How to Define Default Value for Type Field in Sales Documents

Define Default Value for Type Field in Sales Documents:

(1) In this blog, we will see how to set up the default value for the “Type” field in all sales documents. This effect only shows when new sales documents like Quote, Order & Invoice etc. are created.

(2) Go to the search bar and type “Sales & Receivables Setup”, as shown.

Search Sales & Receivables Setup in D365 BC

(3) After that “Sales & Receivables Setup” page opens and sets up the “Type” field value from “Document Default Line Type”, as shown.

Document Default Line Type in Business Central

(4) In “Document Default Line Type” there are options that are the same in Sales Order, Sales Quote & Sales Invoice, as shown.

  • Blank
  • G/L Account:
  • Item
  • Resource
  • Fixed Asset
  • Charge (Item)

According to the above options, the system by default gets values when a new sales document creates. Note: This setup shows effect only in new documents when there is no line in the sales document. If a line is there in the sales document, then the system gets value according to the entered value of the sales line.

Document Default Line Type Fields in D365 BC

(5) In this example, we set the value “Fixed Asset” and then see the effect in the sales document. as shown.

document default line type set fixed asset in business central

(6) After that, go to the search bar and enter “Sales Orders”, as shown.

search Sales Orders in search bar dynamics 365

(7) Then the Sales Order list opens and create new Sales Order and see the effects in line when we create, as shown.

fixed asset effect in sales document in bc d365

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