workflow approved name in purchase order

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Posted on by CU04060706-0

Hi Expert,

I have one requirement that from Workflow we need to get Approved By and Approved Date into PURCHASE ORDER SSRS REPORT. how can to do that ?

Another requirement is that we need to import bank statement files from .csv format into bank reconciliation. how to create bank statement headers and lines with .csv format

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André Arnaud de Cal... 307,829 Super User 2026 Season 2 on at

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Hi,

Please create a separate post for questions that have a completely different topic. In that case, it will be easy to track the status of the distinct questions.

For both of your questions, can you clarify how you need help? Do you need to know how to develop reports or what tools or coding to use for files to be imported? Or do you need help with e.g. table names to be used in a customization?
CU04060706-0 on at

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i need to import the bank statement into the d365 f&o with .csv format . After importing the bank statement i need to do reconciliation. i need a x++ code to create a bank statement with header and lines help me please
André Arnaud de Cal... 307,829 Super User 2026 Season 2 on at

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Hi,

I don't have experience with creating bank account statements using X++ as we are not using this feature in my region. You can wait for another volunteer or try to start coding yourself. You can also have a look at Electronic Reporting which supports a lot of different bank formats to import bank statements.