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Use this form to set up the layout of promissory notes for the bank account that you selected in the form. You must set up the promissory note number format before you create and print the first promissory note for the bank account.

Tasks that use this form

Navigating the form

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

Tabs

Tab

Description

General tab

Enter information about the promissory note number method, promissory note format, and test printout format.

Setup tab

Select the bank and company information that will appear on the promissory notes.

Enter information about the printing of signatures and the amount limits for signatures.

Buttons

Button

Description

Open the form, where you can add, change, or remove the image file that is printed on the promissory note as the company logo.

Open the form, where you can add, change, or remove the image files that are printed on the promissory note as signatures.

Fields

Field

Description

Select the method to use for generating promissory note numbers:

  • - Use this method when you have preprinted promissory notes. Before you can use promissory notes for payment, you must create promissory notes by clicking > in the form.

  • - Use this method when you do not have preprinted promissory notes. Microsoft Dynamics AX will automatically propose promissory note numbers when you use promissory notes for payment.

Select the promissory note form type to be printed. For example, select to use the promissory note format required for Mexico.

The length of the promissory note. This includes the slip.

Select the unit for specification of size or position.

The position at which the actual promissory note is printed. This is calculated from the top of the form to the position at which the promissory note starts.

Select the unit for specification of size or position.

The number of slip copies on the promissory note, printed on the same form.

Enter the text to be printed in front of the amount on the promissory note.

Example

Enter USD in this field to print USD 1,000.00 on the promissory note.

Select the ruler unit of the report:

  • - Do not show a ruler on test prints.

  • - Show the ruler in centimeters.

  • - Show the ruler in inches.

Indicate whether the bank account number should be printed on the promissory note. Define the bank account number in the field in the form.

Indicate whether the bank's name should be printed on the promissory note. Define the bank's name in the in the form.

Select this check box to print the city in which the bank is located.

Indicate whether the bank's registration number should be printed on the promissory note. Define the bank's registration number in the field in the form.

Indicate whether the company name should be printed on the promissory note. Define the company name in the field in the form.

Indicate whether the company logo should be printed on the promissory note. The company logo is retrieved from the bitmap file specified when you click .

Select this check box to print the transaction date.

Select this check box to print the due date for the promissory note.

Select the paper format for the current report. This field is available only if you selected in the field on the tab.

Select this check box to use a predefined format for promissory notes. This field is available only if you selected in the field on the tab.

Indicate whether a signature should be printed on the promissory note. The signature is retrieved from the bitmap file specified when you click .

Enter the highest amount that the signature can be stamped for.

Indicate whether a signature should be printed on the promissory note. The signature is retrieved from the bitmap file specified when you click .

Enter the highest amount that the signature can be stamped for.