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.
Person Responsible
Specifies the person who is responsible for this business case.
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.
Practical notes
Field "Line Texts"
The Line Texts field shows Yes/No to indicate whether line texts exist for this document line. Click the field (DrillDown) to open and edit the list of line texts.
Automatic line texts
Line texts can be inserted automatically from:
Item text modules: Texts linked directly to the item
Item attributes: Product properties such as material, color, size
Standard text modules: General texts with conditions (language, period, document type)
Setup, Line Texts Line texts are Extended Texts that are directly linked to master data such as items, resources, G/L accounts, or service items. The text appears automatically as line text below the respective line when you use the corresponding master data record in a document...
Advanced Features, Item Attributes NAVAX Document Text extends the Business Central standard functionality for item attributes by automatically transferring them as document text lines to your documents. This allows important product properties such as material, color, size, or technical specifications to appear directly on quotes, orders, and invoices...
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
