Dynamics 365 F&O/AX Dynamics 365 CE / CRM Dynamics GP Business Central / NAV UG Dynamics SL Power Platform Fabric UG MS Copilot UG

[Kim Dallefeld]

?I thought that to use an item template, I did the following steps:

1. click the button for new item
2. create my item by getting the next number or entering and item number
3. apply my template, choosing from my list of templates.

However, I’m getting prompted with list of templates as soon as I click the button for new item. Then I get an error and then I can follow the above process.

Is there a setting that I’m missing or do we think there’s a customization that’s causing a problem?

Thanks

——————————
Kim Dallefeld
Kim@Dallefeld.com
Dallefeld Consulting, LLC
Member of Dynamics Consulting Group
Ft. Worth, TX
2019 NAVUG Board of Advisors
Past NAVUG Board Chairman
NAVUG Programming Committee
——————————

[Cynthia Priebe]

in the newer versions, if you have an item template defined and it is Enabled in the Set Up Customer/Vendor/Item Templates page, a list of enabled templates will open when you click to create a new item.

I am not certain why you would be getting an error.?

——————————
Cynthia Priebe MCP, DCP
Senior Analyst and Project Manager
Liberty Grove Software
——————————
——————————————-

[Kim Dallefeld]

I found that our Item No. Series did not have a starting number. This was causing the problem.

thanks for the help.

——————————
Kim Dallefeld
Kim@Dallefeld.com
Dallefeld Consulting, LLC
Member of Dynamics Consulting Group
Ft. Worth, TX
2019 NAVUG Board of Advisors
Past NAVUG Board Chairman
NAVUG Programming Committee
——————————
——————————————-