Hi community!
I am wondering if I can make sales invoices show different bank details according to the customer (and not currency/region etc).
Would anyone know how I would go about doing that?
Thanks,
Coralie
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From my point of view you need to do complex changes (to avoid an issue with user's mistakes like a manager forgot to select the right account number before ...)
- to have a field in the Sales Doc and to fill data based on demands (it may be linked with (and Def. data copy from.. {some place based on business-process description}) Responsibility center, Branch, Location, currency, etc.). If you create customer from Template, then you can add this field to both tables and validate data from Customer card.
+ Stefano wrote - you need to change a report
P.S. NAV has greate purchase&sales functionality, but sometimes simple points are missing - e.g. we have a purchase order from vendor and vendor has 2 or more bank accounts. Each time purchaser & accountant should call to the vendor and ask which account they need to use.. but it is enough to have 1 field only. A similar point with Sales part.
This can be achieved via a report customization. Not difficult to do. In your Sakes Invoice report you can read the customer and then print the bank details accordingly to your needs (I think you need a setup for customer or something similar).
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