Introduction
Welcome to the official Connect module manual.
The Dynavision Connect Module includes a number of smaller features that are used by a lot of different Dynavision apps. To make this generic and available on the different modules these features are grouped in one Connect module.
These features include:
• Sales price simulation (linked to Advanced pricing module),
• Print Node,
• FTP
Sales Price Simulation
The Sales Price Simulation functionality is related to the Dynavision Advanced Pricing module (see Dynavision Advanced Pricing manual).
In the Dynavision Advanced Pricing module a number of functionalities are added to the sales price list and it is made possible to choose a hierarchical price calculation method instead of the standard lowest price calculation method.
There are also a number of new discount options added that can be used in the price lists and sales documents (e.g. amount per quantity)
To have an insight into which price will be offered to a particular customer, for a specific item, on a particular date, the Sales Price Simulation function is implemented.
This simulation will list, based on filters, all prices that are retrieved and which price will be used.
This functionality was designed primarily to have an overview of which prices/discounts were applied and for testing purposes.
Run the simulation
Choose the search icon, enter Sales Price Simulation, and then choose the related link.
- Customer Setup Tab
a. Customer No.
Specifies the customer No. for which the price will be simulated.
b. Customer Name
The Name of the selected customer will be displayed in this field.
c. Order Date
Indicates the order date that will be used for simulating the price.
d. Calculate Margin
Only visible when advanced pricing is installed.
Indicates if the margin must be calculated for the simulated lines. - Asset Type
Specifies the type for which the price simulation will be performed. The options types that can be used in the simulation are: G/L Account, Item and resource.
The Asset Types Fixed Asset and Charge (Item) cannot be used in the simulation.
a. G/L Account Information Tab
When the asset type G/L Account is selected, this tab will become available.
i. G/L Account No.
Specify the G/L Account for which the simulation needs to be performed.
ii. G/L Account Name
The Account Name of the selected G/L Account No. will be displayed.
iii. Quantity
The quantity for which the simulation needs to be performed.
iv. Unit of Measure Code
The Unit of Measure Code that has to be used to calculate the simulated price.
b. Item information Tab
When the asset type Item is selected, this tab will become available.
i. Item No.
Specify the Item Number for which the simulation needs to be performed.
ii. Item Description
The description of the selected item will be displayed.
iii. Quantity
The quantity of the item that needs to be taken into account when calculating the simulated price.
iv. Unit of Measure Code
The Item Unit of Measure Code that will be used to calculate the simulated price.
v. Variant Code
In case the selected item has variants, an Item Variant can be chosen to use when performing the simulation.
vi. Allow Blocked Item
If enabled, the simulation can also be performed for blocked items
vii. Item Discount Group
The Item Discount Group of the selected item will be displayed in this field
c. Resource Information Tab
When the asset type Resource is selected, this tab will become available.
i. Resource No.
Specify the Resource Number for which the simulation needs to be performed.
ii. Resource Name
The name of the selected resource will be displayed.
iii. Quantity
The quantity that needs to be taken into account when calculating the simulated price.
iv. Unit of Measure Code
The Resource Unit of Measure Code that will be used to calculate the simulated price. - After entering the parameters that are needed, the simulation can be run. Choose the action Price Simulation in the Action bar. This action will execute the light version of the price simulation.
- In the Price information Tab the Unit price and invoicing unit price will be shown that will be used for the selected parameters. If there is a discount found for the selected parameters, this will also be shown in the fields.
The unit cost, the total amount, the VAT % and the amount incl. VAT are also noted.
a. Simulated Sale will show how the line would look on a sales document when the same parameters are added.
If the action Price Simulation (extensive) is chosen, The page will also show the prices that were taken into account when determining the sales price and the discounts that were found and chosen.
If no price is found, standard Business Central takes the price on the item card (if an item is chosen as type). The user sill get a notification and the price list line tab is not visible on the page. Only the Sales line tab will be visible.
PrintNode
Configuration customer PrintNode API
For using the printnode integration a printnode account with subscription is needed. More info can be found on www.printnode.com.
The PrintNode client must be installed on the print server of the customer, in the network of the customer. Using the online tool of PrintNode, printers can be defined which can be accessed to print documents from Business Central.
PrintNode Setup
- Choose the search icon, enter printNode Setup, and then choose the related link.
- On the page that opens, fill in the fields in order to set up PrintNode.
a. API Key
The API key that has been generated for the customer PrintNode account.
b. Base URL
The Base URL to the printnode API. Choosing action Apply Default Settings will fill in this field.
c. Default Paper Width (mm)
Specifies the default Paper Width (mm) for printers with unknown paper types.
d. Default Paper Height (mm)
Specifies the default Paper Height (mm) for printers with unknown paper types.
e. Enable logs
This option enables the logging of outgoing API calls to printNode for troubleshooting. - Choose the action Test Connection to verify if the API Key of the customer and the Base URL are entered correctly.
