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Knowledge Base
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Use custom email scenarios with the FORNAV Email Templates
The FORNAV Email Templates use standard email scenarios to determine which email to send in which situation. The email scenarios are extendible, which means that you can add your own, just like you can extend the Report Selection Usage enum to define selections for custom reports. There are two possible scenarios. For a fast and…
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Change to the Report Selection path
In the FORNAV Customizable Report Pack version 8.2.0.3, we have made a change in the filename we give to backups of the Report Selection entries. This change is necessary to ensure compatibility with Per Tenant and ISV extensions. This change impacts the export function on the FORNAV Setup card and FORNAV Source Control. Backup When…
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Use template text in a document header or footer
In FORNAV Personalized Content, you have the option to create text templates with text replacements. You can easily add this content on FORNAV documents by adding a temporary Text Template data item or record. The FORNAV temporary table code will render the text replacements and split the text into smaller, manageable chunks so they can…
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FORNAV Source Control — User Guide
In the FORNAV Customizable Report Pack version 8.1, we have added source control to Business Central version 23 and later. Source control is a way of tracking changes to all the relevant FORNAV setup tables. Every change you make to the FORNAV setup tables must be committed, and each commit must have a message describing…
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Adding VAT in local currency (LCY)
In some countries, it is necessary to add the VAT amount in the local currency when sending a document in a different currency. You can calculate the VAT in local currency using the Currency Factor. Business Central stores the Currency Factor when posting the document; it has the exchange rate at the date of posting.…
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Text Template User Guide
Welcome to the FORNAV Text Template experience. This guide walks you through creating, managing, and deploying text templates, so you can deliver consistent communications directly from Microsoft Dynamics 365 Business Central. 1. Before you start 2. Open the Text Templates workspace To open the Text Templates page: 3. Understanding the Template List 4. Create a…
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Email Template User Guide
Welcome to the FORNAV Email Template experience. This guide walks you through preparing reusable email bodies, subjects, and recipient rules so you can deliver consistent, data-driven emails directly from Microsoft Dynamics 365 Business Central. Please note that FORNAV Email Template is available for Business Central version 25 and later. 1. Audience and purpose 2. Prerequisites…
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Personalized Content Editor Guide
The Personalized Content-based editor is available whenever you edit FORNAV email or text templates. It delivers a familiar, rich-text experience with a few custom actions that connect directly to Business Central data. This guide explains how to work with the standard toolbar and highlights the bespoke hyperlink and image plugins that ship with the FORNAV…
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Clear the report cache
To clear the report cache, on the ForNAV Setup page, click Actions > ForNAV > Report Statistics: When you click Cleanup, the report cache will be cleared:
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How to add Peppol information manually when a company is not published in the Peppol Directory
In some cases, customers or vendors are not published in the Peppol Directory. As a result, they cannot be found through the Peppol Address Book scan in the FORNAV Peppol Setup. Even if a company is not discoverable via the directory, it can still participate in Peppol e-document exchange. In these cases, you have to…