Form setup (form)

  • Article

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

Click Project management and accounting > Setup > Forms > Form setup.

Use this form to define form note parameters for invoices, project quotations, and packing slips that are issued from Microsoft Dynamics AX projects.

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

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

Tabs

Tab

Description

General tab

Set the general parameters for form notes for invoices.

Invoice

Define the form note parameters for invoices.

Button

Button

Description

Print management

Define the number of originals and copies to print for each document.

Fields

Field

Description

Item number in forms

Specify whether the item number in external documents (that is, invoices) should be the company's item number, the customer's item number, or both.

Print amount in currency representing the euro

Specify whether the amount should be printed in triangulation currency in addition to the existing currency.

Totals

Define whether totals should be printed on the first or the last page.

Sales tax specification

Define the detail level of the printed sales tax specification.

Separate tax exempt balance in forms

Define whether taxable and tax exempt balance should be printed separately in forms.

Invoice 
(In the Layout area)

Specify the paper format for the current report.

Associated payment attachment on the project invoice

(DNK) Select a payment slip to print for the project invoice. Choose from the following options:

  • None – Do not print a payment slip. Choose this option if the payment amount is in a currency other than Danish kroner (DKK).

  • FIK 751 – Print an FIK 751 payment slip if you intend to write the payment amount and due date on the payment slip manually.

  • FIK 752 – Print an FIK 752 payment slip if you intend to use a computer-generated payment slip with a preprinted payment amount and due date.

Note

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

Print tax exempt number on invoice

Specify whether a tax exempt number is printed on the invoice.

Print packing slip specifications

Specify whether packing slip specifications are printed on the invoice.

Invoice 
(In the Note area)

Define where to include documents when printing sheets.

Include documents of type

Specify a document type to include.

Specify index calculation

Select a check box to specify whether the base price and the index price are shown on the invoice.

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