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How to: Set Up Standard Sales or Purchase Lines

In Microsoft Dynamics NAV, you can specify how the standard sales or purchase codes will be entered when you are creating the specified sales or purchase documents.

The following procedure describes how to set up a standard sales line, but the same steps apply to setting up standard purchase lines in the Purchases & Payables Setup window.

To set up a standard sales line

  1. In the Search box, enter Sales & Receivables Setup, and then choose the related link.

  2. On the Std. Customer Sales Codes FastTab, fill in the fields as described in the following table.

    Field Description

    Insert Std. Cust. Sales Lines

    Specify the method by which to insert the standard customer sales lines.

    • Manual - You must insert the standard sales lines that you set up for that customer. If you select this option, then you will not be able to select the Quotes, Orders, Invoices, or Credit Memos fields in the Sales & Receivables Setup window.

    • Automatic - Automatically insert standard sales lines on sales documents that you create for a customer.

    • Always Ask - Display a window with all the existing standard sales codes that you set up for the customer.

    Quotes

    Select to insert standard sales lines on sales quotes.

    Orders

    Select to insert standard sales lines on sales orders.

    Invoices

    Select to insert standard sales lines on sales invoices.

    Credit Memos

    Select to insert standard sales lines on sales credit memos.

  3. Choose the OK button.

See Also

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