Codeunit 1381 "Customer Templ. Mgt."

Base Application · Microsoft.Sales.Customer · BC23-30 · source at ea08af5e · 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.” OnInsertCustomerFromTemplateHandler
• OnTemplatesAreNotEmpty(var Result: Boolean; var IsHandled: Boolean) (integration): Raised when checking if customer templates exist.
  • subscribers: Codeunit 1381 “Customer Templ. Mgt.” OnTemplatesAreNotEmptyHandler
• OnUpdateCustomerFromTemplate(var Customer: Record Customer; var IsHandled: Boolean) (integration): Raised when updating a customer from a template.
  • subscribers: Codeunit 1381 “Customer Templ. Mgt.” OnUpdateCustomerFromTemplateHandler
• OnUpdateCustomersFromTemplate(var Customer: Record Customer; var IsHandled: Boolean) (integration): Raised when updating multiple customers from a template.
  • subscribers: Codeunit 1381 “Customer Templ. Mgt.” OnUpdateCustomersFromTemplateHandler
• OnSaveAsTemplate(Customer: Record Customer; var IsHandled: Boolean) (integration): Raised when saving a customer as a template.
  • subscribers: Codeunit 1381 “Customer Templ. Mgt.” OnSaveAsTemplateHandler
• OnShowTemplates(var IsHandled: Boolean) (integration): Raised when showing the customer templates list.
  • subscribers: Codeunit 1381 “Customer Templ. Mgt.” 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) + BC24 (integration): Raised before initializing the customer number when creating from a template.
• OnCreateTemplateFromCustomerOnAfterInsertTemplateFromCustomer(var CustomerTempl: Record "Customer Templ."; Customer: Record Customer) + BC25 (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) Δ BC28: 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.” (2 calls: CustomerTemplatesAreNotEmpty → IsEnabled, IsEnabled → IsEnabled)
• Codeunit 27 “Confirm Management” (2 calls: GetUpdateExistingValuesParam → GetResponseOrDefault, IsOpenBlankCardConfirmed → GetResponse)
• Page 456 “No. Series” (2 calls: FillCustomerKeyFromInitSeries → (object), InitCustomerNo → (object))
• Page 1381 “Customer Templ. List” (1 call: ShowCustomerTemplList → (object))

Called by

• Table 5050 “Contact” (5 calls: ChooseNewCustomerTemplate → SelectCustomerTemplate, CreateCustomer → SelectCustomerTemplateFromContact, CreateCustomer → TemplatesAreNotEmpty, …)
• Page 21 “Customer Card” (3 calls: CreateCustomerFromTemplate → InsertCustomerFromTemplate, CreateCustomerFromTemplate → IsOpenBlankCardConfirmed, CreateCustomerFromTemplate → TemplatesAreNotEmpty)
• Codeunit 5900 “ServOrderManagement” (2 calls: CreateCustFromTemplate → InitCustomerNo, CreateCustFromTemplate → SelectCustomerTemplate)
• Codeunit 7205 “CDS Int. Table. Subscriber” (1 call: HandleOnBeforeInsertRecord → FillCustomerKeyFromInitSeries)
• Codeunit 7237 “Master Data Mgt. Subscribers” (1 call: HandleOnBeforeInsertRecord → FillCustomerKeyFromInitSeries)
• Table 18 “Customer” (1 call: CreateNewCustomer → InsertCustomerFromTemplate)
• Table 5092 “Opportunity” (1 call: GetNewCustomerTemplateCode → SelectCustomerTemplate)

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.