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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Changing the Customer&...
Microsoft Dynamics AX (Archived)

Changing the Customer's bank account

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Posted on by NAGA SIVA RAMA PRAS... 920

Hi Friends,

We have to change the main bank account of my one of the customers. 

What are the steps need to do before updating and after updating the bank account. 

Could you please help me out. Thanks in advance. 

Thanks&Regards,
Sai Nag

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  • Yohann Rolland Axcible Profile Picture
    Yohann Rolland Axcible 3,111 on at

    Hi friend,

    I don't see what is exactly your issue.

    Basically you just need to add another bank account in the Customer tab of the top of your form . Then in the payment defauts tab of the customer record you just need to update the preferred bank account.

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