Charge Basics in AX 2012: Price, Codes, and Manual Charges on Sales Lines

By Wally Carr | June 9, 2015

Charge basics in ax 2012: price, codes, and manual charges on sales lines

Dynamics AX 2012 offers a variety of methods to apply charges and fees as you buy and sell goods. In the post below I’ve covered the basics on price, codes and manual charges on sales lines.

Price Charges

Price Charges are set up on the Released Products form, in the Purchase and Sell Tabs. They are applied each time an item is bought or sold. Several fields effect the way they are applied:

  • Price Charge: this is added to the order line. For example, an item with a price of 100.00 USD, quantity 1, with a price charge of 2.00 USD would have a net price on the order line of 102.00 USD.
  • Price Quantity: the price charge is added per quantity sold on the line. For example, an item with a price of 10.00 USD, a price quantity of 20.00 USD, and a charge of 2.00 USD has an order line for 100 of the item. The price charge would be (Line qty /price qty) * price charge, or (100/20) * 2 = 10.00. The net amount on the line would be 1010.00 USD. 1000.00 for the items and 10.00 for the charge.
  • Incl. in Unit price: this field is used with the price quantity field. It divides the price charge into actual quantity ordered. So in the example from above, if Incl. in Unit Price is selected, and 4 of the item are ordered, .40 USD would be added to the net amount. (Price Chg = 2.00)/(Price QTY = 20)= .10 USD price chg per item.

 

Released Product Details

Released Product Details

Charge Codes

Dynamics AX 2012 also allows Automatic and Manual Charges. To set those up you first declare Charge Codes: the charge code form can be opened from Setup in the Accounts Payable, Accounts Receivable, and Procurement and Sourcing modules:

Charge Codes

 

On the Charges Code form we see:

Charges Code

The Posting Fast Tab offers three fields for each group, Debit and Credit:

Type: Determines responsibility for the charge. The options are:

  • Item – the charge is added to the item cost
  • Ledger Account – the charge is accounted for internally
  • Customer/Vendor – the charge is made to the customer or vendor

Posting: Select a posting description. This is mandatory for type = Ledger Account

Account: Set the posting account for type = Ledger Account

These is specific functionality for each module that uses charge codes:

For Sales, the types allowed are Customer/Vendor and Ledger Account. (If you select Item, you will see an Infolog error message)

For Accounts Payable all three types are allowed.

Manual Charges

Manual charges are generally entered on sales or purchase orders when the charge occurs on an occasional basis. Charges can be added to both headers and lines:

For a Sales Order Header:

Manual Charges

Select Code

 

Manual Charges on a Sales order line:

Sales Order Lines

 

In Line view, pull down Financials and select Maintain charges.

Maintain Charges

Charges Transactions

A future Charges Basics 2 post will review Manual charges for Purchase Orders and Automatic Charges.

Related Posts

Recommended Reading:

6.29.22 Dynamics CRM

Reduce Manual Data & Increase Productivity with Dynamics 365 for Sales

Dynamics 365 for Sales has a ton of great features to help automate processes for you and your team to […]

Read the Article

Dynamics 365 Business Central Boolean Field Bug Temporary Fix

If you are a Dynamics 365 Business Central cloud (SaaS) customer who is using Edge or Chrome to run the […]

Read the Article

Using Non-Sequential Numbering to Prevent Locking In Your Dynamics 365 Business Central System

Running into locks in your system? Enable non-sequential numbering on your number series to prevent number series locking issues! As […]

Read the Article
6.24.22 Dynamics GP

Uncommonly Used Features: Setting Up Account Categories in Dynamics GP

This is the final part of my current series on Uncommonly Used Features in Dynamics GP. In this post, I […]

Read the Article

Increase User Productivity in Dynamics 365 Business Central with These 10 Tips

There are constantly evolving ways for you to increase user productivity in Dynamics 365 Business Central. Here are 10 tips […]

Read the Article

Star Tribune Lists Stoneridge as a Top 200 Workplace for 2022

Stoneridge Software’s emphasis on creating a positive and flexible culture has earned recognition as a top workplace in Minnesota. The […]

Read the Article
6.14.22 Dynamics GP

Uncommonly Used Features – Reconciling Sub-ledger to GL using the Reconcile Routines in Dynamics GP

As we continue the uncommonly used features series, with this post I want to show you how to reconcile your […]

Read the Article

Organize and Prioritize Your Resources with Dynamics 365 Field Service

As a manager, Dynamics 365 Field Service lets you optimize the use of your employees, their skillsets, and other resources […]

Read the Article

Stoneridge Software Cracks the Top 20 on Bob Scott’s Top 100 VARs 2022

Stoneridge Software is ranked at #20 on Bob Scott’s Top 100 VARs for 2022. Each year, industry publisher, Bob Scott, […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X