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Small and medium business | Business Central, N...
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Standard sales codes

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Posted on by 65

What has replaced Standard sale codes used in NAV in Business central . I want to set up as standard GL,Global dimension 1, pricing and standard lines

  • port otago Profile Picture
    port otago 65 on at
    RE: Standard sales codes

    i would use copy document  feature but there is a risk as contracted prices change year to year and some lien son one invoices do not need to be copied to the next invocie. Ideally i want a sales template that has all the information i need and then i just need to put in qty to create an invoice. Standard sales codes were very useful

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,561 Super User 2024 Season 2 on at
    RE: Standard sales codes

    Hi, if you need standard functions to perfectly meet your needs, you need to customize.

    Also, as I mentioned, can you try the Copy Document feature? Maybe it can meet your needs.

  • port otago Profile Picture
    port otago 65 on at
    RE: Standard sales codes

    Hi Zhu

    its still not the answer. It say in your example that recurring sales lines can not put in prices automatically. But i do have set prices , not for items but for services. So a company will charge the same price but the quantity will change and they are invoiced the same quantity each month Its not an inventory item but if i can put a gl to an item i will use that. I am not sure why this is so difficult to understand.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,561 Super User 2024 Season 2 on at
    RE: Standard sales codes

    Hi, I have done a simple test, I hope it can give you some hints.

    How to create recurring orders (Recurring Sales Lines and Recurring Purchase Lines)

    https://yzhums.com/6241/

    In addition, if you fix the information every time, you can also use the Copy Document function. Just make a standing order and put it there.

    pastedimage1678928267655v1.png

    Hope this helps.

    Thanks.

    ZHU

  • port otago Profile Picture
    port otago 65 on at
    RE: Standard sales codes

    The answer you gave is not quite what i am looking for as in the set up there is not way to put in set prices which is what i want. I want to be able to pull down recurring lines and i want the lines to have a set price

  • port otago Profile Picture
    port otago 65 on at
    RE: Standard sales codes

    Thank you very much

    I will try your solutions

  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,913 Super User 2024 Season 2 on at
    RE: Standard sales codes

    You can change the Type field to G/L Account. Click on the down arrow in the Type field, and it will expand the drop down below:

    pastedimage1678772243800v1.png

  • port otago Profile Picture
    port otago 65 on at
    RE: Standard sales codes

    but only if its an item

    the sales is actual a service so it needs a gl attached. Thanks for the input but i just need to keep pushing for a solution, so if you know how to set up for a service rather than an item that would be good. We dont sell items and we dont use/have manufacturing module

  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,913 Super User 2024 Season 2 on at
    RE: Standard sales codes

    You still can. The page has the same fields in BC as it did in NAV, it just has a different name

    pastedimage1678769039956v1.png

    pastedimage1678769088782v2.png

  • port otago Profile Picture
    port otago 65 on at
    RE: Standard sales codes

    yes but you cant put in set prices for recurring lines? With standard sales codes you could. So how do you set up g/l,dimension and set sales prices using recurring sales lines?

    pastedimage1678768765451v1.png

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