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Dynamics 365 Community / Forums / Finance forum / Payment proposal
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Payment proposal

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Posted on by Community member 7
Have a nice afternoon!

We have only been using the system for a short time and have a question that unfortunately even our consultants were unable to answer.

Can I also have the IBAN/account number displayed in the payment proposal or just the selected bank details?

Thank you & kind regards
from Vienna
Categories:
Financial Management
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 20,819 Most Valuable Professional on at
    Payment proposal
    Hi,
     
    Please let us know if the answers got you some idea about the resolution as this is not in standard, however can be easily customized.
     
    Kindly verify the answers if that resolved your issue/question.
  • Verified answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 13,777 Most Valuable Professional on at
    Payment proposal
    Hi, 
     
    How do you smart code the bank account details. As a workaround of customization, you may fill with Iban or account number
  • Verified answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Payment proposal
    Hi,
    Your needs need to be implemented through custom development. If you don't have a developer, you can enlist the help of a Microsoft partner who will provide you with customized services. You can provide more details, such as business scenarios, so that the consultants can give you more detailed guidance.
    Best regards,
    Kevin
  • Verified answer
    Deepak Agarwal Profile Picture
    Deepak Agarwal 148 on at
    Payment proposal
    Hi Vienna,
     
    To achieve this there could be more than one way but all of them are using customization. You will not get this as out of box functionality. Let me know if you need more details on where to put your logic and all. 
  • Verified answer
    saurabh bharti Profile Picture
    saurabh bharti 15,025 Super User 2024 Season 2 on at
    Payment proposal
    Hi,
     
    I think you can not have this out of the box. 
  • Verified answer
    Ramit Paul Profile Picture
    Ramit Paul 20,819 Most Valuable Professional on at
    Payment proposal
    Hi,
     
    In payment proposal we can see vendor bank account, not number or iban, however this can be done with a small custom code, we did the same in one of the implementation recently.
     

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