NCDT Document Text

Manual

☰ Contents

General

• NCDT Document Text
  Welcome to NCDT Document Text - your solution for efficient management of additional texts in Microsoft Dynamics 365 Business Central! With NCDT Document Text, you can easily store and utilize supplementary texts for sales, purchase, and service documents in various areas...

Setup

• Document Text Setup
  Before you can fully leverage the full range of capabilities of NCDT Document Text, it is crucial to set up the basic functionality...
• Beginning and Ending Texts
  With NCDT Document Text, recurring texts can be configured and formatted in various areas of Microsoft Business Central to help you customize correspondence with your customers...
• Line Texts
  Line texts are used in all areas of Business Central. For example, when you create an item, you can use it to provide more details about that item. When you create a line with this item in a document, the texts are then inserted as line texts...
• Miscellaneous Texts
  Miscellaneous Texts are texts that are assigned to methods or terms, such as payment terms texts or delivery terms texts...
• 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...
• Report Layout Selection
  In the Report Layout Selection you can specify which layout should be used when printing a document...
• Export/Import of Standard Text Codes
  The following page explains how to export/import previously configured standard text codes. The function is designed to help you move the settings you have already made from an old Business Central, to the system you are currently running...

Tasks

• Working with Document Texts
  Basically, the NCDT Document Text extension is available on all pages where documents are sent to your customer or partner...
• Working with Beginning and Ending Texts
  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...
• Working with Line Texts
  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...
• Working with Miscellaneous Texts
  Miscellaneous Texts are described as all texts except beginning and endinig texts and line texts. These texts can be found in terms and conditions, including payment terms, shipment methods, reminder terms, finance charge terms, service order types and service contract types...
• Working with the Text Editor
  In NCDT Document Text the texts are captured and edited via an editor. This helps you to create texts directly with the correct paragraph formatting...
• Working with Placeholder
  In the extension NCDT Document Text, placeholders enable dynamic and personalized design of your documents...

Appendix

• NAVAX License Management
  The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...
• Information for Developers
  NCDT Document Texts provides a set of standard documents that contain the Document Texts and can be used without customization. If this is not sufficient for your company or your documents need to be customized, you can also use NCDT Document Texts on your own documents...
• Installation Notes
• Release Notes

Docs  /  NCDT Document Text  /  General
 General

Navigation

Tell me what you want to do

Installation Notes

Docs  /  NCDT Document Text  /  Setup
 Document Text Setup

General, Fields

Document Texts Activated	Specifies whether the NCDT Document Text extension is activated and should automatically insert the configured document texts when a document is created. If this field is activated, the NCDT Document Text extension will handle the insertion of document texts. If it is deactivated, the standard feature for extended text in Business Central will be used instead.
Copy Document with Texts	Das Feld Belege mit Texten kopieren ermöglicht es Ihnen, Belege zusammen mit den zugehörigen Texten zu kopieren. Wenn diese Option aktiviert ist, werden alle Texte, die mit dem Originalbeleg verknüpft sind, ebenfalls in den kopierten Beleg übernommen. Dies ist besonders nützlich, wenn Sie komplexe oder umfangreiche Belege erstellen und sicherstellen möchten, dass alle relevanten Informationen und Anmerkungen auf den neuen Beleg übertragen werden. Durch diese Funktion sparen Sie Zeit und minimieren das Risiko von Informationsverlusten, während Sie gleichzeitig die Konsistenz und Genauigkeit Ihrer Dokumente sicherstellen.
Copy Documents with Texts	The Copy Documents with Texts field allows you to copy documents along with their associated texts. When this option is enabled, all texts linked to the original document will also be copied to the new document. This is particularly useful when creating complex or extensive documents and you want to ensure that all relevant information and annotations are transferred to the new document. This feature saves time and minimizes the risk of information loss while ensuring the consistency and accuracy of your documents.
Print Item Attribute	The field Print Item Attribute specifies whether existing item attribute texts should also be printed on documents. Item attributes allow the definition of various characteristics or properties for items, with the possibility of setting different translations for these attributes. If this option is enabled, the corresponding item attribute texts will be printed on the documents in the selected language. This allows you to present the detailed properties of an item in different languages directly on the documents, facilitating communication with customers, suppliers, or internal users and enhancing usability. For more information, see Work with item attributes

Actions

• Standard Text Codes

  The action opens the Standard Text Codes page where you can define and set up general texts that can be used in different areas.

