Interest note adjustment history (form) [AX 2012]

Updated: November 9, 2010

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. On the Action Pane, click the Collect tab, and then click History.

Use this form to view the details of previous adjustments to interest notes, fees, and transactions on interest notes for the selected customer.

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

Button

Description

Open interest note

Open the Interest note form, where you can view the details for the selected interest note. For more information, see Interest note (form).

Open adjustment invoice

Open the Free text invoice form, where you can view the details of the adjustment invoice, or credit note, that was created by the adjustment process to settle the charges that a customer owes. For more information, see Free text invoice (form). You can also convert the credit note to a vendor payment, and give a refund to the customer. For more information, see Reimburse customers.

View user

Open the User form, where you can view the permissions and status of the user who entered the adjustment. You can also update this information. For more information, see User (form).

Field

Description

User name

The user who entered the adjustment.

Date

The date and time when the adjustment was entered.

Type

The type of charge that was adjusted:

  • Interest note – The adjustment affected all of the charges for the interest note.

  • Interest note transaction – The adjustment affected only specific interest transactions for the interest note.

  • Interest note transaction – The adjustment affected only specific fees for the interest note.

Action

The type of adjustment that was created: Waive, Reinstate, or Reverse. For more information, see Waive, reinstate, or reverse interest or fees.

Amount

The currency amount that was adjusted on the interest note.

Interest note

The identifier of the interest note that was adjusted.

Adjustment invoice

The identifier of the adjustment invoice, or credit note, that was created to settle the interest note.

Comments

Any notes that were entered when the adjustment was made.


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