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  • FIN.1.4.1 - (Customer Group Setup) : Accounts Receivable Customers Customer Groups

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    Islam Sultan
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    The document discusses setting up customer groups, customer posting profiles, and individual customers in Microsoft Dynamics AX. Customer groups are used for reporting and financial posting. Posting profiles define summary accounts that invoices are initially posted to before being offset by payments. The steps show how to create a new customer group, posting profile, and individual customer record while filling in the required fields and values.

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    Config-AR

    Original Title

    Config-AR

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    The document discusses setting up customer groups, customer posting profiles, and individual customers in Microsoft Dynamics AX. Customer groups are used for reporting and financial posting. Posting profiles define summary accounts that invoices are initially posted to before being offset by payments. The steps show how to create a new customer group, posting profile, and individual customer record while filling in the required fields and values.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
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    15 views3 pages

    FIN.1.4.1 - (Customer Group Setup) : Accounts Receivable Customers Customer Groups

    Uploaded by

    Islam Sultan
    The document discusses setting up customer groups, customer posting profiles, and individual customers in Microsoft Dynamics AX. Customer groups are used for reporting and financial posting. Posting profiles define summary accounts that invoices are initially posted to before being offset by payments. The steps show how to create a new customer group, posting profile, and individual customer record while filling in the required fields and values.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    FIN.1.4.

    1 [Customer Group Setup]


    Accounts ReceivableCustomersCustomer groups The Customer groups are used for reporting and assisting the Financial posting of the Customers on the Ledger accounts. Step 1:Click Ctrl + N to create a new Customer group, then complete the information as shown below Field Customer group Description Value Advances Work Advances Comments

    Page 1

    FIN.1.4.2 [Customer Posting Profile Setup]


    Accounts Receivable setup Customer Posting profiles
    Posting Profiles are common throughout all modules in Microsoft Dynamics AX, In Accounts Receivable posting profiles, the summery accounts are defined for customers. Summary accounts are temporary accounts where all invoices are posted to and offset when the customer is paid.

    Step 2:Click Ctrl + N to create a new posting profile, then complete the information as shown below:

    Posting Profile AR PP

    Account Code Group Number

    Summary Account

    Group (Advances) Group (Employees)

    11301001

    11301002

    Page 2

    FIN.1.4.3 [Customer Setup]


    Accounts Receivable Common CustomersAll Customers Accountant will create a New Customer. Specify all the information needed to identify the Customer. Step 3: Type <Ctrl-N> to create a new Customer. Complete the information as shown below to create a New Customer: Field Customer Account Record type Name Customer Group Value ETW004 Person Al Farid Sofi Advances Comments

    Page 3

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