Texts

Use the Texts tab to link multiple texts to one record, and then use them for external documents, such as general or business-specific reports, or for internal purposes. You can also add texts in various languages to a specific record.

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

Note: Use texts with the text format 'RTF' or 'Plaint text'. The text format 'HTML' is used for text in emails used for sending documents.

Using texts 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, which enables you to add more information to a record and to split the information over several lines
• Add texts in different languages

Examples

• Add texts that are specific to a particular sales order and that will also be printed on the sales order confirmation
• Print payment conditions on sales invoices in different languages (for example, "Payment terms: 14 days")

Examples of internal use of texts

• Add production calculations in different languages
• Add additional information to a part, such as installation instructions

Copying texts to other records

Texts added to one record can be copied to another record, for instance when:

• You create a sales order from a sales offer
• You use the Edit menu from a sales offer or sales order to copy data to another offer or order
• You use the Edit menu to copy data from one sales line to another sales line
• You create a purchase order from a purchase requirement
• You use 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. You could, for example, 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: Specify the language for which the text is to be used.
5. Now type the actual text into the memo field at the bottom of the form. You can also use standard texts to fill the field:
   • Use a script to add standard texts to the memo field.
   • Use Alt + Up Arrow to open the Template texts form. The text you select in this file will be copied to the memo field.