Creating Text Definitions

To create a new text definition in your current companyClosed The company in which you are working. This is represented by the company queue to which you, and new instances of objects you create, are assigned.:

  1. Make sure you are in the appropriate company for this new text definition.
  2. Click the Text Definitions tab.
  3. Click New next to Recent Text Definitions on the home page.
  4. Specify a unique name for the new text definition. This is normally a short name with an indication of its purpose, such as Terms 30 days or Citibank Checking Account.
  5. Type the text that you want to be printed on the document in the Heading and Text fields.
  6. Enter the remaining details for the text definition. See Text Definition Fields for more information.
  7. When you have finished, click Save to save the new text definition or Cancel to abort. You can also click Save & New to save the changes to the current record and then immediately begin to create another.
Tip:

If you want to set default text to be used automatically at a specific position for a specific sales document type at run time, set the Invoice or Credit Note field on that text definition to "Default". You can only set one text definition as the default for each position and sales document type combination.