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Setup page · Accounts payable

Line of business

A setup page for line of business (LOB) codes.

Used by
Accounts payable manager, Vendor account manager, Accounting manager and 2 more roles
Business process
Define purchasing demographics with Dynamics 365 Supply Chain Management
Menu item
LineOfBusiness
Main table
LineOfBusiness
Data entity
LineOfBusinessEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for line of business (LOB) codes.
What you do hereUsed to create the line of business codes that are assigned to vendors.
ExampleFor example, you can create codes that match the group codes defined by organizations your company is affiliated with.
Line of business page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processDevelop procurement and sourcing strategy › Develop supplier segments › Define purchasing demographics with Dynamics 365 Supply Chain Management
Menu pathAccounts payable › Setup › Line of business
Set up first—
Used next byAll vendors Microsoft Learn ↗
Related pagesAging period definitions Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Line of business1 screen

Create the line-of-business codes that vendor accounts are assigned to for grouping and statistics.

  1. Screen 1

    Create the line of business

    Go to Accounts payable > Setup > Line of business

    1. Select New
    2. Enter the code and description
    1Line of businessBEAT
    DescriptionAtlas synthetic services
    Create the line of business (zoomed on the outlined fields)
    Show the full screenCreate the line of business
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Line of businessThe code for the line of business, for example matching an industry classification such as NACE or ISIC.Microsoft Learn ↗BEAT—
Description—Atlas synthetic servicesDescription

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Line of business——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemLineOfBusiness Checked in Dynamics 365
FormLineOfBusiness Checked in Dynamics 365
TableLineOfBusinessShown as “Line of business” in Record infoKey field: LineOfBusinessIdChecked in Dynamics 365
Data entitiesLineOfBusinessEntityLine of business Microsoft data model ↗
Who can open itPrivilegesMaintain accounts payable lines of business LineOfBusinessMaintainView accounts payable line of business LineOfBusinessViewDutiesEnable invoice and payment process VendInvoiceInvoicePaymentProcessEnableInquire into invoice and payment process reference data VendInvoiceInvoicePaymntProcessRefDataIEnable vendor process VendVendorProcessEnable
5 security rolesAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorPurchasing manager TradePurchasingManagerAccounts payable manager VendInvoiceAccountsPayableManagerVendor account manager VendVendorAccountManager
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=LineOfBusiness
Integrate withLineOfBusinessEntity data entity Microsoft data model ↗
Table definitionLineOfBusiness columns and relations Microsoft data model ↗

Everyone

8Sources and checks