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NVXSMS SMS Interface


Provides the base functionality for sending SMS messages.

Current Version: 1.0.5.0 as of Business Central 22.

Manual


Creation date: 2024/12/27
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NVXSMS&L=en


☰ Contents



General

  • App SMS Interface
    This app extends BC with the function to create SMS messages and then send them...

Setup

  • App Setup
    The app is set up via several screens...

Tasks

  • Working with the App
    Before you can send an SMS, some information is mandatory...
  • Pages

    • SMS Account
    • SMS Accounts
    • Assign SMS scenarios
    • SMS Message
    • SMS Error Log
    • SMS Messages
    • SMS Message Lines
    • Phone Country Prefixes
    • Posted SMS Message
    • Posted SMS Messages
    • Posted SMS Message Lines
    • Posted SMS Receiver List
    • SMS Receiver List
    • SMS Scenarios for Account
    • Posted Service Invoice
    • Contacts
    • Sales Order
    • Service Order
    • Service Quote

Appendix

  • Release Notes

Docs  /  NVXSMS SMS Interface  /  General
General

This app extends BC with the function to create SMS messages and then send them.

Docs  /  NVXSMS SMS Interface  /  Setup
App Setup

The app is set up via several screens. The accounts are set up via the SMS Accounts. The scenarios are set via the Scenarios by SMS Accounts page. (Scenario Setup) You can assign telephone prefix codes on the Phone area codes page. Messages can be created manually via the SMS messages page or through custom-implemented page actions. Before sending an SMS, at least one account must exist, defined as the default scenario. In addition, the list Phone Country Prefixes must contain all country codes for the receivers that are to be notified by SMS.

Docs  /  NVXSMS SMS Interface  /  Tasks
Working with the App

Before you can send an SMS, some information is mandatory. First, an SMS Account must be set up correctly, and at least the Default Scenario must be set.

SMS Receivers

All recipients for the SMS can be specified in the SMS recipient list. The maximum permitted quantity is determined by the provider. Each mobile phone number entered in the recipient list receives the message from the SMS message lines. It should be noted that this can lead to several messages being sent at once, depending on the provider and the maximum message length. At least one mobile phone number and the corresponding country code must be entered for sending.

Phone Prefix

If the country code does not yet exist, it can be created in the Phone Country Prefixes list. To do this, link the country code and phone prefix together. On the SMS message page, the list can be opened via the "Show Phone Prefix" button or in the drill-down of the field.

SMS Message Lines

The content of the SMS can be entered in the SMS message lines. If the maximum number of characters per SMS is exceeded, more than one SMS is sent to the recipient, depending on the provider. The SMS can be sent after the message has been created and the recipients have been set up. Sending is done via the "Send SMS" button.

Sending SMS

If an SMS is sent, the appropriate account is selected from the SMS accounts based on the SMS message. A scenario is automatically defined and saved in the message when created. Wenn aus einer Verkaufsrechnung eine SMS erstellt wird, erhält die Nachricht das dazugehörige Szenario. When an SMS is created from a sales invoice, the message receives the associated scenario. For more information about Scenario Setup, click here. When SMS messages are successfully sent, the sent SMS is archived and deleted. Archived messages can be found on the Posted SMS Messages page. If sending an SMS message fails, an entry is created on the SMS Error Log page. All unsent messages can be found here. A short message with the reason is also displayed. An Error will be displayed if the SMS can not be sent to the provider. For more information about Web Messages, click here.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
SMS Account

Fields

NameDescription
Account NameSpecifies the account name.
SMS ProviderSpecifies the provider for the SMS dispatch.

Actions

  • SMS Error Log

    View SMS for the selected account that are either waiting to be sent or could not be sent because something went wrong.
  • SMS Scenarios

    Assign scenarios to the SMS accounts.
  • Set As Default

    Sets the account as the default account to use for undefined scenarios.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
SMS Accounts

Fields

NameDescription
Account NameSpecifies the account name.
Server URLSpecifies the server URL for the SMS provider.
Server PortSpecifies the server port for the server.

Actions

  • SMS Error Log

    View SMS for the selected account that are either waiting to be sent or could not be sent because something went wrong.
  • SMS Scenarios

    Assign scenarios to the SMS accounts.
  • Set As Default

    Sets the account as the default account to use for undefined scenarios.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
Assign SMS scenarios

Fields

NameDescription
Scenarios by SMS AccountsSpecifies the scenarios that are using the SMS account.
DefaultSpecifies whether this is the default account to use for scenarios when no other account is specified.

Actions

  • Assign scenarios

    Assign SMS scenarios for the selected account. When assigned, everyone will use the account for the scenario. For example, if you assign the Sales Order scenario to account A, everyone will use account A to send sales orders.
  • Reassign

    Reassign the selected scenarios to another SMS account.
  • Unassign

    Unassign the selected scenarios. Afterward, the default account will be used to send SMS for the scenarios.
  • Set Extended Text

    Opens the extended text overview for the selected SMS scenario. New text modules can be created, changed, or deleted in the overview.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
SMS Message

Fields

NameDescription
Document No.Specifies the description.
DescriptionSpecifies the document number.

Actions

  • Send SMS

    Send the SMS Message to the Receivers.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
SMS Error Log

Fields

NameDescription
Document No.Specifies the document number.
DescriptionSpecifies the description.
Message No.Specifies the number of the message that was attempted to be sent.
Message Sent atSpecifies the time and date when the SMS was sent.
Status CodeSpecifies the status code from the provider.
Status MessageGSpecifies the status message describing the error. Not all status codes have a status message.
Sender AccountSpecifies the account the SMS was sent with.

