Business Integration Solutions Documentation

Walkthrough: Notification Management

Today’s marketplace operates 24/7, so business success depends on agility and speed. Changes to delivery dates, delayed deliveries, or support calls require fast, efficient follow-up and responses. Customers want to be notified immediately about order confirmations, delayed deliveries, or changing specifications. Many business partners now require automated receipt of sales or purchase documents by email.

To meet these challenges, often in the face of rotating employee schedules for support and service, companies need a flexible, automated response system. STAEDEAN Notification Management helps ensure accurate delivery of critical information to the right person, at the right time.

With STAEDEAN Notification Management, e-mails can be sent automatically from Microsoft Dynamics NAV to your e-mail address or SMTP server. The messages can contain any information from Microsoft Dynamics NAV. And you can schedule them to be delivered at the time you specify. You can also add attachments to the email message, based on the standard NAV functionality of creating reports.

The following table provides links to and descriptions of the topics in this section:

To See

Notify a sales person about the change in the credit limit of a customer.

Walkthrough: Credit Limit Change

Send a document that authorizes sale of the specified item(s), issued after receipt of a customer's purchase order.

Walkthrough: Sales Order Confirmation

Send a credit memorandum (momo) to a buyer.

Walkthrough: Sales Credit Memo

Send a framework for a long term agreement between you and your customer.

Walkthrough: Blanket Sales Order

Send an itemized itemized statement of goods or services provided to a business partner.

Walkthrough: Sales Invoice

Send a quote to a prospective buyer.

Walkthrough: Sales Quote

Send a notice or advance shipping notice (ASN) of pending deliveries.

Walkthrough: Sales Shipment

Send a reminder, to your customer, for outstanding balance.

Walkthrough: Reminder

Send a notifictaion for return order.

Walkthrough: Sales Return Order

Notify a customer about the receipt of returned itemm.

Walkthrough: Sales Return Receipt

Express the intention to buy an item.

Walkthrough: Purchase Order Confirmation