6. Pop-up kommentar

Consultant Thomas Beck Andersen in PrintVis tells us that at least several times per year a partner or a customer will contact the PrintVis Hotline asking how to stop a certain pop-up window from appearing for certain customers.

The pop-up alert is the Customer Information Card, and it displays vital financial information about the customer, typically when their credit limit has been exceeded.

But the Hotline issue has been the pop-up alert appearing even when the customer’s credit is fine. It seems like an error.

The answer is in the comments field, which are also parked on the Customer Information Card.

So if you’ve been mystified by such pop-up alerts for certain customers – check to see if there is a comment there, probably left by a colleague. A comment left on the Customer Information Card will trigger the pop-up window, whenever a new quote or production order is created.

If unwanted, an easy remedy would be to delete the comment from that field, and instead place it on Customer Notes (see screenshots).

Of course this pop-up can be very helpful if there is something users would need to know about that customer, just for a period of time. A simple example might be “This customer is touring our facility next Monday at 2 p.m.!”

5. Maler

Templates. Programmers use them. Web designers use them. You’ve probably used them for composing a proper document in Microsoft Word. And while it’s true that in the print industry each order is technically a custom one – an aspect of printing which sets it apart from most other types of manufacturing – there are of course commonalities to the products. Business cards, tri-fold brochures, pocket folders, etc. may have variable content but their physical features and dimensions are frequently identical.

Template functionality in PrintVis allows us to create all sorts of profiles within the Product Groups so we do not have to reinvent the wheel every time a certain kind of job comes up.

Templates for easy jobs are just as important as templates for tricky jobs, although the time saved for the tricky jobs can be much more significant.

Some obvious advantages to using templates:

  • The experienced user saves time in estimating repeat products
  • A super (full) user can create templates where certain specific conditions are kept and remembered
  • A less experienced work force can still create reliable estimates
  • A base template can be applied to the Product Group and be automatically entered when the job is created.
Tips om maler.png

So we encourage you to create and use templates! You can build a library over time and improve your efficiency exponentially. 3 minutes saved per order in general can add up to 60 man-days per year if your business averages 10,000 orders/year.

Fast Facts:

1 in 4 companies we work with do not have templates.

1 in 10 companies continuously improve their templates.

Tips om maler 2.png

4. Brukerfelt

User Fields is an especially popular feature with PrintVis and used in all of our installations.

The most-used functions have to do with the ability to interact with the estimate and determine what is printed on the job ticket.

An average company will have 20-40 user fields for different areas.

Not many are aware that PrintVis can actually be set up to only provide the user fields for the user if and when a certain machine or service is added to the estimate with a calculation unit.

This is done via Calculation Unit User Fields, set up for the individual calculation units.

Screenshot 1: Calculation unit-specific user fields

Calculation unit-specific user fields

Calculation unit-specific user fields

Screenshot 2: Setup List

Scroll down in the list throught the group areas to find the Calculation Unit you are looking for.

Tips 4.1.jpg

Screenshot 3: The User Field Setup

Tips 4.2.jpg

This functionality helps PrintVis to be relevant to each individual estimate and order description without the User always having to wade through a long list of questions.

2. Lagre egendefinerte lister

Let’s continue our new series, “Tip of the Week,” where a member of the PrintVis Team will give you a peek behind the scenes, share some technical insight or helpful hint to improve your life in some simple but useful way.

Today we hear from Senior PrintVis Consultant Thomas Beck Andersen about setting up a custom view and saving the view as a menu point in the navigation pane on the left. 

There is virtually no end to the number of views you can customize and save using the Advanced Filter functionality in NAV.

Depending on a user’s needs and role in the company, it often makes sense to streamline their view not only in the Role Center, but also within Case Management. 

For example, a Production Manager may want to save individual users’ Cases Responsible lists on his/her own view, to better keep track of the delegated jobs and their progress throughout the day – accessing a user’s queue with a single click.
A different example might be a salesperson who needs to access a history of quotes given to a specific customer. A saved view can filter to specific customers not only by their name or customer number, but on many other points of reference, such as status descriptions, deadlines, order types and location codes.

Setting up and saving filtered views is easily accomplished by clicking the drill-down to the right of the chosen field (Case Management in our example, see screenshots) and selecting the desired criteria with the Advanced Filter. One simply filters on the needed value and chooses “save view as”…

Once the filtering is set for the entire line (it can be one or many things) the saved view can be named for easy identification. It will appear in the left menu navigation and the filtered view can be accessed with one click from then on.

But such specifically-filtered views are not limited to individuals responsible in Case Management. Item views can be narrowed down to specific criteria – for example, papers or inks by vendor, customers by customer number or geographical area, sales orders by deadline or monetary range. The filtered views can be as specific or as general as needed by the user and their particular duties in your company.

As with most of our tips you’ll find this is mostly about saving time and avoiding errors. Once your filtered view displays precisely what you need to see, you access it with a click, knowing that the data is there to serve you and increase the efficiency of your business.

Lage egendefinerte lister
Lagre egendefinerte lister
Lagre egendefinerte lister

1. Zoom på linjen

Today we are excited to launch a new series, “Tip of the Week,” where a member of Osebergs Grafisk Team will share some advice or information to give you a peek behind the scenes, some technical insight, or just a helpful hint to simplify your life in some small but useful way.

As you know, PrintVis offers custom views of job data, depending on a user’s needs and role in the company. A production manager doesn’t need to see all the company finances; nor does a shop floor worker have to examine every facet of the estimate for a job he’s running.

zoom på linje

But every once in a while there comes a need to know some minor details within a case, such as the contact information for the specific rep who sent in the quote, or perhaps other quantities which were originally requested. In the former Dynamics NAV Classic Client, there was a “Zoom” function which allowed you to open a new window displaying all the fields on the table which made up the Header data, instead of just the top 20 or so which were visible on a standard view. This was easily accessible via Tools -> Zoom, or the HotKeys Control+F8, and gave a user quick access to detailed information, eliminating the need to ask one of the key users, or even call a developer. 

Once a line on the Job Card was selected, pressing Ctl+F8 would reveal all the data that was used to make up that one line, even the fields not shown on the Job Card.

But with the switch to the role-based Windows Client this Zoom feature went away. Or rather, it seemed to. In the Windows Client the whole UI has changed and there is no longer a Tools option in the menu. However, if you navigate to Help -> About This Page, you will gain access to the same additional data for the Header once obtained with the Zoom. But what if you need the “sub data” for the Job Card fields?

This is Christian’s Tip of the Week. Notice the alternative HotKeys shown in Help -> About This Page are Control+Alt+F1. Now go down to the Job Card and select a line. Hit Ctl+Alt+F1 and…voila! You are “zoomed” into the same sub data once provided by the Zoom option in the Classic Client. This works in many other fields as well.

Most users are unaware of this feature, simply because there is no visible option for it on the menu.

Now users who need to access minor details from time to time can get there with this convenient short cut.

zoom på linjen Dynamics NAV