AP-SETUP-040 · Policy · Legal entity
Define vendor posting profiles
Post vendor invoice and payment balances to the intended general ledger accounts.
Where
| Menu path | Accounts payable > Setup > Vendor posting profiles |
|---|---|
| Menu item | Display:VendPosting |
| Form | Not recordedUnverified |
| Tables affected | Not recordedUnverified |
| Data entity | Not recordedUnverified |
| Scope | Legal entity |
| Country or region | Not recorded |
Value
| Recommended value | Not recordedUnverified |
|---|---|
| Rationale | Not recordedUnverified |
| Decision | DEC-AP-SETUP-001 · Which vendors need different AP summary accounts or posting treatment? |
Dependencies and access
| Prerequisites | AP-SETUP-030 Define vendor groups |
|---|---|
| Required by | AP-SETUP-050 Set the default vendor posting profile |
| Security duty | Not recordedUnverified |
| Feature flag | Not recordedUnverified |
| Feature state | Not recordedUnverified |
Versions
| Introduced | Not recordedUnverified |
|---|---|
| Behaviour changed | Not recorded |
| Deprecated | Not recorded |
| Verified on version | Not recordedUnverified |
| Verified on date | Not recordedUnverified |
Risk and evidence
| Irreversibility | Hard to reverse — Changing a profile after posting affects future transactions and may require reconciliation of historical balances.Unverified |
|---|---|
| Common pitfall | Assuming the All row wins when a more specific vendor or vendor-group row exists; Microsoft's lookup order is Table, Group, then All. A separate AP parameters action sets the default profile, and posting definitions can change the posting route. |
| Test case | TC-AP-SETUP-01 · AP baseline defaults flow from setup to invoice and payment |
| Assets | Not recorded |
Verification
Partly verified
| Verified by | Microsoft Learn Vendor posting profiles; July 2026 catalog deliverables rows 1490-1491; Fintrial browser page walk 2026-09-30 |
|---|---|
| Environment | Fintrial browser, USMF |
| Note | Microsoft documents Table, Group, All precedence and the default posting profile on AP parameters. Fintrial opened Vendor posting profiles at menu item VendPosting through page search. No ledger account, effective profile or transaction posting was verified; intermediate menu nodes and underlying form remain unverified. |
| Still to check | Form_name, Tables_affected, Data_entity, Recommended_value, Value_rationale, Security_duty, Feature_flag, Feature_state, Version_introduced, Verified_on_version, Verified_on_date, Irreversibility |
Cite this record
AP-SETUP-040 — Define vendor posting profiles. Beyond ERP Config Atlas, snapshot 2026-10-05, partly verified. https://www.beyonderp.cloud/atlas/step/AP-SETUP-040