Finance | Project Operations, Human Resources, ...

How to add Party type in Vendor List ?

(0) Share

Report

Posted on by Teevo

312

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

All responses (8)

Answers (0)

Suggested answer

Bharani Preetham Pe... 3,587 Super User 2024 Season 1 on at

Like (0)

Report

How to add Party type in Vendor List ?

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.
Teevo 312 on at

Like (0)

Report

How to add Party type in Vendor List ?

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 ?
Hana Xue Microsoft Employee on at

Like (0)

Report

How to add Party type in Vendor List ?

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
Suggested answer

Hana Xue Microsoft Employee on at

Like (2)

Report

How to add Party type in Vendor List ?

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
Suggested answer

Waed Ayyad 6,532 Super User 2024 Season 2 on at

Like (2)

Report

How to add Party type in Vendor List ?

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

saurabh bharti 15,029 Super User 2024 Season 2 on at

Like (2)

Report

How to add Party type in Vendor List ?

Hi Teevo,

Unfortunately you have to customize this.
Suggested answer

Mohamed Amine Mahmoudi 10,389 Super User 2024 Season 2 on at

Like (1)

Report

How to add Party type in Vendor List ?

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

Anthony Blake 2,201 Super User 2024 Season 2 on at

Like (2)

Report

How to add Party type in Vendor List ?

Its a handled in code, you would need a developer to add it to the form as a display method:

How to add Party type in Vendor List ?

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Meet the Top 10 leaders for December!

Get Started Blogging in the Community

Leaderboard

Featured topics

Product updates

How to add Party type in Vendor List ?

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Meet the Top 10 leaders for December!

Get Started Blogging in the Community

Subscribe to this forum!

Select categories

Leaderboard

Featured topics

Product updates