How to submit supporting documents with Purchase Order?

sajidhanifkhan
sajidhanifkhan Member Posts: 182
edited 2008-10-21 in NAV/Navision Classic Client
Dear All,

Is there any option in Navision 5.0 to insert the supporting documents as pdf, word documents or excel sheets with PO? or sales order?

regards,
Sajid

Comments

  • krzychub83
    krzychub83 Member Posts: 120
    No, there is no such functionality in NAV (I gues so). You can make it in 2 ways:
    1.
    A.) Blobs at tables 36,110,112,114,6660/38,120,122,124,6650...
    "Doc 1" BLOB
    "Doc 2" BLOB
    B.) At CU 80/90 put code to CALCFIELDS before (for example):
    TempPurchLine.CALCFIELDS ("Doc 1", "Doc 2");
    PurchInvLine.TRANSFERFIELDS(TempPurchLine);
    at section:
    // Insert invoice line or credit memo line

    2.
    A.) New table and list form for docs (for example Multimedia, Primary Key Like this: Table ID (36), Code 1 (No.), Code 2 (Document Type)).
    a. Multimedia Rec is holding Blob.
    b. In Company Information You hold path to server doc folder, which is open in local network. At Multimedia rec You hold only path to file. When You add new file You are making a copy of it at server.
    B.) New tab "Attachment" at all needed places with subform at multimedia list.
    C.) Add code at cu 80/90 to multiply Multimedia records depending at posting status (For. Example Ship & Invoice). If Invoice then delete Source Multimedia Record.

    Examples of solution
    1. - Is easy to make
    2. - Much more complicated, but better. You are not limited to 2 docs in one invoice.
    a. - This way Your database is growing very fast.
    b. - This way You have to think about folder security.

    The choice depend from Your's scope.
    Good Luck
  • kapamarou
    kapamarou Member Posts: 1,152
    If you don't need to have the contents inside the record the you can use link. Otherwise I would suggest to create a new table for BLOB contents and I would avoid creating BLOB fields inside the tables (36,112... etc.) for performance reasons.
  • David_Singleton
    David_Singleton Member Posts: 5,479
    sajidhanifkhan wrote:
    Dear All,

    Is there any option in Navision 5.0 to insert the supporting documents as pdf, word documents or excel sheets with PO? or sales order?

    regards,
    Sajid

    Yes, there is a great solution called Matriks Doc. its probably the best Add-On ever written for Navision.

    http://www.matriks.com
    David Singleton
  • jreynolds
    jreynolds Member Posts: 175
    Check out record links.

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