- Choose the action PrintNode Printers to get an overview of the printers that are available on the PrintNode API. On this page, some settings can be changed for the printers.
a. Choose action Get Printers to get the PrintNode printers from the PrintNode API.This action will renew the list of printers and can be used when a new printer is added or when a certain printer is not visible in the list.
b. The settings that can be edited are:
i. the paper type;
ii. in case custom paper type is checked on the line, the dimensions can be changed;
iii. Landscape can be checked (or unchecked); and
iv. Fit to page can be checked (or unchecked).
9.3 Printer Selections
When the printers are defined in the PrintNode printers, they have to be added to the printer settings in order to use them to print. - Choose the search icon, enter Printer Selections, and then choose the related link.
- On the page that opens, add the printers that need to be selected when printing certain reports. Choose action New to enter a new selection.
a. User ID
Specifies the ID of the user for whom the permissions are defined.
If no User ID is specified, the specific printer will be used/proposed in the printer selection screen when printing the selected report by any user.
b. Report ID
Select the report that will be printed by the selected printer. If no report ID is specified, the printer will be set/proposed in the printer selection screen for all tasks that this user prints.
c. Report Caption
The Caption of the selected report will be displayed in this field.
d. Printer Name
Select the printer that will be used to print the selected report.
Printer management
The Printer management page can be accessed in two ways.
Option 1
On the Printer Selection page, choose the action Printer Management.
Option 2:
Choose the search icon, enter Printer Management, and then choose the related link.
On this page it is possible to edit printer settings, set default printers (for all users), add an email printer and add a (or all) Universal Print printers by using the corresponding actions.
Usage
When choosing the action Print or choosing an action that prints a layout, if the printer selection has been set up for the report that is printed, the printer will be proposed in the Printer field in the screen that opens to add filters and options to print the layout. This selection can be overwritten in this screen.
FTP
The Dynavision Connect application provides an FTP framework. This framework allows to send or receive files using (S)FTP. This can be done manually, but also using code (e.g. exporting the store labels as XML and send it to the Digilabels in the shop)
FTP Setup
Choose the search icon, enter FTP Setup, and then choose the related link.
On the page that opens, add a line for each FTP URL that needs to be supported in order to send and/or receive files.
Choose the action New to enter a new FTP connection or use the action Edit List to update an existing connection.
- Code
The code that is used to identify the FTP connection. - FTP type
The FTP type that is used to send and/or receive files.
The options are available:
a. FTP,
b. SFTP (secure) and
c. FTPS. - FTP Url
The path that is used to find the FTP server. This path is needed in order to be able to send/receive files. This is the URL of the file or directory that needs to be downloaded or accessed.
Remark: if a certain port needs to be used in communication, this should be specified as follows (e.g.): sftp://url:port/map. - File Filter
Enter a filter that has to be used to filter files that are received. Any file matching this filter will be downloaded from the directory indicated in the field FTP Url.
Use ? for any letter and * for 0 or more letters. (E.g. *.PDF)
It is also possible to download *.ZIP files. These files will be automatically be unzipped. - FTP Request type
Specifies which type of request has to be executed. This is set up from the point of view of the user’s computer.
The following options are available
a. Download file: download files from the FTP server,
b. Download & delete file: download the files from the FTP server and delete the downloaded files,
c. Upload file: upload files to the FTP server,
d. Move file: Moves a file from one specified location to another specified location. 2 folders need to be set up in order to use this Request Type.
When executing the move request manually by choosing the action Send new request to FTP server when the line with the move type is selected, a subfolder+filename for the source and target destination needs to be specified in the screen. - Direction
Will be automatically filled in, depending on the chosen FTP Request Type. This will either be Import or Export. - Username & change password
A username and password will have to be inserted to use the FTP-server functionality. This will be needed in order to send and receive files. - In order to manually send a request to the set up FTP server on the selected line, choose the action Send new request to FTP server in the Action bar.
Depending on the FTP Request Type a file will have to be selected that needs to be downloaded or a file that needs to be uploaded using the actions in the Line tab.
By choosing action Send to FTP, an FTP request can be send to the specified FTP Url.
a. All requests are logged and can be viewed by choosing the action Show Requests in the Action bar of the FTP Setup page
Usage
The set up FTP connections can be used in setup pages or functions that require an FTP connection to function. This can be done example given in the TOMRA Setup when choosing FTP as the type of the TOMRA voucher that is used.