- 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
- Search for the “Sales & Receivables Setup” page.
- 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
- Search for the “Purchase & Payables Setup” page.
- 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.
Author By
Kamal Sharma
Kamal brings over 20 years of experience in data analytics and business intelligence. He has led the design and implementation of analytics solutions across operations, financial reporting, and performance improvement initiatives. With a background in business statistics and Six Sigma, his work focuses on applying data in a structured and practical way to solve real business challenges.
