Text on Documents

Once the text has been assigned to the master data items, it can be used on the documents. In this section, sales and purchase orders are used to describe text in the documents.

Document Text Review

When a customer/vendor is assigned to a document, such as a sales or purchase order, the text assigned to the customer/vendor is transferred to the header/footer text in the document. If the text has been defined with a pop-up, the Text Info page opens to display the header text, footer text, or both.

Note

If the Rich Text Editor Controls are enabled in the Text Module Setup page, the Pop-Up Information page opens instead of the Text Info page.

The text relating to the customer/vendor can be accessed on the Sales/Purchase Order by choosing Order > Header Texts or Footer Texts on the Related menu. In the Edit Text page, existing text can be viewed or edited, or new text can be added.

When an item, resource, or G/L Account is assigned to the line, the text assigned to the item is transferred to the line text in the document. This text can be accessed from the Lines FastTab by choosing Line > Related Information > Line Texts. Similar to the customer/vendor text, this text can be viewed and modified in the Edit Text page.

Edit Text Page

The Edit Text page is used to view or modify existing text or to add new text. This page also includes the Print Code field, which is used to filter the lines by a Print Mgt. Code if multiple lines exist with different codes. The fields in the lines are the same as in the Lines FastTab on the Text Module Card. For more information about these fields, see Specific fields on the Lines FastTab.

The Actions menu on the Edit Text page contains actions for copying and reverting changes to text. Hover over the actions to read a short description.

More information on specific actions

The Undo Changes action reloads the text from the document and removes all changes made since opening the text.

For example, text has been assigned to a customer card. You create a sales order for this customer, open the Edit Text page, and accidentally delete a line. Use the Undo Changes function to revert all changes to the text that existed when the Edit Text page was opened.

Report Text Review

Once the report is ready, it can be printed/emailed or previewed with the assigned text.

Hide/Show Text

To exclude the header, footer, or item text from the document, open the relevant text and delete the value in the Print Mgt. Code field. It can be re-added by filling in the Print Mgt. Code field again.

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