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Business Central forum

Item description text and quote profit

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Posted on by

I looking for a way to increase the item description character size in the item cards and to shop up on printed quotes/invoices. 

Second, Is there a way to view the profit of an invoice or quote either on the quote/invoice page or a report?  I need to see profit from item markup and labor.

Thanks in advance for the help!  Everyone on the forums have been very helpful so far! 

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  • Verified answer
    AJAnsari Profile Picture
    5,754 on at

    Hi Adam,

    Instead of increasing the size of the Item Description field, I would recommend creating a new field as an Extension to the Item table, or adding the "Description 2" field to the Item card, and on the sales transaction pages.

    The Description 2 field is a standard field, but left off the pages by default. It's simple enough to add back, but requires some knowledge of how to use the Designer in Sandbox mode, download the change as an Extension, converting it to an .app file, and then uploading it to the production environment.

    It's one of those things that takes minutes if you know how to do it, but it will seem cumbersome the first couples you try to do it. I would recommend asking your Business Central partner (if you have one) for help.

    Here's a How-To video from Microsoft that touches on it, but it might not address a few loose ends: www.youtube.com/watch

    I plan to make a video on this and a few other things when I have a chance over the coming weeks.

    Also, I want to address why I discourage increasing the size of an existing field (to be honest, I can't remember off the top of my head if I can alter the size of an existing field in Business Central; we can in the on-prem edition, NAV): a field like Description flows to many different transaction tables in the system, and if you forget to update all of them, you will run into issues where a long description will cause a failure when the system tries to insert into a table. When that happens, the system won't auto truncate the extra characters (unless you also add code to handle that scenario), and instead, the transaction will cause an error and won't post. Unless you know the schema of the system well, I would steer clear of that.

    I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"

  • Verified answer
    AJAnsari Profile Picture
    5,754 on at

    I forgot to address your second question:

    To view the profit on a transaction, click on the Statistics icon on the ribbon while on a Sales Quote / Sales Invoice / Sales Order card. You will find the Statistics icon when you click the Actions tab on the ribbon.

    I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"

  • Community Member Profile Picture
    on at

    AJ, thanks again!  

    Any recommendations for a partner?  I did some searching and found that it was not cheap!  I have a small business currently and don't have a need for all of the full service options out there.  Maybe a freelance partner?

  • AJAnsari Profile Picture
    5,754 on at

    Hi adamTAV,

    You will find some partners offering consulting services listed on AppSource (if you filter on Dynamics 365, then Business Central, and then on Consulting services), but it's not an exhaustive list. And there are definitely freelance partners out there as well, but I don't know that there is a comprehensive listing somewhere.

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