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Drag and drop of Customer Purchase Orders to Navision Sales Orders

  • 1.  Drag and drop of Customer Purchase Orders to Navision Sales Orders

    GOLD CONTRIBUTOR
    Posted 7 days ago
    Is anyone using this feature?

    We are on release 2017 and Purchased the Level of Zeta Doc's licenses' that should permit us to utilize this function.


    I know that you have to define the initial page you want to link the attachment to and define the downstream documents you want
    want to also link.


    Does anyone have 5 or 6 years of saved images?

    Does that linkage drop off after offloading sales order archive history?

    How many years of Sales Order Archive history and Posted Sales Invoices do you typically keep accessible?

    Thank you

    ------------------------------
    Michael Heatherly
    controller
    Lesman Instrument Company
    BENSENVILLE IL
    ------------------------------


  • 2.  RE: Drag and drop of Customer Purchase Orders to Navision Sales Orders

    GOLD CONTRIBUTOR
    Posted 5 days ago

    Michael,

     

    We started using Zetadocs in 2015, been on NAV since 2010.  Our Zetadocs documents reside on SharePoint and remain on SharePoint even after the related NAV document may have been deleted.  Our SharePoint site is very large.  At some point we'll likely start removing sales quote / sales order related volume, we'll probably only maintain the last three years of  that type of activity.

     

    We've never deleted Posted Sales Invoices from NAV and don't really plan on doing so at this point.  We did remove archive records through 2015 a while back, probably won't do that again for a couple years.

     

    John Bellinger | Business Systems & Applications Manager | Activar, Inc.
    9700 Newton Ave. S. | Bloomington, MN 55431
    Office: 952-392-3912 Cell: 612-719-0289
    jbellinger@activar.com | www.activar.com