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Vendor Account Name field

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Posted on by LC-20061629-0

Hello, I am at a new company, and the vendor invoice journal does not have the option to add the Vendor Account NAME to the invoice journal.

The field Vendor Account (vendor number) is available, but the vendor account name is NOT an option. Any ideas on why, and how we add it?

Also, I've noticed numerous fields do not allow a filter, when there is no reason why there shouldn't be a filter. Again, anyone know why?

Thank you.

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Dynamics 365 general

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Martin Dráb 237,987 Most Valuable Professional on at

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Which D365 product is it about? F&O? When not asking in a specific forum, you need to mention what it's about.

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DAnny3211 11,397 on at

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Hi,

Thanks for your question! The issue you're encountering—where the Vendor Account Name is not available in the Vendor Invoice Journal—is likely due to how the data model is structured in Dynamics 365 Finance and Operations.

Here are a few insights and suggestions:

Vendor Account Name is in a Related Table: The Vendor Account Name is typically stored in the Vendor master table (e.g., VendTable), not directly in the VendInvoiceJournal table. To display it in the journal or reports, you’ll need to join or extend the data source to include fields from VendTable.

Customizing the Journal Form or Report:

If you're customizing a report or form, you can add a display method or use a data source join to pull the vendor name.

In SSRS reports or Power BI, you can link the vendor number to the vendor table to retrieve the name.

Filtering Limitations: Some fields may not support filtering due to:

Being calculated or display methods

Not indexed in the database

UI limitations in the journal form

You can often work around this by using advanced filters or customizing the form to make the field filterable.

Check Personalization and Security Roles: Sometimes, fields are hidden due to personalization settings or security roles. Make sure the user has access to view extended fields.

Let me know if this helps, and please mark the response as helpful if it answered your question.

Best regards!

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