First update of Project “Madeira” is released – June 2016

What does this update includes?

 

Filter on unprocessed incoming documents

 

The list of incoming documents is now filtered to show only entries that have not been used to create posted documents with.

When documents are posted, the processed flag is set to Yes, such that incoming documents that have been processed into posted documents are filtered out.

You can choose to view all incoming documents in the list if desired, using the show Show All action.

You can also manually switch the processing flag.

 

Office Suite notifications are now enabled in Project “Madeira”

 

In the top right corner, next to the Settings menu, you will notice the bell symbol that you probably already know well from other Office products: That’s the Notifications menu.

Here you will receive notifications such as new mail and calendar reminders directly while working in Project “Madeira”.

 

New extensions, such as Sana Commerce for Project “Madeira” and ChargeLogic Payments that provides payment and credit card processing capabilities.

 

In Project “Madeira”, the Extension Management window lists all available extensions. Some extensions are provided by Microsoft, and other extensions are provided by other companies.

With the first update of Project “Madeira”, extensions have been added by other providers, and Madeira refer to the websites that these companies provide for more information.

Sana Commerce is the integrated B2B e-commerce platform for Project “Madeira” that helps wholesale, distribution and manufacturing companies efficiently run their business, improve their customer service and ultimately generate more revenue through easy online order processing and a 24/7 online access of product information. See the Sana Commerce website.

With ChargeLogic Notify, you can automatically deliver customized, targeted emails directly from Project “Madeira” for invoices, orders, shipments, returns, and sales quotes. Clearly provide the exact information you want with the exact look you want to increase customer satisfaction, promote your brand, and drive business. Using a powerful template system and business rules, you’ll be able to create personalized content and custom designs in an email format and send them to all parties associated with a communication. See the ChargeLogic website. .

 

For further details checkout Link and this Link.

 

 

Setup Send Documents by Email in Madeira

To enable emails from within Project “Madeira”, start the Set Up Email assisted setup on the Home page. We have already seen this in our previous post, you can find it here.

To offer your customers to pay for sales electronically using a payment service, such as PayPal, you can also have the PayPal information and hyperlink inserted in the email body. We have already covered this in our previous post, you can find it here.

From all supported documents, you initiate emailing by choosing the Send action, on posted documents, or the Post and Send action, on non-posted documents.

Let us Setup document-specific email body for sales invoices.

From the search page find Report Selections Sales:

SetupEmail-10

Fill the Value as shown in below screen in same sequence.

SetupEmail-11

If you want to offer customers to pay for sales electronically, you can set up the related payment service, such as PayPal, and then have the PayPal information and hyperlink inserted in the email body as well. We have already covered this in our previous post, you can find it here.

Will come up with more details & feature explaination in my upcomming posts.

 

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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