Advanced Extended Texts (beginning/ending/line texts) for sales, purchase and service documents.
Current Version: 26.3.2.1as of Business Central 26. For older BC versions, downgrades are available. AppSource Name: NAVAX Document Text
Manual
Creation date: 2025/10/24 The current version of this manual can be found at:
☰ Contents
General
NAVAX Document Text Welcome to NAVAX Document Text - your solution for efficient management of additional texts in Microsoft Dynamics 365 Business Central! With NAVAX 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 NAVAX Document Text, it is crucial to set up the basic functionality...
Beginning and Ending Texts 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...
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 NAVAX Document Text extension is available on all pages where documents are sent to your customer or partner...
Working with Beginning and Ending Texts The NAVAX 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 Line texts are predefined texts that can be printed on various documents in Microsoft Business Central...
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 NAVAX 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 NAVAX Document Text, placeholders enable dynamic and personalized design of your documents...
Information for Developers
Extending Documents NAVAX 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 NAVAX Document Texts on your own documents...
Extending NAVAX Document Text This page contains a list of all available events for the individual objects that can be used to extend the core functionality of NCDT Document Text...
Events
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...
Installation Notes
Release Notes
Docs / App / NAVAX Document Text / General NAVAX Document Text
Welcome to NAVAX Document Text - your solution for efficient management of additional texts in Microsoft Dynamics 365 Business Central! With NAVAX Document Text, you can easily store and utilize supplementary texts for sales, purchase, and service documents in various areas.
By providing the ability to store texts in master data, we offer you a consistent wording and layout. NAVAX Document Text includes pre- and post-texts (general or personalized for customers/vendors), payment term texts, delivery term texts, as well as texts for service order and service contract types. Additionally, you can add text blocks per item, resource, and general ledger account.
For all texts, advanced formatting features such as font color, font style, font size, and paragraph alignment are available to provide you with more flexibility in creating documents.
This extension also includes a set of advanced standard documents for Dynamics 365 Business Central, which includes the document texts. If these predefined documents do not meet your requirements, you can easily configure your own documents using Microsoft Word.
With NAVAX Document Text, you can design your documents professionally and individually - streamline your workflows and increase your efficiency!
Navigation
NAVAX Document Text is integrated into the existing sales, purchasing, service and job processes.
Sales, purchasing, service and job documents are therefore created, posted and printed as before.
The search terms "ncdt", "nvxdt" and "navax" are recognized by "Tell me what you want to do".
This allows very fast access to the individual sections of NAVAX Document Text.
Permission Sets
The following permission sets are available for NAVAX Document Text
Name
Description
NVXDT
NAVAX Document Text
You need these permissions to use the NAVAX Document Text.
For more information, see Tasks, Working with Document Texts.
NVXDT, SETUP
NAVAX Document Text Setup
You need these permissions to set up the NAVAX Document Text.
For more information, see Setup, Document Text Setup.
Docs / App / NAVAX Document Text / Setup Document Text Setup
Before you can fully leverage the full range of capabilities of NAVAX Document Text, it is crucial to set up the basic functionality.
The Document Text Setup page provides you with the opportunity to define the general settings and preferences to ensure that the application is tailored to your needs.
By precisely configuring the settings, NAVAX Document Text enables you to efficiently manage and customize additional texts for sales, purchase, and service documents in Microsoft Dynamics 365 Business Central. This not only enhances flexibility and individuality but also improves productivity and professionalism in your business processes.
General, Fields
Document Texts Activated
Specifies whether NAVAX Document Text is activated and should automatically insert the configured document texts when a document is created. If this field is activated, the NAVAX 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
Default Text Formatting, Fields
Textzeilen mit Vorgaben erstellen
Specifies whether to create text lines with the values from the Last Line or with the default values from the Document Text Setup, in the Default Text Formatting area.
Following options are available:
From Last Line - if the option is enabled, new text lines are created with the formatting of the previous line.
From Setup - new text lines are created with the formatting that has been defined in the Document Text Setup in the Default Text Formatting section.
Default Font Family
Specifies which Font Family to use as the default. Newly created lines will have this value configured automatically.
Default Font Size
Specifies which Font Size to use as the default. Newly created lines will have this value configured automatically.
Default Font Color
Specifies which Font Color to use as the default. Newly created lines will have this value configured automatically.
Default Paragraph
Specifies which Paragraph to use as the default. Newly created lines will have this value configured automatically.
Bold by default
Specifies whether newly created lines should get bold as default value.
Italic by default
Specifies whether newly created lines should get Italic as default value.
For more information on formatting options and default formatting, see: Setup, Extended Text in the section Formatting Texts.
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 / App / NAVAX Document Text / Setup Beginning and Ending Texts
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.
Docs / App / NAVAX Document Text / Setup 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.
Line Texts can be defined for the following tables:
G/L Account
Item
Item Attribute
Ressource
Service Item
Standard Service Code
Fields
The following NAVAX Document Text fields have been added to the tables
Textbaustein vorhanden
Shows whether an extended text exist.
Important
In order for the text to be automatically added when inserting document lines for the element, the Automatic Ext. Texts must be activated.
Fields
Print
Specifies that the attribute should be printed on documents.
Miscellaneous Texts are texts that are assigned to methods or terms, such as payment terms texts or delivery terms texts.
These can be used, in order to make more detailed information available, for these terms for customers/suppliers.
With NAVAX Document Text extension, Miscellaneous Texts can be configured and formatted to help you customize the correspondence with your customers.
Standard text codes can be stored in the following areas and pages:
Payment Terms
Shipment Methods
Finance Charge Terms
Service Order Types
Service Contract Groups
Fields
The following NAVAX Document Text field has been added to these pages
Standard Text Code
Specifies the standard text code to be used for the text suggestion on documents.
Docs / App / NAVAX Document Text / Setup Extended Text
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.
The following section explains the steps required to set up extended text.
Steps for creating extended texts
Open the page Standard Text Codes, you will find the page via Tell me what you want to do?
Click on New
In the Code field, enter a code for the standard text, e.g.: PAY
In the Description field, enter a meaningful description to identify the standard text, e.g.: Text for payment terms.
The Beginning Text or Ending Text fields define the position of the Extended Texts.
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.
Click on New to create a new extended text or select an existing extended text. The Extended Text page opens.
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.
In the field Description specify again a meaningful description.
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.
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.
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.
Fields
The Extended Text table has been extended with the following NAVAX Document Text fields.
Table Name
Shows the referenced table name for which the extended text was created.
No.
Displays the text code you have previously assigned to the standard text.
Text No.
Shows the text number that has been automatically assigned by the system.
Sorting Sequence No.
Specifies the sort order for the extended text.
Sales Pro Forma Invoice
Specifies whether the extended text will be available on sales pro forma invoices.
Sales Draft Invoice
Specifies whether the extended text will be available on sales draft invoices.
Sales Shipment
Specifies whether the extended text will be available on purchase receipts.
Sales Return Receipt
Specifies whether the extended text will be available on sales return receipts.
Purchase Receipt
Specifies whether the extended text will be available on purchase receipts.
Purchase Return Shipment
Specifies whether the extended text will be available on purchase return shipments.
Service Contract
Specifies whether the extended text will be available on service contracts.
Service Contract Quote
Specifies whether the extended text will be available on service contract quotes.
Service Shipment
Specifies whether the extended text will be available on service shipments.
Project Quote
Specifies whether the extended text will be available on project quotes.
Tip
If you select or deselect multiple documents, you will be asked whether you want to select or deselect all documents. This is to help you to configure the desired documents faster.
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.
Fields, Lines
Text
Specifies the text. The text can contain up to 2048 characters. Line breaks in the text are also possible. Click the field to edit the text.
Note
To enter the text lines, an editor is provided. This can take up a maximum of 2048 characters. You can use the editor to insert already predefined texts into the editor by copying them from an external program into the Text Editor.
For more information, see Tasks, Working with the Text Editor.
Bold
Specifies whether this line should be printed or viewed in bold.
Italic
Specifies whether this line should be printed or viewed in italics.
Color
Specifies in which color this line should be printed or viewed.
Paragraph
Specifies whether this line should be printed in justified.
Font Family
Specifies the font family for the text line.
Font Size
Specifies the font size in pt for the text line.
Formatting texts
The following formatting options are available for document text lines:
Format
Effect
Bold
Specifies whether this line should be printed or shown in bold.
The default value is No.
Italic
Specifies whether this line should be printed or shown in italics.
The default value is No.
Color
Specifies which color this line should be printed.
NAVAX Document Text supports the following colors:
BlackRedBlueGreen
The default value is Black.
Paragraph
Specifies whether this line should be printed aligned.
The default value is Left.
Font Family
Specifies the font for the text line.
You can choose from the following fonts:
Segoe UIArialConsolasCourier NewLucida ConsoleTimes New RomanSegoe ScriptSegoe UI LightSegoe UI SemilightKunstler Script
The default value is Segoe UI.
Warning
The fonts depend on the fonts installed on the system, the available fonts are the standard Windows fonts!
Font Size
The lines are printed in the selected font size. Sizes from 5-24 pixel are available.
The default value is 9.
Padding Top/Bottom
Specifies whether the line should be expanded at the top or bottom; the value is specified in pt (points).
You can use these values to expand the lines upwards or downwards to create spacing between the lines.
The default value is 2.
Indentation
Specifies whether indentation should occur at the beginning of the line. The value is specified in pt (points).
The default value is 0.
Tip
You have the opportunity to configure default values for formatting in the Document Text Setup. If the From Setup option of the Create Text Lines with Defaults field is specified, the settings from the Document Text Setup will be used when creating new text lines.
By default, if the From last Line option is selected, the values from the last line will be used. If there is no line the values from setup are used.
In the Report Layout Selection you can specify which layout should be used when printing a document.
In order for the NAVAX Document Text data to be printed on the A4 documents, the appropriate NAVAX Document Text report layouts must be set up.
Currently RDLC report layouts are supported.
Available NAVAX Document Text Report Layouts
NAVAX Document Text report layouts are available for the following documents.
