(CZE) Advance invoice (form)

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

Click Accounts receivable > Common > Advance invoices > All advance invoices. To open an existing advance invoice, double-click the advance invoice. To create a new advance invoice, on the Action Pane, on the Advance invoice tab, click Advance invoice

Use this form to create an advance invoice.

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

Buttons

Button

Description

Edit

Modify the details of the advance invoice. When you click this button, the advance invoice is switched from read-only mode to modify mode.

Delete

Delete the selected advance invoice.

Advance invoice

Create a new advance invoice.

Credit note

Create a new credit note.

Header view

View header and header-related information on FastTabs.

Line view

View the header and line information together. You can expand the lines and line details tabs to see more information about lines.

Post

Post the advance invoice.

Print

Print the advance invoice.

Status

The status of the advance invoice. The status indicates how far the advance invoice has progressed in its life cycle.

Sales order

Select a sales order for an advance invoice.

Free text invoice

Select a free text invoice for an advance invoice.

Prepayment

Select a prepayment for an advance invoice.

Sales order

View the sale order associated with the advance invoice.

Free text invoice

View the free text invoice associated with the advance invoice.

Prepayment

View the prepayment associated with the advance invoice.

Advance invoice header

This tab is displayed only in the line view of the form.

Field

Description

Customer account

The customer who generated the order.

Name

The name of the customer who generated the order.

Invoice account

The customer who is invoiced.

Name

The name of the customer who is invoiced for the advance invoice.

One-time customer

A selected check box indicates that this is a one-time customer.

Date

Enter the date of the advance invoice.

Document date

Enter the date of any external document.

Date of VAT register

Enter the transaction date for the value-added tax (VAT) register period.

Advance invoice

The number of the advance invoice.

Currency

The currency for the advance invoice.

Invoice lines

This tab is displayed only in the line view of the form.

Field

Description

Description

The description of the selected advance invoice line.

Amount

Enter the advance invoice line amount.

Sales tax group

Select the customer’s tax group.

Item sales tax group

The item's tax group. If lines are identified by a description and a category, the reporting type that is specified for the item sales tax group determines the column in which the line amount for the transaction appears on the EU sales list. The reporting type can be Item, Service, or Investment, or the field can be blank.

Amount origin

The original amount on which sales tax is calculated.

Sales tax amount

The amount of calculated sales tax.

Offset account

Select the offset account for advance invoice line posting.

Invoice details on the payments tab

This tab is displayed only in the line view of the form.

Field

Description

Date

The date of the payment linked with the advance invoice.

Voucher

The related voucher of the payment.

Posted

A selected check box indicates the payment has been posted.

Company accounts ID

The company that is associated with the payment.

Invoice details on the advanced invoice settlement tab

This tab is displayed only in the line view of the form.

Field

Description

Invoice

The invoice number of the related invoice.

Invoice date

The date of the related invoice.

Payment amount

The amount of the prepayment associated with the advance invoice.

Canceled

A selected check box indicates the advance invoice settlement is canceled.

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