1. Basic concepts
Settlement ......................................................................................................................................................... 72
Summary ........................................................................................................................................................... 75
4. Sales ................................................................................................................................................................... 76
Quotation ........................................................................................................................................................... 76
Confirmation ..................................................................................................................................................... 80
Picking and Shipment ....................................................................................................................................... 81
Packing Slip ....................................................................................................................................................... 83
Invoice ............................................................................................................................................................... 88
Sales Taxes ........................................................................................................................................................ 89
Invoice Results .................................................................................................................................................. 97 Free Text Invoice ............................................................................................................................................ 105 Payments ......................................................................................................................................................... 109 Payment to Authorities .................................................................................................................................. 120 Bank Reconciliation ........................................................................................................................................ 131 Customer Account Statement and Collection Letter .................................................................................... 137 Interest Notes .................................................................................................................................................. 150 Summary ......................................................................................................................................................... 155
This training is intended for professionals who are involved in the implementation and support of the Financial module at a customer site, as well as for those who need to advise customers, or make
modifications within the area. The paper offers an overview of the principles used within the Financial module of Microsoft Dynamics® AX 2009.
Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of .