Table "Sales & Receivables Setup"
Stores configuration settings for the Sales and Receivables module, including posting options, number series, pricing methods, archiving preferences, and Dynamics 365 Sales integration.
Properties
| Name | Value |
|---|---|
| Caption | Sales & Receivables Setup |
| DrillDownPageID | Page Microsoft.Sales.Setup."Sales & Receivables Setup" |
| LookupPageID | Page Microsoft.Sales.Setup."Sales & Receivables Setup" |
| DataClassification | CustomerContent |
Fields
| Name | Type | Description |
|---|---|---|
| "Primary Key" | Code[10] | Specifies the unique identifier for the Sales and Receivables Setup record. |
| "Discount Posting" | Option | Specifies how sales discounts are posted to the general ledger, including options for invoice discounts, line discounts, or both. |
| "Credit Warnings" | Option | Specifies which warnings to display when creating sales documents for customers with credit limit or overdue balance issues. |
| "Stockout Warning" | Boolean | Indicates whether to display a warning when entering a quantity on a sales document that would reduce inventory below zero. |
| "Shipment on Invoice" | Boolean | Indicates whether a shipment document is automatically created when posting a sales invoice. |
| "Invoice Rounding" | Boolean | Indicates whether invoice amounts are rounded according to the invoice rounding precision defined in General Ledger Setup. |
| "Ext. Doc. No. Mandatory" | Boolean | Indicates whether an external document number must be entered on sales documents and general journal lines. |
| "Customer Nos." | Code[20] | Specifies the number series used to assign unique identifiers to new customers. |
| "Quote Nos." | Code[20] | Specifies the number series used to assign unique identifiers to new sales quotes. |
| "Order Nos." | Code[20] | Specifies the number series used to assign unique identifiers to new sales orders. |
| "Invoice Nos." | Code[20] | Specifies the number series used to assign unique identifiers to new sales invoices. |
| "Posted Invoice Nos." | Code[20] | Specifies the number series used to assign unique identifiers to posted sales invoices. |
| "Credit Memo Nos." | Code[20] | Specifies the number series used to assign unique identifiers to new sales credit memos. |
| "Posted Credit Memo Nos." | Code[20] | Specifies the number series used to assign unique identifiers to posted sales credit memos. |
| "Posted Shipment Nos." | Code[20] | Specifies the number series used to assign unique identifiers to posted sales shipments. |
| "Reminder Nos." | Code[20] | Specifies the number series used to assign unique identifiers to new reminders. |
| "Issued Reminder Nos." | Code[20] | Specifies the number series used to assign unique identifiers to issued reminders. |
| "Fin. Chrg. Memo Nos." | Code[20] | Specifies the number series used to assign unique identifiers to new finance charge memos. |
| "Issued Fin. Chrg. M. Nos." | Code[20] | Specifies the number series used to assign unique identifiers to issued finance charge memos. |
| "Posted Prepmt. Inv. Nos." | Code[20] | Specifies the number series used to assign unique identifiers to posted sales prepayment invoices. |
| "Posted Prepmt. Cr. Memo Nos." | Code[20] | Specifies the number series used to assign unique identifiers to posted sales prepayment credit memos. |
| "Blanket Order Nos." | Code[20] | Specifies the number series used to assign unique identifiers to new blanket sales orders. |
| "Calc. Inv. Discount" | Boolean | Indicates whether the invoice discount is automatically calculated based on customer discount settings. |
| "Appln. between Currencies" | Option | Specifies which currency combinations are allowed when applying customer payments to invoices in different currencies. |
| "Copy Comments Blanket to Order" | Boolean | Indicates whether comments from blanket sales orders are copied to the related sales orders. |
| "Copy Comments Order to Invoice" | Boolean | Indicates whether comments from sales orders are copied to the related sales invoices. |
| "Copy Comments Order to Shpt." | Boolean | Indicates whether comments from sales orders are copied to the related shipment documents. |
| "Allow VAT Difference" | Boolean | Indicates whether users can manually adjust VAT amounts on sales documents within the allowed VAT difference. |
| "Calc. Inv. Disc. per VAT ID" | Boolean | Indicates whether invoice discounts are calculated separately for each VAT identifier on the document. |
| "Logo Position on Documents" | Option | Specifies the position where the company logo appears on printed sales documents such as invoices and orders. |
| "Check Prepmt. when Posting" | Boolean | Indicates whether posting is blocked when prepayment invoices remain unpaid on sales orders. |
| "Prepmt. Auto Update Frequency" | Option | Specifies how often a job queue entry runs to automatically update the prepayment status of sales orders. |
