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Alert, Development Tips, How To, Information, PowerBI.com, Tip & Tricks

Working with Alerts in Power BI

Ashwini Tripathi

Knowing about changes to important metrics quickly some time can help you taking quick decisions or help you keep eyes on things you care most.

With data driven alerts in Power BI, you can now get notifications when a metric you care about on your dashboard exceeds a set threshold.

Alert notifications will be sent to you as an email, and appear in your notification center on the web and in mobile apps.

You can set alerts for your numeric tiles featuring cards and gauges only. You have control over how often you want to be notified about your data, and whether you want to receive an email when your data goes beyond the limits you set.

Only you can see the alerts you set, even if you share your dashboard.

Alerts only work on data that is refreshed. When data refreshes, Power BI looks to see if an alert is set for that data. If the data has reached an alert threshold, an alert is triggered.

Alerts only work with numeric data types.

Alerts only work on data that is refreshed. They do not work on static data.

Today we will see how to work with Alert feature in Power BI.

Login to your Power BI using your credentials.

Switch to your Dashboard.

I have one ready to use dashboard from my previous post to show Alert feature I am using the same.

As discussed above it works only for Numeric & Gauges Tiles only, for others you will not get even the Alert option.

Luckily I have one on my Dashboard, if want to learn how to create Numeric Tiles or more details on working with Power BI you can refer to any of my previous posts on Power BI. However you can find here one direct Link to the topic in question.

You see I have selected my Numeric Tile in below screen shot.

DataAlert-1

How to Set Data Alerts:

From a dashboard tile, select the ellipses.

Select the bell icon  to add one or more alerts.

DataAlert-2

Click on Add Alert Rule.

To start, ensure the Active slider is set to ON, and give your alert a title.

DataAlert-3

 

Set your Condition, Threshold, and Notification Frequency also don’t forget to tick on send me mail too.

Click on Save to save your Alert.

 

Receiving alerts:

When the data being tracked reaches one of the thresholds you’ve set, several things will happen.

Power BI checks to see if time have lapsed or more than depending on the option you selected since the last alert was sent.

As long as the data is past the threshold, you’ll get an alert every hour or every 24 hours depending on option you selected.

If you’ve set the alert to send you an email, you’ll find something like as shown in below screen, this in your Inbox.

 

DataAlert-4

 

Power BI will add a message to your Notification center and adds a new alert icon to the applicable tile as shown in below screen.

DataAlert-5

 

Access to your Notification.

DataAlert-6

 

 

Manage alerts:

There are three ways to manage your alerts:

From the dashboard tile

From the Power BI Settings menu

On an individual tile in the Mobile App

DataAlert-7

 

As we have seen above how to create Alerts follow same steps to access Alert Window.

At the Left click on Expand make Necessary Modifications and save.

At the right select the trashcan to delete the Alert.

Select cancel to return to previous window.

 

DataAlert-8

From here you can turn alerts on and off, open the Manage alerts window to make changes, or delete the alert.

 

That’s all for today.

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

Till then keep exploring and learning.

 

 

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Functional Tips, How To, Information, Instalation & Configuration, Maderia, Tip & Tricks, What's New

How to Setup Online Bank Feeds in Madeira

Ashwini Tripathi

You need to be sure : The default company, CRONUS, that launches when you first log in to Project “Madeira” does not have electronic bank feeds enabled. To tryout this feature you must switch to trial Company “My Company“.

In Project “Madeira” you can connect to most of the online banks and download electronic bank feeds for use in bank reconciliation, avoiding tedious, manual reconciliation, reducing errors, and ensuring that your data is refreshed on a frequent basis.

When you log into MyCompany for the first time, a Company Setup wizard will guide you through setting up the basic company information, including using a bank feed service.

Dont forget to select “Use Bank Feed Service” in Company Setup Page to enable this Service.

You can Manage Bank Accounts & Feeds from Bank Account List Page.

BankStatementService-1

If you enable “Use Bank Feed Service” in Company Setup Page, a new section displays in the ribbon as shown in above screenshot with actions so that you can create a new bank account in Project “Madeira” based on the online bank feed, link already existing bank accounts to online bank feeds, unlinking online bank account feeds, or set up automatic download of feeds on a regular schedule.

When you reconcile bank accounts, you can download bank feeds on demand, as well as process automatically downloaded feeds if you have set up already.

