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Adding default accounts to vendors

 

To make data entry easier, default GL accounts can be added to Vendors in Business Central using Standard Purchase Codes and Recurring Purchase Lines. 

Set up recurring purchase lines and standard purchase codes

 

  1. Select the search icon and type in Recuring Purchase Lines and select Recurring Purchase Lines.




     
  2. Choose New to add a new Recurring Purchase Line.




     
  3. In the Code field, enter the name of the entry as well as a description.




     
  4. In the table set the Type to G/L Account, No. to the desired account number, and quantity to 1. You can optionally set a fund, department, function, and overwrite the description to something other than the account name. Additional lines can be added to accommodate multiple G/L Accounts and dimensions. 



     
  5. Select the back button when complete.

 

 

Assign Recurring lines to vendor

 

 

  1. Navigate to Payees/Vendors and select the vendor for which default G/L Accounts will be assigned. 




     
  2. From the Payee Card choose More Options>Related>Purchases>Recurring Purchase Lines. 




     
  3. In the code field select a Recurring Purchase Line. Optionally, multiple Recurring Purchase Lines can be set for a vendor. 





     
  4. Set the Insert the Rec. Lines on Invoices option. This determines how/when lines will be added when invoices are created for this vendor.
     
    1. Manual: Invoices created for the vendor have no Accounts/Dimensions set by default, but Recurring Purchase Lines can be manually added.
    2. Automatic: Invoices created for this vendor have the Accounts/Dimensions for the Recurring Purchase Lines set by default.
    3. Always Ask: Invoices created for this vendor will display a prompt asking if you wish to use the Recurring Purchase Lines.




       
  5. Select the back button when complete.

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using recurring purchase lines on purchase invoices

 

Based on which option was selected for the Insert Rec. Lines on Invoices the behavior will be different when creating Purchase Invoices for a vendor with Recurring Purchase Lines set up. 

 

  1. Manually: a vendor with manual Recurring Purchase Lines does not have default G/L Accounts and dimensions. However, the Recurring Purchase Lines can still be added by ​​​​​​​
    1. ​​​​​​​Navigating to Actions > Functions > Get Recurring Purchase Lines




       
    2. Select the desired Recurring Purchase Line and then OK.





       
    3. The G/L accounts and dimensions are then inserted into the Purchase Invoice.




       
  2. Automatically: a vendor with automatic Recurring Purchase Lines will have G/L Accounts and dimensions automatically inserted into Purchase Invoices upon creation.




     
  3. Always Ask: a vendor with Always Ask Recurring Purchase Lines will provide a prompt asking to insert Recurring Purchase Lines into the Purchase Invoice.
     
    1. ​​​​​​​Select the Get Recurring Lines link and the Purchase Invoice.




       
    2. Select the desired Recurring Purchase Line and OK.




       
    3. The G/L accounts and dimensions are then inserted into the Purchase Invoice.


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