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

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