(BRA) Assign fiscal document types for customers or vendors [AX 2012]

Updated: July 25, 2012

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

You can assign a default type of fiscal document for customer or vendor fiscal documents. The fiscal document type defines the number sequence, series, and layout of the fiscal documents. You can assign a fiscal document type for a combination of customers or vendors, item types, or fiscal establishments.

  1. Click Accounts payable > Setup > Assign fiscal document types.

    –or–

    Click Accounts receivable > Setup > Assign fiscal document types.

    –or–

    Click Project management and accounting > Setup > Assign fiscal document types.

  2. Create a record.

  3. In the Account code field, select one of the following options to indicate the account code that the fiscal document type is assigned to:

    • Table – Assign the fiscal document type to a customer account or a vendor account.

    • Group – Assign the fiscal document type to a customer group or a vendor group.

    • All – Assign the fiscal document type to all customers or all vendors.

  4. In the Account relation field, select the customer account, customer group, vendor account, or vendor group to assign the fiscal document type to. This field depends on the selection in the Account code field.

    NoteNote

    This field is available only if you select Table or Group in the Account code field.

  5. In the Item type field, select Item or Service as the type of item to assign the fiscal document type to.

    NoteNote

    This field is available only from Accounts receivable and Project management and accounting.

  6. In the Fiscal establishment ID field, select the fiscal establishment that the fiscal document type is assigned to.

  7. In the Fiscal document type field, select the default fiscal document type for the combination of customers or vendors, item type, or fiscal establishment that you selected in the Account code, Account relation, Item type, and Fiscal establishment ID fields.


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

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