Do you want to set the Default line type?

  • Whenever we enter data into sales or purchase lines, the default line type is “Item,” as shown below,

  • If we want to use a default line type other than item, then follow the below steps,

A) For sales documents If we want the default line type to be G/L Account, then

  1. Search for the “Sales & Receivables Setup” page.
  2. On the “Sales & Receivables Setup” page, we can see there is one field as “Document Default Line Type”, as highlighted below,

3. After clicking that dropdown field, select the line type “G/L Account”

4. Now, while creating any new sales document, the new line type “G/L Account” will be there by default, as shown below,

B) For purchase documents If we want the default line type to be G/L Account, then

  1. Search for the “Purchase & Payables Setup” page.
  2. On the “Purchase & Payables Setup” page, we can see there is one field as “Document Default Line Type”, as highlighted below, and select line type as G/L Account.

3. Now, while creating any new purchase document, the new line type “G/L Account” will be there by default.

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