Report ID
Report Name
NAVAX Document Text layout
117
Reminder
./NVXDTReminder.rdlc
118
Finance Charge Memo
./NVXDTFinanceChargeMemo.rdlc
210
Blanket Sales Order
./NVXDTBlanketSalesOrder
404
Purchase - Quote
./NVXDTPurchaseQuote.rdlc
405
Order
./NVXDTPurchaseOrder.rdlc
406
Purchase - Invoice
./NVXDTPurchaseInvoice.rdlc
407
Purchase - Credit Memo
./NVXDTPurchaseCreditMemo.rdlc
408
Purchase - Receipt
./NVXDTPurchaseReceipt.rdlc
410
Blanket Purchase Order
./NVXDTBlanketPurchaseOrder.rdlc
1302
Pro Forma Invoice
./NVXDTSalesProFormaInv.rdlc
1303
Draft Invoice
./NVXDTSalesDraftInvoice.rdlc
1304
Sales - Quote
./NVXDTSalesQuote.rdlc
1305
Sales - Confirmation
./NVXDTSalesOrderConfirmation.rdlc
1306
Sales - Invoice
./NVXDTSalesInvoice.rdlc
1307
Sales - Credit Memo
./NVXDTSalesCreditMemo.rdlc
1308
Sales - Shipment
./NVXDTSalesShipment.rdlc
1309
Return Receipt
./NVXDTSalesReturnRcpt.rdlc
5900
Service Order
./NVXDTServiceOrder.rdlc
5902
Service Quote
./NVXDTServiceQuote.rdlc
5911
Service - Invoice
./NVXDTServiceInvoice.rdlc
5912
Service - Credit Memo
./NVXDTServiceCrMemo.rdlc
5913
Service - Shipment
./NVXDTServiceShipment.rdlc
5936
Service Item Worksheet
./NVXDTServiceItemWorksheet.rdlc
5970
Service Contract
./NVXDTServiceContract.rdlc
5971
Service Contract - Detail
./NVXDTServContractDetail.rdlc
5972
Service Contract Quote
./NVXDTServContractQuote.rdlc
5973
Service Contract Quote-Detail
./NVXDTServContQuoteDetail.rdlc
6631
Return Order Confirmation
./NVXDTSalesReturnOrderConfirmation.rdlc
6636
Purchase - Return Shipment
./NVXDTPurchaseReturnShipment.rdlc
6641
Return Order
./NVXDTReturnOrder.rdlc
Tip
Use the search term 117|118|210|404|405|406|407|408|410|1302|1303|1304|1305|1306|1307|1308|1309|5900|5902|5911|5912|5913|5936|5970|5971|5972|5973|6631|6636|6641 to filter all documents supported by the NAVAX document text.
Docs / App / NAVAX Document Text / Setup 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.
Steps to Export Existing Standard Text Codes
.
Open the Standard Text Codes page, you can use the Tell me what you want to do? function for this.
In the page that will open you can find the overview of the existing standard text codes, click on Actions > Export.
Next, Export collects all Standard Text Codes and their Extended Texts and creates an XML file that will be downloaded to your system.
.
After that, open your Download folder to find the file.
Steps to Import Previously Exported Standard Text Codes
.
Open the Standard Text Codes page, you can use the Tell me what you want to do? to do this.
In the page that opens you will find the overview of the existing standard text codes, click on Actions > Import.
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.
The file will be imported.
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.
When you confirm with OK the import will start with the selected options.
Important
When importing, the delivery reminder field is not taken into account. Text modules that are to be inserted in delivery reminders and were previously activated must be activated manually.
Docs / App / NAVAX Document Text / Tasks Working with Document Texts
Basically, the NAVAX Document Text extension is available on all pages where documents are sent to your customer or partner.
After the extension setup is completed, Document Texts created and the extension reports are set up, you can start working with Document Texts.
If you have not set up any texts yet, you can find the guide on the Setup, Document Texts page.
Use automatic Document Texts
With NAVAX Document Text you can define texts that are automatically added to selected documents. In the following you will find a step by step guide, based on a sales order, about the procedure to use these automatic Document Text.
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.
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.
Click New to create a new sales order. The Sales Order page opens.
Click in the field Customer Name, the AssistEdit feature list all your customers.
In the list of customers, select the customer for which you want to create the sales order.
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.
With the AssistEdit feature, you can open the 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
If you do not want to use the automatic text feature or if you want to change the automatic text, you can do it from the Document Text Lines page. In the following you will find a step by step guide how it works.
Let's suppose that there is a sales order in which no automatic texts have been added, but you want to add a ending text:
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.
Click New to create a new sales order. The Sales Order page opens.
Click in the field Customer Name, the AssistEdit feature list all your customers.
In the list of customers, select the customer for which you want to create the sales order.
Via the drill down of the field Ending Text or via the action Ending Text you will get to the page Document Text Lines.
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.
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.
When you copy documents, depending on the setup, a window is shown in which you are asked whether and which texts should be copied with the document.
Depending on the setup, the texts are copied automatically, on request or not in the newly created documents. For more information, see Setup, Document Text Setup.
To copy a sales document, proceed as follows:
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.
Click New to create a new sales order. The Sales Order page opens.
Click in the field Customer Name, the AssistEdit feature list all your customers.
In the list of customers, select the customer for which you want to create the sales order.
Click on the Copy Document action in the Prepare menu. The Copy Sales Document page opens.
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.
With the fields Including Header and Recalculate Lines you determine which information should be copied into the new document. Click OK.
If you have set the value On Request in the Copy Documents with Texts field in 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.
The window closes, you see again the Sales Document with the information of the selected document including the Document Texts.
Docs / App / NAVAX Document Text / Tasks Working with Beginning and Ending Texts
The NAVAX 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 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.
Docs / App / NAVAX Document Text / Tasks Working with Line Texts
Line texts are predefined texts that can be printed on various documents in Microsoft Business Central.
On this help page, you will find an example of the necessary steps to set up texts for an item.
In case no texts have been set up yet, you will find the corresponding instructions on the page Setup, Line Texts help page.
Steps for using line texts using the example of a Sales Order
Open the Sales Orderpage.
Fill in the fields in the Sales Header as required.
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.
Once you leave the No. field, the line texts are inserted on the document.
Change or manually adding line texts
The Document Text Lines page shows the text lines of the respective document.
You can access this page by clicking on the Line Texts action or by using the DrillDown function of the Line Texts field.
Here you can edit the lines, add new ones, or delete unwanted lines. With the Insert Extended Text option, you can insert existing text modules into the lines.
Additionally, formatting options are available for the document text lines.
For more information, see Setup, Extended Texts - Formatting texts.
Actions
Insert Extended Text
This action can be used to select standard texts and insert them into the lines.
Docs / App / NAVAX Document Text / Tasks 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.
If you have not set up any texts yet, you can find the guide on the Setup, Miscellaneous Texts page.
Use of Miscellaneous Texts, adding to Documents
The set up Miscellaneous Texts 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, taking a sales order as an example, to create documents with texts.
Open the Sales Order page
Fill in the fields in the sales order header as required
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
The NAVAX 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.
Docs / App / NAVAX Document Text / Tasks Working with the Text Editor
In NAVAX Document Text the texts are captured and edited via an editor. This helps you to create texts directly with the correct paragraph formatting.
It is also possible to insert already predefined texts, e.g. created in Microsoft Word, into the Text Editor.
Note
If the page from which the Text Editor is called is not editable or in edit mode, the text in the editor is also not editable.
Using Placeholders
Placeholders must be used so you can use fields from the respective document when creating the texts. These can be inserted by using the action Insert Placeholder. This opens an overview of the available fields of the document. By clicking on the field, a placeholder is inserted in the Text Editor:
If the Text Editor is opened from the extended text setup, a selection window will first appear where you can select the desired document type:
For more information, see Tasks, Working with Placeholders.
Docs / App / NAVAX Document Text / Tasks Working with Placeholder
In the extension NAVAX Document Text, placeholders enable dynamic and personalized design of your documents.
These placeholders act as variable text that is automatically replaced with specific information from your business data. For example, you can use placeholders to insert the customer's name, date, invoice number, or other relevant data. This allows you to create customized documents that are tailored to your requirements and the needs of your customers. With this flexible feature, you save time and minimize potential errors while maximizing the professionalism of your business correspondence.
Using the placeholders
The following section explains the steps, using a sales order as an example, to create documents with beginning texts and a personal salutation.
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 click 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.
After that, when you print a document and preview it, the pre-text "Dear Adatum Corporation," appears.
Tip
If you do not see the Beginning Text on the document, it is possible that the wrong report is set up in the Report Selection - Sales. However, if this is the case the wrong layout is probably set, instructions on how to fix this can be found at Setup, Report Layout Selection.
Important
Please note that placeholders can only be used in the respective documents. When documents are posted or copied, it may happen that the placeholders are not replaced by values. In this case, they will be displayed as ##Placeholder## in the document. Some documents have the same fields and can therefore replace the placeholders, but this is not always the case. Make sure that the placeholders used are present in the specific documents to ensure correct replacement.
Docs / App / NAVAX Document Text / Information for Developers Extending Documents
NAVAX 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 NAVAX Document Texts on your own documents.
In the following section you will find the required modifications to add the NAVAX Document Text to your documents.
Customize individual reports to use NAVAX Document Text
NVXDT Report Management
To customize your documents to use the NAVAX Document Text the codeunit NVXDT Report Management is important. With the function GetReportText the texts can be HTML formatted or integrated as normal text. This allows you to create the documents either in Word format or as RDLC Report.
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
To use Document Texts on a report, columns must be added to the report dataset with the return value of the GetReportText function.
Here is an example using the report Order as it is integrated in NAVAX Document Text:
If customized Word layouts already exist in your Business Central, it may happen that the NAVAX Document Text fields do not appear in Word under Developer Tools, XML Mapping. In this case, an update of the layout is necessary.
Go to the page Report Layouts, which can also be found via What do you want to do next?.
Search for the report you want to update.
Click on the action Update and Export Layout.
If the action is not visible, you can find it in the ... menu.
The download of the Word layout will start.
Word will now update the report, and the NAVAX Document Text fields can be inserted.
Docs / App / NAVAX Document Text / Information for Developers Extending NAVAX Document Text
This page contains a list of all available events for the individual objects that can be used to extend the core functionality of NCDT Document Text.
Table - NVXDT Doc. Text Line
OnBeforeGetFormattedText
The event is used to format the text before it is rendered for reports.
[BusinessEvent(false)]
local procedure OnBeforeGetFormattedText(Text: Text[2048]; var RetText: Text; AsHTML: Boolean; var IsHandled: Boolean)
begin
end;
Parameters
Type
Name
Description
Text[2048]
Text
The input text to be formatted.
Text
RetText
[Pass by Reference] The formatted output text.
Boolean
AsHTML
If true, the text is formatted as HTML. If false the text returned as saved in the database.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterCreateStyleExpression
The event is used to create the style expression for the text.
[BusinessEvent(false)]
local procedure OnAfterCreateStyleExpression(StyleText: Text)
begin
end;
Parameters
Type
Name
Description
Text
StyleText
The style expression for the text.
OnBeforeEditText
The event is used to edit the text before it is saved.
[IntegrationEvent(false, false)]
local procedure OnBeforeEditText(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var IsHandled: Boolean)
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
Table - NVXDT Doc. Text Line Archive
OnBeforeGetFormattedText
The event is used to format the text before it is rendered for reports.
[BusinessEvent(false)]
local procedure OnBeforeGetFormattedText(Text: Text[2048]; var RetText: Text; AsHTML: Boolean; var IsHandled: Boolean)
begin
end;
Parameters
Type
Name
Description
Text[2048]
Text
The input text to be formatted.
Text
RetText
[Pass by Reference] The formatted output text.
Boolean
AsHTML
If true, the text is formatted as HTML. If false the text returned as saved in the database.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterCreateStyleExpression
The event is used to create the style expression for the text.
[BusinessEvent(false)]
local procedure OnAfterCreateStyleExpression(StyleText: Text)
begin
end;
Parameters
Type
Name
Description
Text
StyleText
The style expression for the text.
