Adding Annoucement to Customer Statement

chelseachelsea Member Posts: 3
edited 2011-03-14 in Navision Financials
This is probably basic - but I'm lost... we want to add an announcement to our customer statements that we send out monthly. I know this is possible, but i have no idea how to make it happen. We want to be able to change the announcement monthly.
We use Navision, version 4.0.
Thank you so much for your help!

Comments

  • SavatageSavatage Member Posts: 7,142
    Create a Text global size 250 called Announcement.
    Add a textbox in the report footer with sourceexp = Annoucement.
    Add a textbox in the Request Form with sourceexp = announcement.

    Now at this point when you run statments you can enter in the requestform your announcement.
    It will appear at the bottom of the statement.

    Then you can play with the font sizes, multiline property, bold, etc. to make it look as you like.
    This works if you are going to change the announcement to whatever you want each month.

    If each month for each year will be the same ei/ Jan's message will be the same every year. then you can enter your messages into the textconstants and have it change based on the month run.

    Good luck!
  • chelseachelsea Member Posts: 3
    Thank you so much for your response! I don't want to sound completly ignorant..but the person that handled all of this for us, is no longer with our company, and I was hoping you could possibly break down your steps a little more.. I'm not sure where to go to "create a text global size.."
    Thanks for any help you can provide.
  • SavatageSavatage Member Posts: 7,142
    Sounds like you're in desperate need for the ADG.

    It can be downloaded from here:
    http://www.microsoft.com/downloads/en/d ... laylang=en

    w1w1adg.pdf

    This guide will help you with reports. I like to keep a printout in a binder myself.

    Your first step will be to go to the report and create a copy which you will work on.
    Leaving the original alone. You can do this by going to the report but instead of hitting print you will go to tools->designer.
    Then File->Save As
    Give it a new number - this will have to be in the 50000+ range.

    Ex/ 50099 - New Statment Report Test.
    Once that is done - close everything just to be safe then goto the object designer find your new report.
    50099 & hit design. From there you can
    View-Globals, Sections, Request Form.

    You really need to review the reports section of the ADG first to see how far you can go on your own.
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