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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Direct debit mandate C...
Microsoft Dynamics AX (Archived)

Direct debit mandate Change

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Posted on by Fabio C. 230

Hello,

just a simple question... Is it possible to modify the direct debit mandate on an already registered customer transactions?

best regards,

Thank you.

F

*This post is locked for comments

  • CapsLock Profile Picture
    CapsLock 1,351 on at
    RE: Direct debit mandate Change

    Hi, 

    It is possible to modifiy the mandate on a posted customer transaction. You go to the customer transactions, click on the voucher number. Once inside the transaction, click on edit and the mandate field is editable. 

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Direct debit mandate Change

    Hello Fabio,

    Irrespective of whether such a change is technically feasible, I would say that this is not allowed to do and that you bank is not eligible to collect the money for you because the mandate was cancelled.

    You would have to create a new mandate and invoice document if the previous was cancelled.

    Please double check and verify with your customer and bank.

    Best regards,

    Ludwig

  • Fabio C. Profile Picture
    Fabio C. 230 on at
    RE: Direct debit mandate Change

    Thank you Ludwig,

    what about an already created open customer transaction where I need to change the mandate because the previous has been cancelled? Is it possible to modify that transaction?

    Best regards

    Fabio

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Direct debit mandate Change

    Hello FBA,

    You can create a new direct debit mandate.

    A modification is to my knowledge not allowed.

    Best regards,

    Ludwig

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