(BRA) Set up a custom check layout for a bank [AX 2012]

Updated: November 27, 2012

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

You can set up custom check layouts to print checks. You can then attach a custom check layout to a bank account. You can create different check layouts for different banks in Brazil.

  1. Click Cash and bank management > Setup > Custom check layout.

  2. In the Custom check layout field, enter an identification code for the custom check layout. In the Description field, enter a description for the layout.

  3. In the Report name field, enter the name of the report for the custom check layout.

  4. Close the form.

  5. Click Cash and bank management > Common > Bank accounts.

  6. Select or create a bank account. For more information, see 银行帐户(窗体).

  7. On the Action Pane, click the Set up tab, and then click Check to open the Check layout form.

  8. In the Check number method field, select one of the following options to indicate the method to use to generate check numbers:

    • Free – Check numbers are automatically generated when you use checks for payment. You can use this method when you do not have preprinted checks.

    • Fixed – Check numbers are generated based on the fixed check numbers that you set up for the bank account in the Creation of check form. For more information, see 创建支票 (窗体). You can use this method when you have preprinted checks.

  9. In the Check form field, select Brazilian check format.

  10. In the Custom check layout field, select the identification code of the custom check layout for the bank account.

    NoteNote

    This field is available only when you select Brazilian check format in the Check form field.

  11. In the Paper length field, specify the length of the paper that is used to print the check.

You can click Print test to open the Check layout - print test form, where you can create a test printout of the check to verify the layout.


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

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