Dynamics 365 Business Central: How to move Line part (Subform) to the bottom of the Document Page

Dynamics 365 Business Central

Hi, Readers.
I saw a very interesting question last week, is there any way to move Line part (Subform) to the bottom of the Document Page.

As you know, on the sales order, the Line part (Sales Order Subform) is behind the General FastTab, in the middle of the page.

This is what it’s been like since NAV. But from the user perspective, when users start entering the data either it is a sales document or a purchase document, they always start top to bottom, Header -> Lines, not Header -> Lines -> Header. Yes, that makes sense.

For example, in the Invoice Details FastTab, there are some fields related to the calculation of the line amount, such as Currency Code, Prices Inculding VAT. When confirming the data, a user has to jump from top FastTabs to Bottom FastTabs, then switch to lines in the middle. This is slightly inconvenient.

Okay, let’s try to see if we can do it with the out of the box feature.

In BC, there are three features that we can use to change the UI, Personalize, Design (Only in Sandbox), Customize pages in Profiles (Roles).

Test Video: Emmm… It can’t be moved….

Then I checked the MS Docs, Personalize Your Workspace.

Cannot move here icon indicates that you can’t move the element to the selected position.

Well, let me try to see if the customization can be done.

Prepayment FastTab:

Lines FastTab:

1. Using pageextension

Success.

Source Code:

pageextension 50100 ZYSalesOrderExt extends "Sales Order"
{
    layout
    {
        moveafter(Control1900201301; SalesLines)
    }
}

2. Using pagecustomization

Success.

profile Test
{
    Description = 'Test';
    RoleCenter = "Business Manager Role Center";
    Customizations = ZYSalesOrderCustom;
    Caption = 'Test';
}

pagecustomization ZYSalesOrderCustom customizes "Sales Order"
{
    layout
    {
        moveafter(Control1900201301; SalesLines)
    }
}

In summary, this seemingly simple UI personalization is actually no way to use the standard features to do, we still need to customize, I hope that in the future Microsoft can lift this part of the restrictions.

PS: Here is the BC idea for this feature, please vote if you want.
Dynamics 365 Application Ideas: Sequence of FastTabs in Sales/Purchase documents

END

Hope this will help.

Thanks.

ZHU

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