Print copies of payments as non-negotiable checks [AX 2012]
Updated: June 1, 2011
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
After a payment has been generated and posted to the payment journal, you can print a copy of the payment as a non-negotiable check. A non-negotiable check is a document that cannot be bought, sold, exchanged, or transferred.
Before you can print copies of payments, you must follow these steps:
-
Set up a bank to print copies of payments. For more information, see Cash and bank management parameters (form).
-
Set up a vendor method of payment to print copies of payments. For more information, see Methods of payment - vendors (form).
Set up the non-negotiable check layout for a bank account
-
Click Cash and bank management > Common > Bank accounts.
-
Select the bank account to set up the check layout for. In the Action Pane, select the Setup tab, and then click the Check button. The Check layout form opens.
-
On the Copies tab, select an option for a signature and a watermark.
-
Click Print test. The Check layout - print test form opens.
-
Select Non-negotiable check format as the check type to print, and then click OK. The check layout is displayed.
Print a copy of a payment from the Check form
-
Click Cash and bank management > Common > Checks.
-
Select a check or checks that have a status of Paid.
-
Click Print check copy.
Print a copy of a payment from the Payment history form
-
Click Accounts payable > Common > Vendors > All vendors. On the Action Pane, select the Invoice tab, and then click the Payment history button.
–or–
Click Procurement and sourcing > Common > Vendors > All vendors. On the Action Pane, select the Invoice tab, and then click the Payment history button.
-
Select a payment or payments, and then click Print payment copy.
Note You can print a copy of a payment only if its method of payment allows for payment copies and the offset account type is Bank. For more information, see Methods of payment - vendors (form) and Journal voucher - Vendor payment journal (form).
Print a copy of a payment from a promissory note journal
-
Click Accounts payable > Journals > Promissory notes > Draw promissory note journal.
–or–
Click Accounts payable > Journals > Promissory notes > Redraw promissory note journal.
-
Select a journal or press CTRL+N to create a new line, and then click Lines. The Journal voucher form opens.
-
Select a payment or payments, and then click Print > Payment copy.
Note You can print a copy of a payment only if its method of payment allows for payment copies and the offset account type is Bank. For more information, see Methods of payment - vendors (form) and Journal voucher - Vendor payment journal (form).
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).