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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
Planned
2020 Release Wave 2
Ideas Administrator

Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2020 release wave 2.   

When selecting a contact, you can now convert it to a vendor or employee. During conversion, you can choose a contact conversion template to use when the contact is converted to a vendor or employee.

Learn more about what's new and planned for Use conversion templates to convert contacts to vendors and employees in the release plan here:  https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/smb/dynamics365-business-central/use-conversion-templates-convert-contacts-vendors-employees 

Your help was greatly appreciated,  
Business Central Team

Comments

T

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

Category: Purchasing