ArcherPoint Dynamics NAV Business Central Developer Digest - vol 344 Suzanne Scanlan Fri, 05/14/2021 - 07:48

ArcherPoint Dynamics NAV / Business Central Developer Digest - Vol 344

In this week’s Developer Digest, we tackle including PDFs in documents, and issues with modifying service orders.

The Dynamics NAV and Business Central community, including the ArcherPoint technical staff, is made up of developers, project managers, and consultants who are constantly communicating, with the common goal of  sharing helpful information with one another to help customers be more successful.

As they run into issues and questions, find the answers, and make new discoveries, they post them on blogs, forums, social media...so everyone can benefit. We in Marketing watch these interactions and never cease to be amazed by the creativity, dedication, and brainpower we’re so fortunate to have in this community—so we thought, wouldn’t it be great to share this great information with everyone who might not have the time to check out the multitude of resources out there? So, the ArcherPoint Microsoft Dynamics NAV Developer Digest was born. Each week, we present a collection of thoughts and findings from NAV/BC experts and devotees around the world. We hope these insights will benefit you, too.

How Do You Include a PDF Attachment with a Sales Invoice?

Andrew W inquires: “I talked to a customer on NAV2016 today. They post and email their sales invoices, and they want to include a second PDF with their invoices noting some changes to their product. His first idea was to somehow modify the invoice report to include a last page with this attachment himself but found that adding this to the RDLC was not simple :) They do see the Send Email dialog with the invoice attached during the invoice posting process, and then the email does open in Outlook. He could have salespeople manually attach the PDF, but that is not reliable enough for him as they want all invoices to receive the second PDF. I know I did a mod a long time ago to deal with multiple attachments on emails, but I am not sure if that is the best approach. I thought I would first ask if anyone here has done something that I might be able to reuse/borrow for this modification. Thanks in advance!”

Matt T suggests: “Search around for "Terms and Conditions"...not that different. There are a bunch of different approaches to essentially having a second document: merging PDFs, multiple attachments, embedding images/text in the report, etc.”

Challenges with Modifying Service Orders in Dynamics NAV / Business Central

Ian B asks: “Does anyone have any experience modifying service orders? We have a customer that is asking that we either modify the Item Journal to allow posting of Service Items or create custom screen to allow Service Items (and service lines) to be posted basically without a Service Header. The reason they want this is they perform maintenance on their own equipment, hence the reason for not creating a service order for the work. My experience with service orders is almost zero, so anything you could offer would be helpful. This is for NAV 2015. Additionally, they don't want to purchase any add-ons, either, so that isn't option unfortunately...thanks!”

Tom H responds: “I haven't messed with service orders for a while, but I'd do this by faking them out: I'd make a service order header that didn't show up in the regular service order list and that didn't get deleted when it was posted. They'd always use that invisible service header record for their own equipment, and that way, NAV would have what it wanted.”

Kyle adds: “Maybe talk to the RPM guys. I think they use service orders for maintenance.”

Tom M chimes in: “We built our own Work Orders to replace Service; however, I am familiar with Service if you want to chat, Ian.”

Ian says: “I will ping you, Tom. Thank you, everyone, for your replies!!”

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