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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 fax. 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 "Fax 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. Then, when
the Print button is clicked, a window is opened for the user to
specify recipient information and a cover page message. Note that users can
define standard cover page 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 faxed, a new message window is opened with the supplier's
fax number automatically populated. The user just needs to click
OK:
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