web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Unanswered

Transaction type functionality

(0) ShareShare
ReportReport
Posted on by 5

Hi All,

Our client requires to add additional fields in transaction type within Customer payment journal.

pastedimage1680514122894v2.png

and also wants to know the functionality of the transaction type.

Please can someone help me with this.


Thanks,
Santosh.

I have the same question (0)
  • BillurSamdancioglu Profile Picture
    20,827 Most Valuable Professional on at

    Hi,

    Transaction types are used for reporting purposes. For customer payment on customer transaction are used for to understand the purpose of the transaction. Also transaction types are used for to setup the default descriptions.

  • Mohit Rampal Profile Picture
    12,573 Moderator on at

    I think you meant additional values (not Fields) in Transaction Type. It's a Base enum, if the IsExtensible property of this enum is True then you can add more values. However, the impact will be all over the application where it's being used.

  • Hana Xue Profile Picture
    Microsoft Employee on at

    Hi Santosh,

    How to get the transaction type is mentioned in the link, you can check it as you need.

    (+) How to get Transaction type - Dynamics 365 Finance Forum Community Forum

    Best Regards,

    Hana

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 804

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 639 Super User 2026 Season 1

#3
Subra Profile Picture

Subra 528

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans