Templates DC icon

Working with templates

  • 1 Std. 3 Min.
  • Modul
  • 12 Einheiten
  • Document Capture

Templates determine how documents are processed in Document Capture and Business Central. In this module, you'll learn how to work with templates and how to optimize them to best suit your vendors' documents and your own organization's business processes.

Lernziele

Am Ende dieses Moduls haben Sie folgende Kenntnisse

  • Configure master templates
  • Add and remove fields from vendor templates
  • Configure translations
  • Handle multiple amounts
  • Configure rules
  • Configure formulas and fixed values
Start

Voraussetzungen

  • Basic knowledge of how to use and navigate in Business Central

Note: To follow along on your own device, you can create a demo environment from PartnerZone for which a user ID and password are required.


Introduction
2 Min.
Get familiar with master templates
2 Min.
Learn about master template fields
3 Min.
Learn about identification methods
10 Min.
Create new fields in a master template
9 Min.
Copy a field from the master template to a vendor template
4 Min.
Customize templates to your needs
8 Min.
Remove redundant template fields
8 Min.
Set up recognition of multiple amount fields
7 Min.
Set up translations, formulas, and fixed values for template fields
5 Min.
Check your knowledge
3 Min.
Summary
1 Min.