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(EEUR) Advance holders (form)

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

Click Accounts payable > Common > Advance holders > Advance holders. Double-click an advance holder.

Use this form to create a directory of employees who are advance holders.

Task that uses this form

(EEUR) Set up advance holders

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

JJ910963.collapse_all(ja-jp,AX.60).gifButtons

Button

Description

Transactions

Open the Advance holder transactions form, where you can view the transactions for the advance holder.

Balance

Open the Balance form, where you can view the balances for the advance holder.

JJ910963.collapse_all(ja-jp,AX.60).gifFields

Field

Description

Worker ID

A unique identifier that is associated with a worker who is an employee in the organization, or who is identified as an advance holder.

Personnel number

The personnel number of the worker.

Search name

The text that is used as a quick reference to search for the name of the advance holder.

Advance holder

Select this check box to indicate that the employee is an advance holder.

Group

Select the advance holder group code.

Status

The status of the worker, which indicates whether the worker is currently employed with the organization.

E-mail

The email address of the worker.

Position

The position of the worker in the organization.

Department

The department of the worker.

Telephone

The telephone number of the worker.

Series

Enter the series of the document that is used to verify the identity of the advance holder.

Number

Enter the number of the document that is used to verify the identity of the advance holder.

Issue date

Select or enter the document issue date.

Issued by

Enter the details of the authority or person who issued the document.

See also

(EEUR) Advance holder groups (form)

(EEUR) Advance holder transactions (form)

(EEUR) Create and post vendor invoices with advance holder details

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