AL Document Template - User guide

Overview

AL Document Template adds reusable configuration profiles - templates - for sales and purchase documents. Each template holds its own number series, posting options, warnings, price calculation, job-queue posting, archiving and Italian document fields. When you create a document and pick a template, the document inherits that profile; the standard Sales & Receivables Setup and Purchases & Payables Setup stay untouched. The selected template is stored on the document header and carried through to posted documents and ledger entries.

This guide covers how to build templates and what each profile controls, then how to use them day to day, including simulated / no-G/L documents.

Setup

Open Document Template Setup to define global options, then create your templates from the Sales Document Templates and Purchase Document Templates lists. Each template is a card that mirrors the standard setup. On a template you configure:

• Number series - the full set of number series for the documents the template produces.
• Posting options - including job-queue (background) posting.
• Warnings - discount, credit-limit and stockout warnings.
• Price calculation - the price calculation method for documents created from the template.
• Archiving - document archiving behaviour.
• Italian document fields - such as Fattura PA Nos., VAT Exemption Nos. and Bank Receipts.
• No-G/L flags - No G/L Ledger Entry, Skip Create Inv. Document and Automatically Invoice, for documents with no accounting impact (see Daily use).

Create one template per document flow you want to distinguish. Because templates are per-document profiles that coexist with the single standard setup, adding a new template does not change your existing configuration.

Daily use

Choosing a template. When you create a sales or purchase document - quote, order, invoice, credit memo, blanket order or return - set the template field on the header. The document immediately inherits the number series and options of that profile. The same happens when documents are created by automation (for example by other AppLibra apps). The template reference stays with the document through posting and appears on the posted documents and ledger entries.

Simulated / no-G/L documents. A template whose No G/L Ledger Entry, Skip Create Inv. Document or Automatically Invoice flags are set produces documents that do not post to the general ledger - useful for simulated or proforma scenarios. Use these flags deliberately: the resulting documents are intended for simulation and have no accounting effect, so review them before relying on them for anything with accounting significance.

How it fits the platform

AL Document Template extends standard Business Central and composes over the free AppLibra base (AL Foundation App and AL Message Passing). It is the shared base that several AppLibra apps use to generate documents, including AL Logistic, AL Commission, AL Globe, AL Credit Insurance, AL Recipe, AL Simulated G/L Scenarios and MDS. The Italian fiscal localization is provided by the separate companion app AL Document Template IT, which builds on this base.