• Payment Terms

  Sets up the extended texts for payment terms that will be inserted on the payment terms for your customers.

• Shipment Methods

  Sets up the extended texts for shipment methods to be inserted on delivery bills for your customers.

• Reminder Terms

  Set up extended texts for reminder terms to be inserted on reminders.

• Fin. Charge Terms

  Set up extended texts for finance charge terms to be inserted on the documents in case of late payment by the customer."

• Service Order Types

  The extended texts for service order types are set up here, that can be inserted on service orders, service contracts or contract quotations.

• Service Contract Group

  The extended texts for service contract groups are set up here, that can be inserted on service orders, service contracts or contract quotations.

• Standard Service Codes

  The extended texts for standard service codes are set up here, that can be inserted on service orders, service contracts or contract quotations.

System, Actions

• NAVAX License Management

  Opens the NAVAX License Management which displays the current license status of the NAVAX extensions. For more information, see Appendix, NAVAX License Management.

Docs  /  NCDT Document Text  /  Setup
 Beginning and Ending Texts

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.

Set up Extended Texts

Docs  /  NCDT Document Text  /  Setup
 Line Texts

• G/L Account
• Item
• Item Attribute
• Ressource
• Service Item
• Standard Service Code

Set up Extended Texts

Docs  /  NCDT Document Text  /  Setup
 Miscellaneous Texts

• Payment Terms
• Shipment Methods
• Finance Charge Terms
• Service Order Types
• Service Contract Groups

Set up Extended Texts

Docs  /  NCDT Document Text  /  Setup
 Extended Text

Steps for creating extended texts

1. Open the page Standard Text Codes, you will find the page via Tell me what you want to do?
2. Click on New
3. In the Code field, enter a code for the standard text, e.g.: PAY
4. In the Description field, enter a meaningful description to identify the standard text, e.g.: Text for payment terms.
5. The Beginning Text or Ending Text fields define the position of the Extended Texts.
6. In the next step, the Ext. Text Exists field takes you to the overview of the Extended Text List, where the text lines are configured.
7. Click on New to create a new extended text or select an existing extended text. The Extended Text page opens.
8. The Language Code field can be used to control the language of the documents for which the extended text is to be applied.

   Tip

   If you leave this field empty, the extended text is applied to all languages, the All Language Codes field is activated.
9. In the field Description specify again a meaningful description.
10. The field Sorting Sequence No. is used to sort the extended text if there is more than one, here you can enter the sequence number.
11. The Starting Date and Ending Date fields are used to restrict the period in which the extended text is to be inserted on documents. In this way, texts can be set up on documents that are only to be inserted during the Christmas period or in offer periods, for example.
12. In the FastTab Lines the extended text lines can be entered and formatted. For more information on formatting options, see the Formatting texts section below.

Actions

• Copy Extended Text

  With this action you can copy the lines of an already existing extended text into the current text module.

• Disable Sequel Fields

  With this action you can disable all sequel fields.

• Enable Sequel Fields

  With this action you can enable all sequel fields.

Docs  /  NCDT Document Text  /  Setup
 Report Layout Selection

Verwaltung von Berichts- und Beleg-Layouts

Docs  /  NCDT Document Text  /  Setup
 Export/Import of Standard Text Codes

Steps to Export Existing Standard Text Codes

1. Open the Standard Text Codes page, you can use the Tell me what you want to do? function for this.
2. In the page that will open you can find the overview of the existing standard text codes, click on Actions > Export.
3. Next, Export collects all Standard Text Codes and their Extended Texts and creates an XML file that will be downloaded to your system.
.
4. After that, open your Download folder to find the file.

