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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Print Checks In Order ...
Microsoft Dynamics NAV (Archived)

Print Checks In Order by Vendor Name

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Posted on by Community Member

Hello all,

We have had a request by our accounts payable dept to have checks print in order by vendor name.  We have a custom field titled "Name" in the Gen.Journal Line table and a key that lets us sort by vendor name.  This field and the sort then shows in the payments journal.  However, the checks run in order by vendor number even if the lines are sorted by vendor name. 

Has anyone done this in their company? 

Nav 2009 r2/Classic client

Thank you for ideas and suggestions.

JNM

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  • Community Member Profile Picture
    Community Member on at

    I don't believe it's printing by vendor number on purpose.  That's the order the journal was entered.

    If you enter a few checks manually in some random vendor number order, it will print in the order your enter them.  Therefore , probably using the field "Line No" to determine it's print order.

    So I'm guessing you are using the suggest payment report which is populating the payment journal in vendor no order.  And once it's already in there you are then trying to sort.  But if it's going off of "line no" that's "no" does not change even with your sort.  So you will have to attack the suggest payment report.

    If you look at the suggest vendor payments report - the DataItemTableView property = SORTING(No.)

  • Community Member Profile Picture
    Community Member on at

    Thank you - It is running the checks from the "Line No".  I tried changing the DataItem TableView property = SORTING(Name), but it still is populating the journal by Vendor No.  

  • Community Member Profile Picture
    Community Member on at

    I never said adjusting that report would be easy.  It would be nice if change that proprty solved the issue.

    you have to study the report and understand what it's doing & then figure out where & how it's populating the table.  it could be the part that says:

    GetVendLedgEntries(Positive : Boolean;Future : Boolean)

    VendLedgEntry.RESET;

    VendLedgEntry.SETCURRENTKEY("Vendor No.",Open,Positive,"Due Date");

    for all I know - I haven't tested it,  But that key obviously starts with the vendor no.

    You might have to create a new key where vendor no is changed by name.

    You also have to make sure that this Name field is unique and remains unique.

    Then test test test.

    We run a custom report in vendor name order where the payables manager selects from the report which they need to pay and then enters those manually into the journal.  That's why it's something we never changed personally, but I can understand how annoying it would be pulling the paperwork from file cabinets when there is no particular order.

  • Community Member Profile Picture
    Community Member on at

    Thank you again - I will have to check into it deeper.  Setting the name field to be unique won't be a good option.  The reason for the order is as you've listed - filing purposes.  Maybe someday we can get to the point were we're paperless...  The report option is food for thought for now..just run the journal, export to Excel, sort and then rekey back in.

  • Community Member Profile Picture
    Community Member on at

    Well the vendor number is unique, which keeps that vendors entries together.  If you were to modify the report with a non unique field you might accidentally merge some accounts and it's propbably not what you would like to do.

    If the report is too complicated for you to handle the change - you can always contact your Nav partner and get a quote to see how much the fix will be.  The amount of time saved will probably be worth the cost.

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