| "Default Posting Date" | Enum Microsoft.Foundation.Enums."Default Posting Date" | Specifies whether new sales documents default to the work date or no date for the posting date field. |
| "Default Quantity to Ship" | Option | Specifies whether the quantity to ship field on sales order lines defaults to the remaining quantity or blank. |
| "Post with Job Queue" | Boolean | Indicates whether sales documents are posted in the background using job queue entries. |
| "Job Queue Category Code" | Code[10] | Specifies the category code for job queue entries used for background posting of sales documents. |
| "Job Queue Priority for Post" | Integer | Specifies the priority level for job queue entries that post sales documents in the background. |
| "Post & Print with Job Queue" | Boolean | Indicates whether sales documents are posted and printed in the background using job queue entries. |
| "Job Q. Prio. for Post & Print" | Integer | Specifies the priority level for job queue entries that post and print sales documents in the background. |
| "Notify On Success" | Boolean | Contains a legacy setting that no longer has any functional effect on the system. |
| "VAT Bus. Posting Gr. (Price)" | Code[20] | Specifies the VAT business posting group used for customers who want item prices shown including VAT. |
| "Direct Debit Mandate Nos." | Code[20] | Specifies the number series used to assign unique identifiers to new direct debit mandates. |
| "Allow Document Deletion Before" | Date | Specifies the cutoff date before which posted sales documents can be deleted. |
| "Report Output Type" | Enum Microsoft.Foundation.Enums."Setup Report Output Type" | Specifies the output format for reports scheduled through job queue when posting and printing sales documents. |
| "Document Default Line Type" | Enum Microsoft.Sales.Document."Sales Line Type" | Specifies the default line type that appears on the first line when creating new sales documents. |
| "Default Item Quantity" | Boolean | Indicates whether the quantity field is automatically set to 1 when selecting an item on sales document lines. |
| "Create Item from Description" | Boolean | Indicates whether the system suggests creating a new item when a description entered on sales lines does not match existing items. |
| "Archive Quotes" | Option | Specifies whether sales quotes are archived automatically when they are deleted, processed, or printed. |
| "Archive Orders" | Boolean | Indicates whether sales orders are archived automatically when they are deleted, posted, or printed. |
| "Archive Blanket Orders" | Boolean | Indicates whether blanket sales orders are archived automatically when they are deleted, processed, or printed. |
| "Archive Return Orders" | Boolean | Indicates whether sales return orders are archived automatically when they are deleted or posted. |
| "Default G/L Account Quantity" | Boolean | Indicates whether the quantity field is automatically set to 1 for sales lines of type G/L Account. |
| "Create Item from Item No." | Boolean | Contains a discontinued setting that previously controlled item creation from item numbers on sales lines. |
| "Copy Customer Name to Entries" | Boolean | Indicates whether the customer name from the customer card is copied to customer ledger entries during posting. |
| "Ignore Updated Addresses" | Boolean | Indicates whether changes to customer addresses made on sales documents are not copied back to the customer card. |
| "Skip Manual Reservation" | Boolean | Indicates whether the reservation confirmation dialog is suppressed when processing sales lines. |
| "Disable Search by Name" | Boolean | Indicates whether customer name changes on open sales documents apply only to the document without searching for matching customers. |
| "Allow Multiple Posting Groups" | Boolean | Indicates whether different posting groups can be used for the same customer across sales documents. |
| "Check Multiple Posting Groups" | Enum Microsoft.Finance.ReceivablesPayables."Posting Group Change Method" | Specifies the method used to validate which posting groups are allowed when multiple posting groups are enabled. |
| "Quote Validity Calculation" | DateFormula | Specifies the date formula used to calculate the default expiration date for sales quotes. |
| "S. Invoice Template Name" | Code[10] | Specifies the general journal template used for posting sales invoices. |
| "S. Cr. Memo Template Name" | Code[10] | Specifies the general journal template used for posting sales credit memos. |
| "S. Prep. Inv. Template Name" | Code[10] | Specifies the general journal template used for posting sales prepayment invoices. |
| "S. Prep. Cr.Memo Template Name" | Code[10] | Specifies the general journal template used for posting sales prepayment credit memos. |
| "IC Sales Invoice Template Name" | Code[10] | Specifies the intercompany journal template used for posting intercompany sales invoices. |
| "IC Sales Cr. Memo Templ. Name" | Code[10] | Specifies the intercompany journal template used for posting intercompany sales credit memos. |