Steps to Import Previously Exported Standard Text Codes

1. Open the Standard Text Codes page, you can use the Tell me what you want to do? to do this.
2. In the page that opens you will find the overview of the existing standard text codes, click on Actions > Import.
3. Next, select the file you want to import and click click here to browse to browse.

   Note

   Alternatively, you can drag and drop the file into the window. To do this, just drag the file into the blue frame.
.
4. The file will be imported.
5. Next, a window appears where you can decide how to proceed with the imported records. The following options are available:
   • Create only new records. This option creates only new records.
   • Create new records & overwrite existing records Overwrites or updates the existing records.
   • Create new records & update existing records (keep settings). If this option is selected, the settings (e.g. pre-text, post-text, language, line formatting, etc.) for the individual records will not be lost by the update.
6. When you confirm with OK the import will start with the selected options.

Docs  /  NCDT Document Text  /  Tasks
 Working with Document Texts

Use automatic Document Texts

1. After completing the setups and having already created Texts, you can now work with the Document Texts. For more information, see Setup, Document Text Setup.
2. Open the Sales Orders page, you will get to the page via Tell me what you want to do? or directly from the Business Central start page if you have assigned the Sales Order Processing role.
3. Click New to create a new sales order. The Sales Order page opens.
4. Click in the field Customer Name, the AssistEdit feature list all your customers.
5. In the list of customers, select the customer for which you want to create the sales order.
6. If you enter the Customer name and move to another field, the Beginning- and Ending Text fields will be updated. Both fields now show the value Yes, this means that the configured Document Text has been taken and added to the document.
7. With the AssistEdit feature, you can open the NCDT Document Text Lines page where the text lines are listed, if you want to customize the texts, you can do that in this page.

Create Document Text manually or change them

1. Open the Sales Orders page, you can get to the page via How do you want to proceed? or directly from the Business Central home page if you have assigned the Sales Order Processing role.
2. Click New to create a new sales order. The Sales Order page opens.
3. Click in the field Customer Name, the AssistEdit feature list all your customers.
4. In the list of customers, select the customer for which you want to create the sales order.
5. Via the drill down of the field Ending Text or via the action Ending Text you will get to the page NCDT Document Text Lines.
6. Now you can start to enter the lines and format them. Click in the field Text in the FastTab Lines the Text Editor will open. For more information, see Setup, Extended Texts - Formatting texts.

   Tip

   With the action Insert Placeholder you have the possibility to insert a document field with its value, in the page that is opened, e.g. a direct salutation can be set by entering "Dear Mr. ##Bill-to Contact##," in the document text line. When you print the document, "Dear Mr. Izaak Schröder," will appear.
7. With the fields Sales Quote, Sales Order, Sales Shipment, Sales Invoice, Sales Proforma Invoice and Sales Draft Invoice you control on which documents the entered text should be added. For example, if you have selected the Sales Invoice field and posted the document using the Post action, you will find the configured text on the Posted Invoice.

Working with Beginning and Ending Texts

Working with Line Texts

Working with Miscellaneous Texts

Copy Documents with Texts

1. Open the Sales Orders page, you can get to the page via How do you want to proceed? or directly from the Business Central home page if you have assigned the Sales Order Processing role.
2. Click New to create a new sales order. The Sales Order page opens.
3. Click in the field Customer Name, the AssistEdit feature list all your customers.
4. In the list of customers, select the customer for which you want to create the sales order.
5. Click on the Copy Document action in the Prepare menu. The Copy Sales Document page opens.
6. Select the Document Type and the Document No. to be copied. The grayed out fields are filled with the information of the document to be copied and are used for verification.
7. With the fields Including Header and Recalculate Lines you determine which information should be copied into the new document. Click OK.
8. If you have set the value On Request in the Copy Documents with Texts field in NCDT Document Text Setup, the prompt Do you want to paste the Document Texts into the copied document? appears. In this window, select the texts to be copied, you can either copy only the beginning or ending texts, only the line texts or both into the new document.
9. The window closes, you see again the Sales Document with the information of the selected document including the Document Texts.

