BC Observatoryunofficial, made by waldo
tableSales & Receivablesofficial - Microsoftderived - from the source, no model text

Table 311 "Sales & Receivables Setup"

Base Application · Microsoft.Sales.Setup

Open in Claude311.mdSource on GitHub

Across versions

  1. BC23present
  2. BC24declaration changed
  3. BC251 fields added
  4. BC2689 fields changed, 8 fields removed
  5. BC272 fields changed, 1 fields added
  6. BC281 fields changed
  7. BC29-30unchanged

Neighbourhood 25 connected objects and pages

Table 308 "No. Series" (relates to, 21 links)No. SeriesTable 80 "Gen. Journal Template" (relates to, 8 links)Gen. Journal TemplateTable 232 "Gen. Journal Batch" (relates to, 2 links)Gen. Journal BatchTable 348 "Dimension" (relates to, 2 links)DimensionTable 15 "G/L Account" (relates to)Table 323 "VAT Business Posting Group" (relates to)VAT Business Posting GroupTable 471 "Job Queue Category" (relates to)Job Queue CategoryTable 7000 "Price List Header" (relates to)Price List HeaderPage 459 "Sales & Receivables Setup" (pages and codeunits on it, 3 links)Sales & Receivables SetupPage 1401 "Sales No. Series Setup" (pages and codeunits on it)Sales No. Series SetupTable extension 1694 "SalesReceivablesSetupExtension" (extended by)SalesReceivablesSetupExtensionCodeunit 7001 "Price Calculation Mgt." (event subscribers)Price Calculation Mgt.Analyze data in lists with Copilot (preview) (Learn pages)Analyze data in lists with C…Analyze list page and query data using data analysis (Learn pages)Analyze list page and query …Archive sales, purchase, project, and service documents (Learn pages)Archive sales, purchase, pro…Create number series (Learn pages)Electronic invoicing in Norway (Learn pages)How to work with VAT on sales and purchases (Learn pages)Overview of tasks to configure sales processes (Learn pages)Set up a posting date warning [GB] (Learn pages)Set Up Customers for EHF (Learn pages)Set Up EHF [NO] (Learn pages)Set up invoice rounding (Learn pages)Set up prepayments (Learn pages)Set up prices and discounts (Learn pages)

Open in the neighbourhood explorer

One hop out, from the extracted relations and call graph. Up to 40 shown; the sections below list them all.

Base Application · Microsoft.Sales.Setup · BC23-30 · source at ea08af5e · facts from BC29

Learn documents this table through its pages: Page 459 “Sales & Receivables Setup” (13 Learn pages), Page 1401 “Sales No. Series Setup” (1).

Properties

Property Value
Caption Sales & Receivables Setup
DataClassification CustomerContent

Fields

Explanation: the field’s ToolTip in the code; without one, the ToolTip of a page control bound to the field (marked via the page); without that, its Caption (marked caption) when that differs from the name.

