Dynamics Business Central How-to: Add Default Accounts to Vendors

by | Updated November 13, 2020 | Dynamics 365 Business Central, Dynamics GP

To add default GL accounts to Vendors in Dynamics Business Central to make data entry a bit easier, assign default accounts to vendors using Standard Purchase Codes and Recurring Purchase Lines. This functionality is also available for Sales lines.

Go to the search icon and type in Recuring Purchase Lines, select Recurring Purchase Lines.

recurring purchase lines

Click on New to add a new Recurring Purchase Line

Standard Purchase Code Card

In the Code field, enter the name of the entry. In this example, I’ll create a line for Utilities In the Lines section, choose G/L Account from the drop-down.

Standard Purchase Code Card

Then select the Utilities Expense account and enter a quantity of 1.

Standard Purchase Code Card

In the line section, users can add the dimensions that should be identified for this expense by clicking on More options > Line > Dimensions.

Edit Dimension

Then click on close to close the window.

Recurring Purchase Lines

Now close out of the Standard Purchase Code page and the Recurring Purchase Lines page and we’ll go assign the recurring lines to the vendor.

Open the Vendor List page and select the vendor that is paid for utilities. For this example, we’ll use the London Postmaster. Click on the vendor, then click on More options > Navigate > Purchases > Recurring Purchase Lines.

D365 BC

Here we can assign the Standard Purchase code we set up for Utilities.

Standard Purchase Code

Click on New or Edit List to add the code.

New/Edit List

Change the Insert Recurring lines on Invoices to Always ask, and then close out of the window.

Recurring Purchase Lines

Create a new Purchase Invoice by clicking on New Document from the Vendor List page, with London Postmaster still highlighted.

Purchase Invoice

On the Purchase Invoice card, the Vendor information is entered.

Purchase Invoice

As soon as you tab off the field, the message will appear asking if you want to use the recurring lines for this vendor.

Purchase Invoice

Click on Get Recurring Lines and the Recurring Purchase Lines window will open, showing the recurring lines assigned to this vendor.

Recurring Purchase Lines

Select the line you want and click on OK. The lines will populate in the grid section of the Purchase Invoice.

Purchase Invoice

Continue on with any additional lines and save or post your invoice based on your Purchase Invoice process.

For more information about Recurring Sales and Purchase Lines, visit the Microsoft Docs link: https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-work-standard-lines

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

march

03mar10:00 am10:30 amThe Modern Manufacturer - MRP vs. MPS – What, When and How

03mar2:00 pm2:30 pmLot Management Best Practices for Batch Manufacturers

10mar10:00 am10:30 amEnhancing the Customer Experience and Driving More Business with Dynamics 365 Customer Service

10mar2:00 pm2:30 pmThe Five Steps to Managing Sales Tax

11mar11:00 am12:00 pmConfab with Stoneridge - Livestream - Power Apps Component Framework Power Hour

17mar10:00 am10:30 amThe Modern Manufacturer: Pro Tips for your Finance Team

24mar10:00 am10:30 amUnlock the Potential of Digital Marketing with Dynamics 365 Marketing

25mar11:00 am12:00 pmConfab with Stoneridge - Livestream - The Four Keys to Choosing the Best ERP or CRM Solution

31mar10:00 am10:30 amThe Modern Manufacturer: Keys to Reporting Success

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

april

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

07apr10:00 am10:30 amBoost Seller Productivity and Close More Business with Dynamics 365 Sales

07apr2:00 pm2:30 pmEnsuring Quality for Batch Manufacturers

08apr11:00 am12:00 pmConfab with Stoneridge - Livestream - Jumping into the Deep End of the Data Lake

14apr10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

21apr12:00 pm1:00 pmGetting Started with Barcode Scanners and WMS Apps for Business Central

22apr11:00 am12:00 pmConfab with Stoneridge - Livestream - Moving from Manual to Automated with Strategic Automation Strategies

28apr10:00 am10:30 amThe Modern Manufacturer: Best Practices for Inventory Turn

28apr12:00 pm1:00 pmPower Up Microsoft Dynamics by Automating Budgeting, Dashboarding and Reporting

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X