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Using Master Templates in Microsoft Dynamics NAV

ArcherPoint How-To Blog: Step-by-step instructions on how to perform specific tasks in Microsoft Dynamics NAVIn Dynamics NAV, you can create Master Templates that can be ‘applied’ when creating new Master Records.

These Master Records can be Items, Customers, Vendors, and so on.

In our sample database, there are already Master Templates set up.

Sample Master Templates in Microsoft Dynamics NAV 2013

Figure 1 – Sample Master Templates in Microsoft Dynamics NAV 2013

This is the setup for an Item Master Template:

Setup for an Item Master Template

Figure 2 – Setup for an Item Master Template

You can see that when a user is setting up new Items, for instance, the user only needs to select the type of Item they want to create.

First, you enter the new Item Number:

When using Item Master Templates, begin by entering a new Item Number

Figure 3 – When using Item Master Templates, begin by entering a new Item Number

Then select ‘Apply Template’:

Next, select Apply Template

Figure 4 – Next, select Apply Template

Then, from the list, select the type of Item you wish to create:

Select the type of Item you wish to create from the list

Figure 5 – Select the type of Item you wish to create from the list

The system then populates the Item Card with the information that was set up in the Master Template:

Microsoft Dynamics NAV populates the Item Card with the information that was set up in the Master Template

Figure 6 – Microsoft Dynamics NAV populates the Item Card with the information that was set up in the Master Template

Then, all that is left to do is to populate the fields with the data that is unique to the item, such as Description, Vendor Item Number, etc.

For more information on this or any other Dynamics NAV costing topic, please contact ArcherPoint.

For more step-by-step instructions on how to perform specific tasks in Microsoft Dynamics NAV, see our collection of How-To blogs.

Comments

Comment: 

Actually there is a "copy item" function in the German version of at least NAV 2013 (have not looked at other versions). One can wonder why it is part of a German nationalization and not part of standard NAV W1... I've "ported" it to the danish version for a customer who needed it :-). Regards Gert Lynge

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