2 months.

I was awarded with Top 10 Blogger last month and my Rank was 6, this time moved to Rank 3.

I stepped in blogging world 2 months ago, on 27 June 2015 I published my first post.

During this period I published almost 102 posts, most of them were more on technical side, Development Tips & Tricks.

Being a technical what I learned in past 10 years want to share with you all.

Stay tuned Follow the blog, Register to Feeds, Like the Facebook Page, Connect with Google + Page, Connect with Dynamics NAV Community, Connect with Twitter and Join on LinkedIn to remain updated about new posts. If you are technical don’t miss to get connected by any medium. I will make sure you keep getting good and useful stuffs.

I have created one Group on LinkedIn too where yet I have not started any activity, join that group so that we can discuss on some good topics where you can participate & are free to express your views and review others view.

Together we can learn from each other, no one is perfect in this world, its never late for learning.

Please participate and suggest topics, which you wish to see on this blog. During this period I received request from many of you and tried to fulfil few requests. Request which yet I have not responded doesn’t mean I am not considering, I will make sure those too get posted at earliest.

After full day hectic schedule hardly I am able to takeout 2 hrs. for this task.

I will keep serving the community on my full strength.

See you all via my next post soon.

Instalation & Configuration

ADCS Overview

August 30, 2015August 30, 2015 Ashwini Tripathi

The Automated Data Capture System (ADCS) solution provides a way for Microsoft Dynamics NAV to communicate with handheld devices through web services. You can test your solution by using the VT100 plug-in.

Note: MS recommend that you install Microsoft Dynamics NAV Server and the VT100 plug-in on separate computers.

Overview and Architecture

ADCS enables you to accurately capture data for inbound, outbound, and internal documents, primarily for warehouse activities.

For example, you can have users scan the bar codes of items in your warehouse as they perform daily tasks, and that information is recorded from these handheld device activities in Microsoft Dynamics NAV.

Microsoft Dynamics NAV Server processes the data coming to in from the handheld devices via the plug-in and sends the appropriate response back to the handheld devices via the plug-in.

An XML format is used to send and receive the data.

The VT100 plug-in makes sure that the response from Microsoft Dynamics NAV is directed to the correct handheld device. This reduces the load on the server.

The VT100 plug-in provides the link between the server and the Access Points for the handheld devices and acts as a virtual Telnet server.

All connection requests and data transmissions are handled by this service, and the incoming native protocol is transformed into standard XML that the server can interpret.

After a request has been transformed, the request is forwarded by the VT100 plug-in to the server.

When a reply is received, it is converted from XML into the native protocol of the handheld device.

Function keys are mapped using an XSLT file that you can modify. After the data has been transformed and formatted, it is forwarded to the handheld device.

Design Overview

The following illustration provides a simple diagram of ADCS. The part of the illustration that is shaded, which does not include ADCS, represents what could be developed.

Consider the following when you deploy an ADCS solution:

You can configure multiple instances of Microsoft Dynamics NAV Server on a single computer, but each instance can only access one company.

Therefore, if you want to access several companies from the same computer, you must configure several Microsoft Dynamics NAV Server instances for NAS Services.

You can only install one instance of the VT100 plug-in on a single computer. The VT100 plug-in can only serve one company but it can communicate with multiple instances of Microsoft Dynamics NAV Server.

This means that all of the instances of the server that use the same VT100 plug-in can only access the same company.

If you want to communicate with more than one company, you must install the VT100 plug-in on more than one computer, one for each company.

Each of the VT100 plug-in installations must then use a separate Microsoft Dynamics NAV Server to access one of the companies.

Note: You can also install the VT100 plug-in multiple times on the same computer, one for each company.

Supported Devices

An ADCS device includes devices such as bar code readers or optical character readers that are used to mechanize the entry of information into the database.

All character-based handheld devices that have a VT100 interface will work with ADCS, although you may have to implement minor adjustments with some models.

When you use a handheld device, you must be able to connect either the Access Point or the RF terminal to the IP or port address of the ADCS server.

If you want to use a graphics-based handheld device, you will have to develop your own plug-in.

You can connect multiple handheld devices to the VT100 plug-in.

However, if performance becomes an issue, you can always add an additional Microsoft Dynamics NAV Server and direct the VT100 plug-in to also connect with the new server to improve performance.