Table - NVXDT Posted Doc. Text Line
OnBeforeGetFormattedText
The event is used to format the text before it is rendered for reports.
[BusinessEvent(false)]
local procedure OnBeforeGetFormattedText(Text: Text[2048]; var RetText: Text; AsHTML: Boolean; var IsHandled: Boolean)
begin
end;
Parameters
Type
Name
Description
Text[2048]
Text
The input text to be formatted.
Text
RetText
[Pass by Reference] The formatted output text.
Boolean
AsHTML
If true, the text is formatted as HTML. If false the text returned as saved in the database.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterCreateStyleExpression
The event is used to create the style expression for the text.
[BusinessEvent(false)]
local procedure OnAfterCreateStyleExpression(StyleText: Text)
begin
end;
Parameters
Type
Name
Description
Text
StyleText
The style expression for the text.
OnBeforeEditText
The event is used to edit the text before it is saved.
[IntegrationEvent(false, false)]
local procedure OnBeforeEditText(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var IsHandled: Boolean)
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
Table - NVXDT Job Text Line
OnBeforeGetFormattedText
The event is used to format the text before it is rendered for reports.
[BusinessEvent(false)]
local procedure OnBeforeGetFormattedText(Text: Text[2048]; var RetText: Text; AsHTML: Boolean; var IsHandled: Boolean)
begin
end;
Parameters
Type
Name
Description
Text[2048]
Text
The input text to be formatted.
Text
RetText
[Pass by Reference] The formatted output text.
Boolean
AsHTML
If true, the text is formatted as HTML. If false the text returned as saved in the database.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterCreateStyleExpression
The event is used to create the style expression for the text.
[BusinessEvent(false)]
local procedure OnAfterCreateStyleExpression(StyleText: Text)
begin
end;
Parameters
Type
Name
Description
Text
StyleText
The style expression for the text.
OnBeforeEditText
The event is used to edit the text before it is saved.
[IntegrationEvent(false, false)]
local procedure OnBeforeEditText(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var IsHandled: Boolean)
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
TableExt - Sales Header
NVXDTOnGetDocTextFlagsOnBeforeExit
This event is used to set flags indicating whether document texts exist for the selected document or subsequent documents. This event is called if no other document text lines exists for the selected document.
[IntegrationEvent(false, false)]
local procedure NVXDTOnGetDocTextFlagsOnBeforeExit(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var DocTextExist: Boolean; var FollDocTextExist: Boolean; SalesHeader: Record "Sales Header")
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line record that is filtered to search for specific criteria.
Boolean
DocTextExist
[Pass by Reference] Indicates whether a document text exists for the selected document. This will be shown on the pages.
Boolean
FollDocTextExist
[Pass by Reference] Indicates whether a document text exists for sequel documents. This will be shown on the pages.
Record "Sales Header"
SalesHeader
The sales header record.
NVXDTOnAfterGetDocTextFlags
This event is used to set flags indicating whether document texts exist for the selected document or subsequent documents.
[IntegrationEvent(false, false)]
local procedure NVXDTOnAfterGetDocTextFlags(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var DocTextExist: Boolean; var FollDocTextExist: Boolean)
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line record that is filtered to search for specific criteria.
Boolean
DocTextExist
[Pass by Reference] Indicates whether a document text exists for the selected document. This will be shown on the pages.
Boolean
FollDocTextExist
[Pass by Reference] Indicates whether a document text exists for sequel documents. This will be shown on the pages.
Record "Sales Header"
SalesHeader
The sales header record.
TableExt - Purchase Header
NVXDTOnGetDocTextFlagsOnBeforeExit
This event is used to set flags indicating whether document texts exist for the selected document or subsequent documents. This event is called if no other document text lines exists for the selected document.
[IntegrationEvent(false, false)]
local procedure NVXDTOnGetDocTextFlagsOnBeforeExit(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var DocTextExist: Boolean; var FollDocTextExist: Boolean; PurchaseHeader: Record "Purchase Header")
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line record that is filtered to search for specific criteria.
Boolean
DocTextExist
[Pass by Reference] Indicates whether a document text exists for the selected document. This will be shown on the pages.
Boolean
FollDocTextExist
[Pass by Reference] Indicates whether a document text exists for sequel documents. This will be shown on the pages.
Record "Purchase Header"
PurchaseHeader
The purchase header record.
NVXDTOnAfterGetDocTextFlags
This event is used to set flags indicating whether document texts exist for the selected document or subsequent documents.
[IntegrationEvent(false, false)]
local procedure NVXDTOnAfterGetDocTextFlags(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var DocTextExist: Boolean; var FollDocTextExist: Boolean)
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line record that is filtered to search for specific criteria.
Boolean
DocTextExist
[Pass by Reference] Indicates whether a document text exists for the selected document. This will be shown on the pages.
Boolean
FollDocTextExist
[Pass by Reference] Indicates whether a document text exists for sequel documents. This will be shown on the pages.
Record "Purchase Header"
PurchaseHeader
The purchase header record.
TableExt - Service Header
NVXDTOnGetDocTextFlagsOnBeforeExit
This event is used to set flags indicating whether document texts exist for the selected document or subsequent documents. This event is called if no other document text lines exists for the selected document.
[IntegrationEvent(false, false)]
local procedure NVXDTOnGetDocTextFlagsOnBeforeExit(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var DocTextExist: Boolean; var FollDocTextExist: Boolean; ServiceHeader: Record "Service Header")
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line record that is filtered to search for specific criteria.
Boolean
DocTextExist
[Pass by Reference] Indicates whether a document text exists for the selected document. This will be shown on the pages.
Boolean
FollDocTextExist
[Pass by Reference] Indicates whether a document text exists for sequel documents. This will be shown on the pages.
Record "Service Header"
ServiceHeader
The service header record.
NVXDTOnAfterGetDocTextFlags
This event is used to set flags indicating whether document texts exist for the selected document or subsequent documents.
[IntegrationEvent(false, false)]
local procedure NVXDTOnAfterGetDocTextFlags(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var DocTextExist: Boolean; var FollDocTextExist: Boolean)
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line record that is filtered to search for specific criteria.
Boolean
DocTextExist
[Pass by Reference] Indicates whether a document text exists for the selected document. This will be shown on the pages.
Boolean
FollDocTextExist
[Pass by Reference] Indicates whether a document text exists for sequel documents. This will be shown on the pages.
Record "Service Header"
ServiceHeader
The service header record.
TableExt - Service Contract Header
NVXDTOnGetDocTextFlagsOnBeforeExit
This event is used to set flags indicating whether document texts exist for the selected document or subsequent documents. This event is called if no other document text lines exists for the selected document.
[IntegrationEvent(false, false)]
local procedure NVXDTOnGetDocTextFlagsOnBeforeExit(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var DocTextExist: Boolean; var FollDocTextExist: Boolean; ServiceHeader: Record "Service Contract Header")
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line record that is filtered to search for specific criteria.
Boolean
DocTextExist
[Pass by Reference] Indicates whether a document text exists for the selected document. This will be shown on the pages.
Boolean
FollDocTextExist
[Pass by Reference] Indicates whether a document text exists for sequel documents. This will be shown on the pages.
Record "Service Contract Header"
ServiceContractHeader
The service contract header record.
NVXDTOnAfterGetDocTextFlags
This event is used to set flags indicating whether document texts exist for the selected document or subsequent documents.
[IntegrationEvent(false, false)]
local procedure NVXDTOnAfterGetDocTextFlags(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var DocTextExist: Boolean; var FollDocTextExist: Boolean)
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line record that is filtered to search for specific criteria.
Boolean
DocTextExist
[Pass by Reference] Indicates whether a document text exists for the selected document. This will be shown on the pages.
Boolean
FollDocTextExist
[Pass by Reference] Indicates whether a document text exists for sequel documents. This will be shown on the pages.
Record "Service Contract Header"
ServiceContractHeader
The service contract header record.
TableExt - Job
NVXDTOnGetDocTextFlagsOnBeforeExit
This event is used to set flags indicating whether document texts exist for the selected document or subsequent documents. This event is called if no other document text lines exists for the selected document.
[IntegrationEvent(false, false)]
local procedure NVXDTOnGetDocTextFlagsOnBeforeExit(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var DocTextExist: Boolean; var FollDocTextExist: Boolean; Job: Record "Job")
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line record that is filtered to search for specific criteria.
Boolean
DocTextExist
[Pass by Reference] Indicates whether a document text exists for the selected document. This will be shown on the pages.
Boolean
FollDocTextExist
[Pass by Reference] Indicates whether a document text exists for sequel documents. This will be shown on the pages.
Record "Job"
Job
The job record.
NVXDTOnAfterGetDocTextFlags
This event is used to set flags indicating whether document texts exist for the selected document or subsequent documents.
[IntegrationEvent(false, false)]
local procedure NVXDTOnAfterGetDocTextFlags(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var DocTextExist: Boolean; var FollDocTextExist: Boolean)
begin
end;
Parameters
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line record that is filtered to search for specific criteria.
Boolean
DocTextExist
[Pass by Reference] Indicates whether a document text exists for the selected document. This will be shown on the pages.
Boolean
FollDocTextExist
[Pass by Reference] Indicates whether a document text exists for sequel documents. This will be shown on the pages.
Record "Job"
Job
The job record.
TableExt - NVXDT Extended Text Line
NVXDTOnBeforeEditText
The event is used to edit the text before it is saved.
[IntegrationEvent(false, false)]
local procedure NVXDTOnBeforeEditText(var ExtendedTextLine: Record "Extended Text Line"; var IsHandled: Boolean)
begin
end;
Parameters
Type
Name
Description
Record "Extended Text Line"
ExtendedTextLine
[Pass by Reference] The extended text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
Codeunit - NVXDT Document Text Mgt.
OnBeforeGetRecordRefData
The event is used to read all necessary values of a document and store them in global variables. These global variables are then needed in the various functions of the codeunit. If IsHandled is set to true, the execution of the called function is interrupted.
[IntegrationEvent(false, false)]
local procedure OnBeforeGetRecordRefData(RecordRef: RecordRef; var _TableID: Integer; var _DocNo: Code[20]; var _DocDate: Date; var _DocType: Enum "NVXDT Document Type"; var _DocStatus: Option; var _DocLineNo: Integer; var _DocLineTheNo: Code[20]; var _DocLineTheType: Option; var IsHandled: Boolean; LanguageCode: Code[10])
begin
end;
Parameters
Type
Name
Description
RecordRef
RecordRef
The RecordRef that refers to the document.
Integer
_TableID
[Pass by Reference] The Table Id for this document.
Code[20]
_DocNo
[Pass by Reference] The document number.
Date
_DocDate
[Pass by Reference] The document date.
Enum "NVXDT Document Type"
_DocType
[Pass by Reference] The document type.
Option
_DocStatus
[Pass by Reference] The document status.
Integer
_DocLineNo
[Pass by Reference] The document line number.
Code[20]
_DocLineTheNo
[Pass by Reference] The number of line type.
Option
_DocLineTheType
[Pass by Reference] The type of transaction that is being posted for the document line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
Code[10]
LanguageCode
The language code.
