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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Check Layout per Bank ...
Small and medium business | Business Central, N...
Suggested answer

Check Layout per Bank Account

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ReportReport
Posted on by Datex 5

Hello,

Does anyone know how to configure the report layout for a check to dynamically populate the bank information on a common check form?  I'm also willing to create custom layouts per bank...just need to know how to link them to the appropriate bank account.

Thanks!

  • Suggested answer
    Hikaru Profile Picture
    Hikaru 6 on at
    Check Layout per Bank Account
    My conclusion on this issue is no standard configuration to select check format per bank. I extended another Print Check button on Payment Journal using Check Print ID on Bank Account Card by AL. This is comparatively common requirement at mid-small size companies. I wish this would be handled in standard.
    pageextension 60101 ExtPaymentJournal extends "Payment Journal"
    {
        actions
        {
            addafter(PrintCheck)
            {
                action(PrintCheckB)
                {
                    AccessByPermission = TableData "Check Ledger Entry" = R;
                    ApplicationArea = Basic, Suite;
                    Caption = 'Print Check';
                    Ellipsis = true;
                    Image = PrintCheck;
                    ToolTip = 'Prepare to print the check. Only one Bank Account is available per Batch';
     
                    trigger OnAction()
                    var
                        GenJournalLine: Record "Gen. Journal Line";
                        DocumentPrint: Codeunit "Document-Print";
                        ReportID: integer;
                        BankAccount: record "Bank Account";
                    begin
                        GenJournalLine.Reset();
                        GenJournalLine.Copy(Rec);
                        GenJournalLine.SetRange("Journal Template Name", Rec."Journal Template Name");
                        GenJournalLine.SetRange("Journal Batch Name", Rec."Journal Batch Name");
                        if (GenJournalLine.FindFirst()) then begin
                            if (GenJournalLine."Bal. Account Type" <> GenJournalLine."Bal. Account Type"::"Bank Account") then begin
                                Error('Bal. Account Type has to be Bank Account for this option');
                            end;
                            BankAccount.Reset();
                            BankAccount.SetRange("No.", GenJournalLine."Bal. Account No.");
     
                            if (BankAccount.FindFirst()) then begin
                                ReportID := BankAccount."Check Report ID"
                            end;
                            if (ReportID = 0) Then begin
                                Error('Bank Account %1 has no value on Print Check ID', GenJournalLine."Bal. Account No.");
                            end;
                        end;
                        Report.Run(ReportID, true, false, GenJournalLine);
                        CODEUNIT.Run(CODEUNIT::"Adjust Gen. Journal Balance", Rec);
                    end;
                }
            }
            addafter(PrintCheck_Promoted)
            {
                actionref(PrintCheckB_Promoted; PrintCheckB)
                {
                }
            }
     
        }
    }
  • Hikaru Profile Picture
    Hikaru 6 on at
    Check Layout per Bank Account
    Hi I have the same issue that my user needs to set check format per bank account. Not like other report format, check requires different Report ID depends on the combination of stub and check part. (check/stub/stub, stub/check/stub or stub/stub/check)
    I wonder if we can use Check Report ID field on Bank Account Card. It looks that system would call format per bank account when issue check on Payment Journal. But I have not made it. Please advise if anyone can help.
     
  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Check Layout per Bank Account

    Hello,

    I am sure there is out there a bit more from partner community, but this may help already:

    docs.microsoft.com/.../devenv-howto-rdl-report-layout

    Thanks.

  • Datex Profile Picture
    Datex 5 on at
    RE: Check Layout per Bank Account

    Thanks for the reply, Josh.  Are there any tutorials you know of that outline how to add a field from the bank account table to the report?  I have the RDLC and tried adding the 'name' field in the report code behind, but that was rejected once I ran the report in BC.    

  • Suggested answer
    JAngle Profile Picture
    JAngle 46 on at
    RE: Check Layout per Bank Account

    Right now report extensibility isn’t ready. It is coming though. You will need to acquire a copy of the existing report base code and then add fields from the bank account table to the report. That should give you the dynamic style you need with one layout.

    If a layout per is needed then check out a video by Erik Hougaard https://youtu.be/hPMWTToSO1A

  • Datex Profile Picture
    Datex 5 on at
    RE: Check Layout per Bank Account

    UPDATE - I'm able to get the Transit No and Account No, but I cannot find the field linked to the Bank Name (designing in RDLC).  Thanks.

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