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VENDOR BANK ACCOUNT

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Posted on by SILVIA RUIZ

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Hello!

I have a problem with the "Vendor Bank Account" form: the field "Bank account type" shows "checking account" in a predefined way, but I need another options for payments to different kinds of bank accounts.

Perharps someone knows if it is because a parameter or how can I activate this field so I can configurate another options for bank account types?

Thanks in advance for any help I can get.

Silvia Ruiz

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Ramit Paul 22,797 Most Valuable Professional on at

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Hi Silvia,

This is not allowed by design, if required, you need to do customize.

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SILVIA RUIZ 110 on at

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Thanks a lot! I was looking everywhere for a parameter

Regards,

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André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

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Hi Silvia,

The standard options will be available if you add an address on the bank account form with a country USA or SWE. The available options are restricted to country/region functionality.

USA: Savings account

SWE: Bankgirot account and Plusgirot account

If you need different bank account types, you can extend the enum BankAccountType with a customization.

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SILVIA RUIZ 110 on at

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Thanks a lot for your answer!

Actually I´m in Latinoamérica so we´ll have to customize our types of bank accounts

Kind regards,

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

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Hi SILVIA,

I have just tested in standard D365FO 10.0.24 (10.0.1084.94) and I've found that "checking account" == Checking account does not populate automatically any more with creating a new vendor bank account.

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SILVIA RUIZ 110 on at

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Thanks por yor answer! I confirmed that I have to customize this field based on all the answers

Best regards,

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