Customers (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. In the All customers list, double-click a customer record to open it. Or, on the Action Pane, on the Customer tab, in the New group, click Customer to create a new customer record.
Use this form to create and maintain your organization’s customer records.
Assign a price group to a project, project contract, or customer
The following tables provide descriptions for the controls in this form.
The tabs and controls that were added to this form for the Transportation management and Warehouse management features in Microsoft Dynamics AX 2012 R3 are not described in this topic. For information about these features, see Transportation management and Warehouse management.
Tab |
Description |
---|---|
Customer |
Create or maintain customer information. |
Sell |
Create or maintain sales information for the selected customer. |
Invoice |
Create or maintain invoicing information for the selected customer. |
Collect |
Create or maintain collection information for the selected customer. |
Projects |
Create or maintain project information for the selected customer. |
Service |
Create or maintain service orders and service agreements for the selected customer. |
Market |
View or maintain marketing information for the selected customer. |
General |
View or maintain general information for the selected customer. |
Tab |
Description |
---|---|
General |
Enter or view additional information for the selected customer. |
Addresses |
Enter or view address information for the selected customer. Note You must create an alternative payment address for each customer who makes payments by using a French bill of exchange. |
Contact information |
Enter contact information for the selected customer. |
Miscellaneous details |
View or add personal or organizational information about the selected customer. |
Sales demographics |
Enter or view demographic information about the customer for sales purposes, such as the line of business, information about company chains, and the sales district. |
Credit and collections |
Select or view information about the credit given to the selected customer and the collection rules for the customer. |
Invoice and delivery |
Enter or view information about invoicing and delivery, giro money transfer slips, sales taxes, packaging material fees, and radio frequency identification (RFID) tags for the selected customer. |
Sales order defaults |
Enter or view information about sales orders, discounts, and supplementary item groups for the selected customer. |
Payment defaults |
Enter or view information that is related to payments for the selected customer, such as terms of payment and cash discounts. |
Financial dimensions |
View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures. |
Button |
Description |
---|---|
Customer |
Create a new customer record. |
Contacts |
View the contacts for the selected customer. |
Transactions |
View open transactions for the selected customer. |
Balance |
View the open balance for the selected customer. |
Forecast |
View forecast lines for items, item groups, the customer account, and the customer group for the selected customer. |
Bank accounts |
View bank account information for the selected customer. |
Summary update |
View an updated summary for the selected customer. In the Default values for summary update form, you can view the summary of a quotation, confirmation, picking list, packing slip, or invoice. |
Credit cards |
View credit card information for the selected customer. |
Attachments |
View documents or notes related to the selected customer. |
Taxes |
Open the Manage addresses form, where you can manage tax registration numbers for customers by their addresses. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Sales quotation |
Create a new sales quotation for the selected customer. |
Sales order |
Create a new sales order for the selected customer. |
Opportunity |
Create a new opportunity record for the selected customer. |
Trade agreement |
Create a new trade agreement for the selected customer. |
Quotations |
View or edit sales or project quotation information for the selected customer. |
Orders |
View or edit sales order information for the selected customer. |
Packing slips |
View packing slips for the selected customer. |
Leads |
View lead records that are associated with the selected customer. |
Opportunities |
View opportunity records that are associated with the selected customer. |
Agreements |
View all sales agreements for the selected customer. |
Sales price |
View, add, or update sales price information for the selected customer. |
Discounts |
View, add, or update discounts for the selected customer. |
Supplementary sales items |
View supplementary sales items for the selected customer. |
Send electronically |
Send an electronic price list to the selected customer. |
Non conformances |
View items that do not comply with predefined performance or quality standards. |
Setup |
Add additional information to the selected customer record. |
Free text invoice |
Create a new invoice that is not attached to a sales order for the selected customer. |
Invoice journal |
View the invoice journal for the selected customer. |
Project invoice |
View the project invoice journal for the selected customer. |
Bill of exchange |
View the bill of exchange for the selected customer. |
Post recurring invoices |
Set up recurring invoicing for the selected customer. |