No. Name Type Explanation Notes
1 Primary Key Δ BC26 Code[10] —
2 Discount Posting Δ BC26 Option Specifies the type of sales discounts to post separately. No Discounts: Discounts are not posted separately but instead will subtract the discount before posting. Invoice Discounts: The invoice discount and invoice amount are posted simultaneously, based on the Sales Inv. Disc. Account field in the … OptionCaption: No Discounts,Invoice Discounts,Line Discounts,All Discounts
4 Credit Warnings Δ BC26 Option Specifies whether to warn about the customer’s status when you create a sales order or invoice. OptionCaption: Both Warnings,Credit Limit,Overdue Balance,No Warning
5 Stockout Warning Δ BC26 Boolean Specifies if a warning is displayed when you enter a quantity on a sales document that brings the item’s inventory level below zero.
6 Shipment on Invoice Δ BC26 Boolean Specifies if a posted shipment and a posted invoice are automatically created when you post an invoice.
7 Invoice Rounding Δ BC26 Boolean Specifies if amounts are rounded for sales invoices. Rounding is applied as specified in the Inv. Rounding Precision (LCY) field in the General Ledger Setup window.
8 Ext. Doc. No. Mandatory Δ BC26 Boolean Specifies if it is mandatory to enter an external document number in the External Document No. field on a sales header or the External Document No. field on a general journal line.
9 Customer Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to customers. TableRelation Table 308 “No. Series” (No. Series)
10 Quote Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to sales quotes. TableRelation Table 308 “No. Series” (No. Series)
11 Order Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to sales orders. TableRelation Table 308 “No. Series” (No. Series)
12 Invoice Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to sales invoices. TableRelation Table 308 “No. Series” (No. Series)
13 Posted Invoice Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to posted sales invoices. TableRelation Table 308 “No. Series” (No. Series)
14 Credit Memo Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to sales credit memos. TableRelation Table 308 “No. Series” (No. Series)
15 Posted Credit Memo Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to posted sales credit memos. TableRelation Table 308 “No. Series” (No. Series)
16 Posted Shipment Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to posted shipments. TableRelation Table 308 “No. Series” (No. Series)
17 Reminder Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to reminders. TableRelation Table 308 “No. Series” (No. Series)
18 Issued Reminder Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to issued reminders. TableRelation Table 308 “No. Series” (No. Series)
19 Fin. Chrg. Memo Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to finance charge memos. TableRelation Table 308 “No. Series” (No. Series)
20 Issued Fin. Chrg. M. Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to issued finance charge memos. TableRelation Table 308 “No. Series” (No. Series)
21 Posted Prepmt. Inv. Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to posted sales prepayment invoices. TableRelation Table 308 “No. Series” (No. Series)
22 Posted Prepmt. Cr. Memo Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to posted sales prepayment credit memos. TableRelation Table 308 “No. Series” (No. Series)
23 Blanket Order Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to blanket sales orders. TableRelation Table 308 “No. Series” (No. Series)
24 Calc. Inv. Discount Δ BC26 Boolean Specifies if the invoice discount amount is automatically calculated with sales documents. If this check box is selected, then the invoice discount amount is calculated automatically, based on sales lines where the Allow Invoice Disc. field is selected.
25 Appln. between Currencies Δ BC26 Option Specifies whether it is allowed to apply customer payments in different currencies. None: All entries involved in one application must be in the same currency. EMU: You can apply entries in euro and one of the old national currencies (for EMU countries/regions) to one another. All: You can apply ent… OptionCaption: None,EMU,All
26 Copy Comments Blanket to Order Δ BC26 Boolean Specifies whether to copy comments from blanket sales orders to sales orders.
27 Copy Comments Order to Invoice Δ BC26 Boolean Specifies whether to copy comments from sales orders to sales invoices.
28 Copy Comments Order to Shpt. Δ BC26 Boolean Specifies whether to copy comments from sales orders to shipments.
