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Dynamics 365 Business Central Forum

northeastman asked a question on 13 Jun 2018 1:37 PM
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Hi,

All our customers get 30days payment terms. Is there any way to set 30 days as the default in Business Central? Rather than having to add 30 days to each customer - we have 100s.

Thanks, Steve

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Mary Carrero responded on 13 Jun 2018 1:48 PM
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You could add it to the customer template.  Then when you create customers and select the template, it will default in automatically.

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northeastman responded on 13 Jun 2018 4:44 PM
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Hi Mary,

That sounds useful. Is the Customer Template a report in BC? I am adding Customers to BC from Dynamics 365 CRM via the integration. As Organisations are given the Customers relationship in CRM then they are created in BC.

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Mary Carrero responded on 14 Jun 2018 8:10 AM
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If you search for customer templates in BC you should find it - create what you need, then also in the BC, if you go to the integration table mappings, locate the customer line and you can add the template in the "table config template code" column to be used for new customers being created.

I haven't done this yet, but found it in some research I am doing for learning integrations.

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northeastman responded on 14 Jun 2018 11:08 AM
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That's fantastic. Thank you, Mary.

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Mary Carrero responded on 14 Jun 2018 8:10 AM
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If you search for customer templates in BC you should find it - create what you need, then also in the BC, if you go to the integration table mappings, locate the customer line and you can add the template in the "table config template code" column to be used for new customers being created.

I haven't done this yet, but found it in some research I am doing for learning integrations.

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northeastman responded on 14 Jun 2018 11:08 AM
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That's fantastic. Thank you, Mary.

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Mary Carrero responded on 13 Jun 2018 1:48 PM
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You could add it to the customer template.  Then when you create customers and select the template, it will default in automatically.

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