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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / I have two questions. ...
Microsoft Dynamics AX (Archived)

I have two questions. #1 - How do you put your company logo on the invoices? #2 - How do you create a new type of payment journal?

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Posted on by Jan Barton 160

#1 - We have mutiple companies within or organization.  All of them use AX for G/L accounting.  Only a couple of them use the A/R module.  One of them would like to add their logo to the invoice.  Can we do that in house, or do we need a developer to do that for us?

#2 - In that same company, we have two options for payment journals, customer payment and customer refund.  However, we would like to add an additional payment journal type.  What are the steps of setting up the new payment journal type?

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  • Torben Andresen @ Consentur Profile Picture
    Torben Andresen @ C... 170 on at

    @ #1 If each company in your organization has its own "company" in Dynamics AX your can specify a logo by switching to each company and specifying the logo in Basic->Setup->Company Information. There is a button which brings up a new form for specifying the logo.

    But be careful, depending on the image size, your reports (including the Invoice) may look funny. Usually a little tweaking is necessary to make the invoice look good. If your invoice has already been modified, there may be more work involved.

    @ #2 Not sure what exactly you mean. Are you looking at setting up a new Journal Name, which can be done without programming, or an entirely new type of journal, which would involve programming?

    Regards,

    Torben Andresen
    Consentur

  • Jan Barton Profile Picture
    Jan Barton 160 on at

    #1 - I did go into the  Basic-Setup-Company Information and the logo is in there, but it is not printing on the invoice.  I looked at both companies to see if I can see a difference in the set up between the two and I can't see anything different.

    #2 - I would like to set up a new journal name.  We currently have Cust_P and Cust-R and would like to add Cust_A.

  • Community Member Profile Picture
    Community Member on at

    #1 - Examine salesInvoice report.  Make sure the PageHeader:Logo section is visible and all the controls in it as well.  Also make sure the bitmap is under there too, there should be a data method called companyLogo.

    #2 - You assign a new journal name by simply going to the main table and adding another entry.  From the journal names form, you give the description of the journal name and assign it a journal type.  If you wanted to add another journal type, you would have to add another enum value.

  • Suggested answer
    Torben Andresen @ Consentur Profile Picture
    Torben Andresen @ C... 170 on at

    #1 - You don't necessarily have to open the hood to fix this. Whether the logo is printed also depends on the setting in Accounts Receivables/Setup/Forms/Form Setup. Under the Invoice tab you can change the setting for Paper Format. If you want the logo to come out on the invoice this setting needs to be set at Blank Paper.

    #2 - I agree with Kent. Go to General Ledger/Setup/Journals/Journal Names and create a new journal name of the relevant type.

    Regards,

    Torben Andresen
    Consentur

  • Jan Barton Profile Picture
    Jan Barton 160 on at

    #1 - I did go to the invoice tab and we are set up as Paper Format.  It still does not show the logo. I don't understand on how to examine sales/invoice report. for the PageHeader Logo.

    #2 - Got it!  Thanks for the help!

  • Faisal Fareed Profile Picture
    Faisal Fareed 10,796 User Group Leader on at

    #1 - I did the same steps which were mentioned by Torben and Its showing image on Purchase Order Invoice report. Can you please tell me on which you are trying to show the logo. Is it the standard report or a new report ?

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