29 Allow VAT Difference Δ BC26 Boolean Specifies whether to allow the manual adjustment of VAT amounts in sales documents.
30 Calc. Inv. Disc. per VAT ID Δ BC26 Boolean Specifies whether the invoice discount is calculated according to the VAT identifier that is defined in the VAT posting setup. If you choose not to select this check box, the invoice discount will be calculated based on the invoice total.
31 Logo Position on Documents Δ BC26 Option Specifies the position of your company logo on business letters and documents. OptionCaption: No Logo,Left,Center,Right
32 Check Prepmt. when Posting Δ BC26 Boolean Specifies that you cannot ship or invoice an order that has an unpaid prepayment amount.
33 Prepmt. Auto Update Frequency Δ BC26 Option Specifies how often the job must run that automatically updates the status of orders that are pending prepayment. OptionCaption: Never,Daily,Weekly; DataClassification SystemMetadata
35 Default Posting Date Δ BC26 Enum “Default Posting Date” Specifies which date must be used as the default posting date on sales documents. If you select Work Date, the Posting Date field will be populated with the work date at the time of creating a new sales document. If you select No Date, the Posting Date field will be empty by default and you must man… enum Enum 35 “Default Posting Date”
36 Default Quantity to Ship Δ BC26 Δ BC27 Option Specifies the default value for the Qty. to Ship field on sales order lines and the Return Qty. to Receive field on sales return order lines. If you choose Blank, the quantity to ship is not automatically calculated. OptionCaption: Remainder,Blank
38 Post with Job Queue Δ BC26 Boolean Specifies if you use job queues to post sales documents in the background.
39 Job Queue Category Code Δ BC26 Code[10] Specifies the code for the category of the job queue that you want to associate with background posting. TableRelation Table 471 “Job Queue Category” (Job Queue Category)
40 Job Queue Priority for Post Integer —
41 Post & Print with Job Queue Δ BC26 Boolean Specifies if you use job queues to post and print sales documents in the background.
42 Job Q. Prio. for Post & Print Integer —
43 Notify On Success Δ BC26 Boolean Specifies a setting that has no effect. Legacy field.
44 VAT Bus. Posting Gr. (Price) Δ BC26 Code[20] Specifies a VAT business posting group for customers for whom you want the item price including VAT to apply. TableRelation Table 323 “VAT Business Posting Group” (VAT Business Posting Group)
45 Direct Debit Mandate Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to direct-debit mandates. TableRelation Table 308 “No. Series” (No. Series)
46 Allow Document Deletion Before Δ BC26 Date Specifies if and when posted sales invoices and credit memos can be deleted. If you enter a date, posted sales documents with a posting date on or after this date cannot be deleted.
47 Report Output Type Δ BC26 Enum “Setup Report Output Type” Specifies the output of the report that will be scheduled with a job queue entry when the Post and Print with Job Queue check box is selected. enum Enum 483 “Setup Report Output Type”
49 Document Default Line Type Δ BC26 Enum “Sales Line Type” Specifies the default value for the Type field on the first line in new sales documents. If needed, you can change the value on the line. enum Enum 37 “Sales Line Type”
50 Default Item Quantity Δ BC26 Boolean Specifies that the Quantity field is set to 1 when you fill in the Item No. field.
51 Create Item from Description Δ BC26 Boolean Specifies if the system will suggest to create a new item when no item matches the description that you enter in the Description field on sales lines.
52 Archive Quotes Δ BC26 Option Specifies if you want to automatically archive sales quotes when: deleted, processed or printed. OptionCaption: Never,Question,Always
53 Archive Orders Δ BC26 Boolean Specifies if you want to automatically archive sales orders when: deleted, posted or printed.
54 Archive Blanket Orders Δ BC26 Boolean Specifies if you want to automatically archive sales blanket orders when: deleted, processed or printed.
55 Archive Return Orders Δ BC26 Boolean Specifies if you want to automatically archive sales return orders when deleted or posted.
56 Default G/L Account Quantity + BC25 Δ BC26 Boolean Specifies that Quantity is set to 1 on lines of type G/L Account.
57 Create Item from Item No. Δ BC26 Δ BC27 Boolean Specifies if the system will suggest to create a new item when no item matches the number that you enter in the No. Field on sales lines. obsolete Pending 27.0; #if not CLEANSCHEMA29
