(EEUR) Officials (form)

  • Article

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

Click Organization administration > Setup > Contacts > Officials.

Use this form to set up the signature and certification requirements for primary documents. Primary documents include sales order invoices, purchase order credit notes, and general ledger deferrals.

Task that uses this form

(EEUR) Key tasks: Set up officials to certify financial documents

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

Tabs

Tab

Description

General

Add the position and related information for the officials who can sign all types of primary documents.

Ledger

Add the position and related information for the officials who can sign internal financial documents that are related to cash flow. You can add positions for the following documents:

  • Cash slips

  • Advance report

  • Page of cash book

  • Count statement

  • Deferrals (This document type is available only to legal entities whose primary address is in Russia.)

Sales orders

Add the position and related information for the officials who can sign outgoing primary documents that are related to customers. You can add positions for the following documents:

  • Invoice for payment (This document type is available only to legal entities whose primary address is in Russia.)

  • Invoice

  • Facture (This document type is available only to legal entities whose primary address is in Russia.)

  • Invoice - credit-note

  • Facture - credit-note (This document type is available only to legal entities whose primary address is in Russia.)

  • Tax transaction facture (client) (This document type is available only to legal entities whose primary address is in Russia.)

Purchase orders

Add the position and related information for the officials who can sign incoming primary documents that are related to vendors. You can add for the following documents:

  • Invoice

  • Facture (This document type is available only to legal entities whose primary address is in Russia.)

  • Invoice - credit-note

  • Facture - credit-note (This document type is available only to legal entities whose primary address is in Russia.)

  • Invoice for payment (This document type is available only to legal entities whose primary address is in Russia.)

  • Tax transaction facture (vendor) (This document type is available only to legal entities whose primary address is in Russia.)

Inventory item management

Add the position and related information for the officials who can sign warehouse documents when tangible assets are issued to a customer or when tangible assets are received from a vendor. You can add positions for the following documents:

  • Issue slip for sales order (M-15) (This document type is available only to legal entities whose primary address is in Russia.)

  • Rmb. slip/Receipt order

  • Issue slip for transfer order (M-15) (This document type is available only to legal entities whose primary address is in Russia.)

Fields

Field

Description

Position

Select the official’s title.

Name

Select the official’s name.

If the official is not in the list of employees, enter the full name of the official.

Job title

Select the official’s job title.

Account code

Select whether the official can certify all documents for the selected document type or only documents for a specific customer or vendor record.

Account relation

Select the customer or vendor account that is related to the selected account code.

Note

This field is available only if you selected Record in the Account code field.

Our

A selected check box indicates that the position is internal.

Association with warehouse

Select whether the official is assigned to all warehouses or only a specific warehouse:

  • All – The official is assigned to all warehouses.

  • Record – The official is assigned to a specific warehouse.

Warehouse

Select the warehouse code that corresponds to the warehouse to which the official is assigned.

Note

This field is available only if you selected Record in the Association with warehouse field.

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