Free text invoice report (FreeTextInvoice)
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, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The Free text invoice report displays pricing and correction information for a free text invoice. The free text invoice is printed when you post the invoice. If you print the invoice before you post it, the name of the report is Pro forma invoice.
How to filter the data on this report
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
Field |
Description |
|---|---|
Billing classification |
Select one or more billing classifications to include on the report. Note This control is available only if the Public Sector configuration key is selected. |
Posting |
If this check box is selected, the free text invoices that are selected will be posted when you click OK. Note To print a pro forma invoice, clear this check box and select the Print invoice check box. |
Select an option for when the invoices are printed:
Note To print an invoice, you must select the Print invoice check box. If you set up the system in the Form sorting parameters form to sort by a particular parameter, such as the invoice account, select After in the Print field. |
|
Print invoice |
Select this check box to print the free text invoice. |
Use print management destination |
Select this check box to print the invoice or pro forma invoice using print management destinations. Clear the check box to use the default printer settings, instead. |
Send e-mail |
Select this check box to send the PDF and XML files of the free text invoice as email attachments to a customer after the invoice is posted. This check box is available only if you select the Enable CFD (electronic invoices) check box in the Electronic invoice parameters form. Note (MEX) This control is available only to legal entities whose primary address is in Mexico. |
Credit correction |
Select this check box to display a credit correction, such as a credit note, as a debit in the voucher transactions. The negative credit (debit) corrects the previous, incorrect transaction. Note This method of correcting entries is known as Storno. |
Credit limit type |
Select the appropriate option for the credit limit:
Note If you select None and the Mandatory credit limit check box is selected for the customer in the Customers form, the customer balance is checked against the credit limit. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
|---|---|
Name of report in the AOT |
FreeTextInvoice |
Location of report in the AOT |
SSRS Reports\Reports\Reports\FreeTextInvoice |
Menu item of the report |
FreeTextInvoice FreeTextInvoiceCopy |
Navigation to the report |
Click Accounts receivable > Common > Free text invoices > All free text invoices. Click Post. |
Where the data in this report comes from
The data on this report comes from the following sources:
- FreeTextInvoiceTmp table
Note
To determine where the data in the temp table comes from, view the cross-references for the FreeTextInvoiceDP.processReport class.
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).