Customer Vendor Information

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.

Customer Vendor Information

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.

Customer Vendor Information

By default, the fields are at the end of the grid, so scroll to the right to see the new fields:

Customer Vendor Information

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.

Customer Vendor Information



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!

6 replies
  1. Daniele
    Daniele says:

    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,

    Reply
    • André Arnaud de Calavon
      André Arnaud de Calavon says:

      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.

      Reply
  2. Christian Odogbo
    Christian Odogbo says:

    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.

    Reply

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