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Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

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Presenter: Sune Lohse, Chief Strategy Officer

You can transfer Master Data Information from customers and items to a sales order, and likewise from a vendor or an item to a purchase order. And thereby, it’s possible to use standard data to print on the sales document and the purchase document.

Transcription of video

Let’s make an example here from my sales order.

If I’m creating a new sales order, like this, for customer 20000. After inserting the sales order, the Master Data Information that I have defined in a setup will automatically be transferred to the sales header.

And as you can see in the Master Data Information, they are following the language code from the customer if languages were defined, otherwise it took the standard languages.

And there’s a standard setup whether to use it on the header or the footer on the sales order. Whether to print it on the open documents or only on the posted documents, and whether to transfer through the shipment or the invoice or only to use it on the open documents.

So, it’s possible to define a lot of different stuff with those Master Data Information.

Likewise, on the sales order entering item number.

We just add a quantity and when the item line is inserted, if we go here on the line, you can see that Master Data Information will automatically be entered on the item line, just like on the sales header.

So, for each item line, I can define standard setup, text coming from the item card going directly to my open orders.

And also, I could enter here several more lines if I prefer to do that and if I want to modify or add text to the sales order or the sales invoice.

I could use either the long description setup where I merge information from the different attributes or I could use separate lines for each attribute. That’s a setup thing and you can see that in a video for doing this specific setup.