Define auto charges [AX 2012]

Updated: October 11, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this procedure to define automatic charges for vendors, customers, or items. You might apply charges automatically to a sales order or a purchase order, if, for example, a vendor or customer is located outside a specific vicinity.

Automatic charges, which are referred to as auto charges, are applied automatically when you create a sales order or purchase order. You can define auto charges for specific vendors, customers, or items or for groups of vendors, customers, or items. You can also define auto charges that apply to all vendors, customers, or items.

In Microsoft Dynamics AX 2012 R2, you can also define auto charges for modes of delivery for sales orders.

The actions that are available from the Auto charges form depend on where you access the form from. Some of the steps described in this topic might not apply to your specific task. For example, steps that refer to modes of delivery can be performed only when you define auto charges for sales orders.

  1. Click Accounts receivable > Setup > Charges > Auto charges.

    –or–

    Click Procurement and sourcing > Setup > Charges > Automatic charges.

    –or–

    Click Retail > Setup > Charges > Auto charges.

    NoteNote

    You can open the Auto charges form from Retail only if Microsoft Dynamics AX 2012 R2 is installed.

  2. Click New to define a new auto charge.

  3. In the Level field, select the level to apply the auto charge to from the following values:

    • Main – Apply charges to the order header.

    • Line – Apply charges to the order lines.

  4. Select an account in the Account code field from the following values:

    • Table – Assign charges to a specific customer or vendor.

    • Group – Assign charges to a miscellaneous charges group.

    • All – Assign charges to all customers or vendors.

  5. In the Customer relation or Vendor relation field, select a specific customer or vendor if you selected Table, or select a customer or vendor charges group if you selected Group.

  6. In the Item code field, select an item code. You can select an item code only when you define auto charges at the lines level.

    • Table – Assign charges to a specific item.

    • Group – Assign charges to an item charges group.

    • All – Assign charges to all items.

  7. In the Item relation field, select a specific item if you selected Table, or select an item charges group if you selected Group.

  8. In the Mode of delivery code field, select a mode of delivery code.

    • Table – Assign charges to a specific mode of delivery.

    • Group – Assign charges to a mode of delivery group.

    • All – Assign charges to all modes of delivery.

    NoteNote

    This field is available only if Microsoft Dynamics AX 2012 R2 is installed.

  9. In the Mode of delivery relation field, select a specific mode of delivery if you selected Table, or select a mode of delivery charges group if you selected Group.

    NoteNote

    This field is available only if Microsoft Dynamics AX 2012 R2 is installed.

  10. Expand the Lines FastTab to define the charges and the charges rates to use when the current auto charge is applied.

  11. In the Currency field, select the currency to use to calculate the charge.

  12. In the Charges code field, select the code for the charge.

  13. Specify how to calculate the charge in the Category field and enter a value in the Charges value field.

    • Fixed – The charge is entered as a fixed amount on the line. Fixed charges can be used on charges in the order header and on the order lines.

    • Pcs. – The charge is based on the unit. These charges can be used only on order lines.

    • Percent – The charge is entered as a percentage on the line. Percentage charges can be used on charges in the order header and on the order lines.

    • Intercompany percent – The charge is entered as a percentage on the line for intercompany orders. Intercompany percentage charges can be used only on order lines.

    • External – The charge is calculated by a third-party service that is associated with one or more shipping carriers.

    If you are validating 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.

  14. In the Charges currency code field, specify a currency for the charge to use a different currency than is specified in the Currency field. This is possible if the Debit or Credit type is either Ledger account or Item for the selected charges code.

  15. Specify a starting amount to apply the auto charge to in the From amount field. In the To amount field, specify the ending amount to apply the auto charge to. Amount in this context refers to the order total. To define tiered charges, you can specify a from amount and a to amount only if you define auto charges at the main level and if the category is Fixed or Percent.

    NoteNote

    The From amount and To amount fields are available only if Microsoft Dynamics AX 2012 R2 is installed, and only when you define auto charges for sales orders. For more information, see About tiered charges on sales orders.

  16. Optional: In the Sales tax group field, specify a sales tax group.

  17. Select the Keep check box to keep the charges transactions after invoicing, so that the charge is applied every time that you create a new invoice for the selected customer account.

Example 1

To assign a freight charge automatically to customers or vendors who are located outside a specific vicinity:

  1. Create a customer or vendor charges group by using the Charges groups form, for example Freight.

  2. Create an auto charge at the main level with an Account code of Group and the Customer relation or Vendor relation of Freight.

  3. On the Lines tab, specify the charges code and the freight charge.

Example 2

To assign a packing fee automatically to all customers or vendors that buy or sell items that require special packing:

  1. Create an item charges group, for example Fragile, in the Item charges groups form.

  2. Create an auto charge at the line level. First, select Line in the Level field. Then, in the Account code field, select All. In the Item code field, select Group and then select Fragile in the Item relation field.

  3. On the Lines tab, specify the charges code and the charges value.

Example 3

To assign a delivery fee to orders delivered by air using tiered charges:

  1. Create an auto charge at the main level. In the Account code field, select Table and then select a customer in the Customer relation field.

  2. In the Mode of delivery code field, select Table, and then select Air in the Mode of delivery relation field.

  3. On the Lines tab, select a currency of USD, and specify the charges code. Select a category of either Fixed or Percent and enter a charges value.

  4. To apply the auto charge whenever the order total is over USD 100, in the From amount field, enter 100.

NoteNote

You can define auto charges for modes of delivery using tiered charges only if Microsoft Dynamics AX 2012 R2 is installed, and only when you define charges for sales orders.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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