Default Method of Payment for all Vendors

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Posted on by Ramit Paul

22,797 Most Valuable Professional

Hi Experts,

I have a scenario and need your suggestion around this.

One of my client wants to default metjod of payment for all new vendors, means when they create a new vendor, method of payment will be defaulted (only one MOP, no other condition)

I know terms of payment can be defaulted from vendor group setup, however dont see anything related to MOP.

Any suggestion or configuration I am missing?

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Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

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Hi Ramit,

Like you mentioned, this function is not existed in standard and I think that it would be great if you can register this as an idea on experience.dynamics.com/ . I think it can be added on vendor group so we can delelage vendor method of payment on vendor group level. Please just provide a link if you create this as idea so we can vote for it.

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saurabh bharti 15,039 Moderator on at

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Hi Ramit,

You can use Record template and define this method of payment as default value , Make template as default template at the time of creation. You can even add more fields as defaults to be populated

exploredynamics365.home.blog/.../

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Ramit Paul 22,797 Most Valuable Professional on at

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Thanks Saurabh, I think I can pitch this to my customer.

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sandipdjadhav 18,306 on at

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Hello All,

So, do we have this functionality in newer version? I mean add the Payment Terms in Vendor Group and it will auto populate Payment Terms while creating the Vendor.

Thanks much

Sandip

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