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Hello-
I have a question about utilizing AX’s Accounts Receivable’s Customer records for a specific purpose. Currently our company is utilizing our legacy ERP for all customer transactions (sales, cash collection, etc.) whilst utilizing AX (new ERP) for nearly all AP transactions (slow conversion process). Anyhow, today when there is a business event that occurs in the legacy ERP which creates the need for a customer payment (refund for overpayment, etc.) the customers information used in the legacy system is used in AX creating a new vendor record (no AX customer account exists). After the vendor record has been created, an invoice journal is created using an internal invoice #, work-flowed and posted. From there the normal AP payment process runs like usual and the customer is paid it whatever method of payment is applicable.
That said, I’ve been wondering if it’d be worthwhile to begin importing customer account data from our legacy environment into AX now to begin capturing data for one, and also to perhaps help with the AP transaction side. But I’ve been having reservations doing so because I’m not sure what the impacts or capabilities in AX will be. Will an AX customer account with no sales transaction history be able to be converted to a vendor account and issued a payment similar to how the refund process occurs today? It’s my understanding that traditionally a credit memo would initiate the on-account reflection and/or the subsequent payment out to the customer via AP…is this so?
My main goal would be to load customers into the AR module to capture customer data in our new system and at the same time simplify payment steps (remove the need to manually create vendors) on the AP side if and when it should occur. If someone can please help me with my best course of action it would be greatly appreciated.
Thanks,
Kyle Everhart
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Hi Kyle,
When you use the refund option in AX, the vendors should be created manually as well. This process is transferring the negative balance on a customer to a vendor. Then you can use the payment journal, as you do today.
So implementing the customers only for this purpose, would possibly additional work. I do think it is better to wait until you fully implement the customers and sales in AX.
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