Hi,
Here's how BC handles record templates internally
1. There are separate template tables per entity
BC doesn’t have one generic “all templates” table. For things like customers, vendors, items, and employees, it has specific template tables such as Customer Template, Vendor Template, and Item Template. These templates hold default values that will be filled into a new record when you use New → Select Template. The user selects a template and BC populates the fields from that corresponding template table.
2. The system does not store which template was used on the created record
Once a new customer/vendor/item/etc record is created from a template, BC does not persist a link back to “Template Code XYZ was used” on the actual master record. There is no built‑in field on the customer card or item card that shows “Created from Customer Template ABC.” The template values just get copied into the new record at creation time.
3. If you need to track template usage, you must add a custom field
Because BC doesn’t track the template used, the only way to capture that for audit or reporting is to add a custom field to the master table (e.g., Customer or Item) and populate it when the record is created from a template. You can handle this with an AL event subscriber to hook into the template creation process and write the template code into your custom field. This gives you an audit trail of which template was applied.
Practical takeaway:
- Yes, there are entity‑specific template tables (customer, vendor, item, etc.).
- BC doesn’t natively store “template used” on the created record.
- To track it, you need a custom field + event to write it during creation.
Helpful References
Register a new vendor - Business Central | Microsoft Learn
Extending Customer, Vendor, and Item Templates - Business Central | Microsoft Learn
If you find this helpful, feel free to mark this as the suggested or verified answer.
Cheers
Jeffrey
