(RUS) Transform a customer payment to a customer prepayment
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
If unsettled payment documents remain at the end of reporting period, the payment documents must be converted to prepayments and included in the sales book. You can also convert a payment into a prepayment by using the Customer transactions form.
Note
This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.
Click Accounts receivable > Periodic > Sales book > Sales books journal. Click Functions > Transform to prepayment to open the Unsettled payments form.
Select the Mark check box for the payment line you want to convert to a prepayment, and then click Prepayment handling to open the Convert to prepayment form.
In the Date field, select the transaction date.
Select the Automatically facture creation check box to create a facture automatically on prepayment.
Note
If you do not select this check box, the factures on prepayments are created in postponed mode.
Click OK to transform the customer payment to a customer prepayment.
Note
This step reverses the previously created transaction and its attendant credit liability. Prepayment transactions are dated as specified in the Convert to prepayment form. Prepayment factures are created and included in the sales book after it is updated.