Master Data Information can flow from Customers, Vendors and Items, to Documents

The Master Data on Documents functionality in Business Central lets you attach extra information to items, customers, and vendors and have it flow automatically to your documents. You set up information codes and information values on the master records, and the data follows through to sales orders, production orders, purchase orders, and posted documents.

You can let the information flow between documents too. For example, from a sales order to a production order, and further on to a purchase order.

The master data acts as a default on the open order. Your salesperson can change it on the order, and the changed value flows to the posted document.

Once you configure the setup the way you want it, it runs automatically with the standard setup. You do not need to maintain it manually each time.

How master data flows from items, customers, and vendors to documents

Master data information can flow from items, customers, and vendors to both open and posted documents. If you have set up the structure of information codes and information values, and attached them to your customers, vendors, and items, that information becomes available to flow further into your transactions.

You can also attach extended text and languages, and use the description functionality to create a long description or a report description. This is all standard information that applies to those different entities: customers, vendors, and items.

Setting up Master Data on Documents in Business Central

With the functionality called Master Data on Documents, you can make a setup that takes all this information from the standard entities and lets it flow to the open documents. That means it reaches your sales orders, production orders, purchase orders, and assembly orders.

You can also set up the data to flow from one document to another. The information can move from a sales order to a production order, or from a sales order to a purchase order. It can even flow from a sales order to a production order and then further to a purchase order.

Using master data as a default that flows to posted documents

Finally, the master data information can flow further from those orders, where it can be changed. On the open orders, the salesperson can adjust the values, and the information then flows to the posted documents.

In practice, the master data works as a default setting on the open order. You can change it on the open order, and from there it flows to the posted documents.

How the setup works once configured

You configure all of this in the Master Data on Documents setup in Business Central. There are several videos showing how to make that setup step by step.

Once you set it up to work the way you want, it keeps working all the time with the standard setup. You do not need to think about it again after configuration.

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