Vendor and Customer Information on Voucher Transactions in D365 for Finance and Supply Chain

Posted on: April 28, 2020 | By: Christopher Rusing | Microsoft Dynamics AX/365

The feature management functionality of Dynamics 365 for Finance and Supply Chain allows system administrators to enable new functionality once your environment is updated. Microsoft is allowing each business the ability to choose which features they would like to enable for each environment and when. With so many new features being added with each release, I felt that it was necessary to highlight a specific feature that may provide you and your users a better experience. The new feature is called ‘Add Vendor ID, Vendor name, Customer ID, and Customer name to the Voucher transaction list page.’ The name does exactly what it says in that the fields mentioned are now available in the voucher transactions form. Below is a screenshot of the feature within the workspace.

Once this is enabled, this can be very useful from an auditing perspective as you can search for vouchers within a date range and for a main account. In the example below, I can easily find the customer responsible for the sales in 2016.

This could also be useful in generating reports to see sales related to certain customers and/or expenses related to vendors. If you are looking for additional information, please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817.

All the best!
Logan Consulting
www.loganconsulting.com



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