(HUN) Compensation of customer/vendor transactions (form)

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

Click Accounts receivable > Common > Customers > All customers. Select a customer. On the Action Pane, on the Customer tab, in the Transactions group, click Transactions. In the Customer transactions form, select the transactions to include, and then click Compensation.

–or–

Click Accounts payable > Common > Vendors > All vendors. Select a vendor. On the Action Pane, on the Vendor tab, in the Transactions group, click Transactions. In the Vendor transactions form, select the transactions to include, and then click Compensation.

Use this form to select the open transactions that you can settle for a company that is both a customer and a vendor. You can associate a vendor with a customer or a customer with a vendor on the Miscellaneous details FastTab in either the Vendors form or the Customers form.

Example

Your company sells goods to Fabrikam, and your company purchases goods from Fabrikam. You have a customer record and a vendor record for Fabrikam. Currently, Fabrikam has a customer balance and a vendor balance.

You can use the Compensation of customer/vendor transactions form to select the open transactions that you want to use to settle the two balances. After the settlement, Fabrikam owes USD 500.

Navigating the form

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

Button

Upper pane

The upper pane displays the transactions for the customer or vendor that you selected for settlement in the Customer transactions form or the Vendor transactions form.

Lower pane

The lower pane displays the transactions for the customer or vendor that you can select for settlement.

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