Namespace Microsoft.Bank.Setup
Provides essential configuration components for banking operations in Microsoft Dynamics 365 Business Central. Manages bank account configurations, payment service integrations, electronic banking formats, and reporting setups required for modern banking workflows.
Table
| Name | Description |
|---|---|
| Table Microsoft.Bank.Setup."Bank Clearing Standard" | Defines standard bank clearing codes used for electronic payment processing. Provides lookup values for bank routing and clearing house identification. |
| Table Microsoft.Bank.Setup."Bank Export/Import Setup" | Configures import/export settings for electronic banking file formats. Defines processing rules for bank statement imports, payment exports, and positive pay files. |
| Table Microsoft.Bank.Setup."Payment Reporting Argument" | Temporary table for passing payment service arguments and configuration data. Used for communication between payment processing and external payment service providers. |
| Table Microsoft.Bank.Setup."Payment Service Setup" | Configures external payment service providers for online payment processing. Manages integration settings for services like PayPal, Microsoft Wallet, and WorldPay. |
| Table Microsoft.Bank.Setup."SWIFT Code" | Master table for SWIFT (Society for Worldwide Interbank Financial Telecommunication) codes. Stores standardized bank identification codes used for international wire transfers. |
Page
| Name | Description |
|---|---|
| Page Microsoft.Bank.Setup."Bank Clearing Standards" | List page for managing bank clearing standard codes and descriptions. Provides lookup interface for bank clearing codes used in electronic payment processing. |
| Page Microsoft.Bank.Setup."Bank Export/Import Setup" | Configuration page for setting up bank file import/export formats and processing rules. Provides interface for managing electronic banking data exchange definitions and processing logic. |
| Page Microsoft.Bank.Setup."Payment Services" | Administration page for managing payment service providers and their configuration. Provides interface for enabling, configuring, and setting up online payment services. |
| Page Microsoft.Bank.Setup."Report Selection - Bank Acc." | Worksheet page for configuring report assignments for bank account-related documents. Allows users to specify which reports are used for bank statements, reconciliation, and check printing. |
| Page Microsoft.Bank.Setup."Select Payment Service" | Dialog page for selecting which payment services to include on sales documents. Allows users to choose which payment options are made available to customers. |
| Page Microsoft.Bank.Setup."Select Payment Service Type" | Dialog page for selecting payment service provider types during setup. Provides read-only list of available payment service providers for configuration. |
| Page Microsoft.Bank.Setup."SWIFT Codes" | List page for managing SWIFT (Society for Worldwide Interbank Financial Telecommunication) codes. Provides interface for maintaining bank identification codes used in international wire transfers. |
Enum
| Name | Description |
|---|---|
| Enum Microsoft.Bank.Setup."Report Selection Usage Bank" | Defines report usage types for bank account reporting and document generation. Supports extensibility for custom bank-related report categories. |
Events
| Name | |
|---|---|
| OnRegisterPaymentServices | Integration event for registering available payment services in the system. Enables extensions to add custom payment service configurations. |
| OnRegisterPaymentServiceProviders | Integration event for registering payment service providers and their capabilities. Allows extensions to define new payment provider types and configurations. |
| OnBeforeCanUsePaymentMethod | Integration event raised before checking if a payment method can be used. Enables custom validation logic for payment method availability. |
| OnCreatePaymentService | Integration event for custom payment service creation logic. Allows extensions to perform additional setup when creating payment services. |
| OnDoNotIncludeAnyPaymentServicesOnAllDocuments | Integration event raised when removing payment services from all documents. Enables custom cleanup logic when disabling payment service integration. |
| OnCanChangePaymentServiceOnAfterGetRecordRef | Integration event raised after determining document context for payment service changes. Enables custom validation logic for payment service modification permissions. |
| OnSetUsageFilterOnAfterSetFiltersByReportUsage | Integration event raised after setting filters on report selections based on bank usage. Enables custom filtering logic for bank-specific report selection scenarios. |
| OnInitUsageFilterOnElseCase | Integration event raised for custom report usage mapping in bank report selection. Allows extensions to handle additional report usage types not covered by standard mapping. |
Remarks
Architecture: The Bank.Setup system uses a configuration-centric architecture with banking infrastructure for electronic file formats, payment processing for online service integration, and reporting configuration for bank-specific report assignments.
Key Workflows:
- **Electronic Banking Setup:**Configure Bank Export/Import Setup records with processing codeunits, XMLport mappings, and format validation for electronic banking file handling
- **Payment Service Integration:**Register payment providers through events, configure service URLs and credentials, enable services for customer use, and handle payment arguments
- **Bank Report Configuration:**Define report categories using Report Selection Usage Bank enum, assign specific reports to usage categories, and apply bank-specific filters
Integration Points: Integrates with Data Exchange Framework for file processing and format validation, external payment services (PayPal, Microsoft Pay, WorldPay) for transaction handling, and Foundation.Reporting system for bank-specific report assignments and filtering.
Extensibility:
Key extension points include OnRegisterPaymentServices for custom payment provider registration, OnSetUsageFilterOnAfterSetFiltersByReportUsage for custom report filtering,
and OnCreatePaymentService for custom payment service creation workflows. Supports payment service visibility control through OnSetPaymentServiceVisible.
Dependencies:
Required: Microsoft.Foundation.Reporting, System.IO, System.Reflection
Optional: Microsoft.Bank.PositivePay, Microsoft.Finance.GeneralLedger.Setup, System.Integration