Hi All, I 've been using Dynamix2012.
Can anyone suggest how to do in AX the customer deposit payment
Welcome to DUG!!
Moving your post to AX forum
Use the AR=> Journals=> Payment journal
Hi kiran
thanks for the reply.
my question is, customer is walked to counter sale ordered some goods when he pays some deposit amount for the goods he ordered and rest he will pay when goods dispatched.
here, deposit amount needs to be logged In ax. Where can we do it and what are the steps to Che followed"
Hope my question is clear. Let me know
thanks
mallik
Same steps would be followed as described above by Kiran.
Thank you for the detailed explanation. I think this not available in standard AX2012, you might need some customization to achieve this. We have the feature called Customer advance in Projects module which handles this kind of scenario with respect to projects but for AR i am not sure.
But here actually the expectation is to generate AR-payment for the sales order which is just entered but not invoiced. Which is basically customer deposit against that SO. To record the amount he can generate the payment journal against the customer but that would not have reference to the SO and moreover the future invoice will not deduct this amount.
May be they can do some customization like post invoice without quantity and only amount (in present system its not allowed), make payment against this deposit invoice.
Sachin, ur correct…
Here the deposit is like a prepayment which customer is paid while SO is generating.
actually, I got solution for this. AX have option to enter prepayment while generating SO and generates JBN. Using it user can post the deposit amount through payment journal.
the payment record will have SO reference for which customer paid prepayment.
Then user will record the outstanding amount as usual using AR journal after SO has got invoiced