Inquiry page · Cash and bank management
Bank account change history
An inquiry page that shows the saved history of changes made to the company's bank accounts.
- Used by
- Accounts payable manager, Chief financial officer, Accounts receivable manager and 6 more roles
- Business process
- —
- Menu item
BankMainDataChangeHistory- Main table
MainDataChangeHistory- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | An inquiry page that shows the saved history of changes made to the company's bank accounts. |
|---|---|
| What you do here | Used to review and audit changes to bank account details. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Cash and bank management › Inquiries and reports › Bank accounts › Bank account change history |
| Set up first | Cash and bank master data change setup Microsoft Learn ↗Cash and bank management workflows Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Bank accounts Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to Cash and bank management > Bank accounts > Bank accounts.
- Select Changes.
- Select Change history.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| — | |||
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | BankMainDataChangeHistory Checked in Dynamics 365 |
|---|---|
| Form | MainDataChangeHistory Checked in Dynamics 365 |
| Table | MainDataChangeHistoryShown as “Master data change framework change proposal history” in Record infoChecked in Dynamics 365 |
| Data entities | — |
| Who can open it | PrivilegesView bank account change history BankAccountChangeHistoryViewDutiesInquire into bank accounts master BankBankAccountsInquireMaintain bank accounts master BankBankAccountsMaintain9 security rolesChief financial officerCompanyChiefFinancialOfficerAccounts receivable manager CustInvoiceAccountsReceivableManagerPayroll administrator HcmPayrollAdministratorAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerTreasurer PaymTreasurerAccounts payable manager VendInvoiceAccountsPayableManager |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BankMainDataChangeHistory |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/cash-bank-management/bank-acct-workflow
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.