Document Text from Sales Part to Customer Invoice Apps 8

Hi @HayleyG ,

First you need to define an output type in Document Text Administration and connect the desired documents to it. (In this case Customer Order Confirmation and Customer Invoice)

And them define a Phrase ID as well. The actual text you need to automatically print is entered in this Phrase ID with required languages.

Then, we have to connect the created Phrase ID with the required documents, in the Document Phrases tab.

If you don’t want it to be enabled for all companies, you have to RMB on each line and go to Details, and specify certain companies and sites.

Then, go to the Non Inventory Sales Part record and add the document text with the created Output Type and Phrase ID (Phrase Text).

Then, it will show this text in the Customer Order Confirmation and Customer Invoice documents with this specific sales part in the customer order line.

Hi

Thank you for the detailed step by step guide. I have already done this set up but still cannot get it to appear on our Invoice template, so I am presuming this may have something to do with the Crystal report set up we use for our invoice templates, as we don’t use the ‘out of the box’ templates?

Also I would have thought the Document Text check box on the Customer Order to have been ticked automatically once the Sales Part with the document text connected to was applied, is this not the case?

Kind regards,

Hayley