Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Procure to pay journey...
Small and medium business | Business Central, N...
Suggested answer

Procure to pay journey list page

(1) ShareShare
ReportReport
Posted on by Pragya752 210
We have a requirement where client wants to have a procure to pay entities and all in between events like approval of PO, GL entries, release and reopen,etc on same list page, so it starts from PO and there are about 40 fields which has to capture all essential events that occurs in between Procure to pay. Client doesn't want rdlc report and wants a list page only. What will be the best approach and feasibility.
 
Also, in case of multiple Purchase receipts against the same PO, receipts line should repeat and all other info related to PO should stay same. 
Categories:
Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    Procure to pay journey list page
    Agree with Khushbu, just create a list page with all the fields.
    Then you can use Analysis mode to let customers analyze the data themselves.
    PS: Business Central 2024 wave 2 (BC25): Experience enhancements to analysis assist with Copilot
     
    Thanks.
    ZHU
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 4,598 on at
    Procure to pay journey list page

    I had a similar requirement in the past. I created a simple list page that stored essential information regarding vendors, vendor bank accounts, purchase orders, and bank account, incorporating around 120 fields in both the table and the page.

    In the codeunit, I wrote code to assign values. Additionally, I created an action on the payment journal that allows users to run the action before posting payments. You can also combine both actions: first export the data and then post it.

    By following this approach, you might find valuable insights for your current project.

  • Suggested answer
    gdrenteria Profile Picture
    gdrenteria 12,181 Most Valuable Professional on at
    Procure to pay journey list page
    Hi
    Currently, there are several tools in addition to the RDL reports to exploit the information that could best fit your requirement.
    Like these two for example
    Best
    GR

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans