Linking Documents in Microsoft Dynamics NAV

For a lot of companies, document management can be a real problem. Trying to find that delivery note or signed letter of credit can be a nightmare.  Microsoft Dynamics NAV offers the ability to link documentation to records in the system to help overcome this problem.

Nev linking docs

 

 

 

 

 

Document Linking allows you to link any documentation directly to the relevant record in the NAV system.  So, when it is needed, it can be easily found and opened directly from within NAV.

This solution can be added to any existing document management strategy that you already have because it can link directly to documents or to web pages. It can link directly into systems like SharePoint.

This functionality can allow people to easily access documentation when they need it, without having to dig through boxes of paper.

An example of how a client can benefit from using document linking follows:

An inventory sales company scans delivery notes and links them to the sales invoice.  Any queries can now have the delivery note retrieved by the creditors person and be mailed to the client.

Inventory documentation is linked directly to the item cards so that salespeople are able to access the latest product specifications and other documentation easily and know that it is current.

Letters of credit application are attached to the customer record so that any queries allow them to be easily retrieved.

Import purchase orders have the shipping and duties paperwork attached because many different departments are involved.  This provides a single point with the most current version.

By Neville Foyn, Lead ERP Consultant at Evolution Business Systems

About Evolution Business Systems (EBS) http://www.ebsys.com.au

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Evolution Business Systems (EBS) specialises in business management solutions that give you the freedom to focus on your business. Melbourne based EBS does this by automating your core business processes and integrating your specialist business applications to deliver the right financial management solution. With deep expertise in leading financial applications including Microsoft Dynamics NAV and Arrow Financials, EBS works beside clients to ensure their software solves problems rather than creating more. EBS has a detailed implementation strategy that is tailored to customers in terms of timelines, requirements, risks and responsibilities. While it does not sell or support hardware or site network environments, EBS informally partners with selected specialists in these areas to provide clients with a “total solution”.

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