Create a field template and assign it to templates

Creation of templates in Global Master Data Sync
Video 9/9
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
An advanced video is for the experts, and it requires detailed knowledge about the specific area of Business Central. Advanced Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Global Master Data Sync" which is available at Microsoft AppSource. Click to visit AppSource. Global Master Data Sync

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Dennis Schumacher, Sr. Business Central Cons.

Sometimes a master company would only like to synchronize data which have been used in the database.

It could be for instance, be that we only like to synchronize payment terms, which actually have been used on a vendor, for instance.

So in this case, we will like to create a data template, which is a field template means that all the records which are in that sort of table will only be synchronized when it have been used on a vendor for instance.

We will create the data template, type in the code as you define your own.

Set the type of the data template to be a field template, and add the sequence number.

We will only insert some few of the fields from this table like this, and we’ll then set it for released.

And just go back and find the vendor template, set the vendor template to be under development, and we will find the field for payment terms on the template.

As you can see, there is a reference for payment terms table and in the field for field data template code, we will then insert the template for payment terms.

We will set this template for released. The system will now run through all vendors to see what sort of payment terms have been used on the vendors.

We’ll go back to the payment terms, and then, we would like to see the record data only include the parameters which have been used on all the vendors.

And if we look for the payment terms, you will then see that it had only those 3, but we have several further payment terms in the system.

So we’re going to synchronize those which have been used on the vendors.