Customer Vendor Template

General

Using a template for new Customers and Vendors has several advantages:

• Several fields, like posting groups, used in the sales/receivable process can be filled from a template
• VAT number check in EU Vat/Vies can be activated automaticly
• Block Customer/Vendor directly from template and ensure that user has to set Boltrics status to release, in order to trigger several important functions

Note

For more information how to setup VAT number check: https://learn.microsoft.com/en-gb/dynamics365/business-central/finance-how-validate-vat-registration-number

The vendor template and the VAT number check can be skipped. An empty Vendor or vendor from contact is created then.