(CHN) Create a voucher type
Important
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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Use the Voucher type setup form to set up voucher types. You can set up rules to validate the accounts that are used for a voucher type.
Note
The Voucher type setup form is available only if you select the Chinese voucher system check box in the General ledger parameters form.
Click General ledger > Setup > Journals > Voucher type setup > Voucher type.
Click New to create a voucher type.
In the Voucher type field, enter the unique identification code for the selected voucher type.
In the Description field, enter a description for the selected voucher type.
In the Voucher type number field, enter a number for the selected voucher type.
In the Priority field, enter a priority for the selected voucher type. Priority values range from 1 to 5.
Select the Default check box to specify that the voucher type is used by default during posting whenever you cannot indicate a voucher type, such as during the posting of sales invoices or production orders.
Note
You can assign only one default reference for each voucher type.
On the General tab, in the Number sequence code field, select the default number sequence for the voucher type.
In the Print layout group field, select the default print layout group that is used for the voucher type when the voucher is printed by using the General journal form. You can set up print layout groups in the Print layout form. For more information, see (CHN) Print layout (form).
In the Name field, select the name of the default journal.
In the Default prepared by field, select the name of the person who prepared the voucher. This name is printed on the Chinese voucher report.
In the Default approved by field, select the name of the person who approved the voucher.
On the Rules tab, click Add to open the Select voucher type rule form, where you can select a rule to validate the accounts that are used for the selected voucher type.
Click OK to add the selected rule to the Restriction field.
In the Account type field, select the account type to use for the selected restriction.
In the Main account field, select the ledger account for the account type.