Creating Custom Word Layout for Document Reports in Navision 2015

Open the MS Office Word.

File -> New and type Invoice in search and press enter to list available Invoice Templates.

Document Reports -1

In my example I am using [Sales Invoice (Blue Border Design)]

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Select Create to download the template and create a document for you.

Your new document created from this template will look as below:

Document Reports -3

Prepare the Layout by removing extralines as we will be using repeating lines for Lines.

Save your Template.

I have made a copy of Report 206 – Sales – Invoice on new ID say (50005 as Sales – Invoice Word).

This report dosen’t have Word Layout. We will be creating one Customize Layout form above saved Invoice above. [Sales Invoice (Blue Border Design)]

Open Report Layout as shown in below Screen:

Document Reports -4

Document Reports -5

Slect the Report and choose Custom Layout as shown in above screen.

Document Reports -6

In Custom Report Layout Window Click on New.

From window Insert Build-in Layout for Report Select Insert Window Layout and click OK button.

Document Reports -7

From Custom Report Layout window Select Import Layout, Select your word file prepared above and Respond Open to Import.

Document Reports -8

Then, press Edit Layout and prepare layout on Developer tab, find XML Mapping Pane and find your document in Custom XML Part.

Now, you can find all fields from Dataset.

Document Reports -9

Please see below links to complete your report:

Adding image fields

Add fields from a report dataset to a word report layout

Creating my first word list report in Navision 2015

How to specify the default built in report layout

Create a word report layout for a report

Once you are done with your field assignment close the word layout.

Document Reports -10

Select Yes to import changes to the report.

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Select Run Report to view the output of your report.

Now you are done with your Custom Report Layout.

Please see sections which will be more helpful to complete your task:

Reports

Useful Tips for Technical as well as Functional (Saving Customer/Vendor/Item as Template)

Normally we see Template is created at on Interface and the Customer/Vendor/Item are created via other interface.

We can make it more user friendly, in below article I will show some readymade tips available in Navision It is available in 2013 and 2015, for lover version please verify accordingly.

First Lets have a look at what all is available to us then we will see how we can make the more meaningful to our customers. Obviously if any out of box customization is required that we have to carry out.

Template-CVI-1

Others too available check it out, I will show one of them rest you apply same skill to accomplish others.

Let’s Start with Page 1300 Mini Customer Card what it looks like.

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In this Page on Action Tab we have Save as Template the functionality which we are going to use in our Article for today.

Template-CVI-3

Let’s First Link this Page (1300) with our Std. Customer Card Page (21).

I will Add New Action on my Page and set following Properties.

Open the Page 21 in Design Mode & Access View -> Page Actions.

Template-CVI-4

We have added this Link Just for information you can Skip this step, it is not compulsory for what we are going to perform below in next step.

Here other tabs of Mini Customer Card is only visible following certain Conditions. So nothing wrong with code or design. Technical can review the code and find out the reason for same.

Like :

Template-CVI-5

Template-CVI-6

Next we will copy one Functionality from Page 1300 to our Page 21. Save as Template.

Open the Page 1300 in Designer and access to View -> Page Actions.

Template-CVI-7

Save the object no further any coding or Variable definition will be required. As this Functionality is properly designed as plug and Play. Required Variables are defined local and it takes the Current Record as Parameter.

TempMiniCustomerTemplate.SaveAsTemplate(Rec);

Now Open your customer card, scroll to record which you want to save as Template and Select Save as Template from Action Tab. Give the Template name to save and click OK.

Template-CVI-8

Your Template is saved. Now you can use the same to apply to your New Customer.

Now Create New Customer and Select Template to Apply.

Template-CVI-9

Template-CVI-10

You are done.

This way you are able to give something new to your Customer without any major customization.

Similarly you can do for Item & Customer too.

Explore there are few more which will be helpful in certain conditions.

Integrating with Microsoft OneNote With Navision 2015

You can set up Microsoft Dynamics NAV to work with Microsoft OneNote.

