Default Line Types in Dynamics 365 Business Central
Save time on invoicing with this new, simple feature
Do you use Microsoft Dynamics 365 Business Central (BC)? If yes, then you probably deal with sales or purchase documents. Do you want to make your invoicing process even faster? If you answered yes again, then you’ve come to the right place!
A new feature in Wave 2 of Business Central is a specifiable, default line type in a sales or purchase document.
Common lines found within these documents include G/L Account, Item, Resource, and Fixed Asset. With this release, you have the ability to create a suggested list of default lines. When you start a new document, simply choose from the list and keep working. This new BC action will save you time and clicks on every invoice.
How to set up default lines:
- To specify the default type for sales, head to the Sales & Receivable Setup page.
- To specify for purchases, first go to the Purchases & Payables Setup page, then enter the type in the Document Default Line Type field.
- Once the line type is specified, the first line on the document will always use the default type you entered. You can begin filling out the document by selecting values in the No. field.
Keep in mind that the default option is applicable to the first line. After the first line, the line type will be set based on the previous line. If you need to change the type, you can easily do so on the line itself.
Have any questions about this time-saving feature or Business Central in general? Feel free to reach out to a member of Opal Business Solutions’ Dynamics 365 team. As a Microsoft Gold Partner, we provide you with a direct connection to Microsoft support. Click below for more!