Customers (Form) [AX 2012]

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Customers form [AX

2012]

This topic has not yet been rated

Updated:August 30, 2012

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics

AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Accounts receivable> Common> Customers> All

customers. In the All customerslist, doubleclick a customer

record to open it. Or, on the Action Pane, on the Customertab,

in the Newgroup, click Customerto create a new customer

record.

Use this form to create and maintain your organizations

customer records.

Tasks that use this form

Create a customer record

Assign a price group to a project, project contract, or

customer

Navigating the form

The following tables provide descriptions for the controls in

this form.

Tabs Action Pane

Tab Description

Customer Create or maintain customer information.

Sell Create or maintain sales information for the

selected customer.

Invoice Create or maintain invoicing information for

the selected customer.
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Collect Create or maintain collection information for


Projects Create or maintain project information for


Service Create or maintain service orders and service

agreements for the selected customer.

Market View or maintain marketing information for


General View or maintain general information for the

selected customer.

Tabs lower pane

Tab Description

General Enter or view additional information for


Addresses Enter or view address information for


Note

You must create an alternative

payment address for each customer

who makes payments by using aFrench bill of exchange.

Contact

information

Enter contact information for the

selected customer.

Miscellaneous

details

View or add personal or organizational

information about the selected

customer.

Sales

demographics

Enter or view demographic information

about the customer for sales purposes,

such as the line of business, information

about company chains, and the sales

district.

Credit and

collections

Select or view information about the

credit given to the selected customer

and the collection rules for the

customer.


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Invoice and

delivery

Enter or view information about

invoicing and delivery, giro money

transfer slips, sales taxes, packaging

material fees, and radio frequency

identification RFID tags for the

selected customer.

Sales orderdefaults

Enter or view information about salesorders, discounts, and supplementary

item groups for the selected customer.

Payment

defaults

Enter or view information that is related

to payments for the selected customer,

such as terms of payment and cash

discounts.

Financial

dimensions

View information about financial

dimensions, such as the defaultdimensions and where the dimensions

are used in account structures and

advanced rule structures.

Buttons Action Pane

Button Description

Customer Create a new customer record.

Contacts View the contacts for the selected

customer.

Transactions View open transactions for the

selected customer.

Balance View the open balance for the selected

customer.

Forecast View forecast lines for items, item

groups, the customer account, and the

customer group for the selected

customer.

Bank accounts View bank account information for the

selected customer.

Summary

update

View an updated summary for the

selected customer. In the Default

values for summary updateform,


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you can view the summary of a

quotation, confirmation, picking list,

packing slip, or invoice.

Credit cards View credit card information for the

selected customer.

Attachments View documents or notes related to


Taxes Open the Manage addressesform,

where you can manage tax registration

numbers for customers by their

addresses.

Note

This control is available only if

Microsoft Dynamics AX 2012 R2 is

installed.

Sales quotation Create a new sales quotation for the

selected customer.

Sales order Create a new sales order for the

selected customer.

Opportunity Create a new opportunity record for


Trade

agreement

Create a new trade agreement for the

selected customer.

Quotations View or edit sales or project quotation

information for the selected customer.

Orders View or edit sales order information

for the selected customer.

Packing slips View packing slips for the selected

customer.

Leads View lead records that are associated

with the selected customer.

Opportunities View opportunity records that are

associated with the selected customer.

Agreements View all sales agreements for the


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selected customer.

Sales price View, add, or update sales price

information for the selected customer.

Discounts View, add, or update discounts for the

selected customer.

Supplementary

sales items

View supplementary sales items for the

selected customer.

Send

electronically

Send an electronic price list to the

selected customer.

Non

conformances

View items that do not comply with

predefined performance or quality

standards.

Setup Add additional information to the

selected customer record.

Free text

invoice

Create a new invoice that is not

attached to a sales order for the

selected customer.

Invoice journal View the invoice journal for the

selected customer.

Project invoice View the project invoice journal for the

selected customer.

Bill of

exchange

View the bill of exchange for the

selected customer.

Post recurring

invoices

Set up recurring invoicing for the

selected customer.

Period

statistics

View statistics per period for the

selected customer.

COD

outstanding

View outstanding cash on delivery

C.O.D. records for the selected

customer.

