(PM) Settle open transactions - customer (form)

  • Article

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

Click General ledger > Journals > General journal. Click Lines. Enter a payment line for a customer and then click Functions > Settlement.

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Click Accounts receivable > Journals > Payments > Payment journal. Click Lines. Enter a payment line and then click Functions > Settlement.

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Click Accounts receivable > Journals > Bill of exchange > Draw bill of exchange journal. Click Lines. Enter a bill of exchange line and then click Functions > Settlement.

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Click Accounts receivable > Common > Customers > All customers. On the Action Pane, on the Collect tab, click Settle open transactions.

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Click Accounts receivable > Common > Free text invoices > All free text invoices. On the Action Pane, click Settle open transactions.

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Click Sales and marketing > Common > Sales orders > All sales orders. On the Action Pane, on the Invoice tab, click Open transactions.

Use this form to view open customer transactions and mark them for settlement. For example, you can settle payments with invoices.

The following table provides descriptions for the controls in this form.

Note

The information is specific to Process manufacturing production and logistics.

For more information about the features and controls in this form, see:

 Settle open transactions - customer (form)

Buttons

Button

Description

Functions

Select Rebate program or TMA rebate program to open the Rebate form. You use this form to view and process rebates generated from invoiced sales order lines based on applicable rebate agreements.

You can approve, cumulate, and process rebates from this form, in addition to marking a rebate for credit and adjusting the rebate amount. This form can also be used to remove rebate records.

See also

Rebate (form)

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