In the Payment Reconcilliation Journal, you can import bank statements based on your bank feeds, and Project “Maderia“ will automatically suggest how payments are applied to ledger entries. You can change the application before you post.

Alternatively, you can import bank statements to the Bank Account Reconcilliation window and reconcile the statements with your ledger entries there.

I will come up with more details in my upcoming posts, till then keep practicing and Learning.

 

 

 

 

Development Tips, How To, Information, PowerShell, Tip & Tricks

More about Loops in PowerShell

Ashwini Tripathi

Do Until

The logic of this loop is to execute the Do {block} until (the condition is true).

As usual in PowerShell, pay close attention to the style of brackets, the curly brackets or parentheses guides you to write the correct code.

PS-L-1

Note: Don’t try: Until ($strQuit = “N”).  You need here to use -eq, this is PowerShell’s way of comparing two values.

Do While

The logic of ‘Do … While’ is the opposite of the Do Until. {Execute the block statement} while the (condition is true)
PS-L-1

Note: There are difference between until & while in above two examples: Until ($strQuit -eq “N”) While ($strQuit -ne “N”)

 

‘While’ on Its Own – No Explicit ‘Do’

This method is the more traditional way with the (condition) followed by the {Block command}.  Clearly, PowerShell’s While loop is simpler and more basic than the ‘Do … While’ construction in above two examples.

PS-L-1

Note: In this example the ‘While’ clause is at the beginning instead of the end.

 

‘For’ Loop

Below example is a simple method using the keyword ‘For’. As usual there is a (condition) and {Block Statement}.

The speciality of this loop is the <init> and <repeat> sections.

Here is the syntax:

For (<init>; <condition>; <repeat>) {<command_block>}

Example: Times Table for 25

PS-L-1

One side-effect of the For loop is that it always returns the <init> before it tests for the condition.

The <repeat> modifies the $i variable, which is then tested inside the <condition> of the next cycle.

 

‘Foreach’ loop

The PowerShell ‘Foreach’ loop is more complex, and has more arguments than the ‘for’ and ‘Do While’ loops.  The key feature is that the loop interrogates an array, known as a collection.  It then applies a {Statement Block} to each iteration.  In addition to the position and the type of bracket, observe the tiny, but crucial keyword – ‘In’.

 

PS-L-1

 

PS-L-1

# PowerShell ForEach loop to display files in C:\Program files

$Path = “C:\Program Files\” “{0,10} {1,-24} {2,-2}” -f ` ” Size”, “Last Accessed”, “File Name ” Foreach ($file in Get-Childitem $Path -recurse -force) {If ($file.extension -eq “.txt”)     {     “{0,10} {1,-24} {2,-2}” -f `     $file.length, $file.LastAccessTime, $file.fullname     } }

 

# PowerShell ForEach-Objcet piping into block statement

Clear-Host $Path = “C:\Program Files\” Get-Childitem $Path -recurse -force | Foreach-Object {If ($_.extension -eq “.txt”) {Write-Host $_.fullname        } }

 

PS-L-1

 

PS-L-1

 

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

Till then keep practicing and stay tuned for more details.

Corfu Navision 2016, Development Tips, How To, Information, Inventory, Tip & Tricks

How Inventory is Calculated in Navision 2016

Ashwini Tripathi

Today we will see terms used for Inventory and how Inventory is calculated in Navision.

InvProj-1

You can find details of Inventory on Item Card itself. Also how much Inventory is available or required at different area in ERP.

InvProj-2

If you open Item Availability by Location you will find in more details. When you drilldown you can find in more details from where these figure comes from.

Scheduled Receipts:

Here all the entries from below area is included:

a) Purchase Orders

b) Transfer Orders

c) Firm Planned Production Order

d) Release Production Order

e) Assembly Orders

How Navision calculates?