Bill of

exchange

statistics

View the bill of exchange statistics for



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s ory on

payment fee

ew e paymen s ory or e

selected customer.

Payment

journal

Create a payment journal for the

selected customer.

Collection

letters

Create a new collection letter for the

selected customer.

Print/post

collection

letters

Print a collection letter for the selected

customer.

Collection

letter journal

View the journal of collection letters


Settle open

transactions

Settle any open transactions for the

selected customer.

Closed

transaction

editing

Modify a closed transaction for the

selected customer.

Calculate

interest

Calculate interest that the selected

customer has accrued.

Print /post

interest notes

Print the calculation of the interest

that the selected customer has

accrued.

Interest journal View the interest journal for the

selected customer.

Statements View statements for the selected

customer.

Write off Write off a collection record for the

selected customer.

Collections View collection records for the

selected customer.

Project

quotation

Create a project quotation for the

selected customer.

Project Create a new project for the selected

customer.

Statements View projects statements that are


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Cost control Calculate the cost of a project for the

selected customer.

Invoice control View invoice control for the selected

customer.

Hour

utilization

Calculate the hourly cost of a project


Cash flow Calculate forecasted and actual cash

flow for a project involving the

selected customer.

Quotations View project quotations for the

selected customer.

Project invoice View project invoices for the selected

customer.

Projects View the projects for the selected

customer record.

Service order Create a service order for the selected

customer.

Service

agreement

View, add, or update a service

agreement for the selected customer.

Service

agreements

View service agreements for the

selected customer.

Service orders View, add, or update a service

agreement for the selected customer.

Service objects Open the Service objectsform, where

you can view or define service objects


For example, a service object might be

a building that is owned by the

customer and that your organization is

remodeling, or a set of the customers

accounts that your organization is

maintaining.

Campaigns View campaigns that include the

selected customer.


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Calls View the call log for the selected

customer.

Call lists View the call lists that include the

selected customer.

Mailings View the mailing lists that include the

selected customer.

New Create a case for the selected

customer.

Activities View, create, or update activities for


Prospect View prospect records that are


Cases View cases involving the selected

customer.

Transaction log View the transaction log for the

selected customer.

Business

classification

Set up business classifications for the

selected customer.

Responsibilities View, add, or update employeeresponsibilities for the selected

customer.

Intercompany Set up trading relations, action

policies, and value mapping for the

selected customer.

Print

management

Set up print management for the

selected customer.

Financial View financial statistics for the selected

customer.

Item statistics View a graph that displays the

statistics of prospects related to the

selected customer.

Buttons lower pane

Button Description


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Change

name

Update or change the name of the

customer.

Note

This control is not available if Microsoft

Dynamics AX 2012 R2 is installed.

Change

party

association

Select a party from the global address

book to associate with the selected

customer.

Map Open an online map for the selected

address.

More

options

On theAddress

FastTab

Select the action to perform for an

address record.

In Microsoft Dynamics AX 2012 R2, selectfrom the following options:

Remove Mark the selected

address record as inactive.

You can delete all inactivated

addresses by running a batch job

in the Delete inactivated

addressesform.

Set defaults Select the default

address.

Advanced Open the Manageaddressesform.

In Microsoft Dynamics AX 2012, select

from the following options:

Remove Delete the selected

address record from the list.

Deactivate Set the status of the

selected address record to inactive.

The address record is not deleted.

Advanced Open the Manageaddressesform.

More

options

On the

Contact

information

FastTab

Select the action to perform for a contact

information record.

In Microsoft Dynamics AX 2012 R2, select



contact information record.


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contact information record.

Advanced Open the Edit

contact informationform.

In Microsoft Dynamics AX 2012, select



address record from the list.Deactivate Set the status of the

selected address record to inactive.

The address record is not deleted.

Advanced Open the Edit

contact informationform.

Fields

Field Description

Account The customer identification number

that is unique to the selected

customer.

Record type Select the party record type of the

customer.

Personal title Select the customers personal title.

This field is only available if the

record type is person.

Personal suffix Select the customers personal suffix.

This field is only available if the

record type is person.

Name Enter the name of the customer.

Search name Enter the name that you will use

when you search for the customer.

Customer group Select the customer group that the

customer belongs to. You must

specify a customer group for each

customer.

