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Add extended text to project planning lines

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Users by admins, makers, or analysts - Oct 1, 2024

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Add detailed, customized information to project planning lines for items, resources, standard text, and general ledger accounts. You can use extended text to communicate information about special prices, terms, or instructions for your projects with your customers, vendors, and employees.

Feature details

You can extend the description for items, general ledger accounts, and resources by adding extra lines as extended text on purchase and sales documents. Now, you can add extra lines on project planning lines. You can have multiple extended texts, and automatically or manually add them to documents using criteria that gives you an extra capability to communicate important information to customers, vendors, and employees.

For example, you can automatically add a particular text, such as details about a special price, to project planning lines on all your German projects for a limited period.

To define extended text for an item

  1. Open the card for an item that you want to add extended text to, and then choose the Extended Text action.
  2. Choose New.
  3. Fill in the Code and Description fields.
  4. If you want to apply extended text only for projects in a specific language, fill in the Language Code field. To use all language codes, select the All Language Codes checkbox.
  5. To limit the dates on which the extended text is used, fill in the Starting Date and Ending Date fields. The Document Date defined in the project planning line is used as a filter.
  6. In the Text field, write the extended text.
  7. Select the relevant checkboxes for the document types where you want the extended text printed. To include projects, select Projects on the Sales FastTab.
  8. Close the page.

You can activate the Automatic Ext. Texts to automatically add an extended text on sales, purchases, or project documents for an item. You can also add the extended text to documents manually.

To add an extended item text on a project planning line

  1. Open a project, and then choose a project task with a line for an item that has extended text.
  2. Select the line, and then choose the Insert Ext. Text action.

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See also

Add extended text (docs)