Customer statistics (form) [AX 2012]

Updated: November 18, 2010

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.

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

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.

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.


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

Community Additions

Show: