(RUS) Unsettled payments (form)

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

Click Accounts receivable > Periodic > Sales book > Sales books journal. Click Functions > Transform to prepayment.

Use this form to convert payments to prepayments and to view open customer transactions.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tab	Description
Overview	View open customer payment transactions.
General	View amounts and balances in the transaction currency and the accounting currency.
Balance on the date	View unsettled payments that can be converted to prepayments.

Button	Description
Mark all	Select all of the transaction lines.
Unmark all	Deselect all of the transaction lines.
Cancel payment	Open the Cancel payment form, where you can cancel a selected transaction.
Prepayment handling	Convert a payment to a prepayment.
Settle open transactions	Open the Settle open transactions form, where you can settle open transactions.
Facture and payment settlement	Open the Facture and payment settlement form, where you can settle invoices and payments that are related to factures.

Field	Description
Mark	Select this check box to mark a transaction for prepayment or settlement.
Same date	Select this check box to create prepayment transactions with the same date as the selected transaction.
Voucher	The ledger voucher number that the transaction is attached to.
Date	The payment date.
Customer account	The customer account number that is associated with the voucher.
Description	The transaction text.
Amount in transaction currency	The amount in the transaction currency.
Balance	The balance in the transaction currency.
Currency	The currency code for the amount in the transaction currency.
Amount	The amount in the accounting currency.
Balance (In the Accounting currency field group on the General tab)	The balance in the accounting currency.
Invoice to settle	A selected check box indicates that the invoice is to be settled.