Switching vendor when raising purchase quote but the pay to vendor (bank details) was not updated

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Posted on by VL-17090409-0

Hi team,

We're encountering an issue where users are accidentally raising Purchase Quotes (PQs) under the wrong vendor. After switching to the correct vendor, BC prompts users to update payment and bank details. Unfortunately, the default is "no," and many users unintentionally click "no," leading to incorrect payments.

To prevent this, could we disable this prompt for switching vendors in PQs? It seems unnecessary to ask users to confirm vendor details when they've already selected the correct vendor.

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Dynamics 365 Business Central

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Jun Wang 7,443 Super User 2024 Season 2 on at

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Switching vendor when raising purchase quote but the pay to vendor (bank details) was not updated

BC always prompts user to confirm changing on vendor or customer. Personal opinion, this prompt helps user to ensure the change is correct.
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gdrenteria 12,290 Most Valuable Professional on at

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Switching vendor when raising purchase quote but the pay to vendor (bank details) was not updated

Hi

You could subscribe to this event and always confirm the answer

Best

GR