Set up billing code custom fields (Public sector)

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

Billing code custom fields allow you to collect values for billing code fields when free text invoices are created. For example, a pet license invoice line can request the type of animal and spay/neuter status.

After you create a billing code custom field, it is assigned to a billing code so that users can access it when the billing code is selected on a free text invoice line. Each billing code custom field can only be assigned to one billing code, and you cannot delete a billing code custom field after it has been used on a free text invoice line.

Uwaga

Billing code custom fields are available only if the configuration key for Public sector is selected.

Create billing code custom fields

Complete the steps below to create a custom billing code field.

1. Click Accounts receivable > Setup > Billing code custom fields.

2. Click New to create a line for a new billing code custom field.

3. Enter a unique code in the Name field, such as PETLIC.

4. In the Type field, select field type from the list and enter the related data:

   • Currency – Custom fields of this type will accept currency numbers only with two decimal places stored. You can specify a default value for this field and set minimum and maximum values that are permitted for this field.

   • Decimal – Custom fields of this type will accept decimal numbers only with four decimal places stored. You can specify a default value for this field and set minimum and maximum values permitted for this field.

   • Text – Custom fields of this type can hold any kind of text, and any input entered into them will be interpreted as text. You can specify a default value for this field and set a maximum field length that is permitted for this field.

   • Integer – Custom fields of this type will accept whole numbers only. You can specify a default value for this field and set minimum and maximum values that are permitted for this field.

   • Boolean – Custom fields of this type allow yes/no selections by the user. You can set the default value to “Yes” or “No.”

   • Date – Custom fields of this type will accept dates only. The date is stored as mm/dd/yyyy. You can set a default date for this field.

5. On the Description tab, in the Usage description field, describe how the custom field should be used. This is for internal purposes only and is not visible to the user.

6. In the Help text field, enter status bar information that will assist users with their data entry.

   Uwaga

   This field is limited to 100 characters.

7. Close the Billing code custom fields form.

Assign billing code custom fields to billing codes

After you have created a billing code custom field, you must assign it to a billing code and activate it so that it is available to users when the billing code is used on free text invoices.

1. Click Accounts receivable > Setup > Billing codes.

2. Select the billing code to assign the custom billing code field to.

3. Click the Custom fields tab.

4. Click Add.

5. Double-click each billing code custom field that you would like to add to the billing code.

6. Click OK.

7. Select the Active checkbox to activate the billing code custom field.

See also

Set up billing codes (Public sector)

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