Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 61
 Zetadocs Capture Customize codeunit
o This codeunit has functions called by the Zetadocs Core codeunits to allow the
developer to implement custom queues and bespoke business logic.
11.2 Process Flow
The processing flow follows the standard Zetadocs for NAV SDK pattern.
External Components
Zetadocs
Capture
Integration
Zetadocs
Capture
Customization
Codeunit
Zetadocs Capture codeunits
Table
Zetadocs Settings
Tables
1
.
2.
3.
4.
Function Call
Records
(Filtered Table)
Integration
Functions
Integration,
Metadata and
Customization
Functions
Notation
Private Public
CAPTURE
CORE
PROCESSING
NAS codeunit
Document
Queue U
Interfaces
NAV
1
.
Figure 21 - Zetadocs Capture Plus Process Flow
11.3 Capture Plus Example Scenario
It is easier to understand how these features all come together by looking at a brief example of how they
can be used to improve document handling.
Scenario: A company sends out Shipment notes printed from NAV with their deliveries, these are signed by
the customer and returned before being processed and filed.
Solution: By using Capture Plus you can automate and streamline this process significantly, firstly on
printing the Shipment note from NAV, Zetadocs can add a Barcode to the document. It is then signed as
usual by the customer but on return it is simply scanned. Zetadocs can then recognise the barcode and
automatically adds a Pdf copy of the document to your archive and associates it with the original order that
the Shipment note was based upon. This is done using a custom Shipment Document Queue. It gives the
user processing these documents a single location from where they can view the signed Shipment Note and
create and send the corresponding invoice. This provides the organisation with an archive that is populated
with related records e.g. a Quote, Order, Shipment Note, Returned Signed Shipment Note, Invoice which
enables them to view the whole transaction workflow from SharePoint. We will demonstrate how to setup
this Shipment example in the coming pages.
The sample code to achieve this is shipped as part of the Zetadocs-Capture Customize codeunit (9009964).
11.4 Overview of the Zetadocs Capture Plus Install
Zetadocs Capture Plus is based around the integration of the Zetadocs Server with NAV and your other
Zetadocs components to provide a range of enhanced functionality.