Additional Templates (for tables other than Customer/Vendor/Item)

To minimize manual data entry, I’d like to use one of the following:

  • Have code fields from the Customer Card populate on the Ship-to Cards by default.
  • Set up Master Templates for the Ship-to Cards (eg, Domestic and International).

Are either of these options available in NAV 2018? How about BC?

Thank you!

In NAV 2018 it is not as easy out of the box to do what you are requesting, but can be done with development.

With Business Central there is a templates feature, you can read more about that here:

Use new templates with same flexibility as configuration templates - Dynamics 365 Release Plan | Microsoft Learn

Thank you, Gino.

We want to avoid new development until we move to BC. The article again mentions only Customer, Vendor, Item, and Employee templates. I’ll add this to requested development for BC.