E-Mailing Invoices and Credit Memos with Job Queue

This solution uses PDFCreator to automatically email all invoices and credit memos to customers that have an email address entered.

The first step is to download PDFCreator and install on the machine running NAV Application Server.  Then you start PDFCreator – PDF Print Monitor.

Go to Printer and Options (Ctrl+O).  Under General Settings 2 you change the Check Update interval to Never.

This will make sure that an update question will not interrupt the Job Queue execution.  You need to add an Integer field “No. E-Mailed” to tables 112 Sales Invoice Header and 114 Sales Cr. Memo Header.  In here this field is number 10017243 as this field is a part of a solution sold as granule no. 10,017,060 by Advania.  You should be able to create this field in another number and change the following solution accordingly.

This solution uses the Name, E-Mail address, Ship-to Contact in Company Information and sends the email via SMTP.  You will need to name the correct email server in table 409 SMTP Mail Setup.

Here is a ZIP file with the NAV Object.

The last step is to create a Job Queue Entry for a recurring job that executes report 50001 Job Queue E-Mailer.  I choose to execute the task every 240 minutes from eight in the morning to eight in the evening.

Payroll for NAV 2009

I am currently busy designing and writing an upgraded payroll system for Dynamics NAV 2009.  The solution is based on an older version that has been on the market for over ten years.  The new design should be intuitive to use and be capable to handle all types of payroll calculation.

Import G/L Journal from Excel

Image being able to send your staff an Excel document and get it returned with data for your General Journal.  Data from outside sources are usually available in Excel.  By using this batch, you can import that data into NAV General Journal.

Clicking on the “Create Template” button will start Excel with a document template.

On each cell in the header line there is an comment that helps with the data format.

Here is a zip file with the source code needed.

Job Queue Execution

The Job Queue granule (3,810) in version 5.0 and later can be used to automate tasks by starting Nav Application Server with the parameter JOBQUEUE.  Everyting that Job Queue starts is started with a record in the table Job Queue Entry.  However, there are built in batches, like report 795, Adjust Cost – Item Entries, that Job Queue can start with some help.  Here is a Report that I use to start built in batches from Job Queue.

Here is a zip file with the code needed.

Skyrr Conference

Skyrr Conference was held at the Hilton Hotel in Reykjavik last Friday.  I was a speaker and my topic was a small Dynamics NAV solution that I wrote to create views in SQL for tables in order to simplify access to the database.  The views include field names in native language and both Boolean and Option fields are displayed as text fields with the current option caption as the value.  More on that solution later along with my slides from the lecture.