Docs  /  NCDT Document Text  /  Tasks
 Working with Beginning and Ending Texts

Using the Beginning and Ending Texts, adding on documents

1. Open the Sales Order page
2. Fill in the fields in the sales order header as required
3. 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

Text Determination and Sequence

Text Determination

Text Sorting

Docs  /  NCDT Document Text  /  Tasks
 Working with Line Texts

Steps for using line texts using the example of a Sales Order

1. Open the Sales Orderpage.
2. Fill in the fields in the Sales Header as required.
3. Create a line with an item on which you have placed an Extended Text.

   Note

   The field Automatic Ext. Texts indicates that a text module is stored and automatically inserted into the selected documents.
4. Once you leave the No. field, the line texts are inserted on the document.

Change or manually adding line texts

Actions

• Insert Extended Text

  This action can be used to select standard texts and insert them into the lines.

Docs  /  NCDT Document Text  /  Tasks
 Working with Miscellaneous Texts

Use of Miscellaneous Texts, adding to Documents

1. Open the Sales Order page
2. Fill in the fields in the sales order header as required
3. As soon as you leave the field, the defined texts (beginning- and ending texts, payment terms texts, shipping method texts) will be inserted on the document.

Change or manually add Miscellaneous Texts

Docs  /  NCDT Document Text  /  Tasks
 Working with the Text Editor

Using Placeholders

Docs  /  NCDT Document Text  /  Tasks
 Working with placeholder

Using the placeholders

• Open a sales order for the customer 10000 - Adatum Corporation.
• Click in the Beginning Text - current/following document field and open the list of text lines configured for the document. If you do not find any texts in the document yet, read the topic Tasks, Working with Beginning and Ending Texts.
• In the overview of text lines (this applies to all text types), first klick in a new line (the Text Editor opens) and write the text "Dear ".
• Click on the action Insert Placeholder.
• The list of Available fields of the document opens.
• Select the desired field whose value you want to use in the text line from the list - for example: Bill-to Name. The text line will then display ##Bill-to Name##.
• Add a comma to the line.
• Close the page with OK.

Docs  /  NCDT Document Text  /  Appendix
 NAVAX License Management

Trial Version

Request License

Activate/Update License

Terms & Conditions

https://www.navax.app/EULA.php?L=en

Data Security

https://www.navax.app/privacyStatement.php?L=en

Submit Rating

Docs  /  NCDT Document Text  /  Appendix
 Information for Developers

Customize individual reports to use NCDT Document Text

NVXDT Report Management

GetReportText

procedure GetReportText(RecordVariant: Variant; NVXDTTextType: Enum "NVXDT Text Type"; AsHTML: Boolean): Text

Parameters

• RecordVariant Here the record for which the texts are to be inserted is passed as a Variant. This can be e.g.: a Sales Header, Purchase Header or also Sales Line or Purchase Line.

  Important

  It is important to make sure that the correct filters are set on the RecordVariant.
• NVXDTTextType The parameter specifies what kind of text lines should be inserted. Ex: Beginning Text, Ending Text, Line Text, Payment Terms Text etc....
• AsHTML Specifies whether a text should be returned html formatted, this is used in RDL(C) reports, or as normal text, this is used e.g. in Word reports.

  Important

  If the text has to be implemented as HTML text in your report, a placeholder with the option HTML - interpret HTML tags as styles must be activated in the RDL(C) layout.

