Customer posting profiles (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Accounts receivable > Setup > Customer posting profiles.

Use this form to set up the profiles that control the posting of customer transactions to the general ledger.

When you record a customer transaction, you can enter a posting profile that differs from and takes precedence over the posting profiles that are set up for transactions in this form.

You can also associate posting definitions with transaction posting types in the Transaction posting definitions form. Posting definitions control the posting of customer transactions to the general ledger instead of posting profiles. For more information, see About posting profiles and About posting definitions.

Task that uses this form

Set up bills of exchange

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Table restrictions	For transactions that have the selected posting profile, specify whether transactions will be settled automatically, interest will be calculated, and collection letters will be issued. You can also select the account that is used when transactions that have the selected posting profile are closed.
Setup	Specify the ledger accounts that are used in the posting of transactions that use the selected posting profile. Select an account code and, whenever possible, an account or group number for the selected posting profile. In the posting process, the most appropriate posting profile for each transaction is located by searching for the most specific account code, account number, or group and number combination in the following priority: Account code field value Account/Group number field value Search priority Table Specific customer account 1 Group Customer group that is assigned to the customer 2 All Blank 3 Note If you want all customer transactions to have the same posting profile, set up only one posting profile with All in the Account code field.

Fields

Field	Description
Posting profile	Enter a code for the posting profile. For example, you could create two posting profiles to obtain one account for customer balances in the national currency and another for customer balances in a foreign currency. You could call one account National and the other Foreign.
Description	Enter a description of the posting profile.
Settlement	Select this check box to enable automatic settlement of transactions that have this posting profile. If this check box is cleared, you must manually settle transactions by using the Settle open transactions form or the Enter customer payments form.
Interest	Select this check box if interest should be calculated on outstanding balances for customer accounts that use this profile. If this check box is cleared, interest will not be calculated for these customers.
Collection letter	Select this check box if collection letters should be generated for customer accounts that use this profile. If this check box is cleared, collection letters will not be generated for these customers.
Close	Select a posting profile to use when closing.
Account code	Specify whether the posting profile applies to a single customer, a group of customers, or all customers: Table – The posting profile applies to a single customer. Select the customer account in the Account/Group number field. Group – The posting profile applies to a customer group. Select the customer group in the Account/Group number field. All – The posting profile applies to all customers. Leave the Account/Group number field blank.
Account/Group number	If Table is selected in the Account code field, select the account number of the customer who is associated with the posting profile. If Group is selected, select the customer group. If All is selected, leave this field blank.
Summary account	Select the ledger account that will be used as the customer summary account for the customers who are associated with the posting profile. For more information, see Customer summary account.
Settle account	Select the liquidity ledger account that is used for cash flow forecasts. For more information see, Set up a cash flow forecast for sales and purchases.
Sales tax prepayments	Select the account for sales tax for payments that are received in advance. For more information about prepayments and the prepayment journal vouchers, see About prepayments and prepayment journal vouchers. Note Use the Accounts receivable parameters form to specify the posting profile to use when a payment is marked as a prepayment.
Liabilities for discount account	Select the ledger account for liabilities of discount.
Collection letter sequence	Select the identifier of the collection letter sequence to use for customers to whom the posting profile is assigned.
Interest code	Select the interest code to use for the calculation of interest for customers to whom the posting profile is assigned.
Write-off account	Select an account that will be used for the general ledger write-off entry when a transaction is written off. For more information, see Collections and credit in Accounts receivable, About default entries for write-off transactions, and Key tasks: Collections.

See also

Set up a collection letter sequence

Set up interest rates for an interest code

Calculate interest and create interest notes

Create collection letters

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).