Pre-sale hints.
 

How do Matriks Doc 3 compare to NAV 5.0 ?

NAV 5.0 is delivered with a new toolbox that contains record links and general style sheets. However these are more like generic features than a specific solution that can be offered to customers.

Record links
Documents are stored with no security. If anyone rename and/or move a document the record link is broken. We think record links can be very useful to address web links, and as Microsoft highlight it, to address unstructured data. We trust business critical documents are taken more serious.

We see record links more like favorites in your internet browser or short cuts on your desktop. In our opinion essentially different from the Matriks Doc solution that offers solid document handling. We know who did what when and documents are backed up and always available to the right users. Matriks Doc requires no data discipline and evolves around Dynamics NAV.

Style Sheets
With regards to the generic style sheet feature that can be "programmed" to create and open, say, word documents by clicking a button in the toolbar. Style sheets are difficult to program (according to the MS demo video it "only" takes a seasoned programmer 1 day to make a word template). As a result making a template with the style sheet feature is not a day to day user job.

The style sheets can only work on data in a form.

Resulting documents are not stored in any specific place.

Due to security and integrity reasons, we still very much recommend to store documents inside the NAV database. 

Matriks Doc 3
Is all Navision code C/AL - no external programs or black box stuff. (Two regular FOB’s)

Is optimized for Microsoft Office 2000/XP/2003/2007 and NAV 3.60 – 5.0. Our latest version is for NAV 5.0 and Office 2007.

Does not require any client setup.

Has full Word functionality. (In the latest version header and footer included)

Has concurrent document locking.

Allow you to create and save your documents in the place where they belong. (Use special templates to add Matriks Doc to customized tables)

Allow you to use templates to guarantee that all relevant information is always included in your documents. (Use special templates to make templates with reference to more than one table)

Allow you to find your scanned documents using Navisions Navigate function.

Allow you to save and view ALL known file formats. (Yes also Adobe, AutoCAD, HTML, Office and MP3)


  Installation and first use.
 

How do I create a document ?

In order to use/try the Matriks Doc Add-On, you have to extend your Navision Financials license with Matriks Doc add-on permissions. Please do not try to import the objects into a production database before acquiring these permissions, as this will render the installation in-operational. Contact your Navision Territory Representative or your Navision Solution Center, to acquire the Matriks Doc license extension. Ask for the "Matriks granule, Granule # 6.008.960".


Where's my document that I've just created, when I now click view or edit ?

The temporary folder that is entered in the Document setup work path field, does not exist or is otherwise invalid. Generally, it should be left blank. This will force the system to use the default system temporary path.


Why do I get a "Document Nos..." error message when I try to create a new document ?

Show Screenshot.
You have to assign a Document number series in the Document setup form.


Why do I get a document description error message when I try to create a new document ?

Show Screenshot. You have to enter a text in the Document Description field in the Document form, before clicking the Edit button.


 
Daily use. To the top
 

How do I make a Document/Mail campaign to all my customers using Matriks Doc ?

You don't. You can use standard Financials. We recommend using the Campaigns feature in Navisions Contact Management module in combination with standard mail merge in Word.


How about security, can I make sure it is not possible to delete a document ?

Yes. Matriks Doc has the same security model as standard Navision. This will allow you to set up permissions that globally controls what users can do with the documents. It cannot differentiate permissions between types of documents. Its all or nothing, just like standard Navision. If the document type allows, you can protect the individual documents using built in features. An example of this could be Word's protect feature.


Does Matriks Doc also work with AutoCAD ?

Yes. In theory Matriks Doc will work with any registered file type. This also includes documents/files like html, pdf and even mp3.


Extending or modifying standard features. To the top

Is it possible to make templates with reference to more than one table ?

Yes, we call them Special templates and they are simple to construct

In codeunit 6008965 you find:

A getnames function with:

Names[1] := 'Name';
Names[2] := 'Address';
Names[3] := 'Zip-Code';
Names[4] := 'City';

And a getnames ans values function with:

Values[1] := 'Tim Ahrentløv';
Values[2] := 'Ribegade';
Values[3] := '2100';
Values[4] := 'Copenhagen';

---

Now, you fill the names with whatever you want, and populate the values of each name from whatever source your choose.

For example,. to fill the array with a customer record, you would write the following:

 - In GetNames:

if DocumentRec."Table No." = 18 then begin //  You can combine this table test with any other test that you can think of, for instance description.
   Names[1] := CustomerRec.FIELDCAPTION(Name);
   Names[2] := CustomerRec.FIELDCAPTION(Address);
   Names[3] := CustomerRec.FIELDCAPTION("Post Code");
   Names[4] := CustomerRec.FIELDCAPTION(City);
end;

 Exit(4); // number of fields

- In GetNamesAndValues:

GetNames(DocumentRec, Names);

if DocumentRec."Table No." = 18 then begin ////  You can combine this table test with any other test that you can think of, for instance description.
   CustomerRec.GET(DocumentRec."Reference No. 1");

   Values[1] := CustomerRec.Name;
   Values[2] := CustomerRec.Address;
   Values[3] := CustomerRec."Post Code";
   Values[4] := CustomerRec.City;

end;

Exit(4); // Number of fields.
 


Itable with template creation and usage.