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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Custom vendor payment
Finance | Project Operations, Human Resources, ...
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Custom vendor payment

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Posted on by bankk 6,603
Hello:
Are all payment formats attached to Methods of payment by default setup to create CSV files? Today, when Generate payments is kicked out, a CSV is automatically generated and downloaded to the user's machine. Is it possible to bypass the file download altogether while allowing the Generate payments process to complete (e.g., set Payment status, Payment reference, etc)? Ultimately I would like to send this file electronically (SFTP drop) without user intervention. 
Thanks!
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    Custom vendor payment
    You're looking at either a customization, as mentioned in this thread - Export Vendor Payment file to SFTP (dynamics.com) - or a third-party treasury management app like SK Global or Kyriba to automate this process for you. 
  • bankk Profile Picture
    bankk 6,603 on at
    Custom vendor payment
    Billur,
    Are you be able to provide a bit more detail? Would that mean I'd setup a new Method of payment without selecting an export format, but then need a separate process to export the payment details? 
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,786 Most Valuable Professional on at
    Custom vendor payment
    Hi,
     
    No it won't. You need to setup a method of payment and not to select any export format.

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