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Number series on data template in configuration package being ignored

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Posted on by Silke

Hi,

I'm trying to figure out how I can import customers with either number series A or B.

I've set up number series A and B and related them.

I've selected the most used number series (A) in the sales & receivables setup.

I've made two customer templates, one with number series A, one with number series B.

When I create a customer manually, I choose a customer template and the expected number series (set on the template) is used.

But when I import a customer with a configuration package, where I set the "Data Template" to be used, it's always the number series set in the sales & receivables setup that is used; ignoring the number series set on the customer template (other fields on the template, like posting groups, work fine).

Am I overlooking something, or is this a bug?

Kind regards

Silke

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Andy Sather Microsoft Employee on at

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Hello Silke - I tested on my 16.1 Saas tenant and I am unable to replicate what you are seeing. Do you know if the Customer page has an extension installed? if So can this be uninstalled and retest? We might need to troubleshoot this via a support case.

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Silke 5 on at

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Hi Andy,

Thanks for your reply.

16.1 Saas tenant as well here, and no extension installed.

I've now created a new Cronus company in the customers tenant and retested the whole thing.

Created a second number series "KLT1" for customers:

Related "KLT1" to "KLT":

First number series is set in sales & receivables setup:

Made a customer template with first number series "KLT":

Made a customer template with second number series "KLT1":

Manually made a customer with customer template "Test KLT", with first number series "KLT" --> expected number series "KLT" is used:

Manually made a customer with customer template "Test KLT1", with second number series "KLT1" --> expected number series "KLT1" is used:

Made a configuration package "KLT" with table 18 "Customer", with fields "No." and "Name", existing records filtered out, and data template "CUST000001" ("Test KLT") with first number series "KLT":

Exported to Excel, left "No." empty and filled in "Name" as "Test KLT RapidStart":

Imported in BC, validated and applied --> expected number series "KLT" is used:

Made a configuration package "KLT1" with table 18 "Customer", with fields "No." and "Name", existing records filtered out, and data template "CUST000002" ("Test KLT1") with second number series "KLT1":

Exported to Excel, left "No." empty and filled in "Name" as "Test KLT1 RapidStart":

Imported in BC, validated and applied --> (unexpected) number series "KLT" is used:

Kind regards

Silke

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Andy Sather Microsoft Employee on at

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Hello Silke - Thank you for the excellent detail. I am able to repro now. Would you be able to create a support ticket and ask for me? We will need a support ticket to track the bug.

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Silke 5 on at

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Hi Andy,

Will do, thanks in advance!

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Hans-Ole 15 on at

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Hi,

I'm having the exact same problem on importing Items.

My Customer has 10-thousands of Items and has prepared 25 Templates for creating new Items in a structured way. Some of the Templates also has different No.Series.

It is a lot of work to structure this manually.

SO - I wondered if you have found a solution to this problem?

Thanks in advance for any answer.

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