How to view and search all sales lines in Business Central

Microsoft Dynamics 365 Business Central is a powerful enterprise resource planning (ERP) solution that enables companies to manage their sales and finances. However, attempting to view important line level details of various sales documents can be an inefficient and time consuming task as users have to open each individual document separately. For example, when trying to view all posted sales invoice lines, a Business Central user will have to open each individual posted sales invoice and navigate to the lines section.

To streamline this process and increase visibility into sales lines, Rand Group has developed a custom application that enhances Business Central’s native capabilities. The Document Lines Lists application adds several new sales document pages that allow you to view and filter line level details in aggregate instead of having to navigate to individual documents. This post will detail how to access the new pages included in our custom application, how to personalize them for your needs, and how to export the line level detail to Excel.

The Document Lines Lists for Business Central application adds multiple new pages to your Business Central environment. These new pages automatically pull in your existing records, allowing organizations to view the line level details from their sales documents in aggregate, instead of having to navigate to individual documents. For example, you can view all lines on all sales orders on a new page called Sales Order Lines. On this new page, you can filter to quickly find the information you need to make business decisions, such as finding all of a specific item that will be shipping in the next week.

With the Document Lines List for Business Central, you will get the following new pages for your sales documents:

• Sales Quote Lines
• Sales Order Lines
• Sales Invoice Lines
• Sales Credit Memo Lines
• Sales Return Order Lines
• Posted Sales Shipment Lines
• Posted Sales Invoice Lines
• Posted Sales Cr. Memo Lines

The Document Lines Lists adds additional list pages to your Business Central environment. All of these new pages are searchable through Business Central’s search feature. For example, to view and search all sales order lines, follow the steps below:

1. In Business Central search for and select Sales Order Lines
2. You will be redirected to a new Sales Order Lines page listing all lines on all sales orders

Personalize and export your sales lines list pages

The new sales document lines pages can be personalized to meet the unique needs of your business. You can easily add or remove fields so you can easily access the information most important to your organization. For example, you can easily add fields to your Sales Order Lines page such as dimensions, line number, and quantity to ship. To personalize your sales documents pages, follow the steps below:

1. Select Settings >> Personalize
2. Select +Field
3. Place fields by dragging from the list to a position on the page

The new sales document pages can be easily exported to Excel for reporting purposes and to share across your organization as needed. To export your list page, select Share >> Open in Excel.

The Document Lines Lists application extends Business Central’s native capabilities by adding list pages that aggregate lines across all sales documents. These new sales document pages can be found by using Business Central’s search feature. Then, you can customize these pages to fit your needs and export your records to Excel.

Rand Group is a dedicated Microsoft Dynamics 365 partner with years of experience implementing, supporting, and extending Business Central to do more for our clients. Contact Rand Group today to learn how these new lines list pages can enhance your reporting and increase visibility into your business.