When you download the standard package from Abakion, you get a set of master templates that you can apply to your system. This guide walks through how to apply the templates that are relevant for customers in Business Central.
You apply the customer templates from the Global Master Template Packages page under Setup. The fastest way to find them is to filter on “customers”, which shows you every template relevant for customers.
You only need to apply the normal templates. The other templates follow the normal template automatically, so you do not have to apply them individually.
After you apply the templates, they are pending approval in the system before they take effect.
Finding the customer templates in Global Master Template Packages
Start by downloading the standard package from Abakion. Once it is in place, go to Setup and open Global Master Template Packages.
To apply all the templates relevant for customers, the easiest approach is to set up a filter. Type in “customers” and you will see all templates that apply to customers.
Applying only the normal templates
You apply the templates one at a time, but you only need to apply the normal templates. All the other templates follow the normal template, so there is no need to apply each one separately. This keeps the process simple and avoids duplicate work.
Applying the selected packages and approval
When you have applied the templates, choose Apply Selected Packages. The templates are then applied into the system.
Once the process finishes, all packages are applied and set to pending approval. From there they are ready to move on through the approval step.
Q&A
Where do I find the customer templates after downloading the Abakion standard package?
Go to Setup and open Global Master Template Packages. To find the customer templates, set up a filter and type in “customers”. This shows all templates relevant for customers.
Do I need to apply every template for customers individually?
No. You only need to apply the normal templates. All other templates follow the normal template automatically.
What happens after I apply the selected packages?
The templates are applied into the system and set to pending approval. They are then ready to move on through the approval step.