Extended Text Process
This chapter describes how you can make use of the SmartTrade Extended Text module.
To get the most advantage out of this module you should also activate and make use of the SmartTrade Reporting module. More information about this module you will find via the Links section at the bottom of this page
Sales Documents
After creating a new sales document for a customer having a standard text setup, the standard and specific texts are copied to the Document Text table related to the document header. To view or modify these text lines from the document header go to Related > SmartTrade > Related > Sales text.
Here you can modify the existing texts or add additional text lines especially for this document.
Adding a sales line with an Item having a standard text setup will copy all standard and item related text lines to the Document Text table related to the Document No. and Line No.
To view or modify these text lines from the document line go to SmartTrade > Sales text lines.
Here you can modify the existing texts or add additional text lines especially for this document line.
These texts on will only be available this document if the corresponding document type is selected on the Extended Text setup.
Purchase Documents
After creating a new purchase document for a vendor having a standard text setup, the standard and specific texts are copied to the Document Text table related to the Document No.. To view or modify these text lines from the document header go to Related > SmartTrade > Related > Purchase text.
Here you can modify the existing texts or add additional text lines especially for this document.
Adding a purchase line with an Item having a standard text setup will copy all standard and item related text lines to the Document Text table related to the Document No. and Line No.
To view or modify these text lines from the document line go to SmartTrade > Purchase text lines.
Here you can modify the existing texts or add additional text lines especially for this document line.
These texts on will only be available this document if the corresponding document type is selected on the Extended Text setup.
Other Documents
Same as described above will work for Assembly and Production orders for the text lines associated with the Item used on those documents.
These texts on will only be available this document if the corresponding document type is selected on the Extended Text setup.
Note
The document text lines by default are not shown on any document lay-out or page besides via the described link. To get the most out of this functionality you should also activate and use the SmartTrade Reporting module to show these extended texts on document lay-outs.
This will only work when the document lay-outs have been prepared for this functionality
Links
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