Transaction page · Cash and bank management
Bill of exchange
Microsoft does not describe this page yet.
- Used by
- Chief financial officer, Accounting manager, Financial controller and 1 more role
- Business process
- —
- Menu item
BankBillOfExchangeTable- Main table
BankBillOfExchangeTable- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | — |
|---|---|
| What you do here | — |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Cash and bank management › Payment reversals › Bill of exchange |
| Set up first | — |
| Used next by | — |
| Related pages | — |
End user · Functional consultant
3How to do it
Microsoft's steps
—
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 | Per 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 item | BankBillOfExchangeTable Checked in Dynamics 365 |
|---|---|
| Form | BankBillOfExchangeTable Checked in Dynamics 365 |
| Table | BankBillOfExchangeTableShown as “Bill of exchange table” in Record infoKey field: BankAccountID, BillOfExchangeNumChecked in Dynamics 365 |
| Data entities | — |
| Who can open it | PrivilegesMaintain bank account bills of exchange BankBillOfExchangeTableMaintainView bank account bills of exchange BankBillOfExchangeTableViewDutiesMaintain bank accounts master BankBankAccountsMaintainInquire into bank management reference data BankBankMgmtReferenceDataInquire4 security rolesChief financial officerCompanyChiefFinancialOfficerAccounting manager LedgerAccountingManagerFinancial controller LedgerFinancialControllerTreasurer PaymTreasurer |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BankBillOfExchangeTable |
|---|---|
| Integrate with | — |
| Table definition | BankBillOfExchangeTable columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/bank/transaction/bankbillofexchangetable
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.