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Tridea Partners - A Columbus Company

Microsoft Dynamics AX 2012 R3: Auto Charges


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    Microsoft Dynamics AX 2012 R3 contains easy to use functionality for auto charges. These are automatic charges that can be set at on items, customers or vendors. In this blog post, we will focus on setting up automatic charges on items at the line level. Our clients within the food and beverage industry use auto charges when selling items that require a fee attached to the item. For example, when a brewery sells a keg to a customer and needs to add a “keg charge” to the item.

    Below are the steps to set up auto charges on a sales order at the item level.

    1.  Under Accounts Receivable Parameters, you’ll need to check on the box that says “Fixed charges for line”

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    2. Create an item charge group by navigating to AR > Setup > Charges > Item charge group

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    3.  Create a charges code by navigating to AR > Setup > Charges > Charges code

    • Based on your business needs, you’ll need to configure the posting type setup. As an example below, I have left the Debit type blank so that the customer account is debited. For Credit type, I’ve selected a posting type of sales order revenue and the corresponding ledger account.

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    4.  Assign the appropriate items to the charge group

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    5. Create an Auto Charge that is assigned to the charges group

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    6. Create a sales order with the item to see the charge at the line level

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    The auto charge will automatically be added to the sales order line when the item is selected on the order line.

     

    This post was written by Laura Garcia, AX Application Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

     

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