(EEUR) Officials (form)
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
Navigating the form
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:
|
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:
|
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:
|
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:
|
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:
|
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).