(RUS) Set up parameters for advance holders
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
Click Accounts payable > Setup > Accounts payable parameters.
Note
This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.
Click Advance holders, and then in the Advance holders area, in the Posting profile field, select the default profile to complete transactions for advance holders.
Note
For more information, see (RUS) Set up posting profiles for accounting vouchers.
Select the Set default advance holder check box to set the current user as the advance holder.
Select the Advance holder sorting check box to display the advance holders at the beginning of the list in the Advance holders form.
Select the Issue when balance is open check box to allow issue of a cash advance to an advance holder who has an open positive balance.
Select the Settlement by profile check box to settle transactions only with an identical posting profile.
In the Name field under the Balance closing via cash field group, select the cash slip journal code. This journal code is used to generate cash disbursement slips and reimbursement slips when closing an advance holder's balances through cash.
Note
All journals are of the type Cash.
In the Cash field, select the cash account to determine the vouchers that are used for closing the balances for the advance holder.
In the Name field under the Balance closing via bank field group, select the journal code for transactions to close the balances through a bank.
In the Account type field, select Bank to close the balances for an advance holder through a bank.
In the Account field, select the bank account code to close the balances for an advance holder through a bank.
Press CTRL+S or close the form.