Payment journals - Customer (list page)

  • Article

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 > Payments > Payment journals.

Use this list page to enter and post payments that you receive from customers.

Some buttons on the list page are not available when a journal has been submitted to workflow for approval. When the journal is approved, the options for the Post button are available, and the other controls on the page are not available. You can view, modify, or process payments for a journal that has been approved. If you change a journal that has been approved, the workflow status is reset, the options for the Post button are not available, and the other controls are available. After the changes have been made, the journal must be resubmitted for approval.

Tasks that use this form

Key tasks: Customer payments and settlements

Place an Accounts receivable transaction on hold

Register and post a postdated check from a customer

The following tables provide descriptions of controls that differ from the controls in the Payment journal form. For information about the other controls on this page, see Journal header (form) or Journal voucher - Customer payment journal (form).

Buttons

Button

Description

Payment journal

Open the Payment journal form, where you can enter and post payments that are received from customers.

Customer payments

Open the Enter customer payments form, where you can enter, settle, and save customer payments.

Edit lines

Open the Journal voucher form, where you can modify payments in the selected journal.

Fields

Field

Description

Queue

The workflow work item queue for the selected payment journal.

Assigned to queue

The time and date when the payment journal was assigned to the queue.

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