(SWE) Set up the BG direct debit method of payment for a customer [AX 2012]

Updated: April 18, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the Customers form to set up a Bank giro (BG) direct debit method of payment for an existing or new customer.

  1. Click Accounts receivable > Common > Customers > All customers.

  2. On the General tab, press CTRL+N or click New in the Customer action group to create a new customer details. You can also view details for the selected customer account. For more information, see Create a customer record and Customers (form).

  3. In the Name and Customer group fields, select the name of the customer and the group that the customer belongs to.

  4. Click the Details tab, and in the Currency field, select SEK. The Bank Giro Centralen (BGC) manages direct debit payments only in Swedish Krona (SEK).

  5. Press CTRL+S to save the details and activate New on the Address tab.

  6. On the Address tab, click New, and select Sweden as the primary address. For more information, see Address setup (form).

  7. Click the Payment tab.

  8. In the Method of payment field, select a method of payment that is set up to use the Bank giro Autogiro (SE) export format.

  9. In the Bank account field, select the bank account that the customer has authorized your company to draw direct debits from.

  10. Close the form to save your changes.

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