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Setup page · Tax

Accounts receivable parameters

The parameters page for the Accounts receivable module.

Used by
Auditor, Collections manager, Accounts receivable clerk and 12 more roles
Business process
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Menu item
CustParameters
Main table
CustParameters
Data entity
CustomerParametersEntity
Setup steps
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Show what matters for

Everyone

1What it is and why

What it isThe parameters page for the Accounts receivable module.
What you do hereUse it to set the module-wide parameters that control Accounts receivable (and Credit and collections) behavior.
ExampleFor example, on the General tab you turn on the Enable customer approvals option before you can use the customer workflow.
Accounts receivable parameters 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 process—
Menu pathTax › Setup › Parameters › Accounts receivable parameters
Set up first—
Used next by—
Related pagesAccounts payable parameters Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Tax > Setup > Parameters > Accounts receivable parameters.
  2. On the Ledger and sales tax tab, on the Payment FastTab, set Sales tax on prepayment journal voucher to Yes if tax is due on prepayments.
  3. In the Posting profile with prepayment journal voucher field, select the posting profile for customer prepayments.
  4. Close the page.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Sales tax on prepayment journal voucherCalculates sales tax on customer prepayment vouchers.Microsoft Learn ↗—TaxOnPrepayment
Posting profile with prepayment journal voucherThe customer posting profile used when customer prepayments are posted.Microsoft Learn ↗—PrepaymentPostingProfile
Posting profileThe default customer posting profile, filled in on the header of new documents.Microsoft Learn ↗—PostingProfile
Exchange rate type sourceWhich exchange rate types foreign currency revaluation uses: Ledger, Specific or Group.Microsoft Learn ↗——

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

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 itemCustParameters Checked in Dynamics 365
FormCustParameters Checked in Dynamics 365
TableCustParametersShown as “Customer parameters” in Record infoChecked in Dynamics 365
Data entitiesCustomerParametersEntityCustomer parameters Microsoft data model ↗
Who can open itPrivilegesMaintain 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 SalesQuotationToSalesOrderProcessEnable
15 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 manager WMSWarehouseManager
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, Edit, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=CustParameters
Integrate withCustomerParametersEntity data entity Microsoft data model ↗
Table definitionCustParameters columns and relations Microsoft data model ↗

Everyone

8Sources and checks