Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 46
message is sent and where it is archived. Each Zetadocs Document Set can have a separate definition of
these sending settings.
Zetadocs for NAV also has Company Rules, these are the Zetadocs Customer Rules and the Zetadocs Vendor
Rules which add another level of control. The sending rules are best explained as a set of override rule
definitions. It can be viewed as a 4 level system which overrides particular rule settings dependent upon the
document set, the company or a combination of both.
LEVELS:
5. The Default Rule
o Allows you to specify a basic rule that can be used by any Zetadocs enabled report.
6. Per Document Set
o Allows you to specify more specific settings for Zetadocs enabled documents by type.
7. Per Company
o All Zetadocs enabled documents being sent to a particular company can have the
following rule settings overridden (This includes documents which are being sent using
either the Level 1 or a Level 2 rule settings):
i. The contact information to which the document will be sent
ii. The method of delivery by which the document will be sent (Email, Fax, Hard-
Copy)
8. Per Company, per Document Set
o All Zetadocs enabled documents being sent to a particular company and that are part of a
particular document set can have the following rule settings overridden (this includes
documents which are being sent using either the Level 1 or a Level 2 rule settings and has
had some settings already overridden by a Level 3 rule settings)
i. The Zetadocs Template that will be applied to the document
ii. The contact information to which the document will be sent
iii. The method of delivery by which the document will be sent (Email, Fax, Hard-
Copy)
The default Zetadocs for NAV Delivery Rules
By examining this table you should be able to identify the areas where the standard document delivery
settings differ from your needs. The steps below will explain how to adjust these settings.
Report Name
Doc Set
No.
Doc Set Name
Template
ID.
Template Name
Delivery
Method
1
Delivery
Method
2
Delivery
Method
3
Default
0
Default
ZT00000
Blank
Email
Purchase Quote
ZD0001
Purchase -
Quotes
ZT00001
ZD-Purchase
Quote Template
Email
Purchase Order
ZD0002
Purchase -
Orders
ZT00002
ZD-Purchase
Order Template
Email
Purchase Return
Order
ZD0003
Purchase -
Return Orders
ZT00003
ZD-Purchase
Return Order
Template
Email
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
ZD0011
Remittance
ZT00011
ZD-Remittance
Email