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In Customer & Vendor cards we have the action "Document layouts" to setup specific reports/layouts for this Customer/Vendor.

Sometimes it is required to use the same layout for a group of Customers/Vendors, which are created from a Template (table 8618).
It can be a good solution to specify the "Document layout" in the template, as we can do with the dimensions.
Category: General
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team

Comments

S

It would also be nice if we could select different layouts direct from Sales Document.Example:If we have different Quote Templates, When creating a Quote we can select different Layouts based of witch kind of quote we are writing.

Category: General

S

Essential to make the productivity promoted by the templates meaningful.

Category: General

S

Seems strange to me that this isn't already included in BC. We cannot send customer statements without manually setting the document layout for each customer. I am honestly surprised this issue hasn't attracted more votes and support toward a resolution.

Category: General

S

This is a great idea. Would be relevant for a lot of customers.

Category: General

S

100% agree with this idea.

Category: General