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Docs  /  App  /  NAVAX Document Text  /  Field Descriptions

 Document Header Fields


2026/07/27 • 4 min. to read
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 assigned salesperson/purchaser for the document. When a document is created, this field is automatically filled with the Salespers./Purch. Code from User Setup for the current User ID (if available). The Job Card is excluded. If a person responsible is set and beginning or ending texts are stored on that salesperson/purchaser card, these texts are automatically added as document 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). 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.

Tip

More frequently asked questions and detailed troubleshooting can be found at For more information, see Working with the App, FAQ and Troubleshooting..

See also


Related information



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