How to Automate process in Navision

Keluda
Keluda Member Posts: 1
edited 2019-07-11 in NAV Three Tier
we have about 200 invoices (standard excel templets) which need to be updated in Navision (version 5, Microsoft dynamics NAV). navision is in citrix environment https://diceus.com/bespoke-software-services/ and quick macros are installed in a desktop environment how do i automate using Quick macros.

1. if a record is not found how can trigger it to go to the next record.

2.how do the loop through to pick up all the invoices in the folder and execute.

thanks for any suggestions

Answers

  • Arhontis
    Arhontis Member Posts: 667
    Hello and welcome to our community.

    I can't see a need to use external tools to automate a (any) process in NAV.

    There are multiple ways to perform a mass import of documents and use business logic during that import.

    A method to approach that, would be:

    1) Create a report, on the request report options I would place the folder that it would read the files.
    2) On PreReport Trigger I would find how many files exists on the folder and loop all of them.
    3) Inside the loop, read each file and try to find if the according invoice exist and "update it" if it does, skip the file if it doesn't.

    For a detailed implementation you could discuss it with a dev in your company (if exists) or NSC.


    Regards,
    Arhontis

    https://forum.mibuso.com/search
  • gloriamartin
    gloriamartin Member Posts: 3
    In-process Automation objects and OCX controls always run under the same user account as the Microsoft Dynamics NAV Windows client. This is because in-process Automation objects are hosted by the current running process and inherit the security properties of the active user.
  • kriki
    kriki Member, Moderator Posts: 9,121
    [Topic moved from 'Navision Financials' forum to 'NAV/Navision Classic Client' forum]

    Regards,Alain Krikilion
    No PM,please use the forum. || May the <SOLVED>-attribute be in your title!

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