Default line type in the sales and purchase documents

Hello there Dynamics 365 Lovers!

Still waiting for the new features under the Administration module of?Dynamics 365 Business Central?

Wether you deal with your physcial goods or use Business Central only for financials, you probably use some type of purchase or sales documents. In the 2021 release wave 2 plan, Microsoft allows you to now specify the type of line that you want to use by default on these document, which will save you a little time on data entry.

Let’s now take a look in these new configurations.

First, select icon, enter Sales & Receivables Setup then choose the related link.

You can now choose the default line type that will be suggested when you create new documents in this release. In the Document Default Line Type field, you can specify the default type for sales on the Sales & Receivables Setup page and for purchases on the Purchase & Payables Setup page.

Sales and purchase documents can contain different types of lines, such as G/L Account, Item, Resource, or Fixed Asset.?Following that, the document's first line will always use the default type that you specified, and you can begin working with lines by selecting values in the No. field. You can, of course, change the type on the line if necessary. If you do, the following lines will use the type from the previous line. The default value only?affects the first line.

Hope this will help.

Thank you for reading!