When you select the customer group,

the values of certain fields in the

Customer groupsform are

automatically copied to the customer

account. The following fields are

included:


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Terms of payment

Settle period

Item postingledger accounts

that include the Sales tax

groupaccount

For more information, see Customer

groups form and Create a customer

group.

Classification

group

Select a prioritization or sorting

criterion group.

Name sequence Select how the customer name

should be displayed. For example,

last, first, middle. This field is only

available if the customer record type

is organization.

Number of

employees

Enter the number of people who

work for the organization. This field is

only available if the customer record

type is organization.

Organization

number

Enter the organization number that is

assigned to the customer. This field is

only available if the customer record

type is organization.

ABC code Select the ABC code. You can use this

field to categorize parties. Your

organization can determine the

categorization types. This field is only


is organization.

DUNS number Enter the Data Universal Numbering

System DUNS number that is

assigned to the organization. This

number is unique to this

organization. This field is only


is organization.

Address books Select the address books to which the

customer record is assigned.

Language Select the language that is used for

all external documents that are sent
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to the customer, such as invoices and

account statements.

When you create a customer, the

default language in the Accounts

receivable parametersform is

copied to this field, but you can

change the language as appropriate.

Name ordescription Addressestab The name or

a description of the selected

address record for the

customer.

Contact informationtab

The name or a description of

the selected contact

information record for the

customer.

Address View the formatted information for

the selected address. This is the

address that will appear on a printed

document. The original address

record may contain information that

is not included in this view,

depending on the specific

country/region format.

Purpose View the purpose of the selected

address. For example, the address

may be used for deliveries only, or for

deliveries and services.

Primary View whether the address is primary.

A primary address is the principal

postal address for the selected party.

A primary address can also be the

default address for the party.

Type Select the communication method.

Contact

number/address

Enter the contact information number

or address, such as a mobile phone

number or an email address.

Primary If this check box is selected, the

contact information is primary.

Primary contact information is the

principal form of communication for


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.

this check box, click More options

and then select Advanced.

Onetime

customer

Select this check box to indicate that

the customer is a onetime customer.

Statistics group Select the statistics group for the

customer.

Account

statement

Select how often an account

statement is sent to the customer.

History

available

Select the order type history that is

available for the customer.

ID number Enter the governmentissued

identification number of the

customers organization.

Country/region Select the country/region where the

customer is located.

State or

province

Select the state or province where the


Vendor account Select the customers vendor account.

Primary contact Select the primary contact for thecustomer.

Line of business Select the line of business of the

customers organization.

Employee

responsible

Select the identifier of the employee

who is responsible for the customer

record.

Segment Select the market segment to which

the customer belongs.

Subsegment Select the market subsegment to

which the customer belongs.

Company chain Select the parent organization of the

customer.

Sales district Select the district that corresponds to

the geographical area where the


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Currency Select the currency that should be

entered by default on invoices for the

selected customer.

Note

You can change the currency on

the invoice or sales order header

before you enter the sales lines.

Create currency codes and

exchange rates in the Currencies

and Currency exchange rates

forms.

Invoicing and

delivery on hold

Select whether invoicing or deliveries

have been put on hold for the

customer.

Mandatory

credit limit

Select this check box to require

validation of the customer's credit

limit before posting a sales order or

invoice.

Note

If Noneis selected in the Credit

limit typefield in the Accounts

receivable parametersform, andthis check box is selected, the

credit limit is checked against the

customers balance.

Credit rating Enter the customer's credit rating.

Credit limit Enter the maximum amount that the

customer can have as an outstanding

account balance. If you enter zero

0.00, there is no credit limitvalidation.

Collections

contact

Select the contact in the customer's

organization who is responsible for

collection inquiries. If a collections

contact is not specified, the primary

address for the customer is used. If a

primary contact is not specified, email

messages are sent to the first address

listed in the Contactsfield.


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Exclude interest

charges

Select this check box to exclude

interest charges and notes for the

customer.

Exclude

collection fees

Select this check box to exclude

collection fees and letters for the

customer.

Invoice account The invoice account address for the

customer.

Invoice address Select the address to use when you

send invoices to the customer.

Number

sequence group

Select a number sequence group to

use for specific documents related to

the customer. These are in addition to

the default customer number

sequences on the Number

sequencestab of the Accounts

receivable parametersform.