For example, you can use OneNote integration to synchronize notes from a mobile OneNote installation with Microsoft Dynamics NAV. You can also use OneNote to share pictures, recordings, and other instructions across a company.

When you set up OneNote integration, you can enable adding notes to a particular record or to a complete page

Note: You cannot set up Microsoft Dynamics NAV to work with OneNote in multitenant deployments.

With Microsoft OneNote integration you can attach notes to customers, items, or invoices.

OneNote notes can be created for a specific record, but also for a whole page depending on the setup.

You can attach notes, reminders, or pictures to a specific record such as a customer. You can also create a note attached to a whole page, so there are separate instructions about how to deal with customers, items, or journals.

Pages notes can only be used on pages that are based on a source table. This means that, for example, the Role Center page cannot use page notes.

Note: OneNote integration lets users share their OneNote repository, which means that information in a shared OneNote repository can be read by all persons having access to that repository.

Let’s start with creating background which we will use in Setting up our solution, I am using   Local folders to configure my OneNote.

OneNote-1

Here I have created two Folders

  1. PageNotes
  2. RecordNotes

How to access PageNote & RecordNote.

If OneNote not visible on Pages you can add the same as below:

OneNote-3

To set up OneNote integration for a group of users

  1. In the Search box, enter Profiles, and then choose the related link.
  2. Select the profile to make the OneNote adjustments for.
  3. On the Home tab, choose Edit.
  4. Select the Use Record Notes check box.
  5. In the Record Notebook field, enter the path where Microsoft Dynamics NAV should access the notebook.

OneNote-2

Note: You can find this information in Microsoft OneNote using the File tab. Select the OneNote book that you want to use, this can be shared among the books listed in Notebook Information or you can create a new one. Copy the location path for the notebook.

You may want to use customization to promote the OneNote action to the ribbon for easy accessibility.

If want to us Page Note too follow below steps:

  1. Select the Use Pages Notes check box.
  2. In the Page Notebook field, enter the path where Microsoft Dynamics NAV should access the notebook.
  3. Choose the OK

Note: The RoleTailored client must be restarted for the changes to have effect.

Using Record Notes

  1. From any Page Select OneNote, Note For selected record will be available to record.

OneNote-4

Your One Note File is created in the specified Folder:

OneNote-5

Accessing the Record Notes:

OneNote-6

Using Page Notes

  1. From any Page Select PageNote, Note For active Page will be available to page.

OneNote-7

Your Page Note File is created in Specified folder

OneNote-8

Accessing the Page Note

OneNote-9

Try using it, it’s Simple and Very useful.

The New Report Scheduling feature for end users running reports in Microsoft Dynamics Navision 2015


The new Report Scheduling feature for end users running reports:

  • End user can schedule reports for later execution.
  • User can get to his next task quicker.
  • User has an inbox part for viewing the scheduled reports.

 A. Setting up the job queue to run a report

My Customer needs to run a number of long running reports and does not want to wait for them to complete.

The scenario is simplified because a typical customer setup would involve setting up a NAS instance to process the reports.

* Open the Job Queues page.

ReportSchedule-1

* On the Home tab, in the New group, choose New to set up a new job queue

ReportSchedule-2

* In the Code field, type Reports.

* Fill in the Description field My Report Schedule.

* Leave the Job Queue Category Filter field blank.

* On the Home tab, in the Process group, choose Start Job Queue.

* Close the Job Queue Card

ReportSchedule-3

A job queue with no filter runs the reports.

In many customer installations, the reports will be picked up by the DEFAULT job queue


B. Adding the Report Inbox to the Role Center

My Customer wants easy access to the reports that he has scheduled, so he adds the Report Inbox part to the Role Center page.

* To open the Role Center page that you want to customize, in the navigation pane, choose the Home button, then choose the Role Center menu item.

* On the Application menu , choose Customize, and then Customize This Page.

* In the Available Parts pane, select Report Inbox, and then choose the Add button.

* To move the Report Inbox part to top of the second column in the Role Center layout pane, select it and then use the Move buttons.