OnAfterGetRecordRefData
The event is used to read all necessary values of a document and store them in global variables. These global variables are then needed in the various functions of the codeunit.
[IntegrationEvent(false, false)]
local procedure OnAfterGetRecordRefData(RecordRef: RecordRef; var _TableID: Integer; var _DocNo: Code[20]; var _DocDate: Date; var _DocType: Enum "NVXDT Document Type"; var _DocStatus: Option; var _DocLineNo: Integer; var _DocLineTheNo: Code[20]; var _DocLineTheType: Option; LanguageCode: Code[10])
begin
end;
Parameters
Type
Name
Description
RecordRef
RecordRef
The RecordRef that refers to the document.
Integer
_TableID
[Pass by Reference] The Table Id for this document.
Code[20]
_DocNo
[Pass by Reference] The document number.
Date
_DocDate
[Pass by Reference] The document date.
Enum "NVXDT Document Type"
_DocType
[Pass by Reference] The document type.
Option
_DocStatus
[Pass by Reference] The document status.
Integer
_DocLineNo
[Pass by Reference] The document line number.
Code[20]
_DocLineTheNo
[Pass by Reference] The number of line type.
Option
_DocLineTheType
[Pass by Reference] The type of transaction that is being posted for the document line.
Code[10]
LanguageCode
The language code.
OnGetRecordRefDataUnknownTable
The event is used to read all necessary values of a non standard Business Central table and store them in global variables. These global variables are then needed in the various functions of the codeunit.
[IntegrationEvent(false, false)]
local procedure OnGetRecordRefDataUnknownTable(RecordRef: RecordRef; var _TableID: Integer; var _DocNo: Code[20]; var _DocDate: Date; var _DocType: Enum "NVXDT Document Type"; var _DocStatus: Option; var GlobalVersionNo: Integer; var _DocLineNo: Integer; var _DocLineTheNo: Code[20]; var _DocLineTheType: Option; var Handled: Boolean)
begin
end;
Type
Name
Description
RecordRef
RecordRef
The RecordRef that refers to the document.
Integer
_TableID
[Pass by Reference] The Table Id for this document.
Code[20]
_DocNo
[Pass by Reference] The document number.
Date
_DocDate
[Pass by Reference] The document date.
Enum "NVXDT Document Type"
_DocType
[Pass by Reference] The document type.
Option
_DocStatus
[Pass by Reference] The document status.
Integer
GlobalVersionNo
[Pass by Reference] The version number of the document.
Integer
_DocLineNo
[Pass by Reference] The document line number.
Code[20]
_DocLineTheNo
[Pass by Reference] The number of line type.
Option
_DocLineTheType
[Pass by Reference] The type of transaction that is being posted for the document line.
OnBeforeDeleteText
The event is used to delete the text lines before deleting the document.
[IntegrationEvent(false, false)]
local procedure OnBeforeDeleteText(RecordRef: RecordRef; var IsHandled: Boolean)
begin
end;
Type
Name
Description
RecordRef
RecordRef
The RecordRef that refers to the document.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterDoPrintUnknownTableID
The event is used to print the text lines of a non standard Business Central table.
[IntegrationEvent(false, false)]
local procedure OnAfterDoPrintUnknownTableID(TableID: Integer; DocLineTheType: Option; DocLineTheType2: Option; DocLineTheNo: Code[20]; Unconditionally: Boolean; var AutoText: Boolean; var Handled: Boolean)
begin
end;
Type
Name
Description
Integer
TableID
The Table Id for this document.
Option
DocLineTheType
The type of transaction that is being posted for the document line.
Option
DocLineTheType2
The type of transaction that is being posted for the document line.
Code[20]
DocLineTheNo
The number of line type.
Boolean
Unconditionally
Print the text unconditionally.
Boolean
AutoText
[Pass by Reference] Print the text automatically.
Boolean
Handled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnBeforeDoPrintText
The event is used to edit the text lines before printing.
[IntegrationEvent(false, false)]
local procedure OnBeforeDoPrintText(var TableID: Integer; var DocLineTheType: Option; var DocLineTheType2: Option; var DocLineTheNo: Code[20]; var Unconditionally: Boolean; var AutoText: Boolean; var IsHandled: Boolean)
begin
end;
Type
Name
Description
Integer
TableID
[Pass by Reference] The Table Id for this document.
Option
DocLineTheType
[Pass by Reference] The type of transaction that is being posted for the document line.
Option
DocLineTheType2
[Pass by Reference] The type of transaction that is being posted for the document line.
Code[20]
DocLineTheNo
[Pass by Reference] The number of line type.
Boolean
Unconditionally
[Pass by Reference] Print the text unconditionally.
Boolean
AutoText
[Pass by Reference] Print the text automatically.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnBeforeExtTextToDocTextSetSequelFields
The event is used to set the sequel fields for the document flow of the document text line.
[IntegrationEvent(false, false)]
local procedure OnBeforeExtTextToDocTextSetSequelFields(var TempDocTextLine: Record "NVXDT Doc. Text Line"; var ExtendedTextHeader: Record "Extended Text Header")
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
TempDocTextLine
[Temporary] [Pass by Reference] The document text line.
Record "Extended Text Header"
ExtendedTextHeader
[Pass by Reference] The extended text header.
OnBeforeExtTextToJobTextSetSequelFields
The event is used to set the sequel fields for the job flow of the document text line.
[IntegrationEvent(false, false)]
local procedure OnBeforeExtTextToJobTextSetSequelFields(var TempNVXDTJobTextLine: Record "NVXDT Job Text Line"; var ExtendedTextHeader: Record "Extended Text Header")
begin
end;
Type
Name
Description
Record "NVXDT Job Text Line"
TempNVXDTJobTextLine
[Temporary] [Pass by Reference] The job text line.
Record "Extended Text Header"
ExtendedTextHeader
[Pass by Reference] The extended text header.
OnBeforeResetDocTypeFilterSetFilterGroup
The event is used to set the filter group for the document type.
[IntegrationEvent(false, false)]
local procedure OnBeforeResetDocTypeFilterSetFilterGroup(var ExtendedTextHeader: Record "Extended Text Header")
begin
end;
Type
Name
Description
Record "Extended Text Header"
ExtendedTextHeader
[Pass by Reference] The extended text header.
OnBeforeSetExtTextHeaderFilters
The event is used to set the filters for the extended text header.
[IntegrationEvent(false, false)]
local procedure OnBeforeSetExtTextHeaderFilters(var ExtendedTextHeader: Record "Extended Text Header"; LanguageCode: Code[10]; TableID: Integer; DocNo: Code[20]; var DocType: Enum "NVXDT Document Type"; var DocDate: Date; DocLineTheType: Option; DocLineTheNo: Code[20]; var DocLineNo: Integer; var TextType: Enum "NVXDT Text Type"; var Unconditional: Boolean; var AddedLines: Boolean; var IsHandled: Boolean)
begin
end;
Type
Name
Description
Record "Extended Text Header"
ExtendedTextHeader
[Pass by Reference] The extended text header.
Code[10]
LanguageCode
The language code.
Integer
TableID
The Table Id for this document.
Code[20]
DocNo
The document number.
Enum "NVXDT Document Type"
DocType
[Pass by Reference] The document type.
Date
DocDate
The document date.
Option
DocLineTheType
The type of transaction that is being posted for the document line.
Code[20]
DocLineTheNo
The number of line type.
Integer
DocLineNo
[Pass by Reference] The document line number.
Enum "NVXDT Text Type"
TextType
[Pass by Reference] The text type.
Boolean
Unconditional
[Pass by Reference] Print the text unconditionally.
Boolean
AddedLines
[Pass by Reference] Print the text automatically.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterSetExtTextHeaderFilters
The event is used to set the filters for the extended text header.
[IntegrationEvent(false, false)]
local procedure OnAfterSetExtTextHeaderFilters(var ExtendedTextHeader: Record "Extended Text Header"; var AddedLines: Boolean)
begin
end;
Type
Name
Description
Record "Extended Text Header"
ExtendedTextHeader
[Pass by Reference] The extended text header.
Boolean
AddedLines
[Pass by Reference] Print the text automatically.
OnBeforeSetDocTextLineFields
The event is used to set the fields for the document text line.
[IntegrationEvent(false, false)]
local procedure OnBeforeSetDocTextLineFields(TableID: Integer; var DocType: Enum "NVXDT Document Type"; DocNo: Code[20]; var DocLineNo: Integer; var TextType: Enum "NVXDT Text Type"; var IsHandled: Boolean)
begin
end;
Type
Name
Description
Integer
TableID
The Table Id for this document.
Enum "NVXDT Document Type"
DocType
[Pass by Reference] The document type.
Code[20]
DocNo
The document number.
Integer
DocLineNo
[Pass by Reference] The document line number.
Enum "NVXDT Text Type"
TextType
[Pass by Reference] The text type.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnBeforeShowTexts
The event is used to show the texts.
[IntegrationEvent(false, false)]
local procedure OnBeforeShowTexts(RecordRef: RecordRef; TextType: Enum "NVXDT Text Type"; var Handled: Boolean)
begin
end;
Type
Name
Description
RecordRef
RecordRef
The RecordRef that refers to the document.
Enum "NVXDT Text Type"
TextType
The text type.
Boolean
Handled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterSetDocTextLineFilterOnUnknownTableID
The event is used to set the filter for the document text line of a non standard Business Central table.
[IntegrationEvent(false, false)]
local procedure OnAfterSetDocTextLineFilterOnUnknownTableID(TableID: Integer; DocType: Enum "NVXDT Document Type"; DocNo: Code[20]; DocLineNo: Integer; var DocTextLine: Record "NVXDT Doc. Text Line"; var Handled: Boolean)
begin
end;
Type
Name
Description
Integer
TableID
The Table Id for this document.
Enum "NVXDT Document Type"
DocType
The document type.
Code[20]
DocNo
The document number.
Integer
DocLineNo
The document line number.
Record "NVXDT Doc. Text Line"
DocTextLine
[Pass by Reference] The document text line.
Boolean
Handled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
The event is used to set the filter for the extended text header of a non standard Business Central table.
[IntegrationEvent(false, false)]
local procedure OnAfterSetExtTextHeaderDocTypeFiltersOnUnknownTableID(TableID: Integer; DocType: Enum "NVXDT Document Type"; var ExtendedTextHeader: Record "Extended Text Header"; var Handled: Boolean)
begin
end;
Type
Name
Description
Integer
TableID
The Table Id for this document.
Enum "NVXDT Document Type"
DocType
The document type.
Record "Extended Text Header"
ExtendedTextHeader
[Pass by Reference] The extended text header.
Boolean
Handled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
The event is used to set the filter for the extended text header of a non standard Business Central table.
[IntegrationEvent(false, false)]
local procedure OnAfterSetExtTextHeaderTableFilterOnUnknownTableID(TableID: Integer; DocLineTheType: Option; DocLineTheNo: Code[20]; var ExtendedTextHeader: Record "Extended Text Header"; var Handled: Boolean)
begin
end;
Type
Name
Description
Integer
TableID
The Table Id for this document.
