Text on Documents
Once the text has been assigned to the master data items, it can be used on the documents. In this section, the sales order is used to review text setup and the Order Confirmation report is used to preview the document text.
Document Text Review
When a document, such as a sales order, is assigned to a customer that has been assigned text with a pop-up, the Text Info page opens to display the header text, the footer text, or both.
The text relating to the customer can be accessed on the Sales Order by choosing Order > Header Texts or Footer Texts on the Navigate menu. In the Edit Text page, existing text can be viewed or edited, or new text can be added.
Pop-up pages can also open when items with text are added to a document.
On the Lines FastTab, choose Line > Line Texts to access the assigned item-related text. Similar to the customer text, the item 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. When using this function, all changes are reverted to the text that existed when the Edit Text page was opened.
Report Text Review
Once the report is ready, it can be printed or previewed with the assigned text.
To remove 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.