Lock the main account type and validate the offset account type in payment journals for customers and vendors

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	-	Feb 28, 2022

Business value

In earlier versions, you could change the account type for the main account and the offset account for payment journals for customers (payment receipts) and vendors (payment distributions). By preventing changes to the main account type and limiting changes to the offset account type for payment journals, this feature helps clarify the purpose of payment journals, whether for customers or vendors, and might help prevent errors that could occur if these account types were inappropriately set.

Feature details

For customer payment journals, the Main account type will be set to Customer by default and you won't be able to change it. The new validation process will verify that the offset account type is not set to Customer.

For vendor payment journals, the Main account type will be set to Vendor by default and can’t be changed. The validation process will verify that the offset account type for vendor payment journals is not set to Vendor.