NAVAX document texts allows you to copy document texts that have been inserted in documents by using the standard functionality of Microsoft Dynamics 365 Business Central. The feature is integrated into Business Central’s document copy function.
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 copied. Click OK.
By activating the Include Document Texts option, you can choose whether the document texts should also be copied to the new document. If you do not activate this option, no document texts are carried over.
After completion, you will see the new sales document with all transferred information and texts.
Frequently Asked Questions
Are personalized texts and formatting copied?
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 ##Customer Name##, the new customer is inserted automatically.
Copy Documents
