The NCDT Document Text extension can be used to configure and format recurring texts in various areas of Microsoft Business Central, helping you customize your correspondence with your customers.
Beginning and Ending Texts help you to improve the correspondence with your customers or partners, making the documents more personal and professional than the Microsoft Business Central standard provides.
If you have not set up any texts yet, you can find the guide on the Setup, Beginning- and Ending Texts page.
Using the Beginning and Ending Texts, adding on documents
The beginning- and ending texts that have been set up can now be used, depending on which documents you have selected in the FastTabs Sales, Purchase or Service, the texts are automatically inserted when creating the documents. The following section explains the necessary steps, using a sales order as an example, to create documents with the texts.
Open the Sales Order page
Fill in the fields in the sales order header as required
As soon as you leave the field Customer Name, the predefined texts (beginning- and ending texts, payment terms texts, shipping method texts and so on...) will be inserted on the document.
Change or manually add Beginning and Ending Texts
The NCDT Document Text Lines page shows the text lines of the respective document.
You can edit the lines on this page, add new ones or delete lines that are not required.
Via the action Insert text modules you can insert already existing text modules.
Some formatting options for the document text lines are also available.
For more information, see Setup, Extended Texts - Formatting texts.
Text Determination and Sequence
Text Determination
Configured texts are found and inserted on the documents based on the following criterias: first, available texts are searched for based on the document type and the text type (Beginning-/Ending-Text). If any are found, the text lines are constrained based on the language code.
Example:
The text "Dear Customer, thank you for your Order." with the option All languages = yes is created as a Beginning Text, thus ensuring that documents without a stored language code, get this Beginning Text added.
In addition, the text "Dear customer, thank you for your order." with the language code DEA is created, this is automatically added to documents with this language code.
For example, if they create a document for a french customer or a customer without a language code, the beginning text will be added with the option All languages = yes. The texts are now in English.
If you create a document for a customer from Austria the beginning text will be added with the language code DEA.
Text Sorting
It is possible to store texts for debtors. If this is the case and texts are defined as Beginning Texts, these "personal" texts will be added by the customer, after the Beginning Texts, if the sorting sequence no. is not used. With the sorting sequence no. this behaviour can be changed, assign a lower sorting sequence to the texts which are to be put in front.
Example:
Customer 10000 Adatum Corporation has the beginning text "Dear ##Bill-to Name##," (a placeholder is used here For more information, see Tasks, Working with Placeholders.), with the sorting sequence no. 1, stored.
In addition, a beginning text has been created for all sales orders with the text "Thank you for your confidence, we confirm the placed order as follows." with the sorting sequence no. 10.
When a document is now created, the document header will display:
Dear Adatum Corporation,
Thank you for your confidence, we confirm the placed order as follows.
Working with Beginning and Ending Texts
Via the action Insert text modules you can insert already existing text modules.
Some formatting options for the document text lines are also available.
For more information, see Setup, Extended Texts - Formatting texts.
