Service Contract Groups (e.g., contract conditions)
When Are Miscellaneous Texts Used?
Automatic Insertion: As soon as you select a payment term, shipment method, or other linked setting in a document, the associated texts are automatically inserted.
Manual Adjustment: You can open, edit, or add automatically inserted texts at any time using the AssistEdit function of the respective text field (e.g., Payment Terms Text).
How to Use Miscellaneous Texts in Documents
The configured miscellaneous texts are automatically inserted depending on which documents you have selected in the Sales, Purchase, Service, or Project FastTabs. The following section explains the necessary steps using a sales order as an example.
Example: Payment Terms Text on a Sales Order
Document Type
Sales Order
Payment Terms
1M(8D)
Standard Text Code
1M(8D)
Payment Terms Text
Payment is due within one month with 8 days discount.
Step-by-Step: Automatic Insertion of Miscellaneous Texts
The texts stored in the Standard Text Codes are automatically inserted into documents as soon as you select a linked setting (e.g., payment terms). You determine the document type in the respective FastTab (Sales, Purchase, Service, or Project) of the extended text.
Open the Sales Orders page. You can find it via Tell me what you want to do or directly on the home page if you have the Sales Order Processor role.
Click on the desired sales order in the list. The detail view of the document opens.
Fill in the fields in the sales order header as usual
Select the desired payment terms, e.g.: 1M(8D).
As soon as you leave the Payment Terms Code field, the payment terms texts are inserted
Using the AssistEdit function of the Payment Terms Text field, you can open the Document Text Lines page. There you can see all automatically inserted payment terms texts and adjust them if necessary.
Optional: In the text editor, you can use placeholders for table fields of the document header. This allows you to automatically insert, for example, the Posting Date or the Order Date.
For more information, see Advanced Features, Text Editor and Placeholders.
Optional: Use the formatting options to design the text according to your preferences (font type, size, color, paragraph alignment).
For more information, see Advanced Features, Formatting.
With the fields Sales Quote, Sales Order, Sales Shipment, Sales Invoice, Sales Proforma Invoice, and Sales Draft Invoice, you control on which documents the text should appear. Example: If you select Sales Invoice and post the document, the text appears on the posted invoice.
When you print the document as preview, the document header displays, for example, Payment is due within one month with 8 days discount. below the payment terms.
Step-by-Step: Changing or Manually Inserting Miscellaneous Texts
On the Document Text Lines page, you can see all text lines of the selected document. You can edit these lines, add new ones, or delete them.
Open the Sales Orders page. You can find it via Tell me what you want to do or directly on the home page if you have the Sales Order Processor role.
Click on the desired sales order in the list. The detail view of the document opens.
Click on the Payment Terms Text field, you will go to the Document Text Lines page.
Click in the Text field to open the text editor. Enter the desired text, e.g., Payment is due within one month with 8 days discount. You can also paste longer texts from other programs.
For more information, see Advanced Features, Text Editor and Placeholders.
Note
If the page from which the text editor is called is not editable or is not in edit mode, the text in the editor is also not editable.
Optional: In the text editor, you can use placeholders for table fields. This allows you to automatically insert, for example, the Posting Date or the Order Date.
For more information, see Advanced Features, Text Editor and Placeholders.
Optional: Use the formatting options to customize the text (font type, size, color, alignment).
For more information, see Advanced Features, Formatting.
Select the appropriate fields (Sales Quote, Sales Order, Sales Shipment, Sales Invoice, Proforma Invoice, Draft Invoice). This determines on which documents the text appears. Example: If you select Sales Invoice and post the document, the text appears on the posted invoice.
When you print the document as preview, the document header displays, for example, Payment is due within one month with 8 days discount.
Practical Scenarios
Scenario 1: Payment Terms with Discount Note
Situation: All sales invoices with payment terms "1M(8D)" should contain a note about the discount deduction.
Solution: Set up an extended text for payment terms "1M(8D)" with text such as "We grant 2% discount if paid within 8 days."
Result: As soon as you select payment terms "1M(8D)" in the sales order, the text is automatically inserted.
Scenario 2: Shipment Methods for Export
Situation: Legal notes about Incoterms should appear for shipment method "EXW".
Solution: Create an extended text for shipment method "EXW" with an explanation of the delivery conditions.
Result: The text appears automatically in the document when the shipment method is selected.
Scenario 3: Reminder Notes by Reminder Level
Situation: The first reminder should display a friendly note, the third reminder a legal notice.
Solution: Set up separate extended texts for each reminder level with adjusted wording.
Result: Depending on the reminder level, the appropriate text appears automatically on the reminder.
