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Customers (form) [AX 2012]

Updated: March 26, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Accounts receivable > Common > Customers > All customers. In the All customers list, double-click a customer record to open it. Or, on the Action Pane, on the Customer tab, in the New group, click Customer to create a new customer record.

Use this form to create and maintain your organization’s customer records.

The following tables provide descriptions for the controls in this form.

The tabs and controls that were added to this form for the Transportation management and Warehouse management features in Microsoft Dynamics AX 2012 R3 are not described in this topic. For information about these features, see Transportation management and Warehouse management.

Tab

Description

Customer

Create or maintain customer information.

Sell

Create or maintain sales information for the selected customer.

Invoice

Create or maintain invoicing information for the selected customer.

Collect

Create or maintain collection information for the selected customer.

Projects

Create or maintain project information for the selected customer.

Service

Create or maintain service orders and service agreements for the selected customer.

Market

View or maintain marketing information for the selected customer.

General

View or maintain general information for the selected customer.

Tab

Description

General

Enter or view additional information for the selected customer.

Addresses

Enter or view address information for the selected customer.

NoteNote

You must create an alternative payment address for each customer who makes payments by using a French bill of exchange.

Contact information

Enter contact information for the selected customer.

Miscellaneous details

View or add personal or organizational information about the selected customer.

Sales demographics

Enter or view demographic information about the customer for sales purposes, such as the line of business, information about company chains, and the sales district.

Credit and collections

Select or view information about the credit given to the selected customer and the collection rules for the customer.

Invoice and delivery

Enter or view information about invoicing and delivery, giro money transfer slips, sales taxes, packaging material fees, and radio frequency identification (RFID) tags for the selected customer.

Sales order defaults

Enter or view information about sales orders, discounts, and supplementary item groups for the selected customer.

Payment defaults

Enter or view information that is related to payments for the selected customer, such as terms of payment and cash discounts.

Financial dimensions

View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Button

Description

Customer

Create a new customer record.

Contacts

View the contacts for the selected customer.

Transactions

View open transactions for the selected customer.

Balance

View the open balance for the selected customer.

Forecast

View forecast lines for items, item groups, the customer account, and the customer group for the selected customer.

Bank accounts

View bank account information for the selected customer.

Summary update

View an updated summary for the selected customer. In the Default values for summary update form, you can view the summary of a quotation, confirmation, picking list, packing slip, or invoice.

Credit cards

View credit card information for the selected customer.

Attachments

View documents or notes related to the selected customer.

Taxes

Open the Manage addresses form, where you can manage tax registration numbers for customers by their addresses.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Sales quotation

Create a new sales quotation for the selected customer.

Sales order

Create a new sales order for the selected customer.

Opportunity

Create a new opportunity record for the selected customer.

Trade agreement

Create a new trade agreement for the selected customer.

Quotations

View or edit sales or project quotation information for the selected customer.

Orders

View or edit sales order information for the selected customer.

Packing slips

View packing slips for the selected customer.

Leads

View lead records that are associated with the selected customer.

Opportunities

View opportunity records that are associated with the selected customer.

Agreements

View all sales agreements for the selected customer.

Sales price

View, add, or update sales price information for the selected customer.

Discounts

View, add, or update discounts for the selected customer.

Supplementary sales items

View supplementary sales items for the selected customer.

Send electronically

Send an electronic price list to the selected customer.

Non conformances

View items that do not comply with predefined performance or quality standards.

Setup

Add additional information to the selected customer record.

Free text invoice

Create a new invoice that is not attached to a sales order for the selected customer.

Invoice journal

View the invoice journal for the selected customer.

Project invoice

View the project invoice journal for the selected customer.

Bill of exchange

View the bill of exchange for the selected customer.

Post recurring invoices

Set up recurring invoicing for the selected customer.

Period statistics

View statistics per period for the selected customer.

COD outstanding

View outstanding cash on delivery (C.O.D.) records for the selected customer.

Bill of exchange statistics

View the bill of exchange statistics for the selected customer.

History on payment fee

View the payment history for the selected customer.

Payment journal

Create a payment journal for the selected customer.

Collection letters

Create a new collection letter for the selected customer.

Print/post collection letters

Print a collection letter for the selected customer.

Collection letter journal

View the journal of collection letters for the selected customer.

Settle open transactions

Settle any open transactions for the selected customer.

Closed transaction editing

Modify a closed transaction for the selected customer.

Calculate interest

Calculate interest that the selected customer has accrued.

Print /post interest notes

Print the calculation of the interest that the selected customer has accrued.

Interest journal

View the interest journal for the selected customer.

Statements

View statements for the selected customer.

Write off

Write off a collection record for the selected customer.

Collections

View collection records for the selected customer.

Project quotation

Create a project quotation for the selected customer.

Project

Create a new project for the selected customer.

Statements

View projects statements that are associated with the selected customer.

Cost control

Calculate the cost of a project for the selected customer.

Invoice control

View invoice control for the selected customer.

Hour utilization

Calculate the hourly cost of a project for the selected customer.

Cash flow

Calculate forecasted and actual cash flow for a project involving the selected customer.

Quotations

View project quotations for the selected customer.

Project invoice

View project invoices for the selected customer.

Projects

View the projects for the selected customer record.

Service order

Create a service order for the selected customer.

Service agreement

View, add, or update a service agreement for the selected customer.

Service agreements

View service agreements for the selected customer.

Service orders

View, add, or update a service agreement for the selected customer.

Service objects

Open the Service objects form, where you can view or define service objects for the selected customer.

For example, a service object might be a building that is owned by the customer and that your organization is remodeling, or a set of the customer’s accounts that your organization is maintaining.

Campaigns

View campaigns that include the selected customer.

Calls

View the call log for the selected customer.

Call lists

View the call lists that include the selected customer.

Mailings

View the mailing lists that include the selected customer.

New

Create a case for the selected customer.

Activities

View, create, or update activities for the selected customer.

Prospect

View prospect records that are associated with the selected customer.

Cases

View cases involving the selected customer.

Transaction log

View the transaction log for the selected customer.

Business classification

Set up business classifications for the selected customer.

Responsibilities

View, add, or update employee responsibilities for the selected customer.

Intercompany

Set up trading relations, action policies, and value mapping for the selected customer.

Print management

Set up print management for the selected customer.

Financial

View financial statistics for the selected customer.

Item statistics

View a graph that displays the statistics of prospects related to the selected customer.

Button

Description

Change name

Update or change the name of the customer.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Change party association

Select a party from the global address book to associate with the selected customer.

Map

Open an online map for the selected address.

More options 
(On the Address FastTab)

Select the action to perform for an address record.

In Microsoft Dynamics AX 2012 R2, select from the following options:

  • Remove – Mark the selected address record as inactive.

    You can delete all inactivated addresses by running a batch job in the Delete inactivated addresses form.

  • Set defaults – Select the default address.

  • Advanced – Open the Manage addresses form.

In Microsoft Dynamics AX 2012, select from the following options:

  • Remove – Delete the selected address record from the list.

  • Deactivate – Set the status of the selected address record to inactive. The address record is not deleted.

  • Advanced – Open the Manage addresses form.

More options 
(On the Contact information FastTab)

Select the action to perform for a contact information record.

In Microsoft Dynamics AX 2012 R2, select from the following options:

  • Remove – Delete the selected contact information record.

  • Set defaults – Select the default contact information record.

  • Advanced – Open the Edit contact information form.

In Microsoft Dynamics AX 2012, select from the following options:

  • Remove – Delete the selected address record from the list.

  • Deactivate – Set the status of the selected address record to inactive. The address record is not deleted.

  • Advanced – Open the Edit contact information form.

Field

Description

Account

The customer identification number that is unique to the selected customer.

Record type

Select the party record type of the customer.

Personal title

Select the customer’s personal title. This field is only available if the record type is person.

Personal suffix

Select the customer’s personal suffix. This field is only available if the record type is person.

Name

Enter the name of the customer.

Search name

Enter the name that you will use when you search for the customer.

Customer group

Select the customer group that the customer belongs to. You must specify a customer group for each customer.

