Getting started with ForNAV Customizable Report Pack Setting up

Getting started with ForNAV Customizable Report Pack

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Setting up the ForNAV Report Pack

This document outlines how to set up the ForNAV Report Pack and the options you can select and modify.

It describes:

• The ForNAV Setup wizard

• The ForNAV Setup page

• The ForNAV Label Setup page

• The ForNAV Check Setup page (North America only)

• The ForNAV Reports page

• The ForNAV Report Selection page

• The ForNAV Replace With Report page

• The ForNAV Report Selection Shortcuts page

The ForNAV Setup wizard

To set up the ForNAV Report Pack, go to the Assisted Setup and run the ForNAV setup wizard.

If you do not run the ForNAV setup wizard, you are notified the first time you try to print a report:

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If you click Yes, the following default settings apply:

- VAT Report Type field: Multiple Lines

- All other options are left blank

If you click No, you are taken through the ForNAV Setup wizard, where you can select the relevant options

(please see the following sections for an explanation of these options).

Let’s go. Click Next.

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The Payment Note is placed to the left of the total amount on the document.

Legal Conditions are placed at the very bottom of the document.

Later, in the ForNAV Setup page, you have the option to add legal conditions in multiple languages.

The ForNAV Setup wizard automatically detects the North American localization, based on the existence of

table 10000, and it suggests the Sales Tax documents. For all other localizations, the Sales VAT documents

are automatically selected.

For more details on VAT setup, please see the following section in this document.

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Next, you can choose watermarks and a logo.

If you do not import a company logo, the ForNAV Setup wizard copies your logo from the Company

Information (if any) to the ForNAV Setup page.

Select the Replace Report Selections field to replace the report selection for all reports that are covered by

Report Selection tables (such as sales, purchase, service, warehouse, and reminder documents) in

Microsoft Dynamics 365 Business Central. This means that the ForNAV reports are printed when you click

Print, under Order Confirmation, Invoice, and so on.

To select individual reports only (cherry picking), clear the Replace Report Selections field – and read more

under the ForNAV Report Selection page section in this document.

You can also let the wizard create the webservice that is needed to design reports in ForNAV.

That’s it – click Finish and you’re done.

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The ForNAV Setup page

You can manually modify your settings in the ForNAV Setup page.

To find the ForNAV Setup page, press ALT+Q and type ForNAV Setup.

Text section

The Payment Note is placed to the left of the total amount on the document.

Legal Conditions are placed at the very bottom of the document.

These fields are optional and can be left blank.

Logo section

In this section, you can select your Logo, Document Watermark, and List Report Watermark.

The logo that is printed on the reports is the one that you import here (and not the logo that you have

under Company Information, unless you have run the ForNAV Setup wizard, which copies your Company

Information logo). The reason for having a separate logo in the ForNAV Setup page is that ForNAV supports

a PDF file as your logo, as well as most picture formats (such as jpg, gif, and bmp).

NOTE

To support better scaling and a higher resolution in your logo, we recommend using PDF.

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To see the standard ForNAV watermark templates, on the Process tab, click Download Watermarks. You

can also build and add your own watermarks. Simply design the watermark in, for instance, Microsoft Word

and save it as a PDF.

NOTE

Smaller file sizes of watermarks perform better when printing large reports

General section

To specify that ForNAV should use the language translation to languages other than your local language,

select the Inherit Language Code field.

For example, select this option if you are running Microsoft Dynamics 365 Business Central in the UK and

you want your invoices to your German customers to have German captions. To fully benefit from this

feature, you must select all the relevant languages in Dynamics 365 Business Central. And do not forget to

set the right language code for your customers.

To specify that your logo is preprinted on your paper, select the Use Preprinted Paper option.

Tax Setup section

In the VAT Report Type field, select the kind of VAT amount specification that you want. The default option

is Multiple Lines, which means the VAT specification is only printed when a sales invoice has two or more

percentages of VAT. Alternatively, click Never to never print the specification, or Always, to always print

the specification.

