Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 71
o Use of the barcode to identify and process the document requires customization work by
the VAR using the Zetadocs for NAV Capture SDK, as described below.
Note: This method works for most reports; however, due to the customizable nature of reports it may not fit
all reports exactly. Therefore, the location of where to insert the code below may need to vary but the code
will remain the same.
Installation Overview
In this section we write the code to enable document auto linking and archiving. You will need to modify the
printed report to include a barcode and there are also a number of functions that Zetadocs calls from the
Zetadocs-Capture Customize codeunit that you need to implement. The steps to follow are:
 Installing the barcode font
 Modify a report to add a barcode
 Write code in the GetLinkDisplayString function
 Write code in the GetAutoLink function
 Test document auto linking
The following sections provide more detail on each step.
12.1 Installing the barcode font
Barcodes can be added to reports by simply using a suitable font. The chosen barcode font must be
installed on each client PC that will be used to print the report. There are many different types of barcode
font available, but we have found that Code 39 barcodes work well with Zetadocs. You can download and
install a free Code 39 barcode font from http://www.barcodesinc.com/free-barcode-font/. Choose either
the standard or extended font and follow the included instructions to install the font on each client PC.
Barcode fonts often have limited character support e.g. A-Z and 0-9. So please ensure that the characters
you wish to use are supported by the font.
12.2 Modify an NAV report to add a barcode
Before you modify your report, you need to decide what unique piece of information you will use for the
barcode, so that the printed report can subsequently be identified in the capture stage. This will usually be
the record number of the NAV record. For example for the Shipment Note report you could use the
Shipment record number from the Posted Sales Shipment Record.
Follow these instructions to modify a report to add a barcode:
 Open the NAV Development Environment/classic client and open the Object Designer (Shift+F12).
 Locate the report you wish to modify in the Object Designer and select Design.
 In the Report Designer select ViewSections.
 Open the toolbox ViewToolbox.
 Select the text box tool and create one in a suitable location for the barcode - we suggest the main
header section.
 Right-click on the text box and select properties.
 Set the text box FontName to the barcode font name
e.g. FontName = Free 3 of 9 Extended
 Edit the FontSize to a suitable value, we recommend a minimum size of 32.
 Set the text box SourceExpr property to the value to be used for the barcode
e.g. SourceExpr = STRSUBSTNO('*SHIP%1*',"Sales Shipment Header"."No.")
 Ensure that the barcode starts with and ends with “*”, otherwise the barcode will not be
recognized by the scanner.
 We also suggest that you add another text box below the barcode to display the value in a
standard font so that it is also human readable.
 Save the changes to the report.
 Test that the report prints OK and that the barcode is clearly legible.
If you are using the Role Tailored Client, then make the equivalent changes in the report editor for the RTC
report.