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I ask this question in relation to two points where we want to improve our administration. This involves the following two questions:
1. Can we propose standard general ledger accounts per supplier when booking purchase invoices? For example, we book a purchase invoice from a company that provides ICT service, when booking the purchase invoice, the system immediately suggests the general ledger account ICT costs.
2. Is it possible to book standard lines for sales orders? For example when customer A orders, we always have to put 5 boxes on the invoice. It would be nice when we make the production order and we select customer A that a line is immediately created with 5 boxes.
After you created the recurring sales lines and added the code to the customer, did you recreate the sales order?
Yes, you can set up approval workflow for sales order whether using recurring lines or not. Orders will need to be approved before they can be released. A change to the order after it has been approved will require reopening the order then resending for approval. If change to the order is done after it's been sent for approval but not yet approved then the approval request would need to be canceled before making changes.
Re-tested this in Cronus W1, and it works (if the Valid from/to date for reccuring line is within the Document date).
Once I select Customer number, a notification appears at the top, informing that there are recurring sales lines.
If You don't get the notification, try to press the button "Get Reccuring Sales Lines" and try to choose it manually - most probably there will be an error message, and once You fix what is stated in error, the notification will appear next time You choose the Customer in Sales Document.
so i set up so i said "always ask" for insert rec lines on invoices expecting that when i raised an invoice for the customer it would ask if i wanted to used recurring sales lines but nothing happened. Is there an extra set up that i need to do? Also is it possible to set up a workflow so that when a change or new recurring sales line is created it is sent for approval by a senior person like a commercial manager? I am trying to set up automatic pricing table for contracted pricing and this is the way i was going got do it
the first request is able to be handled with posting groups setup. You could create a specific business posting group and/or product posting group to enable system to map transactions to accounts you specified. However the test practice is to set up generic posting groups and assign those to your customers and vendors. you could refer to documents on posting groups on ms learn website.
the second request, you could create a new sales order using copy document function, which enables you to create new orders with same sales or purchase lines. As suggested by kaspars, recurring line is an option as well.
Check the Recurring Purchase lines and Recurring Sales lines - that can be created from Vendor/customer card.
There are options to Insert those lines on quotes/orders/invoices/credit memos - and You can select Automatic or Always Ask.
Standard Recurring Purchase Lines - Business Central | Microsoft Learn
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