Transaction page · Cash and bank management

Import letter of credit and import collection

A list page where you track import letters of credit and import collections, where the company is the buyer.

Used by: Accounts payable clerk, Accounts payable manager, Chief financial officer and 8 more roles
Business process: —
Menu item: BankLCImportGridView
Main table: BankLCImport
Data entity: —
Setup steps: —

Show what matters for

Everyone

1What it is and why

What it is	A list page where you track import letters of credit and import collections, where the company is the buyer.
What you do here	Used to follow the status of purchases secured by a letter of credit and to print the letter of credit application.
Example	For example, after the vendor invoice is paid, the lines show the import letter of credit status Confirmed and the shipment status Paid.

Functional consultant · Solution architect

Business process	—
Menu path	Cash and bank management › Letters of credit › Import letter of credit and import collection
Set up first	Bank facility agreements Microsoft Learn ↗Cash and bank management parameters Microsoft Learn ↗
Used next by	Bank facilities and utilization report Microsoft Learn ↗
Related pages	Export letter of credit and import collection Microsoft Learn ↗

End user · Functional consultant

Create a purchase order whose Bank document type is Letter of credit.
On the purchase order, select Manage > Letter of credit / import collection and enter the Application date, Bank document number and Expiration date.
Select the Advising bank and save.
On the lines, select Fetch purchase order shipments.
Confirm the purchase order, and then select Process > Confirm on the letter of credit.
Post the product receipt and the vendor invoice.
Go to Cash and bank management > Letters of credit > Import letter of credit and import collection to check the status.
Select View > Print application to print the letter of credit.

Field	What it means	Worked example	Table column
Advising bank	The bank that carries out the transaction on behalf of the applicant.Microsoft Learn ↗	—	`ImportAdvisingBank`
Shipment status	Where each shipment is in the process, such as Invoiced or Paid.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Shared or per company	Per company: each legal entity has its own records. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	If the purchase order price changes after confirmation, the letter of credit must be amended and confirmed again so that the facility balance is updated. Microsoft Learn ↗

Technical architect

Menu item	`BankLCImportGridView` Checked in Dynamics 365
Form	`BankLCImport` Checked in Dynamics 365
Table	`BankLCImport`Shown as “Letter of credit / import collection import table” in Record infoKey field: PurchTableChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesMaintain letter of credit information `BankLCImportMaintain`View letter of credit information `BankLCImportView`DutiesInquire into import letter of credit `BankImportLetterOfCreditInquire`Maintain import letter of credit `BankImportLetterOfCreditMaintain` 11 security roles Chief financial officer `CompanyChiefFinancialOfficer`Accounting manager `LedgerAccountingManager`Financial controller `LedgerFinancialController` `MCRTestUserRole`Accounts payable payments clerk `PaymAccountsPayablePaymentsClerk`Treasurer `PaymTreasurer`Buying agent `TradeBuyingAgent`Purchasing manager `TradePurchasingManager`Sales clerk `TradeSalesClerk`Accounts payable clerk `VendInvoiceAccountsPayableClerk`Accounts payable manager `VendInvoiceAccountsPayableManager` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

Open it directly	`https://<your-environment>/?mi=BankLCImportGridView`
Integrate with	—
Table definition	`BankLCImport` columns and relations Microsoft data model ↗

Everyone