Use Text in Rental Documents

Once the initial setup has been completed, you can add text to the master data to be included in the Rental documents for printing or information pop-up windows or both.

This topic provides an overview of adding text to a rental customer and item that can be used in the Rental Contract.

Assign text to rental customer

  1. Open the Rental Customer that needs text.
  2. On the Related menu, choose Related > Text Module.
  3. Choose the New action.
  4. Either enter a Language Code or turn on the All Languages toggle.
  5. Enter a short description of the text.
  6. In the Header/Footer field, choose if the text will be displayed in the header or the footer of the Rental document.
  7. If this text is only valid for a specific period, enter it in the Starting Date and Ending Date fields.
  8. In the Lines FastTab, enter the text using the basic settings or the Rich Text Editor.
  9. 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.
  10. Close the Text Module Card.

Assign text to rental item

  1. Open the Rental Item/Machine that needs text.
  2. On the Related menu, choose Related > Item > Text Module.
  3. Choose the New action.
  4. Either enter a Language Code or turn on the All Languages toggle.
  5. Enter a short description of the text.
  6. If this text is only valid for a specific period, enter it in the Starting Date and Ending Date fields.
  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.
  9. Close the Text Module Card.

Create a rental contract with text

  1. Create a rental contract for the customer.
  2. If the print management code was configured to show pop-ups for sales headers, then a pop-up window will open with the text when the customer is entered. Otherwise, you can view the text by choosing Documents > Header Texts or Footer Texts on the Related menu.
  3. Enter the rental item.
  4. If the print management code was configured to show pop-ups for sales lines, then a pop-up window will open with the text when the item is entered. Otherwise, you can view the text by choosing Line > Related Information > Line Texts on the Lines FastTab.
  5. On the Print/Send menu, choose Print > Preview to view the text in the Rental Contract document.

To edit text or prevent printing

  • To edit the customer text, open the Header Text or Footer Text and make any changes as needed.
  • To edit the item text, open the Line Texts and make any changes as needed.
  • To add new text, open the customer or line text and enter the new text. Be sure to add a Print Mgt. Code if it needs to be printed.
  • To prevent any of the text from printing in the documents, clear the Print Mgt. Code field on the header, footer, or line text.

See Also

Text Options

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