Fact boxes with master data information in Business Central let you attach extra information to items, customers, vendors, order documents, serial numbers, and lot numbers. You see the relevant information directly on the card or document without opening another window.
You can set up to 10 information codes, and each user can choose which information codes to display. This means a planner and a purchaser can each see the values most relevant to their work on the same item.
You can move fact boxes around the screen using design and personalize. Drag the fact box up to the header area if you want the information higher on the page.
On a sales order or purchase order, the fact box shows master data for the header. When you select a line, the fact box updates to show master data for the item on that line.
What fact boxes with master data information do in Business Central
The master data feature lets you attach an information fact box to several record types in Business Central: items, customers, vendors, order documents, serial numbers, and lot numbers. The idea is simple. You set up the information once, and it follows the record so you can see it wherever that record appears.
On an item card, for example, the fact box shows the information you have set up for that specific item. When you look at a different record, the fact box updates to show the information tied to that record.
Setting up information codes per user
You can define up to 10 information codes in the fact box. Each user can have their own setup, so you decide which information codes and values you want to see.
As a planner, you might look at one set of information. A colleague in another role can have a different setup on the same record. This makes it easy to get the overview that matters for your job without being distracted by fields you do not need.
Moving fact boxes with design and personalize
By default the fact box sits in its usual place, but you can move it. Select design and personalize, then grab the fact box and drag it to where you want it. If you prefer the information fact box higher up, near the top of the page, you can drag it into the header area.
Fact boxes on sales orders and purchase orders
Fact boxes work on documents too, including sales orders and purchase orders. If you use master data information, the fact boxes are already there.
On a sales order, the header shows master data that relates to the sales header. When you select a line, the fact box updates to show master data for the item on that line. This gives you a quick shortcut to the master data information tied to each entity, whether that is the document itself or the individual items.
Q&A
Which records can I attach master data fact boxes to in Business Central?
You can attach an information fact box to items, customers, vendors, order documents, serial numbers, and lot numbers.
How many information codes can I show in a fact box?
You can set up to 10 information codes in a single fact box.
Can different users see different information in the same fact box?
Yes. The setup can be per user, so each user decides which information codes and values to display on the same record.
How do I move a fact box to the top of the page?
Select design and personalize, then grab the fact box and drag it to the header or top area of the page.
How do fact boxes behave on a sales order?
The header shows master data related to the sales header. When you select a line, the fact box updates to show master data for the item on that line.