Thursday, February 18, 2021

NAV/BC - How to email statements to multiple customers with different emails

  • Complete SMTP setup
  • On customer card>General>Document Sending Profile
    • Setup and select a profile configured to email
      • Email = Yes (Prompt for settings)
      • Attachment = PDF
      • File = PDF 
  • Navigate>Customer>Document Layouts MUST be configured with specific emails per document, per customer
    • Note, the email address of the customer and contact ARE NOT USED
  • Default statement report is R1316
    • C8800 Custom Layout Reporting
  • Click on Report>Statement
    • Enter starting and ending date
    • Report Output = Email
    • Tick print although email is missing
  • A zip file is generated with all statements if it cannot email

Error "You cannot send the email, would you like to download the attachment"
  • Ensure you use R1316
  • Run the "Setup Email" wizard, then NEVER TOUCH the SMTP Setup screen again

NAV / BC AL Extension fields missing after publish

 Add Applicationarea = All to all fields

Tuesday, February 16, 2021

NAV AL - Flowfield example

 tableextension 50017 "Item Journal Line Ext" extends "Item Journal Line"

{
    fields
    {
        field(50000; StdCost; Decimal)
        {
            FieldClass = FlowField;
            CalcFormula = Lookup(Item."Standard Cost" WHERE ("No."=FIELD("Item No.")));
           
        }
    }
}

Monday, February 15, 2021

Peachtree - How to connect to ODBC

  • Create External user and password 
    • Login as admin
    • User>Setup user security
    • Data Access/Crystal Reports
    • Access from outside Sage 50
      • With the following login info
      • Set a password
      • Username is always Peachtree
  • Create odbc - use external user and password


BC/NAV - Assembly - How to pick specific lots for assemblies

  Turn off Create Movements Automatically field in the Assembly Setup to require manual movements for assembly picks.

Monday, February 1, 2021

SSIS - Create Dynamic Data Connections for NAV/BC

https://www.sqlservercentral.com/articles/creating-a-robust-ssis-development-environment-using-the-ssis-catalog

  • Right click data connection>Parameterize
  • On the top, select "ConnectionString"
    • The value field will show the entire connection string
    • Put the entire thing into a parameter
    • Switch the ConnectionString property to use a parameter
  • Now you can update your parameter value with the exact connection string you want the connection to use.
  • On each data connection, you can also go to Properties>Expressions
    • Here you can use a variable as a connectionstring