default on sales order\sales quote\sales invoice

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Is there any way to set the default type when I enter a sales order or a sales invoice or a sales quote to item?

most of the time we only use “item” not GL accounts or fixed assets etc. how can I make that by default when I create a new sale order I can go directly to the item no. and it will pull the item # from the inventory table?

my gain would be that I hide the type Column on a sales order or a quote

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keoma 32,729 on at

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if you have selected type=item in a sales line, that type is also selected automatically in the next sales line. if you want to autoselect type=tem in a new sales order, in the first line and/or all lines, that would need customization.

for that add following code into trigger onnewrecord in page 46 sales order subform:

type := type::item;

for that change you need a dev license or contact your nav partner for assistance.

to hide the column simply right click the column header of the sales lines, select "choose columns", remove column type from the "show columns" list.

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Luc van Vugt on at

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To add to Jonathan's valid answer: the mini app Sales Invoice (PAG1304 and PAG1305) exactly does this. The Small Business profile makes use of this Sales Invoice by default.

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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I have recently did this for a client and for that you need a small customization, instead of changing all the forms there is a standard function in the Sales Line Table called InitType and in that function add the following code as the last line

Type := Type::Item

If you want to restrict this for specific document types, just add an IF condition before the statement.

You do need developer license to modify this code.

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