Brian Meier, Microsoft FI30: DIY CUSTOMIZED SALES ORDERS AND PURCHASE ORDERS.

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Presentation transcript:

Brian Meier, Microsoft FI30: DIY CUSTOMIZED SALES ORDERS AND PURCHASE ORDERS

2 #NAVUGFocus Discuss common pain points in personalization of external facing documents. How do templates work? Where do I start? What defaults are available to me? How to create your own templates. SESSION OBJECTIVES

3 #NAVUGFocus ABOUT ME Brian Meier Principal Program Manager NAVUG Member for 9 years SMB Development 16 Years Microsoft

COMMON PAIN POINTS

5 #NAVUGFocus Default documents that I send to my customers and vendors are not what I want I don’t know how to customize the reports Some of my customers and vendors have specific requirements for the documents I send to them Upgrading customized report objects COMMON PAIN POINTS

DEFAULT TEMPLATES

7 #NAVUGFocus Templates are associated with an existing report object. Default templates available for 6 report objects Most templates have multiple designs available Default, Red, Modern, Blue & Timeless Default templates can be personalized in Word DEFAULT TEMPLATES

8 #NAVUGFocus Sales Quote (1304) Sales Confirmation (1305) Sales Invoice (1306) Sales – Credit Memo (1307) Standard Statement (1317) Vendor Remittance (11383) DEFAULT TEMPLATES

DEMO

LOOK MOM, I CREATED MY OWN TEMPLATE!

11 #NAVUGFocus What reports can I create a template for? Any report object can have a template Why don’t I see the XML Add-in in Word? You must open the template from NAV Are there any Word limitations? No Word limitations, but all database fields must be associated with a Word table How do I assign a template to a specific customer or vendor? Default templates are assigned at the company level and specific templates associated with a customer or vendor are defined at the master record level CUSTOM TEMPLATES

DEMO

QUESTIONS

14 #NAVUGFocus Contact information Brian Meier, Microsoft– THANK YOU

15 #NAVUGFocus  Download the session slides from the NAVUG Focus community at navugfocus.com under the Events tab.  Complete your Session Survey at  Attend the Networking Huddles for IT, Manufacturing, or Finance. Tuesday, 5:15PM located in Schaumburg West.  Have a Great Conference! FINAL REMINDERS