Default account setup (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 payable > Common > Vendors > All vendors. On the Action Pane, on the Invoice tab, click Default account.

–or–

Click Accounts payable > Setup > Vendors > Vendor groups. Click Default account setup.

Use this form to set up default accounts for vendors or vendor groups to quickly and efficiently enter journal entries for vendors. If you specify default accounts for vendor groups, those accounts are presented as default entries when this form is opened from the All vendors list page. You can change the setup for individual vendors, if you have to. The default setup from either the vendor group or the vendor account is available in journals in the Offset account field, if a vendor account has been selected as the primary account. It is available in the Account field, if a vendor account has been selected as an offset account. The default setup can always be overruled by selecting another account.

The Selected pane is empty at first. Select an account type in the Account type field, and then move accounts from the Available pane to the Selected pane. The accounts that are in the Selected pane are displayed in the filtered list of accounts for the current vendor group or vendor account when you enter a journal entry. To specify an account as a default entry that is automatically entered for journal entries, select the account in the Selected pane and then click Set default. You can select only one default account among all the defined account types. A check mark is displayed next to the default account.

Main accounts that have Do not allow manual entry or Suspended selected in the Main accounts - chart of accounts: %1 form are not displayed in the Available pane. To add or remove accounts in the Selected and Available panes, select the appropriate account, and then click the arrow buttons.

Click the Up and Down buttons to arrange the order of the selected accounts.

Navigating the form

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

Buttons

Field

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