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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to add Party type in Vendor List ?

(0) ShareShare
ReportReport
Posted on by 395
Hi guys,
 
I'm wondering, as a user (not developer) can we add Party type to the list of Vendors ?
I'm referring to this info in Vendor's detail :
 
I want to put it outside, in the grid of  All vendors list -> Accounts payable > Vendors > All vendors,
however I cannot find the field in Insert columns.
I don't think it is one of this :
As I tried, none of them give me the Party type.
 
Thanks
 
 
 
I have the same question (0)
  • Suggested answer
    Anthony Blake Profile Picture
    2,963 Super User 2025 Season 2 on at
    Its a handled in code, you would need a developer to add it to the form as a display method:
     
     
     
     
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    26,396 Super User 2025 Season 2 on at
    Hi @Teevo,
     
    there is no field to store the party type in the vendor table.
    so i think we need to do some customization and add a display method in the grid. 
     
    Best regards,
    Mohamed Amine MAHMOUDI
  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at
    Hi Teevo,
     
    Unfortunately you have to customize this.
  • Suggested answer
    Waed Ayyad Profile Picture
    9,039 Super User 2025 Season 2 on at
    Hi,
     
    You can do it through customization by creating a new Display method and use it on the list page, but keep in mind that will affect the performance of the list page.
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
     
  • Suggested answer
    Hana Xue Profile Picture
    Microsoft Employee on at
    Hi,
    As everyone said, if there is no field you need in the insert column, you need to customize it to meet your needs. You can refer to the link below:
    Create and work with custom fields - Finance & Operations | Dynamics 365 | Microsoft Learn
    https://d365ffo.com/2021/07/07/ax-d365fo-create-a-form-display-method-by-example/
    Best Regards,
    Hana
  • Hana Xue Profile Picture
    Microsoft Employee on at
    Hi,
    Based on a lot of people responding to this, if the answer below is helpful, please mark it as verified to help more people.
    Best Regards,
    Hana

     
  • Teevo Profile Picture
    395 on at
    Sorry for late response, but my intention after add it into the grid is later user can filter it.
    So, I think adding display method will not help in this case, doesn't it ?
  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    3,634 Moderator on at
    You are right. A display method doesn't have capability to filter. Let's say if you need to get Person type vendors the developer needs to add a outer join with DirPerson and set it as a field in list page. Then you will get filter capability. But again organisation type is stored in different table. So again you need 2 fields for retrieving one party type. 
     
    In other case you can add a filter in the top of list page and give these lookup either person or organisation and then filter the below listpage. I would go with 2nd solution.

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…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 565 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 450 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 250 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans