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Tag Archives: Customer

TAM – Lump sum – allowance – pay using accounts payable

April 25, 2017by Lachlan Cash 2 Comments

In a previous post we had a look at creating a lump sum allowance using the invoice customer deductions or the customer deductions. These are handy because you can avoid […]

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Accounts payable, Accounts receivable, Sales and marketing

Customer deducations from payments

April 24, 2017by Lachlan Cash 2 Comments

When you process customer receipts for payments sometimes they might not pay a full invoices. This could be because they were expecting a credit and that hasn’t been entered in […]

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Accounts receivable, Sales and marketing

Generate from template on the customer list page

September 30, 2016by Lachlan Cash Leave a comment

There is a button on the customer list page and details page called generate from template. This can be quite handy to use if you want to populate some data […]

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Accounts receivable, Sales and marketing

Receipt date is not valid on customer calendar

April 7, 2016by Lachlan Cash Leave a comment

If you are entering a sales order and change the receipt date on the line and receive a message The entered receipt date mm/dd/yyyy is not valid because it is […]

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Sales and marketing, Supply chain planning

Responsibilities on the customer records

April 4, 2016by Lachlan Cash Leave a comment

In a previous post we had a look at creating contacts for a customer. Sometimes the default fields might not be enough to setup contacts for the customer. One work […]

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Accounts receivable, Sales and marketing

Setting up customer contacts

April 4, 2016by Lachlan Cash 3 Comments

When working with customers you have a couple of default fields that you can setup to be contacts. To set these defaults you first will need to create some contacts. […]

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Accounts receivable, Global address book, Sales and marketing

Customer invoicing workspace

April 3, 2016by Lachlan Cash Leave a comment

If you have shipped goods to a customer then you probably want to get paid. If you are investigating the new Dynamics AX then the customer invoicing workspace gives AR […]

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Accounts receivable

Accounts Receivable – Charges – Customer

January 31, 2016by Lachlan Cash 1 Comment

Charges are a useful tool for additional additional amounts to a sales transaction where customers are ordering special items or you have a fixed charge that you want to apply […]

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Accounts receivable

Change customer party association

September 3, 2015by Lachlan Cash Leave a comment

If you need to restructure you global address book party records or change because the customer organization has changed or because a mistake was made then you have the ability […]

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Accounts receivable, Global address book, Sales and marketing

Paying a customer their balance second option

June 17, 2015by Lachlan Cash 1 Comment

Yesterday I did a post on paying a customer balance through accounts payable with the reimbursement function. There is an alternate way that Mark from the finance R&D team reminded […]

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Accounts receivable

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Interesting links

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