Collect for product or service overview
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, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The following topics provide information about collecting for a product or service.
Process customer prepayment journal vouchers
Receive and enter customer payments
Manage and collect overdue customer payments
Collect for product or service business process component forms
The following table lists the forms that support the collect for product or service business process component. The table entries are organized by business process component task and then alphabetically by form name.
Note
Some forms or list pages in the following table require information or parameter settings to navigate to them.
Business process component task |
Form name |
Usage |
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Invoice customers |
Create and modify accounting distributions for the template invoice line that is selected in the Free text invoice templates form. |
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Create and modify accounting distributions for one side of the accounting entry. To view the full accounting entry, use the Subledger journal form. |
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Create, change, and inquire about the billing code charges that are specified for a free text invoice line. |
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Create, change, and inquire about the charges specified for an invoice. |
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Create invoices for projects. |
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View all updated and posted customer invoices. |
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Create an invoice with order lines that include ledger accounts, free text descriptions, and a sales amount that you enter. |
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Create free text invoice templates that can include invoice lines, charges, an accounting distribution template, and ledger account information. |
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Generate recurring invoices that are scheduled for customers. |
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View, modify, and update preliminary invoice transactions for projects. |
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Set up print management original or copy records and conditional settings. |
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Create and maintain information about projects. |
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Create, maintain, and inquire about orders. |
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Post or print a sales order. You also can post or print quotations, order confirmations, picking lists, packing slips, and invoices. |
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Preview the accounting entries of a document before it is journalized. The subledger journal entry is also available to view or modify after the document is journalized. |
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Receive and enter payments |
Create, manage, and view bills of exchange for one or more bank accounts. |
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Set up the payment format for bill of exchange documents. |
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View information about lines in a bill of exchange that have been created in a draw bill of exchange journal or a redraw bill of exchange journal, and update the payment status for the selected bill of exchange. |
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View statistics about the status of bills of exchange, based on the data in the Bill of exchange journal form. |
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View the list of all runs of the exchange adjustment periodic job. This periodic job generates transactions that update the value of open (unsettled) customer transactions in foreign currencies. |
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Modify the payment proposal that you created in the Customer payment proposal form. |
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Generate payment proposals and transfer them to the payment journal after they are modified. |
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Settle, transfer, or cancel a postdated check that is received from a customer. |
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View customer transactions, such as invoice, payment, interest, collection letter, and exchange adjustment transactions. |
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View information about customer transactions that are marked for settlement. |
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Enter, settle, and save customer payments. |
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Generate payments according to the criteria that you can set up in the fields in this form, when you click Select, and in the form that opens when you click Dialog. |
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Create and view journals. |
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Draw bill of exchange journal – Draw bills of exchange. Protest bill of exchange journal – Protest bills of exchange. Redraw bill of exchange journal – Redraw bills of exchange. Remittance journal – Prepare bill of exchange remittances. Settle bill of exchange journal – Settle bills of exchange. |
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Enter and post payments that you receive from customers. |
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Select invoice lines for settlement and modify the amounts to settle for those lines. |
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View a list of remittance files for vendors. |
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View open customer transactions and mark them for settlement. |
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Manage and collect overdue payments |
Closed customer transaction editing in several currencies (form) |
View closed, also called settled, transactions for the customer account that is selected in the All customers list page. |
View collection letters for all customers or for a particular customer. |
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Manage collections information, activities, and cases for a customer. |
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Generate collection letter note proposals and new collection letter codes for customer accounts that have open, past-due transactions. |
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Create aging snapshots for customers. An aging snapshot contains the calculated aged balances for a group of customers at one point in time. |
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View customer balance information, such as credit limits, credit limits remaining, amounts ordered, and amounts on packing slips, in the company currency. |
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View the settlement history of the transaction that you selected in the Customer transactions form. |
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View customer transactions, such as invoice, payment, interest, collection letter, and exchange adjustment transactions. |
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Generate interest note proposals that appear in the Interest note form, from which you can post and print the interest notes that are sent to customers. |
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View interest notes for all customers or for a specific customer. |
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Modify, print, and update the interest note proposals that you generated in the Interest calculation form. |
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Modify, print, and post the collection letters that you generate in the Creation of collection letter form. |