Default Account Type

Default Account Type Enhancement

Currently in Dynamics D365 Business Central, when a user creates a sales or purchase document, the Type field in the Lines defaults to Item. Because not all companies use inventory, users must change the Type from Item to G/L Account manually on each document they create. In addition, even if a company does use inventory, not all their users make entries involving inventory, so those users must change the Type from Item to G/L Account manually.

The SL Overlay Default Account Type enhancement provides a way to designate a default account type in both the General Ledger Setup, and in the User Setup page to populate a default Type in new sales and purchase documents during data entry.

1. When new sales or purchase documents are created, the system first checks the User Setup page for the currently logged in user to determine that user's setting for Default Account Type. Options include blank (no value), Item or G/L Account. If a value of either Item or G/L Account is found, the system uses the default value from this field as the defaulted value for the Type field in the new sales or purchase document during data entry.

2. If the setting in User Setup is left blank, the system then checks the Default Account Type field in General Ledger Setup and uses the default value from this field as the defaulted value for the Type field in the new sales or purchase document during data entry.

Setup for Default Account Type

SL Overlay Setup

1. Navigate to the SL Overlay Setup page using the Business Central search feature and selected the related link.

2. On the SL Overlay Setup page > Default GL Account and Dimensions tab > Default Account Type, set the slider option to "on" to enable the Default Account type enhancement. Set the slider option to "off" to disable the enhancement.

User Setup

1. To establish a default account Type for a specific user, navigate to User Setup using the Business Central search feature and select the related link.

2. Select the desired user from the User ID field in the User Setup page.

3. In the Default Account Type field, select either G/L Account or Item as the default for this user when creating sales or purchase documents.

General Ledger Setup

1. Navigate to the General Ledger Setup page using the Business Central search feature and selected the related link.

2. On the General tab > Default Account Type, set the option to either G/L Account or Item as the value to default whenever new sales or purchase documents are created.

Tip

If a user has a value selected in their User Setup > Default Account Type, that value is used for new sales and purchase documents, regardless of the value selected in the General Ledger Setup > Default Account Type. If no value is selected for a user (blank), then the value in the General Ledger Setup > Default Account Type is used.