(DNK) Set up customer accounts for OIOUBL electronic invoicing
应用于: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use the 客户 form to specify the address and contact details for customers who you want to generate electronic invoices for. You can create contacts in the 联系人 form and assign the contact to a customer account. The contact information is included when you generate an electronic invoice for a customer.
单击 应收帐款 >常用 >客户 >所有客户。
Double-click a customer account.
In the 客户 form, click 编辑, and then click the 地址 FastTab to verify that the country/region code, ZIP/postal Code, and street name are entered for the primary address.
Click the 发票和交货 FastTab, and then in the EAN field, enter the 13-digit European Article Numbering (EAN) number that is assigned to the customer.
Click the 付款默认值 FastTab, and then in the 付款方式 field, select a method of payment for the customer.
On the Action Pane, click 联系人 > 添加联系人, and then create a contact person for the selected customer.
In the 联系人 form, in the 称谓 field, select the title of the contact.
In the 名字, 中间名, and 姓氏 fields, select the first, middle, and last names of the contact person.
备注
The name of the contact person is updated in the 联系人 FactBox in the 客户 form.
Close the forms.