CZE - Create a customer advance invoice functionality

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Posted on by agus

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hi expert,

I'm searching for the best way to create Advance invoice AR, the scenario is once we create SO and receive the payment as advance, we should issued the advance invoice document to customer. I find some workaround such as : https://daxusers.wordpress.com/2014/08/25/customer-prepayment-payment-in-ax-2012/ but it was not possible to create invoice.

the journal expected is :

1. Create SO = no journal

2. issue advance payment to customer = AR (dr) against to Advance payment (cr)

3. make receipt payment = Bank (dr) against to AR (cr)

so, I found the link : https://technet.microsoft.com/en-us/library/jj677482.aspx.

hopefully suitable for my scenario. I activate it, but I still do not know to use that menu. when I open ALL advance invoice, all buttons are disable.

any volunteer has document regarding how to use this menu ?

thanks in advance.

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Ludwig Reinhard Microsoft Employee on at

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Hello Agus Setiawan,

There are a couple of options available how advances can be recorded.

You already found one in the wordpress article that you show above.

The CZE functionality is something that I would not use unless you do a through testing of this country-specific feature - ideally together with a colleagues from the development department.

Can you post your screenprint once again? Unfortunately, it is very small and blurred and cannot be zoomed once opened.

Many thanks,

Ludwig

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agus 1,174 on at

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Hi Ludwig,

below is my screenprint.

I'm planning to test this menu. but it has not yet found the guide for this.

need help. thanks in advance

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Ludwig Reinhard Microsoft Employee on at

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Hi agus,

You can make this form available in your machine by extending the Country-Region codes associated with the menu item.

Yet, be careful when doing that and get a developer involved.

That is because you might need to compile and run the CIL and because there seem to be other CZ country specific forms and functionalities related to this one.

Please don't do this in a live environment but in a demo/test system if you want to see what this feature is doing.

Note:

Have you thought about using dummy(Service) items for that purpose or the Project module that ships with good advance payment functionalities.

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