Implementation

reportextension 70714787 "NVXDT Purchase Order" extends Order
{
    dataset
    {
        add(CopyLoop)
        {
            column(NVXDTBeginningText_RDLCText; NVXDTReportManagement.GetReportText("Purchase Header", Enum::"NVXDT Text Type"::"Beginning Text", true)) { }
            column(NVXDTBeginningText_WordText; NVXDTReportManagement.GetReportText("Purchase Header", Enum::"NVXDT Text Type"::"Beginning Text", false)) { }
            column(NVXDTEndingText_RDLCText; NVXDTReportManagement.GetReportText("Purchase Header", Enum::"NVXDT Text Type"::"Ending Text", true)) { }
            column(NVXDTEndingText_WordText; NVXDTReportManagement.GetReportText("Purchase Header", Enum::"NVXDT Text Type"::"Ending Text", false)) { }
            column(NVXDTShipmentText_RDLCText; NVXDTReportManagement.GetReportText("Purchase Header", Enum::"NVXDT Text Type"::"Shipment Method Text", true)) { }
            column(NVXDTShipmentText_WordText; NVXDTReportManagement.GetReportText("Purchase Header", Enum::"NVXDT Text Type"::"Shipment Method Text", false)) { }
            column(NVXDTPaymentText_RDLCText; NVXDTReportManagement.GetReportText("Purchase Header", Enum::"NVXDT Text Type"::"Payment Terms Text", true)) { }
            column(NVXDTPaymentText_WordText; NVXDTReportManagement.GetReportText("Purchase Header", Enum::"NVXDT Text Type"::"Payment Terms Text", false)) { }
        }
        add(RoundLoop)
        {
            column(NVXDTLineText_RDLCText; NVXDTReportManagement.GetReportText("Purchase Line", Enum::"NVXDT Text Type"::"Line Text", true)) { }
            column(NVXDTLineText_WordText; NVXDTReportManagement.GetReportText("Purchase Line", Enum::"NVXDT Text Type"::"Line Text", false)) { }
        }
    }

    rendering
    {
        layout("NVXDT Purchase Order")
        {
            Caption = 'NCDT Purchase - Order', comment = 'DEU="NCDT Einkauf - Bestellung"';
            Type = RDLC;
            LayoutFile = './NVXDTPurchaseOrder.rdlc';
        }
    }

    var
        NVXDTReportManagement: Codeunit "NVXDT Report Management";
}

Docs  /  NCDT Document Text  /  Appendix
 Installation Notes

Publish and Install the Extension

[Microsoft Learn] Business Central - Publishing and Installing an Extension

Dependencies

• NCDT Document Text Base

  ID: 2f97a39f-60f1-45d1-8bb2-7497bee60684

• NAVAX Extension Base

  ID: 2f4cb42d-6e2a-4708-a5e2-3ec5f32f20e9 For more information, see [Docs] NAVAX Extension Base - General

On-Premises

• 70714775 NCDT Document Text by NAVAX
• 1010860 Extension Base by NAVAX

External Addresses

• https://www.navax.app

  For licensing, calling the online help and performing some actions, access to https://www.navax.app must be granted.
  
  Public IP from www.navax.app for setting firewall access:
  94.136.22.236, Port: TCP/443
  
  Checking the connection to https://www.navax.app using PS:
  Test-NetConnection navax.app -port 443
  (PS must be performed with the M-Tier service user)
  
  CRL Servers
  In addition, the following CRL Servers must also be accessible for the certificate check:
  https://certificates.godaddy.com/*
  http://crl.godaddy.com/*
  or their IP: 192.124.249.36

Docs  /  NCDT Document Text  /  Appendix
 Release Notes

Version 21.2.1.0

• Improvements

• • New feature padding top/bottom added. With these new formatting options, you can expand the lines upwards or downwards to create spacing between the lines. Setup, Extended Texts
  • New feature indentation added. This new formatting option can be used to implement an indent at the beginning of the line. Setup, Extended Texts

• Modifications

• • The summaries in the report layouts have been set.
  • Renamed Job to Project according new Business Central name convention.

