(EEUR) Set up advance holders

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

Use this procedure to set up advance holders from the directory of workers.

  1. Click Accounts payable > Common > Advance holders > Advance holders.

    Note

    You cannot add or delete employees in the Advance holders form. You can create employees in the Worker form. In the Employee posting profiles form, you can set up the employee posting profile that is used to post advance holder balances.

  2. Select the Advance holder check box to mark a worker as an advance holder.

  3. In the Group field, select the advance holder group that the worker belongs to. For more information, see (EEUR) Advance holder groups (form).

    Note

    If the Advance holder sorting check box is selected in the Accounts payable parameters form, the advance holders are displayed first in the list in the Advance holders form. You can also select the default employee posting profile in the Posting profile field.

See also

(EEUR) Advance holders (form)

(EEUR) Advance holder groups (form)

(EEUR) Accounts payable parameters (modified form)