Basically, the NCDT Document Text extension is available on all pages where documents are sent to your customer or partner.
After the extension setup is completed, Document Texts created and the extension reports are set up, you can start working with Document Texts.
If you have not set up any texts yet, you can find the guide on the Setup, Document Texts page.
Use automatic Document Texts
With NCDT Document Text you can define texts that are automatically added to selected documents. In the following you will find a step by step guide, based on a sales order, about the procedure to use these automatic Document Text.
After completing the setups and having already created Texts, you can now work with the Document Texts.
For more information, see Setup, Document Text Setup.
Open the Sales Orders page, you will get to the page via Tell me what you want to do? or directly from the Business Central start page if you have assigned the Sales Order Processing role.
Click New to create a new sales order. The Sales Order page opens.
Click in the field Customer Name, the AssistEdit feature list all your customers.
In the list of customers, select the customer for which you want to create the sales order.
If you enter the Customer name and move to another field, the Beginning- and Ending Text fields will be updated. Both fields now show the value Yes, this means that the configured Document Text has been taken and added to the document.
With the AssistEdit feature, you can open the NCDT Document Text Lines page where the text lines are listed, if you want to customize the texts, you can do that in this page.
Create Document Text manually or change them
If you do not want to use the automatic text feature or if you want to change the automatic text, you can do it from the Document Text Lines page. In the following you will find a step by step guide how it works.
Let's suppose that there is a sales order in which no automatic texts have been added, but you want to add a ending text:
Open the Sales Orders page, you can get to the page via How do you want to proceed? or directly from the Business Central home page if you have assigned the Sales Order Processing role.
Click New to create a new sales order. The Sales Order page opens.
Click in the field Customer Name, the AssistEdit feature list all your customers.
In the list of customers, select the customer for which you want to create the sales order.
Via the drill down of the field Ending Text or via the action Ending Text you will get to the page NCDT Document Text Lines.
Now you can start to enter the lines and format them. Click in the field Text in the FastTab Lines the Text Editor will open.
For more information, see Setup, Extended Texts - Formatting texts.
Tip
With the action Insert Placeholder you have the possibility to insert a document field with its value, in the page that is opened, e.g. a direct salutation can be set by entering "Dear Mr. ##Bill-to Contact##," in the document text line. When you print the document, "Dear Mr. Izaak Schröder," will appear.
With the fields Sales Quote, Sales Order, Sales Shipment, Sales Invoice, Sales Proforma Invoice and Sales Draft Invoice you control on which documents the entered text should be added. For example, if you have selected the Sales Invoice field and posted the document using the Post action, you will find the configured text on the Posted Invoice.
When you copy documents, depending on the setup, a window is shown in which you are asked whether and which texts should be copied with the document.
Depending on the setup, the texts are copied automatically, on request or not in the newly created documents. For more information, see Setup, Document Text Setup.
To copy a sales document, proceed as follows:
Open the Sales Orders page, you can get to the page via How do you want to proceed? or directly from the Business Central home page if you have assigned the Sales Order Processing role.
Click New to create a new sales order. The Sales Order page opens.
Click in the field Customer Name, the AssistEdit feature list all your customers.
In the list of customers, select the customer for which you want to create the sales order.
Click on the Copy Document action in the Prepare menu. The Copy Sales Document page opens.
Select the Document Type and the Document No. to be copied. The grayed out fields are filled with the information of the document to be copied and are used for verification.
With the fields Including Header and Recalculate Lines you determine which information should be copied into the new document. Click OK.
If you have set the value On Request in the Copy Documents with Texts field in NCDT Document Text Setup, the prompt Do you want to paste the Document Texts into the copied document? appears. In this window, select the texts to be copied, you can either copy only the beginning or ending texts, only the line texts or both into the new document.
The window closes, you see again the Sales Document with the information of the selected document including the Document Texts.
