Altus Alliance 2016 - Customize Purchase Orders and Receipts Using Word Inside NAV
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Transcript of Altus Alliance 2016 - Customize Purchase Orders and Receipts Using Word Inside NAV
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ALTUS ALLIANCE 2016Customize Your Purchase Orders and Receipts Using Word Inside NAV!
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Today’s Presentation• Make your documents stand out!• Jet Express for Word Overview• Where to get it• How to install it • See it in action• Tips & FAQ’s
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Never miss the chance to market!
Typical NAV document.
Make use of corporate branding.
Put the emphasis in the right places.
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Overview• It’s free for NAV 2015 and later customers!• Strategic agreement with Microsoft• User-friendly way to create reports in Word• No additional licensing requirements
• Add-in for Word • Interfaces with NAV 2015 or 2016
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Overview cont’dGives business users a way to create custom reports using Report Objects
• Report Objects have to exist first to work!
• Works with existing Report Objects
• Must have permission to work in NAV Development Environment to change existing objects or create new ones
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Where to get itDownload site:
jetexpressforword.jetreports.com (no www prefix)
Extract the zip files
3 Downloads include:• Microsoft Word add-in executable file• NAV .fob file which includes 4 Jet report
objects• Sales orders, invoices and credit memos
• Additional sample reports for Jet objects• Documentation
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How to Install Jet Report Objects• NAV 2015 or 2016 Development
Environment• Click on Reports in Object Designer• Import Jet objects (File Import)• Do not need permission to import
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How to Install in Word• Make sure Word is closed
• In the Jet Express for Word Installer Folder • Right click on Setup • Run as Administrator
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Getting Started• Always start from NAV, not Word• Type “Report Layout Selection” in Search • Choose a report and click on Custom Layouts
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Getting Started cont’d• Click on New• Give it a Description• Edit the Layout -> this launches Word• Run Report to see what it looks like
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Tips• Use Labels (Captions) if NAV is multi-
language• Use Tables in Word – keeps it stable• Import blank Word doc to start fresh with existing Report Layout• Brand new reports need a new Report Object in the Object Designer
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FAQ’s• Custom fields can be added through the
NAV Object Designer to any Report Object• Not intended to replace RDLC reports• French Report Object will need modification
– uses Euros• Cannot do calculations • Cannot filter data• Cannot create conditional replicators
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See It In Action!
Need to see it again?
• Video on our website
• Contact me for a one-on-one [email protected]
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ALTUS ALLIANCE 2016Altus IdeasThe new way for you to submit feature requests to us.
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ALTUS ALLIANCE 2016Altus AdvocatesMembership has it rewards. Enroll today.
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ALTUS ALLIANCE 2016Submit your evaluations to win!
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Thanks for coming!@altusdynamics
altusdynamics.comlinkedin.com/company/altus-dynamics