With NAVAX Document Text, you can add beginning and ending texts to all documents in Dynamics 365 Business Central. These texts appear in the document header and are suitable, for example, for greetings, notes, legal information, or individual messages.
Beginning and ending texts can be inserted automatically or manually. They are flexible in design: use formatting such as bold, italic, colors, or custom fonts and sizes.
The texts are available for various document types and can be customized. For example, you can define different beginning texts for sales and purchase documents or use ending texts for service orders.
For more information, see Working with the App, Using Beginning and Ending Texts.
Fields
The following fields are added by NAVAX Document Text to sales, purchase, service, and project documents:
Field
Description
Beginning Text - current/following documents
Indicates whether a beginning text has been selected for the document or the subsequent documents (e.g., when posting). The DrillDown function opens the list of texts.
Ending Text - current/following documents
Indicates whether an ending text has been selected for the document or the subsequent documents (e.g., when posting). The DrillDown function opens the list of texts.
Payment Terms Text
Indicates whether a payment terms text has been selected for the document or the subsequent documents (e.g., when posting). The DrillDown function opens the list of texts.
Shipment Method Text
Indicates whether a shipment method text has been selected for the document or the subsequent documents (e.g., when posting). The DrillDown function opens the list of texts.
Fin. Charge Terms Text
Specifies whether a financial charge terms text has been selected for the document. The DrillDown function opens the list of texts.
Document Text Date
Reference date for time-controlled texts (Starting Date/Ending Date). This date is used for validity checks and can be adjusted per document (default: Work Date).
Person Responsible
Specifies the person who is responsible for this business case.
Document Text Date
Reference date for time-controlled texts (Starting Date/Ending Date). This date is used for validity checks and can be adjusted per document (default: Work Date).
For more information, see Working with the App, Sorting and Conditions.
Service documents, Fields
The following fields are relevant for service documents:
Service Order Type Text
Specifies whether a service order type text has been selected for the document. The DrillDown function opens the list of texts.
Service Contract Group Text
Indicates whether a service contract group text has been selected for the document. The DrillDown function opens the list of texts.
Actions
Beginning texts
This action opens the list of configured beginning texts that should be printed for the vendor on documents.
Ending texts
This action opens the list of configured ending texts that should be printed for the vendor on documents.
Insert/Update Document Texts
Opens a dialog in which you can manually insert or update document texts (e.g., beginning texts, ending texts, payment terms texts, shipment method texts). You can select which types of texts should be applied and whether existing texts should be overwritten or retained.
For more information, see Working with the App, Manually Inserting Texts.
Tip
This action is particularly useful if the automatic insertion of document texts does not work as expected.
Practical notes
Miscellaneous Text Fields
The fields Payment Terms Text, Shipment Method Text, Fin. Charge Terms Text, Service Order Type Text, and Service Contract Group Text are informational fields. They indicate whether a text module is assigned for the corresponding setting (e.g., payment terms). These texts are automatically inserted when the respective condition is selected in the document.
For more information, see Setup, Miscellaneous Texts.
DrillDown Function
Click on a field with a Yes/No value to go directly to the overview of the assigned texts. There you can edit, add, or delete texts.
Setup, Beginning and Ending Texts Beginning and ending texts are Extended Texts that are automatically inserted before or after the document lines. They appear in sales, purchase, service, or job documents. Use these texts for notes, legal information, or individual messages to your customers...
Setup, Miscellaneous Texts Miscellaneous texts are Extended Texts that are linked to master data such as payment terms, shipment methods, or service configurations. These texts appear automatically in documents when the corresponding configuration is used in the document...
Working with the App, Manually Inserting Texts This page allows you to manually select which texts should be inserted into the current document. This function is useful when you want to add texts to a document afterwards or in a targeted manner...
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...
Advanced Features, Text Editor and Placeholders NAVAX Document Text provides a text editor that allows you to easily create and edit extended texts for documents. The editor supports placeholders to insert dynamic content from the respective tables. You can copy pre-formatted texts from other programs and paste them into the text editor...
Advanced Features, Formatting With the formatting functions in NAVAX Document Text, you can design your extended texts professionally and in accordance with corporate identity guidelines. You can adjust font type, size, and color, as well as control paragraph alignment and indentation...
Document Header Fields