Option
DocLineTheType
The type of transaction that is being posted for the document line.
Code[20]
DocLineTheNo
The number of line type.
Record "Extended Text Header"
ExtendedTextHeader
[Pass by Reference] The extended text header.
Boolean
Handled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnInsertItemAttributeTextLineUnknownTableID
The event is used to insert the item attribute text line of a non standard Business Central table.
[IntegrationEvent(false, false)]
local procedure OnInsertItemAttributeTextLineUnknownTableID(RecordRef: RecordRef; TableID: Integer; DocType: Enum "NVXDT Document Type"; DocNo: Code[20]; DocLineNo: Integer; TextType: Enum "NVXDT Text Type"; var AddedLines: Boolean; var IsHandled: Boolean)
begin
end;
Type
Name
Description
RecordRef
RecordRef
The RecordRef that refers to the document.
Integer
TableID
The Table Id for this document.
Enum "NVXDT Document Type"
DocType
The document type.
Code[20]
DocNo
The document number.
Integer
DocLineNo
The document line number.
Enum "NVXDT Text Type"
TextType
The text type.
Boolean
AddedLines
[Pass by Reference] Print the text automatically.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnSetDocTextLineFieldTableNotDefined
The event is used to set the fields for the document text line of a non standard Business Central table.
[IntegrationEvent(false, false)]
local procedure OnSetDocTextLineFieldTableNotDefined(TableID: Integer; var DocType: Enum "NVXDT Document Type"; DocNo: Code[20]; var DocLineNo: Integer; var TextType: Enum "NVXDT Text Type"; var IsHandled: Boolean)
begin
end;
Type
Name
Description
Integer
TableID
The Table Id for this document.
Enum "NVXDT Document Type"
DocType
[Pass by Reference] The document type.
Code[20]
DocNo
The document number.
Integer
DocLineNo
[Pass by Reference] The document line number.
Enum "NVXDT Text Type"
TextType
[Pass by Reference] The text type.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnBeforeGetCustomerOrVendorTextCodes
The event is used to get the customer or vendor text codes.
[IntegrationEvent(false, false)]
local procedure OnBeforeGetCustomerOrVendorTextCodes(GlobalTableID: Integer; Customer: Record Customer; Vendor: Record Vendor; var IsHandled: Boolean)
begin
end;
Type
Name
Description
Integer
GlobalTableID
The Table Id for this document.
Record Customer
Customer
The customer record.
Record Vendor
Vendor
The vendor record.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnCopyJobTextToDocText
The event is used to copy the job text to the document text.
[IntegrationEvent(false, false)]
local procedure OnCopyJobTextToDocText(var FromNVXDTJobTextLine: Record "NVXDT Job Text Line"; var ToNVXDTDocTextLine: Record "NVXDT Doc. Text Line")
begin
end;
The event is used to set the sequel fields for the document text line.
[IntegrationEvent(false, false)]
local procedure OnAfterCopyJobTextLineToTempDocTextLineOnSetSequelFields(var FromNVXDTJobTextLine: Record "NVXDT Job Text Line"; var TempNVXDTDocTextLine: Record "NVXDT Doc. Text Line");
begin
end;
Type
Name
Description
Record "NVXDT Job Text Line"
FromNVXDTJobTextLine
[Pass by Reference] The job text line.
Record "NVXDT Doc. Text Line"
TempNVXDTDocTextLine
[Pass by Reference] The document text line.
OnBeforeSetFilterOnCopyText
The event is used to set the filter on copy text.
[IntegrationEvent(false, false)]
local procedure OnBeforeSetFilterOnCopyText(FromRecordRef: RecordRef; ToRecordRef: RecordRef; DeleteFromText: Boolean)
begin
end;
Type
Name
Description
RecordRef
FromRecordRef
The RecordRef that refers to the document.
RecordRef
ToRecordRef
The RecordRef that refers to the document.
Boolean
DeleteFromText
Delete the text from the text line.
OnAfterSetFilterOnCopyText
The event is used to set the filter on copy text.
[IntegrationEvent(false, false)]
local procedure OnAfterSetFilterOnCopyText(FromRecordRef: RecordRef; ToRecordRef: RecordRef; DeleteFromText: Boolean)
begin
end;
Type
Name
Description
RecordRef
FromRecordRef
The RecordRef that refers to the document.
RecordRef
ToRecordRef
The RecordRef that refers to the document.
Boolean
DeleteFromText
Delete the text from the text line.
OnBeforeFindDocTextLinesCopyTextNormal
The event is used to filter document text lines in the CopyText function. The event is called before the document text lines are collected from the database.
[IntegrationEvent(false, false)]
local procedure OnBeforeFindDocTextLinesCopyTextNormal(FromRecordRef: RecordRef; ToRecordRef: RecordRef; FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line");
begin
end;
Type
Name
Description
RecordRef
FromRecordRef
The RecordRef that refers to the source document.
RecordRef
ToRecordRef
The RecordRef that refers to the destination document.
Record "NVXDT Doc. Text Line"
FromNVXDTDocTextLine
The document text line record.
OnBeforeInsertCopyTextNormal
The event is used to set the sequel fields for the document text lines when integrate new document types.
[IntegrationEvent(false, false)]
local procedure OnBeforeInsertCopyTextNormal(var FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var ToNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var IsHandled: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
FromNVXDTDocTextLine
[Pass by Reference] The source document text line.
Record "NVXDT Doc. Text Line"
ToNVXDTDocTextLine
[Pass by Reference] The destination document text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnBeforeFindDocTextLinesCopyTextPosted
The event is used to filter document text lines in the CopyText function. The event is called before the document text lines are collected from the database.
[IntegrationEvent(false, false)]
local procedure OnBeforeFindDocTextLinesCopyTextPosted(FromRecordRef: RecordRef; ToRecordRef: RecordRef; FromNVXDTDocTextLine: Record "NVXDT Posted Doc. Text Line");
begin
end;
Type
Name
Description
RecordRef
FromRecordRef
The RecordRef that refers to the source document.
RecordRef
ToRecordRef
The RecordRef that refers to the destination document.
Record "NVXDT Posted Doc. Text Line"
FromNVXDTDocTextLine
The document text line record.
OnBeforeInsertCopyTextPosted
The event is used to set the sequel fields for the document text lines when integrate new document types.
[IntegrationEvent(false, false)]
local procedure OnBeforeInsertCopyTextPosted(var FromPostedNVXDTDocTextLine: Record "NVXDT Posted Doc. Text Line"; var ToNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var IsHandled: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Posted Doc. Text Line"
FromPostedNVXDTDocTextLine
[Pass by Reference] The source document text line.
Record "NVXDT Doc. Text Line"
ToNVXDTDocTextLine
[Pass by Reference] The destination document text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnBeforeFindDocTextLinesCopyTextArchive
The event is used to filter document text lines in the CopyText function. The event is called before the document text lines are collected from the database.
[IntegrationEvent(false, false)]
local procedure OnBeforeFindDocTextLinesCopyTextArchive(FromRecordRef: RecordRef; ToRecordRef: RecordRef; FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line Archive");
begin
end;
Type
Name
Description
RecordRef
FromRecordRef
The RecordRef that refers to the source document.
RecordRef
ToRecordRef
The RecordRef that refers to the destination document.
Record "NVXDT Doc. Text Line Archive"
FromNVXDTDocTextLine
The document text line record.
OnBeforeInsertCopyTextArchive
The event is used to set the sequel fields for the document text lines when integrate new document types.
[IntegrationEvent(false, false)]
local procedure OnBeforeInsertCopyTextArchive(var FromNVXDTDocTextLineArchive: Record "NVXDT Doc. Text Line Archive"; var ToNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var IsHandled: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line Archive"
FromNVXDTDocTextLineArchive
[Pass by Reference] The source document text line.
Record "NVXDT Doc. Text Line"
ToNVXDTDocTextLine
[Pass by Reference] The destination document text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnBeforeTestDocTextLineInsert
The event is used to test the document text line insert.
[IntegrationEvent(false, false)]
local procedure OnBeforeTestDocTextLineInsert(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var Result: Boolean; var IsHandled: Boolean)
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Boolean
Result
[Pass by Reference] The result of the test.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnTestDocTextLineInsertUnknownTable
The event is used to test the document text line insert of a non standard Business Central table.
[IntegrationEvent(false, false)]
local procedure OnTestDocTextLineInsertUnknownTable(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var Result: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Boolean
Result
[Pass by Reference] The result of the test.
OnAfterTestDocTextLineInsert
The event is used to test the document text line insert.
[IntegrationEvent(false, false)]
local procedure OnAfterTestDocTextLineInsert(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var Result: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Boolean
Result
[Pass by Reference] The result of the test.
OnAfterResetSequelFields
The event is used to reset the sequel fields.
[IntegrationEvent(false, false)]
local procedure OnAfterResetSequelFields(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line");
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
OnAfterResetSequelFieldsArchive
The event is used to reset the sequel fields for the archive.
[IntegrationEvent(false, false)]
local procedure OnAfterResetSequelFieldsArchive(var NVXDTDocTextLineArchive: Record "NVXDT Doc. Text Line Archive");
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line Archive"
NVXDTDocTextLineArchive
[Pass by Reference] The document text line archive.
OnSetExtTextHeaderDocTypeFiltersSales
The event is used to set the filter for the extended text header for sales.
[IntegrationEvent(false, false)]
local procedure OnSetExtTextHeaderDocTypeFiltersSales(var ExtendedTextHeader: Record "Extended Text Header"; TableID: Integer; DocType: Enum "NVXDT Document Type")
begin
end;
Type
Name
Description
Record "Extended Text Header"
ExtendedTextHeader
[Pass by Reference] The extended text header.
Integer
TableID
The Table Id for this document.
Enum "NVXDT Document Type"
DocType
The document type.
OnSetExtTextHeaderDocTypeFiltersPurchase
The event is used to set the filter for the extended text header for purchase.
[IntegrationEvent(false, false)]
local procedure OnSetExtTextHeaderDocTypeFiltersPurchase(var ExtendedTextHeader: Record "Extended Text Header"; TableID: Integer; DocType: Enum "NVXDT Document Type")
begin
end;
Type
Name
Description
Record "Extended Text Header"
ExtendedTextHeader
[Pass by Reference] The extended text header.
Integer
TableID
The Table Id for this document.
Enum "NVXDT Document Type"
DocType
The document type.
OnSetExtTextHeaderDocTypeFiltersService
The event is used to set the filter for the extended text header for service.
[IntegrationEvent(false, false)]
local procedure OnSetExtTextHeaderDocTypeFiltersService(var ExtendedTextHeader: Record "Extended Text Header"; TableID: Integer; DocType: Enum "NVXDT Document Type")
begin
end;
Type
Name
Description
Record "Extended Text Header"
ExtendedTextHeader
[Pass by Reference] The extended text header.
Integer
TableID
The Table Id for this document.
Enum "NVXDT Document Type"
DocType
The document type.
OnSetExtTextHeaderDocTypeFiltersJob
The event is used to set the filter for the extended text header for job.
