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

 

Related Posts

0 Comments

Submit a Comment

Your email address will not be published.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

Upcoming Events

september

02sep10:00 am10:30 amThe Modern Manufacturer - Cycle Count Management

02sep12:00 pm12:30 pmBest Practices for Work Order Planning and Routing for Field Service Companies

09sep10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

09sep12:00 pm12:30 pmOverview of Microsoft Promotion for NAV and GP Clients

10sep11:00 am12:00 pmConfab with Stoneridge - Livestream - Field Service Comparisons

16sep10:00 am10:30 amThe Modern Manufacturer - Product Lifecycle Management

16sep12:00 pm12:30 pmHow to Upgrade to Dynamics 365 Finance and Operations: Examining Custom Code and ISV Implications

16sep2:00 pm2:30 pmScheduling and Dispatching for the Modern Field Service Company

23sep12:00 pm1:00 pmDynamics 365 Business Central Wave 2 Release Preview - An Overview of the Most Exciting New Features Coming in October

24sep11:00 am12:00 pmConfab with Stoneridge - Livestream - The Modern Workplace: Teams, Sharepoint, Outlook, Office, and AI Integration

30sep10:00 am10:30 amThe Modern Manufacturer - Return Management

30sep12:00 pm12:30 pmEmpowering Your Field Service Technicians with a Mobile Solution

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Orders

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