For Step wise Step Installation & Configuration, please follow below posts in order listed below:

Automated Data Capture System Requirements

Installing ADCS

How to: Add Users for ADCS

How to: Enable Web Services for ADCS

How to: Configure ADCS Options

How to: Test the ADCS Connection

How To, Instalation & Configuration

How to: Test the ADCS Connection

August 30, 2015 Ashwini Tripathi

The following procedure demonstrates how to use Windows Services and Telnet to test your Automated Data Capture System connection.

Before you can begin, you must install the ADCS component as part of a customized installation of Microsoft Dynamics NAV. For more information, see my earlier post Installing ADCS

To configure and start the Microsoft Dynamics NAV VT100 Plugin service

From the Windows Start menu, in the Start Search box, enter services.msc, and then press the Enter key. The Services window opens.

Right-click the Microsoft Dynamics NAV VT100Plugin service, and then choose Properties.

To specify the user account that the service can use to log on, choose the Log On tab.

To specify an account, choose This account, choose Browse, and then specify a user account in the Select User dialog box. When you are finished, choose the OK button. The format is as follows:

Note: To complete testing, you must also add the same user to Microsoft Dynamics NAV, with an appropriate permission set.

Type the password for the user account in Password and in Confirm password, and then choose the OK button.

On the General tab, choose Start.

To verify that the service is running

Start the Windows Event Viewer. From the Windows Start menu, in the Start Search box, enter eventvwr.msc, and then press the Enter key.

In the Windows Logs console tree, choose Application, and then locate event information for the Microsoft Dynamics NAV VT100 Plugin.

Testing Your Connection

In the following procedure, you will open a terminal connection and use HyperTerminal to simulate using handheld devices. HyperTerminal is a program that you can use to connect to other computers, Telnet sites, bulletin board systems (BBSs), online services, and host computers. HyperTerminal connections are made using a modem, a null modem cable (used to emulate modem communication), or an Ethernet connection.

Note: HyperTerminal is no longer included with Windows. You can usually find a free downloadable version on the Internet.

To test your ADCS connection

Start your HyperTerminal application.

Enter a name for the connection. Choose the OK button.

In the Connect Using list, select TCP/IP (Winsock).

The following table describes the details of a local installation on one machine.

Detail	Description	Example
Host Address	IP address of the machine that is running the VT100 Plug-in service.	localhost
Port Number	Port number that the VT100 Plug-in is listening on.	6666

Choose the OK button. The HyperTerminal window opens.

Enter a user ID and password. Press Enter after every step.

Select a warehouse activity option. For example, enter 1 in the Choose field if you want to simulate working with pick documents.

You can review the data about warehouse picks in Microsoft Dynamics NAV. For example, you can use the data in the CRONUS International Ltd. demonstration database to send information from and to Microsoft Dynamics NAV.

Note: To see the interaction between Microsoft Dynamics NAV and ADCS, in CRONUS International Ltd., you can use warehouse activities that are located in the White warehouse. It is preconfigured to use ADCS.

How To, Instalation & Configuration

How to: Configure ADCS Options

August 30, 2015 Ashwini Tripathi

Before you can work with Automated Data Capture Systems (ADCS), you have to configure Microsoft Dynamics NAV by modifying the VT100Plugin configuration file.

Important: Modification of the configuration file should only be performed by a system administrator.

To modify and update the ADCS configuration file for the terminal listener

Locate and open the NavisionVT100Plugin.exe.config configuration file. It is typically located in the following location: C:\Program Files (x86)\Microsoft Dynamics NAV\80\Automated Data Capture System.

For the Terminal element, update the attributes in the configuration file using attributes as described in the following table. You specify the attribute values in quotation marks.

Attribute	Description
listenIP	Required. IP address that specifies where to listen for terminal connections.
listenPort	Required. Positive integer that specifies the port number to listen for terminal connections.
stylesheet	Required. Path to transformation style sheet, which transforms warehouse functions to terminal keycodes. Two style sheets are provided with the ADCS installation.
screenLines	Optional. Positive integer that specifies the number of screen lines. The default is 5.
screenWidth	Optional. Positive integer that specifies the screen width. The default is 30.
codePage	Optional. Positive integer that specifies the codepage. The default is the system codepage defined in HKey_Local_Machine\SYSTEM\CurrentControlSet\Control\Nls\CodePage\ACP.
terminalTimeout	Optional. Positive integer that specifies the terminal time-out in milliseconds. The default is 65000 and cannot be fewer than 6000.
debugDirectory	Optional. Output directory for debug data.

For the Endpoints element, update the attributes in the configuration file and modify an endpoint to support your processes. You can also add more endpoints. The following table provides some options.

