---
id: object/codeunit/1381
type: object
title: Codeunit 1381 "Customer Templ. Mgt."
summary: Codeunit 1381 "Customer Templ. Mgt." in Base Application (Microsoft.Sales.Customer). 19 public procedures, 22 events, 7 event subscribers. Present since at least BC23, still in BC30, changed in BC24-25, BC28.
tier: official
language: en
tags:
  - codeunit
  - base application
versions:
  introduced: null
  last_changed: "28"
  deprecated: null
review:
  state: derived
  by: null
  at: null
  flags: []
generated:
  at: "2026-10-11T00:31:51.816Z"
  pipeline: 0.2.0
  prompts: {}
  input_hash: c249be1e63089f979249ddf7b0d7b379debd676a026c7f7fd6c6dd07b82d7414
evidence:
  - kind: code
    url: https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Sales/Customer/CustomerTemplMgt.Codeunit.al
    title: src/Layers/W1/BaseApp/Sales/Customer/CustomerTemplMgt.Codeunit.al (releases/29.x)
    date: null
    commit: ea08af5ef2d6a9b5c5af4a029288abbe2c883220
    t: null
    quote: null
links:
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object_type: codeunit
object_id: 1381
name: Customer Templ. Mgt.
namespace: Microsoft.Sales.Customer
app: Base Application
extends: null
first_version: "23"
last_version: "30"
present_in:
  - "23"
  - "24"
  - "25"
  - "26"
  - "27"
  - "28"
  - "29"
  - "30"
changed_in:
  - "24"
  - "25"
  - "28"
source_major: "29"
obsolete: null
countries: []
ms_search_form_ids: []
counts:
  fields: 0
  procedures: 59
  events: 22
  subscribers: 7
relations:
  out: 0
  referenced_by: 0
  pages: 0
  extended_by: 0
  event_subscribers: 6
  calls: 4
  called_by: 7
  implements: 0
---

# Codeunit 1381 "Customer Templ. Mgt."

> Codeunit 1381 "Customer Templ. Mgt." in Base Application (Microsoft.Sales.Customer). 19 public procedures, 22 events, 7 event subscribers. Present since at least BC23, still in BC30, changed in BC24-25, BC28.

Base Application · Microsoft.Sales.Customer · BC23-30 · [source at ea08af5e](https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Sales/Customer/CustomerTemplMgt.Codeunit.al) · facts from BC29

