Uninstalling Jet Express

If you need to uninstall Jet express from a client machine-

From the Start Menu select Programs and Features find the Jet Express application, right click and select Uninstall.

If you need to uninstall the Jet components from the Microsoft Dynamics NAV 2015 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 all the business objects in the 14125500-509 range, right-click and select delete.

When asked if you want to delete the selected lines click yes.

Also remove the Web Service Entry too.

Also remove the Navision Instance, if created dedicated for Jet.

Checkout Upcoming posts for more information.

Configuring a Data Source in Jet Express

Select Data Source Settings from the Jet Ribbon

Use the Data Source Version drop down button and select “Dynamics NAV 2013 and later”.

JetExcel-6

Select the Web Service Tab

  • Enter the Server, SOAP Services Port and Instance.
  • If your Web Service is configured to use SSL encryption then check the “Use SSL encryption” box.
  • Pick the Jet_Data_Source codeunit.
  • Pick your default Company.
  • Click Test Connection to ensure connectivity.
  • Click OK.

JetExcel-7
Checkout Upcoming posts for more information.

Installing Jet Express for Excel – Navision 2015

Jet Express is an Excel add-in which must be installed each client machine. The client machines must have Excel installed.

Download the current version of Jet Express

  • Download the version of the product that matches your version of Microsoft Office (either 32-bit or 64-bit).
  • Microsoft Office 2007 is 32-bit.
  • If you are using Microsoft Office 2010 you can determine this by selecting the File On your version of Excel.
  • Button in your Excel ribbon and then selecting either Help or Account, depending
  • If you attempt to install the wrong version you will receive an error message and the application will not install.
  • Run the .exe file.
  • If you receive a message asking “Do you want to allow the following product to make
  • Changes on this computer?” select YES.

Once Jet Report is installed, when you open your Excel you will get new Tab as Jet.
JetExcel-2

Checkout upcoming posts for more Information.

Customize the Report layout using Jet Express for Word

Click Edit Layout to customize this layout
JetReportDesign-1

The Jet Express for Word action panel may automatically open when this word file is opened.

If not, select the Jet Ribbon

Click on the Design icon

This presents a tree hierarchy of the fields from the selected report. 
JetReportDesign-2

Click on the icons on the hierarchy to expand or contract the lists.

The Search field makes it easy to find the fields you need.

Labels – NAV reports which were created by Jet Reports include a section for Labels. These fields are the descriptions of the fields themselves.

If you have multiple languages in your NAV instance, these labels can be helpful for creating multi-language documents.

Other Groupings – NAV reports which were created by Jet Reports include sections for Company, Customer, etc. These fields include the values of the fields.

The user can select from fields including Header or Lines in the hierarchy and insert an item, typically into a table in the Word document.
JetReportDesign-3

To add a field select the desired location in the Word document and double-click on the field.

Alternatively, you can select the field and click on the Insert button in the Jet Express for Word action panel.

To Add a picture to a document, right-click on the item and select Insert Picture
JetReportDesign-4

The Lines fields are also inserted as text and can be replicated by a Right-click, and choosing “Insert Repeater”.

Repeating items (such as Sales lines on a Sales order) can be added to a document.
JetReportDesign-5

Best practice for this is to create a table in Word that is two rows high.

The first row contains the Labels of the fields that you wish to include.

The second row contains the values of the fields.

Select the entire second row- include the area just to the right of the last column.

Right-click on the item in the hierarchy that you want to repeat and select Insert

To delete an item, click on it, and then click on its Title.
JetReportDesign-6
When you click on the Title it will change color.

Then press the Delete Button on your keyboard.

Note: It’s important to select the Title when deleting to avoid any leftover data.

When you have completed your changes Save your Word document
JetReportDesign-7
This will return you to NAV and prompt you to import the report layout changes.
JetReportDesign-8
Click Yes

You can Run Report to review your changes.
JetReportDesign-9
Here is the output for the report below.
JetReportDesign-10
We are done with customization of the report using Jet Reports.

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

Jet Express for Word – Objects for Navision 2015

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.

JetReportObjects-1
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.
JetReportObjects-2

JetReportObjects-3

JetReportObjects-4

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.
JetReportObjects-5

Jet Express for Word Overview & Installation – for Navision 2015

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.

JetReportInstallation-1

JetReportInstallation-2

– 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”

JetReportInstallation-3

JetReportInstallation-4

JetReportInstallation-5

Verifying the Installation

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

JetReportInstallation-6

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.

JetReportInstallation-7

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.

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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