Installation guide

Zetadocs for NAV Installation Guide

This edition 5

December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights

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Page 94

16. Bespoke Contacts and Company Types

Due to the nature of NAV system installations and the hugely customizable potential it is acceptable that

some systems may or may not use the company tables 18 Customer and 23 Vendor. Similarly some systems

may not use the Contact Management Module or the native NAV 5050 Contact table. These entities may

have bespoke tables, this section details how Zetadocs for NAV can be integrated into such systems. This

section focuses on the abstract relationship between the “Zetadocs Company Types” table and the tables

that represent these types. We will also see how Zetadocs for NAV can be extended to integrate with other

existing native company types.

16.1 Company Types

Zetadocs for NAV integrates with two native company types in its initial configuration, Customer and

Vendor. However, the code which directly accesses these tables is kept in 2 locations that are public to a

NAV VAR. As an example of how one could implement a new bespoke company type or in fact edit one of

the existing company types CUST and VEND the following example is presented.

NOTE: the Zetadocs Sales Document Queue form (9009962) operates for the Sales process only and uses

direct references to the Customer and Contact names field in the Sales Header table. If you have modified

the Sales Header table (36) to work with your bespoke Customer and/or Contact implementations then you

may need to alter the references to Sell-to Customer… and Sell-to Contact... field references.

BANK Example

Consider the business relation BANK. To integrate Zetadocs for NAV with reports that are sent to BANK

contacts you would follow these instructions.

 Create a Zetadocs Company Type BANK.

Figure 36 - Zetadocs Company Types

 Implement the BANK IF case to get the bank name and addressing information from your bank

table in the Zetadocs Send Result table (9009968) similar to the CUST case.