Attribute	Description
defaultType	Optional. defaultType is an attribute of the Endpoints element. It specifies what type of endpoint to use when no type is specified, if you want to customize it. The default is the NavEndpoint type.
name	Required. Endpoint name. The name must be unique.
url	Required. Endpoint URL address. Note: This attribute does not have to be included if the clientEndpointName attribute is specified.
type	Optional. Fully qualified name of a non-default endpoint.
clientEndpointName	Optional. Windows Communications Foundation client endpoint configuration name. If specified, a WCF configuration with the specified name must exist.

The following example describes the XML for a Terminal element and the Endpoints element. It adds one endpoint for Microsoft Dynamics NAV.

In my case the config file will be as below:

======================================================================

<?xml version=”1.0″?>

<configuration>

<configSections>

<section name=”VT100″ type=”Microsoft.Dynamics.Nav.Adcs.Configuration.VT100ConfigurationSection, Microsoft.Dynamics.Nav.VT100Plugin”/>

</configSections>

<VT100>

<Warehouse>

<Endpoints>

<add name=”NavWSEndpoint” url=”http://indel-axt5283n1.tecturacorp.net:8047/DynamicsNAV80/WS/CRONUS%20International%20Ltd./Codeunit/ADCS”/>

<!– Azure deployment example: –>

<!–<add name=”NavWSEndpoint” url=”https://CloudService:7047/DynamicsNAV/WS/CRONUS%20International%20Ltd/Codeunit/ADCS” UserName=”NavUser” Password=”NavUserPassword” />–>

</Endpoints>

</Warehouse>

<Terminal listenPort=”6666″ listenIP=”127.0.0.1″ stylesheet=”VT100_W2k_and_OtherClients.xsl”/>

</VT100>

<startup><supportedRuntime version=”v4.0″ sku=”.NETFramework,Version=v4.5″/></startup></configuration>

=============================================================================

Security

By default, the NavEndpoint uses the security settings that you have specified for web services generally. You can configure additional security by changing the configuration of Microsoft Dynamics NAV Server and matching that configuration in the VT100Plugin configuration service.

How To, Instalation & Configuration

How to: Enable Web Services for ADCS

August 30, 2015 Ashwini Tripathi

To use Automated Data Capture System, you must enable the ADCS web service.

To enable and publish the ADCS web service

Start the RoleTailored client.

In the Search box, enter Web Services, and then choose the related link.

On the Home tab, choose New.

In the Web Services window, enter the following information on a new line:

Field	Value
Object Type	Codeunit
Object ID	7714
Service Name	ADCS Important: It is required that you name the service ADCS.

Select the Published check box.

Choose the OK button.

To verify that the web service has been published

In a web browser window, enter a URL in the following format: http://<web services path>/Services. The following example demonstrates the results.

In my case:

http://indel-axt5283n1.tecturacorp.net:8047/DynamicsNAV80/WS/Services

You see the following XML information if the ADCS web service is published.

To verify that the codeunit is performing as expected, enter a URL in the following format: http://<web services path>/Codeunit/<Service Name>.

http://indel-axt5283n1.tecturacorp.net:8047/DynamicsNAV80/WS/CRONUS%20International%20Ltd./Codeunit/ADCS

Information about the ADCS web service is displayed.

How To, Instalation & Configuration

How to: Add Users for ADCS

August 30, 2015 Ashwini Tripathi

You can add any user as a user of an Automated Data Capture System (ADCS). When you do this, the user must also provide a password. Optionally, you can also provide a connection that identifies the ADCS user as a warehouse employee. The ADCS user password can be different from the Windows logon password of the user.

To add an ADCS user

In the Search box, enter ADCS Users, and then choose the related link.

On the Home tab, choose New to add a new user.

In the Name field, enter a name for the user. The name cannot contain more than 20 characters, including spaces.

In the Password field, enter a password. The password is masked.

To indicate that a warehouse employee is an ADCS user

In the Search box, enter Warehouse Employees, and then choose the related link.

If needed, add a new warehouse employee

On the Home tab, in the Manage group, choose Edit List.

Select a warehouse employee from the list. In the ADCS User field, choose the drop-down arrow, and then select the name of an ADCS user from the list.

Note : The default warehouse for the employee should be one that uses ADCS

Instalation & Configuration

Installing ADCS

August 30, 2015 Ashwini Tripathi

To install ADCS, you must customize the list of installation components to include ADCS, which is not included in one of the predefined Installation Options.

Run the Setup from the Product DVD

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