• Corrections

• • Correction of the event subscribers triggering the appending of document lines to prevent errors when adding new document lines.
  • When creating a sales order or a sales invoice, texts that were intended for the proforma invoice or the invoice draft (sales invoice) were not appended. This made it impossible to print these documents with the corresponding text lines.

Version 21.2.0.3

• Improvements

• • The Shipment Method Text has been added on the Service Order page.
  • New functions Disable sequel fields and Enable sequel fields to simultaneously enable/disable the document sequel fields in the Extended Texts.

• Modifications

• • The logo of the extension has been changed.

• Corrections

• • When posting a warehouse shipment with option delivery or delivery and invoicing out of a service order, the error message 'Service Shipment Line' does not exist. Identifying fields and values: Document no.='xxxxxx',Line no.='xxxxxx'
  • As a result of an error message, it was not possible to create a service order or a service invoice directly from the customer card or customer list.
  • The document sequel fields for the line texts of the service item lines were not shown or filled correctly.
  • The payment terms text was not automatically pulled in service documents.

Version 21.2.0.2

• Corrections

• • Error when posting a service order when using the Ship or Invoice options.
  • In the Service Contract Quotes and Service Contracts, the field Service Contract Group Text was not included, so it could not be used when creating custom layouts.

Version 21.2.0.1

• Modifications

• • NAVAX Extension Base extension update.
    For more information, see [Docs] NAVAX Extension Base - Release Notes
  • Changes for developers resp. the extensibility of the app.

• Corrections

• • When a proforma invoice was printed from a sales order, the texts that were set up for printing on a proforma invoice did not appear.
  • When creating a project planning line (job planning lines) by directly clicking into the No. field, an error message occurred because the line number had not yet been assigned.
  • The functionality added in Business Central 24 to retrieve project planning lines (job planning lines) in the lines of a sales invoice caused an error and project planning lines could not be retrieved.
  • In service contracts or service contract quotes, it was not possible to use service contract group texts.
  • Report layout for the Pro Forma Invoice corrected. The line texts were positioned incorrectly.
  • The document sequel fields were not set correctly when a sales order was created from a sales quote.

Version 21.2.0.0

• Note

  This version is also available as a downgrade version for Business Central 20.

• Improvements

• • New feature added to job planning lines that allows users to create and edit texts at the line level. With this feature, users can now add specific information and instructions directly to individual lines in the job planning lines to improve task organization and management. Additionally, automatic texts can be pulled from items, resources, and general ledger accounts to provide additional contextualization.

• Corrections

• • When printing a Service Invoice, no texts were printed in the layout.
  • When printing the Service Delivery Note, a rendering error occurred.
  • When printing document lines with items, some attributes were displayed multiple times if an article had multiple attributes but not all were enabled for printing.

Version 21.1.7.0

• Improvements

• • The Line Text field has been added to the Service Quote Lines page. Previously, texts were added but were not customizable, or no texts could be added manually.
  • The events for inserting the Extended Texts on the service side have been improved, previously these events were executed several times which could lead to errors. This also had an impact on performance.
  • The IsHandled pattern has been implemented in some functions in the NVXDT Document Text Mgt. codeunit for developers of customers or partners.
  • All Extended Text List have now been added to the text module overview. These are hidden by default, but can be added as required via Personalize.
  • The action Copy from Extended Text on the Extended Text page caused an error if the data record has not yet been initialized. The action is now greyed out as long as the data record has not yet been initialized and all required fields have a value.

• Modifications

• • On the Service Lines and Service Quote Lines pages, the Line Texts action has been moved to the Related > Line menu.
  • On the Extended Text page, the tooltip of the Sales Shipment document option field has been corrected.
  • Incorrect tooltips on the Job Card page corrected.
  • NAVAX Extension Base extension update.
    For more information, see [Docs] NAVAX Extension Base - Release Notes

• Corrections

• • When creating a service line in the service order page, the following error message appeared: 'Line no.' must contain a value in 'Service line': 'Document type=Order, document no.=X, line no.=0'. It cannot be zero or empty.
  • In the help, the hyperlink has been corrected so that you can now access the corresponding help page in the individual documents (from Business Central).
  • When changing the document options on the Extended Text page, the Service Quote option was ignored when changing multiple options.

