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Small and medium business | Business Central, N...
Suggested Answer

How can I add a text block per line in a quotation / order confirmation / delivery note / invoice?

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Posted on by 24
Good morning,
 
 
In Business Central, I have created templates for sales quotations, order confirmations, delivery notes, and (draft) sales invoices.
 
These templates are based on Word templates, for which I have made copies of the built-in templates numbered
  • 1304 ('Sales - Quote'),
  • 1305 ('Sales - Confirmation'),
  • 1308 ('Sales - Shipment'), and
  • 1303 ('Draft Invoice') / 1306 ('Sales - Invoice') respectively.
These templates contain a table with XML components. See the first screenshot in the attachment for such a table in my sales quotation template.
 
As may be assumed, Description_Line in this screenshot corresponds to the Description field in the sales quotation.
Description_Line can only contain plain text, on a single line.
 
Now I am looking for a field like Description_Line, but with the ability to format such a field. I like to be able to adjust the font size, make text bold, insert line breaks / bullet points, and the like.
 
In connection with this, I have the following questions:
  • Does the type of field I am looking for exist in Business Central?
  • If so, how can I add that field to the custom XML parts in the XML mapping pane in Word (so that I can select this new field and insert it into my templates)?
  • Can the new field be placed under Description_Line, as shown in the second screenshot in the attachment?
 
 
Regards,
 
 
Peter Kars
Tref-it, the Netherlands
p.kars@tref-it.nl
I have the same question (0)
  • Suggested answer
    Ramiz Profile Picture
    597 on at
    Hi,

    You attachments are not visible but if you can add a custom field in the custom word layout.

    Add the field in the report extension in AL and use update and export layout.



  • PK-20040732-0 Profile Picture
    24 on at
    Dear Ramiz,
     
     
    Thanks for your reaction.
     
    I have converted the attachment from a Word document to a PDF file. Hopefully, the attachment is visible now.
    Should you wish to revise your answer in light of this, please let me know.
     
     
    Regards,
     
     
    Peter Kars
    Tref-it, the Netherlands
    p.kars@tref-it.nl

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