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Add Text to a Document

Add Text to a Document

When an item/customer/vendor who already has some texts chosen is selected in a document, the texts appears automatically – but it can be removed, changed or more text added if wanted. If the text does not appear automatically in the Delivery Agreement, click Manage > Get Customer Extended Texts or Get Vendor Extended Text or Get Item Extended Text. To get text from the WF Extended Text List click Manage > View Extended Text List.

Note that vendor is only shown in the purchase side of Wisefish.

If the user decided to view the Extended Text List, a new page opens up where the user is able to select one or more texts and then click Link Extended Text. A confirmation message will then appear.

Manage Extended Text

  • Delete Line, is chosen when a line should be deleted.

  • Get Customer Extended Text is used to get the extended text connected to the customer.

  • Get Item Extended Text is used to get the extended text connected to the items in the agreement lines.

  • Get Vendor Extended Text is used to get the extended text connected to the vendor.

  • View Extended Text List is used if other extended texts should be added.

It is also possible to add text just for this document, by clicking on the line line at the bottom and begin typing or clicking New Line. It will not be saved in the Extended Text List.

Reports Containing Extended Text

  • 10005301 - Purchase Agreement

  • 10004702 - Purchase Invoice

  • 10004705 - Purchase Invoice

  • 10005304 - Internal Sales Agreement

  • 10005323 - Shipping Instructions Coldstore

  • 10005322 - Shipping Instructions Detailed

  • 10005303 - Shipping Instructions

  • 10005300 - Sales Agreement

  • 10005310 - Sales Agreement Grand

  • 10004727 - Sales Proforma Invoice

  • 10004730 - Posted Sales Invoice

  • 10004728 - Sales Credit Memo

Extended Text Not Appearing on Print

If the extended text does not appear on the document, please check if these fields are marked.


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Release Notes Wisefish 21.2.20240417.46206
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