Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 125
ZdRecordSet := TRUE;
END;
Notes
 The Zetadocs drag drop control has a minimum size of 6000 X 6400. If your subform is smaller than
this some clipping may occur.
 The Zetadocs drag drop control needs to take focus on form opening. The final part of code in the
instructions will set the focus back to the No. field. If another field should be focused this code will
need to be adjusted.
22.6 Using the Zetadocs Sample Reports
Sample Reports are provided for NAV 7.00 (2013) W1 and NAV 6.10 (2009 R2) W1 systems only.
 Log into Microsoft NAV as a user with SUPER user permission rights to allow you to import new
objects into the NAV database.
 Open the object designer (Shift + F12) and import the sample reports file relevant to your NAV
version from the \Zetadocs NAV Server Components\Sample Reports\ folder of your product
download. E.g. for NAV 2013 choose the Zetadocs for NAV Sample Reports – NAV7.00W1.fob.
 Next assign these reports in NAV so they run in place of the existing reports. Otherwise use the
steps below to configure any remaining reports which you require.
Sample Reports provided:
Report ID
Report Name
9009960
ZD-Blanket Purchase Order
9009961
ZD-Blanket Sales Order
9009962
ZD-Order Confirmation
9009963
ZD-Order
9009964
ZD-Purchase – Credit
9009965
ZD-Purchase – Quote
9009966
ZD-Purchase – Invoice
9009967
ZD-Sales – Credit Memo
9009968
ZD-Sales – Invoice
9009969
ZD-Sales – Quote
9009970
ZD-Statement
9009973
ZD-Return Order Confirmation
9009974
ZD-Return Order
22.7 Manually Modifying your Existing Reports
There are two goals of the Zetadocs for NAV report modifications.
1. To determine the page numbers where one report ends and the next begins.
2. To determine the record to which we want to link the document once archived.
Determining the page breaks
Zetadocs for NAV writes a short code at the top of the report page print output to identify which pages
belong to which record. This can be once per page or only on the first page depending on how the report is
written. This is why we modify the report section / layout. The Zetadocs Ref number also is capable of
dealing with copy loops so that only one copy of the document is sent to a recipient.
Determining the record to link to
If I send a Sales Order Confirmation I will want to link that document to the Sales Header record for the
report. To achieve this Zetadocs requires that you call AddRecord passing the RECORDID of that record. You
can see in the image below how the Sales Header constitutes the main loop of that report.