(EST) Set up a customer reference number
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Before you set up reference numbers to link imported telebank payments to customers, you must assign a number sequence to the payment reference in the Accounts receivable parameters form. The reference numbers can be generated automatically, based on the number sequence.
Then, you can enter a reference number for payments in the Customers form. You can also use the Create payment reference numbers form to assign reference numbers to customers who do not have reference numbers.
Click Accounts receivable > Common > Customers > All customers.
Select a customer account. Or, on the Action Pane, on the Customer tab, in the New group, click Customer to create a customer account.
On the Payment defaults FastTab, in the Payment reference field, enter the reference number for payments.
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You can also use the Create payment reference numbers form to assign reference numbers to customers who do not have reference numbers. Click Accounts receivable > Periodic > Create payment reference numbers.
Press CTRL+S or close the form.
The reference numbers are generated automatically, based on the number sequence that is defined in the Accounts receivable parameters form.