A purchaser, you can set up master data information to display as favorite information on vendors and items, and thereby on purchase documents as well.
In Microsoft Dynamics 365 Business Central, you can configure master data information to appear as fact boxes on vendors and items. Once you set this up, the information carries over automatically to your purchase documents. This gives you a quick overview of relevant master data without leaving the purchase order.
You can add up to 10 information fields as fact boxes. When you select a different vendor or item, the fact box updates to show the master data defined for that specific record.
On a purchase order, the vendor information appears in the header area and the item information appears on the lines. As soon as you add a line, the master data shows up directly on the order.
You can also use the replicate functionality to display the same data as columns on the lines or as fields on the header, not just in the fact box area.
Setting up master data as fact boxes on vendors and items
As a purchaser, you can set up master data information to display as favorite information on vendors and items, and from there it flows through to your purchase documents as well.
In a simple example, you can add product type as an information fact box. You can add up to 10 fields in total. When you switch between different vendors, the product type changes accordingly, provided it is defined as master data for that vendor.
You set it up the same way on items. Each item can have its own fact box, so when you select a different item, you see the fact box that belongs to it.
How master data appears on purchase documents
Once you have configured the fact boxes on vendors and items, the information applies automatically to your purchase documents. No extra setup is needed on the documents themselves.
On a purchase order, you see the vendor information that applies to the header of the order, and you see the item information on the lines. As soon as you add a line, the relevant master data appears directly on the purchase order.
Viewing master data in fact boxes or as columns and fields
This setup gives you an overview of master data in the fact box area. If you prefer, you can use the replicate functionality instead, which lets you show the same data as columns on the lines or as fields on the header.
Q&A
How many master data fields can you display as fact boxes?
You can add up to 10 information fields as fact boxes on vendors and items.
Do you need to set up fact boxes separately on purchase documents?
No. Once you configure the fact boxes on vendors and items, the information applies automatically to your purchase documents.
Where does vendor and item master data appear on a purchase order?
Vendor information appears in the header area of the purchase order, and item information appears on the lines. The line data shows up as soon as you add the line.
Can you show master data outside of the fact box area?
Yes. You can use the replicate functionality to display the data as columns on the lines or as fields on the header.