Customer or Vendor templates-how to force the pop up for the user to choose from

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Posted on by Marmeduke8

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Hello Folks

Any input on my question below would be appreciated please.

I have defined multiple templates for both the Customer and Vendor masterfile. However, when the user creates a new record, they are not being presented with the list of possible templates. The only way that they can see the list of templates is if they use Actions / Functions / Apply template.

It is preferable that the list of templates is presented to them (it worked like that in a previous version). I'm wondering if I am missing a setup option somewhere which controls that if multiple templates are in place then they should be presented with the list as an automatic setting.

Thank you

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Dynamics 365 Business Central

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Marmeduke8 240 on at

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RE: Customer or Vendor templates-how to force the pop up for the user to choose from

Hello MahGah

Thank you for your reply.

I am tyring to prevent the user from having to replace the number suggested by the system so that they don't receive the system message about it needing to renumber and so I only have "manual' ticked in the number series.

We are using manual numbers in Customers, Vendors and Items.

I will take the advice from all of you who have kindly repsonded and I will pass this information onto our developer.

Thank you again for your time.
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MahGah 15,428 on at

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RE: Customer or Vendor templates-how to force the pop up for the user to choose from

Hi

Mr Yun provided developer answer. Can you try to select bot Automated and manual in No Series. Then train your user to change the number?

Does your client uses a few different No series or customer No selected case by case? If they use a few No series you can ask developer to add No series into Customer Template and this way template will dictate No series.
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YUN ZHU 74,115 Super User 2024 Season 2 on at

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RE: Customer or Vendor templates-how to force the pop up for the user to choose from

Hi, I tested it briefly and it's difficult.

Whether to open this window is determined by NewMode (Boolean).

NewMode is True only when Customer No. Series is set to Defualt. I don't see any events that affect NewMode before entering the CreateCustomerFromTemplate() function.

Only after entering the CreateCustomerFromTemplate() function, you can choose the event that does not pop up the window. But that's the opposite of what you'd hope. So I don't think it's easy to do. Hope other developers can give you new suggestions.

Thanks.

ZHU
Marmeduke8 240 on at

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RE: Customer or Vendor templates-how to force the pop up for the user to choose from

Greetings to you both

I thank you both for your replies. In my number series, I do not have the auto numbering ticked as our client manually creates the numbers. I have seen that if I switch that on then I am presented with the template list and then the system allocates the next number. I then have to overtype it and accept the message about the system wanting to rename the customer or vendor.

Could you confirm for me if it would be possible for a developer to have the template list pop up even if I don't switch on the automatic numbering in number series? That would be my preferance.

Thank you for your time.
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YUN ZHU 74,115 Super User 2024 Season 2 on at

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RE: Customer or Vendor templates-how to force the pop up for the user to choose from

Hi, I checked the source code of this part. Although this seems a bit complicated, as MahGah said, please confirm if the Default No. Series is defined for the customer, if not, the Select a template for a new customer window will not pop up.

Test Video:

[View:/cfs-file/__key/communityserver-discussions-components-files/758/Test0411.mp4:1009:757]

Hope this will help.

Thanks.

ZHU
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MahGah 15,428 on at

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RE: Customer or Vendor templates-how to force the pop up for the user to choose from

Hi

I just tested in BC 19.5 and it worked as expected (see below). A few area to check

1) In No Series Make sure Customer / Vendor have defaulted No selected

2) in Sales & Receivable and Purchase & Payable make sure those Number selected for Customer and Vendor.

3) Do you have any extension?