Table "Customer Templ."
Stores customer template definitions with predefined field values for creating new customers.
Properties
| Name | Value |
|---|---|
| Caption | Customer Template |
| LookupPageID | Page Microsoft.Sales.Customer."Customer Templ. List" |
| DrillDownPageID | Page Microsoft.Sales.Customer."Customer Templ. List" |
| DataClassification | CustomerContent |
Fields
| Name | Type | Description |
|---|---|---|
| Code | Code[20] | Specifies the unique identifier code for this customer template. |
| Description | Text[100] | Specifies a description to help identify the purpose of this customer template. |
| Address | Text[100] | Specifies the default address for customers created from this template. |
| "Address 2" | Text[50] | Specifies additional default address information for customers created from this template. |
| City | Text[30] | Specifies the default city for customers created from this template. |
| "Phone No." | Text[30] | Specifies the default phone number for customers created from this template. |
| "Telex No." | Text[20] | Specifies the default telex number for customers created from this template. |
| "Document Sending Profile" | Code[20] | Specifies the default document sending profile for customers created from this template. |
| "Our Account No." | Text[20] | Specifies your account number at the customer's organization. |
| "Territory Code" | Code[10] | Specifies the default territory code for customers created from this template. |
| "Global Dimension 1 Code" | Code[20] | Specifies the default global dimension 1 value for customers created from this template. |
| "Global Dimension 2 Code" | Code[20] | Specifies the default global dimension 2 value for customers created from this template. |
| "Chain Name" | Code[10] | Specifies the default chain or franchise name for customers created from this template. |
| "Budgeted Amount" | Decimal | Specifies the default budgeted amount for customers created from this template. |
| "Credit Limit (LCY)" | Decimal | Specifies the default credit limit in local currency for customers created from this template. |
| "Customer Posting Group" | Code[20] | Specifies the default customer posting group for customers created from this template. |
| "Currency Code" | Code[10] | Specifies the default currency for customers created from this template. |
| "Customer Price Group" | Code[10] | Specifies the default customer price group for customers created from this template. |
| "Language Code" | Code[10] | Specifies the default language code for customers created from this template. |
| "Statistics Group" | Integer | Specifies the default statistics group for customers created from this template. |
| "Payment Terms Code" | Code[10] | Specifies the default payment terms for customers created from this template. |
| "Fin. Charge Terms Code" | Code[10] | Specifies the default finance charge terms for customers created from this template. |
| "Salesperson Code" | Code[20] | Specifies the default salesperson for customers created from this template. |
| "Shipment Method Code" | Code[10] | Specifies the default shipment method for customers created from this template. |
| "Shipping Agent Code" | Code[10] | Specifies the default shipping agent for customers created from this template. |
| "Place of Export" | Code[20] | Specifies the default place of export for customers created from this template. |
| "Invoice Disc. Code" | Code[20] | Specifies the default invoice discount code for customers created from this template. |
| "Customer Disc. Group" | Code[20] | Specifies the default customer discount group for customers created from this template. |
| "Country/Region Code" | Code[10] | Specifies the default country or region for customers created from this template. |
| "Collection Method" | Code[20] | Specifies the default collection method for customers created from this template. |
| Amount | Decimal | Specifies a default amount for customers created from this template. |
| Blocked | Enum Microsoft.Sales.Customer."Customer Blocked" | Specifies the default blocked status for customers created from this template. |
| "Print Statements" | Boolean | Indicates whether to include customers created from this template in printed statements. |
| "Bill-to Customer No." | Code[20] | Specifies the default bill-to customer for customers created from this template. |
| "Payment Method Code" | Code[10] | Specifies the default payment method for customers created from this template. |
| "Format Region" | Text[80] | Specifies the default regional format for customers created from this template. |
| "Application Method" | Enum Microsoft.Finance.ReceivablesPayables."Application Method" | Specifies the default application method for customers created from this template. |
| "Prices Including VAT" | Boolean | Indicates whether prices include VAT for customers created from this template. |
| "Location Code" | Code[10] | Specifies the default inventory location for customers created from this template. |
| "Fax No." | Text[30] | Specifies the default fax number for customers created from this template. |
| "Telex Answer Back" | Text[20] | Specifies the default telex answer back code for customers created from this template. |
| "VAT Registration No." | Text[20] | Specifies the default VAT registration number for customers created from this template. |
| "Combine Shipments" | Boolean | Indicates whether to combine shipments by default for customers created from this template. |
| "Gen. Bus. Posting Group" | Code[20] | Specifies the default general business posting group for customers created from this template. |
| GLN | Code[13] | Specifies the default Global Location Number for customers created from this template. |
| "Post Code" | Code[20] | Specifies the default postal code for customers created from this template. |
| County | Text[30] | Specifies the default state, province, or county for customers created from this template. |
| "EORI Number" | Text[40] | Specifies the default EORI number for customs purposes for customers created from this template. |
| "Use GLN in Electronic Document" | Boolean | Indicates whether to use the GLN in electronic documents for customers created from this template. |
| "E-Mail" | Text[80] | Specifies the default email address for customers created from this template. |
| "Home Page" | Text[255] | Specifies the default website URL for customers created from this template. |
| "Reminder Terms Code" | Code[10] | Specifies the default reminder terms for customers created from this template. |
| "No. Series" | Code[20] | Specifies the number series used for assigning customer numbers when using this template. |
| "Tax Area Code" | Code[20] | Specifies the default tax area for customers created from this template. |
| "Tax Liable" | Boolean | Indicates whether customers created from this template are liable for sales tax. |
| "VAT Bus. Posting Group" | Code[20] | Specifies the default VAT business posting group for customers created from this template. |
| Reserve | Enum Microsoft.Inventory.Tracking."Reserve Method" | Specifies the default reservation method for customers created from this template. |
| "Block Payment Tolerance" | Boolean | Indicates whether payment tolerance is blocked for customers created from this template. |
| "IC Partner Code" | Code[20] | Specifies the default intercompany partner for customers created from this template. |
| "Prepayment %" | Decimal | Specifies the default prepayment percentage for customers created from this template. |
| "Partner Type" | Enum Microsoft.Foundation.Enums."Partner Type" | Specifies the default partner type for direct debit collections for customers created from this template. |
| "Intrastat Partner Type" | Enum Microsoft.Foundation.Enums."Partner Type" | Specifies the default partner type for Intrastat reporting for customers created from this template. |
| "Privacy Blocked" | Boolean | Indicates whether data access is blocked for privacy reasons for customers created from this template. |
| "Disable Search by Name" | Boolean | Indicates whether search by name is disabled for customers created from this template. |
| "Allow Multiple Posting Groups" | Boolean | Indicates whether multiple posting groups are allowed for customers created from this template. |
| "Cash Flow Payment Terms Code" | Code[10] | Specifies the default cash flow payment terms for customers created from this template. |
| "Contact Type" | Enum Microsoft.CRM.Contact."Contact Type" | Specifies the default contact type for customers created from this template. |
| "Mobile Phone No." | Text[30] | Specifies the default mobile phone number for customers created from this template. |
| "Responsibility Center" | Code[10] | Specifies the default responsibility center for customers created from this template. |
| "Shipping Advice" | Enum Microsoft.Foundation.Shipping."Sales Header Shipping Advice" | Specifies the default shipping advice for customers created from this template. |
| "Shipping Time" | DateFormula | Specifies the default shipping time for customers created from this template. |
| "Shipping Agent Service Code" | Code[10] | Specifies the default shipping agent service for customers created from this template. |
| "Price Calculation Method" | Enum Microsoft.Pricing.Calculation."Price Calculation Method" | Specifies the default price calculation method for customers created from this template. |
| "Allow Line Disc." | Boolean | Indicates whether line discounts are allowed for customers created from this template. |
| "Base Calendar Code" | Code[10] | Specifies the default base calendar for customers created from this template. |
| "Copy Sell-to Addr. to Qte From" | Enum Microsoft.CRM.Contact."Contact Type" | Specifies the default source for copying sell-to address on quotes for customers created from this template. |
| "Validate EU Vat Reg. No." | Boolean | Indicates whether to validate EU VAT registration numbers for customers created from this template. |
| SystemId | Guid | |
| SystemCreatedAt | DateTime | |
| SystemCreatedBy | Guid | |
| SystemModifiedAt | DateTime | |
| SystemModifiedBy | Guid | |
| SystemCreatedByUserName | Text[50] | |
| SystemCreatedByFullName | Text[80] | |
| SystemModifiedByUserName | Text[50] | |
| SystemModifiedByFullName | Text[80] | |
| SystemRowVersion | BigInteger |
Methods
CopyFromTemplate
Copies all fields and dimensions from another customer template.
procedure CopyFromTemplate(SourceCustomerTempl: Record "Customer Templ.")Parameters
| Name | Type | Description |
|---|---|---|
| SourceCustomerTempl | Table Microsoft.Sales.Customer."Customer Templ." |
The source template to copy from. |
Events
OnAfterCopyFromTemplate
Raises an event after copying field values from a source customer template.
[IntegrationEvent(False,False)]
local procedure OnAfterCopyFromTemplate(SourceCustomerTempl: Record "Customer Templ."; var CustomerTempl: Record "Customer Templ.")Parameters
| Name | Type | Description |
|---|---|---|
| SourceCustomerTempl | Table Microsoft.Sales.Customer."Customer Templ." |
The source customer template record that values were copied from. |
| CustomerTempl | Table Microsoft.Sales.Customer."Customer Templ." |
The destination customer template record that was updated. |
OnCopyTemplateOnBeforeModify
Raises an event before modifying the customer template during the copy operation.
[IntegrationEvent(False,False)]
local procedure OnCopyTemplateOnBeforeModify(SourceCustomerTempl: Record "Customer Templ."; SavedCustomerTempl: Record "Customer Templ."; var CustomerTempl: Record "Customer Templ.")Parameters
| Name | Type | Description |
|---|---|---|
| SourceCustomerTempl | Table Microsoft.Sales.Customer."Customer Templ." |
The source customer template record being copied from. |
| SavedCustomerTempl | Table Microsoft.Sales.Customer."Customer Templ." |
The original customer template record before transfer. |
| CustomerTempl | Table Microsoft.Sales.Customer."Customer Templ." |
The customer template record being modified. |