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In Business Central now (and previously in NAV) it is possible to define customer template, which is used when customer is created from contact. Strangely, even if business process is the same, there is no vendor template, which could be used, when vendor is created from contact.

It should be possible to set vendor template, the same as it is possible for customer.
Category: Purchasing
STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature as part of the functionality in Use conversion templates to convert contacts to vendors and employees in 2020 Release Wave 2.

Please refer to the following link for more information:

Your help was greatly appreciated,  
Business Central Team

Comments

T

The activation of that preview-feature breaks functionality!
Please vote my idea:
For more details:
https://experience.dynamics.com/ideas/idea/?ideaid=37bc53d5-dbdf-eb11-ba5e-0003ff45d48e

@Microsoft, please fix it before this becomes generally available.

Category: Purchasing

T

After activation of this feature i can no longer use configuration templates for item creation.
Before activation when i create new item i can choose the item template from the configuration templates table, after the activation of the feature when i create new item i see the list of the item templates which is not the same table.

Category: Purchasing

T

It seems that when the new feature is activated, the Post code and the City are no longer copied from the Contact Card on the Vendor or Customer Card when it is created by the Vendor or Customer Template!

Category: Purchasing

T

Vendor Templates currently exists in the Czech version of Business Central.

Category: Purchasing