How to create custom file format for method of payment for vendors.

(0) Share

Report

Posted on by Community Member

Hello All,

I don't have much experience in creation of method of payment for vendors hence wanted to ask how to create custom File format for method of payment for vendors.

Thanks in advance !!!

Categories:

Development / Customization / SDK

I have the same question (0)

All responses (10)

Answers (2)

Sort by

Verified answer

Satish Panwar 14,673 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi Amigup24,

if you notice on method of payment, when you select "export format" and open the drop down it shows you class that is being referenced against the export format. They all start with class "VendOutPaym".. for different formats different classes are used...

VendOutPaym_Cheque - For Cheque

VendOutPaym_NACHA - NACHA

VendOutPaym_Cheque_Payroll and so on. you can look at these class and create a custom export method.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi Amigup24,

Each of the file formats is represented by a class in the AOT. Each of those classes extend the class VendOutPaymRecord_NACHA. You could duplicate the existing class and customize according to your needs.

Please refer this blog for more details. It's for AX 2012, but you can using the same method for D365FO.

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report
Copy link

Link copied!

Hello Satish,

thanks a lot for your answer. It does resolve my query.

Cheers !!!!

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hello Ada Ding,

Thanks a lot for providing a detailed information. Just wanted to ask if some detailed information is available as to how can these classes be extended and customized to suit the client requirement.

I am also trying to figure out how these classes works for method of payment for vendor.

Thanks & Regards,

Amit Ashok Gupta.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hello Amit Ashok Gupta,

So far I haven't found detailed information available for D365FO. I will update here if I find something useful.

You can duplicate one of these class with a different name, extending the parent class (VendOutPaymRecord_NACHA), modifying the section requiring new values or formatting. When you create that new class, it will be added to the Export Format list.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Sure Ada Ding.

Thanks a ton for such useful information.

Was this reply helpful? Yes No
Suggested answer

Eugen Glasow 6,361 on at

Like (0)

Report
Copy link

Link copied!

This is not the proper way. You are supposed to create or derive a new electronic configuration. For NACHA, I created a few years ago a ER configuration from scratch instead of customizing anything in the X++ code.

Have a look at the screenshot, this is how the configuration may look like:

http://erconsult.eu/wp-content/uploads/2017/04/ER_Nacha.png

http://erconsult.eu/blog/electronic-reporting-er-cookbook/

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hello Ada Ding,

I created new class and did a full build but yet that class is not available to be selected for methods of payment.

Am I missing onto some vital step?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hello Eugen,

How were you able to bring the newly create class for Method of payment into the form. I did a full build but the newly created class is not available for selection as a method of payment setup.

Thanks !!!!

Was this reply helpful? Yes No
Suggested answer

Jie G Microsoft Employee on at

Like (1)

Report
Copy link

Link copied!

Hello,

After building the class successfully, we need set it up in the VendPaymMode Form.

1. Click the setup button;

2 In the "File formats for methods of payment" form, we can see the new created export format, and select it.

3. Now we can see the export format listed with the new created one.

Was this reply helpful? Yes No