(RUS) Advance holders (form) [AX 2012]

Updated: January 29, 2013

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

Click Accounts payable > Common > Advance holders > Advance holders. Select an advance holder, and then click Edit.

Use this form to create a directory of employees who are advance holders.

The following tables provide descriptions for the controls in this form.

Button

Description

Transactions

Open the Advance holder transactions form, where you can view the transactions for the advance holder.

Balance

Open the Balance form, where you can view the balances for the advance holder.

Functions

Open a menu that contains the following items:

  • Settle open transactions – Open the Open-transaction editing in several currencies form, where you can manually settle open advance holder transactions.

  • Closed transaction editing – Open the Closed transaction editing in several currencies form, where you can view or modify the details of closed or settled advance holder transactions.

Settlements

Open the Transaction settlements form, where you can view the transactions for settlement for the advance holder.

Field

Description

Advance holder

Select this check box to indicate that the employee is an advance holder.

Worker ID

The unique internal number that is used to identify an advance holder.

Personnel number

The personnel number of the worker.

Worker

The name of the worker.

Search name

The text that is used as a quick reference to search for the name of the advance holder.

INN

The tax identification number of the advance holder.

Group

Select the advance holder group code.

Status

The status of the worker, which specifies whether the worker is currently employed with the organization.

E-mail

The email address of the worker.

Position

The position of the worker in the organization.

Department

The department of the worker.

Telephone

The telephone number of the worker.

Document code

Select a code for the document that is used to verify the identity of the advance holder.

Series

Enter the series of the document that is used to verify the identity of the advance holder.

Number

Enter the number of the document that is used to verify the identity of the advance holder.

Issue date

Select or enter the document issue date.

Issued by

Enter the details of the authority or person who has issued the document.

Type of works

Select the type of works.

Agreement

Select the default value for the advance holder for this dimension.

Cost center

Select the default value for the advance holder for this dimension.

Department

Select the default value for the advance holder for this dimension.

Profit tax

Select the default value for the advance holder for this dimension.


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

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