(JPN) Mark sales invoices for consolidation and calculate due dates
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You can consolidate several sales invoices each month. You must mark the sales invoices for consolidation, calculate due dates for payment, and post the consolidated invoice. The payment due date is based on the cutoff day that you specify, and on the holidays that you set up. If you specify the document date, which is the original transaction date, the due date is based on the document date instead of the invoice date.
Click Accounts receivable > Common > Sales orders > All sales orders. Double-click a sales order line.
In the Sales order form, click Header view, and then click Edit to modify the sales order.
Select the Target of consolidation check box to indicate that the invoice for the sales order will be consolidated later.
Note
This field is available only if you select the Consolidated invoice for customer check box in the Accounts receivable parameters form, and if the Consolidation day field in the Customers form is not set to zero.
Click the Price and discount FastTab.
In the Payment field, select the terms of payment that have been marked for holiday due date control. For more information, see (JPN) Set up the terms of payment and the cutoff day for a customer.
Note
To view the most recently consolidated invoice identification number and the date of the sales order, click Postings on the General tab. The Consolidation ID and Date fields display the last consolidated invoice identification number, and the date.
On the Invoice tab, click Invoice.
In the Posting invoice form, click OK to post the sales order.
Close the forms.
Click Accounts receivable > Common > Customers > All customers.
Select the customer account for the posted sales invoice, and then click Transactions.
In the Customer transactions form, select the posted invoice, and then click the Payment tab. The due date for the selected invoice is displayed in the Due date field.