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Procure to pay journey list page

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Posted on by Pragya752

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We have a requirement where client wants to have a procure to pay entities and all in between events like approval of PO, GL entries, release and reopen,etc on same list page, so it starts from PO and there are about 40 fields which has to capture all essential events that occurs in between Procure to pay. Client doesn't want rdlc report and wants a list page only. What will be the best approach and feasibility.

Also, in case of multiple Purchase receipts against the same PO, receipts line should repeat and all other info related to PO should stay same.

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Dynamics 365 Business Central

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YUN ZHU 74,036 Super User 2024 Season 2 on at

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Procure to pay journey list page

Agree with Khushbu, just create a list page with all the fields.

Then you can use Analysis mode to let customers analyze the data themselves.

PS: Business Central 2024 wave 2 (BC25): Experience enhancements to analysis assist with Copilot

https://yzhums.com/56849/

Thanks.

ZHU
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Khushbu Rajvi. 4,744 on at

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Procure to pay journey list page

I had a similar requirement in the past. I created a simple list page that stored essential information regarding vendors, vendor bank accounts, purchase orders, and bank account, incorporating around 120 fields in both the table and the page.

In the codeunit, I wrote code to assign values. Additionally, I created an action on the payment journal that allows users to run the action before posting payments. You can also combine both actions: first export the data and then post it.

By following this approach, you might find valuable insights for your current project.
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gdrenteria 12,290 Most Valuable Professional on at

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Procure to pay journey list page

Hi

Currently, there are several tools in addition to the RDL reports to exploit the information that could best fit your requirement.

Financial analytics - Business Central | Microsoft Learn

Like these two for example

Ad-hoc analysis of finance data - Business Central | Microsoft Learn

Use new Excel layouts for 35 selected reports | Microsoft Learn

Best

GR