Item where used (Quote-Invoice)

(1) Share

Report

Posted on by Mubashir Hussain

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?

Categories:

Dynamics 365 Business Central

All responses (6)

Answers (1)

Verified answer

YUN ZHU 74,148 Super User 2024 Season 2 on at

Like (4)

Report

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
Valentin Castravet 24,961 Super User 2024 Season 2 on at

Like (3)

Report
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/
Suggested answer

Ramesh Kumar 233 on at

Like (1)

Report

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.
Suggested answer

Yi Yong 1,495 Super User 2024 Season 2 on at

Like (2)

Report

Item where used (Quote-Invoice)

Hello Hussain,

You can try using 'Search company data'.
Mubashir Hussain 31 on at

Like (0)

Report

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?
Suggested answer

KasparsSemjonovs 3,962 Super User 2024 Season 2 on at

Like (1)

Report

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.