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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Opportunity - do you w...
Small and medium business | Business Central, N...
Suggested Answer

Opportunity - do you want to select the customer template?

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Posted on by Neil Phelan 161

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.

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels Microsoft Employee on at

    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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