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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to change a custom...
Finance | Project Operations, Human Resources, ...
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How to change a customer bank id in a customer transaction

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Posted on by Community member 2
Hi,
 
I am trying to change the customer bank id in the voucher details screen of a direct debit transaction and cannot.
 
 
And I can change the direct debit mandate ID, but not the customer bank id. And what I cannot understand why changing the mandate, the bank not change too.
 
The transaction, as it appears in the following screenshot, belongs to a closed accounting period and I cannot cancel the bill, which was created when the invoice was registered. 
 
 
the question is how can I change the customer bank id?
 
Thanks in advance
Paolo
 
  • Community member Profile Picture
    Community member 2 on at
    How to change a customer bank id in a customer transaction
    Thanks Paul for the answer, but that field cannot be updated when  a bill is drawn.
     
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    How to change a customer bank id in a customer transaction
    Have you tried to change the bank account id from customer transaction page? see below
     
     
  • Martin Dráb Profile Picture
    Martin Dráb 230,235 Most Valuable Professional on at
    How to change a customer bank id in a customer transaction
    Moved from D365 general forum to the Finance forum, because it seems to be about F&O and not about D365 in general.
  • RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    How to change a customer bank id in a customer transaction
    Hi,
     
    Based on your description of the issue, our team found that your issue is related to Dynamics 365 FO.
    We recommend you to ask this question in the Dynamics 365 Finance forum, where your problem will be noticed by many experts in the field and you will get a more effective solution.
    The link to the forum is as follows
    https://community.dynamics.com/forums/thread/?groupid=5b012a23-c24f-46fc-bfb6-45a1c401d526
     
     
    Best Regards,
    Rudy Zhang

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