Apply compound charges to quotations and sales orders
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Supply Chain Management. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Oct 26, 2023 |
Jan 12, 2024 |
Business value
Calculate surcharges based on a percentage of the full order price (including previously applied surcharges) rather than calculating from the original base amount. This capability is critical for many scenarios where the base amount on which to calculate a surcharge is dynamic and must include previously added surcharges. Companies can also set minimum surcharges to cover costs such as those associated with delivery to customers. To ensure all costs are covered and to encourage efficient ordering practices, companies can set a minimum surcharge or delivery fee for some of their customers on deliveries made on any day.
Feature details
Certain industries have complex requirements for surcharges. To address this need, support for compound surcharges and minimum surcharges is now available for sales quotations and sales orders.
Compound surcharges
Several types of compound surcharges are now supported, of which the main ones are sequence, compound, value base, include tax in value base, and unit specific line charge.
You can change the value base by which an auto charge is calculated by setting the charge to compound. When calculating a compound auto charge, the system adds all charges with a lower sequence number (as defined in the auto-charge setup) to the amount upon which the compound charge is calculated. This impacts the value of percentage-based header charges and includes line charges and the net amount across sales order and quotation lines. You can configure whether the value base includes line charges. The value base can include specific sales taxes calculated for the lines and line charges and can include other header charges and the sales tax for such charges.
You can set up an auto charge at the line level with a charge type of Specific unit of measure to make it possible to select a specific unit of measure (UoM) upon which a charge is applied. The specific UoM is compared with the sales order line UoM, and if UoM conversion exists, then the amount is applied relative to the UoM conversion. You can also require a specific UoM match.
Minimum surcharges
Minimum surcharges now support the concept of period charges. Period charges let you charge customers for orders invoiced over a specific period that did not meet certain criteria. The feature supports setting up period charge rules that identify such invoices and define applicable charges. Charges can be calculated upon minimum charge amount (such as minimum delivery fee), minimum order quantity, or a combination of both. Minimum surcharges include support for three variants of period charges: monetary threshold, quantity threshold, and quantity threshold minimum amount. They work as follows:
- Monetary threshold – When the total amount of delivery fees charged at the line level for goods supplied over a period doesn't meet the minimum delivery fee value for that period, a fee will be charged on a free-text invoice for any shortfall between the charged amount and the minimum threshold.
- Quantity threshold – When quantities ordered by a customer for a period don't meet a minimum quantity threshold for that period, a flat fee will be charged on a free-text invoice.
- Quantity threshold minimum amount – Combines monetary threshold and quantity threshold criteria and generates a free-text invoice to cover any shortfalls.