Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
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Page 48
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.
Figure 14 - Level 2 Zetadocs System Rule Card
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.
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.
 Select the Administration option in the Navigation pane and then Application Setup.
 Open the Zetadocs Setup Advanced Settings section and select the Zetadocs Customer Rule
Card.
 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.