I have an employee who has chosen a savings account to have her expense reimbursements deposited. I do not have the option to select Checking or Savings as the Type of Account or Bank account type. Is there a setting the Parameters that I need to select to allow this option?
Thank you,
Grace Gillenwater
Landau Uniforms Inc
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Hi Sohaib,
your answer is really help us !!!!
Thank you!!!
guy, you have to make sure "ISO/CountryRegionId of Vendor Bank's Address' should be equal to 'Company Address ISO/CountryRegionId '
Nuno,
I think the mapping is correct. I don't have access to the Address setup; but I found someone who does.
The Country Code is USA and the information in the ISO column of the address table is US. So I am thinking the set up is correct. I have forwarded this to our IT team to see if they can look in to the coding to see if there is a disconnect somewhere.
Thank you for all your help!
I can’t see the screenshots of your post, nevertheless can you open Organization Administration > Setup > Address > Address Setup
Choose Country Region. Can you validate if Country USA is mapped to US ISO 2 ?
Even when I press NEW, the fields are grayed out and I cannot edit the fields.
When I first go in to the Vendor Bank Account screen, this is what I see
But when I click the NEW button, this is what happens
I am thinking there is a setting somewhere that is not checked and should be? Or possibly the address layout from AX4.0 did not convert to the address format for AX2012? I have noticed that in AX4.0 the country was only 2 Alpha characters, and in AX2012 the country code is 3 Alpha character. (US vs. USA)
Would that have any bearing on why this is not working correctly for me?
I have forwarded this to my IT Dept to run this script. I appreciate all your help Sohaib
Grace
The address is always grayed out, you must press the button "new" to add the USA address that it will enable the field.
Kindly use below script to test your data
static void checkAddressMatching(Args _args) { DirParty party; LogisticsLocationEntity location; AddressCountryRegionId regionId; VendBankAccount VendBankAccount; VendAccount vendorAccountNum; vendorAccountNum = '1001';//put here proper vendor account whcih you will use for testing party = DirParty::constructFromPartyRecId(CompanyInfo::find().RecId); if (party) location = party.getPrimaryPostalAddressLocation(); regionId = location ? location.getPostalAddress().CountryRegionId : ''; info("Company/Legal Entity Address ISO Code: "+LogisticsAddressCountryRegion::find(regionId).ISOcode); select firstonly VendBankAccount where VendBankAccount.VendAccount == vendorAccountNum; regionId = LogisticsLocationEntity::location2PostalAddress(VendBankAccount.Location).CountryRegionId; info("Bank Address ISO Code: "+LogisticsAddressCountryRegion::find(regionId).ISOcode); }
The Country defaults to USA for our employees (screen shot #1). Our legal entity is USA as well. I did have to change the default from US to USA on our bank account and on this particular vendor. This was the default brought over from AX4.0. Our consultants did not mention the new format was supposed to be USA. I exited out of AX2012 and went back in.
I deleted the banking information for this particular employee and re-entered the same information. However, the Bank Account Type field is still grayed out on my screen (screen shot #2). I do not have the option to select Checking or Savings. The address portion of the Bank Set up screen is also grayed out, and USA is not populated from the vendor's address.
Is there a setting in the parameters that I need to select? Or is this a coding issue? I am not sure where to go from here.
Thank you for your continued assistance.
okay so this field is actually dependent upon Location of your address. If "Bank address" will have same country as your "Legal Entity's address country", it will be enabled, else it will be disabled.
Despite of that you can enable it, for all countries with minor customization
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