Waive fees (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 the Collect tab, and then click Fee > Waive.
You can waive, or forgive, fees that are part of interest notes. You might waive a fee if, for example, a customer disputes the charges and you want to maintain a good business relationship with the customer.
Note
You can also waive complete interest notes or specific interest transactions that are part of interest notes. For more information, see Waive interest notes (form) or Waive interest on customer transactions (form).
If necessary, you can reinstate waived fees later. For more information, see Reinstate waived fees (form).
Note
The total amount to be waived cannot exceed any limits that have been set for waiving customer interest and fees. For more information, see Manage customer waive limits (form).
When fees are waived, a credit note, or adjustment invoice, is created for the customer. This is used to automatically settle, or pay off, the amount that is due. The waived amount is the total for the fees, minus any previous payments by the customer, and minus any fees that were previously waived or written off. If the credit note amount exceeds what is owed by the customer, you can convert the balance that remains to a vendor payment, and give a refund to the customer. For more information, see Reimburse customers.
When you waive fees, a historical record is created that lists the user who entered the adjustment, the date and time of the adjustment, and other details. To view this record, click History on the Collect tab on the All customers list page. For more information, see Interest note adjustment history (form).
Tasks that use this form
Waive, reinstate, or reverse interest or fees
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
|---|---|
View interest note |
View the details of the interest note that the selected fee is a part of. |
Waive |
Waive the selected fees and close the form. |
Fields
Field |
Description |
|---|---|
Waive |
Select the check box for each fee that you want to waive. |
Start date |
The first date for charges on the interest note that the fee is part of. |
End date |
The last date for charges on the interest note that the fee is part of. |
Waived amount |
Any amount that was previously waived on the interest note that the fee is part of. |
Fee amount |
The amount of the fee. |
Interest note |
The identifier of the interest note that the fee is part of. |
Fee write-off amount |
Any fees that were previously written off for this customer. Writing off is a separate process that is used for bad debts. This process marks all customer transactions for settlement instead of only making adjustments to interest notes. For more information, see Collections and credit in Accounts receivable and Key tasks: Collections. |
Notes |
Optional: Enter notes about the action. |
See also
Interest note adjustment history (form)
Manage customer waive limits (form)
Waive interest on customer transactions (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).