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 96
Figure 38 - Zetadocs Delivery Form “tbContName” textbox
 Then in the Zetadocs Report Settings set the BANK Company Type for the report that has BANK
recipients and set the respective Company No. Field No. and Contact No. Field No. references for
the report source table.
 If you have implemented a bespoke Customer table for use with Sales and Marketing then you may
need to update the Zetadocs Sales Document Queue Form (9009962) to use your bespoke
Customer record type references where necessary.
16.2 Contacts
Similar to Company it is possible that there may be a bespoke implementation of Contact information or
there may be a requirement to change the default contact address resolution logic of Zetadocs for NAV.
Validating
As has been explained the Zetadocs Report Settings the Contact No. Field No. determines whether the
contact reference can be extracted from a field in the record that is passed to the Zetadocs Send Results
Gen codeunit or whether this is implemented by the VAR and called from the codeunit. Once the reference
has been set in the Contact No. field in the Zetadocs Send Result table the OnValidate trigger is called.
Therefore to modify the contact addressing resolution or to change the code to use a bespoke contact table
you must follow these instructions:
 Modify the Contact No. – OnValidate trigger in the Zetadocs Send Result table (9009968) to get the
name and addressing information from your bespoke contact.