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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer Templates cha...
Small and medium business | Business Central, N...
Suggested Answer

Customer Templates changed

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Posted on by Community Member

I have a client that uses Dynamics 365 business Central and when they go to create a new customer, it pulls up their pre-made customer templates but instead of clicking on Description like they used to, they have to click on the template number.  

When the card comes up, it shows OTHER10000 for the Customer No.  instead of the names they have in the template.

Has anyone run into this?

Thank you

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
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  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    What is the number series in the template? The value mentioned isn’t the code of the template? Your description read like that:

    1DA193CF_2D00_82E9_2D00_4806_2D00_8747_2D00_56D3669E1A73.jpeg

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,593 Super User 2025 Season 2 on at

    Hi, this is Select a template for a new customer page, you can click Code directly, or click OK below to select a template. I don't think this is a problem.

    pastedimage1636677424712v4.png

    If you have any questions about the automatically obtained Customer No., first you need to check the Customer Nos. set in Sales & Receivables Setup.

    pastedimage1636677532730v5.png

    The go to check the No. Series on the customer template you selected.

    pastedimage1636677306476v1.png

    pastedimage1636677322333v2.png

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    DynamiQs Profile Picture
    DynamiQs on at

    Hi,

    Some of our clients are recently reporting some variations in their customer templates. To adjust enter customer templates. You will probably see that the original customer templates have been redefined. Enter the edit and delete buttons to readjust your default templates (description, name, posting groups) and you should be good.

    Let me know if this helps

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello,

    In V19 the Template functionality changed from the old Customer Templates to Configuration Templates.

    pastedimage1637269483948v1.png   pastedimage1637269506902v2.png

    The No. Series is based on the No. Series setup you did.

    Thanks,

    Steve

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