Standard Text is used to add formattable text to reports for various documents types.

The four document types that can have Standard Text are: Purchase Orders, Work Orders, AR Invoices, and Quotes.

The Text can be positioned in the report in one of three places: Header, Footer, and/or Appendix.

Note: Standard Text is not available in all relevant (Crystal) reports but the subreports can be added upon request.

The Text can either “Always Apply” to the document, be added based on validation, or manually added.

The Text can be formatted using most of the standard fonts, styles, and colours. It is also possible to use some paragraph tools including: indenting, alignment, and tab markers.

Note: that since this is a text tool it is not possible to embed objects or pictures.

Setup

Standard Text Template Maintenance is found under the Other Functions > Administration Functions > Common Tables menu.

Example shown use Validation Rules:

Text added or adding to a document

Standard Text will always be added to documents with an open type status depending on the validation rules.

This will occur either when the document is created or when it is re-opened.

Always Apply Text cannot be deleted but it is possible to delete its contents.

The View Standard Text button will display in red when there is Text on a document.

To view the Text for a document, click the View Standard Text button.

Current list (7.33.3) of Validation rules by document type include:

AR Invoices – Account Manager On Job, Company, Credit Status On Client, Currency Code, Financial Company On Client, Invoice Type, Job Manager On Job, Job Type On Job, Location On Client, Price Code On Client, Profit Centre On Job, and Type Code On Client.

Purchase Orders – Approved By, Currency Code, Location Code, PO Approver, PO Number, PO Reference, PO Reference 2, PO Reference 4, PO Type, Profit Centre, Purchaser, and Supplier

Works Orders – Approved By, Currency Code, Location Code, PO Reference, PO Reference 2, PO Reference 4, PO Type, Profit Centre, Purchaser, Subcontract Code, Supplier, and WO Number

Quotes – Company, Currency Code, Profit Centre, Quoted By, Quote ID, and (System) Status

Note: Extension Fields cannot be used for validation and a maximum of 4 validation rules can be applied.

Note: It is not possible to add Text to documents with a locked status e.g. Approved, Updated, etc but Text that is applied can still be reviewed.