Microsoft Dynamics Ax Accounts Receivable
Measure Measure field name Aggregation Description Associated dimensions Accounts receivable open amount – accounting currency CustTransOpen.AmountMST Sum The total open customer transaction amount, in accounting currency. Company Customer Date (last interest date) Date (due date) Date (cash discount date) Date (transaction date) Date (exchange rate date) Fiscal period date (transaction date – fiscal calendar) Fiscal period date (due date – fiscal calendar) Fiscal period date (cash discount date – fiscal calendar) Fiscal period date (last interest date – fiscal calendar). Measure Measure field name Aggregation Description Associated dimensions Accounts receivable total – accounting currency CustTransTotalSales.AmountMST Sum The total customer sales, in accounting currency. Currency Company Customer Methods of payment - customer Total customer sales Date (due date) Date (last settlement date) Date (closed date) Date (transaction date) Date (document date) Date (exchange rate date) Fiscal period date (last settlement date – fiscal calendar) Fiscal period date (closed date – fiscal calendar) Fiscal period date (transaction date – fiscal calendar) Fiscal period date (document date – fiscal calendar) Fiscal period date (due date – fiscal calendar). Measure Measure field name Aggregation Description Associated dimensions Accounts receivable amount – transaction currency CustTrans.AmountCur Sum The total customer transaction amount, in transaction currency. The Accounts receivable cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles. Accountant.
Accounting manager. Accounting supervisor. Accounts payable manager.
Microsoft Dynamics AX Using Microsoft Dynamics AX Microsoft Dynamics AX User's Guide. Microsoft Dynamics AX User's Guide Accounts receivable. Accounts payable. This blog contains posts by the Microsoft Dynamics AX Support Teams. Tag: Payment AX 2012 R2 for. In order to set this up in Accounts receivable >> Setup. Process in MS AX- Account receivable provides the settlement functionality; in this functionality you can settle invoices with payment and credit note.
Microsoft Dynamics Ax Accounts Payable Process
Accounts receivable centralized payments clerk. Accounts receivable clerk. Accounts receivable manager. Accounts receivable payments clerk. Chief executive officer. Chief financial officer. Collections agent.
Collections manager. Compliance manager.
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Financial controller Announcements: To see known issues and recent fixes, use in (LCS).
Use the accounts receivable parameters to vary and control functionality according to the company's needs and requirements. We recommend that you start by going through all parameters and set the necessary parameters before starting to use Microsoft Dynamics AX, especially before invoicing, since the parameters determine how the data generated by the transactions are handled. To open the Accounts receivable parameters form, click Accounts receivable Setup Parameters. The parameters are grouped on tabs according to functionality. Tab Description Set the default values used when creating new sales orders or sales quotations. Updates Define how to update invoices, packing slips, and picking lists.
On this tab, you also specify default values for summary updates. Shipments Specify if and when you include shipping information on invoices or packing slips, and choose if and when you create bills of lading as well as which information you include.
Ledger and sales tax Set the default values related to posting profiles. Settlement Define how settlements are handled. Interest and collection letter Select when collection letter code is updated and the parameter used for calculating interest. Credit rating Specify how to perform credit limit check. Prices Specify how to calculate the total discount if you define both line and multiline discounts for a sales order and whether you allocate miscellaneous charges automatically when creating a sales orders.
Inventory dimensions Select which inventory dimensions to display in sales order lines and picking list lines. Number sequences Define number sequences that are relevant for the Trade module.
For more information, refer to the What's this help (SHIFT+F1) for each parameter on the Parameters form. For an overview of dependencies between parameters, refer to Parameters.