Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Finance forum / I want to have bank ac...
Finance forum
Suggested answer

I want to have bank account id in general journal lines using main account id reference.

(1) ShareShare
ReportReport
Posted on by 7

Summary - 

I have the main account id - 1740001009 and i want to display the bank account id related to it and assign it to the general journal lines for posting and the account type should be BANK and also other financial dimensions should be clubbed with it.

Need this on general journal  lines - 

/pastedimage1685622063621v2.png/

I am sending data like this from my custom form - 

/

Please let me know if anyone encountered this type of issues/customization.

  • Suggested answer
    Komi Siabi Profile Picture
    Komi Siabi 12,364 Super User on at
    I want to have bank account id in general journal lines using main account id reference.
    Hello ,
     
    From your custom form. 
    Can you confirm how the account record is been populated?
    We can not see the account type om the custom form, whether it is Bank or Ledger. 
     
     
    To achieve your customization, one way you should look at the BankAccountTable and see the relation with DimensionAttributeValueCombination.
  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 13,216 Super User on at
    I want to have bank account id in general journal lines using main account id reference.
    Changing to Finance Forum for better rach

Helpful resources

Quick Links

Community Spotlight of the Month

Kudos to Mohamed Amine Mahmoudi!

Blog subscriptions now enabled!

Follow your favorite blogs

TechTalk: How Dataverse and Microsoft Fabric powers ...

Explore the latest advancements in data export and integration within ...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 284,876 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,425 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,146

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans