(ESP) Create and post free text invoices with delivery dates [AX 2012]

Updated: January 25, 2013

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

Before you create and post free text invoices with delivery dates, you must create due date limits in the Due date limits form. You must also select the Use the delivery date to calculate the payment due date check box in the Terms of payment form to check the calculated invoice due date against the effective due date limit. The invoice due date is adjusted to comply with the due date limit, if necessary. For more information, see (ESP) Set up due date limits to calculate invoice due dates and (ESP) Assign due date limits to terms of payment to calculate invoice due dates.

Invoice due dates for free text invoices are calculated in the same way as they are calculated for customer invoices, vendor invoices, and project invoices. For more information, see (ESP) About using delivery dates to calculate invoice due dates. Free text invoice transactions are included in the payment due date compliance report. For more information, see (ESP) Generate the payment due date compliance report.

Use the following procedure to create and post free text invoices with delivery dates.

  1. Click Accounts receivable > Common > Free text invoices > All free text invoices.

  2. On the Action Pane, click Free text invoice.

  3. In the Customer account field, select a customer account.

  4. In the Invoice lines grid, in the Description field, enter a description for the invoice line.

  5. In the Main account field, select the ledger account that the amount is posted to.

  6. In the Quantity and Unit price fields, enter a quantity and a unit price.

  7. On the Action Pane, click Header view.

  8. In the Delivery date field, select a delivery date for the items or services.

  9. On the Payment tab, in the Terms of payment field, select the terms of payment for the invoice.

  10. On the Action Pane, click Post, and then click OK to post the free text invoice.


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

社区附加资源

添加
显示: