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Use this form to set up the profiles that control the posting of customer transactions to the general ledger.

Note Note

When you record a customer transaction, you can enter a posting profile that differs from and takes precedence over the posting profiles set up for transactions in this form.

Tasks that use this form

Navigating the form

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

Tabs

Tab

Description

Overview tab

Create and view the customer posting profiles.

General tab

For the selected posting profile, view the tab.

For transactions with the selected posting profile, specify whether:

  • Microsoft Dynamics AX will settle transactions automatically.

  • You will calculate interest.

  • You will issue collection letters.

Select the account that is used when transactions with the selected posting profile are closed.

Setup tab

Specify the ledger accounts that are used in the posting of transactions with the selected posting profile.

Select an account code and, whenever possible, an account or group number for the selected posting profile.

In the posting process, the application retrieves the most appropriate posting profile for each transaction by searching for the most specific account code, account number, or group number combination in the following priority:

Value in

Value in

Search priority

Specific customer account

1

Customer group assigned to the customer

2

Blank

3
Note Note

If you want all customer transactions to have the same posting profile, set up only one posting profile with in the field.

Fields

Field

Description

Enter a short name for the posting profile. For more information, see Vendor posting profiles (form).

Additional specification of your posting profile.

Indicate whether you want to enable automatic settlement for entries created with this posting profile, or whether settlement must be performed manual by using open transaction editing.

Enter the identification of the interest used for the current posting profile. Indicates that the application should calculate interest on outstanding balances for customers with this profile. If this check box is cleared, interest will not be calculated for customers with this profile.

Enter the identification of the collection letter sequence used for the current posting profile.

Select a previously defined posting profile to use when closing.

Specify whether the posting profile applies to a single customer, a group of customers, or all customers. The drop-down list contains the following options:

  • If you select for a single customer, select also a customer number in the field.

  • If you select for a single customer group, select also a customer group number in field.

  • If you select for all customers, leave the field blank.

If is selected in the field, enter the account number of the customer associated with the posting profile. If is selected, enter the customer group. If is selected, leave this field blank.

Select the ledger account to be used as the customer summary account for the customer(s) covered by the posting profile. For more information, see CustLedgerAccounts_SumAccount_More

Enter the liquidity ledger account used for cash-flow forecast. For more information see, Set up a cash flow forecast for sales and purchases

Enter the account number for sales tax for payment received in advance.

Note Note

The posting profile used when payment is marked as prepayment can be set up in .

Ledger account for liabilities of discount.

Identification of the collection letter sequence.

Interest code used for calculation.