Making Life Easier with Checks in AX

by | Jan 13, 2015 | Development, Dynamics AX, Financials, Reporting

Make your life easier with these tips on working with checks in AX. Almost every company prints checks. It is the most commonly modified report in all of Dynamics AX. So, what check stock is the easiest to customize for checks in AX and why? Well, let’s dig into that a bit.

The first place we need to look at is inside of Bank. It is here that we have the first opportunity to modify the report without development work. Inside of bank, we setup checks per bank account.

Path: Cash and bank management > Common > Bank accounts

Once on the bank list page, we choose the bank account we wish to setup the check for. In the “Set up” tab there is a Layout group with a button called “Check”.

Checks in AX

The biggest part here is the following:
1) Check form: This field tells us which check report to run.
2) Paper length: Fairly self-explanatory. This is how long the check stock is.
3) Check start position: This is how far down on the check stock the actual check starts.
4) Number of slip copies: This field controls how many slip copies to print on the check stock.

The rest of the fields are also important, but not pertinent to this conversation.

So, what is the easiest combination of these parameters for checks in AX? Well let’s think about this logically. The check form you don’t have much choice in. It is mostly based on what country the company/bank is based in. The paper length should be set to the exact length of the stock, so not much to do there. So therefore, the most important fields to consider are “Check start position” and “Number of slip copies”.

First, let’s look at “Number of slip copies”, it would make the most sense that the fewer things to print the better off we are. Which also holds true in this situation. The more slip copies we add to the stock the more chance of things moving on us or possibly overflowing onto another page. In most cases, 1 slip copy is plenty, but I would not recommend more than 2.

Next, is “Check start position”. Since this field tells us where the actual check starts, we need to also consider the number of slip copies in relation to it. In general, the “less likely to fail” is going to be having stock where the check is on top and the slip copies are under. This is due to the fact that the higher up the check is on the stock the easier the calculations are for where to move the fields on the report.

So, if possible for checks in AX, you want check stock with the check on the top and 1-2 slip copies. This will make your life the easiest as you will still get all the info you want, making small adjustments up and down is relatively simple, and everyone wins in the end.

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