It is possible to change Master Data text on Header, Footer and Lines of open documents

Master data on document setup controls which information flows from customers, vendors, and items onto your sales and purchase documents. You decide whether that data carries from the header to the lines, prints on the document, or transfers to posted documents and production orders.

You can change master data information directly on the open document. This applies to sales lines, sales headers, purchase lines, and purchase headers.

The information code and information value columns are hidden by default. You add them to the line view when you want to edit master data information directly on the line.

You can attach files directly to document lines using the Select File option. This gives you another way to carry information along with the document.

How master data flows to sales and purchase documents

When you create a new open document, the master data on document setup determines which master data flows from customers and items to a sales order, or from vendors and items to a purchase order.

If you create a new sales order, the system applies master data information on the header. When you add an item line, it applies master data information on the line as well. The setup decides what carries across automatically.

Changing master data information on the open document

You can change the master data information on the open document. Once you enter master data information on the line, you see the relevant fields, and you can use this information for printing on documents or for carrying it to the posted document, depending on how the setup is configured.

You can also add more information manually. If you want, you can state extra details on the line, and they print along with the document. You can decide manually whether information should transfer to a production order when you create a production order line or a purchase order, and what the setup should be in each case.

Working with information code and information value columns

You can select directly from the information code and information value. These columns are hidden by default, so you need to add them to the view if you want to see them. We normally suggest adding them, so you can work with the information code and the information value on the line.

With these columns in place, you can change values using the lookup. If you want another tire type, for example, you select it directly on the sales line. The master data on the sales line then updates to the type you selected.

Using line information for integrations and external sources

This functionality lets you use master data information directly on sales lines, sales headers, purchase lines, and purchase headers. You can use it to carry information that the customer provides.

You can also use it for information coming from a web shop, a point of sale solution, or other external parties that want to add information to the line.

Attaching files to document lines

You can attach a file directly to the lines by clicking Select File. You determine how to select your file, and this gives you another way of carrying information. The result is that you can modify the documents manually whenever you need to.

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