Master Data Setup

Depending on the master data, different text can be assigned. For example, on customers and vendors, header and footer data can be assigned; on items, single text can be assigned, which means the text is printed below the item description – similar to extended text in standard Microsoft Dynamics 365 Business Central.

Text Module Card

The setup of text is managed in the Text Module Card page. Initially, the text is entered in this page and then viewed/modified from the individual documents.

In this section, the Text Module Card page is described.

Specific fields on the General FastTab

The General FastTab identifies the type of text, languages, and length of usage.

The Language Code field indicates in which language the text is displayed.

Note

If Language Codes are defined on the customer card, then fill in the Language Code field and/or turn on the All Languages toggle on the Text Module Card. Changes cannot be made to the Language Code field after other fields are populated.

The All Languages field determines if the text is to be used independently from the language code of the vendor or customer if no other text was detected using the current language code.

For example, header text is created in English (ENG) and German (DEU). This text will be displayed only on documents for customers/vendors that have either language code. To make the text available for all customers/vendors in one of the languages, for example, ENG, then the Text Module Card should be set up with Language Code = ENG and All Languages = Yes. Therefore, the ENG text will be available for a customer/vendor with Language Code = ESP.

Specific fields on the Lines FastTab

Italic / Bold / Underline / Color

Formatting options that determine how the text appears on reports and documents.

Note

When multiple text lines are entered, the formatting from the above line is copied to the next line.

Print Mgt. Code

Determines if the text will be displayed on reports or in pop-up pages on documents. Leave this field empty to exclude the text from reports and pop-up pages.

Multiple lines can be added to the Text Module Card with different print management codes. Therefore, multiple lines of text can be entered, for example, on an Item Card with some text assigned to codes for sales documents and others assigned to codes for purchase documents. The relevant text will be displayed in the relevant documents: sales text will be displayed only on header/footer text for sales documents, and so on.

Note

When multiple text lines are entered, the code from the above line is copied to the next line.

Tip

The fields in the Lines FastTab are the same fields used in the Edit Text page.

The Related menu contains the Get Standard Text action. This action is used to bring standard text into the Text Module Card. For more information about using the Standard Text functionality, see Standard Texts.

Master Data (Customer) Header and Footer Text Setup

When text is assigned to master data, such as a customer or vendor, it can be displayed on a printed document as a header or footer. Header text is before the body of the document and Footer text is at the end – similar to stationary/letter text.

Access the Text Module Card from the Customer Card by choosing Customer > Text Module on the Related menu.

Master Data (Item) Text Setup

When text is assigned to master data, such as an item, it can be displayed on a printed document. As opposed to customer or vendor text, item text does not distinguish between header and footer text.

Access the Text Module Card from the Item Card by choosing Item > Text Module on the Related menu.

Feedback

Submit feedback for this page.