* (Optional) To add the My Job Queue to the Role Center, in the Available Parts pane, select My Job Queue, and then choose the Add button.

* (Optional) To move the My Job Queue part below the Report Inbox in the Role Center layout pane, select it and then use the Move buttons.

ReportSchedule-4

ReportSchedule-5

* Verify that the Report Inbox appears in the Role Center.

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C.Scheduling a report and viewing the result

* On the Role Center, on the Report tab, choose Customer Order – Summary.

* On the report request window, choose the Print button, and then choose Schedule

ReportSchedule-7

* In the Schedule a Report window that appears, in the Description field type a different text.

* In the Report Output Type field, select the down arrow, and choose PDF.

* Choose the OK button.

ReportSchedule-8

* Go to the Report Inbox on the Role Center and show that the report appears when it is finished running.

* To view the report, select it in the Report Inbox, and then choose Show.

ReportSchedule-9


D. When a scheduled report fails

* Open the Role Center.

* On the Application menu , choose Customize, and then Customize This Page.

* In the Available Parts pane, select My Job Queue, and then choose the Add button.

* To move the My Job Queue part below the Report Inbox in the Role Center layout pane, select it and then use the Move buttons

* In the Role Center, go to the My Job Queue part.

We have already done above step in above steps. Let’s continue with next step. If not already done follow the steps as defined above.

* On the Role Center, on the Reports tab, choose Price List.

* In the Sales Type field select Customer.

* To schedule the report to run later, choose the Print button, then select Schedule.

* In the Schedule a Report window, leave the default values in fields and choose the OK button.

ReportSchedule-10

* When the error shows up in the My Job Queue part, select the error, and then choose Show Error.

* Read the error message, and then choose the OK button to close it.

ReportSchedule-11

* Open the Job Queue Log Entries page.

* Filter the list to display entries whose Status is Error.

* To view the error message, point to the Error message field for the entry, or, select the entry, and then on the Home tab, choose Show Error Message.

* Return to the Role Center, and then run the Price List report again.

* On the report request window, set the Sales Type field to All Customers, choose Print, and then choose Schedule.

* In the Schedule a Report window, leave the default values in fields and choose the OK button.

* In the Report Inbox on the Role Center, view the completed report.

ReportSchedule-12


List of Cumulative Updates for Microsoft Dynamics NAV 2015 as of July 2015

Knowledge Base ID Title Release date Build no. Local versions included
3075726  (https://support.microsoft.com/kb/3075726/ ) Cumulative Update 9 for Microsoft Dynamics NAV 2015 July, 2015 41779 AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3069272  (https://support.microsoft.com/kb/3069272/ ) Cumulative Update 8 for Microsoft Dynamics NAV 2015 June, 2015 41370 AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3058000  (https://support.microsoft.com/kb/3058000/ ) Cumulative Update 7 for Microsoft Dynamics NAV 2015 May, 2015 40938 AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3052226  (https://support.microsoft.com/kb/3052226/ ) Cumulative Update 6 for Microsoft Dynamics NAV 2015 April, 2015 40459 AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3039824  (https://support.microsoft.com/kb/3039824/ ) Cumulative Update 5 for Microsoft Dynamics NAV 2015 March, 2015 40262 AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3035986  (https://support.microsoft.com/kb/3035986/ ) Cumulative Update 4 for Microsoft Dynamics NAV 2015 February, 2015 39663 AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3024901  (https://support.microsoft.com/kb/3024901/ ) Cumulative Update 3 for Microsoft Dynamics NAV 2015 January, 2015 39368 AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3020885  (https://support.microsoft.com/kb/3020885/ ) Cumulative Update 2 for Microsoft Dynamics NAV 2015 December, 2014 38798 AT, AU, BE, CH, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3013215  (https://support.microsoft.com/kb/3013215/ ) Cumulative Update 1 for Microsoft Dynamics NAV 2015 November, 2014 38457 AT, AU, BE, CH, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK

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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