Use templates to create master data

  • 8 minutes

You can use templates to quickly create customer, vendor, item, or employee records. A template contains fields that you want to apply to a specific group of master data. For example, all domestic customers must have the same country/region code, posting groups, payment terms, and so on.

Screenshot of the Customer Template page.

When you create a master data record, you must first select a template that will apply the fields to the new record. You can set up templates for the following tables:

  • Customer

  • Vendor

  • Item

  • Employee

The following procedure demonstrates how to set up a template for domestic customers. You can use the same procedure to create templates for vendors, items, and employees.

To create a customer template for domestic customers, select the search for page icon in the top-right corner of the page, enter customer templates, and then choose the related link.

  1. To create a new document, select the New action.

  2. In the Code field, enter the name of the customer template, for this example, the code is DOMESTIC.

  3. Enter a description. For example, Domestic Customers.

  4. Expand the Address & Contact FastTab.

  5. In the Country/Region Code field, enter the code that applies to your domestic customers. In this example, we'll use US.

  6. In the Language Code field, enter the code that applies to your domestic customers. In this example, we'll use ENU.

  7. Expand the Invoicing FastTab.

  8. In the Gen. Bus. Posting Group field, enter DOMESTIC.

  9. In the Customer Posting Group field, enter DOMESTIC.

  10. Expand the Payments FastTab.

  11. In the Payment Terms Code field, enter 14 DAYS.

You can also assign default dimensions to a template by completing the following steps:

  1. On the Customer Templates Card page, choose Dimensions.

  2. In the Dimension Code field, enter a dimension. For this example, DEPARTMENT.

  3. In the Dimension Value Code field, enter a dimension value. For this example, SALES.

  4. In the Value Posting field, select Same Code if the DEPARTMENT and SALES are mandatory for each customer that you create with this template.

Screenshot of the Customer Template dimensions page.

When your templates are ready, you can start using them when creating new master data records. For example, when you create a new customer, you start with selecting one of the existing templates.

Screenshot showing how to select a customer template.

With the Copy Template function, you can create a new template by copying the fields from another template.

To use the Copy Template function to create a new customer template, select the search for page icon in the top-right corner of the page, enter customer templates, and then choose the related link.

  1. To create a new document, select the New action.

  2. In the Code field, enter the name of the customer template, for this example, the code is LOCAL.

  3. Enter a description. For example, Local Customers.

  4. Select Copy Template.

  5. Select the template you want to copy. For example, DOMESTIC.

  6. Select OK.

The fields from the DOMESTIC template are copied to the new customer template.