Accounts receivable roadmap [AX 2012]

Updated: September 3, 2014

This topic is a roadmap to additional information about Accounts receivable in Microsoft Dynamics AX. It includes links to information about how to get started, configure, and use Accounts receivable and information on which modules integrate with Accounts receivable.

Microsoft Dynamics AX 2012 includes Accounts receivable features that help you track customer invoices and incoming payments. You can create customer invoices that are based on sales orders or packing slips. You can also enter free text invoices that are not related to sales orders. You can receive payments by using several different payment types, such as bills of exchange, cash, checks, credit cards, and electronic payments. If your organization includes multiple legal entities, you can use centralized payments to record payments in a single legal entity on behalf of the other legal entities.

On this page

Get started

Configure

Integration with Accounts receivable

Related resources

Lifecycle Services*(cloud-based workspace)

Help and Resources Datasheet for Microsoft Dynamics AX 2012 (download)

Business Process Diagram Templates for Microsoft Dynamics AX 2012 R2(download)

Resource Page for Financials Management in Microsoft Dynamics AX 2012(blog)

* In order to use Lifecycle Services, you must have a CustomerSource or PartnerSource account, and have created a project. For more information, see the Lifecycle Service User Guide

Use Accounts receivable to track customer invoices and payments that you receive from customers. You can set up customer groups, customers, posting profiles, interest notes, collection letters, commissions, and parameters regarding customers, charges, deliveries and destinations, bills of exchange, and other types of Accounts receivable information.

Task

Details

More information

Learn what’s new in Accounts receivable

Several features have been added to Accounts receivable in Microsoft Dynamics AX 2012, Microsoft Dynamics AX 2012 R2, and Microsoft Dynamics AX 2012 R3.

What’s new Accounts receivable features [AX 2012]

Learn about Accounts receivable

Accounts receivable lets you track customer invoices and incoming payments. You can create customer invoices that are based on sales orders or packing slips.

Accounts receivable

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Complete the tasks in the following table to set up and configure Accounts receivable

Task

Details

More information

Set up required Accounts receivable information

Set up customer groups, customers, posting profiles, interest notes, collection letters, commissions, and parameters regarding customers, charges, deliveries and destinations, bills of exchange, and other types of Accounts receivable information.

Configuring required Accounts receivable information

Configuring Accounts receivable journals

Collections and credit in Accounts receivable

Maintaining customer information

Set up customer invoices

Enter customer invoices based on sales orders or packing slips. You can also enter free text invoices that are not related to sales orders.

Configuring customer invoices

Retrieve, enter, and validate orders

Set up a free text invoice

About free text invoice workflows

Set up customer payments

Accept different types of payments from customers, such as bills of exchange, cash, checks, credit cards, and electronic payments.

Configuring customer payments

Configuring customer payment formats

Configuring customer payment settlements

Configuring collections

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Task

Details

More information

Enter customer invoices

Enter customer invoices that are based on sales orders or packing slips. You can also create free text invoices that are not related to sales orders.

Create customer invoices for sales orders

Create free text invoices

Post and print paper customer invoices

Post and submit electronic customer invoices

Key tasks: Customer invoices

Receive and post payments from customers

Receive payments by using several different payment types, such as bills of exchange, cash, checks, credit cards, and electronic payments.

Enter customer payments based on checks or bank reports

Enter and settle customer payments in a payment journal

Receive and register customer payments automatically

Manage customer payment settlements

Key tasks: Collections

Key tasks: Customer payments and settlements

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Accounts receivable can be integrated with the following modules and Microsoft products:


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

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