Beginning and ending texts are Extended Texts that are automatically inserted before or after the document lines. They appear in sales, purchase, service, or job documents. Use these texts for notes, legal information, or individual messages to your customers.
Note
Basic information on creating extended texts and an overview of all extended text types can be found under Setup, Extended Texts.
Difference Between Beginning Texts and Ending Texts
Beginning texts appear at the beginning of the document, before all lines. They are suitable for:
Greetings and introductions
Validity notes for quotes
General notes about the order
Job descriptions
Ending texts appear at the end of the document, after all lines. They are suitable for:
Legal notes and terms and conditions references
Closing greetings and contact information
How to Set Up Automatic Beginning and Ending Texts
You set up automatic beginning and ending texts on the Standard Text Codes page. There you define which Extended Texts appear in which documents. The selection is based on conditions and document types.
Example 1: Beginning Text for Sales Quotes
In the following example, you create a beginning text for sales quotes. This text is automatically inserted when you use the Extended Text. The text contains, for example, a validity note for the quote.
Field
Value
Text Type
Beginning Text
Description
Validity Note
Document Type
Sales Quote
Text
This quote is valid until ##Quote Valid To Date##
Step-by-Step Guide: Creating the Beginning Text
Open the Standard Text Codes page via search.
Click New to create a new Extended Text.
Enter a Code, for example VALIDITY. This allows you to easily identify the Extended Text later.
Enter a Description, for example Validity Note. The description helps you recognize the purpose of the text.
Select the Beginning Text checkbox.
Click in the Extended Text Exists field or choose the Extended Texts action to go to the overview.
Click New to create a new Extended Text.
On the Extended Text page, you can make all settings for the text.
Enter the Text that should appear on the document. Example: This quote is valid until . Click in the Text field to open the text editor. There you can enter the text or paste it from other programs.
For more information, see Advanced Features, Text Editor and Placeholders.
Optional: In the text editor, you can use placeholders for table fields. This allows you to automatically insert, for example, the quote's valid-to date (##Quote Valid To Date##) or the customer name (##Bill-to Name##).
For more information, see Advanced Features, Text Editor and Placeholders.
On the Sales FastTab, activate the Sales Quote option. This makes the Extended Text available on sales quotes.
Tip
When you select or deselect multiple documents, a query appears asking whether you want to select or deselect all documents. Using the actions Belegfolgefelder deaktivieren and Belegfolgefelder deaktivieren, you can select or deselect all values at once.
Optional: Use the formatting options to customize the text (font type, size, color, paragraph alignment).
For more information, see Advanced Features, Formatting.
Optional: Define additional conditions, for example the language or a validity period. This controls when the Extended Text is automatically inserted.
Save the Extended Text by closing the page. The changes are automatically applied.
Example 2: Ending Text for Sales Documents
A frequently used ending text contains legal notes and a closing greeting. Here's how to create an ending text:
Field
Value
Text Type
Ending Text
Description
General Terms and Conditions
Document Type
Sales Invoice, Sales Order
Text
Our general terms and conditions apply. For more information, visit www.example.com/terms
Thank you for your trust!
Best regards,
Your ##CompanyName## Team
Tip
Teilen Sie die Zeilen auf um später gegebenenfalls die Formatierung pro Zeile anzupassen.
Follow the same steps as in Example 1, but in step 5 select Ending Text instead of Beginning Text and in step 11 activate the desired document types (e.g., Sales Invoice and Sales Order).
Best Practices
Maintain consistency: Use uniform wording for similar documents (e.g., all sales documents).
Keep beginning texts short: Long beginning texts can distract from the essentials. Focus on what's important.
Ending texts for legal notes: Place payment and delivery terms as well as terms and conditions references in ending texts.
Use placeholders: Use placeholders for dynamic content such as date, customer name, or amounts.
Consider multilingual: For international customers, create texts in different languages with corresponding language codes.
Version control: Use validity periods to control different text versions over time.
Frequently Asked Questions
Can I have multiple beginning texts or ending texts in one document?
Yes, you can create multiple Extended Texts of the same type. These are inserted in sequence. Use the sorting sequence to define the order.
How do I manually insert a beginning text or ending text into a document?
Open the document and choose the Beginning Texts or Ending Texts action in the ribbon. There you can select existing Extended Texts or enter new texts directly.
Why doesn't my Extended Text appear in the document?
Check the following points:
Is the correct document type activated?
Does the language code match the document?
Is the current date within the validity period?
Is NAVAX Document Text activated in the Document Text Setup?
Can beginning and ending texts be formatted?
Yes, you can use font type, size, color, and paragraph formatting. Use the formatting options in the Extended Text.
For more information, see Advanced Features, Formatting.
Can I transfer beginning and ending texts from previous documents?
Yes, in the Document Text Setup you can specify whether texts should be transferred when copying documents (options: Always, Never, On Request).
For more information, see Advanced Features, Copy Documents.
Assign meaningful descriptions to make texts easier to find later.
Use formatting sparingly to maintain readability.
Test new texts in a test document before using them productively.
Related information
Setup, Extended Texts An Extended Text is an individually defined text that is either automatically or manually inserted into a document - depending on the selected type and defined conditions. You create Extended Texts on the Standard Text Codes page, which you can find via search in Business Central...
Advanced Features, Text Editor and Placeholders NAVAX Document Text provides a text editor that allows you to easily create and edit extended texts for documents. The editor supports placeholders to insert dynamic content from the respective tables. You can copy pre-formatted texts from other programs and paste them into the text editor...
Advanced Features, Formatting With the formatting functions in NAVAX Document Text, you can design your extended texts professionally and in accordance with corporate identity guidelines. You can adjust font type, size, and color, as well as control paragraph alignment and indentation...
Advanced Features, Copy Documents When you copy documents, a window may appear - depending on the setup - asking whether and which texts should be transferred with the document...
Field Descriptions, Document Header Fields With NAVAX Document Text, you can add beginning and ending texts to all documents in Dynamics 365 Business Central. These texts appear in the document header and are suitable, for example, for greetings, notes, legal information, or individual messages...
Beginning and Ending Texts
