(RUS) Generate an expense account line using the Copy from sources function [AX 2012]

Updated: October 22, 2012

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

NoteNote

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

  1. Click Accounts payable > Common > Advance holders > Advance reports.

  2. Press CTRL+N and enter information in the required fields.

  3. In the lower pane, click the Lines tab.

  4. Click Functions, and then select Copy from sources to open the Create lines - Advance report form. The form displays a list of credit transactions posted by the advance holder.

    NoteNote

    In the upper pane, the Source type field displays the identification type of the original document. The source for type Facture is the purchase order, and the source for type Accounts payable is the vendor transaction. The Amount currency, Currency, and Amount fields indicate the total amount in the secondary currency of the transaction, the currency code, and the amount in the company's standard currency. In the lower pane, the Number field displays the number of the vendor's facture. The Description field displays the item name. The Currency, Amount currency, and Sales tax amount in currency fields display the voucher currency, the line amount, and the sales tax amount respectively.

  5. In the upper pane, select the Mark check box to confirm the documents to be copied.

  6. Click OK to transfer the expense data to the advance report.

    In the Document number field of the advance report, the number of the source facture is copied if the Line Type field of the advance report is set to Facture, or the number of the transaction is copied if the Line Type field of the advance report is set to Vendor.

    NoteNote

    You cannot edit the Amount, Currency, and Ledger account fields.

  7. Click Post to post the report.

  8. Press CTRL+S or close the form.


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

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