BeyondERP.Subscribe

Setup page · Accounts receivable

Form setup

A setup page for the format of customer-related documents.

Used by
Accounts receivable clerk, Accounts receivable manager, Auditor and 13 more roles
Business process
Issue sales invoices
Menu item
CustFormletterParameters
Main table
CustFormletterParameters
Data entity
SalesFormletterPackingSlipFormPrintingConfigurationEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for the format of customer-related documents.
What you do hereUse it to define the format and note parameters of documents such as quotations, confirmations, picking lists, packing slips, customer invoices, free text invoices and interest notes.
Example—
Form setup page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processManage accounts receivable › Issue sales invoices
Menu pathAccounts receivable › Setup › Forms › Form setup
Set up first—
Used next by—
Related pagesForm notes Microsoft Learn ↗Form sorting Microsoft Learn ↗Customers advanced notes setup Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Form setup1 screen

Define the format of information on customer documents such as sales orders, picking lists, packing slips and invoices, including their form notes.

  1. Screen 1

    Set the customer form options

    Go to Accounts receivable > Setup > Forms > Form setup, General tab

    1. Open the General tab
    2. Set Item number in forms and Sales tax specification
    3. Leave Include both name and description set to No
    4. Select Save
    1Item number in formsOur
    2Include both name and descriptionNo
    3Sales tax specificationNone
    Set the customer form options (zoomed on the outlined fields)
    Show the full screenSet the customer form options
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Direct attachment to documentsAttaches advanced notes straight to confirmations, picking lists, packing slips and invoices without first attaching them to the sales order.Microsoft Learn ↗—AttachFreeNotesDirectly_IT
Item number in forms—Our—
Include both name and description—No—
Sales tax specification—None—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Form setup——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemCustFormletterParameters Checked in Dynamics 365
FormCustFormletterParameters Checked in Dynamics 365
TableCustFormletterParametersShown as “Customer, form parameters” in Record infoChecked in Dynamics 365
Data entitiesSalesFormletterPackingSlipFormPrintingConfigurationEntityPacking slip form printing configurations Microsoft data model ↗SalesFormletterSalesAgreementFormPrintingConfigurationEntitySales agreement form printing configurations Microsoft data model ↗SalesFormletterSalesInvoiceFormPrintingConfigurationEntitySales invoice form printing configurations Microsoft data model ↗SalesFormletterSalesOrderConfirmationFormPrintingConfigurationEntitySales order confirmation form printing configurations Microsoft data model ↗SalesFormletterSalesQuotationFormPrintingConfigurationEntitySales quotation form printing configurations Microsoft data model ↗SalesFormletterWarehousePickingListFormPrintingConfigurationEntityPicking list form printing configurations Microsoft data model ↗CustFormletterCustomerAccountStatementFormPrintingConfigurationEntityCustomer account statement form printing configurations Microsoft data model ↗CustFormletterCustomerCollectionLetterFormPrintingConfigurationEntityCollection letter form printing configurations Microsoft data model ↗CustFormletterCustomerFacingFormPrintingConfigurationEntityCustomer facing form printing configurations Microsoft data model ↗CustFormletterCustomerFreeTextInvoiceFormPrintingConfigurationEntityFree text invoice form printing configurations Microsoft data model ↗CustFormletterCustomerInterestNoteFormPrintingConfigurationEntityInterest note form printing configurations Microsoft data model ↗
Who can open itPrivilegesMaintain report configuration for sales orders, free text invoices, and collections CustFormletterParametersMaintainView report configuration for sales orders, free text invoices, and collections CustFormletterParametersViewDutiesInquire into invoice and cash policies CustInvoiceInvoiceAndCashPoliciesInquirEnable invoice and cash process CustInvoiceInvoiceAndCashProcessEnableInquire into shipping policies InventShippingPoliciesInquireEnable 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 SalesQuotationToSalesOrderProcessEnable
16 security rolesAuditor AuditPolicyManagerCollections 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 planner WHSWarehousePlannerWarehouse manager WMSWarehouseManager
Checked in Dynamics 365
Actions on the page—

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=CustFormletterParameters
Integrate withSalesFormletterPackingSlipFormPrintingConfigurationEntity data entity Microsoft data model ↗
Table definitionCustFormletterParameters columns and relations Microsoft data model ↗

Everyone

8Sources and checks