46
There is need to have a bit more detailed Texts on Sales Quotes and Sale Orders.
Currently comments can be entered for the Sales Documents but those cannot be printed and not that user friendly for entering.

We have following implementation that we would like to have in Standard BC as as far as we can tell every customer is using some additional Text when printing the Quotes. Those text can be dynamically defaulted as the are language dependent but also can be limited by date in a similar manner as Extended Texts.

Suggestions are:
1) Introduce Header Text and Footer Text for Sales Document.
2) Ideally they would be entered using some kind of Text Editor that ideally is more user friendly as that one used for Comments or Extended texts.
3) Those texts would be printed in the reports. For Sales Quote Header Text should appear just before the Sales Lines. Footer Text should appear on the end of the document after the Payment Terms/Shipment Terms/Header Dimensions
4) The Header and Footer Text should be initialized on a Sales Document automatically based on some kind of template for each language and with possibility to define validity in Extended Texts.
Category: Sales
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team

Comments

M

Clarification:
This is not about extended texts for items and resources or standard text codes (as line type). This is about having the possibility to use header and footer texts in sales documents (which are based on the header table and refer to the whole document).

The header text could be used to address customers personally (e.g. in the printout of a sales quote or an order confirmation). The footer text could be used for post-line information and a valediction.

Category: Sales

M

How does this related to the Extended Texts for items and resources? And standard text to added to sales lines? Isn't this becoming to much of patch work?

Category: Sales