Update Document type in Vendor ledger entries

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Posted on by VG-12111806-0

Hi,

We are Business central!

there was a vendor payment made and applied to an invoice. But the docuemtn type is BLANK instead of payment when i checked in the Vendor ledger entries. These payments hence are not identified and not getting reported in 1099 information.

is there a way where i can update the BANL as 'PAYMENT' .

thanks

Vijaya

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Dynamics 365 Business Central

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Ramiz 589 on at

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Update Document type in Vendor ledger entries

Hi,

You can use this data editor tool to update the missing document type.

https://github.com/Drakonian/data-editor-for-bc/tree/master?tab=readme-ov-file
VG-12111806-0 74 on at

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Update Document type in Vendor ledger entries

Thank you for all your replies.

1. User has not picked the document type, thats the issue. Hence wanted a way out to populate document type -Payment on those postd entries.

2. Not all wil have access or capacity to use AL. Hence wanted to check if there could be any other easier way to just update the document type as payment.

3. Thank you ZHU for your links, but it too techincally invasive for users to deploy tht solution, SHould you have any earier and front end method/ tool to update the document type, I will appreciate it.

4. I donot want to unapply, cancel and recreate a payment docu and identify doc type , reapply , reconcile and post . This method is OK for 1 or 2 docuemnts. but for multiple entries might not be possible as this can un necessarily cause extra work and re auditing n stuff.

thanks all once again!!

vijaya
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YUN ZHU 83,249 Super User 2025 Season 1 on at

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Update Document type in Vendor ledger entries

Hi, hope the following helps as well.

Dynamics 365 Business Central: Can we insert/modify/delete posted data (Posted Documents & Posted Entries) via AL???

https://yzhums.com/54657/

Dynamics 365 Business Central: How to add directly editable fields to Vendor Ledger Entries

https://yzhums.com/57622/

Thanks.

ZHU
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Yi Yong 2,060 Super User 2025 Season 1 on at

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Update Document type in Vendor ledger entries

Hello,

As mentioned by Valentin, you will need to reverse and post a new payment with the correct document type or you could get the partner to patch it.
Ramesh Kumar 4,431 on at

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Update Document type in Vendor ledger entries

I just checked, and by default, it is set to Payment. However, you need to select the appropriate document type based on the requirement, and it will reflect correctly once posted.

If this helped you, please check the box Does this answer your question?
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Ahmad Subhani 144 on at

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Update Document type in Vendor ledger entries

At the time of Payment journal you have to specify the Document Type.
If you will specify then it will come

In my case, the payment type will come automatically when i open the Payment Journal.

This is what is coming in the BC
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Valentin Castravet 28,147 Super User 2025 Season 1 on at

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Update Document type in Vendor ledger entries

You can reverse the payment and create it again but this time select the document type as payment.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/