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Altus Send for Dynamics NAV
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The Altus Send add-on automates the process for communicating
reports and documents via e-mail (as PDF attachments). For generic
transmission of any report, a new menu group has been added to the
MenuSuite:
The user is able to activate the tool for ANY report listed in the
menu system. Prior to selecting the desired report, the user simply
goes to the Altus Send menu group and clicks the "E-mail Next
Report" link. A notification is displayed:
The user now navigates through the MenuSuite to find the link to the
report he/she wants to email, and opens it. Report filters
and options can be set at the request form as usual. The user clicks
Print followed by OK at the print dialog, and the report is generated
as a properly-named PDF. A new e-mail message then opens with the
file attached. Note that users can define standard body text to be
used for all reports, or customized text when specific reports are sent.
To facilitate workflow and external communication, additional
transmission options are integrated directly into document forms.
For example, the Purchase Order can easily be sent to the
respective supplier:
When e-mailed, a new message window is opened with the supplier's
e-mail address automatically populated. The user just needs to click
Send:
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