Setup page · Accounts receivable
Accounts receivable parameters
The parameters page for the Accounts receivable module.
- Used by
- Accounts receivable clerk, Accounts receivable manager, Auditor and 12 more roles
- Business process
- Define order management policies for Dynamics 365 Supply Chain Management
- Menu item
CustParameters- Main table
CustParameters- Data entity
CustomerParametersEntity- Setup steps
- 1 on this page
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Everyone
1What it is and why
| What it is | The parameters page for the Accounts receivable module. |
|---|---|
| What you do here | Use it to set the module-wide parameters that control Accounts receivable (and Credit and collections) behavior. |
| Example | For example, on the General tab you turn on the Enable customer approvals option before you can use the customer workflow. |
Functional consultant · Solution architect
2Where it fits
| Business process | Develop sales policies › Develop order management policies › Define order management policies for Dynamics 365 Supply Chain Management |
|---|---|
| Menu path | Accounts receivable › Setup › Accounts receivable parameters |
| Set up first | Customer posting profiles Microsoft Learn ↗ |
| Used next by | Accounts receivable workflows Microsoft Learn ↗Reimbursement Microsoft Learn ↗ |
| Related pages | Accounts receivable workflows Microsoft Learn ↗Customer groups Microsoft Learn ↗Customer posting profiles Microsoft Learn ↗Form setup Microsoft Learn ↗Methods of payment Microsoft Learn ↗Terms of payment Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Accounts receivable parameters1 screen
Set up the parameters that govern the Accounts receivable module, and those for Credit and collections.
Screen 1
Set the default customer posting profile
Go to Accounts receivable > Setup > Accounts receivable parameters, Ledger and sales tax tab
- Open the Ledger and sales tax tab
- In the General section, select the posting profile
- Select Save
1Posting profile BEAT 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Automatic settlement | When set to Yes, a transaction is settled against other open transactions as soon as it is posted; when No, users settle manually.Microsoft Learn ↗ | — | — |
| Cash discount administration | Decides how a cash discount is handled when an invoice is overpaid: reduced, posted as a difference, or left on the account.Microsoft Learn ↗ | — | CashDisc |
| Maximum penny difference | The largest small difference that is posted automatically to the penny difference account during settlement.Microsoft Learn ↗ | — | MaxMSTDiff |
| Maximum overpayment or underpayment | The amount accepted as an overpayment or underpayment.Microsoft Learn ↗ | — | MaxMSTOverUnder |
| Calculate cash discounts for partial payments | Lets cash discounts be calculated automatically on partial payments.Microsoft Learn ↗ | — | — |
| Calculate cash discounts for credit notes | Lets a cash discount be calculated automatically for credit notes.Microsoft Learn ↗ | — | — |
| Prioritize settlement | Turns on the Mark by priority button so transactions are settled in a set order.Microsoft Learn ↗ | — | UseSettlementPriority |
| Use priority for automatic settlements | Uses the defined priority order when transactions settle automatically.Microsoft Learn ↗ | — | UsePriorityOnAutoSettlement |
| Posting profile with prepayment journal voucher | The customer posting profile used when customer prepayments are posted.Microsoft Learn ↗ | — | PrepaymentPostingProfile |
| Enable customer approvals | Turns on the approval workflow for changes to selected customer fields.Microsoft Learn ↗ | — | — |
| Minimum reimbursement | The smallest customer overpayment amount that can be reimbursed.Microsoft Learn ↗ | — | — |
| Posting profile | — | BEAT | PostingProfile |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Accounts receivable parameters | — | — |
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | The default posting profile set here is copied to the header of new documents, where it can still be changed for a single document. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | CustParameters Checked in Dynamics 365 |
|---|---|
| Form | CustParameters Checked in Dynamics 365 |
| Table | CustParametersShown as “Customer parameters” in Record infoChecked in Dynamics 365 |
| Data entities | CustomerParametersEntityCustomer parameters Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain accounts receivable parameters CustParametersMaintainView accounts receivable parameters CustParametersViewDutiesEnable collections process CollectionLetterCollectionsProcessEnableEnable credit cards CreditCardCreditCardEnableEnable credit cards process CreditCardCreditCardsProcessEnableMaintain collections process automation setup CustAutomationSetupMaintainInquire into invoice and cash policies CustInvoiceInvoiceAndCashPoliciesInquirEnable invoice and cash process CustInvoiceInvoiceAndCashProcessEnableEnable shipping process InventShippingProcessEnableInquire into invoice and cash policies RentalCustInvInvoiceAndCashPolInquirEnable invoice and cash process RentalCustInvoiceInvAndCashProcEnableInquire into quotation to sales order policies RentalSalesQuotationToSlsOrdPoliciesInquireEnable quotation to sales order process RentalSalesQuotationToSlsOrdProcessEnableInquire into quotation to sales order policies SalesQuotationToSalesOrderPolInquireEnable quotation to sales order process SalesQuotationToSalesOrderProcessEnable15 security rolesAuditorAuditPolicyManagerCollections manager CollectionLetterCollectionsManagerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental representative RentalRepresentativeRental sales manager RentalSalesManagerRetail service RetailServiceSales manager TradeSalesManagerWarehouse manager WMSWarehouseManager |
| Actions on the page | Options: Personalize, Page options, Edit, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=CustParameters |
|---|---|
| Integrate with | CustomerParametersEntity data entity Microsoft data model ↗ |
| Table definition | CustParameters columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/accounts-receivable/accounts-receivables-set-up-overview
- learn.microsoft.com/dynamics365/finance/accounts-receivable/accounts-receivables-set-up-overview
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/accountsreceivable/parameter/custparameters
- learn.microsoft.com/dynamics365/finance/accounts-receivable/customer-posting-profiles
- learn.microsoft.com/dynamics365/finance/cash-bank-management/configure-settlement
- learn.microsoft.com/dynamics365/finance/accounts-receivable/customer-prepayments
- learn.microsoft.com/dynamics365/finance/accounts-receivable/customer-workflow
- learn.microsoft.com/dynamics365/finance/accounts-receivable/reimburse-customers
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.