Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 35
Solution
We need to make a change which affects all items sent to a particular customer, this is done by creating a
level 3 customer rule. We then need to specify a level 4 rule to cover Order Confirmations.
 In the NAV Windows Client type Zetadocs Customer Rule in the search bar and navigate to that
page.
 Select the Customer No. field and choose New Concepts Furniture.
 Select the Document Set No. field and set it to 0 the default value as this is to apply to all items.
 Select the delivery tab, shown below, and select Use Contact: if the new contact is already in your
NAV database or Use Alternate: if it is not.
 In this case we’re adding an existing user so select Use Contact and choose Belinda Newman.
 All documents sent to New Concepts Furniture will now use these details.
The Level 4 Rule – per Customer per Document Set
Requirement
The previous level 3 rule will now send all documents to Belinda Newman, but there was also a requirement
for Order Confirmations to go John Emory by fax.
Solution
We need to make a change which affects all items sent using the Document set Order Confirmation and to a
particular customer, this is done by creating a level 4.
 In the NAV Windows Client type Zetadocs Customer Rule in the search bar and navigate to that
page.
 Create a new rule by pressing F3, select the Customer No. field and choose New Concepts
Furniture.
 Select the Document Set No. field and select Order Confirmation.
 Select the delivery tab and click Use Alternate.
 Add the details of the recipient, in this case John Emory, as required.
 Next go to the Delivery Method field and select fax.
 Close the page and you have now created the level 4 rule.
Starting from the top then, the internal processing determines the send settings by building the results from
the lower level rules up. Assume we are sending an order confirmation and it uses the document set
ZD00006 – Orders Confirmations.
This will determine the delivery information from the Level 1 & 2 rules specified above:
 Delivery Method: Email
 Template: ZT00006 - Order
 Archiving Settings: Do not archive
 Contact: Use Default contact
When Zetadocs consults the Level 3 Rules it sees that any document being sent to “New Concepts
Furniture” will be sent to “Belinda Newman” instead of the contact specified by default for the company we
are sending to.
This would mean:
 Delivery Method: Email
 Template: ZT00006 - Order
 Archiving Settings: Do not archive
 Contact: Belinda Newman
However when Zetadocs consults the Level 4 Rules, it sees that for situations where the company name =
New Concepts Furniture and the Document Set = ZD00006 or an Order Confirmation the Level 4 settings
need to be applied.
So the final settings will be:
 Delivery Method: Fax
 Template: ZD0006 – Order Confirmation
 Archiving Settings: Do not archive
 Contact: John Emory