The Baseoverview

Please note that functions are also described for modules whose license you have not purchased. These should usually be recognizable by the context.

The Connector NAV Job List Overview

Important fields

Connector NAV Job List Overview

The Connector NAV job list overview displays the respective job orders with all required information in tabular form. The figure above shows a small part of the job list overview.

field describtion
Sequence no. Journal number, assigned by the system.
Job direction Direction of job entry (output/input)
Job mode Displays the operation type (eMail, Fax, SMS, PDF, Printout, CTI, Document).
Shipping via Displays the interface of the dispatch.
Server processing Indicates whether the job is a server job.
Repetition Indicates whether the job was repeate
Files Displays the number of documents that have been additionally added as attachments to the operation.
UserID Indicates which user the operation is from.
Subject E-mail subject.
Destination address Displays the destination address of the operation.
Important fields for identifying the status

Connector NAV job list overview continued

Whether a process was successful is usually indicated by a ‘+’ sign in the status value. The following list shows what other statuses can exist for a process.

field describtion
Acceptance date Documents the acceptance date for the job.
Acceptance times Documents the acceptance time for the job.
Processed at Documents when the server job was processed.
Status feedback Indicates whether there is a confirmation for the operation.
Date default Specifies the date when the server job should be processed.
Time defaul Specifies the time when the server job should be processed.
Status value + means: job done - means: job not done correctly
Processed The server job was processed properly.
Dialog OK The dialog has been confirmed
Job acceptance The job was accepted properly.
Unlock Indicates wether the job was unlocked

The following overview shows in tabular form what status combinations there are and what they mean.

Client
Status Dialog OK Job acceptance Describtion
+ Yes Yes Client job was sent successfully.
- Yes Yes Client job was not sent. Cause is in the feedback
Yes Yes Client job was successfully transferred to the communications software. The response from the communications software has not yet been read in. (Not for SMTP, Outlook and SMTP2FAX)
Yes No Client job was not terminated properly. The cause is often an error message in NAV.
No No Client job was canceled by the user because the dialog was not confirmed.
Server
Status Processed Dialog OK Job acception Unlock Canceled Describtion
+ Yes Yes Yes Yes No Server job was successfully processed and executed.
- Yes Yes Yes Yes No Server job was processed successfully but was not sent. Cause is written in the feedback.
Yes Yes No Yes No Server job was successfully processed but not yet executed.
Yes Yes No No No Server job was successfully processed but not unlocked.
Yes Yes No Yes No Server job was successfully processed but canceled.
Yes No No Yes No Server job was processed properly but interrupted by the user because the dialog was not confirmed.
No No No No No Server job was not terminated properly. Cause is often an error massage in NAV.
Module specific fields

E-POST

field describtion
E-POST Letter A check mark here indicates that the job is an E-POST job.
E-POST Letter New A check mark here indicates that the new E-POST API was used here.
E-POST API Letter ID Here is the ID which was assigned to the letter by Deutsche Post.
E-POST with cover sheet The check mark indicates that the letter was sent with a cover sheet.
E-POST Color selection Indicates the color of the letter. B&W = Black & White Color = Color
E-POST send electronically Determines whether an E-POST letter should first be sent electronically before regular dispatch.

XRechnung

field describtion
XRechnung A check mark here indicates that the job contains an
Route-ID The Route-ID of the recipient of the XRechnung.
XRechnung PDF as attachment Indicates how the bill PDF is attached to the case.
Actions

Connector NAV job list overview, actions

Action description
Show job file This action can be used to display the generated document.
Show body text file Via this action the used body text can be displayed.
Show files This action opens an overview with the additionally added attachments.
Show attachment file 1-4 This action allows you to view the attachment files (if existing).
Reactivation with dialog Reactivation without dialog Any number of marked operations can be executed again by means of reactivation with or without dialog. These receive a new job entry and are marked as repeated. This function cannot be used in combination with the Delete created documents function.
Open related document This action takes you to the corresponding card of the document. (e.g. offer card, bid sales invoice card).
Assign job With this action a job can be assigned to a document. (e.g. an offer, a bid, a sales invoice).
Show password By means of this action, if set, it is possible to display the password of the PDF for the respective operation. However, this is not possible for every user. (see User settings) Only visible for the pdfPaper module.
IncaMail Status Using this action, you can check the status of the IncaMail sent.
Edit entry Server jobs that have not yet been processed or canceled can be processed using this action.
Give clearance Server jobs that require a clearance (setting in the user report setup) can be cleared by means of this action. Multiple jobs can also be cleared by selecting them several times.
Cancel Server jobs that have not yet been processed can be canceled using this action.

