Use the accounts receivable parameters to vary and control functionality according to the company's needs and requirements.

We recommend that you start by going through all parameters and set the necessary parameters before starting to use Microsoft Dynamics AX, especially before invoicing, since the parameters determine how the data generated by the transactions are handled.

To open the form, click > > . The parameters are grouped on tabs according to functionality.

Navigating the form

The following tables provide descriptions for the controls in this form.




General tab

Set the default values used when creating new sales orders or sales quotations.

Define how to update invoices, packing slips, and picking lists. On this tab, you also specify default values for summary updates.

Specify if and when you include shipping information on invoices or packing slips, and choose if and when you create bills of lading as well as which information you include.

Set the default values related to posting profiles.

Define how settlements are handled.

Select when collection letter code is updated and the parameter used for calculating interest.

Specify how to perform credit limit check.

Specify how to calculate the total discount if you define both line and multiline discounts for a sales order and whether you allocate miscellaneous charges automatically when creating a sales orders.

Select which inventory dimensions to display in sales order lines and picking list lines.

Define number sequences that are relevant for the Trade module.

For more information, refer to the What's this help (SHIFT+F1) for each parameter on the form. For an overview of dependencies between parameters, refer to .