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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Customer Invoices and ...
Microsoft Dynamics AX (Archived)

Customer Invoices and Bank details for payment

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Posted on by _MGP 506

I've been asked to develop custom Project invoices and Sales invoices that both include the bank account that we wish the customer to pay into.

I have generated some test invoices using the standard invoices but neither have any such details reported. Seems an obvious omission to me? To whom should I pay the invoice?

It's been suggested to use a mandatory financial dimension based on the specific Bank account to drive Projects and Sales orders.

I'm surprised that this is not out-of-the-box and interested to know how you would normally map when you can setup any number of Bank accounts in AX?

My main reason for this post is so I don't re-invent the wheel if I missed something really obvious.

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  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Customer Invoices and Bank details for payment

    Hi _MGP,

    Thanks for your feedback.

    One possibility to setup bank detail information on the standard reports is through the print Management Setup where you can specify a footer text for example on the customer invoice document.

    Yet, to be honest, I have not seen a single customer making use of this functionality because all of them wanted to have the invoice document designed in their specific way. The invoice document is a document that is often seen as a representation  of the company towards the outside world and everybody wants to have their own corporate design incorporated.

    That is also why I believe there is no standard way or recommended way of doing that because every company has different requirements and is doing this differently.

    Best regards,

    Ludwig

  • _MGP Profile Picture
    _MGP 506 on at
    RE: Customer Invoices and Bank details for payment

    Hi Ludwig

    No direct debit scenario.

    I'm not used to the bank details not being on the invoice either. Neither the standard Project invoice, nor the standard Sales invoice have this information printed on them.

    This is why I'm surprised - it's like these documents need to be customised to be of any practical use.

    We have several different bank accounts for several different currencies (as we use some bank accounts specifically for hedging foreign currency and others for other commercial reasons). The upshot is we need some mapping between Project / Sales orders and Bank account.

    Looks like a customisation but in this case there is no hint about the "AX way" to do it.

    Bank account can be used to base a Financial dimension so maybe this is the reason why AX makes it like this?

    Appreciate your time.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Customer Invoices and Bank details for payment

    Hi _MGP,

    Do you have a direct debit scenario where you are deducting the money from the customers bank account?

    If this is not the case then I can't understand your question.

    Isn't the bank account a customer shall make his payment to stated somewhere on the invoice document? I am used to that this information is printed at the bottom of the document, which is usually customized to the specific layout and design requirements of the customer?

    Best regards,

    Ludwig

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