Configuring parameters and initial settings (Call center)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3
You must set parameters to configure the Call center module for your business. Parameters provide default settings and values that can often be changed in individual records.
For more information about the types of records that are mentioned in this topic, see the appropriate topics in Setting up and maintaining Call center.
Setting parameters
To set call center parameters, follow these steps.
Click Call center > Setup > Call center parameters.
Use the links in the left pane to navigate to different sections of the Call center parameters form. For more information about each setting, see the parameter descriptions later in this topic.
General parameters
The parameters in the General section apply to many areas of Call center. The following table describes some of the parameters that you can set.
Field |
Description |
|---|---|
Source code required |
Select this check box to indicate that the Source field in the Sales order form is a required field. |
Remove reservations for declined payments |
Select this check box to indicate that inventory is no longer reserved for a sales order line if a payment is declined. |
Charge reason code required |
Select this check box to indicate that the user must enter a reason code for any miscellaneous charges. |
Continuity parameters (multiple) |
For information about continuity parameters, see Set up continuity programs. |
First notice days from start |
Specify the number of days after the order date that a notification must be sent to a customer, if the order remains unshipped. |
Cancellation notice days from start |
Specify the number of days after the order date that a cancellation notice must be sent to a customer, if the order remains unshipped. |
Automatic notification and cancellation processing |
Select this check box to enable automatic notification and cancellation for unshipped orders. |
Number of days |
Specify the number of days after the expected ship date that an order is considered to be backordered. |
Holds parameters
The following table describes some of the parameters that you can set for orders that are on hold.
Field |
Description |
|---|---|
Submit when cleared |
Select this check box to indicate that an order is submitted for processing after any holds on that order are cleared. |
Fraud parameters (multiple) |
For information about fraud parameters, see Setting up fraud alerts. |
Payments parameters
The following table describes some of the parameters that you can set for payments.
Field |
Description |
|---|---|
Credit card authorizations parameters (multiple) |
For information about credit card authorizations parameters, see Set up payment methods (Call center). |
Check parameters (multiple) |
For information about check parameters, see Set up payment methods (Call center). |
Credit card approval amount |
The amount that causes credit card refunds to be put into the approval queue. If the refund amount is less than this amount, the refund is automatically approved. |
Refund check approval amount |
The amount that causes check payment refunds to be put into the approval queue. If the refund amount is less than this amount, the refund is automatically approved. |
Refund methods button |
Open a form where you can set up refund methods. |
Print charges |
Select whether miscellaneous charges are printed separately on the invoice or grouped by miscellaneous charge code. |
Order credits parameters (multiple) |
For information about order credits parameters, see Set up payment methods (Call center). |
Installment plan parameters (multiple) |
For information about installment plan parameters, see Work with installment billing. |
Enable payment logging: |
Select this check box to indicate that an event is logged in Event Viewer each time that a user views credit card data. |
RMA/Return parameters
The following table describes some of the parameters that you can set for return materials authorizations (RMAs) and returns.
Field |
Description |
|---|---|
Payment method |
Specify the payment method to use for returns. |
Source code for exchange |
Select from the following options:
|
Allow expired source code |
Select this check box to indicate that source codes from expired catalogs can be entered in an exchange sales order. |
Pending return hold |
Specify the hold code to use for an exchange order while the return of the product is pending. |
Exchange balance hold |
Specify the hold code to use when the payments for an exchange order don't balance with the total for the original order. |
Coupons parameters
For information about coupons parameters, see Set up coupons for customer orders in the call center.
Display parameters
The following table describes some of the parameters that you can set for display colors.
Field |
Description |
|---|---|
Price override line |
Specify the background color for a sales line on which the price has been overridden. |
Number sequences
You must set up number sequences that are used when numbered records are created.