Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 34
Blanket
Purchase Order
ZD0004
Blanket
Purchase Orders
ZT00004
ZD-Blanket
Purchase Order
Template
Email
Sales Quote
ZD0005
Sales Quotes
ZT00005
ZD-Sales Quote
Template
Email
Order
Confirmation
ZD0006
Order
Confirmations
ZT00006
ZD-Order
Confirmation
Template
Email
Sales Invoice
ZD0007
Sales - Invoices
ZT00007
ZD-Sales Invoice
Template
Email
Sales Credit
Memo
ZD0008
Sales Credit
Memos
ZT00008
ZD-Sales Credit
Memo Template
Email
Sales Return
Order
ZD0009
Sales Return
Orders
ZT00009
ZD- Sales Return
Order Template
Email
Blanket Sales
Order
ZD0010
Blanket Sales
Orders
ZT00010
ZD- Blanket Sales
Order Template
Email
Remittance
Advice Journal
ZD0011
Remittance
Advice - Journals
ZT00011
ZD-Remittance
Advice Journal
Template
Email
Statements
ZD0012
Statements
ZT00012
ZD- Statements
Template
Email
Purchase
Invoice
ZD0013
Purchase
Invoice
ZT00013
ZD-Sales Invoice
Template
Email
Work Order
ZD0014
Work Orders
ZT00014
Email
Purchase Credit
Memo
ZD0015
Purchase Credit
Memo
ZT00015
Email
Let’s look at an example of Zetadocs Rules and their configuration in action. In this case the default
configuration has been imported using the steps earlier in this guide. We will walk through a series of
scenarios which require the creation of level 2, 3 and 4 rules.
The Level 1 Rule – Default Rule
The Zetadocs System Rule card below shows the level 1 rule that will apply to all documents by default
unless overridden by a higher level rule. In this case documents are sent using email with the default
template. We can also set the archiving options on the Archiving Tab, in this example we will set the system
not to archive.
The Level 2 Rule – per document set
Requirement
The sales team has stated a requirement whereby all order confirmations are sent with a copy of the terms
and conditions and use a standard email template.
Solution
Zetadocs templates can be setup to provide all this functionality as described in section 9.1. Assuming we
have created a suitable template or modified one of the Zetadocs templates provided as required. A level 2
rule needs to be setup to ensure this template is applied but only to order confirmations.
 Select the Rule button and select List, next scroll to the Document Set name field and choose Order
Confirmations.
 The card will populate, notice how the ZD-Order Confirmation Template has been assigned as this
is configured as part of the standard configuration data imported earlier.
The level 2 rule details shown below will apply to all documents with the document set Order Confirmation,
meaning that any Order Confirmation document will be sent using the ZD- Order Confirmation Template
whilst the others will use the level 1 rule and thus the default template.
The Level 3 Rule – per Customer
Requirement
Following discussions with one of our customers New Concepts Furniture, the sales team has requested
that all correspondence be sent to Belinda Newman, with the exception of Order Confirmations which
should instead go to John Emory by fax.