Template System

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The Template System makes you able to create a template for selected data in almost every window in Business One. The saved template can be loaded at any time you require it. This can be very helpful in many cases, e.g. if you have a specific kind of Business Partners which you create regularly, you can load the template and get the selected data in the window in two clicks. The Template System will also come in handy, when you want to run a report with the same parameters several times. The Template System ensures that the selection window is filled out the same way every time, so you will avoid unintended selections.

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Create templates
Use templates
Limitations