Customers (Form) (AX 2012)

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Customers(form)[AX2012]
file:///C:/Users/jawad.hassan/Documents/Commission%20calculation/Customers%20(form)%20[AX%202012].htm
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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 customers list, doubleclick a customer
record to open it. Or, on the Action Pane, on the Customer tab,
in the New group, click Customer to 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.
Collect
Create or maintain
collection information for
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Collect
Create or maintain collection information for

Projects
Create or maintain project information for

Service
Create or maintain service orders and service

agreements for the selected customer.
Market
View or maintain marketing information for

General
View or maintain general information for the

selected customer.
Tabs lower pane

Tab
Description
General
Enter or view additional information for

Addresses
Enter or view address information for

Note
You must create an alternative
payment address for each customer
who makes payments by using a
French 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 order
defaults
Enter or view information about sales

orders, 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 default
dimensions 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 update form,
you can view the summary of a
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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

Taxes
Open the Manage addresses form,

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

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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Agreements
View all sales agreements for the

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

History on
View the payment history for the
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History on
payment fee
View the payment history for the

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

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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Statements
View projects statements that are

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

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 objects form, where

you can view or define service objects
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

Prospect
View prospect records that are

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 employee

responsibilities for the selected
customer.
Intercompany
Set up trading relations, action

policies, and value mapping for the
selected customer.
Print
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 the
Address
FastTab
Select the action to perform for an

address record.
In Microsoft Dynamics AX 2012 R2, select
from 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
addresses form.
Set defaults Select the default
address.
Advanced Open the Manage
addresses form.
In Microsoft Dynamics AX 2012, select
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 Manage
addresses form.
More
options
On the
Contact
information
FastTab
Select the action to perform for a contact

information record.
In Microsoft Dynamics AX 2012 R2, select
contact information record.
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contact information record.
Advanced Open the Edit
contact information form.
In Microsoft Dynamics AX 2012, select

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 information form.
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 groups form are
automatically copied to the customer
account. The following fields are
included:
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Terms of payment
Settle period
Item posting ledger accounts
that include the Sales tax
group account
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
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
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
to the customer, such as invoices and
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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 parameters form is
copied to this field, but you can
change the language as appropriate.
Name or
description
Addresses tab The name or

a description of the selected
address record for the
customer.
Contact information tab
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
the selected party. To select or clear
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the selected party. To select or clear

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

Vendor account
Select the customers vendor account.
Primary contact
Select the primary contact for the

customer.
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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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 None is selected in the Credit
limit type field in the Accounts
receivable parameters form, and
this 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 limit
validation.
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 Contacts field.
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listed in the Contacts field.
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
sequences tab of the Accounts
receivable parameters form.
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 header
before 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
samples.
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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 applies

to 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.
Item tagging
Select this check box if item tagging
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Item tagging
Select this check box if item tagging

is mandatory for the customer.
Case tagging
Select this check box if case tagging

Pallet tagging
Select this check box if pallet tagging

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, the
Reimbursement periodic 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 to
an 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.
Warehouse
Select the warehouse that you ship
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Warehouse
Select the warehouse that you ship

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 are
given 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
the customer.
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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 are
calculated 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 or
on 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 invoice
header when an order is created.
Note
Create and manage the terms for
cash discounts in the Cash
discounts form, and define
whether the cash discount is
calculated on amounts that
include sales tax on the Sales tax
tab of the General ledger
parameters form.
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
invoicing of public sector
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invoicing of public sector

organizations.
Note
DNK This control is available only
to legal entities whose primary
address is in Denmark.
Address
verification
Select Yes to 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 not
set up, and it is not available unless
the Credit card authorization check
box is selected in the Accounts
Void transaction
when no results
are available
Select Yes to void the transaction if

address verification information is not
available.
Address
verification
status required
to accept
transactions
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
address for the transaction
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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.
Prompt for card
verification
value
Select Yes to display a form where

you 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.
Default financial
dimensions
The default financial dimensions for

the main account. When you select a
financial dimension value, the Where
the %1 dimension is used field
group displays where the dimension
is used in account structures and
advanced 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 dimensions or Default
financial dimensions field group.
Note
The name of the field depends on
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1099C
indicator
The name of the field depends on

the selection in the Financial
dimensions or Default financial
dimensions field group.
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
address is in the United States.
Comments
USA Enter comments about the

customer.
Note
USA This control is available only
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
address is in France.
NAF ID
FRA Enter a French Nomenclature

des Activits Franaises NAF code
for the customer.
Note
FRA This control is available only
address is in France.
Factoring
NOR Select the factoring account
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Factoring
account
NOR Select the factoring account

Note
NOR This control is available only
address is in Norway.
Payment ID
type
NOR Select the default payment ID

type.
Note
NOR This control is available only
address is in Norway.
See also
About foreign currency revaluations for open customer
transactions
Community Additions
2013 Microsoft. All rights reserved.
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Customers form [AX

Tasks that use this form

Navigating the form

Tabs Action Pane

Create or maintain customer information.

Create or maintain sales information for the

Create or maintain invoicing information for

collection information for

Create or maintain collection information for

Create or maintain project information for

Create or maintain service orders and service

View or maintain marketing information for

View or maintain general information for the

Tabs lower pane

Enter or view additional information for

Enter or view address information for

Enter contact information for the

View or add personal or organizational

Enter or view demographic information

Select or view information about the

Enter or view information about

Enter or view information about sales

Enter or view information that is related

View information about financial

Buttons Action Pane

Create a new customer record.

View the contacts for the selected

View open transactions for the

View the open balance for the selected

View forecast lines for items, item

View bank account information for the

View an updated summary for the

you can view the summary of a

View credit card information for the

View documents or notes related to

Open the Manage addresses form,

Create a new sales quotation for the

Create a new sales order for the

Create a new opportunity record for

Create a new trade agreement for the

View or edit sales or project quotation

View or edit sales order information

View packing slips for the selected

View lead records that are associated

View opportunity records that are

View all sales agreements for the

View all sales agreements for the

View, add, or update sales price

View, add, or update discounts for the

View supplementary sales items for the

Send an electronic price list to the

View items that do not comply with

Add additional information to the

Create a new invoice that is not

View the invoice journal for the

View the project invoice journal for the

View the bill of exchange for the

Set up recurring invoicing for the

View statistics per period for the

View outstanding cash on delivery

View the bill of exchange statistics for

View the payment history for the