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Microsoft Dynamics AX (Archived)

Bank Account name of a customer

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Posted on by 2

Hi,

how to get bank account name of a customer from custtransopen or Custtable. 

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Bank Account name of a customer

    Hi Zohan,

    Why do you need that and how do you plan to deal with situations where a customer has multiple bank accounts? Do you already know the bank account that will be used before the customer has made the payment?

    Best regards,

    Ludwig

  • Zohan Profile Picture
    2 on at
    RE: Bank Account name of a customer

    No there's no such any case occur in which i know the customer bank account

  • Suggested answer
    Mahmoud Hakim Profile Picture
    17,887 on at
    RE: Bank Account name of a customer

    customer bank account stored in CustBankAccount table, so if you need it you can write display method to retrieve based on your business logic.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Bank Account name of a customer

    Hi Zohan,

    Do you want to include this info in the custtransopen table or where and why you need that info?

    Best regards,

    Ludwig

  • Suggested answer
    Chaitanya Golla Profile Picture
    17,225 on at
    RE: Bank Account name of a customer

    Hi,

    You can use following code/job to get a bank account name of a customer either from custtransopen or custtable.

    static void AXC_BankAccount(Args _args)
    {
        CustTransOpen custTransOpen;
        CustTrans     custTrans;
        CustTable     custTable;
        CustBankAccount custBankAccount;
        
        // From CustTable
        while select custTable
            where custTable.AccountNum == "XYZ" // Specify customeraccount here
            join custBankAccount
            where custBankAccount.CustAccount == custTable.AccountNum
        {
            info(strFmt("BankType: %1, Bank account Name: %1", custBankAccount.BankAccountType, custBankAccount.Name));
        }
            
        // From CustTransOpen
        while select custTransOpen
            join custTrans
            where custTransOpen.AccountNum == custTrans.AccountNum
            && custTransOpen.RefRecId == custTrans.RecId
            join custTable
            where custTable.AccountNum == custTrans.AccountNum
            && custTable.AccountNum == "XYZ" // Specify customeraccount here
            join custBankAccount
            where custBankAccount.CustAccount == custTable.AccountNum
        {
            info(strFmt("BankType: %1, Bank account Name: %1", custBankAccount.BankAccountType, custBankAccount.Name));
        }
    }

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