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Hi,
When we post a purchase invoice in Dynamics BC, the default Type for line is selected as "Item". We have to change this everytime from Item to G/L. Is there a way the default can be changed from Item to G/L?
I have looked at vendor settings, vendor posting groups but could not find any option to do this. I have also tried "personalise" and design options in sandbox.
Many thanks
Hello Everyone,
He needs to make this feature on action button for the Payment Journal page. They do not need auto line creation, as I discussed with him earlier.
Hi
As per 2021 Wave 2, Microsoft have added this functionality at Purchase & Payable Setup and Sales & Receivable Setup page.
Purchase & Payable Setup
Sales & Receivable Setup
Please Verify my answer if you found this relevant.
Hope it will help.
Thanks
Aman
Hi muhammadnadeem,
you can do this setup form the "sales & Receivable Setup" and "Purchase & Payables Setup" where you can find "Document Default Line Type" assign value as per your requirement.
IF this field is not available on the page then add on the page: https://learn.microsoft.com/en-us/dynamics365/business-central/ui-personalization-user
Hello Muhammadnadeem,
In the previous version in BC it was not available, but in last update we got the option on Purchase & Payables Setup, where you can do the setup functionally at your end just by selecting what you want the initialize the system to put on the lines first.
Go through the shard image for your reference.
If my answer helped you, maybe it can help others, please verify it, so other users know it worked or helped you.
Thank you.
Hi, just adding some info.
Business Central 2021 wave 2 (BC19) new features: Default line type in the sales and purchase documents (Document Default Line Type)
Hope this helps someone else.
Thanks.
ZHU
You can update this default from the Accounts Payable Setup window
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YUN ZHU
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Sagar Dangar, MCP
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