Recommend a setup on Sales & Receivables setup to set 'Default Sales Line Type' per company. Then new Sales lines default.
Yes I agree it should be an option to configure. I was thinking even if I could do it when customizing pages the profile that would be helpful. This way I could say "finance" roll defaults to g/l account but a "purchasing" role defaults to item.
Votes not working, but this is such an obvious need.
Need configurable option in setup to define the default line type - some companies use Business Central for core finance only therefore when not even using inventory they do not want the default line type to be item.
up 3 votes please from my declined duplicate suggestion
we obviously cant see who voted on this site
up one vote please - votes not working
I can see a need for an override to the global defaults that would be useful as well.
A company mostly buy and sell stock, so they would set Purchase & Payables to Item.
But they will also raise POs/PIs for their professional service providers (accountants, lawyers etc), so it would make sense to have the override on those Vendors to default document lines to G/L as this is typically how those expenses are recorded.
Agreed, this should be configurable in setup. We have been asked by several financials-only users to customize this.
There could be some global settings to control this:
Sales & Receivable Setup: Default lines type: drop-down to select G/L Account, Item or Resource
Purchase & Payable Setup: Default line type: drop-down to select G/L Account, Item or Resource
Inventory Setup page: Default item journal line type: Positive Adjmt., Negative Adjmt., Sale, Purchase
Also should be an option in Purchase & Payables Setup
Business Central Team (administrator)