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Setup page · Accounts payable

Form setup

A basic Accounts payable setup page for vendor-related documents.

Used by
Accounts payable manager, Auditor, Accounting manager and 1 more role
Business process
Record supplier invoices in Dynamics 365 Finance
Menu item
VendFormletterParameters
Main table
VendFormletterParameters
Data entity
PurchFormletterProductReceiptFormPrintingConfigurationEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA basic Accounts payable setup page for vendor-related documents.
What you do hereUsed to define the format of documents related to vendors that the organization uses to track receipts from vendors and enter reasons for payments to vendors.
Example—
Form setup page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processManage accounts payable › Process supplier invoices › Record supplier invoices in Dynamics 365 Finance
Menu pathAccounts payable › Setup › Forms › Form setup
Set up first—
Used next by—
Related pagesForm notes Microsoft Learn ↗Form sorting parameters Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Form setup1 screen

Define the format of the vendor-related documents the organization uses to track receipts from vendors and record reasons for payments to vendors.

  1. Screen 1

    Set the purchase order form options

    Go to Accounts payable > Setup > Forms > Form setup, General tab

    1. Open the General tab
    2. Set Totals, Sales tax specification and Separate tax exempt balance in forms
    3. Select Save
    1TotalsFirst
    2Sales tax specificationNone
    3Separate tax exempt balance in formsNo
    Set the purchase order form options (zoomed on the outlined fields)
    Show the full screenSet the purchase order form options
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Totals—FirstTotalsFirstLastPage
Sales tax specification—None—
Separate tax exempt balance in forms—No—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Form setup——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemVendFormletterParameters Checked in Dynamics 365
FormVendFormletterParameters Checked in Dynamics 365
TableVendFormletterParametersShown as “Vendor, form parameters” in Record infoChecked in Dynamics 365
Data entitiesPurchFormletterProductReceiptFormPrintingConfigurationEntityProduct receipt form printing configurations Microsoft data model ↗PurchFormletterPurchaseAgreementFormPrintingConfigurationEntityPurchase agreement form printing configurations Microsoft data model ↗PurchFormletterPurchaseInquiryFormPrintingConfigurationEntityPurchase inquiry form printing configurations Microsoft data model ↗PurchFormletterPurchaseOrderFormPrintingConfigurationEntityPurchase order form printing configurations Microsoft data model ↗PurchFormletterPurchaseRequisitionFormPrintingConfigurationEntityPurchase requisition form printing configurations Microsoft data model ↗PurchFormletterRequestForQuotationFormPrintingConfigurationEntityRequest for quotation form printing configurations Microsoft data model ↗PurchFormletterWarehouseReceiptListFormPrintingConfigurationEntityReceipt list form printing configurations Microsoft data model ↗VendFormletterVendorFacingFormPrintingConfigurationEntityVendor facing form printing configurations Microsoft data model ↗VendFormletterVendorInvoiceFormPrintingConfigurationEntityVendor invoice form printing configurations Microsoft data model ↗VendorFormSetupEntityVendor, form parameters Microsoft data model ↗
Who can open itPrivilegesMaintain report configuration for purchase order-related reports VendFormletterParametersMaintainView report configuration for purchase order-related reports VendFormletterParametersViewDutiesInquire into invoice and payment policies VendInvoiceInvoicePaymentPoliciesInquirEnable invoice and payment process VendInvoiceInvoicePaymentProcessEnable
4 security rolesAuditor AuditPolicyManagerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorAccounts payable manager VendInvoiceAccountsPayableManager
Checked in Dynamics 365
Actions on the page—

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=VendFormletterParameters
Integrate withPurchFormletterProductReceiptFormPrintingConfigurationEntity data entity Microsoft data model ↗
Table definitionVendFormletterParameters columns and relations Microsoft data model ↗

Everyone

8Sources and checks