Auto charges (form) [AX 2012]
Updated: July 29, 2014
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Accounts receivable > Setup > Charges > Auto charges.
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Click Accounts payable > Setup > Charges > Automatic charges.
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Click Procurement and sourcing > Setup > Charges > Automatic charges.
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Click Retail > Setup > Charges > Auto charges.
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| You can open the Auto charges form from Retail only if Microsoft Dynamics AX 2012 R2 is installed. |
Use this form to define the incidental sales or purchase charges that you want the system to assign to orders.
The following tables provide descriptions for the controls in this form.
| Field | Description | ||||
|---|---|---|---|---|---|
| Level | Select Main or Line to indicate the level at which the charges should be calculated. | ||||
| Account code | Select an account code to specify whether the charge is to be calculated for a specific account, a specific account group, or all accounts. | ||||
| Customer relation or Vendor relation | If you set the value in the Account code field to Table, specify the account number for which the charge has been created. If you select Group, specify the charge group for which the charge has been created. If you select All, the charge is calculated on the order line, regardless of the item number selected.
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| Item code | Specify whether the charge is to be calculated for a specific item, a specific item group, or all items. | ||||
| Item relation | If the value in the Account code field is Table, specify the item number for which the charge has been created here. If the value is Group, specify the item charge group for which the charge has been created. If the value is All, the purchase charge is calculated on the purchase order line, regardless of the item number selected. | ||||
| Mode of delivery code | Specify whether the shipping charge for sales orders is to be calculated for a specific mode of delivery, a specific mode-of-delivery group, or all modes of delivery.
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| Mode of delivery relation | If the value in the Mode of delivery code field is Table, specify the mode of delivery for which the shipping charge has been created. If the value is Group, specify the mode of delivery group for which the shipping charge has been created. If the value is All, the shipping charge is calculated for all modes of delivery.
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| Currency | Specify the currency code for the charges transaction. | ||||
| Charges code | Select one of the charges that are defined in the Charges code form. | ||||
| Category | Select the method by which the charge should be calculated:
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| Charges value | Specify the value for the charges category. If you want to validate charges for Accounts payable, and if the charges are calculated as a fixed amount instead of a percentage, this value must be less than the maximum amount that is specified in the Charges code form. | ||||
| Charges currency code | The currency code for the charge. | ||||
| From amount | For sales orders, specify the starting amount for a range of transaction totals in which the shipping charge is applied. For example, to specify free shipping for orders over 100.00, enter 100 in the From amount field, 0 in the To amount field, and 0.00 in the Charges value field.
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| To amount | For sales orders, enter the ending amount for a range of transaction totals in which the shipping charge is applied.
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| Sales tax group | Specify the tax group for the charges transaction. | ||||
| Keep | If this check box is selected, you keep the charges transaction after invoicing. This means that the charge is applied every time that you create a new invoice for the selected customer account.
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| Compare purchase order and invoice values | If this check box is selected, the charge values for the current charges code are included in comparisons for purchase orders and invoices. You can see the comparisons in the Compare charges values - Invoice: %1 form. For more information, see Charges totals details/Compare charges values (form).
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Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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