Changing vendor bank accounts that updates all open invoices as well....

(0) Share

Report

Posted on by Community Member

Just wondering if anyone has seen or customized when you change payment or bank account information on the vendor record, it goes an updates all of the open invoices for that vendor?

Is this easy to customize? I'm sure it can be. I do realize out of the box, you need to go edit each invoice and update the payment ID or bank account manually, just seeing if anyone wrote a customization to do this automatically.

Thanks!!

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

Sohaib Cheema 48,972 User Group Leader on at

Like (0)

Report

RE: Changing vendor bank accounts that updates all open invoices as well....

let me share standard behavior of AX how it works

a vendor may has more than one bank account, but primary bank account is always one.

so as you create a line in payment journal and select vendor, the same moment it reads primary vendor information from Vend Master and saves it to journal line.

Now after doing this, if you go back to vendor master and change the primary bank, it will not effect the already existing records in journal lines.

so what you can do is reselect vendor id (it will refresh bank information in journal line, but it will also reset all settled payments etc. means you are going back to zero/0 and almost re-adding line

what AX lacks at

1) there should be option to select any bank account, should not be just primary bank account coming as information in journal line

2) there should be option to change bank account manually on journal lines, it should not be locked in all cases.

of course both #1 and #2 can be achieved via customization

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Changing vendor bank accounts that updates all open invoices as well....

Thanks, but this is not what I'm after, I know this already. If you look at my initial post, I'm asking about 'open invoices' and going to update those when I change information on the vendor master.

Was this reply helpful? Yes No
Sohaib Cheema 48,972 User Group Leader on at

Like (0)

Report

RE: Changing vendor bank accounts that updates all open invoices as well....

you cannot achieve that without writing code.

may be, may be you can try to update existing records by excel add-in.

automatically nothing will happen, as/after you will change information on the vendor master.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Changing vendor bank accounts that updates all open invoices as well....

Oh, and by the way, your options above, if you look at the 'Invoice' tab of your AP journal lines, you can select the bank account manually if you wish.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Changing vendor bank accounts that updates all open invoices as well....

Which is the reason I'm asking if anyone out there already did this, that's all I'm after.

Was this reply helpful? Yes No
Sohaib Cheema 48,972 User Group Leader on at

Like (0)

Report

RE: Changing vendor bank accounts that updates all open invoices as well....

is that selection allowing to select any bank account of vendor(in case there are multiple bank accounts for a vendor)

or

its allowing you to select only primary bank account of vendor ?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Changing vendor bank accounts that updates all open invoices as well....

Allows you to select any bank account setup for this vendor.

Was this reply helpful? Yes No

Community site session details

Changing vendor bank accounts that updates all open invoices as well....

Helpful resources

Quick Links

Responsible AI policies

Abhilash Warrier – Community Spotlight

Congratulations to the September Top 10 Community Leaders!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

Featured topics

Product updates

Community site session details

Changing vendor bank accounts that updates all open invoices as well....

Helpful resources

Quick Links

Responsible AI policies

Abhilash Warrier – Community Spotlight

Congratulations to the September Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

Featured topics

Product updates