Send Purchase order page link to the Manager

kmkaot

I want send Purchase order link to my Manager for review and approve in Nav 2015 or 2016.

User is CEO, so I want automatic login when he/she open link in the email.

any suggestion please

Warm Regards
Kris

zohaibu95@hotmail.com

You can implement Document Approval functionality in Dynamics NAV.

You can read more about here:
https://msdn.microsoft.com/en-us/library/dd338778(v=nav.90).aspx

zaidtariq

Use Nav document approval process and configure SMTP mail for notifications.

kmkaot

SMTP takes minimum 1 day to notify the approval record. Here user wants immediate notification.

zohaibu95@hotmail.com

You don't need to use SMTP. Just setup Document Approval in NAV it will do which you want to implement
and if you don't want to do that, then you can customize it.
The algorithm will be like that.

1. When the purchase order has been created (inserted) on that even you get the newly created purchase order and send a notification email via SMTP.
2. If you want to include direct link you have to see how WebClient of Dynamics NAV and you need to form appropriate URL and embed it in the email body.

For the URL generation you can see this link: https://blogs.msdn.microsoft.com/nav/2013/11/04/creating-urls-to-microsoft-dynamics-nav-clients/

5. If your CEO user is configured in Dynamics NAV, when he will click on that link he will be able to see that purchase order and he can approve it.

But i will stay say, implement the Document Approval in Dynamics NAV. Its more efficient and designed for this task.

mohana_cse06

this link can help you
https://blogs.msdn.microsoft.com/nav/2013/11/04/creating-urls-to-microsoft-dynamics-nav-clients/

Kishorm

kmkaot wrote: »

SMTP takes minimum 1 day to notify the approval record. Here user wants immediate notification.

SMTP in general will send emails immediately. Approval notifications uses Notification Templates and Notification Schedule to format, schedule and send emails (via SMTP). You need to make sure that the "Recurrence" field is set to "Instantly" on the Notification Schedule. Have a look at this for more info...

https://msdn.microsoft.com/en-us/library/dn951588(v=nav.90).aspx

Also make sure that the Job Queue used to process the Notification Queue is set to run on a regular basis (every 5 minutes or whatever you need)

kmkaot

Thanks Kishorm

Since SMTP was not working from my server, I am using email code unit to send emails.

Warm regards
Kris

zohaibu95@hotmail.com

@kmkaot you need to tick on Secure connection.

mohana_cse06

Make sure that you are using gmail as SMTP server?

kmkaot

yes smtp.gmail.com

zohaibu95@hotmail.com

@kmkaot you have wrote a wrong SMTP server port. Google does not use port 25. Its port 587.

You can see my configuration i m able to get the email.




Also you might need to turn on the "Access for less secure apps"

Hope this helps.

mohana_cse06

http://www.myerrorsandmysolutions.com/how-to-configure-smtp-mail-setup-using-gmail/

use 587 port

Kishorm

kmkaot wrote: »

Thanks Kishorm

Since SMTP was not working from my server, I am using email code unit to send emails.

Warm regards
Kris

SMTP was probably not working on the server because the SMTP server setup was incorrect (e.g. "Secure Connection" / Port etc... as mentioned by others). Once you have the SMTP working it would probably be better to use standard Approvals (assuming your requirements haven't changed) otherwise you're really reinventing the wheel. If you are going to do your own approvals then things you may want to consider are...

1) Making sure the email is only sent once the Order has been fully entered (i.e. user has entered all header & line details)
2) Implementing methods to allow the approver (manager/CEO) to actually approve / decline the order
3) Blocking changes to the order once the approvel request/email has been sent.
4) Making sure the document cannot be posted without it being approved first
5) Having a log/audit of who approved the document and when
etc...

For the above reasons and more, I'd suggest you go back to standard approvals once you have your SMTP setup working.

kmkaot

Thank you all,
There was wrong entry in email id and password.
SMTP is working fine
Thanks and warm Regards
Kris