Promissory note (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 Cash and bank management > Common > Promissory notes.

–or–

Click Cash and bank management > Common > Bank accounts. On the Action Pane, on the Manage payments tab, click Promissory notes.

–or–

Click Accounts payable > Common > Vendors > All vendors. On the Action Pane, on the Invoice tab, click Payment history. Then click Payment display.

Use this form to create, view, and manage promissory notes.

Note

If you open this form from the Bank accounts list page, you can view only the promissory notes for the bank account that you selected.

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

Tabs

Tab

Description

Overview

View a list of promissory notes.

General

View additional information about the selected promissory note.

Buttons

Button

Description

Voucher

View the ledger transactions that are linked to the promissory note that is selected on the Overview tab.

Delete promissory notes

Delete promissory notes that have a status of Created.

Create promissory notes

Create promissory notes.

Promissory note journal

Open the Promissory note journal form.

Fields

Field

Description

Bank account

The name of the bank account.

Date

The transaction date.

Note ID

A unique key for the identification of promissory notes. The key is used when promissory notes are created.

Promissory note number

The number of the printed promissory note.

Status

The status of the promissory note.

Status

Description

Created

The Fixed promissory note number method is used, and the promissory note has been created by clicking Create promissory notes.

Canceled

The promissory note was canceled after it was posted.

Note

To cancel a promissory note, click Cancel in the Promissory note journal form.

Posted

The promissory note is posted.

Blank

The promissory note is not used when the promissory notes are printed.

Printed

The promissory note is printed.

Recipient

The customer or vendor account number.

Currency

The currency of the promissory note.

Amount

The amount that the promissory note was drawn for.

Voucher

The voucher number in the ledger.

Created date and time

The date and time when the record was created.

Created by

The user who created the record.

Modified date and time

The date and time when the record was last modified.

Modified By

The user who last modified the record.

See also

View payments made to a vendor

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