Charges code (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Accounts receivable > Setup > Charges > Charges code.
–or–
Click Accounts payable > Setup > Charges > Charges code.
–or–
Click Procurement and sourcing > Setup > Charges > Charges code.
Use this form to set up codes for the charges that are used on sales orders, purchase orders, and invoices. Charges include amounts such as invoice fees, freight, and insurance.
Note
After you create charges codes, you can use them when you record sales orders, purchase orders, or invoices. You can attach charges to an order at the level of the order header and at the level of the order line. Examples of header-level charges include freight, insurance, and postage. An example of a line-level charge is a unit-based freight charge. Line-level charges can be added to the header and then allocated to the lines.
You can also group the charges codes into charges groups, and you can set up automatic charges. Before the system can assign charges to sales orders, you must set up the charges in the Auto charges form in Accounts receivable. Likewise, before the system can assign charges to purchase orders, you must set up the charges in the Automatic charges form in Accounts payable.
Tasks that use this form
Create charges groups for customers or vendors
Navigating the form
The following tables provide descriptions for the controls in this form.
Tab
Tab |
Description |
|---|---|
Posting |
View and set up posting details for the charges codes. |
Buttons
Button |
Description |
|---|---|
Translations |
Create or update texts in various languages. |
External codes |
Create or update external codes. |
Fields
Field |
Description |
|---|---|
Charges code |
The identifier of the charge. |
Description |
Enter a description of the charge. This description is used as the default description for charge transactions. The description cannot contain more than 30 characters. |
Item sales tax group |
Select the sales tax code to use on the current line. |
Intrastat |
If this check box is selected, freight costs that are charged on commercial invoices for both import transactions and export transactions are included in Intrastat transactions and on reports. Note (FIN) This control is available only to legal entities whose primary address is in Finland. |
Maximum amount |
Enter the maximum amount for the charges code. You use the maximum amount to validate charges for purchase orders. Note This field is not available in Accounts receivable. To activate the validation of charges on purchase orders, select the Enable invoice matching validation check box in the Invoice validation area of the Accounts payable parameters form. |
(Debit) Type |
Select the type of debit. In Accounts receivable, this field is usually set to Customer/Vendor. In Procurement and sourcing and Accounts payable, this field is usually set to Ledger account or Item. Note You cannot use the Item posting type in Accounts receivable. |
(Debit) Posting |
Enter the posting type for the debit. |
(Debit) Account |
If the posting type is Ledger account, select the account that is debited. |
Bank document charge code |
If this check box is selected, the selected charges code includes bank document charges. Note To enable this field, you must select the following parameters in the General ledger parameters form:
Note (SAU) This control is available only to legal entities whose primary address is in Saudi Arabia. |
(Credit) Type |
Select the type of credit. In Accounts receivable, this field is usually set to Ledger account. In Procurement and sourcing and Accounts payable, this field is usually set to Customer/Vendor. Note You cannot use the Item posting type in Accounts receivable. |
(Credit) Posting |
Enter the posting type for the credit. |
(Credit) Account |
If the posting type is Ledger account, select the account that is credited. |
Compare purchase order and invoice values |
If this check box is selected, the charges values for the current charges code are included in comparisons for purchase orders and invoices. You can see the comparisons in the Charges totals details - Invoice: %1 form. For more information, see Charges totals details/Compare charges values (form). Note This field is available only in Accounts payable, and only if the debit type or credit type is Customer/Vendor. |
See also
About charges groups for purchase order
About charges on sales order lines
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