Customers (form) (Retail)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack
Click Accounts receivable > Common > Customers > All customers. In the All customers list, double-click a customer record to open it. Or, on the Action Pane on the Customer tab, in the New group, click Customer to create a new customer record.
Use this form to create and maintain your organization’s customer records for your customers. For Retail, you can set up and maintain loyalty customer data.
Note
This topic describes the controls that are added to the Customers form when you use the Retail module. For information about other controls in the Customers form, see Customers (form).
Tasks that use this form
Navigating the form
The following tables provide descriptions for the Retail controls in this form.
Tabs
Tab |
Description |
---|---|
Retail |
Set up the customer as a loyalty customer. |
Retail |
Add retail-specific information for the customer. |
Buttons
Button |
Description |
---|---|
Loyalty customer |
Set up the customer as a loyalty customer. Note This control is not available if Microsoft Dynamics AX 2012 R3 is installed. |
Info codes |
Set up info codes for this customer. Note In versions of Microsoft Dynamics AX 2012 prior to AX 2012 R3, info codes in Retail were called reason codes. This topic refers to info codes, but the information also pertains to Retail reason codes in earlier versions of AX 2012, unless otherwise indicated. |
Affiliations |
Open the Affiliations form, where you can create a discount affiliation for the selected customer. For more information, see Set up an affiliation and its discounts. |
Images |
Open the Images form, where you can select an image that is displayed for the customer. For example, you can display the customer’s company logo, business card, or other image. |
Loyalty card transactions. |
Open the Loyalty transaction form, where you can view customer transactions that include a loyalty discount. |
Loyalty customers |
Open the Loyalty customer form, where you can configure a loyalty program for a customer. For example, you can issue loyalty cards and view loyalty transactions for the customer. Note This control is not available if Microsoft Dynamics AX 2012 R3 is installed. |
Fields
Field |
Description |
---|---|
Amount charged, not posted |
The deposits that have been made to account. |
Post as shipment |
Select this check box if you want to post a sale as a shipment. |
Use order number reference |
Select this check box if you want to print the order number in a sales receipt. |
Receipt option |
Set the customer’s receipt option. Select one of the following values:
|
Receipt email |
Enter the customer’s email address if you selected either E-mail or Both in the Receipt option field. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).