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MEM Bank Account Customers

Use this page to assign multiple customers to a bank account. When you assign customers to a bank account, and when a sales order or invoice is created, Business Central looks for a bank account assigned to that customer and populates the bank account field with that account.

If you have not assigned a bank account to that customer, the account that you set up in your MEM Entity Setup is used.

Assign Bank Account to Customer

Before you assign a bank account make sure that you have turned on decentralized processing in your MEM setup. See Purchase & Payables and Sales & Receivables.

To assign a bank account to a customer, do the following:

  1. Select Search and enter Bank Accounts. Select the Bank Accounts page.

  2. Select Related > Bank Acc. > MEM Bank Account Customers

  3. Select New to add a new customer to the bank account.

  4. After you have added the customers you want, close the window.

The customers you selected are now linked to the bank account and payments from them are sent to the bank account.

Fields

The following field boxes are available: 

Field Description
Customer No. Select the code for the customer you want to assign to the bank account.
Customer Name Displays the customer name.

Actions

The following actions are available: 

Action Description
New Add a new customer to the list.
Delete Delete a customer from the list.

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