Transaction page · Cash and bank management
Promissory notes
Microsoft does not describe this page yet.
- Used by
- Chief financial officer, Accounting manager, Financial controller and 1 more role
- Business process
- —
- Menu item
BankPromissoryNoteTable- Main table
BankPromissoryNoteTable- 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 › Promissory notes |
| 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 | BankPromissoryNoteTable Checked in Dynamics 365 |
|---|---|
| Form | BankPromissoryNoteTable Checked in Dynamics 365 |
| Table | BankPromissoryNoteTableShown as “Promissory note table” in Record infoKey field: BankAccountID, PromissoryNoteNumChecked in Dynamics 365 |
| Data entities | — |
| Who can open it | PrivilegesMaintain bank account promissory notes BankPromissoryNoteTableMaintainView bank account promissory notes BankPromissoryNoteTableViewDutiesMaintain 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=BankPromissoryNoteTable |
|---|---|
| Integrate with | — |
| Table definition | BankPromissoryNoteTable columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/bank/transaction/bankpromissorynotetable
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.