The Connector NAV Files Overview

With the Connector NAV it is now possible to attach external documents to an e-mail in addition to the four attachments. For more details, see the separate documentation for the Email module.

Connector NAV files overview

On request, the Connector NAV files can also be added automatically.
Example scenario: A customer has additional PDF documents for certain items. When sending an offer, Connector NAV searches for the corresponding document for the offer lines via an external function and adds these to the e-mail as an attachment.

The Connector NAV Feedback Overview

The Connector NAV Feedback Overview

The Connector NAV feedback overview displays the feedback received for each of the job orders issued in tabular form, together with the status information.

Field description of the most important fields
Job Reference Indicates to which job entry the feedback belongs.
Feedback date/time Navision Job Number.
FUNKTION SENDACK = Feedback file.
USERINFO User.
SERVICE FX3 = Fax Job / SMTP = E-Mail Job.
SENDTIME IMMEDIATE = Immediate shipping or default shipping time jj-mm-tt-hh:mm.
STATUS + successful operation / - error during operation.
ERROR Status message as text.
SUBADDR The extension number is displayed for incoming faxes.
Read Currently this field has no function and is a remnant of an old requirement.
Filelist Path and document name. (Document)
Filelist 2 Path and document name. (Bodytext)
Filelist 3 Path and document name. (Attachment)
Filelist 4 Path and document name. (Attachment 2)
Filelist 5 Path and document name. (Attachment 3)
Filelist 6 Path and document name. (Attachemnt 4)
Document Document from filelist as BLOB in the database.
Document 2 Document from filelist 2 as BLOB in the database.
Document 3 Document from filelist 3 as BLOB in the database.
Document 4 Document from filelist 4 as BLOB in the database.
Document 5 Document from filelist 5 as BLOB in the database.
Document 6 Document from filelist 6 as BLOB in the database.

Numerous other fields are displayed or are available in the background. All fields from the confirmation files are read in and are thus available for further processing in Microsoft Dynamics NAV.
The most essential information is however the Statusinformation, i.e. whether the order could also be successfully executed. The confirmation card offers the possibility the documents from the data base and/or due to the FILELIST data to indicate. It is also possible to import/delete the documents afterwards. A further useful feature is the reactivation from the feedback map.
Advantage of the data base storage is that the data can be indicated always, an access to the path mentioned is not necessary in contrast to the variant without data base storage. In both cases there is quasi an archive of the documents from the job list.

The Connector NAV feedback card

Register General

Connector NAV feedback card, Register General

Register files

Connector NAV feedback card, Register files

Register feedback

Connector NAV feedback card, Register feedback

The confirmation card provides a detailed overview of each confirmation of an operation. For e-mail and fax interfaces with a confirmation (OfficeMaster, Twinfax, Faxmaker), the Confirmation tab reads and displays this file.

Actions in the feedback card
Show filelists

Connector NAV feedback card, actions

Using the filelist functions, you can display the job file (FILELIST), body text file (FILELIST 2) or attachments 1-4 (FILELIST 3-6) for each response.

Document

Connector NAV feedback card, actions

Using the document functions you can import, export or delete the above mentioned files.

The Connector NAV feedback instant overview

Connector NAV feedback card

This manual request makes it possible to confirm the previous feedbacks. The field Read can be set to “Yes” by setting a check mark (= click), only records with the value Read = No will be displayed.

This form can also be requested automatically at appropriate points to force a confirmation, this workflow is used to make it mandatory to verify correct dispatch.

The Connector NAV Statistics

Connector NAV Statistics

field describtion
CTI entries, on-off Visual view of CTI operations.
E-mail entries, outgoing Visual view of e-mail operations.
Fax entries, incoming Visual view of fax operations.
PDF entries, inbound Visual view of PDF operations.
SMS entries, on-off Visual view of SMS operations.
All entries, on-off Visual view of all operations.
Filter
Date filter When entered, only the entries of the specific day are displayed.
Time filter When entered, only the entries of the specific time are displayed. Possible also a time span, e.g. between 20.00 o’clock and 22.00 o’clock.
User filter When entered, only the entries of the respective user are displayed.
Document type If selected, only the entries of the respective document type are displayed.