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takumi ishioka

takumi ishioka

Joined: 9/14/2023

  • Issue with "Document" Field Not Retained When Importing JBA Format

    Fri, 13 Jun 2025 08:59:58 GMT – Dynamics 365 Finance – New 

    Select "JBA(JP) - Format A" for "Import format" in "Methods of payment".

    Specify any string for "Document" in the "Journal names" setting.

    After selecting the "Journal names" created in the Journal in "Customer payment journal" and importing the JBA format file in "Import payments", the "Document" field in the imported line is Blank.

    The string value set in “Document” in the "Journal names" screen is not retained.


    Since the "Document" field value is retained when creating records using the "New" button or when using the payment proposal, the same behavior is expected when creating records through payment import — the "Document" field should also be carried over.


    Regards,