Overview
The Master Data on Document Setup page defines which Master Data Doc. Template is applied when Master Data Information is transferred to a specific document type. Each setup record maps a combination of document Type (Sales, Purchase, or Production), Document Type (Quote, Order, Invoice, etc.), and an optional Number (a specific customer or vendor number) to a named template that controls which Information Codes are included and how they are structured on the document. The system uses a two-level lookup at runtime: it first searches for a record matching the exact customer or vendor number; if none is found, it falls back to a record with a blank Number field, which acts as a default for all documents of that type. This allows organisations to apply a universal document template while still overriding it for specific customers or vendors.
When Is This Page Used
This list page is used during the initial setup of the Master Data on Documents feature and whenever a new customer, vendor, or document type requires a different template assignment. Administrators open it to add or modify the mapping between document types and their corresponding Master Data Doc. Templates. It is also opened contextually from the Customer Card and Vendor Card action menus, pre-filtered to show only the setup records relevant to the current customer or vendor.
Who Are Typical Users
- Master Data Administrator — creates and maintains the mapping between document types and templates.
- Implementation Consultant — configures the default and customer/vendor-specific template assignments during project deployment.
- System Administrator — troubleshoots cases where master data does not appear on documents as expected, by reviewing which template is being applied for a given document.
Accessing the Page
The Master Data on Document Setup page has UsageCategory = Administration and ApplicationArea = All, making it directly searchable from the Business Central search menu. It can also be accessed from the following locations:
| Source | Access Method | Filter Applied |
|---|---|---|
| Business Central Search (Tell Me) | Search for Master Data on Document Setup |
None — all records shown |
| Customer Card → Document Template action | Action in the MDI action group | Pre-filtered to Type = Sales and the current customer's number |
| Vendor Card → Document Template action | Action in the MDI action group | Pre-filtered to Type = Purchase and the current vendor's number |
Page Components
How Template Resolution Works at Runtime
When a sales or purchase document is posted or printed, the system calls GetMasterDataTemplate to determine which template to apply. It searches the setup table using this priority:
- Find a record matching the exact Type, Document Type, and Number (customer or vendor number).
- If no exact match is found, find a record matching Type and Document Type with a blank Number (the default fallback).
- If neither is found, no master data is included on the document.
This means a blank Number row functions as a catch-all default for all customers or vendors of that document type, while numbered rows provide targeted overrides.
Fields
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Type | The high-level document category this setup record applies to. | Sales, Purchase, Production |
Three options are available. Selecting Production automatically sets Document Type to Production Order and no other Document Type is permitted for Production records. |
| Document Type | The specific document variant within the selected Type. | Order, Invoice, Credit Memo |
For Sales and Purchase, the available options are: Quote, Order, Invoice, Credit Memo, Blanket Order, and Return Order. For Production, only Production Order is allowed. The field is edited via an assist-edit menu rather than a standard dropdown — clicking the field opens a selection menu listing only the valid options for the current Type. |
| Number | An optional customer or vendor number that restricts this setup record to a specific party. | C00010, V00050 |
Leave blank to create a default record that applies to all customers or vendors of the given Type and Document Type. When a specific number is entered, this record takes priority over the blank-number default for that customer or vendor. |
| Master Data Doc Template | The code of the Master Data Doc. Template record to apply for this combination. | SALES-STD, PURCH-FULL |
Selected from the Master Data Doc. Template table. The template in turn defines which Information Code templates are used for the document header, lines, footer, and item tracking sections. |
| Description | The description of the linked Master Data Doc. Template, shown for reference. | Standard Sales Template |
Read-only FlowField — automatically retrieved from the Master Data Doc. Template record. Cannot be edited here. |
Actions
| Action | What It Does | When to Use | Prerequisites |
|---|---|---|---|
| Open Document Template | Opens the Master Data Doc. Template page, filtered to the template code specified in the current line's Master Data Doc Template field. | Use to inspect or modify the template's Header, Line, Footer, and Item Tracking assignments without leaving the setup context. | A Master Data Doc Template code must be entered on the selected line. |
The Role of the Number Field
The Number field is the key mechanism for customer- and vendor-specific template overrides. A typical setup includes one or more default rows (blank Number) that apply universally, and then additional numbered rows for customers or vendors that require a different template — for example, a customer that demands a more detailed document layout, or a vendor whose purchase orders must include a specific set of Information Codes.
When the Customer Card or Vendor Card action opens this page, it pre-filters the view to show only rows for that specific customer or vendor number alongside any blank-number defaults for the same Type. This makes it straightforward to review or add the correct override without scrolling through all setup records.
Default Setup & Templates
No default Master Data on Document Setup records are created automatically by the extension's installation codeunit. All mappings between document types and templates must be configured manually to match the organisation's document workflow and chosen Master Data Doc. Templates.
The linked Master Data Doc. Template records (and the underlying Master Data on Document content templates they reference) must also be set up before this page can be fully configured. Refer to the Master Data Doc. Template documentation for details on creating and managing those templates.