dynamics ax 2012 core financials - accounts receivable ......closed transaction editing • click...
TRANSCRIPT
![Page 1: Dynamics AX 2012 Core Financials - Accounts Receivable ......Closed transaction editing • Click the Closed transaction editing button. • Mark one of the transactions to reverse](https://reader033.vdocument.in/reader033/viewer/2022042019/5e76ecdb8941b923cf369551/html5/thumbnails/1.jpg)
Transaction EditingAccounts receivable > Common > Customers > All customers > Collect tab
Settle open transactions and Closed transaction editing are used to reapply payments, invoices, and credit notes within a Customer account.
Summary
1. Settle open transactions2. Closed transaction editing
Steps
• Type to enter textTips
![Page 2: Dynamics AX 2012 Core Financials - Accounts Receivable ......Closed transaction editing • Click the Closed transaction editing button. • Mark one of the transactions to reverse](https://reader033.vdocument.in/reader033/viewer/2022042019/5e76ecdb8941b923cf369551/html5/thumbnails/2.jpg)
Settle open transactions
• Click the Settle open transactions button.
• Mark transactions for settlement.
• Update the Amount to settle if not fully settling the transaction.
• Click the Update button.
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Transaction Editing
![Page 3: Dynamics AX 2012 Core Financials - Accounts Receivable ......Closed transaction editing • Click the Closed transaction editing button. • Mark one of the transactions to reverse](https://reader033.vdocument.in/reader033/viewer/2022042019/5e76ecdb8941b923cf369551/html5/thumbnails/3.jpg)
Closed transaction editing
• Click the Closed transaction editing button.
• Mark one of the transactions to reverse settlement. The corresponding transaction will be marked automatically.
• Click the Reverse button.
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Transaction Editing
![Page 4: Dynamics AX 2012 Core Financials - Accounts Receivable ......Closed transaction editing • Click the Closed transaction editing button. • Mark one of the transactions to reverse](https://reader033.vdocument.in/reader033/viewer/2022042019/5e76ecdb8941b923cf369551/html5/thumbnails/4.jpg)
Update
Settlement posting date Amount to settle
Interactive 3.4 Settle open transactions
1 2 3
Transaction Editing
![Page 5: Dynamics AX 2012 Core Financials - Accounts Receivable ......Closed transaction editing • Click the Closed transaction editing button. • Mark one of the transactions to reverse](https://reader033.vdocument.in/reader033/viewer/2022042019/5e76ecdb8941b923cf369551/html5/thumbnails/5.jpg)
Movie 3.4 Transaction editing
Transaction Editing