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

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Posted on by Dhanicca Macatangay

355

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

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Junaid Idrees on at

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

Hello Dhanicca Mae Macatangay,

Thanks for sharing your updates with community.
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Dhanicca Macatangay 355 on at

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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.
Bradley Gehrls on at

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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 Cal... 294,125 Super User 2025 Season 1 on at

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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?
Dhanicca Macatangay 355 on at

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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 Cal... 294,125 Super User 2025 Season 1 on at

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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?
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saurabh bharti 15,033 Super User 2025 Season 1 on at

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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.