Interest note adjustment history (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. 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.
Tasks that use this form
Waive, reinstate, or reverse interest or fees
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
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). |
Fields
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:
|
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. |
See also
Reinstate waived interest notes (form)
Reinstate waived interest on customer transactions (form)
Reverse interest on customer transactions (form)
Waive interest on customer transactions (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).