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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
the selected customer.
Projects Create or maintain project information for
the selected customer.
Service Create or maintain service orders and service
agreements for the selected customer.
Market View or maintain marketing information for
the selected customer.
General View or maintain general information for the
selected customer.
Tabs lower pane
Tab Description
General Enter or view additional information for
the selected customer.
Addresses Enter or view address information for
the selected customer.
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
the selected customer.
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
the selected customer.
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
the selected customer.
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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
for the selected customer.
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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associated with the selected customer.
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
for the selected customer.
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 the selected customer.
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
the selected customer.
Prospect View prospect records that are
associated with the selected customer.
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.
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
from the following options:
Remove Delete the selected
contact information record.
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contact information record.
Advanced Open the Edit
contact informationform.
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 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
available if the customer record type
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
available if the customer record type
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
customer is located.
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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customer is located.
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
is mandatory for the customer.
Pallet tagging Select this check box if pallet tagging
is mandatory for the customer.
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
receivable parametersform.
Void transaction
when no results
are available
Select Yesto void the transaction if
address verification information is not
available.
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 not
set up, and it is not available unless
the Credit card authorizationcheck
box is selected in the Accounts
receivable parametersform.
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.
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 not
set up, and it is not available unless
the Credit card authorizationcheck
box is selected in the Accounts
receivable parametersform.
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.
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 not
set up, and it is not available unless
the Credit card authorizationcheck
box is selected in the Accounts
receivable parametersform.
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
to legal entities whose primary
address is in the United States.
Comments USA Enter comments about the
customer.
Note
USA This control is available only
to legal entities whose primary
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
to legal entities whose primary
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
to legal entities whose primary
address is in France.
Factorin NOR Select the factorin account
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Community Additions
account
for the selected customer.
Note
NOR
This control is available only
to legal entities whose primary
address is in Norway.
Payment ID
type
NOR Select the default payment ID
type.
Note
NOR This control is available only
to legal entities whose primary
address is in Norway.
See also
About foreign currency revaluations for open customer
transactions
2013 Microsoft. All rights reserved.
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