Overview tab

Displays information about customers, items, and price/discount agreements.

Customer

Displays the customer account and name.

Items

Displays the item number and name, and a symbol if a price/discount agreement exists for the combination of the active customer and active item number.

Dimension

Displays the item dimensions, if any, for the active item number, and a symbol if a price/discount agreement exists for the combination of the active customer, the active item number, and the specific version of the active item number.

Details

Displays detailed information about price and discount agreements.

Inventory

Opens the Dimensions displayform. This provides an overview of any inventory dimensions.

Customer account

Identifies the customer; required when you create a customer.

This field is automatically generated by Microsoft Dynamics AX if you specify it on the Number sequencestab in the Parameters form. For more information, see Number sequences (form).

Name

Enter or view the customer name to be printed on documents sent to the customer, such as invoices and account statements.

Address

A free-text field where you type address information such as street name, number, postal code, and city. This information is used for printouts.

Item number

A unique user-defined code that is assigned when items are created. Special characters or spaces in the item number are not recommended. Item numbers can be generated by Microsoft Dynamics AX by linking the item number to a Number sequencesform.

Item name

Item names are written in different languages and printed on external documents or forms. Item names are specified on the Language - Item descriptionform. The customer's language code determines which text will be retrieved in the Accounts receivablefield. The supplier's language code determines which text will be retrieved in the Accounts payablefield.

Configuration

Select a configuration to assign to the item.

Size

Select a size to assign to the item.

Color

Select a color to assign to the item.

Currency

Currency used for invoicing.

Account code

When you set up a price/discount agreement, you must specify whether the agreement applies to a specific customer/vendor account, an account group, or to all accounts.

Account selection

Depending on which account code you selected in the Account codefield, specify which account, price group or discount group the agreement relates to. Click the field to see an overview of the selection options.

Item code

When you set up a price/discount agreement, you must specify whether the agreement applies to a specific item number, an item-discount group, or to all items.

Item relation

Displays the item number that is covered by this agreement. Depending on which item code you selected in the Item codefield, specify which item, line discount group, multiline discount group, or total discount group the agreement is to relate to. Click the field for an overview of the selection options.

Configuration

Select an item configuration to specify an item with specific attributes.

Size

Specifies the item size.

Color

Specifies the item color.

Quantity

Specifies a quantity that must be reached before the agreement takes effect.

Unit

Displays the inventory unit of the item.

From date

Displays a starting date for the agreement.

To date

Displays an ending date for the agreement.

Quantity

For price agreements, the specified price is valid, subject to any time or quantity limitations. For discount agreements, this field displays the discount amount. The price is for the item per sales or purchase unit for the quantity given in the current price agreement.

Currency

Displays the currency code for the current agreement. Prices and discounts must be created in this currency.

Price unit

Specify which price unit is to apply for the item for price agreements and line discount agreements.

Incl. in unit price

Specify a fixed miscellaneous charge on the price that is independent of quantity.

Discount percentage 1

Displays a percentage discount that the customer is allowed to if other conditions are met.

Discount percentage 2

Displays a percentage discount that the customer is allowed to if other conditions are met.