Automatic Order Form?

asi
Member Posts: 7
Hi,
I'm trying to find out if there is a way to make an excel or other type of order form that would automatically work with navision through email?
Example: Customer fills out order form, emails it, customer service agent then enters automatic order. I'm bacically trying to keep from entering each individual item.
Thanks...
I'm trying to find out if there is a way to make an excel or other type of order form that would automatically work with navision through email?
Example: Customer fills out order form, emails it, customer service agent then enters automatic order. I'm bacically trying to keep from entering each individual item.
Thanks...
0
Comments
-
have you thought about saving the excel file as a CSV. & create a dataport to import the info?0
-
I'm not familiar with creating a dataport...Where would I research how to do that?0
-
0
-
Are there any additional modules that we would need in order to make this work?0
-
0
-
Ok, I'm not shure what to do next, I am not a programmer, nor do I have access to the internals of Navision, is this a plug and play type of program? I basically want to make an order form or take our existing order form and have it so it transfers the information, item, quantity, etc into Navision. If this is the case for this download, whats the next step? Sorry for not mentioning this earlier. #-o If not is there an outside program that does this, that does not require a programmer or internal access? Thanks for your help!!0
-
Then the download might be difficult for you to install
check you license to see if you have:
7,110:Report & Dataport Designer
Read the Chapter
then you can make a test EXPORT dataport just to get the feel of what's it's doing. (Export won't cause you any problems)
Use Dataitem: ITEM for example
then View->Dataport Fields
add some fields, save (probably between 50000..50100) & run
If this is more than you wanted to have to do, then I would contact your NSC and they could put a dataport together for you fairly quickly and take the worries away.0
Categories
- All Categories
- 73 General
- 73 Announcements
- 66.6K Microsoft Dynamics NAV
- 18.7K NAV Three Tier
- 38.4K NAV/Navision Classic Client
- 3.6K Navision Attain
- 2.4K Navision Financials
- 116 Navision DOS
- 851 Navision e-Commerce
- 1K NAV Tips & Tricks
- 772 NAV Dutch speaking only
- 617 NAV Courses, Exams & Certification
- 2K Microsoft Dynamics-Other
- 1.5K Dynamics AX
- 320 Dynamics CRM
- 111 Dynamics GP
- 10 Dynamics SL
- 1.5K Other
- 990 SQL General
- 383 SQL Performance
- 34 SQL Tips & Tricks
- 35 Design Patterns (General & Best Practices)
- 1 Architectural Patterns
- 10 Design Patterns
- 5 Implementation Patterns
- 53 3rd Party Products, Services & Events
- 1.6K General
- 1.1K General Chat
- 1.6K Website
- 83 Testing
- 1.2K Download section
- 23 How Tos section
- 252 Feedback
- 12 NAV TechDays 2013 Sessions
- 13 NAV TechDays 2012 Sessions