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Item, customer and vendor templates is missing when creating new post

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Posted on by Maria Eriksson

When I click on NEW on item, customer or vendor the templates doesn't pop up. It just creates a new card directly. Is there a setting that allows the templates to pop up? I have 7 configurations templates for items that is enabled and was created from start. This templates doesn't show. I konw there is a new feature with templates so I have added Item templates as well to see if that works but they don't show up either.

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Amit Baru 3,037 on at

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Hi,

Can you explain with screen shot for more clarity.

Regards

Amit Sharma

www.erpconsultors

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Maria Eriksson 93 on at

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I want the choices for templates to pop up when clicking on new. On items, cusomters and vendors.

Like this (from another environment)

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Amit Baru 3,037 on at

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Hi,

There is Item Template, Customer Template & Vendor Template master. Pls check these setups.

Regards

Amit Sharma

www.erpconsultors.com

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Ben Baxter 6,616 Super User 2025 Season 2 on at

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If you only have one (1) template for the record, it will apply it automatically. The Pop-Up only appears when you have two (2) or more templates for a given record type.

You also need to be sure you are using the "Item Template" or "Customer Template". The Configuration Data Templates are different and used with Configuration Packages.

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Maria Eriksson 93 on at

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I have four item templates but they don't show up when creating new items.

Where can I see where I'm using "Item template"?

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Marco Mels on at

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Hello,

In the No. Series you need to enable the automatic numbering for Items. Otherwise, no template will show up.

Hope it helps.

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Maria Eriksson 93 on at

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Hi,

Yes, all four templates have no.series. See attached images.

I tried to delete the templates and create new on Items but it doesn´t work. I have managed to make it work on customers and vendors but on Items the templates doesn't pop up.

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Inge M. Bruvik 1,111 Moderator on at

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Have you check if you have any customization installed in your system that might interfere with the standard behavior of the templates?

If not i would ask my partner to open a support case with Microsoft around this issue.

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YUN ZHU 95,597 Super User 2025 Season 2 on at

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Hi, I checked the standard code for the customer template and it doesn't look like there are any settings. As long as the number of templates is greater than 1, it will be displayed. Please try it in a standard environment.

Hope this helps.
Thanks.

ZHU

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Maria Eriksson 93 on at

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Hi,

I finally found out what the problem was. The checkbox for default nos. was not activated on the no.series for items.

Thanks everyone for all the help.

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