When you select the customer group, the values of certain fields in the Customer groups form are automatically copied to the customer account. The following fields are included:

  • Terms of payment

  • Settle period

  • Item posting ledger accounts that include the Sales tax group account

For more information, see Customer groups (form) and Create a customer group.

Classification group

Select a prioritization or sorting criterion group.

Name sequence

Select how the customer name should be displayed. For example, last, first, middle. This field is only available if the customer record type is organization.

Number of employees

Enter the number of people who work for the organization. This field is only available if the customer record type is organization.

Organization number

Enter the organization number that is assigned to the customer. This field is only available if the customer record type is organization.

ABC code

Select the ABC code. You can use this field to categorize parties. Your organization can determine the categorization types. This field is only available if the customer record type is organization.

DUNS number

Enter the Data Universal Numbering System (DUNS) number that is assigned to the organization. This number is unique to this organization. This field is only available if the customer record type is organization.

Address books

Select the address books to which the customer record is assigned.

Language

Select the language that is used for all external documents that are sent to the customer, such as invoices and account statements.

When you create a customer, the default language in the Accounts receivable parameters form is copied to this field, but you can change the language as appropriate.

Name or description

  • Addresses tab – The name or a description of the selected address record for the customer.

  • Contact information tab – The name or a description of the selected contact information record for the customer.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

Purpose

View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services.

Primary

View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party.

Type

Select the communication method.

Contact number/address

Enter the contact information number or address, such as a mobile phone number or an email address.

Primary

If this check box is selected, the contact information is primary. Primary contact information is the principal form of communication for the selected party. To select or clear this check box, click More options and then select Advanced.

One-time customer

Select this check box to indicate that the customer is a one-time customer.

Statistics group

Select the statistics group for the customer.

Account statement

Select how often an account statement is sent to the customer.

History available

Select the order type history that is available for the customer.

ID number

Enter the government-issued identification number of the customer’s organization.

Country/region

Select the country/region where the customer is located.

State or province

Select the state or province where the customer is located.

Vendor account

Select the customer’s vendor account.

Primary contact

Select the primary contact for the customer.

Line of business

Select the line of business of the customer’s organization.

Employee responsible

Select the identifier of the employee who is responsible for the customer record.

Segment

Select the market segment to which the customer belongs.

Subsegment

Select the market subsegment to which the customer belongs.

Company chain

Select the parent organization of the customer.

Sales district

Select the district that corresponds to the geographical area where the customer is located.

Currency

Select the currency that should be entered by default on invoices for the selected customer.

NoteNote

You can change the currency on the invoice or sales order header before you enter the sales lines. Create currency codes and exchange rates in the Currencies and Currency exchange rates forms.

Invoicing and delivery on hold

Select whether invoicing or deliveries have been put on hold for the customer.

Mandatory credit limit

Select this check box to require validation of the customer's credit limit before posting a sales order or invoice.

NoteNote

If None is selected in the Credit limit type field in the Accounts receivable parameters form, and this check box is selected, the credit limit is checked against the customer’s balance.

Credit rating

Enter the customer's credit rating.

Credit limit

Enter the maximum amount that the customer can have as an outstanding account balance. If you enter zero (0.00), there is no credit limit validation.

Collections contact

Select the contact in the customer's organization who is responsible for collection inquiries. If a collections contact is not specified, the primary address for the customer is used. If a primary contact is not specified, email messages are sent to the first address listed in the Contacts field.

Exclude interest charges

Select this check box to exclude interest charges and notes for the customer.

Exclude collection fees

Select this check box to exclude collection fees and letters for the customer.

Invoice account

The invoice account address for the customer.

Invoice address

Select the address to use when you send invoices to the customer.

Number sequence group

Select a number sequence group to use for specific documents related to the customer. These are in addition to the default customer number sequences on the Number sequences tab of the Accounts receivable parameters form.

NoteNote

If this field is empty, the sales order number sequence is used for internal documents that are related to sales orders.

UPS zone

Enter the UPS freight zone for the customer.

Delivery terms

Select the standard terms of delivery for the customer.

