Enter Document Text
Explanation
Use the document text function to enter a text that will be
printed on your chosen document. You can add document texts to a wide range of documents,
such as purchase orders, order confirmations or customer invoices. You can include general
texts and standard phrases when entering a document text.
You can link the document text to the header or to each line separately. However, in
some documents you can only link a text to the header and in some only to the lines.
When the text is linked to the header, the text is printed at the bottom of the
document. Text that is linked to a separate order line is printed underneath the line in
question. It is possible to change or remove a previously entered document text.
When a document text is linked to a header, the Document Text check box on the header
is marked. When a document text is linked to the line, the Document Text check box on the
line is marked. Observe, however, that check boxes do not always exist.
Prerequisites
For entering a document text in the header:
- The header must have been entered and saved.
- The output type with attached documents must have been entered in the
Document
Text Administration/Output Types tab.
- If a standard phrase should be added, the phrase must have been entered in the
Document
Text Administration/Phrases tab.
For entering a document text on the line:
- The header and at least one line must have been entered and saved.
- The appropriate line must be selected.
- The output type with attached documents must have been created in the
Document
Text Administration/Output Types tab.
- If a standard phrase shall be added, the phrase must have been entered in the
Document
Text Administration/Phrases tab.
System Effects
The check box Document Text on the header is marked when a
document text is entered in the header. If the document text is entered on the line the
check box Document Text on the line is marked. Observe, however, that check boxes do not
always exist.
The document text is then printed on the documents that you have specified for the
output type. The document text is printed at the bottom of the document when it is linked
to the header and underneath the line in question when it is linked to the line.
Procedure
Entering a document text on the header.
- Place the cursor in the header. Open the Document Texts For window by choosing Document
Texts
in the Operations menu.
- Select New.
- Select an output type by using the List
button.
- In the Document Text/Phrase Text column, enter the text that will be printed, or use the List
button
to select an existing phrase.
- Save and close the window.
Entering a document text on the line.
- Mark the appropriate line on which you want to enter a document text.
- Open the Document Texts For window by choosing Document Texts
in the Operations
menu.
- Select New.
- Select an output type by using the List
button.
- In the Document Text/Phrase Text column, enter the text that will be printed, or use the List
button
to select an existing phrase.
- Save and close the window.
Removing a document text from the header.
- Place the cursor in the header. Open the Document Texts For window by choosing Document
Texts
in the Operations menu.
- Populate to view the existing document texts.
- Mark the line you want to remove and click on the Remove button.
- Save and close the window.
Removing a document text from the line.
- Mark the proper order line.
- Open the Document Texts For window by choosing Document Texts
in the Operations
menu.
- Populate to view the existing document texts.
- Select the line that you want to remove and click on the Remove button.
- Save and close the window.