[IntegrationEvent(false, false)]
local procedure OnSetExtTextHeaderDocTypeFiltersJob(var ExtendedTextHeader: Record "Extended Text Header"; TableID: Integer; DocType: Enum "NVXDT Document Type")
begin
end;
Type
Name
Description
Record "Extended Text Header"
ExtendedTextHeader
[Pass by Reference] The extended text header.
Integer
TableID
The Table Id for this document.
Enum "NVXDT Document Type"
DocType
The document type.
OnBeforeSetSequelFieldsSales
The event is used to set the sequel fields for sales.
[IntegrationEvent(false, false)]
local procedure OnBeforeSetSequelFieldsSales(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; MakeNew: Boolean; var IsHandled: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Record "NVXDT Doc. Text Line"
FromNVXDTDocTextLine
The document text line from which the sequel fields are copied.
Boolean
MakeNew
Make a new document text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterSetSequelFieldsSales
The event is used to set the sequel fields for sales.
[IntegrationEvent(false, false)]
local procedure OnAfterSetSequelFieldsSales(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; MakeNew: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Record "NVXDT Doc. Text Line"
FromNVXDTDocTextLine
The document text line from which the sequel fields are copied.
Boolean
MakeNew
Make a new document text line.
OnBeforeSetSequelFieldsPurchase
The event is used to set the sequel fields for purchase.
[IntegrationEvent(false, false)]
local procedure OnBeforeSetSequelFieldsPurchase(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; MakeNew: Boolean; var IsHandled: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Record "NVXDT Doc. Text Line"
FromNVXDTDocTextLine
The document text line from which the sequel fields are copied.
Boolean
MakeNew
Make a new document text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterSetSequelFieldsPurchase
The event is used to set the sequel fields for purchase.
[IntegrationEvent(false, false)]
local procedure OnAfterSetSequelFieldsPurchase(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; MakeNew: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Record "NVXDT Doc. Text Line"
FromNVXDTDocTextLine
The document text line from which the sequel fields are copied.
Boolean
MakeNew
Make a new document text line.
OnBeforeSetSequelFieldsService
The event is used to set the sequel fields for service.
[IntegrationEvent(false, false)]
local procedure OnBeforeSetSequelFieldsService(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; MakeNew: Boolean; var IsHandled: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Record "NVXDT Doc. Text Line"
FromNVXDTDocTextLine
The document text line from which the sequel fields are copied.
Boolean
MakeNew
Make a new document text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterSetSequelFieldsService
The event is used to set the sequel fields for service.
[IntegrationEvent(false, false)]
local procedure OnAfterSetSequelFieldsService(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; MakeNew: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Record "NVXDT Doc. Text Line"
FromNVXDTDocTextLine
The document text line from which the sequel fields are copied.
Boolean
MakeNew
Make a new document text line.
OnBeforeSetSequelFieldsJob
The event is used to set the sequel fields for job.
[IntegrationEvent(false, false)]
local procedure OnBeforeSetSequelFieldsJob(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; MakeNew: Boolean; var IsHandled: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Record "NVXDT Doc. Text Line"
FromNVXDTDocTextLine
The document text line from which the sequel fields are copied.
Boolean
MakeNew
Make a new document text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterSetSequelFieldsJob
The event is used to set the sequel fields for job.
[IntegrationEvent(false, false)]
local procedure OnAfterSetSequelFieldsJob(var NVXDTDocTextLine: Record "NVXDT Doc. Text Line"; FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; MakeNew: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
NVXDTDocTextLine
[Pass by Reference] The document text line.
Record "NVXDT Doc. Text Line"
FromNVXDTDocTextLine
The document text line from which the sequel fields are copied.
Boolean
MakeNew
Make a new document text line.
OnBeforeSetSequelFieldsJobPlanningLine
The event is used to set the sequel fields for job planning line.
[IntegrationEvent(false, false)]
local procedure OnBeforeSetSequelFieldsJobPlanningLine(var NVXDTJobTextLine: Record "NVXDT Job Text Line"; MakeNew: Boolean; var IsHandled: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Job Text Line"
NVXDTJobTextLine
[Pass by Reference] The job text line.
Boolean
MakeNew
Make a new job text line.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterSetSequelFieldsJobPlanningLine
The event is used to set the sequel fields for job planning line.
[IntegrationEvent(false, false)]
local procedure OnAfterSetSequelFieldsJobPlanningLine(var NVXDTJobTextLine: Record "NVXDT Job Text Line"; MakeNew: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Job Text Line"
NVXDTJobTextLine
[Pass by Reference] The job text line.
Boolean
MakeNew
Make a new job text line.
OnAfterSetSequelFields
The event is used to set the sequel fields.
[IntegrationEvent(false, false)]
local procedure OnAfterSetSequelFields(var ToNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; var FromNVXDTDocTextLine: Record "NVXDT Doc. Text Line"; MakeNew: Boolean);
begin
end;
Type
Name
Description
Record "NVXDT Doc. Text Line"
ToNVXDTDocTextLine
[Pass by Reference] The document text line.
Record "NVXDT Doc. Text Line"
FromNVXDTDocTextLine
The document text line from which the sequel fields are copied.
Boolean
MakeNew
Make a new document text line.
OnBeforeSetSequelFieldsArchive
The event is used to set the sequel fields for the archive.
Codeunit - NVXDT File Management
OnBeforeExportOnBeforeDialog
The event is used to export the file before the dialog.
[IntegrationEvent(false, false)]
local procedure OnBeforeExportOnBeforeDialog(ClientFileName: Text[1024]; var TempBlob: Codeunit "Temp Blob"; var IsHandled: Boolean)
begin
end;
Type
Name
Description
Text[1024]
ClientFileName
The client file name.
TempBlob
[Pass by Reference] The temporary blob where the binary stream is to be saved.
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterExportOnAfterExport
The event is used to export the file after the export.
[IntegrationEvent(false, false)]
local procedure OnAfterExport(ClientFileName: Text[1024]; var TempBlob: Codeunit "Temp Blob")
begin
end;
Type
Name
Description
Text[1024]
ClientFileName
The client file name.
Codeunit "Temp Blob"
TempBlob
[Pass by Reference] The temporary blob where the binary stream is to be saved.
OnBeforeImportOnBeforeDialog
The event is used to import the file before the dialog.
[IntegrationEvent(false, false)]
local procedure OnBeforeImportOnBeforeDialog(ClientFileName: Text[1024]; var TempBlob: Codeunit "Temp Blob"; FilterString: Text[250]; ExtFilterString: Text[250]; var IsHandled: Boolean)
begin
end;
Type
Name
Description
Text[1024]
ClientFileName
The client file name.
Codeunit "Temp Blob"
TempBlob
[Pass by Reference] The temporary blob where the binary stream is to be saved.
Text[250]
FilterString
The filter string.
Text[250]
ExtFilterString
The extension filter string.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterImport
The event is used to import the file after the import.
[IntegrationEvent(false, false)]
local procedure OnAfterImport(ClientFileName: Text[1024]; var TempBlob: Codeunit "Temp Blob")
begin
end;
Type
Name
Description
Text[1024]
ClientFileName
The client file name.
Codeunit "Temp Blob"
TempBlob
[Pass by Reference] The temporary blob where the binary stream is to be saved.
Codeunit - NVXDT Placeholder Mgt.
OnBeforeConvertPlaceholder
The event is used to convert the placeholder.
[BusinessEvent(true)]
local procedure OnBeforeConvertPlaceholder(var Text: Text; var RecordRef: RecordRef; var IsHandled: Boolean)
begin
end;
Type
Name
Description
Text
Text
[Pass by Reference] The text to be converted.
RecordRef
RecordRef
[Pass by Reference] The RecordRef that refers to the document.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
OnAfterConvertPlaceholder
The event is used to convert the placeholder.
[BusinessEvent(true)]
local procedure OnAfterConvertPlaceholder(var Text: Text)
begin
end;
Type
Name
Description
Text
Text
[Pass by Reference] The text to be converted.
Codeunit - NVXDT Report Management
OnGetReportText
The event is used to get the report text.
[IntegrationEvent(false, false)]
procedure OnGetReportText(var RecordRef: RecordRef; NVXDTTextType: enum "NVXDT Text Type"; AsHTML: Boolean; var Output: Text; var IsHandled: Boolean);
begin
end;
Type
Name
Description
RecordRef
RecordRef
[Pass by Reference] The RecordRef that refers to the document.
Enum "NVXDT Text Type"
NVXDTTextType
The type of the text.
Boolean
AsHTML
True if the text is in HTML format; otherwise, false.
Text
Output
[Pass by Reference] The output text.
Boolean
IsHandled
[Pass by Reference] If set to true, the execution of the calling function is interrupted.
Docs / App / NAVAX Document Text / Information for Developers Events
If you're building your own app and need something specific from us, like an event, you can help improve the general extensibility of our apps. We'll have a look at your request, and if we can we'll implement it asap. If we can't we'll let you know and briefly explain why not. When that happens, don't be discouraged. Go back to the drawing board, see if you can work it out, and then come back and submit another request.
The NAVAX License Management page (in older versions "NAVAX License Overview" or "NCEX License Overview") displays the current license status of the NAVAX extensions.
Fields
Name
Specifies the name of the Extension.
License Status
Specifies the current license status of the Extension.
Serial No.
Specifies the serial number of the Extension.
Version
Specifies the currently installed version of the Extension.
Trial Version
A NAVAX extension can be tested or used free of charge for 30 days after installation. After that, the extension can only be used with a valid license.
Request License
The license can be requested or checked via the Current Status action. This opens a new page.
The following example shows the NAVAX extension Excel Report Builder.
Fill in the fields in the page and then click Send License Request. Please note that the licensing process may take some time. In the next few days you will receive an email with further information.
Note
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
Activate/Update License
As soon as the licensing has been completed, you will receive an email and the license can be activated via the Update License action. The license is company independent. So it does not matter in which company the action is called.
Note
The licence must be updated once a year via the Update License action.
The update is only possible or necessary within the last 30 days before the license expires, or afterwards. Within the last 30 days before the license expires, notes are displayed.
If the Automatic License Renewal is enabled, the Update License action is called automatically before the license expires. During this process, all licenses for which automatic license renewal is enabled are checked and updated if necessary. If automatic renewal is not successful, notifications will be displayed within the last 15 days before the license expires. Note that the setting is only active after the license has been activated.
This action can be used to open the Microsoft AppSource ratings page for the extension. We would be very happy if you submit your rating and let us know about your experience with the Extension.
The following Granules are required for an On-Premises installation:
70714775 NAVAX Document Text
1010860 NAVAX Extension Base
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
Would you like to know what has changed in the extension? Below you'll find an overview of the new features and changes made in the updates.
Version 26.3.2.1
as of Business Central 26 2025/09/29
Note
This version is also available as a downgrade version for Business Central 21.
Improvements
Darstellung der Belegtextzeilen in gebuchten Belegen überarbeitet, korrekte Formatierung und verbesserte Lesbarkeit.
Texteditor jetzt auch in gebuchten Belegen verfügbar.