NoteNote

You can change the terms of delivery in the sales order header before invoicing, and you can print the terms of delivery on shipping invoices and other documents.

Mode of delivery

Select the customer’s preferred delivery mode.

Delivery reason

Select a delivery reason identifier for the customer, such as sales, gifts, or samples.

The delivery reason is used in connection with packing slips.

Destination code

Select the destination code that applies to the customer. You can use destination codes to divide deliveries into groups according to customer’s location.

Receipt calendar

Select the receipt calendar that coincides with the customer’s receiving schedule.

Charge fuel surcharge

Select this check box if sales order shipments to the customer are subject to a fuel surcharge.

Sales tax group

Select the sales tax group that applies to the selected customer. The sales tax group contains the sales tax codes that are available for use on sales and purchases.

Tax exempt number

Select the tax exempt number of the customer. Sales to companies in other countries/regions are often reported by tax exempt numbers.

NoteNote

For companies that are based in an EU country/region, a tax exempt number must be included on all invoices that are sent to customers in other EU countries/regions.

Prices include sales tax

Select this check box if you want prices to include sales tax.

Packing duty license number

Enter the packing duty license number that is assigned to the customer by the sales tax authority.

License number

Enter the packaging material fee license number that is assigned to the customer's recycling company.

Item tagging

Select this check box if item tagging is mandatory for the customer.

Case tagging

Select this check box if case tagging is mandatory for the customer.

Pallet tagging

Select this check box if pallet tagging is mandatory for the customer.

Active

Select this check box to enable intercompany orders.

Company

Select the intercompany account number.

Vendor account

Select the vendor account number of the selected customer. If a customer has a credit amount because of an overpayment or a credit note, the Reimbursement periodic job transfers the amount to the vendor account of the customer.

NoteNote

If the customer does not have a vendor account, a one-time vendor account is used to pay the customer.

Create intercompany orders

Select this check box to automatically create a purchase order when a sales order is created.

Direct delivery

Select this check box to use direct delivery on intercompany orders for the customer.

Create indirect order lines

Select this check box to allow an intercompany vendor to add lines to an original sales order.

Charges group

Select the charge group that is used with sales orders for the customer.

Site

Select the site that you ship from when delivering goods to the customer.

Warehouse

Select the warehouse that you ship from when delivering goods to the customer.

Item - customer group

Select the external item description group for the customer.

Commission group

Select the commission group that the customer is assigned to.

Sales group

Select the sales group that is assigned to the customer. The sales group includes a sales representative for the customer. When you create an invoice for the customer, the sales representative code of the sales group is entered by default, but you can modify this field or leave it blank.

When a sales representative is linked to a customer, a commission is automatically calculated on the sale.

Multiline discount

Select the multiline discount group for the customer.

Total discount

Select the total discount group that the customer belongs to. The total discount group determines which discounts are calculated automatically. Total discounts are given for a total order. Use them to group discount allowances by customer, item, and volume.

Supplementary item

Select the supplementary item group that is attached to the customer. This group lists the extra items that are added to a sales order when a certain quantity of an item is sold.

Sales order pool

Select the sales order pool that sales orders for the customer are included in.

Account number

Enter the account number that the customer stores for your organization.

Product model

Select the product model group that has the appropriate default values for the customer.

Intercompany

Select the intercompany account number if the customer is an intercompany organization.

Order entry deadline

Select the order entry deadline group, which specifies the order entry deadline for a specific group of customers.

Price group

The price group that applies to the customer. Price groups are used to calculate the sales prices that are used when invoicing the customer.

Line discount

The line discount group that the customer belongs to. This field determines which line discounts are calculated automatically when you create order lines for the customer. Use line discount groups to group the discount offers by customer. You can also make the discounts dependent on customer account, item number, and quantity.

Terms of payment

Select the terms of payment for the customer. The terms of payment for an invoice determine the invoice due date. The due date is used to calculate the balance allocation for the customer. The due date is also used to print lists of invoices that are due, to calculate interest, and to create collection letters.

The value that you select here is used as the default terms of payment on all customer orders, but you can change the terms of payment on the order or on the invoice before you post the invoice.

