Configure Dynamics 365 Business Central to automatically set the Type field to Item on purchase order lines by defining the default line type in Purchases & Payables Setup. Learn how to streamline data entry for companies working with physical goods.
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Question
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A company uses Dynamics 365 Business Central. The company works with physical goods.
The system must automatically populate the Type field on the document line when a user creates a purchase order.
You need to configure the system.
Solution: On the Purchases & Payables Setup page, set the default document line type to Item.
Does the solution meet the goal?
A. Yes
B. No
Answer
A. Yes
Explanation
The solution of setting the default document line type to Item on the Purchases & Payables Setup page does meet the goal of automatically populating the Type field on purchase order lines in Dynamics 365 Business Central for a company working with physical goods.
In Dynamics 365 Business Central, the Purchases & Payables Setup page allows you to define various default behaviors and settings for purchasing processes. One of these settings is the Default Type field in the Documents section, which determines the default line type that will be used when creating new lines on purchase documents like purchase orders.
By setting the Default Type to Item, whenever a user creates a new purchase order and adds lines to it, the Type field on each line will automatically be populated with the value “Item”. This eliminates the need for the user to manually select Item as the type on each line, streamlining data entry.
Since the company in this scenario works with physical goods, having Item as the default line type on purchase orders is appropriate and will save time. The user can still change the Type field to a different value like G/L Account or Resource code if needed, but in most cases Item will be the correct type.
Therefore, configuring the default document line type as Item in the Purchases & Payables Setup meets the requirement of automatically setting the Type field on purchase order lines, making this solution effective for the company’s needs.
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