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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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Nitin Verma 21,081 Super User 2024 Season 1 on at

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

Its Great.
Maria Eriksson 93 on at

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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.
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YUN ZHU 75,802 Super User 2024 Season 2 on at

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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
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Inge M. Bruvik 993 Super User 2024 Season 1 on at

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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.
Maria Eriksson 93 on at

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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.
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Marco Mels on at

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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.
Maria Eriksson 93 on at

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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"?
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Ben Baxter 5,027 Super User 2024 Season 2 on at

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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.
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Amit Baru 3,025 on at

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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
Maria Eriksson 93 on at

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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)