Accounts receivable

Microsoft Dynamics AX 4

Accounts receivable

The Accounts receivable section allows you to keep close track of all sales and incoming payments from customers.

You can set up customer groups, customers, posting profiles, various payment options, interest notes, collection letters, commissions, parameters concerning customers and sales orders, prices and discounts, charges, supplementary items, deliveries and destinations, bills of exchange, and so on.

Depending on your setup, you can then perform many tasks that are related to customers and sales. Among other things, you can create and manage sales orders, sales quotations, and free text invoices, settle customer invoices, and make inquiries and reports about all data that is accessible in the Accounts receivable section.

Topic	Description
Sales orders in general	Perform general sales order tasks.
Quotation workflow	Create and manage sales quotations.
Accounts receivable setup	Initial set up possibilities for the Accounts receivable module.
Sales blanket and release orders	Create and manage sales blanket orders and associated release orders.
Delivery dates for sales orders	Create and manage delivery dates covering sales lead times, order deadlines, and transport.
Delivery addresses for sales orders	Use sales order multiple delivery addresses.
Direct deliveries	Create and manage deliveries directly from vendor to customer.
Free text invoices	Create and manage free-text invoices.
Intrastat for sales orders	Create and manage Intrastat trade within the EU.
Supplementary items for sales orders	Create and manage supplementary items and item groups to be added to sales orders.
Miscellaneous charges for sales orders	Create and manage extra miscellaneous charges to be added to sales orders.
Packing material for sales orders	Specify and manage packing materials for sales order items.
Sales backorders	Manage sales order items that have been ordered but not yet delivered.
Post sales orders	Manage the posting of sales orders to the ledger.
Status of sales orders	Inquire into the sales order status.
Intercompany sales orders	Manage trade between related companies.
Customer payments	Manage customer payments.
Overdue customer payments	Manage overdue customer payments.
Management of transactions	Manage sales order transactions.
Exchange adjustment of open customer transactions	Manage exchange adjustment of open customer transactions
Bills of exchange	Manage bills of exchange.