Personalized texts are automatically inserted when you select a customer, vendor, or salesperson/purchaser in a document for which a beginning text or ending text is stored on the master data card.
Automatic Insertion
Texts are automatically inserted when:
A Standard Text Code is stored as beginning text or ending text on the Customer Card, Vendor Card, or Salesperson/Purchaser Card
You select the corresponding business partner in a document
The defined conditions (document type, language, period) are met
Example: Personalized Beginning Text for VIP Customers
Customer
10000 - Adatum Corporation
Standard Text Code
VIP_GREETING
Text Type
Beginning Text
Text
Dear Mr. Smith, as a valued VIP customer, you benefit from our premium conditions.
Step-by-Step Guide: Working with Personalized Texts
This guide shows how personalized texts are automatically inserted in daily work and how you can adjust them if needed.
Open a document, e.g., a Sales Order. You can find this via Tell me what you want to do or directly on the home page.
In the Customer Name field, select a customer for whom a personalized text is set up (e.g., Customer 10000).
The personalized texts are automatically inserted as soon as you leave the field or save the document header.
In the field Beginning Text - current/following documents or Ending Text - current/following documents, the value changes to Yes | Yes or Yes | No.
To see the inserted texts, click on the field Beginning Text - current/following documents or select the action Beginning Text. The Document Text Lines page opens and shows all text lines for this document.
In the Standard Text Code column, you can see the code of the personalized text (e.g., VIP_GREETING).
What happens if I change the customer in the document?
The personalized texts of the previous customer are replaced by the texts of the new customer (if available). If the new customer has no personalized texts, the old texts are removed.
Can general and personalized texts be in the document at the same time?
Yes, you can use both general beginning/ending texts and personalized texts. The Sorting Order in the extended texts determines the order in which they appear.
For more information, see Working with the App, Sorting and Conditions.
Can I use the same personalized text for multiple customers?
Yes, create a Standard Text Code and reference it in the Beginning Text or Ending Text fields on multiple customer cards. This way, multiple customers share the same text.
Troubleshooting
Why does my personalized text appear on all documents?
Most common mistake: In the Standard Text Code, the fields Document Beginning Text or Document Ending Text were enabled. These must NOT be enabled for personalized texts!
Personalized texts are controlled exclusively via the Beginning Text and Ending Text fields on the master data cards (Customer, Vendor, Salesperson/Purchaser). The Document Beginning/Ending Text fields would display the text on all documents.
For more information, see Setup, Personalized Texts.
Problem: Personalized Texts Appear Twice
Cause: Both a personalized text (on the customer card) and a general Standard Text Code with similar content may be active.
Solution: Check the document text lines and remove one of the texts. Alternatively, you can adjust the sorting order.
Problem: Text Appears in Wrong Language
Cause: The language code in the extended text does not match the document language, or a language-specific version is missing.
Solution: Create an extended text for each required language with the corresponding language code on the master data card.
Best Practices
Organizing Personalized Texts
Use consistent naming conventions for Standard Text Codes (e.g., CUST_[Number], SALES_[Abbreviation])
Document in the Description of the Standard Text Code which business partner the text is intended for
Use shared extended texts for multiple business partners with similar requirements
Setup, Personalized Texts Personalized texts are Extended Texts that are specifically created for a particular customer, vendor, or salesperson/purchaser. These texts are automatically used in documents when the corresponding business partner is selected...
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...
Working with the App, Example Scenarios This page provides practical examples for various use cases of NAVAX Document Text. Each scenario shows step-by-step how to set up and use specific features...
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...
Using Personalized Texts
