When you copy documents, a window may appear - depending on the setup - asking whether and which texts should be transferred with the document.
Depending on the configuration, texts are either automatically transferred, transferred on request, or not transferred at all to the new documents.
For more information, see Setup, Document Text Setup.
How to Copy a Sales Document
Example: Extended Text for a Beginning Text with Document Validity
Field
Value
Document Type - Old
Sales Invoice Header
Document Type - New
Sales Header
Field Name
Quote Valid Until Date
Step-by-Step Guide: Copying a Document
Open the Sales Orders page. You can reach this via Tell me what you want to do or directly from the Business Central home page if you have the Sales Order Processor role.
Click New to create a new sales order. The Sales Order page opens.
Click in the Customer Name field. The AssistEdit function displays all customers.
Select the desired customer from the list.
Click the Copy Document action in the Prepare menu. The Copy Sales Document page opens.
Select the Document Type to copy (Sales Invoice) and Document No.. The grayed-out fields are automatically filled with the data of the selected document and serve as a control.
Use the Include Header and Recalculate Lines fields to specify which information should be transferred. Click OK.
If the value On Request is set in the Document Text Setup in the Copy Documents with Texts field, the query Do you want to insert the document texts into the copied document? appears. Select whether you want to transfer beginning and ending texts, line texts, or both.
Upon completion, you will see the new sales document with all transferred information and texts.
Options
The following options are available:
Beginning/Ending Texts
Specifies whether existing beginning and ending texts should also be inserted into the new document.
Line Texts
Specifies whether existing line texts should also be inserted into the new document.
Frequently Asked Questions
The prompt to copy texts does not appear—why?
In the Document Text Setup, the option Copy Documents with Texts is set to Always or Never. Change the setting to On Request if you want to decide for each copy operation.
For more information, see Setup, Document Text Setup.
What happens to extended texts with document-type conditions?
Extended texts with conditions are automatically re-evaluated. An extended text with the condition "Document Type = Quote" will not be displayed when you copy to a sales order unless a corresponding extended text exists for orders.
For more information, see Working with the App, Sorting and Conditions.
Are personalized texts and formatting carried over?
Yes, if you activate the corresponding option, personalized texts (e.g., customer-specific salutations) and all formatting (bold, italic, colors, font size) are copied 1:1. For placeholders such as e.g. ##Customer Name##, the new customer is inserted automatically.
Setup, Document Text Setup Before you can use NAVAX Document Text, you must make the basic settings. On this page, you define the most important options...
Working with the App, Sorting and Conditions With the advanced text conditions in NAVAX Document Text, you can flexibly control which texts are used and transferred to your documents. You can specify that certain texts are automatically inserted only for selected languages, within a specific time period, or for specific document types. This ensures that all relevant information always appears correctly and contextually in your sales, purchase, service, and job documents...
Copy Documents