AvailType::”Scheduled Order Receipt”:
BEGIN
InsertEntry(DATABASE::”Purchase Line“,Item.FIELDNO(“Qty. on Purch. Order”),PurchLine.TABLECAPTION,Item.”Qty. on Purch. Order“);
InsertEntry(DATABASE::”Prod. Order Line“,Item.FIELDNO(“FP Order Receipt (Qty.)”),STRSUBSTNO(Text002,ProdOrderLine.TABLECAPTION),Item.”FP Order Receipt (Qty.)“);
InsertEntry(DATABASE::”Prod. Order Line“,Item.FIELDNO(“Rel. Order Receipt (Qty.)”),STRSUBSTNO(Text003,ProdOrderLine.TABLECAPTION),Item.”Rel. Order Receipt (Qty.)“);
InsertEntry(DATABASE::”Transfer Line“,Item.FIELDNO(“Qty. in Transit”),Item.FIELDCAPTION(“Qty. in Transit”),Item.”Qty. in Transit“);
InsertEntry(DATABASE::”Transfer Line“,Item.FIELDNO(“Trans. Ord. Receipt (Qty.)”),Item.FIELDCAPTION(“Trans. Ord. Receipt (Qty.)”),Item.”Trans. Ord. Receipt (Qty.)“);
InsertEntry(DATABASE::”Sales Line“,0,SalesLine.TABLECAPTION,Item.”Qty. on Sales Return“);
InsertEntry(DATABASE::”Assembly Header“,Item.FIELDNO(“Qty. on Assembly Order”),AssemblyHeader.TABLECAPTION,Item.”Qty. on Assembly Order“);
END;

Planned Receipts:

Here all the entries from below area is included:

a) Planned Production Order

b) Planning Worksheet

c) Requisition Worksheet

How Navision calculates?

AvailType::”Planned Order Receipt”:
BEGIN
InsertEntry(DATABASE::”Requisition Line“,Item.FIELDNO(“Purch. Req. Receipt (Qty.)”),ReqLine.TABLECAPTION,Item.”Purch. Req. Receipt (Qty.)“);
InsertEntry(DATABASE::”Prod. Order Line“,Item.FIELDNO(“Planned Order Receipt (Qty.)”),STRSUBSTNO(Text000,ProdOrderLine.TABLECAPTION),Item.”Planned Order Receipt (Qty.)“);
END;

Gross Requirement:

Here all the entries from below area is included:

a) Sales Order

b) Transfer Order

c) Firm Planned Production Order Components

d) Released Production Order Components

e) Job Planning Lines

f) Service Orders

g) Assembly Orders Components

How Navision calculates?

AvailType::”Gross Requirement”:
BEGIN
InsertEntry(DATABASE::”Sales Line“,Item.FIELDNO(“Qty. on Sales Order”),SalesLine.TABLECAPTION,Item.”Qty. on Sales Order“);
InsertEntry(DATABASE::”Service Line“,Item.FIELDNO(“Qty. on Service Order”),ServLine.TABLECAPTION,Item.”Qty. on Service Order“);
InsertEntry(DATABASE::”Job Planning Line“,Item.FIELDNO(“Qty. on Job Order”),JobPlanningLine.TABLECAPTION,Item.”Qty. on Job Order“);
InsertEntry(DATABASE::”Prod. Order Component“,Item.FIELDNO(“Scheduled Need (Qty.)”),ProdOrderComp.TABLECAPTION,Item.”Scheduled Need (Qty.)“);
InsertEntry(DATABASE::”Planning Component“,Item.FIELDNO(“Planning Issues (Qty.)”),PlanningComponent.TABLECAPTION,Item.”Planning Issues (Qty.)“);
InsertEntry(DATABASE::”Transfer Line“,Item.FIELDNO(“Trans. Ord. Shipment (Qty.)”),Item.FIELDCAPTION(“Trans. Ord. Shipment (Qty.)”),Item.”Trans. Ord. Shipment (Qty.)“);
InsertEntry(DATABASE::”Purchase Line“,0,PurchLine.TABLECAPTION,Item.”Qty. on Purch. Return“);
InsertEntry(DATABASE::”Assembly Line“,Item.FIELDNO(“Qty. on Asm. Component”),AssemblyLine.TABLECAPTION,Item.”Qty. on Asm. Component“);
END;

Planned Order Releases:

How Navision calculates?

AvailType::”Planned Order Release”:
BEGIN
InsertEntry(DATABASE::”Requisition Line“,Item.FIELDNO(“Purch. Req. Release (Qty.)”),ReqLine.TABLECAPTION,Item.”Purch. Req. Release (Qty.)“);
InsertEntry(DATABASE::”Prod. Order Line“,Item.FIELDNO(“Planned Order Release (Qty.)”),STRSUBSTNO(Text001,ProdOrderLine.TABLECAPTION),Item.”Planned Order Release (Qty.)“);
InsertEntry(DATABASE::”Requisition Line“,Item.FIELDNO(“Planning Release (Qty.)”),ReqLine.TABLECAPTION,Item.”Planning Release (Qty.)“);
END;

Finally we can calculate Projected Available Inventory as below formula:

Inventory + Scheduled Receipts + Planned Receipts – Gross Requirement

thats all for today, will come with more information in my upcomming posts.

