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Drop lists in F&O

by Mo Faheem

This might be a simple topic for many, however, to me, it is different from what I was used to in the CRM world. Drop lists in F&O are either defined by the system or by the user.

This explanation post might be simple for most readers, but it is meant for F&O beginners like me. Read about my journey with Dynamics 365 F&O. My main source of information is Microsoft Documentation.

Option sets

Before I cover what is drop lists in F&O, I want to explain what is a drop menu and when do we use it.

Drop-down menus are generally used to categorise and distinguish the system records from each other. For example, school student records can have a field to classify the students based on gender.

The classification is generally either permanent or not rapidly changed. For example, a contact record can be classified as a potential customer until one day they make a purchase and the toggle flips to a customer. Then, if they do another purchase, the selection flips to returning customers or frequent buyers.

Drop lists in F&O

In Dynamics 365 F&O, it is important to use a predefined list of options to classify the records in general. For example, when making a payment, we require to classify the method of payment or the payment type, as the payment can be made in different forms (cash, bank transfer, cheque and many other options).

However, customizing these options sets is essential to match the client way of work. to illustrate using the previous example, a company might not want to make payments in cash and the option needs to be adjusted to take this option out and maybe add other options.

Drop lists in F&O
Method of payment drop-down list

Types of Drop-down lists in F&O

There are two types of drop-lists in F&O, User defined and system defined lists. Each of those two lists are used across Dynamics 365 Finance and Operations for most of the records.

User-defined drop list

User-defined drop lists are the ones that the F&O user can directly edit by adding, updating or deleting one of the option set selections.

The user-defined list is directly edited by right-clicking the field and selecting View details, or it can also be edited for module setup.

The existing option item can not be editted or deleted if it has dependant record

Note
User defined drop list

System-defined drop list

Unlike the user-defined lists, users are not able to edit or add more options to the drop list.

To update the list, we require a developer intervention to achieve that.

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