Customer invoice totals (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Accounts receivable > Inquiries > Journals > Invoice journal. Click Totals.

–or–

Click Sales and marketing > Common > Sales orders > All sales orders. Select an invoiced sales order. On the Action Pane, on the Invoice tab, in the Journals group, click Invoice. Click Totals.

Use this form to view historical totals for the current invoice. You cannot modify the information in this form.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tab

Tab	Description
General	View information about invoice volume and value totals, such as total quantity, total line discount, total cost value, and total tax.
Invoice	View invoice information for the current invoice.
Customer	View customer information for the current invoice.

Fields

Field	Description
Quantity	The total number of product units on the current invoice.
Volume	The total volume of items on the current invoice.
Weight	The total weight of the items on the current invoice.
Cost value	The cost value of the invoice.
Margin	The contribution margin of the invoice.
Contribution ratio	The contribution ratio of the invoice.
Currency	The currency for the invoice.
Line discount	The total line discount for the invoice lines. This field is not used for free text invoices.
Sales subtotal amount	The total for the invoice lines. This does not include total discounts, sales tax, and charges.
Total discount	The discount amount, if an invoice discount has been entered.
Total charges	The total incidental cost of product delivery for the invoice. This includes postage, freight, and other charges.
Sales tax	The total tax that is added.
Invoice amount	The total invoice amount. This includes any discount, charges, sales tax, and rounding.
Cash discount	The calculated cash discount that is granted, if the customer pays the invoice before the due date of the cash discount. The cash discount is specified for the customer in the Customers form. It is displayed in the Cash discount field on the invoice.
Cash discount date	The last payment date on which the customer can receive a cash discount. This date is calculated from the cash discount terms, as defined in the Cash discounts form. The cash discount terms also are displayed in the Cash discount field on the invoice.
Invoice	The invoice number, which is generated automatically when you update the invoice. You can define the invoice number series in the Number sequences form.
Date	The date of the invoice. This is also used as the posting date. This date is used to calculate the due date and the cash discount date.
Due	The due date of the invoice amount, which is calculated by using the payment terms that are specified for the invoiced order. Note The due date is used to calculate the balance allocation for the customer, print lists of due invoices, calculate interest, and create collection letters.
Voucher	The ledger voucher number, which is generated automatically when the invoice is updated. You can define the voucher series in the Number sequences form.
Customer account	The account number of the customer.
Invoice account	The account number of the customer who was invoiced.
One-time customer	If this check box is selected, the invoice is for a one-time customer.
Group	The customer group on the invoice.
Language	The language that is used on the invoice.
Posting profile	The posting profile for the invoice.
Number sequence group	The number sequence group identifier, which you set up in the Number sequence groups form.
Your ref.	The customer's reference.
Contact ID	The contact person for the customer account.
Currency	The currency code.
Rate	The exchange rate for the specified currency.

See also

Customer invoice journal (form)

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