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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How I can know that I ...
Microsoft Dynamics AX (Archived)

How I can know that I made a payment supplier? and through which option?

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Posted on by Community Member

Hello!,

We are using Dynamics AX 2012 and we are somewhat disappointed about the way the system default reports. We need help for understanding how to visualize and get the information that are essential for us. For example: details of payments like to who we paid

 

By the way, we want to know how get:

Automatic sequence for transfers and checks,

To Search by the description of the seat,

Obtain consistent automatic sequence for lots and seats

 

We appreciate your colaboration,

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I have the same question (0)
  • Verified answer
    Pranav Kumar Profile Picture
    Pranav Kumar on at

    Hi Emily,

    Understand your concern. It happens when you start new system but with time, i believe you learn how to use the system effectively. If you have questions on AX navigation or some report/inquiry related, this is the best place to ask questions.

    The question you asked has solution with different approaches.

    1. If you are looking for check details, click on Checks in cash and bank module. That will show all the checks issued from system. You can also see the receipient details in General tab. If you click on Invoice, it will show what all invoices has been paid from that check.

    2. You can use payment history option in Invoice tab on vendor master. Now on payment history report, you can even specify filter like Invoice number and Purchase order number and system will show how it was paid.

    3. You can use vendor transaction screen. You can filter invoices and click on Checks to see the check information. You can also click on History to see the settlement history. The vendor transaction also has payment specification which will have information of check number.

    Lastly, you can use Personalization option on forms which will help you to move the fields in different tabs. We generally personalize a screen and use the same personalization on different users. Personalization doesn't need any technical knowledge.

    Hope this helps. Let us know if you have any question.

    Pranav

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hello Pranav,

     

    We´re so thankful!, your instructions were so helpful for us.

    Taking the opportunity, in the same point, we want to know: how we can get who are the people we´re paying by payroll, becuase if we go through: receipient details in General tab, we can´t know who is the person exactly, just can see as a payroll. Hoping to collaborate with us in this regard.

     Hugs,

     

    PD: Excuse us, but, may we continue asking you others points and topics that are so important to us? We hope that can be possible.

  • Community Member Profile Picture
    Community Member on at

    Hello Pranav,

    We´re so thankful!, your instructions were so helpful for us.

    Taking the opportunity, in the same point, we want to know: how we can get who are the people we´re paying by payroll, becuase if we go through: receipient details in General tab, we can´t know who is the person exactly, just can see as a payroll. Hoping to collaborate with us in this regard.

    Hugs,

    PD: Excuse us, but, may we continue asking you others points and topics that are so important to us? We hope that can be possible.

  • Suggested answer
    Pranav Kumar Profile Picture
    Pranav Kumar on at

    Hi Emily,

    Please feel free to ask any question you have. This community has AX resources from across the locations and I believe you will always get some answer to your query. Whenever you have a new question, start that in a new thread so that the question will get good attention.

    For the question, I am not sure about the payroll part here? Do you also process payroll from AX and are the employees paid via check in AX? Also, do you use same bank account for payroll payment also?

    If employees belongs to a particular vendor group, i believe some standard reports can be used.

    Pranav

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