Actions

  • Show Original SMS

    Show the original SMS message where this Error was created.
  • Send SMS

    Send the SMS Message to the Receivers.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
SMS Messages

Fields

NameDescription
Document No.Specifies document number.
DescriptionSpecifies the description.
Message No.Specifies the message number.
Anzahl der EmpfängernSpecifies the number of receivers an.
Anzahl der ZeichenSpecifies the number of characters.

Actions

  • Send SMS

    Send the SMS Message to the Receivers.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
SMS Message Lines

Fields

NameDescription
Text MessageSpecifies the content of the SMS message
Line BreakSpecifies if a line break should be inserted after the selected line.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
Phone Country Prefixes

Fields

NameDescription
Country CodeSpecifies the country code to define a phone prefix for.
PrefixSpecifies the phone prefix for the location code.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
Posted SMS Message

Fields

NameDescription
Document No.Specifies document number.
DescriptionSpecifies the description.
Sender AccountSpecifies the account the SMS was sent with.
Message Sent atSpecifies the time and date when the SMS was sent.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
Posted SMS Messages

Fields

NameDescription
Document No.Specifies document number.
DescriptionSpecifies the description.
Message No.Specifies the message number.
No. of ReceiversSpecifies the number of receivers an.
No. of CharactersSpecifies the number of characters.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
Posted Message Line

Fields

NameBeschreibung
Text MessageSpecifies the content of the SMS message.
Line BreakSpecifies if a line break should be inserted after the selected line.

Actions

  • Standard Extended Text

    Select or set up additional text for SMS. Selected extended text can be inserted in the SMS with the OK button.
For more information, see Arbeiten mit der App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
Posted SMS Receiver List

Fields

NameDescription
NameSpecifies the receiver name.
Country PrefixSpecifies the country code with the country prefix of the recipient.
Mobile Phone No.Specifies the mobile phone number of the receiver.
Receiver TypeSpecifies the receiver type for the lookup in the receiver number.
Receiver No.Specifies the receiver number.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
SMS Receiver List

Fields

NameDescription
NameSpecifies the receiver name.
Country PrefixSpecifies the country code with the country prefix of the recipient.
Mobile Phone No.Specifies the mobile phone number of the receiver.
Receiver TypeSpecifies the receiver type for the lookup in the receiver number.
Receiver No.Specifies the receiver number.

Actions

  • Show Phone Prefix

    Opens the country phone prefix list page.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
SMS Scenarios for Account

Fields

NameDescription
Scenarios by SMS accountsSpecifies the scenarios that are using the SMS account.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
Posted Service Invoice

The following fields and actions have been added to the Posted Service Invoice card:

Fields

No of sent SMS MessagesSpecifies the value of the No of sent SMS Messages field.

Actions

  • Send SMS This Function will open a page to write a SMS Message.
  • Linked SMS Messages This Function will show all linked SMS Messages.
  • Posted SMS Messages This Function will show posted SMS Messages.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
Contact List

The following fields have been added to the Contact List page:

Fields

Mobile Phone No.Specifies the contact''s mobile phone number.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
Sales Order

The following fields and actions have been added to the Sales Order card:

Fields

No of sent SMS MessagesSpecifies the value of the No of sent SMS Messages field.

Actions

  • Send SMS This Function will open a page to write a SMS Message.
  • Linked SMS Messages This Function will show all linked SMS Messages.
  • Posted SMS Messages This Function will show posted SMS Messages.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
Service Order

The following fields and actions have been added to the Service Order card:

Fields

No of sent SMS MessagesSpecifies the value of the No of sent SMS Messages field.

Actions

  • Send SMS This Function will open a page to write a SMS Message.
  • Linked SMS Messages This Function will show all linked SMS Messages.
  • Posted SMS Messages This Function will show posted SMS Messages.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Tasks  /  Pages
Service Quote

The following fields and actions have been added to the Service Quote card:

Fields

No of sent SMS MessagesSpecifies the value of the No of sent SMS Messages field.

Actions

  • Send SMS This Function will open a page to write a SMS Message.
  • Linked SMS Messages This Function will show all linked SMS Messages.
  • Posted SMS Messages This Function will show posted SMS Messages.
For more information, see Working with the App.

Docs  /  NVXSMS SMS Interface  /  Appendix
Release Notes

Would you like to know what has changed in the extension?
Below you'll find an overview of the new features and changes made in the updates. Build-Overview in DevOps

NVXSMS 1.0.5.0

as of Business Central 22
2024/11/13
  • Corrections

    • The End Point URL has been changed in Linked Mobility REST API codeunit
    • The online help has been extended

NVXSMS 1.0.4.0

as of Business Central 22
2024/10/02
  • Corrections

    • The field Phone No. has been renamed to Mobile Phone No.
    • The online help has been improved

NVXSMS 1.0.3.0

as of Business Central 22
2024/09/26
  • Corrections

    • Chaged the field document no. to not editable
    • Changed a translation error

NVXSMS 1.0.2.0

as of Business Central 22
2024/09/09
  • Corrections

    • Changed the german caption for the field "No of sent SMS Messages"

NVXSMS 1.0.1.0

as of Business Central 22
2024/08/23
  • Corrections

    • Fixed a Bug where the receiver could have a empty phone number
    • Addad a delayed insert for the receiver table

NVXSMS 1.0.0.0

as of Business Central 22
2024/08/05
  • Initial Version

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