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Personalize purchase order lines is not available

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Posted on by massimoc

In the exercise: Exercise - Purchase items for a job - Training | Microsoft Learn the learner is asked to personalize an order line to add the field for Job Number and Task.

The instruction tells:

Job No. field, enter the Redecorate meeting room job. If the Job No. field is not available on the purchase lines, use the Personalize function to add it

In the functions, however, I'm not able to find the Personalize option.

Any hint?

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Dynamics 365 Business Central

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massimoc 2 on at

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I found the solution, browsing the article: How to Personalize Your Screen in Business Central (tensoft.com)

The solution is to access the Personalize menù item from the settings in the top right of the web page:

From that page, you can configure the fields required in the list.

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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The prior post is correct, you use the gear in the top right corner of BC. You also need to understand the Purchase Lines is a sub-table of the Purchase Header. This means when you use the Personalize option it will open the Purchase Header first. You then need to click on the Purchase Line for the Personalization to switch to the Purchase Line table. At this point you should be presented with the available fields for the Purchase Line table.

Best Regards,

Ben Baxter

Accent Software Inc

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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Hi, just to add some info.

Dynamics 365 Business Central: How to disable personalization

https://yzhums.com/20791/

Thanks.

ZHU

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Arnab Mitra 11 on at

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You can select the gear icon in the right-hand top corner select the personalization tab then click on fields then select the purchase order line to see all the fields related to the lines.

Regards,

Arnab Mitra.

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