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
In the Search box, enter Sales & Receivables Setup, and then choose the related link.
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.
- 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.
Choose the OK button.
See Also
Other Resources
Standard Purchase Codes and Standard Sales Codes
Sales & Receivables Setup
Purchases & Payables Setup