Comparing Classes and Templates between Dynamics GP and Dynamics Business Central (2024)
The video presents Business Central customer templates as the counterpart to customer classes in Dynamics GP. The demo groups customers by region (Northeast) and sets defaults for credit limit, salesperson, business and customer posting groups, and a region dimension value. It then applies the template to a new customer, notes that templates can also be applied to existing customers, and shows that a template can be created from an existing customer record.
- Customer classes in Dynamics GP
- Creating customer templates in Business Central
- Configuring posting groups and dimensions
- Applying templates to new and existing customers
Overview
The video compares customer classes in Dynamics GP with customer templates in Business Central. It uses a regional grouping, with preset information for customers in the Northeast region, to show how a template can carry default values.
The demo creates a template, personalizes the template form to show the credit limit and salesperson fields, and sets business and customer posting groups and a default region dimension. It then creates a new customer and picks the Northeast template, which fills in the defaults. The stated aim is to streamline data creation and improve data accuracy.
Key points
- Business Central customer templates fill in defaults on new customers, similar in purpose to customer classes in Dynamics GP; the video says templates also streamline creating vendors and items.
- To open templates, search for customer templates using the search icon.
- The template form may not show credit limit or salesperson at first; use personalization to drag those fields onto it.
- Templates can set default business and customer posting groups so the correct sales and accounts receivable accounts are used.
- Templates can set default dimension values such as region so transactions posted to sales accounts are categorized correctly, similar to the Northeast segment value in GP.
- When creating a new customer, the available templates are listed and you select one, such as Northeast, to apply its defaults.
- A template can also be applied to existing customers.
Features
| Feature | Status | At |
|---|---|---|
| Customer templates | status not stated, demoed | 1:06 |
| Form personalization for templates | status not stated, demoed | 1:27 |
| Template creation from existing customer | status not stated | 3:07 |
| Posting groups in customer templates | status not stated, demoed | 2:07 |
| Dimension defaults in templates | status not stated, demoed | 2:18 |
Quotes
- 0:00 “in this video we’re going to talk about classes in GP and compare that to the experience in business Central where we will use”
- 0:13 “grouping our customers by region and I have some preset information for customers in the Northeast region”
- 1:27 “I don’t see the credit limit or salesperson fields on the template form I can simply select to personalize the form find the fields”
- 2:44 “when I select to create a new customer you can see the various templates I’ve created are displayed and I can select that Northeast”
- 2:55 “you can see how the credit limit and salespeople have defaulted in for me as well as the right business and customer posting groups”
- 3:07 “if I had existing customers that I wanted to apply this template to I could do that as well”
- 3:34 “how we can use templates in business Central to streamline data creation and improve data accuracy”