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Hi,
When on a contact card and if I want to create a sales quote for a contact that isn't a customer I get asked the following question.
"Do you want to select the customer template?"
Can this be defaulted so that this questions isn't asked?
Thanks for any help in advance.
Neil.
Hello,
I believe this is not possible. In Sales Header table, this is defined:
SelectCustomerTemplateQst: Label 'Do you want to select the customer template?';
SelectSalesHeaderNewCustomerTemplate()
#if not CLEAN18
[Obsolete('Will be removed with other functionality related to "old" templates. Replaced by SelectSalesHeaderNewCustomerTemplate()', '18.0')]
procedure SelectSalesHeaderCustomerTemplate(): Code[10]
var
Contact: Record Contact;
ConfirmManagement: Codeunit "Confirm Management";
begin
Contact.Get("Sell-to Contact No.");
if (Contact.Type = Contact.Type::Person) and (Contact."Company No." <> '') then
Contact.Get(Contact."Company No.");
if not Contact.ContactToCustBusinessRelationExist then
if ConfirmManagement.GetResponse(SelectCustomerTemplateQst, false) then begin
Commit();
exit(CopyStr(Contact.LookupCustomerTemplate(), 1, 10));
end;
end;
procedure SelectSalesHeaderNewCustomerTemplate(): Code[20]
var
Contact: Record Contact;
ConfirmManagement: Codeunit "Confirm Management";
begin
Contact.Get("Sell-to Contact No.");
if (Contact.Type = Contact.Type::Person) and (Contact."Company No." <> '') then
Contact.Get(Contact."Company No.");
if not Contact.ContactToCustBusinessRelationExist then
if ConfirmManagement.GetResponse(SelectCustomerTemplateQst, false) then begin
Commit();
exit(Contact.LookupNewCustomerTemplate());
end;
end;
You may want to raise it as a feature suggestion. Looks like a good suggestion. To be raised via https://aka.ms/bcideas .
Thanks.
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