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Setup page · Accounts receivable

Payment format code sets

Microsoft does not describe this page yet.

Used by
Auditor, Accounting manager, Accounting supervisor and 2 more roles
Business process
Define customer payment processes in Dynamics 365 Finance
Menu item
PaymentFormatCodeSets_W
Main table
PaymentFormatCodeSets_W
Data entity
PaymentFormatCodeEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it is—
What you do here—
Example—
Payment format code sets 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 processDevelop sales policies › Define accounts receivable strategy › Define customer payment processes in Dynamics 365 Finance
Menu pathAccounts receivable › Payments setup › Payment format code sets
Set up first—
Used next by—
Related pages—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Payment format code sets1 screen

  1. Screen 1

    Create the payment format code

    Go to Accounts receivable > Payments setup > Payment format code sets

    1. Select New
    2. Choose the type, then enter the code and description
    1CodeBEAT
    TypeService level
    DescriptionSynthetic only - not bank approved
    Create the payment format code (zoomed on the outlined fields)
    Show the full screenCreate the payment format code
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Type—Service levelType
Code—BEATCode
Description—Synthetic only - not bank approvedDescription

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Payment format code sets——

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 itemPaymentFormatCodeSets_W Checked in Dynamics 365
FormPaymentFormatCodeSets_W Checked in Dynamics 365
TablePaymentFormatCodeSets_WShown as “Payment format code sets” in Record infoKey field: RecIdChecked in Dynamics 365
Data entitiesPaymentFormatCodeEntityPayment format code sets Microsoft data model ↗
Who can open itPrivilegesMaintain vendor methods of payment VendPaymModeMaintainView vendor methods of payment VendPaymModeViewDutiesMaintain vendor payments PaymVendorPaymentsMaintainInquire into invoice and payment policies VendInvoiceInvoicePaymentPoliciesInquirEnable invoice and payment process VendInvoiceInvoicePaymentProcessEnable
5 security rolesAuditor AuditPolicyManagerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorAccounts payable payments clerk PaymAccountsPayablePaymentsClerkAccounts payable manager VendInvoiceAccountsPayableManager
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=PaymentFormatCodeSets_W
Integrate withPaymentFormatCodeEntity data entity Microsoft data model ↗
Table definitionPaymentFormatCodeSets_W columns and relations Microsoft data model ↗

Everyone

8Sources and checks