Payment methods (form) (Retail)

  • Article

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

Click Retail > Setup > Payment methods > Payment methods.

Use this form to set up organization-wide payment methods. You can then assign these payment methods to stores.

Task that uses this form

Set up payment methods for an organization

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Payment method

Type a unique name for the payment method.

Payment method name

Type a brief description of the payment method.

Default function

Select a function. For example, the following functions are typically used for the payment methods in a retail organization:

  • Normal – Use this function for currency.

  • Card – Use this function for debit cards, credit cards, corporate cards, and other forms of card payment.

  • Check – Use this function for personal checks and other negotiable documents.

  • Customer – Use this function if you extend credit to customers, and then collect payment later.

  • Tender remove/float – Use if you add or remove cash from the point of sale (POS) register drawer.

Note

Each default function applies special settings to the store-specific payment methods that are based on the organization-wide payment methods.

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