TAM – Lump sum – allowance – pay using accounts payable
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 […]
Tag Archives: Customer
Customer deducations from payments
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 […]
Generate from template on the customer list page
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 […]
Receipt date is not valid on customer calendar
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 […]
Responsibilities on the customer records
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 […]
Setting up customer contacts
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. […]
Customer invoicing workspace
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 […]
