Integration to COSMO Purchase Quote Manager

With the COSMO Text Module integration to COSMO Purchase Quote Manager, header and/or footer text can be added to the PQM page, which will be transferred to the header and/or footer text of the created purchase quotes. Additionally, master data (Standard Texts, G/L Accounts, Items) is transferred to the lines and can be modified or new text can be added.

You can use the Rich Text Editor if it has been enabled in the Text Module Setup Card (see Rich Text Editor).

For detailed setup, configuration and usage information about COSMO Text Module, see the COSMO Text Module Help.

To add header or footer text

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Purchase Quote Managers, and then choose the related link.
  2. Create a PQM or open an existing one.
  3. On the Related menu, choose Purch. Quote Manager > Header Texts or Footer Texts.
  4. To use the Rich Text Editor, enter a small amount of text in the Text field to create a record and then choose the Rich Text Editor or Rich Text Editor (Line Conversion) action (see Text Module Line).
  5. To add text without using the Rich Text Editor:
    1. In the Text field, enter the relevant text.
    2. In the Language Code field, enter the language for the text if necessary.
    3. Select the Italic, Bold, or Underline checkbox to add formatting.
    4. In the Color field, select the color of the text.
  6. If text is to be printed, enter the relevant code in the Print Mgt. Code field.
  7. Fill in additional lines as needed.
  8. Choose the Close button.

To open or add line text

User-defined text from COSMO Text Module can be entered in the PQM lines. Existing text lines that are attached to an item are transferred to the PQM lines when the item is inserted. The transferred lines can be modified without affecting the source text.

  1. On the PQM page, select the line where text exists or needs to be added.
  2. On the Lines FastTab, choose Line Texts.
  3. To use the Rich Text Editor, enter a small amount of text in the Text field to create a record and then choose the Rich Text Editor or Rich Text Editor (Line Conversion) action (see Text Module Line).
  4. To add text without using the Rich Text Editor:
    1. In the Text field, enter the relevant text.
    2. In the Language Code field, enter the language for the text if necessary.
    3. Select the Italic, Bold, or Underline checkbox to add formatting.
    4. In the Color field, select the color of the text.
  5. If text is to be printed, enter the relevant code in the Print Mgt. Code field.
  6. Fill in additional lines as needed.
  7. Choose the Close button.

See Also

COSMO Purchase Quotes Manager


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