In Microsoft Dynamics NAV, a document page consists of two separate pages, with one page nested inside the other page. The Header and Line form in the Classic client provides similar functionality by combining a main form with a subform.

You can create a document page if you have two tables that are linked. For example, page 42, Sales Order, has two source tables: Sales Header and Sales Lines. These two tables are linked in a one-to-many relationship and are ideal source tables for the Sales Order page.

The Sales Order document page consists of a series of FastTabs that display customer, invoicing, shipping, and other relevant information. The source table for this information is table 36, Sales Header. The lines that show items associated with each customer are based on table 37, Sales Lines.

In this walkthrough, you will create a sales order document page for Susan, the order processor. This page is essential to Susan’s daily work, because she uses sales orders to create and track all her customer orders from the creation of the first quote to when the order is shipped. This page also contains useful secondary information, such as customer statistics, in FactBoxes to the right of the main content area. For example, a Factbox can be added that is updated every time you select a line.

Expand imageAbout This Walkthrough

Expand imageStory

Expand imageCreating a Document Page

Expand imageAdding a Control to Display Fields from the Sales Header Table

Expand imageAdding a Part Control to Display Sales Lines

Expand imageAdding a FactBox That Is Linked to Lines

Expand imageRunning the Page

Expand imageNext Steps

Expand imageSee Also