Wednesday, October 7, 2015

AX 2012 | Reimburse Customers

This article illustrate how to create reimbursement transactions for customers. Reimbursement transaction used when a customer has a credit balance, if the following conditions is applied you can reimburse customer for the amount of the balance.
  1. The customer must have an associated vendor account( If a customer does not have a vendor account, a one-time vendor account is automatically created for the customer).
  2. balance amount must exceed the minimum reimbursement amount that is specified for your legal entity.
When you create reimbursement transactions, a vendor invoice is created for the amount of the credit balance. This will remove the credit balance for the customer account and creates a balance due for the vendor account that corresponds to the customer.

Do the following steps to set up and create reimbursement transactions: