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.
Note
Basic information about creating Extended Texts and an overview of all Extended Text types can be found under Setup, Extended Texts.
Purpose of Miscellaneous Texts
Miscellaneous texts are suitable for the following master data:
General Business Terms
Payment Terms - e.g., discount notes, payment deadlines, bank details
Service Order Types - e.g., standard notes for different service types
Service Contract Groups - e.g., contract conditions, scope of services
Standard Service Codes - e.g., descriptions for standard services
How to Create Miscellaneous Texts
Example: Extended Text for Payment Terms
This example shows how to create an Extended Text for payment terms. The text is automatically inserted in documents that use these payment terms.
Note
This procedure applies analogously to all other master data that support miscellaneous texts.
Field
Value
Text Type
Payment Terms Text
Payment Terms
1M(8D)
Description
1M(8D)
Text
Payment is due within one month with 8 days discount.
Step-by-Step Guide: Creating Miscellaneous Texts
Open the Payment Terms page via search. Alternatively, you can access it from the Document Text Setup via the action.
Search for the desired term in the list of payment terms and click on it.
In the example: 1M(8D) - 1 Month/2% Discount within 8 Days.
Click in the Standard Text Code field to create a new Extended Text.
The value in the No. field for the Extended Text is automatically taken from the payment terms. This uniquely assigns the Extended Text.
Enter a Description that describes the purpose of the text, for example 1M(8D).
Enter the Text that should appear on the document.
Example: Payment is due within one month with 8 days discount. Click in the Text field to open the text editor. There you can enter the desired text or paste longer texts from other programs.
For more information, see Advanced Features, Text Editor and Placeholders.
Optional: In the text editor, you can use placeholders for table fields. This allows you to automatically insert, for example, the quote date or customer name.
For more information, see Advanced Features, Text Editor and Placeholders.
On the Sales FastTab, activate the Sales Quote option. This makes the Extended Text available on sales quotes.
Tip
When you select or deselect multiple documents, a query appears asking whether you want to select or deselect all documents. Using the actions Disable Sequel Fields and Activate Sequel Fields, you can deselect or select all values at once.
Optional: Define conditions, for example the language, validity period, or document types for which the Extended Text should apply.
Optional: Use the formatting options to customize the text (font type, size, color, paragraph alignment).
For more information, see Advanced Features, Formatting.
Save the Extended Text by closing the page. The changes are automatically applied.
Additional Examples
Extended Text for Shipment Methods
Scenario: Standard shipping via freight forwarder
Shipment Method: FREIGHT
Description: Shipping via Freight Forwarder
Text Content: "Delivery is made to the curb via freight forwarder. Delivery time: 5-7 business days after order confirmation."
Extended Text for Reminder Terms
Scenario: First reminder
Reminder Terms: REMINDER1
Description: First Reminder
Text Content: "Please settle the outstanding amount within 10 days. If you have questions about the invoice, contact us at accounting@example.com."
Extended Text for Service Order Types
Scenario: Maintenance order
Service Order Type: MAINTENANCE
Description: Maintenance Order
Text Content: "Regular maintenance according to maintenance contract. Includes inspection, cleaning, and functional testing."
Accessing Miscellaneous Texts
You can set up miscellaneous texts in two ways:
Via Document Text Setup
Open the Document Text Setup via search in Business Central.
Choose the corresponding action in the Setup area:
Payment Terms
Shipment Methods
Reminder Terms
Finance Charge Terms
Service Order Types
Service Contract Groups
Standard Service Codes
Directly via the Respective Page
Open the respective page via search (e.g., Payment Terms).
Select the desired record.
Click in the Standard Text Code field or use the AssistEdit button.
Best Practices
Consistent wording: Use uniform wording for similar Extended Texts.
Legal review: Have texts with legal relevance (e.g., reminders, finance charge terms) reviewed by your legal department.
Multilingual: Create Extended Texts in all required languages with corresponding language codes.
Currentness: Check regularly whether payment and shipment terms are still current.
Use placeholders: Use placeholders for dynamic content such as amounts or dates.
Create test documents: Test new Extended Texts in test documents before using them productively.
Frequently Asked Questions
How can I use the same text for multiple payment terms?
Create a common Extended Text and use conditions to assign it to multiple payment terms. Alternatively, you can manually store the same text for multiple payment terms.
Where do miscellaneous texts appear in the document?
Miscellaneous texts appear in the document header directly below the respective information. Example: Payment terms texts appear below the Payment Terms field, shipment method texts below Shipment Method, etc. The position is fixed and cannot be changed.
Can I also manually add or remove miscellaneous texts in the document?
Yes, you can manually edit or delete the automatically inserted texts in the document. Changes do not affect the master data.
What happens when I change the payment terms in the document?
When you change the payment terms, the associated Extended Texts are automatically updated, provided the conditions are met.
Use the print preview of the document to check the result.
Related information
Setup, Extended Texts An Extended Text is an individually defined text that is either automatically or manually inserted into a document - depending on the selected type and defined conditions. You create Extended Texts on the Standard Text Codes page, which you can find via search in Business Central...
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...
Field Descriptions, Miscellaneous Texts Miscellaneous texts in NAVAX Document Text allow you to display additional information on documents that is not directly associated with the usual document types such as sales or purchase documents. These texts can be used for various purposes, e.g., for legal notices, special instructions, or individual messages that cannot be captured in the standard fields of the documents...
Miscellaneous Texts
