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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to make Payment re...
Microsoft Dynamics AX (Archived)

How to make Payment reference a mandatory entry while posting Ledger transactions.

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Posted on by Community Member

Dear Microsoft Community,

I wish to ask the experienced users of Dynamics AX if they know how to make Payment Reference a mandatory field and entry when posting General Ledger transactions. I wish to restrict transactions being posted without some details filled in within the "Payment Reference" field. ? How may i go about doing that? I mainly require it within the Bank Module, while posting Bank Transactions, I wish to make the Payment Reference Field a Mandatory requirement, and the user should not be able to post a transaction without filling in some details within the Payment Reference field. 

Any help in this regard would be highly appreciated. 

Thank you 

Kind regards

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  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    If you record customer or vendor payments then you can make the payment reference field manadtory simply by activating the following parameter

    7444.mop.png

    For any other transaction that does not related or use a method of payment, the payment reference field is not manadatory and you would have to implement a system modification to make it mandatory.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Dear Dr.Ludwig,

    Thank you once again for your assistance in this regard.  I have implemented the directions you had instructed and have managed to set Payment Reference as a mandatory field while posting Journals.

    But, by doing so I have faced a new dilemma, that is , since Payment Reference is directly linked to the Method of Payment field, which is an optional field while posting journals, If someone forgets to fill in the Method of Payment field, then the software allows them to post the Journal without the payment reference field as well.

    My question would be, how do I make the " Method of Payment" a mandatory field of input while posting Journals please.

    Looking forward to your insight.

    thank you

    kind regards

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello ZoheibM,

    If you want to generate a payment file in a payment journal you need a method of payment selected. There is no way around that. Through this way you have the mandatory setting.

    However, if you are not generating payments/payment files and just need the payment journal for posting purposes, you are right that people can forget entering the method of payment. There are only two possibilities how to overcome this. The first option is to use a workflow where you explicity ask/verify that the method of payment is filled before posting the journal. The other option is to implement a system modification and make this field mandatory.

    Best regards,

    Ludwig

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