Vendor Posting Templates — the master routing rules for inbound purchase document lines.
Posting Templates List
BC page: Posting Templates List (List) · Search: “Posting Templates List” or “Centara Vendor Template List” Source:
RSMSTAVendorPostingTemplList.Page.al
The list view of Vendor Posting Templates — the rules that decide where an inbound vendor invoice line lands. Each template defines a default G/L account or item, default dimensions, a default approver, and behaviour flags. Click a row to open the template card.
A template can be promoted to “Advanced” — see Advanced Posting Templates List for the advanced variant which adds reference-based matching rules.
Columns
| Column | What it shows |
|---|---|
| Code | Template identifier — used as the lookup key |
| Type | Default posting target type: G/L Account, Item, Resource, Charge (Item), Allocation Account, or Fixed Asset |
| No. | The account/item number the template defaults to |
| Shortcut Dimension 1–8 | Default dimension codes applied to lines matching the template. Only the shortcut dimensions configured in the General Ledger Setup are visible |
| Deferral Code | (Hidden by default) Deferral template that spreads expenses across accounting periods |
| Automatically Process Invoice | When on, inbound invoices that match this template are imported and auto-processed without manual intervention. Combine with Auto Post to Receive in Purchases & Payables Setup for hands-off receiving |
| Only if VAT is same | The template applies only when the inbound line’s VAT category matches the template’s VAT setup. Stops a template designed for 24% VAT from being applied to a 0% VAT line |
| Overwrite Line Values | When on, the e-document line values are replaced by the values from the Posting Template — useful when the inbound data is unreliable and you want the template to be the source of truth |
Actions
| Action | What it does |
|---|---|
| Dimensions (Alt+D) | Opens the full dimension editor for the selected template — beyond the 8 shortcut dimensions |
Deleting a template asks for confirmation by code. There is no soft-delete on templates; ensure no live setups depend on it first.
See also
- Vendor Posting Template — full feature documentation
- Vendor Posting Setup — per-line setup that fills in template gaps
- Advanced Posting Templates List