Die automatische Lizenzverlängerung versucht jetzt nicht mehr die Lizenz direkt zu aktualisieren, sondern startet stattdessen automatisch eine Aufgabenwarteschlange. Dabei werden alle Lizenzen, für die die automatische Lizenzverlängerung aktiviert ist, geprüft und bei Bedarf aktualisiert.
For more information, see Appendix, NAVAX License Management.
Version 26.3.2.0
as of Business Central 26 2025/09/29
Improvements
Archivierungsfunktion von Projekt Belegtextzeilen hinzugefügt.
Fehler bei Auswahl von Platzhaltern über die Standardtextbausteine korrigiert.
Version 26.3.1.0
as of Business Central 26 2025/07/03
Important
Für On-Premises ist eine Aktualisierung der Lizenz bzw. folgender Granules erforderlich:
70714775 NAVAX Document Text
Improvements
Neues Feature Verkäufer/Einkäufer Vor- und Nachtexte.
Archivierte Belegtexte stehen nun in sämtlichen verfügbaren Archivbereichen zur Verfügung.
Feld Zlg.-Bedingungstext auf der Projektkarte hinzugefügt.
Modifications
Die Event-Methoden wurden an die Anforderungen der Business Central Version 26 angepasst und um zusätzliche Parameter erweitert, um die Funktionalität sowie die Flexibilität der Integration zu verbessern.
For more information, see Information for Developers, Extending NAVAX Document Text.
Die Aktionen Vortext und Nachtext wurden auf den relevanten Seiten in die passenden Aktionsgruppen einsortiert, sodass sie nun übersichtlicher und entsprechend der Standard-Navigation von Business Central zugänglich sind.
Das Feld Lieferbedingungstext wurde auf einigen Seiten angezeigt, auch wenn das zugehörige Feld Lieferbedingung noch ausgeblendet war und erst nach Klick auf Mehr anzeigen sichtbar wurde. Die Sichtbarkeit beider Felder wurde nun vereinheitlicht.
Bei der Erstellung von Projektplanzeilen wurde die Funktion für Belegtexte nicht angewendet. Stattdessen wurden Zeilen des Typs Bemerkung gemäß dem konfigurierten Standardtextcode eingefügt.
Important
Diese Fehlerbehebung erfordert mindestens die Anwendungsversion 26.2.34746.35167 von Business Central, da einige EventSubcriber dafür notwendig sind die es in vorherigen Versionen nicht gab.
Beim Drucken des Belegs Proforma-Rechnung wurden die zugehörigen Belegtexte im NVXDT Standardlayout nicht angezeigt.
Im Bericht Projektangebot wurden Anzeigefehler behoben, sodass nun alle relevanten Felder und Texte korrekt dargestellt werden. Zusätzlich wurde das Layout überarbeitet und an den aktuellen Business Central Standard angepasst.
Version 21.3.0.2
as of Business Central 21 2025/04/02
Corrections
Ein Fehler in der Upgrade- und Installationsroutine wurde behoben.
Version 21.3.0.1
as of Business Central 21 2025/03/24
Corrections
Ein Fehler in der Upgrade- und Installationsroutine wurde behoben. Dieser Fehler führte dazu, dass ein fehlerhafter Eintrag in der Lizenzverwaltung generiert wurde.
Version 21.3.0.0
as of Business Central 21 2025/03/07
Neuer Produktname
Die Erweiterung NCDT Belegtext wurde umbenannt in NAVAX Belegtext.
Die resourceExposurePolicy-Einstellungen der Erweiterung wurden geändert.
Spaltenbreiten bei allen Textzeilen in denen Formatierungen verfügbar sind angepasst.
Neue Report Erweiterung Einkauf - Bestellung hinzugefügt.
Änderung relevanter Captions (Beschreibungen) im Bereich Projekte.
Corrections
Fehlende Option Einzug in den Gebuchten Belegtextzeilen hinzugefügt.
Version 21.2.1.0
as of Business Central 21 2024/08/30
Improvements
Neues Feature Abstand Oben/Unten hinzugefügt.
Mit diesen neuen Formatierungsoptionen können Sie die Zeilen nach oben bzw. unten vergrößern und damit Abstände zwischen den Zeilen erstellen.
Setup, Extended Texts
Neues Feature Einrückung hinzugefügt.
Mit dieser neuen Formatierungsoption kann ein Einzug am Anfang der Zeile umgesetzt werden.
Setup, Extended Texts
Modifications
Die Beschreibungen in den Berichtlayouts wurden gesetzt.
Corrections
Korrektur der EventSubscriber, die das Anfügen von Belegzeilen auslösen, um Fehler beim Hinzufügen von neuen Belegzeilen zu verhindern.
Bei Erstellung eines Verkaufsauftrags bzw. einer Verkaufsrechnung wurden Texte, die für die Pro-Forma Rechnung bzw. den Rechnungsentwurf (Verkaufsrechnung) bestimmt waren, nicht angefügt. Dadurch war es nicht möglich, einen Druck dieser Belege mit den zugehörigen Textzeilen zu erstellen.
Version 21.2.0.3
as of Business Central 21 2024/08/01
Improvements
Der Lieferbedingungstext wurde auf der Seite Serviceauftrag hinzugefügt.
Neue Funktionen Belegfolgefelder deaktivieren bzw. Belegfolgefelder aktivieren zum gleichzeitigen Aktivieren/Deaktivieren der Belegfolgefelder in den Textbausteinen.
Modifications
Das Logo der Erweiterung wurde geändert.
Corrections
Bei der Buchung eines Warenausgangs Option Liefern bzw. Liefern und Fakturieren aus einem Serviceauftrag heraus kam es zur Fehlermeldung 'Servicelieferungszeile' ist nicht vorhanden. Identifizierende Felder und Werte: Belegnr.='xxxxxx',Zeilennr.='xxxxxx'
Durch eine Fehlermeldung war es nicht möglich einen Serviceauftrag bzw. eine Servicerechnung direkt aus der Debitorenkarte bzw. Debitorenliste zu erstellen.
Die Belegfolgefelder für die Zeilentexte der Serviceartikelzeilen wurden nicht korrekt angezeigt bzw. befüllt.
In den Servicebelegen wurde der Zahlungsbedingungstext nicht automatisch gezogen.
Version 21.2.0.2
as of Business Central 21 2024/07/05
Corrections
Fehler beim Buchen eines Serviceauftrags wenn die Optionen Liefern oder Fakturieren verwendet wurden.
In den Belegen Servicevertragsangebot und Servicevertrag wurde das Feld Servicevertragsgruppentext nicht mitgeliefert, weshalb man dies nicht in Benutzerdefinierten Layouts verwenden konnte.
Änderungen für Entwickler bzw. die Erweiterbarkeit der App.
Corrections
Wenn aus einem Verkaufsauftrag heraus eine Proforma-Rechnung gedruckt wurde, sind die Texte, die zum Andrucken auf einer Proforma-Rechnung eingerichtet waren, nicht erschienen.
Beim Anlegen einer Projektplanzeile durch direktes Klicken in das Feld No. kam es zu einer Fehlermeldung, da die Zeilennummer noch nicht vergeben wurde.
Die in Business Central 24 hinzu gekommene Funktionalität zum Abrufen von Projektplanzeilen in den Zeilen einer Verkaufsrechnung, hat einen Fehler verursacht und es konnten keine Projektplanzeilen abgerufen werden.
In den Serviceverträgen oder Servicevertragsangeboten war es nicht möglich Servicevertragsgruppentexte zu verwenden.
Berichtslayout für die Proforma-Rechnung korrigiert. Die Zeilentexte waren falsch positioniert.
Die Belegfolgefelder wurden nicht richtig gesetzt, wenn ein Verkaufsauftrag aus einem Verkaufsangebot erstellt wurde.
Version 21.2.0.0
as of Business Central 21 2024/04/11
Improvements
Neues Feature zu Projektplanzeilen hinzugefügt, das es Benutzern ermöglicht, Texte auf Zeilenebene zu erstellen und zu bearbeiten. Mit dieser Funktion können Benutzer nun spezifische Informationen und Anweisungen direkt auf einzelnen Zeilen im Projektplan hinterlegen, um die Organisation und Verwaltung von Aufgaben zu verbessern. Darüber hinaus können automatische Texte von Artikel, Ressourcen und Sachkonten gezogen werden, um zusätzliche Kontextualisierung zu bieten.
Corrections
Beim Drucken einer Servicerechnung wurden keine Texte im Layout angedruckt.
Beim Drucken des Servicelieferscheins trat ein RenderingFehler auf.
Beim Drucken von Belegzeilen mit Artikeln, wurden manche Attribute mehrmals angezeigt, wenn ein Artikel mehrere Attribute besaß, aber nicht alle für den Druck aktiviert waren.
Version 21.1.7.0
as of Business Central 21 2024/02/28
Improvements
Auf der Page Serviceangebotszeilen wurde das Feld Zeilentext hinzugefügt. Davor wurden Textbausteine zwar gezogen waren aber nicht anpassbar, bzw. konnten keine Texte manuell hinzugefügt werden.
Die Events zum Einfügen der Textbausteine auf der Service Seite wurde verbessert, bisher wurden diese Events mehrmals hintereinander ausgeführt, wodurch es zu Fehler kommen konnte. Dies hatte auch einen Einfluss auf die Performance.
Für Entwickler von Kunden bzw. Partnern wurde in der Codeunit NVXDT Document Text Mgt. in einigen Funktionen das IsHandled Pattern implementiert.
In der Textbausteinübersicht wurden nun alle Belegoptionsfelder hinzugefügt. Standardmäßig sind diese ausgeblendet, können aber über Personalisieren nach Wunsch hinzugefügt werden.
Die Aktion Von Textbaustein kopieren auf der Page Textbaustein hat zu einem Fehler geführt, wenn der Datensatz noch nicht initialisiert wurde. Die Aktion ist nun ausgegraut solange der Datensatz noch nicht initialisiert wurde und alle erforderlichen Felder einen Wert besitzen.
Modifications
Auf den Pages Servicezeilen und Serviceangebotszeilen wurde die Aktion Zeilentexte in das Menü Zugehörig > Zeile verschoben.
Auf der Seite Textbaustein wurde der Tooltip des Belegoptionenfeldes Verkaufslieferung korrigiert.
Fehlerhafte Tooltips auf der Page Projektkarte korrigiert.
Beim Anlegen einer Servicezeile in der Serviceauftrag Page erschien die Fehlermeldung: 'Zeilennr.' muss in 'Servicezeile' einen Wert enthalten: 'Belegart=Auftrag, Belegnr.=X, Zeilennr.=0'. Der Wert darf nicht null oder leer sein.
In der Hilfe wurde die Verlinkung korrigiert, sodass man in den einzelnen Belegen (aus Business Central) nun auf die entsprechende Hilfeseite gelangt.
Beim Ändern der Belegoptionen auf der Textbaustein Page wurde die Option Serviceangebot beim Ändern mehrerer Optionen ignoriert.
Version 21.1.6.1
as of Business Central 21 2023/10/30
Modifications
Die Aktion Von Textbaustein kopieren auf der Seite Textbaustein wurde verbessert.
