Add additional columns through personalization in various pages to gain more insight

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Users, automatically Sep 1, 2021 Oct 1, 2021

Business value

Different businesses and users need different information to complete business processes. Personalization is a powerful tool that lets people tailor the information that pages contain by dragging fields or columns from a list to the page. Based on feedback from our community, we've added more fields and columns to choose from on several pages.

Feature details

Get Receipt Lines page

You can add the Order No., Vendor Order No., Vendor Shipment No., Vendor Item No., and Item Reference No. columns to the Get Receipt Lines page.

Shows Get Receipt Lines page with new columns.

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Get Shipment Lines page

You can add the Order No., External Document No., and Your Reference columns to the Get Shipment Lines page.

Shows Get Shipment Lines page with new columns.

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Bank Accounts page

The Bank Accounts page contains the Balance at Date and Balance at Date (LCY) columns.

Shows Bank Accounts list with new columns.

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Chart of Accounts and G/L Account Card pages

You can add the No. 2 column for alternative accounts to the Chart of Accounts page, and as a field on the G/L Account Card page.

Shows Chart of Accounts list page with new column.

Shows G/L Account Card page with new field.

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General Journals and Recurring General Journal pages

You can add the External Document No. column to the General Journals and Recurring General Journals pages.

Shows Recurring General Journals page with new column.

Shows Standard General Journals page with new column.

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Sales, purchase, and archive documents

You can add the Unit Gross Weight, Unit Net Weight, Unit Volume, and Units per Parcel columns to pages for the following documents:

  • Sales documents and sales archive documents such as blanket orders, quotes, orders, return orders, and more.
  • Purchase documents and purchase archive documents such as blanket orders, quotes, orders, return orders, and more.
  • Sales shipment report data set.

Shows purchase order with new columns.

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Purchase documents

You can add the Expected Receipt Date field to the Purchase Quotes, Purchase Quote Archives, and Purchase Orders pages.

Shows Purchase Quotes page with new Expected Receipt Date field.

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Additionally, you can add fields related to jobs, such as Job No., Job Task No., Job Planning Line No., and more.

Shows jobs-related columns that can be added to purchase document lines.

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Item Card page

You can add the Transfer Order Receipt and Shipment Quantities fields to the Item Card page.

Shows Transfer Order Receipt and Shipment Quantity fields available for personalization on Item Card page.

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Description 2 fields

You can add the Description 2 field to all sales, service, purchase drafts, and posted and archived document lines.

Shows Description 2 field in list of available fields to add to sales order lines.

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Name 2 fields

You can add the Name 2 field to the Contact Card and list pages, Contact Company Details page, and the Resource Card and list pages.

Shows Company Details page with Name 2 in list of available fields to add through personalization.

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External Document No. field

You can now add External Document No. field to the Aged Accounts Receivable report's Word layout.

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Contact Job Title

You can add the Contact Job Title field to the Contact Card and list pages, Contact Company Details page, and the Resource Card and list pages.

Shows Contact Job Title added to Contacts List page through personalization.

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Source Type and Source No.

You can add the Source Type and Source No. fields to the General Ledger Entries page. Filtering General Ledger Entries by, for example, Source Type Vendor and specific Vendor No. in the Source No. field, gives you a list of entries to be used in expenses by vendor analysis.

Shows Source Type and Source No. fields added through personalization to General Ledger Entries.

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Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

Thank you for your idea

Thank you for submitting this idea. We listened to your idea, along with comments and votes, to help us decide what to add to our product roadmap.

See also

What's new in Supply Chain for Dynamics 365 Business Central (video)