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…
Hi Prem,
ReplyDeleteThank you for posting about employee portal,, I found this content is very helpful.
Could you please continue with the second article?
And discuss the difference between role tailored client and employee portal. If employee portal has more limitations, please explain what are they?
Thank You...!!!
Hi Isuru,
ReplyDeleteThanks for your feedback.
Difference of the two interfaces can be explained as follows;
1. Employee Portal is a Web based application whereas RTC is not a web based client.
2. Employee Portal is enabled with few screens such as Sales Order, Sales Quotes, Item Card etc, but RTC is enabled for a accessing almost all the functionalities available in NAV.
3. RTC is customizable as the typical NAV client. All customizations done in previous NAV versions can be transformed into RTC. However even customizing the default options available in Employee Portal is also not easy as it requires a strong technical knowledge on SharePoint. This could be considered as one of the main draw backs of Employee Portal.
4. Employee Portal should NOT be considered as the web based version of NAV. It is a Web Portal specifically designed for accessing the most crucial sales data such as Sales Orders & Sales Quotes for Sales Persons who travels out of the office.
5. However, both RTC and Employee Portal use the Active Directory Authentications for access rights. In other words, unless you are a Active Directory user you will not be able to access either Employee Portal or RTC.
Hope this clarifies your doubts in to a certain extent.
Hi Prem,
ReplyDeleteThank you very much for your supportive content. And this explanation is really clear.
keep it up.
Isuru