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Introduction > Integration with Microsoft Dynamics NAV > Connector for Microsoft Dynamics NAV > Mapping Details (application scenarios)

Mapping No.6 - Customers

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The area Thereforeā„¢ has been added to the Actions tab on the customer card. This function area enables communication with the Thereforeā„¢ archive and allows relevant customer- related documents to be saved.

Figure 7: Customer Card - Action-Buttons Therefore

Figure 7: Customer Card - Action-Buttons Therefore

View

Shows the Thereforeā„¢ documents archived for this customer.

 

Add

Enables new Thereforeā„¢ documents to be added to the selected customer.

 

Scan

Scans and adds a new document.

 

Show Navigator

Opens the search window of the Thereforeā„¢ Navigator for the category Customer Documents.

 

Mapping between NAV and Thereforeā„¢ for customers is shown in the mapping card in figure 8.

Figure 8: Mapping No. 6 (Customers)

Figure 8: Mapping No. 6 (Customers)

When adding a new Thereforeā„¢ document to a customer from NAV, the data entries of the fields: No., Name and Contact from NAV table 18 (Customer) are imported into the Thereforeā„¢ index fields (field allocation ā€“ database). In addition, text macros are used (Text: [CURRENT_DATE], [USER_ID]) to attribute the current date and the current user as Thereforeā„¢ index data. These field allocations can be expanded, but the respective data fields need to be present in Thereforeā„¢ and/or NAV.

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