Open customer transactions (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Accounts receivable > Common > Customers > All customers. Select a customer account. On the Action Pane, click Transactions, and then click Open.
Use this form to perform the following tasks:
View the open customer transactions that are related to the transaction that you selected in the Customer transactions form.
Manage the expected payment flow. You can change the due date, cash discount date, and cash discount amount.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
| Tab |
Description |
|
|---|---|---|
| Overview |
View or change the open customer transactions that are related to the voucher. |
|
| General |
View information for the selected open transaction. |
|
| Cash discount |
View or change the cash discount details for the selected open transaction. |
|
| Collections |
View collections status, interest, and collection letter information about the selected transaction. |
|
Fields
Fields |
Description |
|---|---|
Amount |
The transaction amount, in the accounting currency. |
Amount in transaction currency |
The transaction amount, in the invoice currency. |
Due date |
Enter or view the date that the transaction is due. |
Deadline |
Enter or view the date by which you must receive confirmation from the bank that the payment has been made. |
Cash discount date |
The cash discount date that will be used when the customer transaction is created. If an invoice is settled in time to obtain a cash discount, the cash discount is automatically posted to the ledger account that is specified for the cash discount. For more information, see About cash discounts. |
Cash discount amount |
The cash discount amount that will be included in the transaction when the invoice is settled. |
Customer account |
The customer account number. |
Date |
The transaction date. |
Collection letter |
If this check box is selected, a collection letter can be printed for this customer transaction. |
Collection letter |
The collection letter number for the transaction. |
Collection letter code |
The collection letter code that is included on the collection letter for the transaction. |
Date |
The transaction date for the collection letter. |
Valid collection letter code |
The collection letter code to use for the next collection letter for the transaction. You can select a collection letter code only if you are working with an open customer transaction. For more information, see Valid collection letter code. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).