(BRA) Assign fiscal document types (form)

  • Article

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

Click Accounts payable > Setup > Assign fiscal document types.

–or–

Click Accounts receivable > Setup > Assign fiscal document types.

–or–

Click Project management and accounting > Setup > Assign fiscal document types.

Use this form to assign the default fiscal document type used in fiscal documents that are issued to customers or vendors. You can assign a fiscal document type for the combination of customers or vendors, item types, or fiscal establishments selected in the Account code, Account relation, Item type, and Fiscal establishment ID fields.

Task that uses this form

(BRA) Assign fiscal document types for customers or vendors

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Account code

Select one of the following options to indicate the account code to assign the fiscal document type to:

  • Table – Assign the fiscal document type to a customer or vendor account.

  • Group – Assign the fiscal document type to a customer or vendor group.

  • All – Assign the fiscal document type to all customers or vendors.

Account relation

Select the customer account, customer group, vendor account, or vendor group to assign the fiscal document to.

Note

This field is available only if you select Table or Group in the Account code field.

Item type

Select Item or Service as the type of item to assign the fiscal document type to.

Note

This field is available only from Accounts receivable and Project management and accounting.

Fiscal establishment ID

Select the identification code of a fiscal establishment to assign the fiscal document type to.

Fiscal document type

Select the default fiscal document type for the combination of selected customers or vendors, item type, or fiscal establishment.

See also

(BRA) About updates to fiscal document types

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