Custom E-Mail Cover Letter Layouts in Dynamics NAV 2017

The cover letters are created using RDLC or Word layout customization features providing visual consistency with any attached pdf document. Specify Document Layout for a Customer Say we want to setup different e-Mail body for specific customer, so we will assign a specific report by customer which will enable us to process multiple formats at Read More

Handling Incoming Documents and OCR Functionality

Typically, in case of purchases, incoming document files represent payment receipts for expenses or small purchases. Many a times these transactions are not recorded in Microsoft Dynamics NAV from the outset. Instead, an external business document comes into your company as an e-mail attachment or a paper copy that you scan to file. Other examples Read More

Payment Registration

What are the benefits of using Payment Registration? Simplicity: All processes are brought together on one page to efficiently handle registration of incoming documents. Ability to accommodate various ways of doing payment registration. Productivity: Easy overview of open entries. Easy sorting and filtering across open entries. Less data entry. Ease of Use: In common scenarios, Read More