Period statistics |
View statistics per period for the selected customer. |
COD outstanding |
View outstanding cash on delivery (C.O.D.) records for the selected customer. |
Bill of exchange statistics |
View the bill of exchange statistics for the selected customer. |
History on payment fee |
View the payment history for the selected customer. |
Payment journal |
Create a payment journal for the selected customer. |
Collection letters |
Create a new collection letter for the selected customer. |
Print/post collection letters |
Print a collection letter for the selected customer. |
Collection letter journal |
View the journal of collection letters for the selected customer. |
Settle open transactions |
Settle any open transactions for the selected customer. |
Closed transaction editing |
Modify a closed transaction for the selected customer. |
Calculate interest |
Calculate interest that the selected customer has accrued. |
Print /post interest notes |
Print the calculation of the interest that the selected customer has accrued. |
Interest journal |
View the interest journal for the selected customer. |
Statements |
View statements for the selected customer. |
Write off |
Write off a collection record for the selected customer. |
Collections |
View collection records for the selected customer. |
Project quotation |
Create a project quotation for the selected customer. |
Project |
Create a new project for the selected customer. |
Statements |
View projects statements that are associated with the selected customer. |
Cost control |
Calculate the cost of a project for the selected customer. |
Invoice control |
View invoice control for the selected customer. |
Hour utilization |
Calculate the hourly cost of a project for the selected customer. |
Cash flow |
Calculate forecasted and actual cash flow for a project involving the selected customer. |
Quotations |
View project quotations for the selected customer. |
Project invoice |
View project invoices for the selected customer. |
Projects |
View the projects for the selected customer record. |
Service order |
Create a service order for the selected customer. |
Service agreement |
View, add, or update a service agreement for the selected customer. |
Service agreements |
View service agreements for the selected customer. |
Service orders |
View, add, or update a service agreement for the selected customer. |
Service objects |
Open the Service objects form, where you can view or define service objects for the selected customer. For example, a service object might be a building that is owned by the customer and that your organization is remodeling, or a set of the customer’s accounts that your organization is maintaining. |
Campaigns |
View campaigns that include the selected customer. |
Calls |
View the call log for the selected customer. |
Call lists |
View the call lists that include the selected customer. |
Mailings |
View the mailing lists that include the selected customer. |
New |
Create a case for the selected customer. |
Activities |
View, create, or update activities for the selected customer. |
Prospect |
View prospect records that are associated with the selected customer. |
Cases |
View cases involving the selected customer. |
Transaction log |
View the transaction log for the selected customer. |
Business classification |
Set up business classifications for the selected customer. |
Responsibilities |
View, add, or update employee responsibilities for the selected customer. |
Intercompany |
Set up trading relations, action policies, and value mapping for the selected customer. |
Print management |
Set up print management for the selected customer. |
Financial |
View financial statistics for the selected customer. |
Item statistics |
View a graph that displays the statistics of prospects related to the selected customer. |
Button |
Description |
---|---|
Change name |
Update or change the name of the customer. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Change party association |
Select a party from the global address book to associate with the selected customer. |
Map |
Open an online map for the selected address. |
More options |
Select the action to perform for an address record. In Microsoft Dynamics AX 2012 R2, select from the following options:
In Microsoft Dynamics AX 2012, select from the following options:
|
More options |
Select the action to perform for a contact information record. In Microsoft Dynamics AX 2012 R2, select from the following options:
In Microsoft Dynamics AX 2012, select from the following options:
|
Field |
Description |
---|---|
Account |
The customer identification number that is unique to the selected customer. |
Record type |
Select the party record type of the customer. |
Personal title |
Select the customer’s personal title. This field is only available if the record type is person. |
Personal suffix |
Select the customer’s personal suffix. This field is only available if the record type is person. |
Name |
Enter the name of the customer. |
Search name |
Enter the name that you will use when you search for the customer. |
Customer group |
Select the customer group that the customer belongs to. You must specify a customer group for each customer. When you select the customer group, the values of certain fields in the Customer groups form are automatically copied to the customer account. The following fields are included:
For more information, see Customer groups (form) and Create a customer group. |
