Installation guide
Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 113
Level 2 Rule Test – Batch Send
Open the Order Processing section and select Orders.
Select a suitable order record and select Print Order Confirmation.
Select a suitable rage of records and select Print Order Confirmation.
The usual print dialog will appear, select Print.
The Zetadocs Batch Delivery card may appear depending on your system settings, this will contain
all of the delivery details according to your current rule setup.
Select OK to send the reports, check to ensure they deliver as expected and archive if this has been
configured as well.
Note: If you have configured higher level rules for the customers in question these will supersede the level
2 rule.
Modifying the Level 2 Rule
Return to the Zetadocs System Rule Card for the report in question and change the delivery details
for that particular document set.
Repeat the above send tests to ensure that they operate as expected.
Return any settings to your previous values as determined by your requirements.
Level 3 Rule Test
Go to the Customer Card and select a customer with an order (or one you are able to create one
for).
Click the Customer Button and select Zetadocs Rules.
The Zetadocs Customer Rule Card will open.
Select the Delivery Tab and select a sending option other than Use Default and/or change the
delivery address (by changing any of those settings on that page you create a Level 3 Rule for that
customer).
Figure 44 - Customer Card - Zetadocs Tab page
Send an Order to this customer and check that the NAV document has been delivered as expected.
Modifying the Level 3 Rule
Return to the Zetadocs Customer Rule Card for the customer in question and change the delivery
details for them.
Repeat the above send tests to ensure that they operate using the new rule details as expected.
Return any settings to your previous values as determined by your requirements.