Templates DC icon

Working with templates

  • 40 min.
  • Módulo
  • 12 Unidades
  • 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.

Objetivos de aprendizaje

By the end of this module, you'll be able to:

  • Configure master templates.
  • Add and remove fields from vendor templates.
  • Configure translations for field values.
  • Handle documents with multiple line amounts.
  • Set up rules for templates.
  • Configure formulas and fixed values.
Comenzar

Requisitos previos

  • 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.