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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
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
STATUS DETAILS
Needs Votes
Comments
deposit slip should also be added to the data entities so it can be set during import.
Category: Data Management