Using Master Templates in Microsoft Dynamics NAV

The other day a client asked me if there was a way to copy Item Cards when setting up new items in Dynamics NAV 2013. I replied that I did not think so, but perhaps there is a better way to make it easier and more accurate when creating new Master Records.

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

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Figure 1 – Sample Master Templates in Microsoft Dynamics NAV 2013

This is the setup for an Item Master Template:

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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:

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

Then select ‘Apply Template’:

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Figure 4 – Next, select Apply Template

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

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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:

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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.

Read more blogs by Bob Bergman for practical advice on using Microsoft Dynamics NAV.