(LVA) View a customer settlement transaction [AX 2012]

Updated: October 21, 2012

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


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

You can journalize and then view settlement transactions and prepayment reversal transactions for customers.

  1. Click System administration > Setup > Licensing > License configuration.

  2. Expand the General ledger node, and then select the Journalizing check box.

  3. Click OK.

  4. Click Accounts receivable > Setup > Accounts receivable parameters.

  5. Click the Ledger and sales tax tab, and select the Reverse on an invoice date check box to activate journalizing of prepayment reversal transactions for customers.

  6. Press CTRL+S or close the form.

  7. Click Accounts receivable > Reports > Transactions > Customer > Transactions. Select a customer. On the Action Pane, click Transactions.

  8. Select a customer transaction, and click Transactions on settlement to open the Transactions on settlement form and view the transactions that were created during the settlement.

  9. Press CTRL+S or close the form.

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