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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Export vendor list - w...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Export vendor list - with bank account details

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Posted on by ocrx8 12
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.
 
 
I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at
    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.
     
  • ocrx8 Profile Picture
    ocrx8 12 on at
    Thanks Ramit. How can I run the report from your suggestion?
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    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
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 19,703 Most Valuable Professional on at
    Hi,
    Please check vendor bank account inquiry form
     
     
     

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