Name Available on Entries

Standard Business Central only provides the number of a customer or vendor on the following entries:

  • Customer Ledger Entries
  • Detailed Customer Ledger Entries
  • Vendor Ledger Entries
  • Detailed Vendor Ledger Entries
  • Value Entries
  • VAT Entries
  • G/L entries

Business Central Accelerator overcomes this shortcoming by also providing the name of customers and vendors on these ledger entries.

Setup

No Setup is required for this functionality.

Execution

Customers

  1. Choose the search icon, enter Customer
  2. Open a Customer Card
  3. Choose the Related action, select History and Ledger Entries Verify that the name of the customer can be found in the customer ledger entries
  4. Choose the Entry action, select Detailed ledger entries Verify that the name of the customer can be found in the detailed customer ledger entries. If the field is not visible, you need to add the field to the Detailed Customer Ledger Entries.

Vendors

Do the same for vendors by checking the Vendor Ledger Entries and Detailed Vendor Ledger Entries for a vendor

  1. Choose the search icon, enter Vendor
  2. Open a Vendor Card
  3. Choose the Related action, select History and Ledger Entries Verify that the name of the vendor can be found in the vendor ledger entries
  4. Choose the Entry action, select Detailed ledger entries Verify that the name of the vendor can be found in the detailed vendor ledger entries. If the field is not visible, you need to add the field to the Detailed Vendor Ledger Entries.

Items

  1. Choose the Search icon, enter Items
  2. Open the Item Card
  3. Choose the Related action, select History -> Entries -> Value Entries Verify that the Customer and Vendor Names (= Field “Name”) are displayed in the value entries.

VAT

  1. Choose the Search icon, enter VAT Entries. Verify that the Customer and Vendor Names are displayed in the vat entries.

General Ledger

For vendor and customer related transactions, in standard Business Central you have to navigate on the G/L entry to other related tables to show more info on the transaction. In BUSINESS CENTRAL ACCELERATOR, the source type, source no and source description fields were added on the General Ledger Entries page.

  1. Choose the Search icon, enter General Ledger Entries Verify that the Source Type, Source no and Source Description are displayed in the General Ledger entries.