Charges groups (form)

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 > Customer charge groups.

–or–

Click Accounts receivable > Setup > Charges > Item charge groups.

–or–

Click Accounts receivable > Setup > Charges > Delivery charges groups.

Note

The Delivery charges groups form is available only if Microsoft Dynamics AX 2012 R2 is installed.

–or–

Click Procurement and sourcing > Setup > Charges > Vendor charges group.

–or–

Click Procurement and sourcing > Setup > Charges > Item charge groups.

–or–

Click Retail > Setup > Charges > Delivery charges groups.

Note

The Delivery charges groups form is available only if Microsoft Dynamics AX 2012 R2 is installed.

Use this form to create charges groups. If you open the form from Procurement and sourcing, you can specify the charges groups to use in purchase orders. You can also open the Charges groups form from Accounts receivable to specify the charges groups to use in sales orders. Charges groups help you do the following:

  • Set up group charges in the Charges code form.

  • Set up automatic charges in the Auto charges form.

After you have created charges groups, you can perform the following actions:

  • Assign a charges group to a customer in the Customers form.

  • Assign a charges group to an item in the Released product details form.

  • Assign a charges group to a mode of delivery in the Modes of delivery form.

  • Assign a charges group to a vendor in the Vendors form.

If a charges group is assigned to a customer or vendor, the charges codes that are set up in the specified charges group are calculated when you create orders.

Tasks that use this form

Create charges groups for customers or vendors

Create item charges groups

Create delivery charges groups

Create charges codes

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Charges group

Enter a code for the charges group. Both letters and numbers can be used to identify the group.

Description

Enter text that describes the charges group.

See also

Auto charges (form)

Charges code (form)

About tiered charges on sales orders

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