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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Settlement View Of Ven...
Finance | Project Operations, Human Resources, ...
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Settlement View Of Vendor Transactions

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Posted on by D365_FO_Technical_Te 126
Hello everyone,
 
I have one requirement where i want to modify settlement View of Vendor's Transactions. can someone please tell me how can i achieve this functionality.
 
Path : Accounts Payable > Vendors > All Vendor > Transactions > View Settlement.
 
so, when we are opening this View Settlement form it is showing me wrong value in 4 Amount fields
1.) Amount Settled in Transaction Currency
2.) Amount Settled
3.) Amount in Reporting Currency
4.) Balance
 
I have 1 Custom Table, based on that table fields i have to do some calculation based on which data should come in this View Settlement form on posting Vendor Payment Journal.
 
Can anyone please suggest me where can i write the code?
 
I have the same question (0)
  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,521 Most Valuable Professional on at
    Hi,
    What do you mean by wrong values?
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,383 Super User 2026 Season 1 on at
    Hi,
     
    Can you please provide examples, so we can understand what you mean by wrong and what values you have in your custom table? Why do you think standard Dynamics is showing the wrong information? Are you sure your custom table has the correct data?
  • D365_FO_Technical_Te Profile Picture
    D365_FO_Technical_Te 126 on at
    Hi,
     
    Sorry, it's not wrong value.
     
    Requirement is when I will post vendor payment journal , during that time I need to check my custom table - my custom table has 1 amount column and 1 invoice id column. 
    So, based on the invoice id which I have marked in vendor payment journal it should fetch my custom table (marked Invoice == customeTable.invoiceid).
     
    Then I have to deduct amount I'd (my custom table field which I have fetched from marked Invoice id) from the invoice amount. And then it should populate the records on View Settlement form i.e. deducted amount(invoice amount - custom Table's amount field )
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,383 Super User 2026 Season 1 on at
    I'm not fully able to understand what exactly need to be done here. What is the purpose of the new custom table? It is about an outstanding balance for each vendor transaction? If so, the vendor transactions already have the details. 
    Can you share a screenshot of the View Settlements form how it should look like with your required customization? 

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