Footer & Sections

As a Business Manager
I want to print a standard payment terms paragraph at the bottom of every sales invoice
So that customers are always reminded of our payment conditions without requiring any manual addition per invoice

Setup:

1. Open Extended Footer List and create a new Footer Code, e.g. PAYMENT-TERMS, with Language Code blank (applies to all languages).
2. Open HTML Lines and enter the payment terms text as HTML, e.g.:
   <p>Payment is due within 30 days of invoice date. Bank transfer only.</p>
3. In Document Customizer Content, set Footer to PAYMENT-TERMS for the Sales Invoice row.
4. Run a test report to confirm the footer appears on all pages.

As a Accountant
I want to show a footer line such as "Please reference invoice 123456 due 15/01/2025 in your payment"
So that the document number and due date are always current and correct without maintaining separate text per invoice

Setup:

1. Create a Footer Code (e.g. INV-FOOTER) with HTML Lines that include placeholders:
   <p>Please reference invoice %1 due %2 in your payment.</p>
2. Open HTML Parameters for INV-FOOTER.
3. Add Parameter No. 1: set Table No. to Sales Invoice Header, Field No. to No.
4. Add Parameter No. 2: set Table No. to Sales Invoice Header, Field No. to Due Date.
5. Assign INV-FOOTER to the Footer field in Document Customizer Content for the Sales Invoice.
6. At print time, %1 and %2 are replaced with the actual document number and due date.

As a Business Manager
I want to show the payment terms footer in Danish for domestic customers and in English for international customers, automatically based on the customer's language setting
So that every customer receives legally appropriate payment terms in their own language

Setup:

1. Create two records in Extended Footer List with the same Footer Code (e.g. PAYMENT-TERMS) but different Language Codes:
   • Language Code DAN: Danish payment terms text
   • Language Code blank: English payment terms text (fallback for all other languages)
2. Enter the appropriate HTML Lines for each language variant.
3. At print time, the system selects the Danish variant for documents with Language Code DAN, and the blank-language variant for all others.

As a Business Manager
I want to print a highlighted block of delivery instructions (e.g. "Deliver to loading dock B between 08:00–12:00") between the header fields and the item lines on the sales order confirmation
So that logistics instructions are visually prominent and cannot be missed by the recipient

Setup:

1. Create a Footer Code (e.g. DELIVERY-NOTE) with the relevant HTML content in HTML Lines.
2. If the text should be pulled from the document (e.g. from a comment or special instructions field), add HTML Parameters to inject the value.
3. In Document Customizer Content, set Section 1 to DELIVERY-NOTE for the Sales Order Confirmation.
4. Optionally set Section 1 Text Align to Center or Left as appropriate.

Note: Section 1 is rendered directly after the header fields block and before the column headers row. Use standard HTML tags for formatting; avoid complex CSS as the report renderer has limited HTML support.

As a Business Manager
I want to print a brief promotional message (e.g. "Thank you for your order! Visit our webshop for new arrivals.") between the line table and the totals section
So that every order confirmation ends with a brand message without requiring a separate document

Setup:

1. Create a Footer Code (e.g. PROMO-MSG) with the promotional HTML content.
2. In Document Customizer Content, set Section 2 to PROMO-MSG for the relevant document.
3. Set Section 2 Text Align to Center if desired.

As a Business Manager
I want to automatically show a holiday greeting on all invoices during December without having to manually add and remove it each year
So that seasonal messaging is handled automatically once configured

Setup:

1. Create a Footer Code (e.g. XMAS-FOOTER) with the holiday HTML content.
2. On the Extended Footer record, set Starting Date to December 1 and Ending Date to December 31 of the target year (or any year, as the system compares to WORKDATE).
3. Assign XMAS-FOOTER to the Section 3 or Footer field in Document Customizer Content.
4. Outside the specified date range, the system finds no active record for this Footer Code and renders nothing (blank) in that slot.

Note: The system uses WORKDATE (the BC working date) to evaluate whether a footer record is active, not the document date. Ensure your BC working date is set correctly if testing outside December.

As a Accountant
I want to print bank payment details in the footer — IBAN, SWIFT code, and bank name — where the correct bank account is automatically selected based on the document's currency
So that customers always receive the right payment instructions without any manual adjustment per currency

Setup:

1. First, ensure Bank Accounts per Currency is configured (currency codes mapped to bank accounts).
2. Create a Footer Code (e.g. BANK-DETAILS) with HTML Lines referencing parameters, e.g.:
   <p>Bank: %1 | IBAN: %2 | SWIFT: %3</p>
3. Open HTML Parameters for BANK-DETAILS.
4. Add Parameter No. 1: set Bank Field to the Bank Name field on the Bank Account table (leave Table No. as Company Information to use the Bank Field logic).
5. Add Parameter No. 2: Bank Field = IBAN.
6. Add Parameter No. 3: Bank Field = SWIFT Code.
7. The system resolves the correct bank account at runtime using the Bank Accounts per Currency setup, based on the document's currency code and payment method.

As a Business Manager
I want to print standard purchasing terms and conditions as a small-font block at the bottom of every purchase order, above the very bottom footer
So that all purchase orders issued from our system include our standard legal terms

Setup:

1. Create a Footer Code (e.g. PO-TERMS) with the legal text as HTML Lines. Use <small> tags or inline font-size styles if needed for smaller text.
2. In Document Customizer Content, set Section 3 to PO-TERMS for the Purchase Order row.
3. Set Section 3 Text Align to Left (standard for legal text).

As a Business Manager
I want to copy an existing Footer Code as the starting point for a credit memo variant with slightly different payment instructions
So that I save time on setup and maintain HTML structure consistency across documents

Setup:

1. Open Extended Footer List and select the Footer Code to copy.
2. Use the action Copy to new and enter a new Footer Code.
3. The system copies all language variants, HTML Lines, and HTML Parameters to the new code.
4. Edit the HTML Lines or Parameters on the new code as needed.
5. Assign the new Footer Code to the target document in Document Customizer Content.

As a IT Manager
I want to embed a value in the footer that is not directly available as a table field but is passed in as a runtime parameter by the report (e.g. a pre-calculated payment reference string)
So that the footer can display complex derived values without requiring a custom table lookup

Setup:

1. Create a Footer Code with %1 (or another parameter number) as the placeholder.
2. Open HTML Parameters and add a parameter record with the target Parameter No.
3. Set Return Parameter to 1, 2, 3, or 4 — this maps to the pre-defined runtime parameters (p1–p4) that the report passes to the footer rendering engine.
4. The specific meaning of p1–p4 varies by report; consult the report's footer-call context. For most standard Document Customizer reports, p1 is the document number, p2 is the currency code, p3 and p4 are additional contextual values.

Note: Return Parameters are an advanced mechanism for consultant or developer use. In most cases, defining a table field and Using Table/Field achieves the same result more transparently.

As a IT Manager
I want to prevent the Master Data Information app from injecting additional content into a specific footer section
So that documents using this footer maintain the exact layout I have configured

Setup:

1. Open Extended Footer List and select the relevant Footer Code.
2. Enable Don't print Master Data.
3. Save. MDI will not inject content into this footer block, even if MDI is installed and active globally.