 

Development Tips, Functional Tips, How To, Maderia, Tip & Tricks

Setup Send Documents by Email in Madeira

Ashwini Tripathi

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.

 

Development Tips, Functional Tips, How To, Maderia, Tip & Tricks

How do I process Sales Return? – In Maderia

Ashwini Tripathi

We have seen in our previous post the feature where if a posted sales invoice has not yet been paid, then you can use the Correct or Cancel functions on the posted sales invoice to automatically reverse the involved transactions.

There could be the situation where customer wants partial refund or return of sales.

You can create the Credit Memo from the Posted Sales Invoice, which will create the Credit Memo for you and leave to you to modify and post the credit memo.

Most fields on the sales credit memo header are filled with the information from the posted sales invoice. You can edit all the fields, with new information that reflects the return agreement.

You can apply the Customer Entries via selecting the line with the posted sales document that you want to apply the sales credit memo to.

The posted sales documents that you applied the credit memo to are now reversed, and a refund payment can be created for the customer.

The sales credit memo is removed and replaced with a new document in the list of posted sales credit memos.

Let us see how we can achieve this in Madeira.

 

CorrectCancelSalesInvoice-12

Select the Sales Invoice and open it for action.

CorrectCancelSalesInvoice-13

Select Create Corrective Credit Memo.

CorrectCancelSalesInvoice-14

Perform the required correction and choose Apply Entries.

CorrectCancelSalesInvoice-15

Select the document to which you want this Credit Memo to be adjusted.

CorrectCancelSalesInvoice-16

Once Application is done, Post the Credit Memo.

Respond to Yes to post the Credit Memo.

Respond to Yes to Open the posted Credit Memo.

CorrectCancelSalesInvoice-17

This is the posted Credit Memo for the Invoice.

Let us check the Ledger for this Customer:

CorrectCancelSalesInvoice-18

Here you can see the net effect of the Credit Memo on Invoice.

Thats all for this post will come up with more features and details in my upcomming posts.

 

 

Corfu Navision 2016, Development Tips, How To, Information, Instalation & Configuration, Tip & Tricks

Managing Multilanguage support in Navision Overview

Ashwini Tripathi

language

Microsoft Dynamics NAV is Multilanguage enabled, which means that you can display the user interface (UI) in different languages.

A Multilanguage version of Microsoft Dynamics NAV is not the same as a localized version.

  • A localized version is a version that is adapted to a local market. All text that is displayed to the user is translated into the local language, and all functional areas are adapted to the requirements of the local market.
  • A Multilanguage version is a localized version that you can run in different languages, but all local functionality remains the same.

 

Language Module:

To be able to run a localized version in multiple languages, you must install language modules.

Language Module contains translated text strings of Logs & error reporting for:

  • Translated strings for the UI in the Microsoft Dynamics NAV Windows client.
  • Translated strings for the database.
  • Translated strings for Microsoft Dynamics NAV Server, such as for logs and error reporting.
  • Translated strings for the Microsoft Office Outlook Add-in for Microsoft Dynamics NAV.
  • Translated strings for charts on Role Centers in the Microsoft Dynamics NAV Windows client.
  • Localized versions of the client Help.

Language Modules are Binary Files which can’t be changed by any external tools for this you will require Partner Translation Tool Project and Visual Studio.

You can install language modules so that you can view text in the user interface in different languages.

Once you have installed a language module, you can select that language on the Select Language page in the UI to change the language of all text that is displayed in the UI in captions for text boxes, on command buttons, in menus, and so on.

Imp: When you change the language of Microsoft Dynamics NAV, you are not changing the language of the data that is stored in Microsoft Dynamics NAV. Changing the text that is stored as application data is not part of the language modules.

When you install a language module, a subdirectory for the language is created in the Microsoft Dynamics NAV directory structure. The .stx, .etx, .chm, and .hh files for each language are automatically installed in the subdirectory. The name of the subdirectory is the three-letter language code (Abbreviated Name) that is used by Windows for the particular language.

