Set up shipping charges for retail stores (Retail essentials)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up shipping charges for customer orders that are created in retail stores. There are three main steps to setting up shipping charges:

  • Set up the charges codes that specify which ledger accounts are used to post shipping charges.

  • Select the charges code for the shipping charge that your store charges to ship a customer’s order.

  • Set up the auto charges that specify the actual amounts that you charge for each shipping method that your store offers.

Set up charges codes

  1. Click Retail essentials > Financials > Setup > Charges > Charge codes.

  2. Click New, and then, in the Charges code field, enter a code.

  3. Enter a description for the charges code. Then, if the charge is subject to sales tax, select a tax in the Item sales tax group field.

  4. Select the Prorate check box to prorate shipping charges across invoices.

  5. On the Posting FastTab, set up and view details about the debit and credit accounts for the charges code.

Select a charges code for customer orders

  1. Click Retail essentials > Channels > Setup > Retail parameters.

  2. Click Customer orders, and then, in the Charge codes group, in the Shipping charge code field, select a charges code.

Set up auto charges

  1. Click Retail essentials > Financials > Setup > Charges > Auto charges.

  2. Click New, and then, in the Account code field, enter a code.

  3. In the Mode of delivery code field, select Table, and then, in the Mode of delivery relation field, select a mode of delivery.

    For example, your store might offer “Next-day air” or “Standard ground” shipping.

    Tip

    To set up modes of delivery, follow these steps:

    1. Click Retail essentials > Channels > Setup > Retail parameters.

    2. Click Customer orders.

    3. Under Sales order, right-click the Electronic mode of delivery field, and then click View details.

  4. On the Lines tab, click Add, and then specify the following settings:

    • Currency – Specify the currency of the shipping charge.

    • Charges code – Specify the charges code to use to post the shipping charge.

    • Category – Specify whether the shipping charge is a percentage, a fixed amount, a charge per piece that is shipped, or an external charge that is determined by a shipping company.

    • Charges value – Specify the amount of the shipping charge.

    • Charges currency code – Specify the currency of the charges code.

    • From amount – Specify the minimum purchase amount that the shipping charge applies to.

    • To amount – Specify the maximum purchase amount that the shipping charge applies to.

    • Sales tax group – If the shipping charge is subject to sales tax, select the sales tax.

    • Keep – Select this check box to retain the charges transaction after invoicing.

  5. Repeat step 4 to add as many lines as you require.

    For example, you add a line for a shipping charge that applies to purchases under $100 and another line for a charge that applies to purchases over $100.