Version 21.1.6.1

• Modifications

• • The action Copy from Extended Text on the Extended Text page has been improved.

• Corrections

• • Extended texts set up with the combination All languages and Language code = "empty" were not inserted correctly in the documents.
  • When creating Extended Texts, the prompt whether all documents in the group should be changed appeared incorrectly several times when selecting the documents.
  • When manually created Document Texts were added to a document, in certain constellations there was a prompt several times asking whether the existing Document Texts should be kept or newly created.

Version 21.1.6.0

• Important

  For On-Premises an update of the License or the following granules is required:

  • 70714775 NCDT Document Text by NAVAX

• Improvements

• • New import/export function added. It is now possible to export/import the already configured standard text codes and text modules using XML. For more information, see Export/Import of Standard Text Codes.
  • The Placeholder selection no longer displays obsolete table fields. Previously, these fields were displayed and caused an error when selected.

• Modifications

• • NAVAX Extension Base extension update.
    For more information, see [Docs] NAVAX Extension Base - Release Notes

• Corrections

• • On the NCDT Field List page, the link to the online help was incorrect, this has been corrected.
  • For Sales Orders, the sequel fields were calculated incorrectly, the Sales Shipment value was not considered.
  • With Business Central version 22 the direct call of the page Extended Texts has been enabled. If you have created an Extended Text via this page, it was inserted incorrectly in some constellations.
  • If a Start & End Date was assigned to a document text, it happened that this was not drawn correctly.

Version 21.1.5.0

• Improvements

• • New feature, Default Formattings for newly created text lines. New fields have been added to NCDT Document Text Setup, these fields are used to configure default formatting for newly created text lines. For more information, see Setup, Document Text Setup.

• Modifications

• • NAVAX Extension Base extension update.
    For more information, see [Docs] NAVAX Extension Base - Release Notes

• Corrections

• • The document text lines for reminders added with version 21.1.3.0 have been redesigned. The texts in the Reminder Levels did not make sense and have now been moved to the Reminder Terms. Reminder Text lines were reset again as they were no longer configurable.

    Note

    The settings for Beginning and Ending Texts in the Reminder Level table are deleted during the update. An assignment to the reminder terms is not possible because there are several reminder levels per reminder terms and therefore not clearly assignable.
  • Errors in the layouts of the reports: NCDT Reminder, NCDT Sales Invoice, NCDT Draft Invoice, NCDT Proforma Invoice and NCDT Sales Credit Memo have been fixed.

Version 21.1.4.0

• Improvements

• • Events have been added on top level to override the functionality of NCDT Document Text to implement custom filters and settings. The following events have been added to all relevant documents.
  • The frequency of the license check for NCDT Document Texts has been optimized. Previously, this was performed excessively often and this impacted performance.
  • When creating an extended text on the Standard Text Codes page, the value of the Extended Text Exists field was not updated after leaving the Extended Text List page.

• Modifications

• • NAVAX Extension Base extension update.
    For more information, see [Docs] NAVAX Extension Base - Release Notes

• Corrections

• • In the codeunits NVXDT Document Text Mgt. and NVXDT Copy Document Management the access level was changed from Internal to Public. The reason for this change is that the events in the code unit were not visible when these events are to be implemented in customer projects.
  • In the document text line archive the document sequel fields where not set correctly. The error has been fixed.
  • In the purchase quote document, the shipment term was not shown correctly. As a result, the shipment term text was placed in the middle of the document without any reference to the shipment term.
  • The functions Make Order and Make Invoice in a Sales Quote have not applied the formatting of the document text lines.

