tailieunhanh - Financials I in Microsoft Dynamic AX 2012 - Chapter 11: Accounts receivable setup

This course introduces the setup procedures and defaults you can use throughout the Accounts Receivable module. Accounts Receivable offers extensive functionality to set up different customer payment options. This includes the following: Payment schedules, payment days, terms of payment, cash discounts, methods of payment, payment fees. | Chapter 11: Accounts Receivable Setup CHAPTER 11: ACCOUNTS RECEIVABLE SETUP Objectives The objectives are: • Create a payment schedule. • Create terms of payment. • Create a payment day. • Set up a cash discount. • Create a payment fee. • Create a method of payment. • Set up customer groups. • Set up posting profiles. • Create a new customer. Introduction This course introduces the setup procedures and defaults you can use throughout the Accounts Receivable module. Accounts Receivable offers extensive functionality to set up different customer payment options. This includes the following: • Payment schedules • Payment days • Terms of payment • Cash discounts • Methods of payment • Payment fees This course also explains Customer setup so you can process customers and customer transactions quickly and efficiently. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement 11-1 Financials I in Microsoft Dynamics® AX 2012 Payment Schedule Use payment schedules to pay invoices in installments. To set up a payment schedule, define the following: • Number of installments • Amount of each installment • Due date of each installment A payment schedule consists of consecutive payments in set time intervals. The payments can be a: • Set amount • Specified number of payments wherein the amount owed is divided to create equal payments For example, an invoice of 10,000 . dollars (USD) is recorded. The customer pays 2,000 USD each month until the balance is paid. During this period the invoice is not considered past due as long as the customer makes the scheduled payments on time. This is known as a finance plan, or contract payments. Procedure: Create a Payment Schedule Perform the following steps to create a payment schedule: 1. To access the Payment schedules form, click Accounts receivable, click Setup, click Payment, and then click Payment schedules. 2.