Billing classifications (form) (Public sector)
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 > Billing classifications.
Use this form to create and maintain billing classifications. A billing classification is an Accounts receivable group that is processed and viewed separately or with other groups of receivables. For example, a billing classification might be a department or functional area.
All free text invoices must be associated with a billing classification.
Note
This form is available only if the Public Sector configuration key is selected.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
Policies |
Set the policies for free text invoices that are assigned to the selected billing classification. |
Billing codes |
Associate billing codes with the selected billing classification. |
Buttons
Button |
Description |
|---|---|
New |
Create a new billing classification. |
Delete |
Delete the selected billing classification. Note Once a billing classification is assigned to a transaction, it cannot be deleted. |
Up |
Move the selected row up one settlement priority level. |
Down |
Move the selected row down one settlement priority level. |
Add |
Associate a new billing code with the selected billing classification. |
Remove |
Remove the selected billing code from the billing classification. Note Once a billing code is assigned to a transaction, it cannot be removed from the billing classification. |
Fields
Fields |
Description |
|---|---|
Priority |
Set the billing classification settlement order that is applied when payments are received and the settlement feature or invoice lines feature is enabled. For more about how to enable these features, see Accounts receivable parameters (form). Note Payments are applied to invoices with the highest billing classification priority first (those with the lowest numeric assignment) in the billing code priority that is specified. Any remaining payment will be applied to the next highest billing classification priority in the billing code priority that is specified, until the payment is exhausted. |
Billing classification |
Enter the billing classification name. Note The billing classification name cannot be changed after it is created. |
Description |
Enter the billing classification description. |
Terms of payment |
Set the payment terms for invoices that are assigned to the billing classification. The payment terms will transfer to the invoice when a billing classification is selected. |
Use interest code from posting profile |
Select this check box to use the interest code from the posting profile for this billing classification. If you use this method, the interest will be calculated based on the customer instead of the billing classification. |
Interest code |
Select the interest code to use when calculating interest on overdue invoices that are assigned to this billing classification. Warning If no interest code is selected and the Use interest code from posting profile is not selected, interest will not be calculated. |
Use collection letter sequence from posting profile |
Select this check box to use the collection letter sequence from the posting profile for this billing classification. If you use this method, the collection letter sequence will be determined by the customer instead of the billing classification. |
Collection letter sequence |
Select the collection letter sequence to use when new collection letters for overdue invoices are created that are assigned to this billing classification. This option is only available if the Use collection letter sequence from posting profile option is not selected. |
Invoice number |
Select the number sequence for invoices that are assigned to the selected billing classification. |
Credit note number |
Select the number sequence for credit notes that are assigned to the selected billing classification. |
Restrict settlement of credit notes |
Select this check box to prevent credit amounts from being applied to transactions with a different billing classification than the credit note. Any remaining balance will be stored as a customer credit. |
Priority |
Set the billing code settlement order that is applied when payments are received and the settlement feature or invoice lines feature is enabled. For more information about how to enable these features, see Accounts receivable parameters (form). Payments are applied to invoices with the highest billing classification priority first (those with the lowest numeric assignment) in the billing code priority that is specified. Any remaining payment will be applied to the next highest billing classification priority in the billing code priority that is specified, until the payment is exhausted. |
Billing code |
Select the billing codes that will be available on free text invoices that have the selected billing classification assigned to them. If a billing code is not available, it may already be assigned to a billing classification. Each billing code can only be assigned to one billing classification. Payments will be applied to the highest billing classification priority (those with the lowest numeric assignment) in the billing code order that is specified. Any remaining payment will be applied to the next highest billing classification priority in the billing code priority that is specified, until the payment is exhausted. |
Description |
The billing code description. |
See also
Set up billing codes (Public sector)
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