You can use this link to access NAV 2016 downloads for Available – Product, Translation Tool & Language Modules. https://mbs.microsoft.com/customersource/Global/NAV/downloads/product-releases/msdnav2016download

 

There are 3 main parts for creating translations that works in Dynamics NAV.

  1. Translate the platform by translating the resource file for each DLL file.
  2. Translate all the captions by adding a new language into captionML in each object
  3. Localize development environment by translating .stx and .etx files. These 2 files have to be sent to the Microsoft regional office and sealed by Microsoft. (Only required if you want the Development Environment to be in Unsupported Language as well)

 

Common available resources for supported/available Language Module.

To work with Language Modules what else you required to know about: You can check below links on MSDN.

  1. Windows Language Virtual Table
  2. How to: Install Language Modules
  3. How to: Add Translated Strings By Importing and Exporting Multilanguage Files
  4. How to: Add Translated Strings By Using the Multilanguage Editor
  5. How to: Uninstall Language Modules
  6. How to: Delete Translated Strings
  7. Multilanguage Development
  8. Viewing the Application in Different Languages

 

Translated User Interface Strings:

In Microsoft Dynamics NAV, the user interface includes the following types of translatable user interface strings:

Captions for application objects, such as pages, tables, reports, option fields, icons, menus, and so on, that are defined in the CaptionML property for an object. Text messages that are defined in the development environment, such as text constants and error messages that are defined in the C/AL Globals window or the C/AL Locals window.

Text messages and strings that are defined in Microsoft Dynamics NAV Server and Microsoft Dynamics NAV Windows client.

To add a language to the text messages that are defined in the resource files for Microsoft Dynamics NAV Server and Microsoft Dynamics NAV Windows client, special tools are required.

You can manage translations by using text files. In the development environment, you can export all strings for the specified objects to a text file, translate the strings in a translation tool of your choice, and then import the new translations. Then, when you compile the updated objects, the new translations are available to users in the Microsoft Dynamics NAV Windows client.

 

Multilanguage across Conflicting Text Encoding Formats:

To support users with translated strings across conflicting text encoding formats, you must save the translations to a text file in UTF-8 text encoding format.

This converts the file to Unicode, which Microsoft Dynamics NAV Development Environment cannot import. Instead, you add the files to a dedicated Translations folder on the Microsoft Dynamics NAV Server computer.

The default location of this folder is:

C:\Program Files\Microsoft Dynamics NAV\90\Service\Translations.

When you have more than one service instance, there is a Translations folder for each service instance, such as:

C:\Program Files\Microsoft Dynamics NAV\90\Service\Instances\MyInstance\Translations.

Microsoft Dynamics NAV Server adds any strings in text files that you place in the relevant Translations folder to the metadata for Microsoft Dynamics NAV.

 

To add translated strings for a conflicting text encoding format:

In the development environment, export the strings for the objects that you want to translate.

Translate the strings in the resulting text file into desired Language by using your preferred translation process.

When translations are complete, save the translated strings into a text file in the UTF-8 text encoding format. The extension of the file must be .txt.

It is recommend that you remove the other Language strings from the Unicode file before you copy it to the Microsoft Dynamics NAV Server computer.

Microsoft Dynamics NAV Server queries the Translations folder for updated strings, and for performance reasons the folder should only contain strings that you cannot import into the development environment because of conflicting codepages.

Copy the UTF-8 file to the Microsoft Dynamics NAV Server computer.

C:\Program Files\Microsoft Dynamics NAV\90\Service\Translations

When you have more than one service instance, there is a Translations folder for each service instance, such as:

C:\Program Files\Microsoft Dynamics NAV\90\Service\Instances\MyInstance\Translations.

Restart the Microsoft Dynamics NAV Server instance.

Microsoft Dynamics NAV Server adds the translated strings in the file to the metadata store for the Microsoft Dynamics NAV deployment.

Now Users of this Microsoft Dynamics NAV Server session can now change the user interface language from English to required Language.

The metadata store is updated whenever you add new strings to the Translations folder and then restart the Microsoft Dynamics NAV Server service instance. Cached strings are not deleted from the metadata store when you restart the service instance.

I will comeup with more details in my upcomming post soon.

Corfu Navision 2016, Cumulative Updates, How To, Information, Instalation & Configuration, Tip & Tricks

Cumulative Update 7 for Microsoft Dynamics NAV 2016 – Released in May 2016

Ashwini Tripathi

Cumulative Update 7 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2016.

