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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / PurchTable Form needs ...
Supply chain | Supply Chain Management, Commerce
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PurchTable Form needs payment details

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Posted on by faiz7049 1,915
Hi Experts,
 
Customer requirement is to get vendor payment details like Paid Full, Paid Partial or Not Paid on PurchTable Form.
 
Can you please guide me how to get this.
 
Purchase order Vendor account Vendor name Approval status Purchase order status Payment Status
PO-022656 101777 ABC Confirmed Open order Paid Full 
PO-022655 101388 XYZ Confirmed Open order Paid Partial
PO-022649 101698 AABB Confirmed Open order Not Paid
 
Thanks,
Faiz
  • faiz7049 Profile Picture
    faiz7049 1,915 on at
    PurchTable Form needs payment details
    Hi Experts,
     
    I have link vendor to employee as given below in "Employee responsible". So once payment is posted customer want to get email notification to assigned employee in "Employee responsible"
     
  • faiz7049 Profile Picture
    faiz7049 1,915 on at
    PurchTable Form needs payment details
    Hi Experts,
     
    Customer requirement has changed. There are some vendors belong to consumables as below. Customer wants to follow up with vendor once vendor payment is done. They want alert email notification to specific user email.
     
    Please guide me.
     
     
    Site Vendor account Vendor name Local/ Foreign 
    JEDDAH  100281 MOHAMMED A. AL-MUTLAQ SONS CO. Foreign
    JEDDAH 200427 VFK HEAD CORP. Local
    JEDDAH 200619 PITAC TECHNOLOGY CO., LTD. Local
    JEDDAH 200571 GIUGNI S.R.L. Foreign
    JEDDAH 200632 AL GHWASA TECHNICAL EQUIPMENT TRADING LLC Foreign
     
    Thanks,
    Faiz
  • Jesús García Profile Picture
    Jesús García 297 on at
    PurchTable Form needs payment details
    Hi faiz7049!
    First of all, I would create a numbered type item where I would indicate the status of the payment (full payment, partial payment, not paid, etc). Taking this for granted, I understand that if the purchase order status field is invoiced, it is because all its lines have been delivered and invoiced, so it would be linked to the Payment complete case. Regarding the other two, if the purchase order is in open status and inside it has, for example, 5 invoiced lines, 2 delivered and 4 open, I understand that a partial payment has been made. And finally, if all lines are open or delivered, no payment was made. Now that we are clear about the relationship between the order and this new field, we can do two things in the form:
    - add a new field to the purchtable table of type enum and, every time there is a modification in the order, check if this status has to be changed.
    - add a display to the form where the method linked to the field will show a state of the enum field depending on how the purchase order is at that moment (for me this is the easiest and quickest solution to do, but I understand that the other one allows to filter and keep information).
     

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