Friday, October 28, 2016

Microsoft Dynamics NAV 2017 - Master Templates.

Hi All,

As we are discussing New Features in Microsoft Dynamics NAV 2017. Today we will discuss a new feature i.e Master Templates.

For Already Published Articles about NAV 2017, Click Here.

We end our last article with a question about where are my Default values which we used to set up in Item Categories till 2016, like - Def.Costing Method,Def. Inventory Posting Group, Def. Gen. Prod. Posting Group.

Now these fields have moved to Templates. As NAV customer, you can use templates while creating -

  • Customers.
  • Vendors.
  • Items.
** It's not mandatory If you don't select a template you can still create Above listed three masters.

Microsoft has shipped some Template with NAV 2017 Demo Database. As a Dynamics NAV Customers and Partners, we can create new templates.

What is there for Partners and Customers? -

As a partner / customer we can see all master templates by navigating to menu - Departments/Administration/Application Setup/General/Set Up Customer/Vendor/Item Templates

If we would like to add some default values in the template we can do that from -
Departments/Administration/Application Setup/General/Setup Master Templates

Remember - 

** Anything that we add in the template can only be the default value, for user selection who have permission to modify template we need to modify the page.

** Remember while assigning the default value to a field, the max. length is not the Max Length of the field in a table it's actually 10 and plus there is no validation of the length when you fill in.

Hope Someone from Microsoft Reads this and we can that fixed in Future Cumulative Update.

Benefits & Future Options -

  1. As a NAV Partner, we can extend this features with new tables. The design by Microsoft is extendable. (not sure events exists or not).
  2. We can set up fields to check field relations or not.
  3. We can also setup References for the fields in the template.
  4. We can add Fields or Other templates in the Templates.
  5. We can also add Default Dimensions to the Templates.
What do you think?  Need more info, let me know.

Stay Tuned for more.

Saurav Dhyani
+Saurav Dhyani - Microsoft Dynamics Navision

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