Customer Templates

Currently there are two ways to define customer templates in Business Central, Configuration Templates or Customer Templates. Both template types have been extended to work with Clever Credit as detailed below.

Configuration Templates

The first option is to define Configuration Templates for different types of Customers who uses Clever Credit. For these, the following three fields can be set on the Lines FastTab:

  • Exclude from Credit Hold

  • Exclude from Overdue Hold

  • Credit Hold All Documents

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After you have ‘Enabled’ the new Configuration Template, the record will be available once you create a new Customer.

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By selecting the configuration template, the predefined Clever Credit fields will be set using the default values from the Configuration Template.

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Using Customer Templates

For the second option you need to Enable the Feature Update: Conversion templates for vendors and employees, and refactored templates for customers and items line in the Feature Management page.

Once this feature is enabled, it becomes available for all users on this environment no matter how they access Business Central.

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After the feature enable you can create new Customer Templates for different types of Customers who uses Clever Credit. For these the following three fields can be set on the Clever Credit FastTab:

  • Exclude from Credit Hold

  • Exclude from Overdue Hold

  • Credit Hold All Documents

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The next step is to use this Customer Template, the record will be available once you create a new Customer.

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By selecting the customer template, the predefined Clever Credit fields will be set as default value from the Customer Template.

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