(RUS) Create a sales book [AX 2012]

Updated: October 24, 2012

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

VAT debt accrual is generated according to sales book entries. All factures for sales of goods, services, and advance payments from customers are included in the sales book.


This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.

  1. Click Organization administration > Setup > Organization > Legal entities.

  2. Click the Statutory reporting FastTab and, in the Report Folder field, specify the folder that contains the purchase book template.

  3. Close the form.

  4. Click Accounts receivable > Setup > Accounts receivable parameters.

  5. Click Number sequences, and in the Number sequence code field, select the number sequence for the reference type Sales book.

  6. Close the form.

  7. Click Accounts receivable > Periodic > Sales book > Sales books journal. A list of previously created sales books is displayed in the form.

  8. Create a new sales book.


    The New button is available only if all books that are listed in the form are closed. The Code field is updated automatically, based on the sales book numbering sequence.

  9. In the Name field, enter a name for the book.

  10. Click Update to open the Sales book form.

  11. In the To date field, select the end date of the settlement period for which the sales book is updated.


    When you create the first book, you can set only the end date. The dates cannot be edited for later books. The From date and To date fields are determined by the tax settlement period.

  12. Select the Close the book check box to close the book after the update.


    After you create and close the book, you cannot remove factures from the closed book. You cannot create new factures in a closed period.

  13. Click OK to create a new sales book. The lines of the sales book are refreshed, and the closing date is saved in the Closed date field of the book in the Sales books journal form.


    Click Delete to delete a sales book. Only the last book can be deleted regardless of whether it is closed or not.

  14. Click Print > Sales book to print the sales book in the internal report.


    In the Sales books journal form, click Lines to open the Sales book lines form to verify the sales book line details.

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