| "Fin. Charge Jnl. Template Name" | Code[10] | Specifies the general journal template used for posting finance charge memos. |
| "Reminder Journal Template Name" | Code[10] | Specifies the general journal template used for posting reminders. |
| "Reminder Journal Batch Name" | Code[10] | Specifies the general journal batch used for posting reminders within the selected template. |
| "Copy Line Descr. to G/L Entry" | Boolean | Indicates whether descriptions from G/L Account type lines on sales documents are copied to the resulting general ledger entries. |
| "Fin. Charge Jnl. Batch Name" | Code[10] | Specifies the general journal batch used for posting finance charge memos within the selected template. |
| "Canceled Issued Reminder Nos." | Code[20] | Specifies the number series used to assign unique identifiers to canceled issued reminders. |
| "Canc. Iss. Fin. Ch. Mem. Nos." | Code[20] | Specifies the number series used to assign unique identifiers to canceled issued finance charge memos. |
| "Write-in Product Type" | Option | Specifies whether write-in products from Dynamics 365 Sales are created as items or resources in sales documents. |
| "Write-in Product No." | Code[20] | Specifies the item or resource number used for write-in products imported from Dynamics 365 Sales. |
| "Auto Post Non-Invt. via Whse." | Enum Microsoft.Warehouse.Structure."Non-Invt. Item Whse. Policy" | Specifies which non-inventory item lines are automatically posted when posting sales documents through warehouse. |
| "Posted Return Receipt Nos." | Code[20] | Specifies the number series used to assign unique identifiers to posted return receipts. |
| "Copy Cmts Ret.Ord. to Ret.Rcpt" | Boolean | Indicates whether comments from sales return orders are copied to the posted return receipt documents. |
| "Copy Cmts Ret.Ord. to Cr. Memo" | Boolean | Indicates whether comments from sales return orders are copied to the related credit memo documents. |
| "Return Order Nos." | Code[20] | Specifies the number series used to assign unique identifiers to new sales return orders. |
| "Return Receipt on Credit Memo" | Boolean | Indicates whether a return receipt is automatically created when posting a sales credit memo. |
| "Exact Cost Reversing Mandatory" | Boolean | Indicates whether return transactions require an exact item entry application to ensure correct cost reversal. |
| "Price Calculation Method" | Enum Microsoft.Pricing.Calculation."Price Calculation Method" | Specifies the default price calculation method used for sales transactions. |
| "Price List Nos." | Code[20] | Specifies the number series used to assign unique identifiers to new sales price lists. |
| "Allow Editing Active Price" | Boolean | Indicates whether users can modify or add price lines in active sales price lists. |
| "Default Price List Code" | Code[20] | Specifies the default sales price list where new price lines are stored when created from the price worksheet. |
| "Use Customized Lookup" | Boolean | Indicates whether customized lookup implementations are used instead of standard lookups on price list pages. |
| "Customer Group Dimension Code" | Code[20] | Specifies the dimension code used to categorize customers into groups for sales analysis reporting. |
| "Salesperson Dimension Code" | Code[20] | Specifies the dimension code used to track salespeople for sales analysis reporting. |
| "Freight G/L Acc. No." | Code[20] | Specifies the general ledger account used to post freight charges from Dynamics 365 Sales integration. |
| "Link Doc. Date To Posting Date" | Boolean | Indicates whether the document date is automatically updated when the posting date changes on sales documents. |
| "Posting Date Check on Posting" | Boolean | Indicates whether the posting date is validated against defined rules when posting sales documents. |
| SystemId | Guid | |
| SystemCreatedAt | DateTime | |
| SystemCreatedBy | Guid | |
| SystemModifiedAt | DateTime | |
| SystemModifiedBy | Guid | |
| SystemCreatedByUserName | Text[50] | |
| SystemCreatedByFullName | Text[80] | |
| SystemModifiedByUserName | Text[50] | |
| SystemModifiedByFullName | Text[80] | |
| SystemRowVersion | BigInteger |
Methods
GetRecordOnce
Retrieves the Sales and Receivables Setup record from the database, caching the result to avoid repeated reads within the same session.
procedure GetRecordOnce()GetLegalStatement
Returns the legal statement text to be displayed on sales documents. Base implementation returns an empty string; localized versions may override this.
procedure GetLegalStatement(): TextReturns
| Type | Description |
|---|---|
| Text |
The legal statement text. |
JobQueueActive
Determines whether sales document posting is configured to use the job queue for background processing.
procedure JobQueueActive(): BooleanReturns
| Type | Description |
|---|---|
| Boolean |
True if either Post with Job Queue or Post and Print with Job Queue is enabled; otherwise, false. |