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How to change a customer bank id in a customer transaction

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Posted on by Community member

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

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Community member 2 on at

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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.
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Ramit Paul 22,300 Most Valuable Professional on at

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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 229,623 Most Valuable Professional on at

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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 Microsoft Employee on at

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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