To set up events

  1. Open the Events window.

    Navigate to Departments/Administration/Application Setup/Event Notification/Events. 

  2. Double-click the event you want to set up. 

  3. Set up the contacts for the event. 

  4. Select the Real-Time Notification check box if event contacts should receive e-mails when the event occurs.

    Note: In order for contacts to receive real-time notifications, the Receive Real-Time Notification check box must be selected for the contact on the Event Contacts window. 

  5. Enter the maximum number of e-mails that will be sent for a scheduled event in the Max. Sched. Rec. Occurence field. For example, if 2 is entered for SALES_INVOICE, if the scheduled event picks up the invoice during processing, the invoice will only be sent two times. 

    If a scheduled event automatically occurs, or if a scheduled event is manually run, the value in this field is checked. If an e-mail is sent in real-time, then the value in the Max. Sched. Rec. Occurence field is not checked.

  6. If required, set up a scheduled notification.

    Note: In order for contacts to receive scheduled notifications, the Receive Scheduled Notification check box must be selected for the contact on the Event Contacts window.

    1. Click the Scheduled Notification field for the desired code. The Job Queue Entries window opens. 
    2. Click New. The Job Queue Entry Card window opens. 
    3. Select Report in the Object Type to Run field. 
    4. Enter the object ID in the Object ID to Run field.
      --Sales Invoice Event: 23019135
      --Purchase Order Event: 23019136
      --Customer Statement Event: 23019137
    5. Enter JOBQUEUE in the Parameter String field. 
    6. Set up the scheduled event as required. 
    7. On the Home tab, in the Process group, choose Set Status to Ready. The status is changed to Ready. 
    8. Click OK.

  7. For CUSTOMER_STATEMENT, SALES_INVOICE and PURCHASE_ORDER, select an e-mail code, which contains the text of the e-mail. If an e-mail code is not selected, then the DEFAULT e-mail code will be used. See Set up E-mail Codes for more information.

    If an e-mail code is selected for an Internal recipient type, the e-mail code will be ignored. 

  8. For CUSTOMER_STATEMENT, define the option filters in the Option Filters field if required. Separate each option with a tilde (~). For example, Y~Y~N~Y~0~2~40D~Y~. The Event Factbox explains the different options. The options are as follows:

    Position Option Values Description
    1 All Having Entries N~,Y~ Enter Y~ to print an account statement for all customers with entries in the statement period.
    2 All Having Balances N~,Y~ Enter Y~ to print an account statement for all customers with a balance by the end of the statement period.
    3 Update Numbers N~,Y~ Enter Y~ if you want Microsoft Dynamics NAV to update the Last Statement No. field on each customer card after it e-mails the customer's statement. Enter N~ if you are not using statement numbers.
    4 Print Company N~,Y~ Enter Y~ to include the company address in the customer statement. If you enter N~, your company's name and address will not be included on the customer statement.
    5 Statement Style 0~, 1~ 0~: E-mail open item statements, which list all entries, which are still open as of the date calculated based on the Default Customer Statement Start Date Formula value on the Event Notification Setup window.
    1~: E-mail balance forward statements, which list all entries made during the statement period calculated based on the Default Customer Statement Start Date Formula value on the Event Notification Setup window.
    6 Aging Method 0~, 1~, 2~, 3~ 0~: None: You do not want aging on the statements.
    1~: Transaction Date: Aging indicates the number of days since the transaction posting date.
    2~: Due Date: Aging indicates the number of days the transaction is overdue. Amounts not yet due are current.
    3~: Document Date: Aging indicates the number of days since the document date.
    7 Period Calculation   Enter the length of each of the aging periods. For example, enter 30D~ to base aging on 30 day intervals. If you are not including the aging on the statements, leave this field blank.
    8 Log Interaction N~,Y~ Enter Y~ if you want the program to log this interaction.

See Also