Customer payment schedule (form) [AX 2012]

Updated: May 4, 2011

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 > Sales orders > All sales orders. On the Action Pane, on the Invoice tab, click Payment schedule.

–or–

Click Sales and marketing > Common > Sales orders > All sales orders. On the Action Pane, on the Invoice tab, click Payment schedule.

Use this form to view or modify the details of the payment schedule that is selected for the sales order on the Price/discount FastTab in the header view of the Sales order form.

If necessary, you can make changes in the schedule details or in the lines of the selected sales order.

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

Tab

Description

Payment schedule

View or modify payment schedule details.

Payment lines

View or modify the payment schedule lines for the sales order. These include the due date, discount date, and installment and discount amounts.

Note

View or enter internal notes about the payment schedule.

Button

Description

Calculate

Calculate or recalculate the payment lines, based on the changes that you made in this form.

Field

Description

Payment schedule

Enter the identifier of the payment schedule.

Description

Enter a short description of the payment schedule.

Allocation

View or select the way that payments are allocated in the payment schedule.

  • Total

  • Fixed amount

  • Fixed quantity

  • Specified

For more information, see Payment schedules (form).

Payment per

Select one of the following intervals for dividing the customer's payments:

  • Days

  • Months

  • Years

Change

Enter the number of periods between the payment due dates.

For example, if you select Months in the Payment per field and you enter 2 in the Change field, payments are due every two months.

NoteNote

You can enter information in this field only if you selected Fixed amount or Fixed quantity in the Allocation field.

Number of payments

Enter the number of payments to include in the installment plan.

NoteNote

You can enter information in this field only if you selected Fixed quantity in the Allocation field.

Amount

Enter the amount of each payment.

NoteNote

You can enter information in this field only if you selected Fixed amount in the Allocation field.

Minimum

Enter the smallest amount that can be set up on a payment schedule.

NoteNote

You can enter information in this field only if you selected Fixed amount or Fixed quantity in the Allocation field.

Due date

The date on which payment for the customer transaction is due.

Invoice amount

Enter or view the amount that is due for the payment line.

Cash discount date

The latest payment date to qualify for a cash discount.

Cash discount amount

The discount amount that can be taken if the payment is made on or before the discount date.

Note

Enter a note to attach to the specific payment schedule.


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