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Export vendor list - with bank account details

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Posted on by ocrx8

Hi team

Our internal auditors have requested a vendor list complete with bank account details. Unfortunately you can't add bank details to the export through the personalisation option, so does anyone have any smart ways of pulling this data?

Thanks.

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Ramit Paul 22,803 Most Valuable Professional on at

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Hi,

Since bank can be multiple for a vendor so vendor bank details can't be extracted with vendor data entity.

However, vendor bank accounts having a separate data entity, which will give vendor account along with bank details, you can share the same with auditors.

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ocrx8 14 on at

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Thanks Ramit. How can I run the report from your suggestion?

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Hana Xue Microsoft Employee on at

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Hi,
There is no such report in the standard, but existing vendor base data reports can be extended (customized) to display bank details. Or use data management to create a custom data entity containing bank account information. You can also look at the existing vendbankaccount entity to see if it fits your needs. VendBankAccount in Main - Common Data Model - Common Data Model | Microsoft Learn
Best Regards,
Hana

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BillurSamdancioglu 20,713 Most Valuable Professional on at

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Hi,

Please check vendor bank account inquiry form

https://community.dynamics.com/blogs/post/?postid=88955156-5588-ee11-a81c-6045bd86143b

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