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On D365 for operations – Application version: 7.3.11971.56116, Platform version: 7.0.4709.41162 – When a Vendor is setup with Bank account and Method of payment and the same Vendor is used in GL Journal to post an Invoice transaction – The Method of payment and Third party bank account (on the Payment tab) are filled in automatically based on the Vendor account.
But when we use Data management – Import to import General Journal lines (using “General Journal” entity/LedgerJournalEntity) and the excel does not have the information for Method of payment and Bank account – this information is not filled in automatically when the Journal is imported.

ACTUAL RESULTS – Method of Payment is blank on this imported journal. And if we click on Record Info – Display all fields, Third-party bank account is also blank.
EXPECTED RESULTS – Method of payment and Third party bank account should be filled in automatically based on the Vendor master when we use DMF to import the Journal.

Thanks
Category: Data Management
STATUS DETAILS
Needs Votes

Comments

S

deposit slip should also be added to the data entities so it can be set during import.

Category: Data Management