(RUS) Settle a sales transaction manually

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

You can settle counteragent transactions manually by using the Facture and payment settlement form if the Automatic settlement check box is cleared in the Accounts receivable parameters form.

1. Click Accounts receivable > Setup > Accounts receivable parameters.

2. On the Settlement tab, clear the Automatic settlement check box.

3. Press CTRL+S or close the form.

4. Click Accounts receivable > Common > Customers > All customers.

   备注

   For more information, see "Customers (form)" in the Applications and Business Processes Help.

5. Select a customer account, and then click Functions > Facture and payment settlement to open the Facture and payment settlement form.

6. In the Look in field, select Agreement.

7. In the Contracts group field, select the contract group.

8. In the DVR field, select the contract registration number.

9. Select the Mark check box to select the transaction for settlement.

   备注

   Select the reimbursement transaction for settlement in the upper pane and the disbursement transaction in the lower pane.

10. Click Update to perform settle the counteragent transaction.

    备注

    If an exchange adjustment is performed from the settlement transaction, a reference to the contract group and registration number of the contract will be stored in the exchange adjustment transaction.

See also

(RUS) Settle sales transactions periodically

(RUS) Adjust counteragent transactions in accounts receivable