Classification group |
Select a prioritization or sorting criterion group. |
Name sequence |
Select how the customer name should be displayed. For example, last, first, middle. This field is only available if the customer record type is organization. |
Number of employees |
Enter the number of people who work for the organization. This field is only available if the customer record type is organization. |
Organization number |
Enter the organization number that is assigned to the customer. This field is only available if the customer record type is organization. |
ABC code |
Select the ABC code. You can use this field to categorize parties. Your organization can determine the categorization types. This field is only available if the customer record type is organization. |
DUNS number |
Enter the Data Universal Numbering System (DUNS) number that is assigned to the organization. This number is unique to this organization. This field is only available if the customer record type is organization. |
Address books |
Select the address books to which the customer record is assigned. |
Language |
Select the language that is used for all external documents that are sent to the customer, such as invoices and account statements. When you create a customer, the default language in the Accounts receivable parameters form is copied to this field, but you can change the language as appropriate. |
Name or description |
|
Address |
View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format. |
Purpose |
View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services. |
Primary |
View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party. |
Type |
Select the communication method. |
Contact number/address |
Enter the contact information number or address, such as a mobile phone number or an email address. |
Primary |
If this check box is selected, the contact information is primary. Primary contact information is the principal form of communication for the selected party. To select or clear this check box, click More options and then select Advanced. |
One-time customer |
Select this check box to indicate that the customer is a one-time customer. |
Statistics group |
Select the statistics group for the customer. |
Account statement |
Select how often an account statement is sent to the customer. |
History available |
Select the order type history that is available for the customer. |
ID number |
Enter the government-issued identification number of the customer’s organization. |
Country/region |
Select the country/region where the customer is located. |
State or province |
Select the state or province where the customer is located. |
Vendor account |
Select the customer’s vendor account. |
Primary contact |
Select the primary contact for the customer. |
Line of business |
Select the line of business of the customer’s organization. |
Employee responsible |
Select the identifier of the employee who is responsible for the customer record. |
Segment |
Select the market segment to which the customer belongs. |
Subsegment |
Select the market subsegment to which the customer belongs. |
Company chain |
Select the parent organization of the customer. |
Sales district |
Select the district that corresponds to the geographical area where the customer is located. |
Currency |
Select the currency that should be entered by default on invoices for the selected customer. Note You can change the currency on the invoice or sales order header before you enter the sales lines. Create currency codes and exchange rates in the Currencies and Currency exchange rates forms. |
Invoicing and delivery on hold |
Select whether invoicing or deliveries have been put on hold for the customer. |
Mandatory credit limit |
Select this check box to require validation of the customer's credit limit before posting a sales order or invoice. Note If None is selected in the Credit limit type field in the Accounts receivable parameters form, and this check box is selected, the credit limit is checked against the customer’s balance. |
Credit rating |
Enter the customer's credit rating. |
Credit limit |
Enter the maximum amount that the customer can have as an outstanding account balance. If you enter zero (0.00), there is no credit limit validation. |
Collections contact |
Select the contact in the customer's organization who is responsible for collection inquiries. If a collections contact is not specified, the primary address for the customer is used. If a primary contact is not specified, email messages are sent to the first address listed in the Contacts field. |
Exclude interest charges |
Select this check box to exclude interest charges and notes for the customer. |
Exclude collection fees |
Select this check box to exclude collection fees and letters for the customer. |
Invoice account |
The invoice account address for the customer. |
Invoice address |
Select the address to use when you send invoices to the customer. |
Number sequence group |
Select a number sequence group to use for specific documents related to the customer. These are in addition to the default customer number sequences on the Number sequences tab of the Accounts receivable parameters form. Note If this field is empty, the sales order number sequence is used for internal documents that are related to sales orders. |
UPS zone |
Enter the UPS freight zone for the customer. |
Delivery terms |
