D365 Business Central - How to Setup Default Document Line Type in Business Central 2021 Wave 2

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Microsoft added lot of new features in latest version of business central that is Business Central Wave 2 2021 a.k.a BC 19.

The most awaited and important feature added by Microsoft from the End user point of view is to set the document line type with default value.

Most of the users need to enter similar kind of transaction on daily basis and hence they need some default value in the document Line Type.

Now with the release of Business Central Wave 2 2021 (BC 19), user can now be able to set the default document line type on “Sales & Receivable Setup” for Sales transaction and “Purchase & Payable Setup” for purchase transactions.

Use can select any of the document line type values such as G/L Account, Item, Resource, Fixed asset etc. as a Default value.

Then the first line on the document will always use the default type that you specified, and you can start working with lines by selecting values in the No. field. Of course, you can change the type on the line if needed. If you do, the next lines that you create will use type from the previous line. The default value affects only the first line.

In below steps we will discuss how user these values and how it works-

Step 1: Go to “Sales & Receivable Setup” and set the “Document Default Line Type” to Resource.

Step 2: Now when user will create new sales transaction then document line type will come by default as “Resource”. In this example we will create new sales order and you can see the default line type comes as “Resource”, So now user has no need to select the “Document Line Type” for each line as it will come by default from setup.

Step 3: Similarly for purchase transaction, Go to “Purchase & Payable Setup” and set the “Document Default Line Type” to G/L Account.

Step 4: Now when user will create new purchase transaction then document line type will come by default as “G/L Account”. In this example we will create new purchase order and you can see the default line type comes as “G/L Account”, So now user has no need to select the “Document Line Type” for each line as it will come by default from setup.