Page 7250 "Bank Acc. Rec. AI Proposal"
BankAccRecWithAI · Microsoft.Bank.Reconciliation
Across versions
- BC23-28not present
- BC29-30present
Neighbourhood 7 connected objects and pages
BankAccRecWithAI · Microsoft.Bank.Reconciliation · captioned “Reconcile with Copilot” · BC29-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Reconcile with Copilot |
| Extensible | false |
| SourceTable | Bank Acc. Rec. AI Proposal |
| PageType | PromptDialog |
| ApplicationArea | All |
| Permissions | tabledata “Data Exch.” = rimd |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| Prompt | Perform reconciliation for this bank account | BankAccNo |
Specifies the bank account number |
| Use transaction data from | ImportTransactionDataValueTxt |
Specifies how to import transaction data | |
| StatementInfo | Statement Date | StatementDate |
Specifies the bank statement date |
| Statement No. | StatementNo |
Specifies the bank statement number | |
| Auto-matched | AutoMatchedLinesTxt |
Specifies the number of automatic matches created and saved by Business Central | |
| Copilot matched | LinesMatchedByCopilotTxt |
Specifies the number of matches proposed by Copilot | |
| Summary Text | SummaryTxt |
Specifies the matching summary | |
| Statement Ending Balance | StatementEndingBalance |
Specifies the ending balance shown on the bank’s statement that you want to reconcile with the bank account. | |
| Post if fully applied | PostIfFullyApplied |
Specifies if the bank account reconciliation should be posted if it gets fully applied by the matching proposals. | |
| Warning | Warning Text | WarningTxt |
Specifies a warning text |
| Content | Match proposals | part Page 7251 “Bank Acc. Rec. AI Proposal Sub” | — |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| SystemActions | Generate | Generate bank account reconciliation and run auto-matching with Copilot. | |
| Attach | Import bank transaction data either from a file or via an online bank statement provider | ||
| Keep it | Save bank account reconciliation matches proposed by Copilot. | ||
| Discard it | Discard bank account reconciliation matches proposed by Copilot. |
Procedures
SetBankAccReconciliationLines(var InputBankAccReconciliationLine: Record "Bank Acc. Reconciliation Line")(internal)SetTempBankAccLedgerEntryMatchingBuffer(var InputTempBankAccLedgerEntryMatchingBuffer: Record "Ledger Entry Matching Buffer" temporary)(internal)SetDisableAttachItButton(InputDisableAttachItButton: Boolean)(internal)SetSkipNativeAutoMatchingAlgorithm(InputSkipNativeAutoMatchingAlgorithm: Boolean)(internal)SetDaysTolerance(InputDaysTolerance: Integer)(internal)SetBankAccountNo(InputBankAccountNo: Code[20])(internal)SetStatementNo(InputStatementNo: Code[20])(internal)SetStatementDate(InputStatementDate: Date)(internal)SetBalanceLastStatement(InputBalanceLastStatement: Decimal)(internal)SetStatementEndingBalance(InputStatementEndingBalance: Decimal)(internal)SetGenerateMode()(internal)SetShouldAskToOpenBankRecOnOK(InputShouldAskToOpenBankRec: Boolean)(internal)SetShouldDeleteBankRecOnCancel(InputShouldDeleteBankRecOnCancel: Boolean)(internal)SetPageCaption(InputPageCaption: Text)(internal)
Plus 5 local procedures.
Triggers
OnOpenPage, OnQueryClosePage
Relations
- source table Table 7250 “Bank Acc. Rec. AI Proposal”
Calls
From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.
- Codeunit 7250 “Bank Rec. AI Matching Impl.” (9 calls:
ApplyToProposedLedgerEntries → ApplyToProposedLedgerEntries,ApplyToProposedLedgerEntries → FeatureName,AutoMatchWithCopilot → FeatureName, …) - Codeunit 8703 “Feature Telemetry” (4 calls:
ApplyToProposedLedgerEntries → LogUsage,GenerateCopilotMatchProposals → LogUsage,ImportTransactionsIntoBankAccountReconciliation → LogUptake, …) - Codeunit 1252 “Match Bank Rec. Lines” (2 calls:
AutoMatchWithCopilot → BankAccReconciliationAutoMatch,AutoMatchWithCopilot → InitializeBLEMatchingTempTable) - Codeunit 370 “Bank Acc. Reconciliation Post” (1 call:
OnQueryClosePage → (object)) - Page 379 “Bank Acc. Reconciliation” (1 call:
OnQueryClosePage → (object)) - Report 1407 “Bank Account Statement” (1 call:
OnQueryClosePage → (object))
Ask your agent
Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Bank Acc. Rec. AI Proposal"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.