You may encounter the below error if you try and use templates in D365 (build 10.0.34) in sales quotation in any entity where you havent created a template from a sales quotation.
The Template Group X does not contain active templates.
This error is displayed if you have not created a sales quotation and made that as an active template.
As you can see in the above image I selected a template “Group ID” but that submaster record did not have links to any existing sales quotation template.
In order to create a sales quotation template you need to open an existing sales quotation and do the following:
- Set Active as Yes
- Select a group ID you want to link
- Give the template a name
- Select document title
- Select Document Introduction
- Select Document Conclusion
Once you have saved the sales quotation, you can now select it from the Create new Sales quotation form as shown below:
As you can see you will no longer receive any error message as long as you setup a template for that given Group ID.
That’s all folks. Thank you and keep DAXing.
Ash's Dynamics AX and Data blog 