Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics AX forum
Answered

Journal Name - Journal type: Customer payment - Field for Billing Classification

Posted on by 353

Hello, everyone!

May I know how can I display Billing classification field and Valid billing classification on Journal Name creation with Journal type: Customer payment?

I am reviewing previous document of our client who s migrating to D365 FO and saw these field and button and tried to recreate it on D365 but I can't find ways to display these.

Your help will be greatly appreciated.

Thank you!

5342.Journal-Type-_2D00_-Customer-Payment.jpg

2437.Journal-Type-_2D00_-Customer-Payment-2.jpg

  • Junaid Idrees Profile Picture
    Junaid Idrees 12,740 on at
    RE: Journal Name - Journal type: Customer payment - Field for Billing Classification

    Hello Dhanicca Mae Macatangay,

    Thanks for sharing your updates with community.

  • Verified answer
    RE: Journal Name - Journal type: Customer payment - Field for Billing Classification

    My apology, this should at this moment be marked as closed. We haf confirmed with our client that this function on the Journal name was a customization done by their previous implementation provider.

    Thank you, everyone.

  • RE: Journal Name - Journal type: Customer payment - Field for Billing Classification

    Hello Dhanicca,

    I wanted to follow up with you on this thread.  I understand that your customer is seeing the Use Billing Classification checkbox in the AR Parameters.

    The functionality is tied to the Public Sector Config Key, if you do not have this marked, you will not see this option.  The link below gives some more information about Billing Clasifications, the link is for AX 2012 but still valid for D365 F&O.

    docs.microsoft.com/.../billing-classifications-form-public-sector

    If you have any questions please let me know.

    Brad

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,914 Super User on at
    RE: Journal Name - Journal type: Customer payment - Field for Billing Classification

    Even when it is a real estate company, then the configuration key for public sector could be enabled and used. Have you already verified if it was enabled in both AX 2012 and Dynamics 365?

  • RE: Journal Name - Journal type: Customer payment - Field for Billing Classification

    Hi Andre,

    It was not set up for public sector. It is a real estate company.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,914 Super User on at
    RE: Journal Name - Journal type: Customer payment - Field for Billing Classification

    Hi Dhanicca,

    The billing classification is part of the public sector features. Is the license configuration key enabled for the public sector features?

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 14,932 Super User on at
    RE: Journal Name - Journal type: Customer payment - Field for Billing Classification

    Hi Dhanicca,

    Was this a standard feature in earlier version?? i am unable to recall this feature in AX 2012 R2 or R3....

    If it was customize then here also it would require customization.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,914 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,549 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans