Texts

The Texts tab allows you to link multiple texts to one record, which you can then use for external documents, such as general or business-specific reports, or for internal purposes. Also, you can add texts in different languages for a specific record.

An asterisk (*) to the right of the Texts tab name indicates that texts are linked to the record.

Texts used for external documents

If texts have been entered, they are printed on the Purchase offer, Purchase order, Order confirmation, Sales offer, Sales invoice and Shipping note reports by default. On each of these reports, texts are printed with different text types.

Overview of texts printed on reports by default

You can also:

• Print record-specific texts on custom reports
• Link multiple texts to one record, allowing you to add more information to a record and to split the information over several lines
• Register texts in various languages

Examples

• Add specific texts to a particular sales order, which will also be printed on the sales order confirmation
• Print payment conditions in various languages on sales invoices (such as "Payment within 14 days")

Examples of texts used for internal purposes

• Include production calculations in other languages
• Add additional information for a part, such as installation instructions

Copy texts to other records

Texts added to a record can be copied to another record. Situations in which this is the case include:

• When creating a sales order based on a sales offer
• When using the Edit menu to copy data from one sales offer or order to another offer or order
• When using the Edit menu to copy data from one sales line to another sales line
• When creating a purchase order based on a purchase requirement
• When using the Edit menu to copy data from one purchase offer to another purchase offer

Entering texts

1. Select the record to which you want to add texts. For example, you could select a sales order on the Sales orders form.
2. Open the Texts tab.
3. To add a line, click .
4. Enter the following data on the line on the Texts tab:
   • Text type: Specify the type of text.
   • Language code: Specify the language for which the text is valid.
5. Now type the actual text into the memo field at the bottom of the form. In doing so, you can use standard texts:
   • You can use a script to add standard texts to the memo field.
   • Press Alt+Up Arrow to open the Base texts form. The text you select in this file will be copied into the memo field.