Scenario 4: Service Order Types with Maintenance Notes
Situation: Service orders of type "Maintenance" should display maintenance notes by default.
Solution: Create an extended text for service order type "Maintenance" with the maintenance notes.
Result: When the service order type is selected, the notes are automatically inserted.
Check texts before posting: Use the print preview to see how the texts appear on the document.
Customer-specific adjustments: You can manually adjust automatically inserted texts for individual documents without changing the master data.
Use multilingualism: Set up extended texts for different languages that are automatically inserted depending on the document language.
For more information, see Working with the App, Sorting and Conditions.
Control follow-up documents: Decide for each text on which follow-up documents it should appear (e.g., only on invoice, not on shipment).
Why are my miscellaneous texts not automatically inserted?
Check the following points:
Is NAVAX Document Text activated in the document text setup?
Is the extended text activated for the correct document type (e.g., Sales Order, Sales Invoice)?
Is the payment term/shipment method etc. correctly linked to the Standard Text Code?
Do the conditions (language, period) match the document?
Can I change automatically inserted miscellaneous texts in the document?
Yes, you can open and edit any automatically inserted text using the AssistEdit function of the text field. Changes only affect this document, not the master data.
Where do miscellaneous texts appear in the document?
Miscellaneous texts appear in the document header, not in the document lines. They are typically placed after the address and before the document lines.
Can multiple miscellaneous texts be in a document at the same time?
Yes, you can have, for example, payment terms texts and shipment method texts in the same document simultaneously. Each text appears in its associated text field.
How do I remove an automatically inserted miscellaneous text?
Open the Document Text Lines via the AssistEdit function of the respective text field and delete the corresponding line. The text is only removed from this document.
Are miscellaneous texts transferred to posted documents?
Yes, if the corresponding follow-up documents are activated in the document text lines (e.g., Sales Invoice). The texts are transferred when posting.
What is the difference between miscellaneous texts and beginning/ending texts?
Miscellaneous texts are linked to specific terms/methods (payment terms, shipment methods, etc.) and are automatically inserted when these are selected. Beginning/ending texts are linked to customers/vendors and appear at the beginning/end of the document.
For more information, see Working with the App, Using Beginning and Ending Texts.
Troubleshooting
Problem: Text appears on wrong document type
Cause: The document types are incorrectly configured in the extended text.
Solution: Open the Standard Text Code and check in the respective FastTab (Sales, Purchase, Service) which document types are activated. Deactivate the unwanted document types.
Problem: Text is empty even though extended text exists
Cause: The text content in the Standard Text Code may be empty or the conditions (language, date) do not match.
Solution: Open the Standard Text Code and check whether text is actually stored. Also check the language setting and validity periods.
Problem: Placeholders are not replaced
Cause: The placeholder is misspelled or the field does not exist in the document header table.
Solution: Check the exact spelling of the placeholder (format: ##FieldName##). Available fields can be found at:
For more information, see Advanced Features, Text Editor and Placeholders.
Problem: Texts appear in wrong language
Cause: The language code in the extended text does not match the document language.
Solution: Create extended texts for each required language and ensure that the language code is set correctly. The document language is taken from the customer/vendor language code.
Best Practices
When to Use Miscellaneous Texts
Use miscellaneous texts for context-dependent information that relates to payment terms/shipment methods, shipping agents, etc.
Use this text type for standardized notes that should be automatically inserted depending on the selected method.
Combine miscellaneous texts with beginning/ending texts and line texts for comprehensive document texts.
Master Data Configuration
Maintain extended texts centrally on the master data cards (payment terms, shipment methods, etc.).
Create language-specific variants for international business partners.
Use meaningful names for Standard Text Codes so that the assignment is clearly recognizable.
Setup, Miscellaneous Texts Miscellaneous texts are Extended Texts that are linked to master data such as payment terms, shipment methods, or service configurations. These texts appear automatically in documents when the corresponding configuration is used in the document...
Working with the App, Sorting and Conditions With the advanced text conditions in NAVAX Document Text, you can flexibly control which texts are used and transferred to your documents. You can specify that certain texts are automatically inserted only for selected languages, within a specific time period, or for specific document types. This ensures that all relevant information always appears correctly and contextually in your sales, purchase, service, and job documents...
Working with the App, Example Scenarios This page provides practical examples for various use cases of NAVAX Document Text. Each scenario shows step-by-step how to set up and use specific features...
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...
Field Descriptions, Standard Text Code Fields Using Standard Text Codes, you can manage Extended Texts for documents in Dynamics 365 Business Central. These codes allow you to store frequently used texts centrally and insert them on documents as needed...
Using Miscellaneous Texts
