Acumens Starter-Pack & Simple EDI for Microsoft Dynamics NAV/BC

Custom Documents Report Templates

  • 1. Sales Document Templates

    These are Custom Sales Document Reports done with additional details compared to the standard ones.

    These Reports are for:

    • Sales Quote
    • Sales Order Confirmatione
    • Proforma Invoice
    • Sales Shipment
    • Sales Invoice
    • Posted Sales Invoice
    • Sales Return Order
    • Sales Return Receipts
    • Sales Credit Memo
    • Posted Sales Credit Memo

    Below is a standardized layout for these reports:

  • 2. Service Document Templates

    Like Custom Sales Document Report Templates, these are Service Document Report Templates with additional details from the standard document template.

    This has been implemented for the following Reports:

    • Service Contract Quote
    • Service Contract

    In addition to Report templates, Report emailing is also added.

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