Overview
The Master Data Copy Customer dialog is a guided options screen that appears before the customer copy process runs. It lets users choose exactly what data should be carried over from the source customer to the destination — from the customer card itself and price lists, through to master data specifications (Information Codes and their values, descriptions, file attachments, and language variants). After the user confirms their selections, the underlying copy report executes silently and a notification confirms the result.
The dialog is always pre-loaded with the source customer number from the page it was launched from. It stores its settings per user in the database, so each user's last-used choices are preserved between sessions.
When Is This Page Used
This dialog opens automatically when a user triggers the Copy Customer action from the Customer Card or Customer List. It is not opened in isolation — it always runs in the context of a specific source customer. The user reviews and adjusts the copy options, then clicks OK to run the copy, or Cancel to abort without making any changes.
Who Are Typical Users
- Sales Administrator / Customer Master Data Manager — copies an existing customer to create a new account with the same pricing structure, specifications, or regional setup.
- Finance Manager — copies a customer when setting up a subsidiary or sister company that shares most configuration with an existing record.
- System Administrator — uses the dialog when migrating or restructuring the customer master, carrying MDI specifications from a template customer to new accounts.
Accessing the Page
The Master Data Copy Customer dialog has no UsageCategory and is not searchable from the Business Central search menu. It opens exclusively via the Copy Customer action, available on:
| Source Page | Action Name |
|---|---|
| Customer Card | Copy Customer (standard BC action, extended by the Master Data Information app) |
| Customer List | Copy Customer (standard BC action, extended by the Master Data Information app) |
When the action is triggered, the app creates or updates the user's copy-settings record in the database, then opens this dialog in modal mode. Clicking OK runs the copy report immediately; clicking Cancel discards all changes.
Page Components
The dialog is organised into five groups. Fields in the General and Master Data Information groups are enabled or disabled based on selections made in Options.
Options Group
This group controls the fundamental copy mode: whether a new customer is created or data is copied into an existing customer.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Customer No. | Shows the source customer whose data will be copied. | C00010, JOHN-BIKES |
Read-only — pre-filled from the customer selected when the action was triggered. Cannot be changed in the dialog. Caption comes from the underlying table field: Customer No. |
| Create New Customer | When enabled, a brand-new customer record is created as the copy destination. When disabled, the copy targets an existing customer identified by New Customer No. | Yes / No |
Enabling this field activates New Customer No., New Customer Name, and Copy Prices and Discounts. Disabling it clears New Customer No. and unchecks Copy Prices and Discounts. |
| New Customer No. | The customer number for the destination customer. | C00011, `` (blank = auto-number) |
When Create New Customer is enabled, leave blank to generate the number from the customer number series, or enter a specific number. Use the assist-edit button to pick the next number from an existing number series. When Create New Customer is disabled, enter the number of the existing customer to copy data into. Not enforced against the Customer table at validation (ValidateTableRelation = false), so a new number that does not yet exist can be entered freely. |
| New Customer Name | An optional name to apply to the destination customer instead of copying the source name. | North Regional Office |
Up to 50 characters. If blank, the source customer's name is copied unchanged. Cleared automatically each time the dialog opens. Only editable when Create New Customer is enabled. |
Template Group
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Master Data Template Code | Optionally selects a Master Data Template to apply to the new customer after copying. The template can set or override specific customer card field values. | STANDARD-CUST, EU-CUSTOMER |
Lookup opens the Master Data Template List filtered to released templates for table 18 (Customer). If a default template exists (Status = Released, Default Template = Yes, TableID = 18), it is pre-selected automatically when the dialog opens. Leave blank to apply no template. |
General Group
This group controls copying of standard BC customer-related pricing records.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Copy Prices and Discounts | When enabled, Price List Header and Price List Line records linked to the source customer are copied to the destination customer. | Yes / No |
Only editable when Create New Customer is enabled. Copies modern BC pricing (Price List Headers and their Lines, filtered to Source Type = Customer). Each Price List Header is created with a new auto-generated code, and the description is set to the new customer's name. All active Price List Lines for each header are also copied. |
Note on legacy Sales Prices: A Copy Campaign Prices field exists on the underlying table but is hidden in the UI (
Visible = false). Due to the way the copy report evaluates the legacy Sales Price table, those records are only copied when both Copy Prices and Discounts and the hidden Copy Campaign Prices flag are enabled simultaneously. Since Copy Campaign Prices is not accessible in the dialog, legacy Sales Price records are not copied in the current version. Pricing is carried over exclusively through the modern Price List Header/Line tables.