Note

If this field is empty, the sales

order number sequence is used

for internal documents that are

related to sales orders.

UPS zone Enter the UPS freight zone for the

customer.

Delivery terms Select the standard terms of delivery

for the customer.

Note

You can change the terms of

delivery in the sales order headerbefore invoicing, and you can print

the terms of delivery on shipping

invoices and other documents.

Mode of

delivery

Select the customers preferred

delivery mode.

Delivery reason Select a delivery reason identifier for

the customer, such as sales, gifts, or


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samples.

The delivery reason is used in

connection with packing slips.

Destination

code

Select the destination code that

applies to the customer. You can use

destination codes to divide deliveries

into groups according to customers

location.

Receipt calendar Select the receipt calendar that

coincides with the customers

receiving schedule.

Charge fuel

surcharge

Select this check box if sales order

shipments to the customer are

subject to a fuel surcharge.

Sales tax group Select the sales tax group that appliesto the selected customer. The sales

tax group contains the sales tax codes

that are available for use on sales and

purchases.

Tax exempt

number

Select the tax exempt number of the

customer. Sales to companies in

other countries/regions are often

reported by tax exempt numbers.

Note

For companies that are based in

an EU country/region, a tax

exempt number must be included

on all invoices that are sent to

customers in other EU

countries/regions.

Prices include

sales tax

Select this check box if you want

prices to include sales tax.

Packing duty

license number

Enter the packing duty license

number that is assigned to the

customer by the sales tax authority.

License number Enter the packaging material fee

license number that is assigned to the

customer's recycling company.


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is mandatory for the customer.

Case tagging Select this check box if case tagging


Pallet tagging Select this check box if pallet tagging


Active Select this check box to enable

intercompany orders.

Company Select the intercompany account

number.

Vendor account Select the vendor account number of

the selected customer. If a customer

has a credit amount because of an

overpayment or a credit note, theReimbursementperiodic job

transfers the amount to the vendor

account of the customer.

Note

If the customer does not have a

vendor account, a onetime

vendor account is used to pay the

customer.

Create

intercompany

orders

Select this check box to automatically

create a purchase order when a sales

order is created.

Direct delivery Select this check box to use direct

delivery on intercompany orders for

the customer.

Create indirect

order lines

Select this check box to allow an

intercompany vendor to add lines toan original sales order.

Charges group Select the charge group that is used

with sales orders for the customer.

Site Select the site that you ship from

when delivering goods to the

customer.


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from when delivering goods to the

customer.

Item customer

group

Select the external item description

group for the customer.

Commission

group

Select the commission group that the

customer is assigned to.

Sales group Select the sales group that is

assigned to the customer. The sales

group includes a sales representative

for the customer. When you create an

invoice for the customer, the sales

representative code of the sales

group is entered by default, but you

can modify this field or leave it blank.

When a sales representative is linked

to a customer, a commission is

automatically calculated on the sale.

Multiline

discount

Select the multiline discount group

for the customer.

Total discount Select the total discount group that

the customer belongs to. The total

discount group determines which

discounts are calculated

automatically. Total discounts aregiven for a total order. Use them to

group discount allowances by

customer, item, and volume.

Supplementary

item

Select the supplementary item group

that is attached to the customer. This

group lists the extra items that are

added to a sales order when a certain

quantity of an item is sold.

Sales order pool Select the sales order pool that sales

orders for the customer are included

in.

Account

number

Enter the account number that the

customer stores for your

organization.

Product model Select the product model group that

has the appropriate default values for


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the customer.

Intercompany Select the intercompany account

number if the customer is an

intercompany organization.

Order entry

deadline

Select the order entry deadline group,

which specifies the order entry

deadline for a specific group of

customers.

Price group The price group that applies to the

customer. Price groups are used to

calculate the sales prices that are

used when invoicing the customer.

Line discount The line discount group that the

customer belongs to. This field

determines which line discounts arecalculated automatically when you

create order lines for the customer.

Use line discount groups to group the

discount offers by customer. You can

also make the discounts dependent

on customer account, item number,

and quantity.

