Product: Dynamics NAV

Article Link: http://help.truecommerce.com/en/articles/6424299-nav-custom-fields-through-customize-setup


Through Customize Setup you have the ability to either push to, or pull from, a custom field within NAV. Simply setup the Customize Setup window by linking the XML file and the NAV Field together by adding an entry to the configuration.

Opening the Customize Setup Window


Navigate: Departments → TrueCommerce → EDI → Administration → Customize Setup

Customize Setup Window


With the Customize Setup window open - you can begin modifying your Custom Fields. Filling out the Customize Setup window is fairly straight forward once you get use to it - you use the Tag No. to identify the spot on the XML (the file we use to send/receive data) you'd like to read/write for the Transaction Manager side of things, and you use the Field No. to define the field within NAV you wish to pull/push to! The other fields, such as Type, Subtype, and Field Type simply define which systems to use that data for, and the Inbound and Outbound checkboxes enable it based on the direction you wish to use it for! More details below

Tag No: ID number defining where on the XML you'd like to put this data (hint - select Advance to expand to the full definition)

Description (Autofilled): simple description of the Tag No.

Type: Purchase is for customers who SEND Purchase Orders (850s) and RECEIVE Invocies (810s).

Sales is for customers who RECEIVE Purchase Orders (850s) and SEND Invoices (810s)

Warehouse is for customers who use Warehouses/3PLs to send or receive Warehouse Purchase Orders (940s) and 945s Warehouse Shipping Advice (945s)

Subtype: The type of document you'd like this for (most common use is the Order, for Sales Orders and Invoices)

Field Type: Is this custom field at the Header level or the Item level?

Table Name (Auto Filled): Description of the data location being pulled

Field No: ID number of your field within NAV (selecting advance will expand to full view)

Field Name (Autofilled): Description of the field being used based on Field No.

Inbound Codeunit: Used for Advance functionality - leave blank

Inbound Function Active: Check to have INCOMING/INBOUND transactions try and PULL this data into NAV from the XML

Outbound Codeunit: Used for Advance functionality - leave blank

Outbound Function Active: Check to have OUTGOING/OUTBOUND transactions try and PUSH this data from NAV into the XML

rev 7/28/22

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