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Copying a Custom Field from VendTrans to Vendor Payment Proposal in D365FO

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Posted on by charanch

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Hi All,

I have a requirement to add a new custom Enum field called Reconciliation Status (values: None, Reconciled, and Not Reconciled) to the Vendor Transactions form. Based on the invoice number, I need to bring the value of this field into the Reconciliation Status field on the Vendor Payment Proposal form.

Both forms have multiple data sources. From my analysis, I noticed that VendTrans is the primary data source for the Vendor Transactions form, while SpecTrans is the primary data source for the VendPaymProposalEdit form. I'm a bit confused about which data source I should extend and how to correctly fetch the value from VendTrans into the payment proposal.

I searched online but couldn't find anything relevant. Google AI suggested that the CustVendCreatePaymJournal_Vend class is responsible for copying data from Vendor Transactions to the Vendor Payment Proposal, but I'm not sure if that's the correct place to implement this customization.

Has anyone worked on a similar requirement or is familiar with this framework? Any guidance on the correct approach?

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Dynamics 365 Finance

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Subra 1,938 Super User 2026 Season 2 on at

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Hi

Please use find reference to find the exact class / Methods and you can use the debugging option to find the exact classes and methods as well.

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Subra

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CU-1234529-002 125 on at

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Hi

Instead of adding the Reconciliation Status field directly onto the Payment Proposal form's table/data source, we can write a display method that fetches the value from the VendTrans table (using the Invoice/RefRecId link) and shows it on the form as a computed/read-only field

Thanks,
Abishek

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André Arnaud de Cal... 306,651 Super User 2026 Season 2 on at

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Hi Charanch,

The mentioned class is indeed a starting point. Note that this is derived from the CustVendCreatePaymJournal class. You may need to use the debugger or trace parser to find the exact location where to hook in.

You mentioned the table SpecTrans. This is the table with a link between the journal line and selected vendor transactions for payment.

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