Customer and vendor information on voucher transactions form
Many times, I got or read a question if it is possible to have the customer account or name on voucher transactions. The same applies to vendor information. In this blog, I will tell you how you can get this information in your environment.
2020 Release wave 1
The opening in this blog might look like this would be a mystery to achieve, but actually this feature is part of the 2020 release wave 1. You can read about the announcement here. In a preview of Microsoft Dynamics 365 version 10.0.9 you can find this feature. To be able to use it, you have to enable it using the Feature management.
On the feature management form, search for the option ‘Add Vendor ID, Vendor name, Customer ID, and Customer name to the Voucher transaction list page‘. When you have selected this record, click on the button Enable now which is located on the bottom-right of this page.
When you have enabled this feature, you can directly go to the Voucher transactions form and use the new added information.
By default, the fields are at the end of the grid, so scroll to the right to see the new fields:
It is good to know that the information is not directly stored on the table which contains the ledger transactions. The information is only displayed on the form, so you can’t filter or search for specific values. As workaround, you can export the information to Excel and do some additional analysis.
There is more
According to your requirements, you can hide columns which you are not using. E.g. you can hide the Vendor fields if you don’t need them. If you also enable the feature for Saved views, you can make multiple views for this form using e.g. the customer, vendor or ledger only view which can then show or hide several columns.
I do hope you liked this post and will add value for you in your daily work as a professional. If you have related questions or feedback, don’t hesitate to use the Comment feature below.
That’s all for now. Till next time!
Image by Gerd Altmann from Pixabay
Chenspec on Pixabay
Image by Gerd Altmann from Pixabay
Image by Gerd Altmann from Pixabay
Thanks for sharing.
Hi Andrè,
very useful tip indeed. thanks for sharing.
One question:
is this now possible thanks to the ONE VOUCHER feature just implemented in the latest releases of D365 ?
since as we all now in early times it was possible to have multiple customers/vendors linked to the same voucher..
Thanks and regards,
Hi Daniele,
Good question! The one voucher for sure is a prerequisite for this. In the past, at a customer, we did create a custom report for this. But we had more details then which slowed down the performance. At that time, we decided to mark the column value with “{multiple}” in case it could not be traced back to a single customer.
Thanks for reading my blog.
Useful info Andre, Thanks!
Thanks for sharing Andre.
I am currently taking MB-300. I am looking for any material that can help me ace the exam.
Thanks.
Chris.
Hi Christian,
Thanks for your reply. Your question is not related to this blog topic, but let me share a link with options how to prepare for this exam: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-300
On this page, you find two option to get prepared for this exam. Also it will list the skills being measured during the exam.
can we get the same information in Dynamics AX2012.
Hi Yasir,
There is no effort from Microsoft expected to add it to the standard in AX2012. It would require a customization to get it in AX2012. Probably, the functionality can be backported by a developer.