web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Changing vendor paymen...
Microsoft Dynamics AX (Archived)

Changing vendor payment type

(0) ShareShare
ReportReport
Posted on by kmccann2000 14

Hello,

My AP manager is having an issue when the vendor payment type is changed (from check to wire, etc). The vendor payment type will get changed in the appropriate vendor profile from check to wire however, later on when running the payment selection for a check run, that vendor still shows up with a default payment method of check. What do we need to do to fix this so that the correct payment method is reflected on the payment selection?

If you need any further information to assist, please let me know.

Thank you!

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello kmccann2000,

    Can you describe how and where the vendor payment type is changed.

    Do you make the change in the vendor transactions form or in a payment journal and how is the change made exactly?

    Would be great if you could provide some additional information.

    Many thanks and best regards,

    Ludwig

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

    Hi,

    When you change defaults on the vendor form, it will reflect on new transactions only. You can however change existing transactions before creating the payment journal. Or be alert and change them at the moment they are added in the proposal.

  • kmccann2000 Profile Picture
    kmccann2000 14 on at

    We are making the change in the vendor profile where the details of the vendor are set up initially (name, address, etc). Should we be making the change somewhere else? I wanted to attach a screenshot but I can't seem to figure out how to....

  • kmccann2000 Profile Picture
    kmccann2000 14 on at

    Hi Andre, yes that is what we are trying to do, change the payment method on new payments. For example, we have one vendor that we changed from check to wire 2 months ago. But whenever we create the payment journal, it still shows that vendor as a payment method of check. Somebody mentioned that it could be because when the PO was created the vendor was under the check method and that's what AX is looking at, so until that PO runs out of funds it will continue to default to check. But that doesn't make sense to me, is that true?

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

    Yes,

    The method of payment is also stored on the PO header. You can eventually also change it on the PO header for future invoice postings.

  • kmccann2000 Profile Picture
    kmccann2000 14 on at

    Fantastic! I've found where the method of payment is stored on the PO and we are able to go in and edit it to update the payment method.

    Thank you so much!!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans