How to auto prefill line type on Sales Order?

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Posted on by Ortwin

Hello,

I came across an instruction video (https://usedynamics.com/business-central/sales/creating-orders/) in which the Sales Order page is shown. In the page shown the Type of the first line to be entered is prefilled with 'Item'. In my Sales Order page the lines are all blank. Is this s.th. that can be setup? I'm on BC14.

With kind regard,

Ortwin

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Dynamics 365 Business Central

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Marco Mels on at

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RE: How to auto prefill line type on Sales Order?

Hello,

docs.microsoft.com/.../sales-how-work-standard-lines

Thanks.

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Ortwin 35 on at

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RE: How to auto prefill line type on Sales Order?

Hello Marco,

Thanks for the reply.

The 'Recurring Sales Lines' is not quite what I am looking for.

In the video you can see that the Line Type is filled with 'Item' at the moment the page is opened. There is not even a customer selected.

It looks like a global setting of some sort, but I'm not grasping it.

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jerome77 on at

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RE: How to auto prefill line type on Sales Order?

Hi

I did quick test with my Saas 16.1 version and I have it displayed (not special setup done)

Kind regards

Jerome

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ArturV 225 on at

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RE: How to auto prefill line type on Sales Order?

Hi,

You can subscribe to the OnNewRecordEvent event of page Sales Order Subform and put the following code in here:

LOCAL [EventSubscriber] OnNewSalesOrderLine(VAR Rec : Record "Sales Line";BelowxRec : Boolean;VAR xRec : Record "Sales Line")

Rec.Type := Rec.Type::Item;

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RiteshKS 260 on at

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RE: How to auto prefill line type on Sales Order?

Hi Ortwin,

System keeps most used value in default. if you create most of the orders for items it should keep item as default in line.

thanks.

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Ortwin 35 on at

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RE: How to auto prefill line type on Sales Order?

Reply from Sune Lohse (creator of the video):

I can see in the coding that it is determined by the “Application Area”. That is, if the Application Area “Basic” or “Suite” is checkmarked in the system, the line will default be “Item”.

But I don’t know much about the application areas, and how this checkmark is set… so you will have to find out that

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Ortwin 35 on at

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RE: How to auto prefill line type on Sales Order?

You're absolutely right. However I do not manage to set the Application Area(s) in the Web or Roll Tailord Client for all checkboxes in the Application Area page are disabled. Neither do I manage to set the Application Area programmaticaly (Session.ApplicationArea('#Basic')).

The only way I succeed to set Application Areas is by directly checking them in the table 9178 Application Area Setup.

And indeed then the first Sales (and Purchase) Order Line is prefilled with Type 'Item'. Now let's hope that the rest of the application still works as before since I toggled the Application Area.

Thanks for your help.

Ortwin

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Marco Mels on at

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RE: How to auto prefill line type on Sales Order?

Hello,

Otherwise, raise a support request with Microsoft via your CSP.

Thanks.

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Ortwin 35 on at

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RE: How to auto prefill line type on Sales Order?

Application Areas seem to work only in the online version and not on-prem (at least not BC14). But as mentioned above you can toggle them from the Object Designer > Table 9178 Application Area Setup > Run

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