Master Data Information Group
This group controls which parts of the customer's master data specifications (Information Entries) are copied to the destination customer.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Copy Master Data Informations | Master switch for all master data copying. When enabled, Information Entry records are copied from the source to the destination customer. | Yes / No |
Enabling this field activates all sub-options below. Disabling it clears all sub-option checkboxes. The copy always transfers structural fields (Long Description Order, Sorting Level, Include in Long Description, Include in Report Description, Spec. Field Name, and Modified Date) regardless of which sub-options are checked. |
| Copy Information Values | When enabled, the Information Value option code is copied from each source Information Entry. | Yes / No |
Only editable when Copy Master Data Informations is enabled. When disabled, Information Entry records are created on the destination customer with a blank Information Value. Also controls whether language record content is transferred — see Copy Master Data Language below. |
| Copy Values | When enabled, the typed Value field content is copied from each source Information Entry. | Yes / No |
Only editable when Copy Master Data Informations is enabled. Copies the data value stored against each specification. |
| Copy Description | When enabled, the Description text field is copied from each source Information Entry. | Yes / No |
Only editable when Copy Master Data Informations is enabled. |
| Copy Attachment | When enabled, the File Placement field content is copied from each source Information Entry. | Yes / No |
Only editable when Copy Master Data Informations is enabled. Copies the file path or reference stored on the specification line. Does not physically duplicate the file in external storage — only the reference is copied. |
| Copy Master Data Language | When enabled, Master Data Language records (language-specific translations of Information Values) are copied from the source customer to the destination. | Yes / No |
Only editable when Copy Master Data Informations is enabled. Unlike the item copy, the runtime does not require Copy Information Values to also be enabled in order to process language records. However, when Copy Information Values is disabled, the language records are created with only the Information Code filled in — all other language-specific content (Information Value, Language Code, translated texts) is omitted. Enabling both Copy Information Values and Copy Master Data Language together produces fully populated language records. |
Extended Group
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Copy Default Dimensions | When enabled, the default dimension assignments from the source customer are copied to the destination customer. | Yes / No |
Copies all entries from the BC Default Dimension table linked to the source customer's database record. Applied during the copy before the template is applied. |
Actions
This dialog has no custom actions. It uses the standard StandardDialog buttons: OK executes the copy report with the configured options; Cancel exits without copying.
What the Copy Report Does
When OK is clicked, the SCB Master Data Copy Customer report runs immediately in the background. The copy sequence is:
- Creates or resolves the destination customer. If Create New Customer is enabled, a new customer is created by transferring all fields from the source customer, then the new customer number and name are applied. If Create New Customer is disabled, the existing customer specified in New Customer No. is used — an error is raised if the specified customer does not exist.
- Applies Default Dimensions (if Copy Default Dimensions is enabled).
- Applies the Master Data Template (if Master Data Template Code is filled) — the template's field values are validated and applied to the new customer record.
- Copies Price List Headers and Lines (if Copy Prices and Discounts is enabled). Each Price List Header is assigned a new auto-generated code and linked to the new customer.
- Copies Master Data Information Entries (if Copy Master Data Informations is enabled), with each sub-option controlling which fields are included.
- Copies Master Data Language records (if Copy Master Data Language is enabled). If Copy Information Values is also enabled, the full language record content is transferred; otherwise only the Information Code is carried over.
- Shows a notification on the source customer page with a link to open the newly created customer.
Default Setup & Templates
The dialog stores copy settings per user in the SCB Masterdata Copy Cust. Info table (keyed by User ID). Each time the dialog opens, the following field is reset regardless of the user's previous settings:
| Field | Reset Value |
|---|---|
| New Customer Name | Blank |
All other options retain the values from the user's last session. If a released Customer Master Data Template is configured as the default template (Status = Released, Default Template = Yes, TableID = 18), it is automatically pre-selected in Master Data Template Code each time the dialog opens.
No default copy-settings records are created by the extension's installation. The first time a user triggers Copy Customer, a new settings record is created for their User ID with all Boolean options defaulting to No.