Document Dispatch Factbox
Document Dispatch can be implemented and activated very quickly. This allows a quick return on investment to be generated. Flow Path offers a high level of customisation via configuration. Many areas can be customised and processes can be controlled with a setup. But the aim of Simova products is that the start-up is very easy and fast. The factbox is implemmented directly in your Business Central process on the right side and is this available to the user without any big extra tours.
The following steps need to be performed to get started quickly with Document Dispatch.
| To | See |
|---|---|
| First step is to install the Document Dispatch extension from marketplace. | Install from Extension Marketplace |
| Second step is to activate the license and assign the license to the users. | License activation and assignment |
| Third step is to import a default configuration for the areas in Business Central where Document Dispatch is implemented. | Configuration Wizard |
Info
The Document Dispatch factbox integration is on the following business central pages:
| Pages | Document Dispatch |
|---|---|
| Customer |  |
| Vendor | |
| Sales Quote | |
| Sales Order | |
| Posted Sales Invoice | |
| Posted Sales Credit Memo | |
| Issued Reminder | |
| Contact Card | |
Info
It is possible to integrate the Document Dispatch factbox on other individual pages.
Structure
The Document Dispatch Factbox is designed to be very simple and clear. The focus is on the usability. You will find several categories:
- Active
- Electronic Document
- Dynamic Table Setup
- Sent
- Pending
- Scheduled
- Cancelled
- Confirm
- Error
- Last Entry Date
- Last Send Date
- Comments
In addition, pre-configured documents or documents with personalized emails can be sent to business partners. A dispatch can be scheduled and business partners can be set up/viewed/configured by using the drilldown function.
Functionalities
The user can access several functions.
- View Active Business Partner: The user can see if a business partner is set up and active. If no business partner is configured, it can also be set up via Document Dispatch Factbox.
- Send Documents: The user can send documents to the business partner that are already pre-configured or documents with personalizable email.
- View the Statuses: The user can also view all the statuses of the documents that were sent via Document Dispatch Factbox to know the current status. It is also possible to see if there are comments, as well as the date of the last entry or the date when a document was last sent. (Existing statuses are "Sent", "Pending", "Scheduled", "Cancelled", "Confirm", "Error")