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Small and medium business | Business Central, N...
Answered

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

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Posted on by 86
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
    637 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
    86 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
  • Ramiz Profile Picture
    637 on at
    Hi @PK-20040732-0,

    I am not sure if thats me or there is an issue with the platform but I cant see your attachments.

  • PK-20040732-0 Profile Picture
    86 on at
    Dear Ramiz,
     
    I can email you the attachment, if you want. If so, I like to receive your email address.
     
    Regards,
     
    Peter Kars
    Tref-it, the Netherlands
    p.kars@tref-it.nl
  • Ramiz Profile Picture
    637 on at
    Hi @PK-20040732-0,

    Sure. ramizarshad866@gmail.com
  • Suggested answer
    YUN ZHU Profile Picture
    101,995 Super User 2026 Season 1 on at
  • Suggested answer
    Nimsara Jayathilaka. Profile Picture
    5,128 Super User 2026 Season 1 on at
    You must build an AL Report Extension to define a custom data item or column containing your detailed text block, export the extended Word layout to update its custom XML mapping schema, and utilize Word's native rich-text content controls or line-item repeating sections linked to your custom XML fields to cleanly render multi-line formatted text blocks beneath each primary document line.
  • PK-20040732-0 Profile Picture
    86 on at
    Good afternoon,
     
     
    I like to reopen my post from 12 May, as I have new information and a new question.
     
    I was alerted that a so-called 'marketing text' can be added to an item.
    By clicking on Item in the Item Card and then on Marketing Text, a sort of word processor opens, allowing plain text to be formatted: the font size can be adjusted, text can be made bold, and line breaks and bullet points can be inserted.
    In this way, any item for which it is desired can be provided with a formatted-text field.
     
    The next step is to incorporate the marketing text into our Word templates.
    I believe this should be possible via a report extension.
     
    There are examples on the internet of code snippets in Visual Studio Code that allow a new column to be added to the item lines in sales quotations, order confirmations, delivery notes, and (draft) sales invoices.
    However, I want to add the marketing text field to an existing column – the one with Description_Line – directly below Description_Line.
    How can this be achieved in Visual Studio Code?
     
     
    Regards,
     
     
    Peter Kars
    Tref-it, the Netherlands
    p.kars@tref-it.nl
  • Gerardo Rentería García Profile Picture
    27,280 Most Valuable Professional on at

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