If you are running the North American version of Dynamics 365 Business Central using Sales Tax, this option

is not relevant.

License information

To expand the FactBox pane, click the Expand the FactBox pane icon in the upper-right corner. In the

expanded FactBox pane, you can see the tenant and license information that you need when you want to

order a ForNAV license:

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On the tabs in the ForNAV Setup page, you have the following additional options:

Process tab

• Order License via Email – here you can send the tenant and license information to your Dynamics

partner or to ForNAV.

• Design General Template (Portrait) – design your general template in portrait format.

• Design Sales Template – design your sales template.

• Design Reminder Template – design your reminder template.

• Download Watermark – select any of the standard ForNAV watermarks on

www.fornav.com/report-watermarks

• Design General Template (Landscape) – design your general template in landscape format.

• Design Purchase Template – design your purchase template.

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• Design Service Template – design your service template.

When you want to design your reports, you must download and install the ForNAV Designer from our

website: www.fornav.com/download. This requires you to run a Windows PC.

Report tab

• Translations – select the languages that you want to translate your legal conditions into.

Actions tab

• Order License via Email – here you can send the tenant and license information to your Dynamics

partner or to ForNAV.

• Watermark – you can download watermarks from our website.

• Delete – delete the link to the Document Watermark, List Watermarks (Portrait or Landscape), or

Logo that you are using on your reports. Use this option if you want to switch to another

watermark or logo, or if you no longer want watermarks or a logo on your reports.

• ForNAV, Replace Report Selection – you can replace the report selection for all reports that are

covered by Report Selection tables (such as sales, purchase, service, warehouse, and reminder

documents) in Microsoft Dynamics 365 Business Central. For example, when you click Print on an

order confirmation, Dynamics 365 Business Central prints the ForNAV Order Confirmation and not

the standard confirmation.

If you want to select individual reports only (cherry picking), clear the Replace Report Selections

field – and read more in the ForNAV Report Selection page section in this document.

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NOTE

If you select the Replace Report Selections field, this does not replace the reports that are not

covered by Report Selection tables in Dynamics 365 Business Central. You can use the ForNAV

Replace With Report page to change other reports (press ALT+Q and type ForNAV Replace…).

You can find a full list of the ForNAV reports in the ForNAV Reports page (see the ForNav

Reports page section in this document for more details).

• ForNAV, Create ForNAV Webservice - select this option to expose the Fields webservice (7702).

You can also select this in the wizard. This is required if you want to modify or build reports using

the ForNAV Designer.

• Template – here you can design your templates. This requires that you have installed the ForNAV

Designer on your local Windows PC.

Navigate tab

• Translations – another way to get access to and select the languages that you want to translate

your legal conditions into.

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The ForNAV Label Setup page

You can set up printing labels on the ForNAV Label Setup page.

To find the ForNAV Label Setup page, press ALT+Q and type ForNAV Label Setup.

Orientation

Here you select whether you want your labels printed in landscape or portrait.

Disable Warnings

As a default, ForNAV warns you before printing out a large number of labels. To disable this warning, select

the Disable Warnings field.

Enable Preview

To see the request page and have the option to preview when you print a Sales Shipment or Manufacturing

label, select the Enable Preview field.

By default, this option is cleared to optimize direct printing (so no preview is possible) because most shop

floor or warehouse users want the label to just print.

Tabs

You can use the Design Label Template tabs to design your label templates in portrait or landscape mode.

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The ForNAV Check Setup page (North America only)

You can set up printing checks on the ForNAV Check Setup page.

To find the ForNAV Check Setup page, press ALT+Q and type ForNAV Check Setup.

General section

MICR Encoding - select what information you want in the MICR line. If you have pre-printed checks with

MICR, select None.

No. of Lines (Stub) - this value is normally 9, but you can change it if necessary.

