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Author's profile photo Maya Shiff

Additional Info? Add Remarks!

Ever created a document and wished you could just add a comment, or some additional information? Yes, you can add the details in a post-it or in the mail, but it is not the same as adding the specific info to the document itself. For that purpose exactly, SAP Business One is providing the “Opening and Closing Remarks” window:

This window is available via the context menu of each document and transaction, enabling the user to add opening and closing remarks regardless the status of the document. In addition, to make work more efficient, you can enter a text that was prepared in advance by clicking the “Insert Predefined Texts” button. The opening and closing remarks appear then in the printed document.

Available in SAP Business One, version for SAP HANA and SAP Business One. This tip and all the other tips are available on the Tip of the week community page. You can also visit the Implementation Arena for useful implementation tips.

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      Author's profile photo arik zalah ltd
      arik zalah ltd

      Hi
      This is a great tip for me to leave instructions or comments to the logistics team. But how can I make this text printed only on the copy of the document? I just do not want the original document to reach the customer with the comments I wrote about it ...

      Author's profile photo Maya Shiff
      Maya Shiff
      Blog Post Author

      hi Arik,

      Thank you for your feedback. In general, there is a way to set condition to define when to print specific fields.

      which print layout do you use? Crystal Reports or Print Layout Designer (PLD) ?

      regards,

      Maya

      Author's profile photo arik zalah ltd
      arik zalah ltd

      Thank you for your attention.
      I use PLD

      Author's profile photo Maya Shiff
      Maya Shiff
      Blog Post Author

      Hi Arik,

      In PLD layout, you can create a dependency between the value of the "Printed" field and the appearance of the "Opening and Closing Remarks" text on the printed document - if the value of "Printed" is "No" – text is shown, if the value is "Yes" text is not printed (or the other way around, depends on your specific use case). You can find detailed explanation in this document, chapter 9:  https://help.sap.com/doc/98034bd8e4d24868a05db2bd3b46d6b0/9.3/en-US/How_to_Customize_Printing_Layouts_with_the_Print_Layout_Designer.pdf

      good luck,

      Maya