Discover Invoice Terms and Conditions Sample Text for Teams

Invoice terms and conditions sample text for teams

hi and welcome to this four enough coffee break my name is rene bremel i'm a product specialist at 4nav and i will be your presenter today as this coffee break is live you can ask your questions via the go to webinar question window we will answer them at the end of the coffee break today we are going to look at adding terms and conditions to your business central reports to demonstrate how to add terms and conditions we'll use the for nav file storage table and the reports from the 4nf customizable report pack however you can add terms and conditions to any report in any extension using the instructions from this coffee break to demonstrate adding terms and conditions i'm going to use these steps prerequisites but do i need to get going in step 2 i will add a payment note to the 4nf setup in step 3 i will use a label to add payment terms in step 4 i will use a separate pdf file with payment terms let's start with the first step today i will be adding terms and conditions in a business central on-premise docker installation with the business central 2020 wave 2 release i've installed the 4nf customizable report pack and i have executed the step-by-step wizard from the assisted setup to get started please note that you need four nav version 5.4 or above of course everything i do today is also available on the business central cloud environment i also have the phone app designer installed on my pc the 4nap designer can be downloaded from the 4nf website the easiest way to get a short payment note on your reports is by adding one on the 4nf setup page you can add legal conditions there as well the maximum length of these fields is 250 characters let's go and have a look at that and see what it looks like on our reports if i open the for nav setup you will find the payment note and the legal conditions here and in the payment note i can type something like please pay in 14 days we can add some legal conditions or else once we've added this we can open a fornav report so let's just play with one of the standard reports like the sales template and if i preview this you will notice we have a please pay in 14 days right here on our report and at the bottom if i zoom in a little bit further we have our legal legal conditions on the bottom of the report if you need to add a longer text or if you need to use report variables in your text you can use a label control for a label control obviously we'll need to design the report so i will open the 4nf sales template in my designer and a label control is a multi-language control that we usually use to add labels to our report but we can add longer text in those as well so i'm going to add a new footer to my to my lines section there i will add a new label and obviously make it a bit bigger and if i go and add the multi-language caption normally we would add a single caption right here like like a caption for a field or something but if we drill down here fornav will open a text editor where we can add longer bits of text and we can format the text here as well so if i take a pre-typed bit of text you will notice we have a fairly long bit of text here and we can use text formatting like underlined and we can also insert fields from our data set so if i go to insert and insert a field i can use any field from my data set so i can use the field lookups from my header to get the terms description and if i click ok you will notice that text will be inserted in the text between double brackets which tells for enough that we need to do the field lookup right here i'm going to save as html because i've used text formatting and field lookup so save as html and hit ok and if i now preview my report you will notice that my text is printed on the report and that the payment terms description has been added to that bit of text so the payment shall be due in 1 month and 2 8 days finally we want to use a separate pdf file for our terms and conditions and append that to our report a lot of customers have really big terms and conditions files and it's easiest if we can simply append those to the reports and with foreign f 5.4 or above we can do this and the first thing we need to do is add the file to our 4nav storage table i can open my 4nf file storage and i can type a code code will be terms and the type will append the terms and the code and the term and the type you can define them yourself and you can either define something that you can use to get the file or you can use a customer number for instance if you want to get it based on the customer number or anything else i will click to import and choose a file which will be my terms and conditions file and that's ready ready to go so now i have a terms and conditions file in my four nav file storage table and the next step is for me to tell for enough to get that terms and conditions file and append it to the report and that of course i need to do in my for now designer and the first thing i need to do is add a record to my data set because i need to get data from a database from a date from a table in business central i will add the record right here in the records property of the report and if i click add i can find the table and i will find the for nav file storage table i usually leave these i'll leave the the name the same as my table name in this case i'm not in this case i'm going to call it terms because i may use other files in the fauna file storage for instance for for a document watermark or for in or for an extra logo so if i name it terms then at least it's really uh clear what i mean with this particular for nf file storage i will click ok then of course i need to get the data from the database and to do that i will use a bit of javascript in my own pre-report trigger and in the on-pre-report trigger it doesn't really matter where you add it i usually add it after my for now file setup you can add it at the at the end of this bit of script or at the beginning it doesn't matter what i do is i do with terms dot get and i need to get my terms with the two keys i've provided so i need to use terms and append the next step is to calculate the content of my blog field and for that i will use a terms dot calc fields data data stored in the data field and that needs to be inside single quotes so that calculates the content of the field and finally i want to append this pdf to the end of my report and for that i can open my report and find my data items i want to append a pdf terms and conditions after every after every header data item so i will open the header pdf double click append and in here i need to specify the source of my pdf file which is terms.data and this is why you notice that naming my file storage table terms is really quite useful because now i do a terms.get terms.calc fields and i append my header with the pdf terms dot data so that's really readable and everybody will know exactly what you mean with this so click ok click preview and if i scroll down you will notice my report has now been appended with my terms and conditions which is just a bit of rubbish text let's recap what we just did the first thing we did is add a payment note to the 4nf setup then we added a label with formatted text so we could use report variables in our payment terms finally we added a terms and conditions pdf file to the fauna file storage table and we appended that to our report using javascript you can use any type of data link you want for your file storage another usage would be for example to use a different terms and conditions file per payment terms code if you want to know more about using javascript in our for nav reports please check out our guide on that topic so let's see if we have any questions we do but i need to vernon asks will this work with bc14 on-prem yes it will vernon but you'll need to upgrade your report back to the to the latest version since we have no more questions i will wrap up this webinar if you do have another questions plea question please let us know you can still type it in the question box and i will answer it later on if you want to know more about four nav please visit 4nav.com if you want to download the designer the phone app designer you can do so from 4knife.com download and if you want to use fornav in business central cloud you can it from the microsoft app source if you want to watch more of these coffee break videos or any other video about foreign f please visit our youtube channel and if you have any questions after this webinar please email them to support fournav.com of course we will continue our for enough coffee break formats if you have you can find those the upcoming and recorded ones at 4nav.com coffee break and if you have any topics for a future for enough coffee break please let us know and if we do a coffee break about your topic you will win two prizes the first one is coffee break about your topic and the second one is a 50 euro or us dollar gift certificate as a thank you with that there's no further questions so thank you very much for listening and i will speak to you in the next coffee break goodbye you