This is function is very useful for data entry users, it is similar to AX 2012
for Customer
you can access accounts receivable/customers /all customers
select your customer that you need to make it as a template
Go to options tab and click record info
click user template
assign name and description then click ok
now when you create a new customer, you can find this template as the below
just assign customer account and name and the other data pulled from the template
As The same for vendor
you can access accounts payable/vendors /all vendors
select your vendor and click record info in the options tab
click user template then assign name and description
when you create a new vendor, you can select this template
you can assign account number and name, the other information pulled from the template
Thanks
for Customer
you can access accounts receivable/customers /all customers
select your customer that you need to make it as a template
Go to options tab and click record info
click user template
assign name and description then click ok
now when you create a new customer, you can find this template as the below
just assign customer account and name and the other data pulled from the template
As The same for vendor
you can access accounts payable/vendors /all vendors
select your vendor and click record info in the options tab
click user template then assign name and description
when you create a new vendor, you can select this template
you can assign account number and name, the other information pulled from the template
Thanks
Thanks for providing an information.
ReplyDeleteCould you please let me know where I can find user created template?
I am not able to find user created template in "Record template" form.
Regards
Sanjay Gupta
Thanks for the information.
ReplyDeleteI have custom Form which has the CusTable as datasource. I followed your steps and I'm able to see the list of templates but nothing happens when I press the OK button after selecting the Template. What do you think is happening ?