58 Copy Customer Name to Entries Δ BC26 Boolean Specifies if you want the name on customer cards to be copied to customer ledger entries during posting.
61 Ignore Updated Addresses Δ BC26 Boolean Specifies if changes to addresses made on sales documents are copied to the customer card. By default, changes are copied to the customer card.
65 Skip Manual Reservation Δ BC26 Boolean Specifies that the reservation confirmation message is not shown on sales lines. This is useful to avoid noise when you are processing many lines. DataClassification SystemMetadata
160 Disable Search by Name Δ BC26 Boolean Specifies that you can change the names of customers on open sales documents. The change applies only to the documents. DataClassification SystemMetadata
175 Allow Multiple Posting Groups Δ BC26 Boolean Specifies if multiple posting groups can be used for the same customer in sales documents. DataClassification SystemMetadata
176 Check Multiple Posting Groups Δ BC26 enum “Posting Group Change Method” Specifies implementation method of checking which posting groups can be used for the customer. enum Enum 960 “Posting Group Change Method”; DataClassification SystemMetadata
200 Quote Validity Calculation Δ BC26 DateFormula Specifies a formula that determines how to calculate the quote expiration date based on the document date. DataClassification SystemMetadata
201 S. Invoice Template Name Δ BC26 Code[10] Specifies the journal template to use for posting sales invoices. TableRelation Table 80 “Gen. Journal Template” (“Gen. Journal Template” where(Type = filter(Sales)))
202 S. Cr. Memo Template Name Δ BC26 Code[10] Specifies the journal template to use for posting sales credit memos. TableRelation Table 80 “Gen. Journal Template” (“Gen. Journal Template” where(Type = filter(Sales)))
203 S. Prep. Inv. Template Name Δ BC26 Code[10] Specifies which general journal template to use for sales invoices. TableRelation Table 80 “Gen. Journal Template” (“Gen. Journal Template” where(Type = filter(Sales)))
204 S. Prep. Cr.Memo Template Name Δ BC26 Code[10] Specifies which general journal template to use for sales credit memos. TableRelation Table 80 “Gen. Journal Template” (“Gen. Journal Template” where(Type = filter(Sales)))
205 IC Sales Invoice Template Name Δ BC26 Code[10] Specifies the intercompany journal template to use for sales invoices. TableRelation Table 80 “Gen. Journal Template” (“Gen. Journal Template” where(Type = filter(Intercompany)))
206 IC Sales Cr. Memo Templ. Name Δ BC26 Code[10] Specifies the intercompany journal template to use for sales credit memos. TableRelation Table 80 “Gen. Journal Template” (“Gen. Journal Template” where(Type = filter(Intercompany)))
207 Fin. Charge Jnl. Template Name Δ BC26 Code[10] Specifies which general journal template to use for finance charges. TableRelation Table 80 “Gen. Journal Template” (“Gen. Journal Template” where(Type = filter(Sales)))
208 Reminder Journal Template Name Δ BC26 Code[10] Specifies which general journal template to use for reminders. TableRelation Table 80 “Gen. Journal Template” (“Gen. Journal Template” where(Type = filter(Sales)))
209 Reminder Journal Batch Name Δ BC26 Code[10] Specifies which general journal batch to use for reminders. TableRelation Table 232 “Gen. Journal Batch” (if (“Reminder Journal Template Name” = filter(<> ‘’)) “Gen. Journal Batch”.Name where(“Journal Template Name” = field(“Reminder Journal Template Name”)))
210 Copy Line Descr. to G/L Entry Δ BC26 Boolean Specifies that the description on document lines of type G/L Account will be carried to the resulting general ledger entries. DataClassification SystemMetadata
211 Fin. Charge Jnl. Batch Name Δ BC26 Code[10] Specifies which general journal batch to use for finance charges. TableRelation Table 232 “Gen. Journal Batch” (if (“Fin. Charge Jnl. Template Name” = filter(<> ‘’)) “Gen. Journal Batch”.Name where(“Journal Template Name” = field(“Fin. Charge Jnl. Template Name”)))
393 Canceled Issued Reminder Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to canceled issued reminders. TableRelation Table 308 “No. Series” (No. Series)
395 Canc. Iss. Fin. Ch. Mem. Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to canceled issued finance charge memos. TableRelation Table 308 “No. Series” (No. Series)
5329 Write-in Product Type Δ BC26 Option Specifies the sales line type that will be used for write-in products in Dynamics 365 Sales. OptionCaption: Item,Resource
5330 Write-in Product No. Δ BC26 Code[20] Specifies the number of the item or resource depending on the write-in product type that will be used for Dynamics 365 Sales. TableRelation if (“Write-in Product Type” = const(Item)) Item.“No.” where(Type = filter(Service | “Non-Inventory”)) else if (“Write-in Product Type” = const(Resource)) Resource.“No.”
