Customer payment management fee (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 > Setup > Payment > Methods of payment. Click Payment step process. Select a payment step and then click Payment fee.
Use this form to specify the details of the payment fees for the payment step that is selected in the Payment step process form.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Overview |
Create or view the identifications for payment fee handling for the payment step that is selected in the Payment step process form. |
General |
View information for the payment fee that is selected on the Overview tab. |
Fields
Field |
Description |
---|---|
Identification |
Enter an identification for the fee. |
Description |
Enter a description for the fee. |
Fee description |
Enter a description for the transaction. |
Charge |
Select whether to charge the customer or use a financial cost.
|
Main account |
If Ledger is selected in the Charge field, select a main account for posting in the ledger. |
Method of payment |
Select a method of payment that will be used for the actual payment fee. |
Payment step identification |
The identification of the step in the payment flow. |
Groupings |
Select a method to use to select bank information:
|
Bank relation |
Select a bank relation:
|
From date |
The start of the date interval for the fee calculation. |
To date |
The end of the date interval for the fee calculation. |
Minimum |
Enter the minimum transaction amount to activate the fee. |
Maximum |
Enter the maximum transaction amount to activate the fee. |
Percentage/Amount |
Select a calculation method of Amount or Percent, and then enter the fee amount or percentage in the Fee amount field. |
Currency |
The currency code for the fee. |
Fee amount |
The size of the fee as a percentage of the payment or amount, depending on the selection in the Percentage/Amount field. The percentage or amount is for one payment. |
Sales tax group |
If Ledger is selected in the Charge field, you can select a sales tax group to generate the relevant sales taxes. If sales tax is calculated, the net amount is posted on a ledger account, and the sales tax amount is posted on a sales tax account. |
See also
Methods of payment - customers (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).