Dynamics 365 Business Central – How to default a General Ledger account onto a Purchase Invoice using “Recurring Purchase Lines”
Recurring Purchase Lines automatically default General Ledger accounts and other details onto purchase invoices when a vendor is selected, streamlining repetitive invoice entry such as monthly rent payments.
"it would be great if the system would default the GL account onto the Purchase Invoice after you select the supplier."
Key points
- Create a Recurring Purchase Line by entering a code, description, GL account, and dimensions
- Link the Recurring Purchase Line to a vendor with ‘Automatic’ setting to auto-populate invoice lines
- This feature works for both GL accounts and items, and can be assigned to multiple vendors
- Saves time and ensures accuracy by preventing manual GL code selection for recurring transactions
Quotes
- “it would be great if the system would default the GL account onto the Purchase Invoice after you select the supplier.” (Describes the core use case: automating GL account selection based on vendor to save time on repetitive invoicing)
- “This is a great time saver and ensures the correct GL code is always picked up.” (Highlights both efficiency and accuracy benefits of the feature for transaction entry)
AL objects mentioned
As named in the post. A name that matches one object page by exact type and name links to it; the others stay as named.
- page “Recurring Purchase Lines”
- page 51 “Purchase Invoice”
- page 35603 “Vendors (RU)”
Not found in BC28-30: page “Recurring Purchase Lines”.
Context
- Features: Recurring Purchase Lines, Automatic GL account defaulting, Vendor-specific line templates, Dimension defaulting
Source: The Dynamics Explorer, community blog. Summary, key points and quotes are derived (CONTENT-NOTICE.md); read the original for the full text.