Payment step (form)
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 > Setup > Payment > Payment step.
Use this form to create the payment steps that you can assign to one or more payment step processes for a method of payment.
Payment steps are used with payment management journals.
Note
You can also use payment steps to manage complex payment processes that are related to bills of exchange and that cannot be completed by using the standard bill of exchange journals.
Examples
The following table provides examples of payment steps that you might set up for your legal entity.
Payment step identification |
Description |
Step type |
---|---|---|
Accept |
Accept payment from customer |
General |
Remit |
Send customer payment to bank |
General |
Confirm |
Receive confirmation that a payment cleared |
General |
Cancel |
Cancel payment from customer |
Cancel |
Reneg. |
Renegotiate payment with customer |
Renegotiation |
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Field |
Description |
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---|---|---|---|---|---|---|---|---|---|
Payment step identification |
Enter an identifier of the step in the payment flow. |
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Description |
Enter a description of the payment step. |
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Step type |
Select one of the following step types:
|
See also
Methods of payment - customers (form)
Customer payment management transactions (form)
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