Friday, December 15, 2017

Dynamics NAV - Configuration Templates

These can be used to set default values for Items, Customers, Vendors, Etc.

Item Category now has an Item Template Code field

Item Categories can also have their own attributes using the Item Categories page from Financials

  • Create Config Template that matches your item categories
  • Set all default values that should be populated on the Config Template
  • Assign Config Template to Item Category
  • When Item Category is used, all default values will be applied
  • Item Categories can have parent categories
    • Parent categories are existing categories in the item category table
    • Child categories inherit all attributes from parent categories
    • This allows for a complex hierarchy structure to be setup for Parent categories and regular categories

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