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Auto create Item In Business Central While Entering Item Description In Sales Line

Inkey, December 19, 2023 963 Views

Microsoft Dynamics 365 Business Central is a powerful Enterprise Resource Planning (ERP) solution that offers a wide range of features. One such feature that can significantly enhance your sales process is the ability to auto-create items in Business Central when entering item descriptions on sales lines.

Requirement:

How can we create item while entering item description in sales line in Business Central?

Prerequisites:

• Verify that the organization has valid licenses for Microsoft Dynamics 365 Business Central.
• Ensure that users who will be creating sales orders, quotes, or invoices have the necessary permissions to access and modify the system configuration settings.

Solution (Implementation Steps):

Auto Creation of Item While Entering Item Description in Sales Line in business central is a time-saving and error-reducing feature in Microsoft Dynamics 365 Business Central.

Below are the implementation steps to enable this feature in your system:

As shown in the below screenshot, go to the search bar and type “Sales & Receivables Setup”

On “Sales & Receivables Setup” Page, there is a field “Create Item from Item No.” which needs to be enabled by the user for the Auto Creation of Item While Entering Item Description in Sales Line.

Now go to the search bar and type “Sales Order” to open the sales order.

Select and open already Existing sales order or Create new sales order by click on “+ New” button.

If you have created new sales order then enter all the necessary details as shown below.

Now on the sales line, enter the Item Description in “No.” field. The system asks for creating a new item or overlapping the existing item (if you want to replace the existing item, then you should check the transaction against that item. If a transaction was done, then the system restricts overlapping the existing item).

Select the appropriate option and click on “OK”.

Select the Item Template and click on “OK”.

As soon as the user click on “OK”, the system will create a new item as shown below. On the Item Card enter necessary details such as unit price, unit cost etc.

Now Click on “Cancel” and Check Sales Order Line. The Item will be created with all the necessary details and also added in  the sales line.

Conclusion:

The process to auto create items Business Central while entering item descriptions in sales lines is a valuable feature that streamlines your sales process, saves time, and reduces the likelihood of data entry errors. This feature allows for efficient creation of items by simply entering a description, and the system takes care of the rest, generating item cards and adding them to your sales order. By doing so, your organization can maintain accurate inventory records, improve efficiency, and ultimately enhance the overall customer experience. With Microsoft Dynamics 365 Business Central’s auto-creation of items, your business can stay ahead in the fast-paced world of sales and inventory management.

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