Employee Portal provides a Web-based interface that gives employees quick access to mission-critical business information such as invoices, customer data, and some selected reports. Moreover, it real time integrates with the standard Microsoft Dynamics NAV database while collaborating with Microsoft® Windows® SharePoint® Services 3.0 (WSS 3.0) or Microsoft Office SharePoint Server 2007 (MOSS 2007) to provide you a browser based interface.
Depending on the volume of transactions and the number of concurrent users, you can setup Employee Portal to run with either WSS or MOSS. However with MOSS, you would get additional support for making further developments.
Employee Portal can also be identified as a Web Portal for Sales Persons who travels all over the country. In such instances, salesperson can logging to NAV and start creating Sales Orders or Sales Quotes as required by them.
Let’s look at some typical screens available in the default Web pages.
Item List /Product List Page
This page can be configured as a combination of List Web Part and Card Web Part page in such a way that Item List is available in the top side of the page. Once user clicks on the ‘Card’ hyperlink on the list then user is directed to the Item Card of the particular Item in the bottom of the page.
What is Employee Portal
There are number of options available in the Item Card where user can modify or even delete the existing items from the system. It also gives some reporting options such as ‘Quantity Explosion of BOM’, ‘Rolled-up Cost Shares’ and ‘Detailed Calculation’
Sales Order Page
As in Item Page, existing Sales Orders can be displayed in the top of the page. As and when user clicks on the particular Sales Order Number then user can be directed to Sales Order Card screen where both the header and the line information are displayed.
However there is no static principle in designing the web pages in Navision Employee Portal. With the given Web Parts, you always have the flexibility to for designing each web page according to the user requirement. For example, in the sales Order screen, instead of showing all existing sales orders in the system, you can display all existing customers in the system. From the Customer List you can filter respective sales orders list belongs to particular customer and then you display the card view of a selected sales order.
Since the installation and setup process takes a very sensitive path, it is recommended that you must strictly follow the standard Microsoft Installation and Configuration Guidelines without any change.
To be continued…
Depending on the volume of transactions and the number of concurrent users, you can setup Employee Portal to run with either WSS or MOSS. However with MOSS, you would get additional support for making further developments.
Employee Portal can also be identified as a Web Portal for Sales Persons who travels all over the country. In such instances, salesperson can logging to NAV and start creating Sales Orders or Sales Quotes as required by them.
Let’s look at some typical screens available in the default Web pages.
Item List /Product List Page
This page can be configured as a combination of List Web Part and Card Web Part page in such a way that Item List is available in the top side of the page. Once user clicks on the ‘Card’ hyperlink on the list then user is directed to the Item Card of the particular Item in the bottom of the page.
What is Employee Portal
There are number of options available in the Item Card where user can modify or even delete the existing items from the system. It also gives some reporting options such as ‘Quantity Explosion of BOM’, ‘Rolled-up Cost Shares’ and ‘Detailed Calculation’
Sales Order Page
As in Item Page, existing Sales Orders can be displayed in the top of the page. As and when user clicks on the particular Sales Order Number then user can be directed to Sales Order Card screen where both the header and the line information are displayed.
However there is no static principle in designing the web pages in Navision Employee Portal. With the given Web Parts, you always have the flexibility to for designing each web page according to the user requirement. For example, in the sales Order screen, instead of showing all existing sales orders in the system, you can display all existing customers in the system. From the Customer List you can filter respective sales orders list belongs to particular customer and then you display the card view of a selected sales order.
Since the installation and setup process takes a very sensitive path, it is recommended that you must strictly follow the standard Microsoft Installation and Configuration Guidelines without any change.
To be continued…
Comments
Post a Comment