When a salesperson is creating a sales order using Mobile Sales, the customer can sign the sales order on the mobile device to confirm the order. The signature is saved to a separate table when the mobile device synchronizes with the server. By default, the signature is not available from the Sales Order window in Microsoft Dynamics NAV, because prices may have changed between the customer signing the order and the mobile device synchronizing with the server. However, if your setup guarantees that the prices on the mobile device are correct, you can enable signatures on sales orders. The following procedure describes how you do this.

To enable signatures on sales orders

  1. In Microsoft Dynamics NAV Classic, click Tools, and then click Object Designer.

  2. Select form 42 Sales Order, and then click Design to open the form in Form Designer.

  3. In the Form Designer window, right-click the Order menu button, and then click Menu Items.

  4. In the Menu Designer window, scroll down to a new row and fill in the following fields:

    Field Value

    Visible

    True

    Caption

    Signature

    Action

    RunObject

    RunObject

    Form Mobile Order Signature

  5. In the Properties window for the new menu item, in the RunFormLink field, type Document Type=FIELD(Document Type),No.=FIELD(No.).

  6. Close the Menu Designer and Form Designer windows, save any changes and then compile the form.

  7. Run the Sales Order form.

  8. In the Sales Order window, click Order, and then click Signature.

    The Mobile Order Signature window opens. If the currently selected sales order has a customer signature, this displays in the window.

See Also