NAVAX Document Text

Advanced Extended Texts (beginning/ending/line texts) for sales, purchase and service documents.
AppSource Name: NAVAX Document Text

Current Version:

• 28.4.4.2 as of Business Central 28
• For older BC versions, downgrades are available.

☰ Contents

General

• NAVAX Document Text
  NAVAX Document Text is an extension for Microsoft Dynamics 365 Business Central that allows you to centrally manage individual Extended Texts for sales, purchase, service, and job documents and automatically integrate them into your documents...

Setup

• Document Text Setup
  Before you can use NAVAX Document Text, you must make the basic settings. On this page, you define the most important options...
• 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...
• Beginning and Ending Texts
  Beginning and ending texts are Extended Texts that are automatically inserted before or after the document lines. They appear in sales, purchase, service, or job documents. Use these texts for notes, legal information, or individual messages to your customers...
• 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...
• 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...
• Miscellaneous Texts
  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...

Working with the App

• Using Beginning and Ending Texts
  This page describes how to use, edit, and manage beginning and ending texts in your daily documents...
• Using Personalized Texts
  This page describes how to use, review, and manage personalized texts in your daily documents...
• Using Line Texts
  This page describes how to use, edit, and manage line texts in your daily documents...
• Using Miscellaneous Texts
  This page describes how to use Miscellaneous Texts in your daily documents...
• Manually Inserting Texts
  This page allows you to manually select which texts should be inserted into the current document. This function is useful when you want to add texts to a document afterwards or in a targeted manner...
• 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...
• 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...
• FAQ and Troubleshooting
  Here you will find answers to frequently asked questions about NAVAX Document Text as well as solutions to typical problems...

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...
• 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. As of Business Central 28, Copilot actions are also available in the text editor...
• 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...
• Copy Documents
  NAVAX document texts allows you to copy document texts that have been inserted in documents by using the standard functionality of Microsoft Dynamics 365 Business Central. The feature is integrated into Business Central’s document copy function...
• Report Layout Selection
  The Report Layout Selection window defines which layout should be used when printing a document. For document texts to be printed on A4 documents, the corresponding NAVAX Document Text report layouts must be set up...
• Export/Import
  With the export and import function, you transfer configured Standard Text Codes between different Business Central installations. This enables efficient management of your extended texts and saves time during setup...

Field Descriptions

• Standard Text Code Fields
  Using Standard Text Codes, you can manage Extended Texts for documents in Dynamics 365 Business Central. These codes allow you to store frequently used texts centrally and insert them on documents as needed...
• Extended Texts
  Extended texts are individually defined texts that can be automatically inserted into documents. You create extended texts on the Standard Text Codes page, which you can easily find via search...
• Document Header Fields
  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...
• Personalized Texts
  The fields for personalized texts allow you to store Extended Texts specifically for a particular customer, vendor, or salesperson/purchaser...
• Document Lines Fields
  In all documents in Dynamics 365 Business Central, you can add line texts. This lets you print additional information directly below the respective document line. Line texts are suitable, for example, for product information, notes, or legal information...
• Line Positions on Master Data Cards
  NAVAX Document Text allows you to link Extended Texts directly to master data such as items, resources, G/L accounts, or service items. These texts appear automatically as line texts below the respective line when you use the corresponding item, resource, G/L account, or service item in a document...
• 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...
• Document Text Line Fields
  Document text lines are created automatically as soon as you use texts via NAVAX Document Text in documents. These lines contain the actual content that is displayed on the respective documents. They allow flexible design of the document texts, e.g., through formatting such as bold, italic, colors, or individual fonts and sizes. The text lines can be used for different document types and customized individually...
• Field List
  The field list provides you with an overview of all fields that can be selected from the chosen tables in document texts or extended texts to be used as placeholders...

Information for Developers

• Extending Documents
  NAVAX Document Texts provides a set of standard documents that contain the Document Texts and can be used without customization. If this is not sufficient for your company or your documents need to be customized, you can also use NAVAX Document Texts on your own documents...
• Extending NAVAX Document Text
  This page contains the available events of the app NAVAX Document Text together with their parameters and the same structure used previously...
• Events

Appendix

• NAVAX License Management
  The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...
• Installation Notes
• Release Notes