Select the standard terms of delivery for the customer. Note You can change the terms of delivery in the sales order header before invoicing, and you can print the terms of delivery on shipping invoices and other documents. |
Mode of delivery |
Select the customer’s preferred delivery mode. |
Delivery reason |
Select a delivery reason identifier for the customer, such as sales, gifts, or samples. The delivery reason is used in connection with packing slips. |
Destination code |
Select the destination code that applies to the customer. You can use destination codes to divide deliveries into groups according to customer’s location. |
Receipt calendar |
Select the receipt calendar that coincides with the customer’s receiving schedule. |
Charge fuel surcharge |
Select this check box if sales order shipments to the customer are subject to a fuel surcharge. |
Sales tax group |
Select the sales tax group that applies to the selected customer. The sales tax group contains the sales tax codes that are available for use on sales and purchases. |
Tax exempt number |
Select the tax exempt number of the customer. Sales to companies in other countries/regions are often reported by tax exempt numbers. Note For companies that are based in an EU country/region, a tax exempt number must be included on all invoices that are sent to customers in other EU countries/regions. |
Prices include sales tax |
Select this check box if you want prices to include sales tax. |
Packing duty license number |
Enter the packing duty license number that is assigned to the customer by the sales tax authority. |
License number |
Enter the packaging material fee license number that is assigned to the customer's recycling company. |
Item tagging |
Select this check box if item tagging is mandatory for the customer. |
Case tagging |
Select this check box if case tagging is mandatory for the customer. |
Pallet tagging |
Select this check box if pallet tagging is mandatory for the customer. |
Active |
Select this check box to enable intercompany orders. |
Company |
Select the intercompany account number. |
Vendor account |
Select the vendor account number of the selected customer. If a customer has a credit amount because of an overpayment or a credit note, the Reimbursement periodic job transfers the amount to the vendor account of the customer. Note If the customer does not have a vendor account, a one-time vendor account is used to pay the customer. |
Create intercompany orders |
Select this check box to automatically create a purchase order when a sales order is created. |
Direct delivery |
Select this check box to use direct delivery on intercompany orders for the customer. |
Create indirect order lines |
Select this check box to allow an intercompany vendor to add lines to an original sales order. |
Charges group |
Select the charge group that is used with sales orders for the customer. |
Site |
Select the site that you ship from when delivering goods to the customer. |
Warehouse |
Select the warehouse that you ship from when delivering goods to the customer. |
Item - customer group |
Select the external item description group for the customer. |
Commission group |
Select the commission group that the customer is assigned to. |
Sales group |
Select the sales group that is assigned to the customer. The sales group includes a sales representative for the customer. When you create an invoice for the customer, the sales representative code of the sales group is entered by default, but you can modify this field or leave it blank. When a sales representative is linked to a customer, a commission is automatically calculated on the sale. |
Multiline discount |
Select the multiline discount group for the customer. |
Total discount |
Select the total discount group that the customer belongs to. The total discount group determines which discounts are calculated automatically. Total discounts are given for a total order. Use them to group discount allowances by customer, item, and volume. |
Supplementary item |
Select the supplementary item group that is attached to the customer. This group lists the extra items that are added to a sales order when a certain quantity of an item is sold. |
Sales order pool |
Select the sales order pool that sales orders for the customer are included in. |
Account number |
Enter the account number that the customer stores for your organization. |
Product model |
Select the product model group that has the appropriate default values for the customer. |
Intercompany |
Select the intercompany account number if the customer is an intercompany organization. |
Order entry deadline |
Select the order entry deadline group, which specifies the order entry deadline for a specific group of customers. |
Price group |
The price group that applies to the customer. Price groups are used to calculate the sales prices that are used when invoicing the customer. |
Line discount |
The line discount group that the customer belongs to. This field determines which line discounts are calculated automatically when you create order lines for the customer. Use line discount groups to group the discount offers by customer. You can also make the discounts dependent on customer account, item number, and quantity. |
Terms of payment |
