Name: It is possible to swap the Sales Line automatically on releasing the Sales Order - Microsoft Dynamics 365 Business Central
Uploaded: 2022-09-30T15:12:41+02:00
Duration: 58 s
Description: It is possible to swap the sales order automatically when you release it. If you have set it up in the rental setup, meaning if you on the combination of the customer and rental setup, you have set up the checkmark swap on manual release, it will automatically release or swap if there’s anything to swap.

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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner 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 "Rental Management" which is available at Microsoft AppSource. Click to visit AppSource. Rental Management

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Presenter: Sune Lohse, Chief Strategy Officer

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It is possible to swap the sales order automatically when you release it. If you have set it up in the rental setup, meaning if you on the combination of the customer and rental setup, you have set up the checkmark swap on manual release, it will automatically release or swap if there’s anything to swap.

This is what happens in the video

Let’s see how it works.

So in this example, I will add a customer number on a sales order.

Adding my rental item, rental quantity, how many items I’m going to rent and for how long the rental period.

And it’s basically now ready, meaning when I release the sales order, it swaps the line as you can see now and it creates my rental relation lines automatically and the inbound and outbound transfer order for the sales line.