Hi, we are about to deploy the HRMS version of the NAV5 to one of our client but this is what they to be added: they want us to create some data verification functionality, if the Data entry clerk enters data before it is dump to their respective tables it should be verified by the HR manager. How best can we achieve this?
Thank you.
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Create fields like
Is Verified --> Boolean
Verified By --> Code 10
Verified Time --> DateTime
in the respective tables which you are giving access to the clerk, and in the forms hide these fields for clerk.
UnHide the same fields for Manager or you can also use different form.
Manager upon verification checks the field "Is Verified", track the Verified By(USERID) and Verified Time(CURRENTDATETIME).
Build the functionality to test the Validation and if possible you can print a report showing any errors or mandatory fields.
After verification can implement the data insertion in to actual tables.
Prompt the error message if the Verified field is unchecked by the HR manager.
Mail to HR Manager?
Then you can see lot of posts how to send mail from navision.
If you dont want mail to be sent, you can create a seperate table to store the record(Approval Entry table).
Have a look at Approval Process in Nav 5.0 or higher.