AX2009 - Write off bad debt

Finance and Operations/AX User Forum
1

Hi there,

What is the steps to write off a customer outstanding balance or invoices ?

Any response will be much appreciated

2

Sales Ledger > Common > Customers > Open the particular customer .

Select Collect Tab :

Press button Writeoff .

Before that you need to configure accounts for writeoff

3

Thanks for the quick reply. But is this for AX2009 environment ? I cannot find the menu path mentioned in your reply ?

and where exactly I should set up the configure accounts ?

4

In UK localization Accounts Receivable is Sales ledger . In your AX System you go to :

Accounts Receivable > Common > Customers > Open the particular customer (For which you need to do write off)

Select Collect Tab :

Press button Writeoff .

5

Thanks for the prompt reply, however, I don’t think the “WriteOff” button is available in the AX2009 version. Thanks again

6

Yea I thought it was AX 2012 .