Charges transactions (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Common > Sales orders > All sales orders. On the Action Pane, on the Sell tab, click Charges.

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Click Procurement and sourcing > Common > Purchase orders > All purchase orders. On the Action Pane, on the Purchase tab, click Manage charges.

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Click Accounts payable > Common > Vendor invoices > Pending vendor invoices. On the Action Pane, on the Financials tab, click Maintain charges.

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Click Accounts receivable > Common > Customer invoices > Open customer invoices. On the Action Pane, on the Invoice tab, click Charges.

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Click Accounts payable > Inquiries > Journals > Invoice journal. Click the Overview tab, and then click Charges.

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Click Accounts receivable > Inquiries > Journals > Invoice journal. Click the Overview tab, and then click Charges.

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Click Procurement and sourcing > Inquiries > Journals > Purchase order confirmations. Click the Lines tab, and then click Charges.

Use this form to create, change, and inquire into the charges that are specified for the current order. You can add charges manually, or they can be generated automatically.

The total value of the charges is shown in the Totals form and is included in the calculation of the invoice total.

Note

If you open the Charges transactions form from the Compare charges values - Invoice: %1 form, and you add a line for a new charge, the charge is applied to the header or line as follows:

• If you selected an invoice header charge in the Compare charges values - Invoice: %1 form, the new charge is applied to the header.

• If you selected an invoice line charge, the new charge is applied to the selected line.

• If no invoice charges exist for the invoice, the new charge is applied to the header.

Tasks that use this form

Create charges codes

Define auto charges

Navigating the form

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

Tabs

Tab	Description
General	Create, change, and inquire into general information about the charges transactions.
Sales tax	View and enter information about the sales tax that applies to the selected purchase order, sales order, customer invoice, or vendor invoice.
Ledger	View information about the charges details that are posted to the ledger for the selected purchase order, sales order, customer invoice, or vendor invoice.
Invoice matching	View details about invoice matching for the selected purchase order or vendor invoice. Note This tab is available only if you open this form from the Pending vendor invoices form in Accounts payable.
Intercompany	View intercompany details that pertain to the charges.

Buttons

Button	Description
Connect	Open the Purchase order charges form, where you can connect the selected charge for an invoice header or line to a charge on the corresponding purchase order header or line. Note If a charge is in a summary invoice header, or on an invoice line that was created by allocating charges from a summary invoice header, you cannot connect the charge to a purchase order header or line. This button is available only if you work with charges for a vendor invoice.
Distribute amounts	Open the Distribution form, where you can create distribution amounts for the selected transaction.

Fields

Field	Description
Keep	If this check box is selected, the charges transaction is kept after invoicing. The charge is then applied every time that you create an invoice for the selected customer account.
Charges code	Select the type of charge that is attached to the order. This field refers to the corresponding field in the Charges code form, where the charge and its posting method are defined.
Category	Select the method that is used to calculate the charge: Fixed – The charge is entered as a fixed amount on the line. Fixed charges can be used in the order header and on order lines. Pcs. – The charge is based on the unit. Pcs. charges can be used only on order lines. Percent – The charge is entered as a percentage on the line. Percent charges can be used in the order header and on order lines. Intercompany percent – The charge is entered as a percentage on the line for intercompany orders. Intercompany percent charges can be used only on order lines.
Charges value	Enter the value for the specified charge category. The value can be a fixed amount, an amount that is calculated for each unit of the item, or a percentage of either the order total or the line total. If you 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. Additionally, if the charges are calculated as a fixed amount, and you change the default amount for a partial invoice, the remaining amount from the purchase order is not retained for future invoices for the purchase order or purchase order line.
Allow edit	A value of Yes indicates that the charge can be modified, because the purchase order or purchase order line has not yet been invoiced. Note This field is available only if you open this form from the Purchase order form or the Purchase order confirmations form in Procurement and sourcing.
Description	The description that is displayed for the posted charge transaction. The description is generated based on the description that is entered for the charge in the Charges code form. You can modify the description before you post the charge.
Currency	The currency code that applies to the specified charges code for the current order. This currency is used for invoicing. Note You can enter a different currency if the debit or credit type for the selected charges code is set to Ledger account or Item.
Sales tax group	Select the sales tax group for the charges code. The default value is the sales tax group that is selected for the purchase order or sales order. For information about how to set up tax groups, see Sales tax groups (form).
Item sales tax group	Select the item sales tax group for the charges code. The default value is the item sales tax group that is selected on the purchase order line or sales order line. For information about how to set up item tax groups, see Item sales tax groups (form).
Voucher	The voucher number for the purchase order. After the invoice for the purchase order or sales order has been posted, the voucher number is displayed on the current charge transaction. You can use the voucher number to view all transactions that have that voucher number.
Date	The date when the charges were posted on the invoice.
Amount in transaction currency	The amount that was posted on the invoice.
Calculated value	The calculated value of the charges after the invoice has been posted.
Compare purchase order and invoice values	If this check box is selected for the currency of the transaction, 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 selected, and if you open this form from the Pending vendor invoices list page, or from the vendor invoice that is generated from the purchase order in Accounts payable.
Purchase order	The identifier of the purchase order that is connected to the charges transaction. Note This field is available only if you open this form from the Pending vendor invoices list page, or from the vendor invoice that is generated from the purchase order in Accounts payable.
Company	The intercompany identifier for the legal entity that the charges for the corresponding order are posted to.
Intercompany invoice number	The invoice number that the charge was created from, and that the charge is posted to.

See also

Purchase order (form)

Vendor invoice (form)

Vendor invoice journal (form)

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