Version 21.1.3.1

• Corrections

• • When using the Copy Document function the document sequel fields where not set correctly. The error has been fixed.
  • When Canceling, Correcting Posted Sales Invoices, the error: 'Sales header' does not exist. Identified fields and values: Document type = 'Quote', No. = '**' occurred. The reason for the error was a faulty event subscriber.
  • In archived documents, the document sequel fields were not set correctly.

Version 21.1.3.0

• Business Central Update

• Improvements

• • Actions has been improved. The action groups newly introduced with Business Central, Document Texts have been integrated in the current version of NCDT and the actions has been improved.
  • The language control in NCDT did not work correctly. Texts set up for All Languages were only used if the language code was empty. Texts set up for All Languages are now also used regardless of the language code.

• Modifications

• • Projects have been extended so that Beginning and Ending Texts can also be assigned per project.
  • NCDT Document Texts are now available for reminders. Beginning and Ending Texts can be set up for each reminder level.

• Corrections

• • When deleting a purchase document, the following error occurred: 'Purchase Header' does not exist. Identifying fields and values: Document type='_1',No.='xxxx'. Error has been corrected.

Version 20.1.2.2

• Corrections

• • When deleting a purchase document, the following error occurred: 'Purchase header' does not exist. Identifying fields and values: Document Type='_1',No.='xxxx'. Error has been fixed.
  • The action Copy Document and Get Posted Document Lines to reverse did not copy all document text lines when creating a credit memo for a posted invoice.
  • A menu with Category8 was shown in the Purchase Order Archives, this has been removed.
  • The action Beginning Text and Ending Text on Customer and Vendor Cards respectively brought the error "Table * not defined.", the error has been fixed.
  • The printout of Pro-Forma Invoices and the Draft Invoice did not print the correct Document Text, the error has been fixed now.

Version 20.1.2.1

• Corrections

• • An error in the Extended Text Lines has been fixed. If text was entered via the new text editor, then the text (max. 100 characters) was not transferred to the standard text field, thus the field was invalidated and could no longer be used.
  • The insertion of a placeholder did not work properly when lines were created from defined tables. For example, if the extended text page was opened on the item page and you then wanted to create a placeholder, a prompt to select the document type appeared before the field was selected.
  • Unnecessary action "Insert Placeholder" has been removed from the Extended Text Lines page. The action has been moved to the Text Editor page.
  • If there was no value for a placeholder when creating a document, then the placeholder was deleted. This caused that this value was not printed as expected when printing the document.

Version 20.1.2.0

• Business Central Update

• Improvements

• • To make it easier to create/edit text lines, a Text Editor has been implemented. It is now possible to paste (copy) already predefined texts into the Text Editor.
  • The character length of text lines has been increased to 2048.
  • Events provided to extend functionality.

• Corrections

• • Fixed an error when manually creating text lines in Posted Purchase Receipts.
  • An error when manually creating text lines in Posted Return Shipments has been fixed.

Version 19.1.1.2

• Improvements

• • Reports enhancement - function improved and layouts redesigned.
  • Placeholders are already converted when the document text lines are created. Therefore, the values are visible on the documents instead of the placeholders.

• Modifications

• • Orders from Dynamics 365 CRM are now provided with Document Text, analogous to the process of creating them in Dynamics 365 Business Central.

• Corrections

• • Errors getting Document Texts in some documents fixed.
  • Improved calculation of the "Current/Following Documents" indicator.

Version 19.1.1.0

• Corrections

• • Error in sales return orders when loading lines via the " Get Posted Document Lines to Reverse" function has been fixed. The error message for this was: "The record already exists in the Line Buffer table. Identified fields and values: Old Line No.='0'".
  • Filtering for sales invoice drafts has been corrected. In the document text lines overview, texts were shown and also printed that were not actually configured for an invoice draft.
  • Error in the Sales Shipment report has been fixed.

• Improvements

• • Tooltips have been optimized for better understanding.
  • The indication of the Beginning and Ending Texts in the documents was improved so that it is now easier to see whether there are texts for the selected document and/or for subsequent documents.

Version 19.1.0.1

• Initial release