The cumulative update includes hotfixes that apply to all countries and hotfixes specific to the following local versions:

  •   AU – Australia
  •   AT – Austria
  •   BE – Belgium
  •   CH – Switzerland
  •   CZ – Czech Republic
  •   DE – Germany
  •   DK – Denmark
  •   ES – Spain
  •   FI  – Finland
  •   FR – France
  •   IS – Iceland
  •   IT – Italy
  •   NA – North America
  •   NL – Netherlands
  •   NO – Norway
  •   NZ – New Zealand
  •   RU – Russia
  •   SE – Sweden
  •   UK – United Kingdom

Where to find Cumulative Update 7

You can download the cumulative update from KB 3157492 – Cumulative Update 7 for Microsoft Dynamics NAV 2016 (Build 45834).

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2016 Cumulative Update.

For a list of all cumulative updates for this version, see Released Cumulative Updates for Microsoft Dynamics NAV 2016.

Cumulative Updates, How To, Information, Instalation & Configuration, Tip & Tricks

Cumulative Update 31 for Microsoft Dynamics NAV 2013 R2 – Released in May 2016

Ashwini Tripathi

Cumulative Update 31 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2013 R2.

The cumulative update includes hotfixes that apply to all countries and hotfixes specific to the following local versions:

  •   AU – Australia
  •   AT – Austria
  •   BE – Belgium
  •   CH – Switzerland
  •   CZ – Czech Republic
  •   DE – Germany
  •   DK – Denmark
  •   ES – Spain
  •   FI  – Finland
  •   FR – France
  •   IS – Iceland
  •   IT – Italy
  •   NA – North America
  •   NL – Netherlands
  •   NO – Norway
  •   NZ – New Zealand
  •   RU – Russia
  •   SE – Sweden
  •   UK – United Kingdom

Where to find Cumulative Update 31

You can download the cumulative update from KB 3157488 – Cumulative Update 31 for Microsoft Dynamics NAV 2013 R2 (Build 45822).

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.

Additional Information

For more information about cumulative updates for this version, see Announcement of update rollups for Microsoft Dynamics NAV 2013 R2.

For a list of all cumulative updates for this version, see Released Cumulative Updates for Microsoft Dynamics NAV 2013 R2.

For a list of all hotfixes included in cumulative updates for this version, see the following CustomerSource and PartnerSource pages:

CustomerSource:

PartnerSource

How To, Information, Instalation & Configuration, Maderia, Tip & Tricks

Using Payment Services – in Madeira

Ashwini Tripathi

It’s obvious you know we can include link in PDF documents, if you don’t know no issues everything is not known to every one until he uses it or someone inform them. Today we will be learning this feature for making payments using links in your PDF invoices generated from Madeira.

If you had setup the preview this feature is already available in CRONIUS US demo company.

How do we Setup:

Login to Madeira Project using your Credentials.

Click on Search Page from right top corner.

Search for Payment Services page.

PayPalPayment-1

 

 

PayPalPayment-2

Open the Page.

Click on Setup and enter your details as shown in above screen.

Click on Maximize button and Show more to see more details.

PayPalPayment-3

Payment Service Link:

In the CRONUS US demonstration company, the payment link inserted into invoices will link to the PayPal test site.

For your actual Company, we will set so that the payment link will point to the real PayPal site, where payments can be made.

It is advisable that not to do this up for the Actual Company until Project “Madeira” is generally available for purchase. And authorized documentation on this feature is released from Madeira.

If you have setup Always Include on Document then you need not to perform any additional step, but in case you want to add the Payments Service Link to individual invoices that too can be done.

Manually Selecting Payment Services:

Open your Invoice on which you want to include this option.

PayPalPayment-4

As you can see in above Invoice no Payment Service is included.

Click on the Lookup on right side of the field.

PayPalPayment-5

Select the Payment Service from the list of available Services, and click on OK.

PayPalPayment-6

When you send the invoice to your customer the Payment Service Link will be included in the Invoice PDF.

PayPalPayment-7

 

 

PayPalPayment-8

 

 

PayPalPayment-9

 

 

PayPalPayment-10

How it will look in Invoice:

The PDF will contain the link to your selected Payment Service using which your customer can do the payment.

PayPalPayment-11

Stay tuned for more Information in upcoming posts.

Till then keep exploring and learning.