Only allow one supplier bank account to be active at a time

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Hi all,

We can set up new bank accounts when suppliers details change, but there is nothing to remind/force the user to change the mapping on the Payment Fast tab for BACS payments to use the new account rather than the old one still.

If the old one contains an expiration date, it's marked as 'inactive' automatically and AX errors when you try to make a payment to it (good), but again there is nothing to force the user to enter an expiration date, leaving both old and new bank accounts active at the same time.

I presume a development would be required to not allow more than one active bank account at a time (I cant think of an example why you would want that anyway), or can anyone point me to a workaround? I also tried to configure the Alerts to tell me when this happens, but could not come up with the right criteria to capture it.

thanks

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André Arnaud de Cal... 303,679 Super User 2026 Season 1 on at

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Hi AXfinance,

In many companies, there are multiple bank accounts. A vendor can have different ones per currency. In the Netherlands we also have another "blocked" bank account for social taxes in case of subcontracting.

You will need to have a customization, but keep in mind that it should not block the use cases as provided above.

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Ludwig Reinhard Microsoft Employee on at

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Hi AXfinance,

You are right. Nothing is forcing the user to change the account usage and making use of alerts - as you mentioned - is probably the best standard solution. If this is not sufficiently safe enough for you, a system modification is required.

Best regards,

Ludwig

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Community Member on at

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thanks Andre, If we set up accounts for different currencies, how does this work when configuring which bank account to use for the BACS payments? is tis for when there are mixed currencies on the supplier invoices?

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Community Member on at

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Thanks Ludwig, can you point me to a suitable criteria to use in the ALerts area, I can't find anything that I could use. I don't want to know when every account is set up, just when there are duplicates.

thanks

AXF

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Ludwig Reinhard Microsoft Employee on at

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Hi AXF,

I don't think that you can use alerts for identifying duplicate values. As you mentioned, you can identify new or changed records but not duplicates. Wouldn't it be a starting point to identify newly setup banks and then have a more detailed look at them? Otherwise, you would have to create a specific form of query that would allow you identifying those duplicates.

Best regards,

Ludwig

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André Arnaud de Cal... 303,679 Super User 2026 Season 1 on at

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Hi AXfinance,

There is no identification which bank account to be used when, other than the one registered on the vendor transactions for the payments. In the past I had created a customization for a customer to give a prompt and ask for updating open vendor transactions with a new bank account when the default on the vendor details was changed.

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