## Events published

- `OnAfterIsEnabled(var Result: Boolean)` (integration): Raised after checking if the customer template feature is enabled.
- `OnAfterApplyCustomerTemplate(var Customer: Record Customer; CustomerTempl: Record "Customer Templ.")` (integration): Raised after applying a customer template to a customer record.
- `OnApplyTemplateOnBeforeCustomerModify(var Customer: Record Customer; CustomerTempl: Record "Customer Templ."; UpdateExistingValues: Boolean)` (integration): Raised before modifying the customer record when applying a template.
- `OnBeforeApplyTemplate(var Customer: Record Customer; CustomerTempl: Record "Customer Templ."; var IsHandled: Boolean; UpdateExistingValues: Boolean)` (integration): Raised before applying a template to a customer record.
- `OnBeforeSelectCustomerTemplateFromContact(var CustomerTempl: Record "Customer Templ."; Contact: Record Contact)` (integration): Raised before selecting a customer template filtered by contact type.
- `OnInsertCustomerFromTemplate(var Customer: Record Customer; var Result: Boolean; var IsHandled: Boolean)` (integration): Raised when inserting a customer from a template.
  - subscribers: [Codeunit 1381 "Customer Templ. Mgt."](../codeunit/1381.md) OnInsertCustomerFromTemplateHandler
- `OnTemplatesAreNotEmpty(var Result: Boolean; var IsHandled: Boolean)` (integration): Raised when checking if customer templates exist.
  - subscribers: [Codeunit 1381 "Customer Templ. Mgt."](../codeunit/1381.md) OnTemplatesAreNotEmptyHandler
- `OnUpdateCustomerFromTemplate(var Customer: Record Customer; var IsHandled: Boolean)` (integration): Raised when updating a customer from a template.
  - subscribers: [Codeunit 1381 "Customer Templ. Mgt."](../codeunit/1381.md) OnUpdateCustomerFromTemplateHandler
- `OnUpdateCustomersFromTemplate(var Customer: Record Customer; var IsHandled: Boolean)` (integration): Raised when updating multiple customers from a template.
  - subscribers: [Codeunit 1381 "Customer Templ. Mgt."](../codeunit/1381.md) OnUpdateCustomersFromTemplateHandler
- `OnSaveAsTemplate(Customer: Record Customer; var IsHandled: Boolean)` (integration): Raised when saving a customer as a template.
  - subscribers: [Codeunit 1381 "Customer Templ. Mgt."](../codeunit/1381.md) OnSaveAsTemplateHandler
- `OnShowTemplates(var IsHandled: Boolean)` (integration): Raised when showing the customer templates list.
  - subscribers: [Codeunit 1381 "Customer Templ. Mgt."](../codeunit/1381.md) OnShowTemplatesHandler
- `OnAfterCreateCustomerFromTemplate(var Customer: Record Customer; CustomerTempl: Record "Customer Templ.")` (integration): Raised after creating a customer from a template.
- `OnBeforeSelectCustomerTemplate(var CustomerTempl: Record "Customer Templ."; var Result: Boolean; var IsHandled: Boolean)` (integration): Raised before prompting the user to select a customer template.
- `OnAfterFillFieldExclusionList(var FieldExclusionList: List of [Integer])` (integration): Raised after filling the list of fields to exclude from template application.
- `OnBeforeCreateCustomerFromTemplate(var Customer: Record Customer; var Result: Boolean; var IsHandled: Boolean)` (integration): Raised before creating a customer from a template.
- `OnBeforeUpdateFromTemplate(var Customer: Record Customer; var IsHandled: Boolean)` (integration): Raised before updating a customer from a template.
- `OnBeforeUpdateMultipleFromTemplate(var Customer: Record Customer; var IsHandled: Boolean)` (integration): Raised before updating multiple customers from a template.
- `OnBeforeCreateTemplateFromCustomer(Customer: Record Customer; var IsHandled: Boolean)` (integration): Raised before creating a template from an existing customer record.
- `OnBeforeGetUpdateExistingValuesParam(var Result: Boolean; var IsHandled: Boolean)` (integration): Raised before prompting for the update existing values parameter.
- `OnBeforeOpenBlankCardConfirmed(var Result: Boolean; var IsHandled: Boolean)` (integration): Raised before prompting to confirm opening a blank customer card.
- `OnCreateCustomerFromTemplateOnBeforeInitCustomerNo(var Customer: Record Customer)` (integration): Raised before initializing the customer number when creating from a template.
- `OnCreateTemplateFromCustomerOnAfterInsertTemplateFromCustomer(var CustomerTempl: Record "Customer Templ."; Customer: Record Customer)` (integration): Raised after inserting a template record from a customer.

## Event subscriptions

- OnInsertCustomerFromTemplateHandler subscribes to Codeunit "Customer Templ. Mgt." OnInsertCustomerFromTemplate
- OnTemplatesAreNotEmptyHandler subscribes to Codeunit "Customer Templ. Mgt." OnTemplatesAreNotEmpty
- OnUpdateCustomerFromTemplateHandler subscribes to Codeunit "Customer Templ. Mgt." OnUpdateCustomerFromTemplate
- OnUpdateCustomersFromTemplateHandler subscribes to Codeunit "Customer Templ. Mgt." OnUpdateCustomersFromTemplate
- OnSaveAsTemplateHandler subscribes to Codeunit "Customer Templ. Mgt." OnSaveAsTemplate
- OnShowTemplatesHandler subscribes to Codeunit "Customer Templ. Mgt." OnShowTemplates
- OnBeforeInsertRecordWithKeyFieldsHandler subscribes to Codeunit "Config. Template Management" OnBeforeInsertRecordWithKeyFields

