(POL) Set up customer posting profiles [AX 2012]

Updated: November 9, 2012

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

You can set up the profiles that control the posting of customer transactions to the general ledger in the Customer posting profiles form. In this form, you can also create a collection letter sequence and attach it to a customer's posting profile.

NoteNote

This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.

  1. Click Accounts receivable > Setup > Customer posting profiles.

  2. In the Customer posting profiles form, press CTRL+N to create a posting profile, or select an existing posting profile. For more information, see 客户过帐模板 (窗体).

  3. On the Table restrictions tab, select the Interest check box to specify whether interest is calculated on the transaction.

  4. Select the Collection letter check box to specify whether to create collection letters for the posting profile.

  5. On the Setup tab, in the Account code field, select an account code to specify whether the posting profile applies to a single customer, a group of customers, or all customers.

  6. In the Account/Group number field, select the customer account number or group number associated with the posting profile.

    NoteNote

    If you selected All in the Account code field, you cannot select a value in the Account/Group number field.

  7. In the Collection letter sequence field, select the identification for the collection letter sequence associated with the posting profile.

  8. In the Interest code field, select the interest code to use to calculate interest.

  9. Press CTRL+S or close the form.


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

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