Microsoft Idea

Reconciling customer templates and main templates

AC Petr J on 10/26/2018 10:36:54 AM

There are "Main Templates" (TAB8618 and 8619 - fields can be defined) and the "old" Customer templates (TAB5105).
When you create Customer from Customer card, the system asks you and choose from these "Main templates".
When you create Customer from Contact card by using "Create as" function, the system takes only customer templates (T5105).

Could you consider this scenario: If there is no Customer template (TAB5105) use "Main Templates" (TAB8618/ 8619). Or could you suggest a general reconciliation?

STATUS DETAILS

Completed

Business Central Team (administrator)

Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2019 release wave 2.

Learn more about what's new and planned for customer templates in the release plan here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-business-central/improvements-configuration-templates-contact-conversion-templates

Your help was greatly appreciated,

Business Central Team

Comments

RE: Reconciling customer templates and main templates

KVM D on 7/26/2021 1:42:36 PM

I think this feature is still incomplete. "Customer templates" need to have a "No. Series" field, just like "Main templates" do.

Category: General