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Auto charges (form)

  • Article

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 > Auto charges.

–or–

Click Accounts payable > Setup > Charges > Automatic charges.

–or–

Click Procurement and sourcing > Setup > Charges > Automatic charges.

–or–

Click Retail > Setup > Charges > Auto charges.

Note

You can open the Auto charges form from Retail only if Microsoft Dynamics AX 2012 R2 is installed.

Use this form to define the incidental sales or purchase charges that you want the system to assign to orders.

Task that uses this form

Define auto charges

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Lines

Set up the charges and charges rates. You can also indicate whether the charge is a fixed charge, a charge per unit, or a percentage charge.

Fields

Field

Description

Level

Select Main or Line to indicate the level at which the charges should be calculated.

Account code

Select an account code to specify whether the charge is to be calculated for a specific account, a specific account group, or all accounts.

Customer relation

or

Vendor relation

If you set the value in the Account code field to Table, specify the account number for which the charge has been created.

If you select Group, specify the charge group for which the charge has been created.

If you select All, the charge is calculated on the order line, regardless of the item number selected.

Note

If you open the form from Accounts receivable or Retail, the Customer relation field is displayed. If you open the form from Accounts payable or Procurement and sourcing, the Vendor relation field is displayed.

Item code

Specify whether the charge is to be calculated for a specific item, a specific item group, or all items.

Item relation

If the value in the Account code field is Table, specify the item number for which the charge has been created here.

If the value is Group, specify the item charge group for which the charge has been created.

If the value is All, the purchase charge is calculated on the purchase order line, regardless of the item number selected.

Mode of delivery code

Specify whether the shipping charge for sales orders is to be calculated for a specific mode of delivery, a specific mode-of-delivery group, or all modes of delivery.

Important

When the value in this field is Table or Group, the shipping charges are applied only when you create sales orders, not when you create sales quotations.

Note

This field is available only if Microsoft Dynamics AX 2012 R2 is installed, and only if you open the form from Accounts receivable or Retail.

Mode of delivery relation

If the value in the Mode of delivery code field is Table, specify the mode of delivery for which the shipping charge has been created.

If the value is Group, specify the mode of delivery group for which the shipping charge has been created.

If the value is All, the shipping charge is calculated for all modes of delivery.

Note

This field is available only if Microsoft Dynamics AX 2012 R2 is installed, and only if you open the form from Accounts receivable or Retail.

Currency

Specify the currency code for the charges transaction.

Charges code

Select one of the charges that are defined in the Charges code form.

Category

Select the method by which the charge should be calculated:

  • Fixed – The charge is entered as a fixed amount on the line. Fixed charges can be used on charges in the order header and the order lines.

  • Pcs. – The charge is based on the unit. These charges can be used only on order lines.

  • Percent – The charge is entered as a percentage on the line. Percent charges can be used on charges in the order header and the order lines.

  • Intercompany percent – This category is only used when there is an intercompany order with a customer order for direct delivery. The charge is assigned to the intercompany order and is calculated as a percent based on the line amount from the customer order. This is helpful if you want to share profits that are made in the company where the customer order is opened, with the company that is associated with the intercompany sales order that will process the direct delivery to the customer. Because this is a direct delivery, receipt on the intercompany purchase order and shipment on the customer order will be made automatically when shipping from the intercompany sales order.

  • External – The charge is calculated by a third-party service that is associated with one or more shipping carriers.

    Note

    This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Charges value

Specify the value for the charges category.

If you want to validate charges for Accounts payable, and if the charges are calculated as a fixed amount instead of a percentage, this value must be less than the maximum amount that is specified in the Charges code form.

Charges currency code

The currency code for the charge.

From amount

For sales orders, specify the starting amount for a range of transaction totals in which the shipping charge is applied.

For example, to specify free shipping for orders over 100.00, enter 100 in the From amount field, 0 in the To amount field, and 0.00 in the Charges value field.

Note

This field is available only if Microsoft Dynamics AX 2012 R2 is installed, and only if you open the form from Accounts receivable or Retail. You can define a from amount only if the value in the Level field is Main, and only if the category is either Fixed or Percent.

To amount

For sales orders, enter the ending amount for a range of transaction totals in which the shipping charge is applied.

Note

This field is available only if Microsoft Dynamics AX 2012 R2 is installed, and only if you open the form from Accounts receivable or Retail. You can define a to amount only if the value in the Level field is Main, and only if the category is either Fixed or Percent.

Sales tax group

Specify the tax group for the charges transaction.

Keep

If this check box is selected, you keep the charges transaction after invoicing. This means that the charge is applied every time that you create a new invoice for the selected customer account.

Note

This field is available only if you open the form from Accounts receivable or Retail.

Compare purchase order and invoice values

If this check box is selected, the charge values for the current charges code are included in comparisons for purchase orders and invoices. You can see the comparisons in the Compare charges values - Invoice: %1 form. For more information, see Charges totals details/Compare charges values (form).

Note

This field is available only if the Invoice matching and Charges configuration keys are enabled. Also, this field is available only if you open the form from Procurement and sourcing.

See also

Charges groups (form)

About tiered charges on sales orders

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).