Customer pools (form)

Article
05/05/2014

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 > Collections > Customer pools.

Use this form to set up customer pools, which are queries that define a group of customer accounts that can be displayed and managed for collections or aging processes. Use customer pools to filter information on the Collections list page and on related list pages. You also use customer pools to filter the customer accounts that are included when aging snapshots are created.

Task that uses this form

Set up collections

Example

To create a pool that includes only customers whose balances are more than 1,000.00, click Select pool criteria and enter the following information:

Table – Customer aging snapshot
Field – Amount due balance
Criteria – 1000.00

Navigating the form

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

Buttons

Button	Description
Select pool criteria	Open the Customer pools criteria form, where you can specify criteria for the query that is associated with the selected customer pool. For example, you might set up a query for the Customers table where the Name field criteria is A..K. For more information, see Advanced filtering and query options.
Preview customer pool	Open the Collections list page, where you can view the results of the query that is associated with the selected customer pool.

Fields

Field	Description
Pool ID	Enter an identifier for the customer pool, such as A..K. This identifier appears in filter lists for collections-related list pages.
Pool description	Enter a description of the customer pool, such as Customers A through K. This description appears in filter lists for collections-related list pages.
Pool type	Select the type of customer pool to create. Collections – Select this option to use the customer pool as a filter on the Collections list page and on related list pages. Aging snapshot – Select this option to use the customer pool as a filter to create aging snapshots.
Table	The information in this field depends on your selections in a query.
Field	The information in this field depends on your selections in a query.
Criteria	The information in this field depends on your selections in a query.