How to Set Up Auto Charges and Tiered Charges for a Sales Order in Dynamics AX

by | Updated December 29, 2017 | Dynamics AX

This post will cover setting up auto charges for a sales order in Dynamics AX.

Setting Up Your Auto Charges:

  1. Navigate to Accounts receivable | Setup | Charges | Auto Charges
  2. Click on New
    • Account Code=All
      • All will include all customers, selecting Table or Group will restrict the customers that are affected.
    • Add Line
      • Set the “Charge Code” field.
      • Set the “Category” field
      • Set the “Charges Value” field to the amount that you would like to charge for that amount range
  3. This will cause a charge of $2.50 to be added to all sales orders

Auto Charges for a Sales Order in Dynamics AX

  1. To create a tiered charge, you will add the “From Amount” and “To Amount”
    • Leave the “From Amount” field blank.
    • Set the “To Amount” field to $500.

Tiered Charges for a Sales Order in Dynamics AX

With the Charges value set to $2.50, the “From Amount” left blank and the “To Amount” set to $500. A charge of $2.50 will be assigned when the Sales Order invoice amount less than $500.

You are able to add as many tiers as you need for your scenario.  If you would like to charge $5.50 for all Sales orders with a total less than $500 and $2.50 for Sales Orders from $500.01 up to $1,000. You would add another line with the Charges value field set to $2.50 “From amount” set to $500.01 and the “To amount” set to $1,000. To cover all invoices you would add a third line with a Charges value set to $1.25 and a “From amount” of $1,000.01 and a “To amount” left blank.

Auto Charges and Tiered Charges for a Sales Order in Dynamics AX

Applying the charges to a sales order:

  1. Navigate to Accounts receivable | Common | Sales Orders | All Sales orders
  2. Select the Sales order that you would like to add the charges too.

AutoCharges4

  1. Navigate to the Sell tab, in the calculate section click on Tiered charges

AutoCharges5

  1. You will get an info log informing you of the status, if the tiered charges were calculated or not.

AutoCharges6

  1. To view the charges on the sales order, with the sales order still selected in the Sell tab click the Charges Tab.

AutoCharges7

  1. You will see a line for the charges, the invoice that I selected was an invoice with a total over $1000 so there is a charge of $1.25

AutoCharges8

 

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