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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Vendor Name in the Ban...
Microsoft Dynamics SL (Archived)

Vendor Name in the Bank Reconciliation Screen

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Posted on by Cynthia Audain 1,348

Hi

I have an issue where after upgrading to Dynamics 2015, I realized that the vendor remittance name, instead of the vendor main name is appearing in the Bank Reconciliation screen, as well as in the AP screens.

However, it is presenting more of a concern in the Cash Manager, Reconciliation screen when the user is doing their reconciliation.  In Dynamics 7.0 they were able to see the Vendor name and that was more convenient for them on doing the reconciliation.

Is there a simple way that I could get the vendor main name to appear on that screen, especially since that functionality was available in past versions?  I suspect that a customization will be needed.   However, I am not a programmer so if I could be pointed in the right direction, it will be greatly appreciated.

Thanks in advance.

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  • Suggested answer
    Butch Adams Profile Picture
    Butch Adams 4,763 on at

    Lisa,

    The customization you describe is possible. Your Dynamics partner should be able to either step you through it or do it for you. 

    When you bring up the check reconciliation dialog to clear your checks, you should be able to put it into customization mode with ctrl-alt-C and then hit F6 to start a little wizard to add the field. This is the part you might want someone showing you what to do along each step.

  • Verified answer
    Cynthia Audain Profile Picture
    Cynthia Audain 1,348 on at

    Hi Butch

    I have done some simple customization in the past.  However, I am not a programmer and I am wondering if this customization will require some coding.  On going into the wizard I am not seeing a vendor name field that I could simply bring in as a text box.  So my guess that this customization will require coding?

    I think the major problem here, is that the user was able to see the vendor name in the bank reconciliation screen in Dynamics 7 but now in 2015 they are now only seeing the remittance names.  Both their vendor name and their remittance names are different and they want the vendor name to appear on that screen.

    Regards

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