Use Standard Text in Rental Documents

COSMO Text Module offers two types of standard text:

  • Reusable standard text that can be copied to text in master data or Rental documents.
  • Sales-specific standard text that can be automatically applied to Rental documents for all or specific customers.

Both types of standard text can be changed in the master data or Rental document without affecting the original text.

Important

As a reminder, standard sales text that is added in COSMO Rental will also be added in the standard Sales module in Business Central, and vice versa.

Standard Text

This topic provides an overview of creating reusable standard text that can be added to master data or Rental documents.

Notă

Language and date ranges are not considered; all standard text will be available for selection.

To create a standard text

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Standard Text List - Text Module, and then choose the related link.
  2. Choose the New action.
  3. Enter a short description of the text.
  4. In the Header/Footer field, choose if the text will be displayed in the header or the footer of the Rental document.
  5. In the Lines FastTab, enter the text using the basic settings or the Rich Text Editor.
  6. In the Print Mgt. Code field:
    • To print this text on the Rental document, enter a value that is used for printing text.
    • To use this text as a pop-up in the Rental document, enter a value that is used for pop-ups.
    • To print this text and show it as a pop-up, enter a value that is used for both printing and pop-ups.
  7. Close the Text Module Standard Text Card.

To add standard text to master data

  1. Open the customer or item and then choose Related > Customer > Text Module or Related > Item > Text Module.
  2. Choose the New action.
  3. Either enter a Language Code or turn on the All Languages toggle.
  4. On the Related menu, choose Function > Get Standard Text.
  5. In the Text Module List page, choose the needed text and then choose the OK button.

The fields in the General and Lines FastTab are updated based on the standard text. Make any changes as needed.

To add standard text to Rental documents

  1. Open the Rental document.
  2. Open the Header Text, Footer Text, or Line Text.
  3. In the Edit Text page, choose where the text should be added.
  4. On the Actions menu, choose Get Standard Text > Paste Above or Paste Below.
    If there is no existing text, either option is fine.
  5. In the Text Module List page, choose the needed text and then choose the OK button.

The standard text is added where designated. Make any changes as needed.

Standard Sales Text

This topic provides an overview of creating standard sales text that will be automatically added to all Rental documents for all or filtered customers.

To create standard sales text

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Sales Text List - Text Module, and then choose the related link.
  2. Choose the New action.
  3. Either enter a Language Code or turn on the All Languages toggle.
  4. Enter a short description of the text.
  5. If this text is only valid for a specific period, enter it in the Starting Date and Ending Date fields.
  6. In the Header/Footer field, choose if the text will be displayed in the header or the footer of the Rental document.
  7. In the Lines FastTab, enter the text using the basic settings or the Rich Text Editor.
  8. In the Print Mgt. Code field:
    • To print this text on the Rental document, enter a value that is used for printing text.
    • To use this text as a pop-up in the Rental document, enter a value that is used for pop-ups.
    • To print this text and show it as a pop-up, enter a value that is used for both printing and pop-ups.

If this sales text is valid for all customers, nothing else must be done and the page can be closed.

If this sales text needs to be filtered for certain customers, then additional settings are required.

  1. On the Related menu, choose Text Module > Use for.
  2. In the Text Module Usages page, enter the filters necessary for this sales text.
    For more information, see Usages Text.

To view or update standard sales text

  1. Create a Rental document for a customer that will use the standard sales text.
  2. Open the Header Text or Footer Text.

The defined standard sales text is included. Make any changes as needed.

See Also

Text Options

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