Master Recurring Purchase and Sales Codes in Microsoft D365

Table of Contents

1. Introduction
2. What are Recurring Purchase and Sales Codes?
3. Setting up Recurring Purchase Lines
   • Adding Lines
   • Assigning the Code to a Vendor
4. Creating a Purchase Invoice with Recurring Lines
5. Setting up Recurring Sales Lines
   • Adding Codes and Values
   • Setting Valid Dates and Payment Terms
6. Inserting Recurring Sales Lines into Sales Documents
7. Conclusion

Recurring Purchase and Sales Codes: Simplifying Document Processing

Recurring purchase and sales codes are a valuable feature in Business Central that allows businesses to automate the process of adding lines to purchase or sales documents for specific vendors or customers. This feature is particularly useful when dealing with vendors who consistently require the same GL account codes or customers who frequently order the same items. By setting up recurring codes, businesses can streamline document processing and ensure consistency in the ordering process.

1. Setting up Recurring Purchase Lines

To begin utilizing recurring purchase codes, navigate to the "Recurring Purchase Lines" option within the search function. Here, You can set up new codes that will automatically add lines to the desired documents. Enter a unique code name and provide a description for better identification. Next, add the lines that you want to be automatically added to documents associated with this code. You can choose from various entry types such as GL accounts, items, or charge items. Additionally, you can assign dimension codes to these lines if needed.

2. Assigning the Code to a Vendor

The assigned codes are not exclusive to a particular vendor; instead, they can be used by multiple vendors. To assign a purchase code to a vendor, open the vendor list and select the desired vendor. Navigate to the "Recurring Purchase Lines" option and choose the purchase code you created. This ensures that the assigned code can be utilized by the selected vendor. Additionally, you have options to determine how the lines will be added to documents, such as on orders or invoices. You can choose between automatic insertion, where the lines are added without prompting, or the system asking for confirmation each time. Manual selection is also available, which requires users to manually choose the purchase lines during document creation.

3. Creating a Purchase Invoice with Recurring Lines

To Create a purchase invoice with recurring lines, access the purchase invoice list and select "New". Choose the vendor for whom you've set up a recurring purchase code, and the system will automatically populate the vendor information. Additionally, the lines associated with the purchase code will be inserted into the invoice. Review the lines, add any necessary costs, and process the document as usual. This streamlined approach reduces manual data entry and ensures accuracy in document creation.

4. Setting up Recurring Sales Lines

Similar to recurring purchase lines, recurring sales lines can be set up to automate the addition of specific lines to sales documents. Open the customer card and navigate to the "Recurring Sales Lines" option. Here, you can add multiple codes and values for different products or services. Additionally, you have the flexibility to set valid dates, allowing the automatic insertion of specific sales lines only during specified date ranges. This feature is particularly helpful when running promotional offers or when certain products are available for a limited time.

5. Inserting Recurring Sales Lines into Sales Documents

To insert recurring sales lines into sales documents, select the desired customer from the customer list and navigate to the "Recurring Sales Lines" option within the sales section. Choose the appropriate code for the customer and set the desired options, such as automatic or manual insertion, in the document columns. The system will automatically add the recurring sales lines to the sales documents Based on the configured settings, ensuring consistency and efficiency in the sales process.

6. Conclusion

Recurring purchase and sales codes are powerful tools within Business Central that simplify document processing. By automating the addition of lines to purchase or sales documents, businesses can streamline their operations, maintain consistency in ordering processes, and reduce manual data entry errors. By utilizing the setup and assignment options available, businesses can tailor the automation to their specific needs. Embrace the power of recurring codes and enhance your document processing efficiency today!

Highlights:

• Recurring purchase and sales codes automate the addition of lines to purchase or sales documents.
• Consistency is maintained in ordering processes through the use of recurring codes.
• Recurring purchase codes can be assigned to multiple vendors.
• Recurring sales lines can be customized by setting valid dates and payment terms.
• Automatic insertion of recurring sales lines ensures efficiency and consistency in the sales process.

FAQ

Q: Can I assign multiple recurring codes to a single vendor? A: Yes, you can assign multiple recurring codes to a single vendor. This allows for greater flexibility in automating document processing.

Q: Can I set specific valid date ranges for recurring sales lines? A: Yes, you can set valid date ranges for recurring sales lines. This feature is ideal for limited-time offers or promotions.

Q: Can I manually select which recurring purchase lines to add to a document? A: Yes, you can choose to manually select the recurring purchase lines during document creation. This gives you full control over the lines added to each document.

Q: Can I modify or remove recurring codes once they have been assigned? A: Yes, recurring codes can be modified or removed at any time. Simply access the vendor or customer list, navigate to the appropriate section, and make the necessary changes.