Comparing Classes and Templates between Dynamics SL and Dynamics 365 Business Central
Customer classes in Dynamics SL compared with customer templates in Business Central, for people moving from SL. Shows how SL classes supply default values and how BC templates default fields such as posting groups and dimensions for new and existing customers.
- Classes in Dynamics SL overview
- Creating customers from customer classes in SL
- Customer templates in Business Central basics
- Configuring posting groups and dimensions in templates
- Applying templates to new and existing customers
- Summary and resources
Overview
The video compares how Dynamics SL and Business Central set default values on customers. In SL, customer classes group similar customers for reporting and supply defaults such as receivables price class, terms and GL accounts when a record is created. The demo assigns a region customer class to a customer and shows the default information filling in.
It then shows customer templates in Business Central. A template is given a name and filled with the values to default, including business and customer posting groups and dimensions. Fields such as credit limit and sales person are not visible by default, so the template form has to be personalized to add them. Templates can be created from an existing customer card and applied to new or existing customers.
Key points
- In Dynamics SL, customer classes group similar customers for reporting and supply default settings on new records.
- An SL class holds defaults such as receivables price class, terms and GL accounts for customers assigned to it.
- Business Central customer templates default values for credit limit, sales person, business posting group, customer posting group and dimensions.
- Credit limit and sales person are not visible in the template window by default, so personalize the form to add them.
- Set business and customer posting groups in the template so the correct sales and accounts receivable accounts are used.
- A template can be created from an existing customer card by copying the values to reuse.
- Templates can be applied to existing customers created before the template existed.
Features
| Feature | Status | At |
|---|---|---|
| Customer classes in Dynamics SL | status not stated, demoed | 0:13 |
| Customer templates in Business Central | status not stated, demoed | 1:21 |
| Personalization of template forms | status not stated, demoed | 1:42 |
| Creating templates from existing customer cards | status not stated | 3:05 |
| Applying templates to existing customers | status not stated | 3:05 |
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
- other “customer class” at 0:13
- other “customer templates” at 1:31
- other “personalized form” at 1:56
- other “business posting group” at 2:12
- other “customer posting group” at 2:12
- other “dimension” at 2:22
Quotes
- 0:13 “Classes are used to group similar customers together for reporting purposes. Classes also used to supply default settings when a new record is created.”
- 0:39 “In my class, you can see the default receivables price class, terms, and accounts I want to default for any customers assigned to this”
- 1:03 “Notice that the OM GL accounts are blank. Now, if we assign the region customer class, we can see the default information has been”
- 1:42 “Give the new template a name, and then start filling in the information you want to default for new or existing customers.”
- 2:12 “Next, I’ll set the default business and customer posting groups so that the correct sales and accounts receivable accounts are used for customers in”
- 3:20 “That’s a quick look at how we can use templates in Business Central to streamline data creation and improve data accuracy.”