Small and medium business | Business Central, N...

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

(0) Share

Report

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.

I have the same question (0)

All responses (11)

Answers (0)

Suggested answer

Nitin Verma 21,666 Moderator on at

Like (0)

Report

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

Its Great.

Was this reply helpful? Yes No
Maria Eriksson 93 on at

Like (0)

Report

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

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.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 92,073 Super User 2025 Season 2 on at

Like (0)

Report

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

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

Was this reply helpful? Yes No
Suggested answer

Inge M. Bruvik 1,035 Moderator on at

Like (0)

Report

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

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.

Was this reply helpful? Yes No
Maria Eriksson 93 on at

Like (0)

Report

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

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.

Was this reply helpful? Yes No
Suggested answer

Marco Mels on at

Like (0)

Report

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

Hello,

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

Hope it helps.

Was this reply helpful? Yes No
Maria Eriksson 93 on at

Like (0)

Report

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

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"?

Was this reply helpful? Yes No
Suggested answer

Ben Baxter 6,360 Super User 2025 Season 2 on at

Like (0)

Report

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

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.

Was this reply helpful? Yes No
Suggested answer

Amit Baru 3,035 on at

Like (0)

Report

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

Hi,

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

Regards

Amit Sharma

www.erpconsultors.com

Was this reply helpful? Yes No
Maria Eriksson 93 on at

Like (0)

Report

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

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

Like this (from another environment)

Was this reply helpful? Yes No