Customer statistics (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 > Common > Customers > All customers. On the Action Pane, on the Invoice tab, click Period statistics.
Use this form to gain an overview of the customer's invoices, payments, collection letters, interest notes, canceled payments, used discount, and average number of days for payment. This information is shown for the five predefined periods that are described in the following table.
Line |
Description |
|---|---|
1 |
The current month. |
2 |
The previous month. For example, if the current month is October, statistics for September are shown. |
3 |
Statistics for the whole year, up to and including today's date. |
4 |
Statistics for the previous year. |
5 |
Statistics up to and including the current date. |
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
Period statistics |
View statistics about the customer's invoices, payments, collection letters, interest notes, canceled payments, used discount, and average number of days for payment. |
Other |
View information about the last invoice, last payment, latest collection letter, latest interest note, highest balance, and average invoice amount. |
Fields
Field |
Description |
|---|---|
Start date |
The start date for the current statistics period. |
End date |
The end date for the current statistics period. |
Invoice |
The invoice quantity. |
Total |
The total invoice amount in the accounting currency. |
Payments |
The number of payments. |
Total |
The total payment amount. |
Collection letters |
The number of collection letters. |
Total |
The total collection letter amount. |
Interest notes |
The number of interest notes. |
Total |
The total interest note amount. |
Canceled payments |
The number of canceled payments. |
Total |
The total canceled payments. |
Used discount |
The total used cash discount amount. |
Days, payments |
The average number of days for payment. |
Last invoice |
The date of the latest invoice. |
Invoice |
The identifier of the latest invoice. |
Invoice amount |
The amount of the latest invoice. This includes sales tax. |
Last payment |
The date of the latest payment. |
Payment number |
The identifier of the latest payment. |
Payment amount |
The amount of the latest payment. |
Latest collection letter |
The date of the latest collection letter. |
Collection letter |
The identifier of the latest collection letter. |
Collection letter amount |
The amount of the latest collection letter. |
Latest interest note |
The date of the latest interest note. |
Interest note |
The identifier of the latest interest note. |
Amount of interest |
The amount of the latest interest note. |
Created |
The date that the customer account was created. |
Modified date and tune |
The date and time that the customer information was last modified. |
Highest balance |
The highest balance that the customer has had. |
Average invoice |
The average amount of invoices for the customer. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).