Corrections
Textbausteine die mit der Kombination Alle Sprachen und Sprachcode = "leer" eingerichtet sind, wurden nicht korrekt in den Belegen eingefügt.
Bei der Erstellung von Textbausteinen erschien bei der Auswahl der Belege fälschlicherweise mehrmals die Abfrage, ob alle Belege der Gruppe geändert werden sollen.
Wenn manuell erstellte Belegtexte zu einen Beleg hinzugefügt wurden, kam es in bestimmten Konstellationen mehrmals zur Abfrage ob die vorhandenen Belegtexte beibehalten bzw. neu erstellt werden sollen.
Version 21.1.6.0
as of Business Central 21 2023/09/21
Important
Für On-Premises ist eine Aktualisierung der Lizenz bzw. folgender Granules erforderlich:
70714775 NCDT Document Text by NAVAX
Improvements
Neue Funktion Import/Export hinzugefügt. Es ist nun möglich die bereits konfigurierten Standardtextcodes und Textbausteine mittels XML zu exportieren/importieren.
For more information, see Export/Import von Standardtextcodes.
Die Platzhalter Auswahl zeigt keine veralteten Tabellenfelder mehr an. Zuvor wurden diese Felder angezeigt und haben zu einem Fehler geführt wenn sie ausgewählt wurden.
Auf der Seite NCDT Feldliste war der Link zur Onlinehilfe falsch, dieser wurde korrigiert.
Bei Verkaufsaufträgen wurden die Nachfolgefelder falsch berechnet, der Wert Verkaufslieferung wurde nicht berücksichtigt.
Mit Business Central Version 22 ist der direkte Aufruf der Seite Textbausteine ermöglicht worden. Wenn man über diese Seite einen Textbaustein angelegt hat, so wurde dieser, in manchen Konstellationen, falsch eingefügt.
Wenn bei einem Belegtext ein Start & Enddatum vergeben wurde, so kam es vor, dass dieser nicht richtig gezogen wurde.
Version 21.1.5.0
as of Business Central 21 2023/03/17
Improvements
Neues Feature, Vorgabe Formatierungen für neu angelegte Textzeilen. In der NCDT Belegtexteinrichtung wurden neue Felder hinzugefügt, diese Felder dienen dazu, Vorgabe Formatierungen für neu erstellte Textzeilen zu konfigurieren.
For more information, see Einrichtung, Belegtexteinrichtung.
Die mit der Version 21.1.3.0 hinzugefügten Belegtextzeilen für Mahnungen wurden nochmals überarbeitet. Die Texte in den Mahnstufen machten keinen Sinn und wurden nun in die Mahnmethoden verschoben. Mahntextzeilen wurden wieder zurückgesetzt da diese nicht mehr konfigurierbar waren.
Note
Die Einstellungen bzgl. Vor- und Nachtexte, der Tabelle Mahnstufe werden bei dem Update gelöscht. Eine Zuordnung zu den Mahnmethoden ist nicht möglich da es mehrere Mahnstufen pro Mahnmethode gibt und somit nicht eindeutig zuordenbar.
Fehler in den Layouts der Berichte: NCDT Mahnung, NCDT Verkaufsrechnung, NCDT Rechnungsentwurf, NCDT Proforma-Rechnung und NCDT Verkaufsgutschrift wurden behoben.
Version 21.1.4.0
as of Business Central 21 2023/01/25
Improvements
Es wurden Events hinzugefügt um die Funktionalität von NCDT Belegtexte bei Bedarf zu übersteuern bzw. um eigene Filter und Einstellungen zu implementieren.
Die Häufigkeit der Prüfung der Lizenz für NCDT Belegtexte wurde optimiert. Zuvor wurde diese zu oft abgefragt und dies hatte Auswirkungen auf die Performance.
Bei Anlegen eines Textbausteins auf der Seite Standardtextcodes, wurde nach Verlassen der Seite Textbausteinübersicht, der Wert des Felds Textbaustein vorhanden nicht aktualisiert.
In den Codeunits NVXDT Document Text Mgt. und NVXDT Copy Document Management wurde das Zugriffslevel von Internal auf Public geändert. Hintergrund der Änderung ist der, dass die Events in der Codeunit nicht sichtbar waren, wenn diese in Kundenprojekten eingesetzt werden sollten.
Im Belegtextzeilenarchiv war die Anzeige der Belegfolgefelder nicht korrekt.
Im Beleg Einkaufsanfrage wurde die Lieferbedingung nicht korrekt angezeigt. Dadurch stand der Lieferbedingungstext mitten am Beleg ohne Bezug auf die Lieferbedingung.
Die Funktionen Auftrag erstellen und Rechnung erstellen im Verkaufsangebot haben die Formatierung der Belegtextzeilen nicht mitübernommen.
Version 21.1.3.1
as of Business Central 21 2022/12/23
Corrections
Bei Verwendung der Funktion Beleg kopieren, sind die Belegfolgefelder nicht richtig gesetzt worden. Der Fehler wurde behoben.
Beim Stornieren, Korrigieren von Gebuchten Verkaufsrechnungen ist der Fehler: 'Verkaufskopf' ist nicht vorhanden. Identifizierte Felder und Werte: Belegart = 'Angebot', Nr. = '**' aufgetreten. Der Grund für den Fehler war ein fehlerhafter Eventsubcriber.
In archivierten Belegen wurden die Belegfolgefelder nicht richtig gesetzt.
Version 21.1.3.0
as of Business Central 21 2022/12/20
Business Central Update
Improvements
Menüstruktur wurde verbessert. Die mit Business Central neu eingeführte Aktionsgruppen, wurden in der aktuellen Version von NCDT Belegtexte integriert und die Menüstruktur wurde verbessert.
Die Sprachensteuerung in NCDT hat nicht korrekt funktioniert. Texte die für Alle Sprachen eingerichtet wurden sind nur verwendet worden wenn der Sprachcode leer war. Texte die für Alle Sprachen eingerichtet wurden, werden nun auch unabhängig vom Sprachcode verwendet.
Modifications
Projekte wurden erweitert sodass hier auch Vor- und Nachtexte pro Projekt vergeben werden können.
NCDT Belegtexte sind nun auch für Mahnungen verfügbar. Es kann pro Mahnstufe ein Vor- und Nachtext eingerichtet werden.
Corrections
Beim Löschen eines Einkaufbelegs trat folgender Fehler auf: 'Einkaufskopf' ist nicht vorhanden. Identifizierende Felder und Werte: Belegart='_1',Nr.='xxxx'. Fehler wurde korrigiert.
Version 20.1.2.2
as of Business Central 20 2022/07/20
Corrections
Beim Löschen eines Einkaufbelegs trat folgender Fehler auf: 'Einkaufskopf' ist nicht vorhanden. Identifizierende Felder und Werte: Belegart='_1',Nr.='xxxx'. Fehler wurde korrigiert.
Die Funktionen Beleg kopieren und Zu stornierende gebuchte Belegzeilen abrufen haben beim Erstellen einer Gutschrift für eine gebuchte Rechnung nicht alle Belegtextzeilen kopiert.
Im Einkaufsbestellungsarchiv wurde ein Menü mit Category8 angezeigt, dieses wurde entfernt.
Die Aktion Vortexte und Nachtexte auf Debitoren bzw. Kreditoren brachte den Fehler "Tabelle * nicht definiert.", der Fehler wurde behoben.
Der Ausdruck von Pro-Forma Rechnungen und dem Rechnungsentwurf hat nicht die richtigen Belegtexte angedruckt, der Fehler wurde nun behoben.
Version 20.1.2.1
as of Business Central 20 2022/06/21
Corrections
Ein Fehler in den Textbaustein Zeilen wurde behoben. Wenn Text über den neuen Text Editor eingegeben wurde, dann ist dieser Text (max. 100 Zeichen) nicht in das Standardtextfeld übertragen worden, somit wurde das Feld ausgehebelt und konnte nicht mehr benutzt werden.
Das Einfügen eines Platzhalters hat nicht richtig funktioniert, wenn man Zeilen über definierte Tabellen angelegt hat. Wurde z.B. am Artikel die Seite Textbausteine geöffnet und wollte man dann einen Platzhalter anlegen, kam vor der Auswahl des Feldes die Abfrage nach der Belegart.
Nicht benötigte Aktion "Platzhalter einfügen" wurde aus der Seite Textbaustein Zeilen entfernt. Dies wurde in die Text Editor Seite eingefügt.
Wenn beim Erstellen eines Beleges für einen Platzhalter noch kein Wert vorhanden war, dann wurde der Platzhalter gelöscht. Dies war dann beim Drucken des Beleges dafür verantwortlich, dass dieser Wert nicht wie erwartet angedruckt wurde.
Version 20.1.2.0
as of Business Central 20 2022/06/07
Business Central Update
Improvements
Um das Anlegen/Bearbeiten von Textzeilen zu erleichtern, wurde ein Texteditor implementiert. Es ist nun möglich bereits vorgefertigte Texte auf einmal in den Texteditor einzufügen (kopieren).
Die Zeichenlänge der Textzeilen wurde auf 2048 erhöht.
Events für die Erweiterung der Funktionalität zur Verfügung gestellt.
Corrections
Ein Fehler beim manuellen Anlegen von Textzeilen in Gebuchten Einkaufsrücklieferungen wurde behoben.
Ein Fehler beim manuellen Anlegen von Textzeilen in Gebuchten Rücksendungen wurde behoben.
Version 19.1.1.2
as of Business Central 19 2022/03/24
Improvements
Reporterweiterung - Funktion verbessert und Layouts überarbeitet.
Platzhalter werden bereits beim Anlegen der Belegtextzeilen konvertiert. Somit sieht man bereits am Beleg die befüllten Werte anstatt der Platzhalter.
Modifications
Aufträge aus Dynamics 365 CRM werden nun, analog zum Anlegen in Dynamics 365 Business Central, mit Belegtexten versehen.
Corrections
Fehler beim Ziehen der Belegtexte in einigen Belegen korrigiert.
Berechnung der Anzeige "Beleg/Folgebelege" verbessert.
Version 19.1.1.0
as of Business Central 19 2022/02/04
Corrections
Fehler in Verkaufsreklamationen, wenn über die Funktion "Zu stornierende gebuchte Belegzeilen abrufen" Zeilen geladen werden, ist behoben. Die Fehlermeldung dazu lautete: "Der Datensatz existiert bereits in der Tabelle Zeilenpuffer. Identifizierte Felder und Werte: Alte Zeilennr.='0'"
Filterung bei Verkaufrechnungs Entwürfen wurde korrigiert. Es wurden in der Belegtextzeilen Übersicht Texte angezeigt, und auch gedruckt, die eigentlich nicht für einen Rechnungsentwurf konfiguriert wurden.
Fehler im Bericht Verkaufslieferung wurde behoben.
Improvements
Tooltips wurden für ein besseres Verständnis optimiert.
Die Anzeige der Vor- und Nachtexte in den Belegen wurde erweitert, sodass man jetzt besser erkennen kann ob es Texte für den gewählten Beleg und/oder für Folgebelege gibt.