With NAVAX Document Text, recurring texts can be configured and formatted in various areas of Microsoft Business Central to help you customize correspondence with your customers. Standard texts can be defined as general beginning and ending texts. These texts will be used on all documents you have selected.
On the customer and vendor card, you can assign personalized beginning and ending texts.
Note
When a document is created and a text is set up for a customer/vendor, it is inserted after the general beginning and ending texts.
Tip
If you want to create e.g. salutations for a customer/vendor, it is recommended to use the field Sorting order to control the order on the document, the order is chronological from the lowest to the highest number. So if you give the general texts a higher sort order than the texts on the customer/vendor, the personalized texts will be placed before.
Standard Text Codes Fields
Doc. Beginning Text
Specifies that the text is an automatic beginning text.
Doc. Ending Text
Specifies that the text is an automatic ending text.
Extended Text Exists
Specifies that a extended text exists and has been configured.
Standard Text Codes Actions
Import
The import function allows you to import the standard text codes and their extended texts as well as all settings. This can be helpful if you have previously created texts in your sandbox or in another database and want to transfer them to the productive database.
Export
The export function allows you to export the standard text codes and their extended texts as well as all settings. This can be helpful if you want to transfer existing texts from your database to your sandbox or another database.
Customer/Vendor Fields
Beginning Text
Specifies the Standard Text Code of the extended text to be used as automatic Beginning Text for customers/vendors on documents.
Ending Text
Specifies the Standard Text Code of the extended text to be used as automatic Ending Text for customers/vendors on documents.
Important
If you create beginning- or ending texts for customers or vendors, you must not activate the Beginning Text and Ending Text fields on the Standard Text Codes page, otherwise they will be recognized as general beginning- or ending texts and thus inserted for all documents, regardless of the selected customer/vendor.
Reminder Terms Fields
Beginning Text
Specifies the Standard Text Code of the extended text to be used as the automatic beginning text of the Reminder Terms on documents.
Ending Text
Specifies the Standard Text Code of the extended text to be used as the automatic ending text of the Reminder Terms on documents.
Note
If you disable the NAVAX Document Text extension by unchecking the Document Texts Activated field in the Document Text Setup, the Beginning and Ending Texts fields are no longer shown on the page. The default Microsoft 365 Business Central logic will then be taken and Beginning Text and Ending Text actions will be shown.
From that moment, texts from the Reminder Text table will be inserted in reminders.
Setup, Extended Texts You can extend the description for items, inventory data, G/L accounts, and resources by adding additional lines as extended text. You can also set conditions for the use of the additional lines...
Beginning and Ending Texts
