Item where used (Quote-Invoice)

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Posted on by Mubashir Hussain

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I'm working with items that are used across various documents in Business Central, from quotes and sales orders to purchase orders and purchase invoices. Is there a way to track or find where a specific item has been used across these different documents?

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Dynamics 365 Business Central

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YUN ZHU 89,835 Super User 2025 Season 2 on at

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Item where used (Quote-Invoice)

I also vote for Search company data.

More details: Dynamics 365 Business Central: Search data from multiple tables simultaneously (No Customization)

https://yzhums.com/38741/

Hope this helps as well.

Thanks.

ZHU

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Valentin Castravet 28,359 Super User 2025 Season 2 on at

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Item where used (Quote-Invoice)

You can check two places:

For posted documents, look at the Item Ledger Entries.

For unposted documents, review the following fields on the Item Card.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Ramesh Kumar 7,495 Super User 2025 Season 2 on at

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Item where used (Quote-Invoice)

The Item Ledger Entry is the best option to review all documents or posted entries that have impacted a particular item.

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Yi Yong 2,349 Super User 2025 Season 2 on at

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Item where used (Quote-Invoice)

Hello Hussain,

You can try using 'Search company data'.

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Mubashir Hussain 126 on at

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Item where used (Quote-Invoice)

Thanks for your response.

So, for example, I have an item that is used on quote, and I want to delete the item. the system not allowed deletion because this used on the quote. how can I find that where this item is used on which quote?

Is there any easy way to find the Quote in this case?

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KasparsSemjonovs 4,511 Super User 2025 Season 2 on at

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Item where used (Quote-Invoice)

In item card You have fields for Quantities on different documents.
But it doesn't contain information from posted documents, and quotes are also not here, because quotes do not impact inventory.

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