Terms of

payment

Select the terms of payment for the

customer. The terms of payment for

an invoice determine the invoice due

date. The due date is used to

calculate the balance allocation for

the customer. The due date is also

used to print lists of invoices that are

due, to calculate interest, and to

create collection letters.

The value that you select here is used

as the default terms of payment on all

customer orders, but you can change

the terms of payment on the order oron the invoice before you post the

invoice.

Method of

payment

Select the method of payment that

the customer typically uses.

Payment

specification

Select the payment specification code

that corresponds to the customers

payment method.


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Payment

schedule

Select the customers invoice

payment schedule.

Payment day Select the payment day code that

applies to the customer.

The payment day is used in

calculating the due date. The due

date is always rounded up to the

nearest specified date. The payment

day can be specified for a specific day

of the week or month.

Cash discount Select the cash discount code that

defines the early settlement discount.

This discount is granted to the

customer if an invoice is paid in full

before a given date. By default, the

cash discount code is transferred

automatically to the order and invoiceheader when an order is created.

Note

Create and manage the terms for

cash discounts in the Cash

discountsform, and define

whether the cash discount is

calculated on amounts that

include sales tax on the Sales tax

tab of the General ledgerparametersform.

Bank account Select the primary bank account of

the customer. If another bank

account must be used, you can

change the bank account in the

payment journal.

Bank account

number

The customers bank account

number.

Central bank

purpose code

Select the code that is used when

reporting to the central bank for the

customer.

EAN DNK Enter the European Article

Numbering EAN number that is

assigned to the customer. This

number is used for electronic


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organizations.

Note

DNK This control is available only

to legal entities whose primary

address is in Denmark.

Address

verification

Select Yesto verify address

information that is sent to Payment

Services for Microsoft Dynamics ERP.

Address information is sent

regardless of this setting, but it is

verified only if the check box is

selected.

If this field is blank, the setting for the

same field in the Payment services

form is used. This field is not

displayed if a payment service is notset up, and it is not available unless

the Credit card authorizationcheck

box is selected in the Accounts


Void transaction

when no results

are available

Select Yesto void the transaction if

address verification information is not

available.




displayed if a payment service is not

set up, and it is not available unless




Address

verification

status required

to accepttransactions

Select how much information is

required in order to accept the

transaction:

Always accept transaction

Accept the transaction,

regardless of the results of the

address verification.

Account holder Compare

the cardholders name on the

transaction with the payment

services information.

Billing address Compare the

cardholders name and street


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address for the transaction

with the payment services

information.

Billing postal code

Compare the cardholders

name, street address, and

postal code for the transaction

with the payment services

information.









Prompt for cardverification

value

Select Yesto display a form whereyou can enter the card verification

value when a credit card transaction

is entered. For American Express, this

is a fourdigit value. For Discover,

MasterCard, and Visa, this is a three

digit value.









Default financial

dimensions

The default financial dimensions for

the main account. When you select a

financial dimension value, the Where

the %1 dimension is usedfield

group displays where the dimension

is used in account structures andadvanced rule structures.

Where the %1

dimension is

used

The account structures and advanced

rule structures that use the financial

dimensions that you selected in the

Financial dimensionsor Default

financial dimensionsfield group.

Note


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the selection in the Financial

dimensionsor Default financial

dimensionsfield group.

1099C

indicator

USA Select this check box to assign

a 1099C indicator to a nonfederal

customer. This indicator is used to

report to the United States Internal

Revenue Service IRS that the

customer is unable to pay a

receivables amount that is owed to

your organization.

Note

USA This control is available only


address is in the United States.

Comments USA Enter comments about the

customer.

Note

USA This control is available only


address is in the United States.

French Siret FRA Enter a Siret number for the

customer. For more information, see

FRA NAF codes and siret numbers.

Note

FRA This control is available only


address is in France.

NAF ID FRA Enter a French Nomenclaturedes Activits Franaises NAF code

for the customer.

Note

FRA This control is available only


address is in France.

Factorin NOR Select the factorin account
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Community Additions

account


Note

NOR

This control is available only


address is in Norway.

Payment ID

type

NOR Select the default payment ID

type.

Note

NOR This control is available only


address is in Norway.

See also

About foreign currency revaluations for open customer

transactions

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Customers (Form) [AX 2012]

Documents

Transcript of Customers (Form) [AX 2012]