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Any way to Auto-Populate Amounts on Recurring Lines (Sales and Purchases) that use GL Accounts

Tom Walker on 9/28/2022 8:01:33 AM

A Customer has asked us whether it is possible for lines in Recurring Sales/Purchase Invoices to have the Amount fields auto populated if they are using GL Accounts instead of Items/Services etc. Reading online, a workaround is to use GL Journals, but the Customer would want to post these transactions as an Invoice (to create an Invoice document), rather than post as a GL Journal.


Is there a way to maybe incorporate an amount field in the Recurring Sales/Purchase Lines when the GL Account/Comment Type is used? So that the amount can be populated straight into the Invoice.

Category: Financial Management
STATUS DETAILS
Needs Votes
Ideas Administrator

Business Central Team (administrator)

Thanks for your suggestion. 

They can also set up and use Items of type = Service, see https://learn.microsoft.com/en-US/dynamics365/business-central/inventory-about-item-types

Brian Nielsen,
Program Manager, Business Central team

Comments

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RE: Any way to Auto-Populate Amounts on Recurring Lines (Sales and Purchases) that use GL Accounts

Tom Walker on 10/6/2022 12:46:36 PM

Thank you Brian for your comment.


In this particular case, they want to post as a GL Account to the Invoice rather than a Service, but this is a good suggestion for our other customers if they ask!


Tom

Category: Financial Management