Method of payment

Select the method of payment that the customer typically uses.

Payment specification

Select the payment specification code that corresponds to the customer’s payment method.

Payment schedule

Select the customer’s invoice payment schedule.

Payment day

Select the payment day code that applies to the customer.

The payment day is used in calculating the due date. The due date is always rounded up to the nearest specified date. The payment day can be specified for a specific day of the week or month.

Cash discount

Select the cash discount code that defines the early settlement discount. This discount is granted to the customer if an invoice is paid in full before a given date. By default, the cash discount code is transferred automatically to the order and invoice header when an order is created.

NoteNote

Create and manage the terms for cash discounts in the Cash discounts form, and define whether the cash discount is calculated on amounts that include sales tax on the Sales tax tab of the General ledger parameters form.

Bank account

Select the primary bank account of the customer. If another bank account must be used, you can change the bank account in the payment journal.

Bank account number

The customer’s bank account number.

Central bank purpose code

Select the code that is used when reporting to the central bank for the customer.

EAN

(DNK) Enter the European Article Numbering (EAN) number that is assigned to the customer. This number is used for electronic invoicing of public sector organizations.

NoteNote

(DNK) This control is available only to legal entities whose primary address is in Denmark.

Address verification

Select Yes to verify address information that is sent to Payment Services for Microsoft Dynamics ERP. Address information is sent regardless of this setting, but it is verified only if the check box is selected.

If this field is blank, the setting for the same field in the Payment services form is used. This field is not displayed if a payment service is not set up, and it is not available unless the Credit card authorization check box is selected in the Accounts receivable parameters form.

Void transaction when no results are available

Select Yes to void the transaction if address verification information is not available.

If this field is blank, the setting for the same field in the Payment services form is used. This field is not displayed if a payment service is not set up, and it is not available unless the Credit card authorization check box is selected in the Accounts receivable parameters form.

Address verification status required to accept transactions

Select how much information is required in order to accept the transaction:

  • Always accept transaction – Accept the transaction, regardless of the results of the address verification.

  • Account holder – Compare the cardholder’s name on the transaction with the payment service’s information.

  • Billing address – Compare the cardholder’s name and street address for the transaction with the payment service’s information.

  • Billing postal code – Compare the cardholder’s name, street address, and postal code for the transaction with the payment service’s information.

If this field is blank, the setting for the same field in the Payment services form is used. This field is not displayed if a payment service is not set up, and it is not available unless the Credit card authorization check box is selected in the Accounts receivable parameters form.

Prompt for card verification value

Select Yes to display a form where you can enter the card verification value when a credit card transaction is entered. For American Express, this is a four-digit value. For Discover, MasterCard, and Visa, this is a three-digit value.

If this field is blank, the setting for the same field in the Payment services form is used. This field is not displayed if a payment service is not set up, and it is not available unless the Credit card authorization check box is selected in the Accounts receivable parameters form.

Default financial dimensions

The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.

Where the %1 dimension is used

The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group.

NoteNote

The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.

1099-C indicator

(USA) Select this check box to assign a 1099-C indicator to a non-federal customer. This indicator is used to report to the United States Internal Revenue Service (IRS) that the customer is unable to pay a receivables amount that is owed to your organization.

NoteNote

(USA) This control is available only to legal entities whose primary address is in the United States.

Comments

(USA) Enter comments about the customer.

NoteNote

(USA) This control is available only to legal entities whose primary address is in the United States.

French Siret

(FRA) Enter a Siret number for the customer. For more information, see (FRA) NAF codes and siret numbers.

NoteNote

(FRA) This control is available only to legal entities whose primary address is in France.

NAF ID

(FRA) Enter a French Nomenclature des Activités Françaises (NAF code) for the customer.

NoteNote

(FRA) This control is available only to legal entities whose primary address is in France.

Factoring account

(NOR) Select the factoring account for the selected customer.

NoteNote

(NOR) This control is available only to legal entities whose primary address is in Norway.

Payment ID type

(NOR) Select the default payment ID type.

NoteNote

(NOR) This control is available only to legal entities whose primary address is in Norway.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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