New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Catalog Items Use Standard Number Series, Can Include in Blanket Sales Orders

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The fifteenth of the new functionality in the Application section is Catalog items use standard number series, can include in blanket sales orders.

It’s now easier for businesses to manage catalog items. In addition to adding catalog items to sales orders and quotes, you can assign them to blanket sales orders.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Catalog items are items that you don’t manage in Business Central until you sell them. When you use the Select Catalog Item action to add a catalog item to a line on a sales order, quote, and now also a blanket sales order, the catalog item is converted to a regular item.

You can decide how to convert vendor item numbers to the item numbering structure that you use. You can use the number series defined in the item template that is assigned to a catalog item, or use the number series defined in the Item No. field on the Inventory Setup page. The number series defined on the item template takes priority.

Specify how to convert catalog item numbers to your numbering system

Before you can convert a catalog item to a normal item, you must specify how to convert vendor item numbers to your item numbering system. To do that, on the Catalog Item Setup page, fill in the No. Format field with the option you prefer.

Add catalog item to a blanket sales order and convert it to a normal item

1. On the Blanket Sales Orders page, choose the New action.
2. On the General FastTab, fill in the fields as you would for any blanket sales order.
3. On a new sales line, in the Type field, select Item, but leave the No. field empty.
4. Choose the Line action, and then choose the Select Catalog Items action.
5. On the Catalog Items page, select the catalog item that you want to sell, and then select OK.

The catalog item is converted to a normal item. A new item card prefilled with information from the catalog item and a relevant item template is created.

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