Select the terms of payment for the customer. The terms of payment for an invoice determine the invoice due date. The due date is used to calculate the balance allocation for the customer. The due date is also used to print lists of invoices that are due, to calculate interest, and to create collection letters. The value that you select here is used as the default terms of payment on all customer orders, but you can change the terms of payment on the order or on the invoice before you post the invoice. |
Method of payment |
Select the method of payment that the customer typically uses. |
Payment specification |
Select the payment specification code that corresponds to the customer’s payment method. |
Payment schedule |
Select the customer’s invoice payment schedule. |
Payment day |
Select the payment day code that applies to the customer. The payment day is used in calculating the due date. The due date is always rounded up to the nearest specified date. The payment day can be specified for a specific day of the week or month. |
Cash discount |
Select the cash discount code that defines the early settlement discount. This discount is granted to the customer if an invoice is paid in full before a given date. By default, the cash discount code is transferred automatically to the order and invoice header when an order is created. Note Create and manage the terms for cash discounts in the Cash discounts form, and define whether the cash discount is calculated on amounts that include sales tax on the Sales tax tab of the General ledger parameters form. |
Bank account |
Select the primary bank account of the customer. If another bank account must be used, you can change the bank account in the payment journal. |
Bank account number |
The customer’s bank account number. |
Central bank purpose code |
Select the code that is used when reporting to the central bank for the customer. |
EAN |
(DNK) Enter the European Article Numbering (EAN) number that is assigned to the customer. This number is used for electronic invoicing of public sector organizations. Note (DNK) This control is available only to legal entities whose primary address is in Denmark. |
Address verification |
Select Yes to verify address information that is sent to Payment Services for Microsoft Dynamics ERP. Address information is sent regardless of this setting, but it is verified only if the check box is selected. If this field is blank, the setting for the same field in the Payment services form is used. This field is not displayed if a payment service is not set up, and it is not available unless the Credit card authorization check box is selected in the Accounts receivable parameters form. |
Void transaction when no results are available |
Select Yes to void the transaction if address verification information is not available. If this field is blank, the setting for the same field in the Payment services form is used. This field is not displayed if a payment service is not set up, and it is not available unless the Credit card authorization check box is selected in the Accounts receivable parameters form. |
Address verification status required to accept transactions |
Select how much information is required in order to accept the transaction:
If this field is blank, the setting for the same field in the Payment services form is used. This field is not displayed if a payment service is not set up, and it is not available unless the Credit card authorization check box is selected in the Accounts receivable parameters form. |
Prompt for card verification value |
Select Yes to display a form where you can enter the card verification value when a credit card transaction is entered. For American Express, this is a four-digit value. For Discover, MasterCard, and Visa, this is a three-digit value. If this field is blank, the setting for the same field in the Payment services form is used. This field is not displayed if a payment service is not set up, and it is not available unless the Credit card authorization check box is selected in the Accounts receivable parameters form. |
Default financial dimensions |
The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures. |
Where the %1 dimension is used |
The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group. |
1099-C indicator |
(USA) Select this check box to assign a 1099-C indicator to a non-federal customer. This indicator is used to report to the United States Internal Revenue Service (IRS) that the customer is unable to pay a receivables amount that is owed to your organization. Note (USA) This control is available only to legal entities whose primary address is in the United States. |
Comments |
(USA) Enter comments about the customer. Note (USA) This control is available only to legal entities whose primary address is in the United States. |
French Siret |
(FRA) Enter a Siret number for the customer. For more information, see (FRA) NAF codes and siret numbers. Note (FRA) This control is available only to legal entities whose primary address is in France. |
NAF ID |
(FRA) Enter a French Nomenclature des Activités Françaises (NAF code) for the customer. Note (FRA) This control is available only to legal entities whose primary address is in France. |
Factoring account |
(NOR) Select the factoring account for the selected customer. Note (NOR) This control is available only to legal entities whose primary address is in Norway. |
Payment ID type |
(NOR) Select the default payment ID type. Note (NOR) This control is available only to legal entities whose primary address is in Norway. |
About foreign currency revaluations for open customer transactions
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