Income/expense account (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack
Click Retail > Common > Retail channels > Retail stores. On the Retail stores list page, select a store. On the Action Pane, on the Setup tab, in the Set up group, click Income/expense account.
Use this form to define the income accounts and expense accounts that are used to track direct income and expenses at the point of sale (POS). We recommend that you link all store income with income accounts and all store expenses with expense accounts.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
General |
View an overview of information about each income account or expense account. |
Posting |
View information about the account that each income transaction or expense transaction is posted to in the general ledger. |
Buttons
Button |
Description |
---|---|
Groups to distribute to setup |
View the list of distribution groups that are set up for your company. Note This control is not available if Microsoft Dynamics AX 2012 R3 is installed. |
Info codes |
View the list of reason codes that are set up for your company. |
Transactions |
Open the Income/Expense transaction form. |
Fields
Field |
Description |
---|---|
Account number |
Enter a unique identifier for the income account or expense account, such as “sales,” “COGS,” or “returns.” |
Name |
Enter a name for the income account or expense account. |
Search name |
A simple name that can help you find the income account or expense account when you search. |
Account type |
Select Income or Expense to specify the type of account that you are setting up. |
Ledger account |
Select the number of the general ledger account for the income account or expense account. |
Name |
The name of the ledger account that you selected. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).