Vendor Bank Account Enhancements

Use this guide to maintain vendor bank branch data and verify where it appears in the UI.

Outcome

After this guide:

1. Vendor bank account records include branch names.
2. Vendor bank details are visible in supported transaction pages.

Before You Start

1. Confirm you have permission to edit Vendor Bank Account records.
2. Confirm vendors used for payments have active bank account entries.

Step 1: Maintain Vendor Bank Account Branch Data

1. Open Vendor Bank Account List.
2. Open each relevant vendor bank account.
3. Enter or correct bank branch name details.
4. Save changes.

Pass criteria:

1. Required vendor bank account records have branch names populated.

Step 2: Validate Factbox Visibility

1. Open each page below with a record that references a configured vendor.
2. Confirm vendor bank account information appears in the factbox.

Pages to verify:

1. Posted Purchase Invoices
2. Purchase Invoices
3. Purchase Invoice
4. Vendor Ledger Entries

Pass criteria:

1. Factbox appears and shows expected vendor bank details.

Completion Checklist

The setup is complete when all checks below are true:

1. Branch names are maintained on vendor bank account records.
2. Factbox visibility is confirmed on all supported pages.