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    Standard Sales Text / Standard Purchase Text

    With the Sales Text functionality, you can enter standard texts to be printed and viewed respectively in sales documents/pages. The Purchase Texts functionality offers you the ability to predefine standard texts to be printed and viewed respectively in purchase documents/pages.

    Standard Sales/Purchase text is created in the Text Module Sales Text Card or Text Module Purchase Text Card page, respectively. These pages are accessed using Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter Text Module Sales Text List or Text Module Purchase Text List, and then choose the related link.

    The setup of standard sales and purchase text is generally the same as for other text with the exception of the usages text, which is described in the following section.

    Usages Text

    Usages text limits for which customer/vendor that Standard Sales/Purchase Text should be copied to a document. Access the Text Module Usages page by choosing Text Module > Use for on the Navigate menu in the Text Module Sales Text Card or Text Module Purchase Text Card.

    In the Use for Type field, you can set limits on several customers/vendors, a whole Country Code, or set filters on fields in the customer/vendor records. In the Use for Code field, the appropriate customers and vendors, respectively, are defined for non-filter entries. The Name field displays the selected customer, vendor, or filter field caption.

    Field Filters

    To set up field filters, the Use for Type field must be set to Customer (Field Filter) or Vendor (Field Filter), respectively. In the Field Filter No. field, select the field number on which the filter is to be set, and in the Field Filter Term field, enter the filter expression.

    For example, to define a text that should be copied for all customers/vendors, insert one entry with Use for Type = Customer (Field Filter) and one entry for Use for Type = Vendor (Field Filter). On each entry, set the Field Filter No. = 1 and Field Filter Term = * (* is a wild card filter).

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