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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to get the party n...
Finance | Project Operations, Human Resources, ...
Answered

How to get the party names which are involved in a Bank Transactions.

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Posted on by Harshit Tyagi 63
Hi, 
My requirement is to add party name field on the BankTrans form (cash & Bank Mana > Inquires & Reports > BankTransactions). If we go on Banktrans form & check its voucher on  LedgerTransVoucher form & then click on button AccountingSourceExplorer which navigates to AccoutingSourceExplorer form, their is a field called Party Name. I want the same field on BankTrans form. 
How can I get this, is this any way to get the party name using Voucher or from DirPartyTable using some relations. can anyone give any idea.
 
 
Thanks,
Harshit
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  • Verified answer
    GirishS Profile Picture
    GirishS 27,825 Moderator on at
    How to get the party names which are involved in a Bank Transactions.
    Hi Harshit,
     
    I think for this you need to create a display method.
    In the BankAccountTrans table there is a method named vendAccount and custAccount.
    From this method you will get AccountNum - You can add that AccountNum to VendTable or CustTable select statement and get the Party.
    Using that Party you can get the name from the DirPartyTable.
     
    Thanks,
    Girish S.
  • Harshit Tyagi Profile Picture
    Harshit Tyagi 63 on at
    How to get the party names which are involved in a Bank Transactions.
    Hi Girish,
    what if I want to add this partyName field in BankAccountTrans table. what is the best place to write that code because records already there I just need to create a field named partyname in BankAccountTrans  & inserting data into it. If I wrote code somewhere in init method or datasource init, that code runs everytime but I need to add data once in that field & then that code should run for newly created records only but not for the records where this partyName is already filled. (Do I need to give any kind of check if data inserted in that field or not before running that code or what would be the best way to approach this scenerio).
     
    Thanks,
    Harshit
  • Verified answer
    GirishS Profile Picture
    GirishS 27,825 Moderator on at
    How to get the party names which are involved in a Bank Transactions.
    Thats why I suggest you to add a display method for party name field.
    If you want to create new field and populate it you need to identify when the record get inserted into BankAccountTrans table. I would first try to add the code in insert method of BanckAccountTrans table through COC or event handler to populate the party name field.
    Also for existing records you need to write custom script to update the party name field.
     
    Thanks,
    Girish S.
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,811 Super User 2025 Season 2 on at
    How to get the party names which are involved in a Bank Transactions.
    Hi Harshit,
     
    I do concur with the suggestion from Girish. A display method would retrieve data from other tables, without storing redundant data in tables. You can then just present the party name and don't need to add additional coding to populate a particular field. The display method will have the actual data, even when the party name will be changed. 
  • Arun Maliwal Profile Picture
    Arun Maliwal 12 on at
    How to get the party names which are involved in a Bank Transactions.
    Hi Girish & Andre,
    yes, I have used display method already available in BankAccountTrans table & it fetched related party names correctly & it seems a good way to populate data from other tables
    using display method than storing same data again & also getting correct data even after updating values.
     
    Thanks,
    Harshit

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