Estimated Charges and Credit Cards in Microsoft Dynamics AX 2012

by | Updated August 15, 2016 | Dynamics AX, Financials, Manufacturing

Have you ever wanted to estimate freight charges when you authorize a credit card in Microsoft Dynamics AX 2012? There are many times when the order is placed, you might not know the actual freight charges when the sales order is invoiced.

The estimated freight charges can be calculated as percentages or as fixed charges in the Accounts Receivable Parameters on the Credit Card Tab.

Accounts Receivable Parameters

In order for the estimated freight charge to be included, you will need to ensure that the freight charge terms is set correctly on the Term of Delivery.

There are quite of few options, but the only ones that will work are:

 Core: The customer is charged only for basic freight charges from the shipping software.
• Ancillary and Handling: The customer is charged only for additional charges from the shipping carrier software that are indicated as ancillary or handling.
• Core, Ancillary, and Handling: The customer is charged for all charges from the shipping carrier software.

Terms of Delivery in Dynamics AX

Once you have done the following:

  1. Set up the above options
  2. The proper term of delivery is on the sales order
  3. You process an authorization

It will then include the estimated freight charges in the authorization.

Please keep in mind that if you did not authorize enough, when you invoice the order the system will void the original authorization and reauthorize for the proper amount. This is good and bad, as it will authorize for the right amount, but this means we have authorized more on the customer’s card, therefore tying up some funds. The key here is even though the original authorization was voided, it takes a few days for that to appear on the customer’s credit card.

Related Posts

  • The Safari browser is now supported natively on Dynamics AX 2012 R2 as well as being supported on Dynamics AX RTM with a hotfix.  Taken from the updated System Requirements…

  • I put together some certification information on the requirements for Microsoft Dynamics AX 2012 and a proposed training roadmap to get to each of the core certifications.  Rather than have this…

  • With the announcement of the release of Microsoft Dynamics AX 2012 R2, Microsoft released an updated system requirements document for AX 2012: http://www.microsoft.com/en-us/download/details.aspx?id=11094.  Windows 2012 Server is now supported, but…

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

november

05nov11:00 am12:00 pmConfab with Stoneridge - Livestream - Project Oakdale: The NEW Integration of Power Platform into Teams

18nov10:00 am10:30 amThe Modern Manufacturer - Tears and Trauma of MRP

19nov11:00 am12:00 pmConfab with Stoneridge - Livestream - Project Oaktree: NEW Functionality for Dynamics 365 Manufacturing

december

02dec9:00 am12:00 pmOnline Workshop - Dynamics GP Year End Close (Morning Session)

03dec11:00 am12:00 pmConfab with Stoneridge - Livestream: Live Agents, Power Virtual Agents, Omnichannel – Oh My!

03dec1:00 pm4:00 pmOnline Workshop - Dynamics GP Year End Close (Afternoon Session)

09dec10:00 am10:30 amThe Modern Manufacturer - Manufacturing Policy Management

17dec11:00 am12:00 pmConfab with Stoneridge - Livestream - Technology in 2020: A Year in Review

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X