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Small and medium business | Business Central, N...
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Catalog items - DO NOT want automatic conversion to normal item in Sales Quote

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Posted on by 112

Hi
Is it possible to have catalog items in sales quote without automatically converting the catalog item to normal item type (inventory or non inventory). We source thousands of items on behalf of our customers across the world and only would like to have inventory/non inventory items when a sales order is created. Else, the sales quote remains a quote. If the catalog item is automatically created each time a sale quote is created, our catalog items will soon be all be normal items.

  • jerome77 Profile Picture
    Microsoft Employee on at

    Hello

    Not sure that this can be achieve in standard.. that would mean to run the shownonstock function from sales line table 37 when pressing make order instead of running this when using catalog item process.

    I would see that as a customization proceeding this way.

  • Suggested answer
    keoma Profile Picture
    32,729 on at
    Hi,
     
     
    ---
     
    Dipl.Ing. Franz Kalchmair
    Digitalization Expert & Provider of small Business Apps
     
    St. Pölten, Austria
     
  • Suggested answer
    Mansi Soni Profile Picture
    10,427 Super User 2026 Season 2 on at
    Hello, 

    By default, Business Central converts catalog items to standard items when added to a sales quote. To prevent this, you can customize Business Central to delay item creation until the quote is converted to a sales order.

    Alternatively, use a placeholder items (e.g., Temp Item) and manually replace it with the correct item when confirming the order. Another approach is using Power Automate to trigger an approval workflow before item conversion. These solutions ensure catalog items remain as placeholders until truly needed, preventing unnecessary item creation.
  • Gerardo Rentería García Profile Picture
    27,621 Super User 2026 Season 2 on at

    Hi, good day

    Please remember this too.

    Create and manage catalog items - Business Central | Microsoft Learn

    Best Regards
    Gerardo

  • Suggested answer
    YUN ZHU Profile Picture
    103,282 Super User 2026 Season 2 on at
    Hi, As far as I know, this cannot be done by the standard because the Sales Line type does not include Catalog Items.
    More details:
    Dynamics 365 Business Central: Catalog Items
     
    Of course, customization can solve this problem, but it depends on how far you need to go.
     
    Hope this can give you some hints.
    Thanks
    ZHU
  • Suggested answer
    Jainam M. Kothari Profile Picture
    17,045 Super User 2026 Season 2 on at

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