5775 Auto Post Non-Invt. via Whse. Δ BC26 Enum “Non-Invt. Item Whse. Policy” Specifies if non-inventory item lines in a sales document will be posted automatically when the document is posted via warehouse. None: Do not automatically post non-inventory item lines. Attached/Assigned: Post item charges and other non-inventory item lines assigned or attached to regular items. A… enum Enum 5775 “Non-Invt. Item Whse. Policy”
5800 Posted Return Receipt Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to posted return receipts. TableRelation Table 308 “No. Series” (No. Series)
5801 Copy Cmts Ret.Ord. to Ret.Rcpt Δ BC26 Boolean Specifies that comments are copied from the sales return order to the posted return receipt.
5802 Copy Cmts Ret.Ord. to Cr. Memo Δ BC26 Boolean Specifies whether to copy comments from sales return orders to sales credit memos.
6600 Return Order Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to new sales return orders. TableRelation Table 308 “No. Series” (No. Series)
6601 Return Receipt on Credit Memo Δ BC26 Boolean Specifies that a posted return receipt and a posted sales credit memo are automatically created when you post a credit memo.
6602 Exact Cost Reversing Mandatory Δ BC26 Boolean Specifies that a return transaction cannot be posted unless the Appl.-from Item Entry field on the sales order line specifies an entry.
7000 Price Calculation Method Δ BC26 Enum “Price Calculation Method” Specifies the price calculation method that will be default for sales transactions. enum Enum 7000 “Price Calculation Method”
7001 Price List Nos. Δ BC26 Code[20] Specifies the code for the number series that will be used to assign numbers to sales price lists. TableRelation Table 308 “No. Series” (No. Series)
7002 Allow Editing Active Price Δ BC26 Boolean Specifies it the existing active sales price line can be modified or removed, or a new price line can be added to the active price list. DataClassification SystemMetadata
7003 Default Price List Code Δ BC26 Code[20] Specifies the code of the existing sales price list that stores all new price lines created in the price worksheet page. TableRelation Table 7000 “Price List Header” (“Price List Header” where(“Price Type” = const(Sale), “Source Group” = const(Customer), “Allow Updating Defaults” = const(true)))
7005 Use Customized Lookup Δ BC26 Boolean Specifies whether the Assign-to Parent No., Assign-to No., and Product No. fields on price list pages use standard lookups to find records. If you have customized these fields and prefer your implementation, turn on this toggle. DataClassification SystemMetadata
7101 Customer Group Dimension Code Δ BC26 Code[20] Specifies the dimension code for customer groups in your analysis report. TableRelation Table 348 “Dimension”
7102 Salesperson Dimension Code Δ BC26 Code[20] Specifies the dimension code for salespeople in your analysis report TableRelation Table 348 “Dimension”
7103 Freight G/L Acc. No. Δ BC26 Code[20] Specifies the general ledger account that must be used to handle freight charges from Dynamics 365 Sales. TableRelation Table 15 “G/L Account” (G/L Account)
7104 Link Doc. Date To Posting Date Δ BC26 Boolean Specifies whether the document date changes when the posting date is modified. DataClassification SystemMetadata
10500 Posting Date Check on Posting + BC27 Δ BC28 Boolean Specifies if you want the program to warn you when you post a sales document with a posting date that is different from the Work Date.

Keys

  • Key1: Primary Key (clustered)

Trigger event subscribers

Procedures

  • GetRecordOnce(): Retrieves the Sales and Receivables Setup record from the database, caching the result to avoid repeated reads within the same session.
  • GetLegalStatement(): Text: Returns the legal statement text to be displayed on sales documents. Base implementation returns an empty string; localized versions may override this.
  • JobQueueActive(): Boolean: Determines whether sales document posting is configured to use the job queue for background processing.

Plus 1 local procedures.

Relations

Pages and codeunits on this table

Extended by

Recent changes

Countries that replace it

AU, BE, CH, ES, FI, GB, IS, IT, NL, NO, NZ, RU

Deprecations

  • field Create Item from Item No.: Pending 27.0 (#if not CLEANSCHEMA29), “Discontinued function”

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "table", object_name: "Sales & Receivables Setup"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

Evidence 1 sources