## Procedures

- `CreateCustomerFromTemplate(var Customer: Record Customer; var IsHandled: Boolean; CustomerTemplCode: Code[20]): Boolean`: Creates a new customer record based on the specified customer template.
- `CreateCustomerFromTemplate(var Customer: Record Customer; var IsHandled: Boolean): Boolean`: Creates a new customer record by prompting the user to select a customer template.
- `ApplyCustomerTemplate(var Customer: Record Customer; CustomerTempl: Record "Customer Templ.")`: Applies a customer template to an existing customer record without updating existing values.
- `ApplyCustomerTemplate(var Customer: Record Customer; CustomerTempl: Record "Customer Templ."; UpdateExistingValues: Boolean)`: Applies a customer template to an existing customer record with option to update existing values.
- `ApplyTemplate(var Customer: Record Customer; CustomerTempl: Record "Customer Templ."; UpdateExistingValues: Boolean)`: Applies template field values to a customer record by comparing and transferring non-empty template values.
- `SelectCustomerTemplateFromContact(var CustomerTempl: Record "Customer Templ."; Contact: Record Contact): Boolean`: Selects a customer template filtered by the contact type from the specified contact record.
- `SelectCustomerTemplate(var CustomerTempl: Record "Customer Templ."): Boolean`: Prompts the user to select a customer template from available templates.
- `CustomerTemplatesAreNotEmpty(var IsHandled: Boolean): Boolean`: Checks if any customer templates exist and if the template feature is enabled.
- `InsertCustomerFromTemplate(var Customer: Record Customer): Boolean`: Inserts a new customer from a template by raising an event for template selection and creation.
- `TemplatesAreNotEmpty(): Boolean`: Checks if any customer templates exist by raising an event to determine template availability.
- `IsEnabled(): Boolean`: Checks if the customer template feature is enabled.
- `UpdateCustomerFromTemplate(var Customer: Record Customer)`: Updates an existing customer record by applying a selected template.
- `UpdateCustomersFromTemplate(var Customer: Record Customer)`: Updates multiple customer records by applying a selected template to all records in the filter.
- `SaveAsTemplate(Customer: Record Customer)`: Saves the specified customer record as a new customer template.
- `CreateTemplateFromCustomer(Customer: Record Customer; var IsHandled: Boolean)`: Creates a new customer template based on the specified customer record.
- `ShowTemplates()`: Opens the Customer Template List page to display all available customer templates.
- `InitCustomerNo(var Customer: Record Customer; CustomerTempl: Record "Customer Templ.")`: Initializes the customer number based on the number series defined in the customer template.
- `IsOpenBlankCardConfirmed(): Boolean`: Prompts the user to confirm opening a blank customer card when no template is selected.
- `FillCustomerKeyFromInitSeries(var RecRef: RecordRef; ConfigTemplateHeader: Record "Config. Template Header")`: Fills the customer number field from the configuration template number series.

Plus 11 local procedures.

## Triggers

OnRun

## Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an `Object::"Name"` argument. Interface dispatch and calls through events are not counted, so the list is not complete.

- [Codeunit 1332 "Template Feature Mgt."](../codeunit/1332.md) (2 calls: `CustomerTemplatesAreNotEmpty → IsEnabled`, `IsEnabled → IsEnabled`)
- [Codeunit 27 "Confirm Management"](../codeunit/27.md) (2 calls: `GetUpdateExistingValuesParam → GetResponseOrDefault`, `IsOpenBlankCardConfirmed → GetResponse`)
- [Page 456 "No. Series"](../page/456.md) (2 calls: `FillCustomerKeyFromInitSeries → (object)`, `InitCustomerNo → (object)`)
- [Page 1381 "Customer Templ. List"](../page/1381.md) (1 call: `ShowCustomerTemplList → (object)`)

## Called by

- [Table 5050 "Contact"](../table/5050.md) (5 calls: `ChooseNewCustomerTemplate → SelectCustomerTemplate`, `CreateCustomer → SelectCustomerTemplateFromContact`, `CreateCustomer → TemplatesAreNotEmpty`, …)
- [Page 21 "Customer Card"](../page/21.md) (3 calls: `CreateCustomerFromTemplate → InsertCustomerFromTemplate`, `CreateCustomerFromTemplate → IsOpenBlankCardConfirmed`, `CreateCustomerFromTemplate → TemplatesAreNotEmpty`)
- [Codeunit 5900 "ServOrderManagement"](../codeunit/5900.md) (2 calls: `CreateCustFromTemplate → InitCustomerNo`, `CreateCustFromTemplate → SelectCustomerTemplate`)
- [Codeunit 7205 "CDS Int. Table. Subscriber"](../codeunit/7205.md) (1 call: `HandleOnBeforeInsertRecord → FillCustomerKeyFromInitSeries`)
- [Codeunit 7237 "Master Data Mgt. Subscribers"](../codeunit/7237.md) (1 call: `HandleOnBeforeInsertRecord → FillCustomerKeyFromInitSeries`)
- [Table 18 "Customer"](../table/18.md) (1 call: `CreateNewCustomer → InsertCustomerFromTemplate`)
- [Table 5092 "Opportunity"](../table/5092.md) (1 call: `GetNewCustomerTemplateCode → SelectCustomerTemplate`)

## Across versions

- Present in: BC23-30
- Changed (declaration) in: BC24-25, BC28

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

## Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: `bcatlas_resolve_node(object_type: "codeunit", object_name: "Customer Templ. Mgt.")`, then `bcatlas_get_procedure_body` or `bcatlas_get_neighbors` on the returned id.