Layout - define the format of your checks:

Visuals

In this section, you can select a watermark to go on your checks, as well as one or two signature files.

NOTE

There is no built-in logic to support when one or two signature files are used. If both fields are filled in,

both signatures are printed. If you want a certain threshold to print the second signature, you need

your Dynamics partner to customize this.

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On the tabs in the ForNAV Check Setup page, you have the following additional options:

Download Watermarks – select any of the standard ForNAV watermarks on www.fornav.com/report-

watermarks

Design – here you can modify the design of the standard check report to fit your specific needs and your

bank’s requirements.

Actions tab

• Watermark – you can download watermarks from our website. You can also build and add your

own watermarks. Simply design the watermark in, for instance, Microsoft Word, and save it as a

PDF.

NOTE

Smaller file sizes of watermarks perform better when printing large reports.

• Delete Visuals – select to delete the link to the Watermark, Signature, or 2nd Signature that you

are using on your check report. Use this option if you want to switch to another watermark or

signatures, or if you no longer want watermarks or a signature on your check report.

• Template – here you can modify the design of the standard check report to fit your specific needs

and your bank’s requirements.

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The ForNAV Reports page

You can find all the ForNAV reports on the ForNAV Reports page, both the ones we deliver and the ones

you create yourself. You can run all the reports from here. This is also where you can add additional

reports that you have created yourself. This is simply done by starting the name of the report with ForNAV.

To find the ForNAV Reports page, press ALT+Q and type ForNAV Reports or go to the Reports ForNAV,

Standard Reports page.

The full list of ForNAV Standard Reports is available here.

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The ForNAV Report Selection page

You can replace the report selection for all reports that are covered by Report Selection tables (such as

sales, purchase, service, warehouse, and reminder documents) in Microsoft Dynamics 365 Business Central,

if you select the Replace Report Selections option in the ForNAV Setup page (see the previous section in

this document).

If you want to select individual reports only (cherry picking), you can do so in the ForNAV Report Selection

page.

To find the ForNAV Report Selection page, press ALT+Q and type ForNAV Report Selection.

Actions tab

Replace Report Selections – click to replace the report selection for all reports that are covered by Report

Selection tables (such as sales, purchase, service, warehouse, and reminder documents) in Microsoft

Dynamics 365 Business Central. This option is also available on the Report tab on this page, and in the

ForNAV Setup page.

Restore original – click to select the report you used just before you installed the ForNAV Customizable

Report Pack from Microsoft AppSource for the current line. This option is also available on the Process tab.

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Use ForNAV – click to select the ForNAV standard report for the current line. This option is also available on

the Process tab.

Restore All - click to select the reports you used just before you installed the ForNAV Customizable Report

Pack from Microsoft AppSource for all lines. This option is also available on the Process tab.

Reset to Microsoft Default – click to reset all reports to the original Microsoft standard reports.

In the unlikely event that you want to delete the ForNAV Customizable Report Pack entirely, you can click

Restore All or Reset to Microsoft Default before deleting the ForNAV App. If you do not do this, you must

update these tables manually.

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The ForNAV Replace With Reports page

On the ForNAV Replace With Reports page, you can select reports to print that are not covered by any of

the Report Selection tables in Dynamics 365 Business Central.

To find the ForNAV Replace With Reports page, press ALT+Q and type ForNAV Replace…

Use ForNAV – click to automatically add the lines as shown above. For some localized version of Dynamics

365 Business Central (such as the North American version), the Report ID numbers are different. In this

case, you must update the list manually using the New, Edit List, and Delete functions.

Test Print – click to print the report on the current line.

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The ForNAV Report Selection Shortcuts page

The ForNAV Report Selection Shortcuts page is simply an easy overview and quick access to all the

standard Report Selection tables in Dynamics 365 Business Central.

To find the ForNAV Reports Selection Shortcuts page, press ALT+Q and type ForNAV Reports Selection…