Document Management in
Microsoft Dynamics NAV
Overview:-
Document
management is a way to Capture and store any type of files in MS Dynamics Nav. It
supports for both incoming and outgoing means we can store the document we can
export the document anywhere from NAV.
Advantages of Document management:-
·
We
can import various types (Image/doc) of document in NAV.
·
Can
view the document within NAV even delete if from your folder can view from Nav.
·
Can
take print of document with in NAV.
·
Can
send the Document.
·
We
can export the document from NAV.
·
We
can edit (Word / Excel) type of documents from NAV.
What we need
1.
We
need 11 customized objects which are shown in below image:-
2. Below are the fields required in
Document setup:-
3. Code unit for document management is
specified Below :-
How it works:-
1. We can add this document management
in any page where we need the document should be attached for example:-
I am showing here an
action of document in Customer page for this we need to write below code in
action of customer page :-
2. Now Open the client And go as per
below path and have to setup a path to store the documents:-
3. Now open the customer page and click
on the document
4.
5.
6.
7.
